Limoneira

LMNR • NASDAQ

Limoneira is a agricultural farm products company in the consumer defensive sector on NASDAQ, with a market cap of $269.1M. As of Q3 2025, 56% of shares are held by 103 institutional investors, with Global Alpha Capital Management Ltd. as the largest holder at 17.65%.

Market Cap$269.1M

Agricultural Farm Products

Consumer Defensive

Employees257.0

Websitelimoneira.com

Country

United States of America

Overview

Overview of institutional ownership in LMNR as of Q3 2025 with a market cap of $268.0M

All Institutions

Institutions: 103
Value Held: $150.2M
Shares Held: 10.1M
Avg Position: $1.5M
Median Position: $307.4K

Hedge Funds

Hedge Funds: 8
Value Held: $7.0M
Shares Held: 471.8K
Avg Position: $875.8K
Median Position: $561.4K

Ownership Breakdown

Institutional (non-HF)

53.45%

$143.2M

Hedge Funds

2.61%

$7.0M

Retail & Other

43.94%

$117.8M

Based on market cap of $268.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LMNR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Global Alpha Capital Management Ltd. Long Only Manager	Robert Beauregard President	$47.3M 2.70% of portfolio	17.65% 3.2M shares	Q2 2015 Held for 10y 5m	$1.7B
B BlackRock, Inc. Institution	-	$17.1M 0.00% of portfolio	6.39% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$14.3M 0.00% of portfolio	5.33% 961.1K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$8.4M 0.00% of portfolio	3.14% 567.6K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$6.0M 0.00% of portfolio	2.23% 403.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$4.9M 0.00% of portfolio	1.82% 328.6K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FIRST WILSHIRE SECURITIES MANAGEMENT INC RIA/Wealth	Howard Haoming Lu CEO	$3.8M 1.01% of portfolio	1.42% 256.3K shares	≤ Q2 2013 Held for 12y 5m+	$375.8M
G GAMCO INVESTORS, INC. ET AL Institution	-	$3.8M 0.04% of portfolio	1.40% 253.2K shares	Q1 2020 Held for 5y 8m	$10.3B
Riverwater Partners LLC RIA/Wealth	Adam Jonathan Peck CIO	$3.6M 1.50% of portfolio	1.35% 244.0K shares	Q4 2021 Held for 3y 11m	$240.9M
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	-	$3.1M 0.01% of portfolio	1.17% 210.8K shares	Q1 2025 Held for 8 months	$58.9B

Net Capital Flow

Institutional buying and selling activity for LMNR in Q3 2025

Traded: −$3.2M
Buyers: 50
Sellers: 41
Total Bought: +$3.7M
Total Sold: −$6.9M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
G GAMCO INVESTORS, INC. ET AL Institution	+$463.3K +31.2K shares	$3.8M 253.2K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$372.7K +25.1K shares	$575.1K 38.7K shares
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	+$351.1K +23.6K shares	$551.0K 37.1K shares
P Peapod Lane Capital LLC Institution	+$315.0K +21.2K shares	$2.1M 144.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$249.3K +16.8K shares	$547.7K 36.9K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$234.6K +15.8K shares	$234.6K 15.8K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$233.1K +15.7K shares	$417.3K 28.1K shares
GABELLI FUNDS LLC Long Only Manager	+$224.2K +15.1K shares	$2.1M 143.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$174.9K +11.8K shares	$360.8K 24.3K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$150.7K +10.2K shares	$150.7K 10.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Global Alpha Capital Management Ltd. Long Only Manager	−$861.3K −58.0K shares	$47.3M 3.2M shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$815.5K −52.1K shares	Sold Off 0 shares
A AXA Institution	−$698.3K −44.6K shares	Sold Off 0 shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	−$556.9K −37.5K shares	$3.1M 210.8K shares
J JANE STREET GROUP, LLC Institution	−$498.9K −31.9K shares	Sold Off 0 shares
CWM Advisors, LLC ETF Provider	−$388.9K −24.9K shares	Sold Off 0 shares
C Cubist Systematic Strategies, LLC Institution	−$365.3K −23.3K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$339.4K −22.9K shares	$317.6K 21.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$330.8K −22.3K shares	$1.6M 105.4K shares
Bulldog Investors, LLC Hedge Fund•Activist	−$313.0K −20.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LMNR in Q3 2025

