New Positions
13 managers initiated
Top five by reported value
- JANE STREET GROUP, LLC$725.5K
- Oakum Bay Capital LLC$679.0K
- Point72 Asset Management, L.P.$244.3K
- Beartown Capital Management, LLC$162.8K
- EntryPoint Capital, LLC$150.0K
Limoneira Co NASDAQ NMS - GLOBAL MARKET:LMNR
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
13 new29 added61 reduced12 exited
Total Institutional Holders
103
as of 2025-12-31
Top Holder
Global Alpha Capital Management Ltd.
$36.9M
Largest QoQ Increase
Peapod Lane Capital LLC
+64,178 sh
Largest QoQ Decrease
Global Alpha Capital Management Ltd.
-258,568 sh
New Positions(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 57,464 | +57,464 | $725.5K | +$725.5K | — |
| Oakum Bay Capital LLC | 53,783 | +53,783 | $679.0K | +$679.0K | — |
| Point72 Asset Management, L.P. | 19,350 | +19,350 | $244.3K | +$244.3K | — |
| Beartown Capital Management, LLC | 12,892 | +12,892 | $162.8K | +$162.8K | — |
| EntryPoint Capital, LLC | 11,884 | +11,884 | $150.0K | +$150.0K | — |
| Leonteq Securities AG | 3,969 | +3,969 | $79.0K | +$79.0K | — |
| Versant Capital Management, Inc | 104 | +104 | $1.3K | +$1.3K | — |
| Allworth Financial LP | 83 | +83 | $1.0K | +$1.0K | — |
| UBS ASSET MANAGEMENT AMERICAS INC | 72 | +72 | $909 | +$909 | — |
| ROTHSCHILD INVESTMENT LLC | 45 | +45 | $568 | +$568 | — |
| Bare Financial Services, Inc | 36 | +36 | $455 | +$455 | — |
| IFP Advisors, Inc | 3 | +3 | $43 | +$43 | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,214 | +1,214 | $15 | +$15 | — |
Added To(29)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,154,985 | +983 | $14.6M | -$2.6M | 0.1% |
| VANGUARD GROUP INC | 967,959 | +6,833 | $12.2M | -$2.1M | 0.7% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 260,187 | +3,850 | $3.3M | -$521.7K | 1.5% |
| Peapod Lane Capital LLC | 208,547 | +64,178 | $2.6M | +$489.0K | 44.5% |
| GAMCO INVESTORS, INC. ET AL | 272,200 | +19,000 | $3.4M | -$323.5K | 7.5% |
| Riverwater Partners LLC | 261,428 | +17,422 | $3.3M | -$323.0K | 7.1% |
| GABELLI FUNDS LLC | 149,500 | +6,400 | $1.9M | -$237.6K | 4.5% |
| Advisors Asset Management, Inc. | 56,794 | +1,814 | $717.0K | -$99.4K | 3.3% |
| Byrne Asset Management LLC | 12,671 | +7,520 | $160.0K | +$83.5K | 146.0% |
| AMERICAN CENTURY COMPANIES INC | 38,685 | +417 | $488.4K | -$79.9K | 1.1% |
| WHITE PINE CAPITAL LLC | 82,232 | +17,248 | $1.0M | +$73.2K | 26.5% |
| FMR LLC | 6,499 | +5,762 | $82.1K | +$71.1K | 781.8% |
| SIMPLEX TRADING, LLC | 5,081 | +4,951 | $64.1K | +$64.1K | 3808.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 54,148 | +4,294 | $683.6K | -$56.7K | 8.6% |
| MORGAN STANLEY | 108,380 | +18,758 | $1.4M | +$37.4K | 20.9% |
| Russell Investments Group, Ltd. | 27,642 | +2,028 | $349.0K | -$31.4K | 7.9% |
| GOLDMAN SACHS GROUP INC | 53,515 | +5,973 | $675.6K | -$30.4K | 12.6% |
| D. E. Shaw & Co., Inc. | 63,394 | +7,504 | $800.3K | -$29.6K | 13.4% |
| WELLS FARGO & COMPANY/MN | 28,778 | +6,085 | $363.3K | +$26.3K | 26.8% |
| MetLife Investment Management, LLC | 9,765 | +3,029 | $123.3K | +$23.3K | 45.0% |
| BANK OF AMERICA CORP /DE/ | 15,700 | +3,791 | $198.2K | +$21.4K | 31.8% |
| BNP PARIBAS ARBITRAGE, SNC | 5,170 | +1,869 | $65.3K | +$16.3K | 56.6% |
| TRUST CO OF VERMONT | 1,710 | +910 | $21.6K | +$9.7K | 113.8% |
| MASSMUTUAL TRUST CO FSB/ADV | 363 | +283 | $4.6K | +$3.4K | 353.8% |
| CITIGROUP INC | 377 | +184 | $4.8K | +$1.9K | 95.3% |
| Tower Research Capital LLC (TRC) | 886 | +70 | $11.2K | -$932 | 8.6% |
