Limoneira Co (LMNR) Ownership

13.16 ↑0.08 (0.61%)
As of January 26, 2023, 3:59pm EST.

Institutional Ownership

Global Alpha Capital Management Ltd. is the biggest individual institutional holder of Limoneira Co (LMNR), owning a total of 2.2 million shares. Combined, the top 22 institutional holders of LMNR own 38.00% of the company with a total of 6.7 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders decreased their combined ownership of LMNR by 9 thousand shares. 8 institutions bought 220,979 total additional shares and increased their ownership by an average of 5.96%. However 8 institutions sold 230,390 total shares and decreased their ownership by an average of 16.52%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Limoneira Co decreased by a net total of -9,411 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Global Alpha Capital Management Ltd.12.211%0.825%2,163,92417,7002022-09-30
Old West Investment Management, LLC4.358%32.223%772,264188,2042022-09-30
Vanguard Group Inc3.821%0.000%677,16702022-09-30
First Wilshire Securities Mgmt Inc (CA)3.539%0.727%627,1534,5262022-09-30
Dimensional Fund Advisors, Inc.3.490%-4.612%618,462-29,8992022-09-30
BlackRock Inc1.486%-0.474%263,291-1,2532022-09-30
Millennium Management LLC1.308%-15.408%231,838-42,2282022-09-30
Teton Advisors Inc1.146%-12.500%203,000-29,0002022-09-30
AXA SA1.016%0.000%180,12902022-09-30
Geode Capital Management, LLC0.781%0.541%138,3967452022-09-30
Gamco Investors, Inc. Et Al0.498%7.290%88,3006,0002022-09-30
CROWN ADVISORS MANAGEMENT, INC.0.485%-42.667%86,000-64,0002022-09-30
Rathbone Brothers PLC0.414%0.000%73,36002022-09-30
Gabelli Funds LLC0.371%4.444%65,8002,8002022-09-30
Fuller & Thaler Asset Management Inc0.362%1.422%64,1809002022-09-30
Ergoteles LLC0.359%-8.015%63,654-5,5462022-09-30
Citadel Advisors Llc0.356%-47.946%63,095-58,1162022-09-30
State Street Corporation0.353%-0.554%62,475-3482022-09-30
SFE Investment Counsel0.339%0.000%60,01002022-09-30
Royal Bank of Canada0.317%0.185%56,2491042022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Global Alpha Capital Management Ltd.12.211%0.825%2,163,92417,7002022-09-30
Old West Investment Management, LLC4.358%32.223%772,264188,2042022-09-30
Vanguard Group Inc3.821%0.000%677,16702022-09-30
First Wilshire Securities Mgmt Inc (CA)3.539%0.727%627,1534,5262022-09-30
Dimensional Fund Advisors, Inc.3.490%-4.612%618,462-29,8992022-09-30
BlackRock Inc1.486%-0.474%263,291-1,2532022-09-30
Millennium Management LLC1.308%-15.408%231,838-42,2282022-09-30
Teton Advisors Inc1.146%-12.500%203,000-29,0002022-09-30
AXA SA1.016%0.000%180,12902022-09-30
Geode Capital Management, LLC0.781%0.541%138,3967452022-09-30
Marshall Wace Asset Management Ltd0.603%0.000%106,804106,8042022-06-30
Gamco Investors, Inc. Et Al0.498%7.290%88,3006,0002022-09-30
CROWN ADVISORS MANAGEMENT, INC.0.485%-42.667%86,000-64,0002022-09-30
Rathbone Brothers PLC0.414%0.000%73,36002022-09-30
Two Sigma Advisers, LLC0.388%82.979%68,80031,2002022-06-30
Gabelli Funds LLC0.371%4.444%65,8002,8002022-09-30
Fuller & Thaler Asset Management Inc0.362%1.422%64,1809002022-09-30
Ergoteles LLC0.359%-8.015%63,654-5,5462022-09-30
Citadel Advisors Llc0.356%-47.946%63,095-58,1162022-09-30
State Street Corporation0.353%-0.554%62,475-3482022-09-30
SFE Investment Counsel0.339%0.000%60,01002022-09-30
Royal Bank of Canada0.317%0.185%56,2491042022-09-30

Mutual Fund Ownership

CC&L Global Alpha - Series A is the biggest individual fund holder of Limoneira Co (LMNR), owning a total of 1.2 million shares. Combined, the top 20 mutual fund holders of LMNR own 28.62% of the company with a total of 5.1 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of LMNR by 17 thousand shares. 2 funds bought 21,640 total additional shares and increased their ownership by an average of 2.02%. However 1 funds sold 4,587 total shares and decreased their ownership by an average of 4.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Limoneira Co increased by a net total of 17,053 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Global Alpha Global Small Cap4.037%3.016%713,98920,9002022-12-31
Old West All Cap Opportunity0.588%-4.222%104,048-4,5872022-12-31
Old West Small Cap0.415%1.019%73,3547402022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
CC&L Global Alpha - Series A6.990%0.000%1,236,07702022-11-30
Global Alpha Global Small Cap4.037%3.016%713,98920,9002022-12-31
Vanguard Total Stock Mkt Idx Inv3.117%19.410%551,29289,6132022-11-30
First Wilshire US SCV Equities SMA3.004%0.859%531,1544,5262022-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.581%0.000%456,48102022-09-30
TETON Westwood Mighty Mites AAA1.148%-12.500%203,000-29,0002022-09-30
Vanguard Extended Market Index Investor1.091%0.000%192,87202022-11-30
Fuller & Thaler Micro-Cap Core0.956%163.493%169,110104,9302022-11-30
DFA US Targeted Value I0.704%0.000%124,51102022-11-30
AXAWF Global Optimal Income I Cap EUR0.695%0.000%122,87402022-06-30
Old West All Cap Opportunity0.588%-4.222%104,048-4,5872022-12-31
1290 VT GAMCO Small Company Value IB0.509%0.000%90,00002022-11-30
WisdomTree US SmallCap Dividend ETF0.496%0.000%87,75702022-12-30
DFA US Small Cap I0.457%0.000%80,81702022-11-30
DFA US Small Cap Value I0.447%0.000%79,01802022-11-30
Fidelity® Extended Market Index0.445%0.000%78,76402022-11-30
Old West Small Cap0.415%1.019%73,3547402022-12-31
DFA US Micro Cap I0.363%0.000%64,19302022-11-30
Gabelli Small Cap Growth AAA0.294%4.000%52,0002,0002022-09-30
Bridgeway Ultra-Small Company Market0.283%0.000%50,00002022-09-30

Discussions

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BretJohns

$LMNR no wonder price closed that way

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