New Positions: 4
New Value: $10.8K
Exited Positions: 17
Exited Value: $4.0M

New Positions

Institution	Position Value
C Colonial Asset Management, Inc. RIA/Wealth	$5.9K 400.0 shares
O Optiver Holding B.V. Institution	$4.0K 272.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$604.0 40.0 shares
Hartland & Co., LLC RIA/Wealth	$179.0 12.0 shares

Exited Positions

Institution	Previous Position
S Squarepoint Ops LLC Hedge Fund•Quant	$815.5K 52.1K shares
A AXA Institution	$698.3K 44.6K shares
J JANE STREET GROUP, LLC Institution	$498.9K 31.9K shares
CWM Advisors, LLC ETF Provider	$388.9K 24.9K shares
C Cubist Systematic Strategies, LLC Institution	$365.3K 23.3K shares
Bulldog Investors, LLC Hedge Fund•Activist	$313.0K 20.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$261.7K 16.7K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$225.9K 14.4K shares
D De Lisle Partners LLP Institution	$159.1K 10.2K shares
A Atlantic Trust Group, LLC Institution	$93.9K 6.0K shares

Options Activity

Institutions with the largest Call and Put options positions in LMNR as of Q3 2025

Call Positions: 2
Call Value: $894.0K
Put Positions: 2
Put Value: $1.4M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$464.8K 313.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$429.2K 289.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$877.6K 591.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$481.1K 324.0 contracts

Most Committed Institutions

Institutions with LMNR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Global Alpha Capital Management Ltd. Long Only Manager	Robert Beauregard President	2.70% $47.3M	17.65% 3.2M shares	Q2 2015 Held for 10y 5m	$1.7B
P Peapod Lane Capital LLC Institution	-	1.92% $2.1M	0.80% 144.4K shares	Q2 2025 Held for 5 months	$111.8M
Riverwater Partners LLC RIA/Wealth	Adam Jonathan Peck CIO	1.50% $3.6M	1.35% 244.0K shares	Q4 2021 Held for 3y 11m	$240.9M
FIRST WILSHIRE SECURITIES MANAGEMENT INC RIA/Wealth	Howard Haoming Lu CEO	1.01% $3.8M	1.42% 256.3K shares	≤ Q2 2013 Held for 12y 5m+	$375.8M
WHITE PINE CAPITAL LLC RIA/Wealth	Michael Scott Wallace President	0.28% $965.0K	0.36% 65.0K shares	Q3 2019 Held for 6y 2m	$349.2M
Quinn Opportunity Partners LLC Hedge Fund•Event Driven	Patrick Farley Quinn CCO	0.20% $2.7M	1.00% 180.4K shares	Q4 2023 Held for 1y 11m	$1.4B
Parvin Asset Management, LLC RIA/Wealth	James Steven Smith CIO	0.16% $186.4K	0.07% 12.6K shares	Q4 2024 Held for 11 months	$113.0M
SFE Investment Counsel RIA/Wealth	James Thomas Moylan President	0.14% $891.1K	0.33% 60.0K shares	Q4 2019 Held for 5y 11m	$626.3M
Baker Ellis Asset Management LLC RIA/Wealth	Patricia Anne Watson COO	0.06% $453.7K	0.17% 30.6K shares	Q4 2021 Held for 3y 11m	$811.1M
C Covestor Ltd Institution	-	0.05% $91.8K	0.03% 6.2K shares	Q4 2024 Held for 11 months	$179.7M

Hedge Fund Spotlight

Discover hedge funds investing in LMNR

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Limoneira

Market Value: $575.1K
Shares Held: 38.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%