| SBI Securities Co., Ltd. | 54 | +30 | $682 | +$326 | 125.0% |
| GAMMA Investing LLC | 60 | +5 | $758 | -$59 | 9.1% |
| VAN ECK ASSOCIATES CORP | 2,882 | +307 | $36 | -$2 | 11.9% |
Reduced(61)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | 2,926,713 | -258,568 | $36.9M | -$10.4M | -8.1% |
| DIMENSIONAL FUND ADVISORS LP | 505,220 | -62,388 | $6.4M | -$2.1M | -11.0% |
| CITADEL ADVISORS LLC | 81,653 | -114,168 | $1.0M | -$1.9M | -58.3% |
| Bank of New York Mellon Corp | 42,373 | -75,377 | $535.0K | -$1.2M | -64.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 399,685 | -3,426 | $5.0M | -$940.4K | -0.8% |
| STATE STREET CORP | 327,990 | -648 | $4.2M | -$715.2K | -0.2% |
| Qube Research & Technologies Ltd | 29,123 | -37,516 | $367.7K | -$621.9K | -56.3% |
| NORTHERN TRUST CORP | 133,114 | -12,513 | $1.7M | -$482.0K | -8.6% |
| Quinn Opportunity Partners LLC | 180,357 | 0 | $2.3M | -$401.3K | 0.0% |
| Royal Bank of Canada | 677 | -24,017 | $9.0K | -$394.0K | -97.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 88,874 | -10,548 | $1.1M | -$354.2K | -10.6% |
| Teton Advisors, LLC | 113,000 | -4,500 | $1.4M | -$318.3K | -3.8% |
| Federation des caisses Desjardins du Quebec | 109,484 | 0 | $1.4M | -$243.6K | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 26,905 | -9,979 | $339.7K | -$208.1K | -27.1% |
| AQR CAPITAL MANAGEMENT LLC | 15,466 | -8,831 | $195.3K | -$165.6K | -36.3% |
| TWO SIGMA ADVISERS, LP | 20,000 | -8,100 | $252.5K | -$164.8K | -28.8% |
| Rathbones Group Plc | 73,360 | 0 | $926.2K | -$163.2K | 0.0% |
| Quantinno Capital Management LP | 32,738 | -5,988 | $413.3K | -$161.8K | -15.5% |
| Baker Ellis Asset Management LLC | 25,300 | -5,250 | $319.4K | -$134.3K | -17.2% |
| SFE Investment Counsel | 60,010 | 0 | $757.6K | -$133.5K | 0.0% |
| UBS Group AG | 11,790 | -6,543 | $148.8K | -$123.4K | -35.7% |
| Nuveen, LLC | 54,352 | 0 | $686.2K | -$120.9K | 0.0% |
| WHITTIER TRUST CO | 16,368 | -4,388 | $206.9K | -$106.5K | -21.1% |
| JPMORGAN CHASE & CO | 16,913 | -4,471 | $213.5K | -$104.0K | -20.9% |
| Stratos Wealth Partners, LTD. | 28,012 | -1,894 | $353.7K | -$90.5K | -6.3% |
| RHUMBLINE ADVISERS | 20,945 | -2,790 | $264.4K | -$88.0K | -11.8% |
| Sowell Financial Services LLC | 39,160 | 0 | $494.4K | -$87.1K | 0.0% |
| EVERETT HARRIS & CO /CA/ | 24,347 | -2,175 | $307.4K | -$86.5K | -8.2% |
| Mutual Advisors, LLC | 40,000 | 0 | $505.0K | -$79.8K | 0.0% |
| Invesco Ltd. | 20,211 | -1,334 | $255.2K | -$64.8K | -6.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 28,740 | 0 | $362.7K | -$64.1K | 0.0% |
| FIRST INTERSTATE BANK | 25,000 | 0 | $315.6K | -$55.6K | 0.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15,800 | 0 | $199.5K | -$35.2K | 0.0% |
| Parvin Asset Management, LLC | 12,050 | -500 | $152.1K | -$34.2K | -4.0% |
| PNC Financial Services Group, Inc. | 1,302 | -1,714 | $16.4K | -$28.4K | -56.8% |
| SRS Capital Advisors, Inc. | 567 | -1,725 | $7.2K | -$26.9K | -75.3% |
| Ashton Thomas Private Wealth, LLC | 11,176 | 0 | $141.9K | -$24.0K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,695 | -95 | $97.1K | -$18.5K | -1.2% |
| McIlrath & Eck, LLC | 4,870 | 0 | $61.5K | -$10.8K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 3,600 | 0 | $45.5K | -$8.0K | 0.0% |
| EverSource Wealth Advisors, LLC | 59 | -527 | $745 | -$8.0K | -89.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135 | -349 | $1.7K | -$5.5K | -72.1% |
| NISA INVESTMENT ADVISORS, LLC | 784 | -239 | $10.0K | -$5.2K | -23.4% |
