LMNR Institutional Ownership
Limoneira Company
1W: -9.5%
1M: -9.8%
3M: -21.3%
YTD: -16.8%
1Y: -27.3%
3Y: -22.6%
5Y: -28.7%
$10.57
-0.06 (-0.56%)
After Hours: $11.17 (+0.60, +5.68%)
Weekly Expected Move ±4.1%
$10
$10
$11
$11
$12
Credit Risk of going bust: lower than 60% of companies Debt: 36.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.34 (down 97%), Limoneira Company would be worth roughly what it owes.
Total debt $109.0M against a stock market value of $192.7M.
Distance to default 6.17 (Merton model): prices to 2026-10-26, balance sheet 2026-07-31, debt counted $51.2M (short-term plus half of long-term), stock volatility 31.8%; Altman Z'' -0.08. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.34 (down 97%), Limoneira Company would be worth roughly what it owes.
Total debt $109.0M against a stock market value of $192.7M.
Distance to default 6.17 (Merton model): prices to 2026-10-26, balance sheet 2026-07-31, debt counted $51.2M (short-term plus half of long-term), stock volatility 31.8%; Altman Z'' -0.08. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — LMNR
128
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$146M
Total Invested
14
New Positions
39
Increased
48
Reduced
14
Closed
3.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Global Alpha Capital Management Ltd. | 2,898,549 | $31M | -27,718 | -0.9% | 45Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,147,405 | $12M | +40,280 | +3.6% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 715,090 | $8M | -73,052 | -9.3% | 2Q | SEC ↗ |
| 4 | FIRST WILSHIRE SECURITIES MANAGEMENT I | 586,536 | $6M | +8,477 | +1.5% | 53Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 517,570 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 414,572 | $4M | -2,225 | -0.5% | 63Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 369,925 | $4M | -58,680 | -13.7% | 65Q | SEC ↗ |
| 8 | STATE STREET CORP | 346,289 | $4M | +12,790 | +3.8% | 46Q | SEC ↗ |
| 9 | Peapod Lane Capital LLC | 340,880 | $4M | +92,537 | +37.3% | 5Q | SEC ↗ |
| 10 | Riverwater Partners LLC | 337,437 | $4M | +8,253 | +2.5% | 19Q | SEC ↗ |
| 11 | GAMCO INVESTORS, INC. ET AL | 293,200 | $3M | — | +0.0% | 16Q | SEC ↗ |
| 12 | MORGAN STANLEY | 218,774 | $2M | +101,323 | +86.3% | 60Q | SEC ↗ |
| 13 | Quinn Opportunity Partners LLC | 180,357 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 14 | FLAX POND CAPITAL, LLC | 180,008 | $2M | +8,876 | +5.2% | 3Q | SEC ↗ |
| 15 | WHITE PINE CAPITAL LLC | 154,404 | $2M | +39,354 | +34.2% | 28Q | SEC ↗ |
| 16 | GABELLI FUNDS LLC | 149,500 | $2M | — | +0.0% | 25Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 142,460 | $2M | +4,519 | +3.3% | 65Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 112,339 | $1M | +15,994 | +16.6% | 2Q | SEC ↗ |
| 19 | Teton Advisors, LLC | 111,000 | $1M | -2,000 | -1.8% | 4Q | SEC ↗ |
| 20 | VANGUARD FIDUCIARY TRUST CO | 108,142 | $1M | +5,088 | +4.9% | 2Q | SEC ↗ |
| 21 | Cinctive Capital Management LP | 96,454 | $1M | +25 | +0.0% | 2Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 89,890 | $956K | -39,979 | -30.8% | 6Q | SEC ↗ |
| 23 | Quantinno Capital Management LP | 88,604 | $942K | +25,846 | +41.2% | 5Q | SEC ↗ |
| 24 | Robertson Stephens Wealth Management, | 88,205 | $938K | — | +0.0% | 2Q | SEC ↗ |
| 25 | Federation des caisses Desjardins du Q | 75,327 | $801K | — | +0.0% | 38Q | SEC ↗ |
| 26 | Rathbones Group PLC | 73,360 | $780K | — | +0.0% | 28Q | SEC ↗ |
| 27 | UBS Group AG | 65,398 | $695K | +33,916 | +107.7% | 47Q | SEC ↗ |
| 28 | SFE Investment Counsel | 60,010 | $638K | — | +0.0% | 27Q | SEC ↗ |
