LMNR Limoneira Company
Limoneira Company (LMNR) Institutional Ownership
What the institutions did with LMNR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 402.5K | 22.2% |
| DIMENSIONAL FUND ADVISORS LP | 372.0K | 20.5% |
| Riverwater Partners LLC | 361.6K | 19.9% |
| Peapod Lane Capital LLC | 319.3K | 17.6% |
| Robertson Stephens Wealth Management, LLC | 88.2K | 4.9% |
| SFE Investment Counsel | 60.0K | 3.3% |
| Bank of New York Mellon Corp | 43.1K | 2.4% |
| Sowell Financial Services LLC | 39.2K | 2.2% |
| First Interstate Bank | 25.0K | 1.4% |
| Ashton Thomas Private Wealth, LLC | 24.3K | 1.3% |
| Telos Capital Management, Inc. | 20.2K | 1.1% |
| DEUTSCHE BANK AG\ | 14.3K | 0.8% |
| EVERETT HARRIS & CO /CA/ | 11.6K | 0.6% |
| Russell Investments Group, Ltd. | 11.2K | 0.6% |
| BARCLAYS PLC | 6.7K | 0.4% |
| Leonteq Securities AG | 3.9K | 0.2% |
| Versant Capital Management, Inc | 3.2K | 0.2% |
| TRUST CO OF VERMONT | 2.5K | 0.1% |
| NISA INVESTMENT ADVISORS, LLC | 1.3K | 0.1% |
| CITIGROUP INC | 822 | 0.0% |
| GAMMA Investing LLC | 757 | 0.0% |
| Sterling Capital Management LLC | 331 | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 238 | 0.0% |
| SIMPLEX TRADING, LLC | 236 | 0.0% |
| Allworth Financial LP | 222 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Marquette Asset Management, LLC | Sold Out | 46.3K | 0 | -46.3K |
| Ashton Thomas Private Wealth, LLC | New | 0 | 24.3K | +24.3K |
| Riverwater Partners LLC | Increased | 337.4K | 361.6K | +24.2K |
| WEDBUSH SECURITIES INC | Sold Out | 22.6K | 0 | -22.6K |
| Peapod Lane Capital LLC | Reduced | 340.9K | 319.3K | -21.5K |
| Telos Capital Management, Inc. | New | 0 | 20.2K | +20.2K |
| R Squared Ltd | Sold Out | 16.9K | 0 | -16.9K |
| Abel Hall, LLC | Sold Out | 13.3K | 0 | -13.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 414.6K | 402.5K | -12.1K |
| Bank of New York Mellon Corp | Reduced | 50.2K | 43.1K | -7.0K |
| CITIGROUP INC | Reduced | 7.8K | 822 | -6.9K |
| BARCLAYS PLC | Increased | 2.5K | 6.7K | +4.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 369.9K | 372.0K | +2.1K |
| DEUTSCHE BANK AG\ | Reduced | 16.4K | 14.3K | -2.1K |
| PNC Financial Services Group, Inc. | Reduced | 1.5K | 66 | -1.5K |
| Russell Investments Group, Ltd. | Increased | 9.7K | 11.2K | +1.4K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 784 | 1.3K | +565 |
| GAMMA Investing LLC | Increased | 303 | 757 | +454 |
| Leonteq Securities AG | Reduced | 4.3K | 3.9K | -383 |
| UMB Bank, n.a. | New | 0 | 202 | +202 |
| EVERETT HARRIS & CO /CA/ | Reduced | 11.8K | 11.6K | -150 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 379 | 238 | -141 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 111 | +111 |
| SJS Investment Consulting Inc. | Increased | 6 | 98 | +92 |
| Caitong International Asset Management Co., Ltd | New | 0 | 39 | +39 |
| Larson Financial Group LLC | New | 0 | 38 | +38 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | New | 0 | 18 | +18 |
| TD PRIVATE CLIENT WEALTH LLC | New | 0 | 14 | +14 |
| Farther Finance Advisors, LLC | Increased | 12 | 25 | +13 |
| FIFTH THIRD BANCORP | Increased | 70 | 82 | +12 |
| True Wealth Design, LLC | Increased | 21 | 32 | +11 |
| SBI Securities Co., Ltd. | Increased | 50 | 61 | +11 |
| EverSource Wealth Advisors, LLC | Reduced | 73 | 62 | -11 |
| Sterling Capital Management LLC | Reduced | 339 | 331 | -8 |
| SIMPLEX TRADING, LLC | Reduced | 241 | 236 | -5 |
| Essential Partners LLC | Reduced | 120 | 115 | -5 |
| Clearstead Advisors, LLC | Reduced | 4 | 1 | -3 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 2 | 0 | -2 |
| Root Financial Partners, LLC | New | 0 | 1 | +1 |
| IFP Advisors, Inc | Increased | 2 | 3 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.