| Sterling Capital Management LLC | 960 | -189 | $12.1K | -$4.9K | -16.4% |
| Legal & General Group Plc | 1,466 | 0 | $18.5K | -$3.3K | 0.0% |
| Ameritas Investment Partners, Inc. | 1,446 | 0 | $18.3K | -$3.2K | 0.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,025 | -13 | $12.9K | -$2.5K | -1.3% |
| WHITTIER TRUST CO OF NEVADA INC | 1,000 | 0 | $12.6K | -$2.5K | 0.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 937 | 0 | $11.9K | -$2.0K | 0.0% |
| BARCLAYS PLC | 27,795 | -1,373 | $435.0K | +$1.8K | -4.7% |
| ADVISOR GROUP HOLDINGS, INC. | 625 | -18 | $7.9K | -$1.7K | -2.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 748 | 0 | $9.4K | -$1.7K | 0.0% |
| Ancora Advisors, LLC | 500 | 0 | $6.3K | -$1.1K | 0.0% |
| Optiver Holding B.V. | 272 | 0 | $3.4K | -$605 | 0.0% |
| True Wealth Design, LLC | 1 | -9 | $13 | -$136 | -90.0% |
| CALDWELL SUTTER CAPITAL, INC. | 54 | 0 | $682 | -$120 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 40 | 0 | $505 | -$99 | 0.0% |
| Covestor Ltd | 1,058 | -5,125 | $13 | -$79 | -82.9% |
| CWM, LLC | 1,032 | -1,418 | $13 | -$23 | -57.9% |
| AMALGAMATED BANK | 523 | -67 | $7 | -$2 | -11.3% |
| Avion Wealth | 100 | 0 | $1 | $0 | 0.0% |
Sold Out(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | -210,831 | $0 | -$3.1M | — |
| Robertson Stephens Wealth Management, LLC | 0 | -101,460 | $0 | -$1.5M | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -45,800 | $0 | -$680.1K | — |
| Penn Capital Management Company, LLC | 0 | -37,105 | $0 | -$551.0K | — |
| NJ State Employees Deferred Compensation Plan | 0 | -28,000 | $0 | -$415.8K | — |
| Walleye Capital LLC | 0 | -12,243 | $0 | -$181.8K | — |
| DEUTSCHE BANK AG\ | 0 | -11,657 | $0 | -$173.1K | — |
| ENVESTNET ASSET MANAGEMENT INC | 0 | -10,151 | $0 | -$150.7K | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 0 | -816 | $0 | -$12.1K | — |
| Colonial Trust Advisors | 0 | -400 | $0 | -$5.9K | — |
| BFSG, LLC | 0 | -222 | $0 | -$3.3K | — |
| Clearstead Advisors, LLC | 0 | -12 | $0 | -$179 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | 2,926,713 | $36.9M | -258,568 | -8.1% |
| BlackRock, Inc. | 1,154,985 | $14.6M | +983 | 0.1% |
| VANGUARD GROUP INC | 967,959 | $12.2M | +6,833 | 0.7% |
| DIMENSIONAL FUND ADVISORS LP | 505,220 | $6.4M | -62,388 | -11.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 399,685 | $5.0M | -3,426 | -0.8% |
| STATE STREET CORP | 327,990 | $4.2M | -648 | -0.2% |
| GAMCO INVESTORS, INC. ET AL | 272,200 | $3.4M | +19,000 | 7.5% |
| Riverwater Partners LLC | 261,428 | $3.3M | +17,422 | 7.1% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 260,187 | $3.3M | +3,850 | 1.5% |
| Peapod Lane Capital LLC | 208,547 | $2.6M | +64,178 | 44.5% |
| Quinn Opportunity Partners LLC | 180,357 | $2.3M | 0 | 0.0% |
| GABELLI FUNDS LLC | 149,500 | $1.9M | +6,400 | 4.5% |
| NORTHERN TRUST CORP | 133,114 | $1.7M | -12,513 | -8.6% |
| Teton Advisors, LLC | 113,000 | $1.4M | -4,500 | -3.8% |
| Federation des caisses Desjardins du Quebec | 109,484 | $1.4M | 0 | 0.0% |
| MORGAN STANLEY | 108,380 | $1.4M | +18,758 | 20.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 88,874 | $1.1M | -10,548 | -10.6% |
| WHITE PINE CAPITAL LLC | 82,232 | $1.0M | +17,248 | 26.5% |
| CITADEL ADVISORS LLC | 81,653 | $1.0M | -114,168 | -58.3% |
| Rathbones Group Plc | 73,360 | $926.2K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
12 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for LMNR against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.