| 29 | D. E. Shaw & Co., Inc. | 59,786 | $636K | -4,555 | -7.1% | 5Q | SEC ↗ |
| 30 | AQR CAPITAL MANAGEMENT LLC | 56,714 | $603K | +33,805 | +147.6% | 5Q | SEC ↗ |
| 31 | Oakum Bay Capital LLC | 56,405 | $600K | +2,622 | +4.9% | 2Q | SEC ↗ |
| 32 | Nuveen, LLC | 54,789 | $582K | — | +0.0% | 6Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 52,122 | $554K | -20,367 | -28.1% | 14Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 50,161 | $533K | +9,724 | +24.0% | 65Q | SEC ↗ |
| 35 | Advisors Asset Management, Inc. | 48,849 | $519K | -1,084 | -2.2% | 12Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 46,584 | $495K | +12,538 | +36.8% | 2Q | SEC ↗ |
| 37 | Marquette Asset Management, LLC NEW | 46,335 | $493K | — | +0.0% | 1Q | SEC ↗ |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 42,021 | $447K | -1,369 | -3.2% | 13Q | SEC ↗ |
| 39 | Sixth Street Partners Management Compa NEW | 42,021 | $447K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Mutual Advisors, LLC | 40,000 | $425K | — | +0.0% | 27Q | SEC ↗ |
| 41 | Sowell Financial Services LLC | 39,160 | $416K | — | +0.0% | 7Q | SEC ↗ |
| 42 | AMERICAN CENTURY COMPANIES INC | 39,127 | $416K | -221 | -0.6% | 12Q | SEC ↗ |
| 43 | Stratos Wealth Partners, LTD. | 31,536 | $335K | +5,000 | +18.8% | 14Q | SEC ↗ |
| 44 | Vident Advisory, LLC | 28,820 | $306K | — | +0.0% | 2Q | SEC ↗ |
| 45 | FULLER & THALER ASSET MANAGEMENT, INC. | 28,675 | $305K | -265 | -0.9% | 49Q | SEC ↗ |
| 46 | First Interstate Bank | 25,000 | $266K | — | +0.0% | 21Q | SEC ↗ |
| 47 | WELLS FARGO & COMPANY/MN | 24,171 | $257K | +7,778 | +47.4% | 49Q | SEC ↗ |
| 48 | WEDBUSH SECURITIES INC NEW | 22,592 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 21,300 | $226K | +214 | +1.0% | 13Q | SEC ↗ |
| 50 | XTX Topco Ltd | 19,837 | $211K | -6,916 | -25.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 517,570 | $6M |
| Marquette Asset Management, LLC | 46,335 | $493K |
| Sixth Street Partners Management Co | 42,021 | $447K |
| WEDBUSH SECURITIES INC | 22,592 | $240K |
| R Squared Ltd | 16,903 | $180K |
| Abel Hall, LLC | 13,261 | $141K |
| Trexquant Investment LP | 10,861 | $115K |
| TRUST CO OF VERMONT | 2,490 | $26K |
| Integrated Wealth Concepts LLC | 435 | $5K |
| HUNTINGTON NATIONAL BANK | 391 | $4K |
| FIFTH THIRD BANCORP | 70 | $1K |
| Clearstead Advisors, LLC | 4 | $0K |
| Sunbelt Securities, Inc. | 3 | $0K |
| Wealth Enhancement Trust Services, | 2 | $0K |
| James T. Borello RIA | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 29,123 | $310K |
| HRT FINANCIAL LP | 20,393 | $217K |
| Point72 Asset Management, L.P. | 19,350 | $206K |
| Baker Ellis Asset Management LLC | 18,800 | $200K |
| TWO SIGMA INVESTMENTS, LP | 16,083 | $171K |
| Virtu Financial LLC | 16,029 | $170K |
| Beartown Capital Management, LLC | 12,892 | $137K |
| MARSHALL WACE, LLP | 12,796 | $136K |
| Byrne Asset Management LLC | 12,671 | $135K |
| JANE STREET GROUP, LLC | 12,485 | $133K |
| Ashton Thomas Private Wealth, LLC | 11,876 | $126K |
| Aster Capital Management (DIFC) Ltd | 3,765 | $40K |
| VAN ECK ASSOCIATES CORP | 3,056 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holdin | 1,214 | $13K |
| Covestor Ltd | 1,058 | $11K |
| Annis Gardner Whiting Capital Advis | 937 | $10K |
| AMALGAMATED BANK | 523 | $6K |
| Optiver Holding B.V. | 160 | $2K |
| Zurcher Kantonalbank (Zurich Canton | 135 | $1K |
| Bare Financial Services, Inc | 36 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +101,323 | +86.3% | 218,774 |
| Peapod Lane Capital LLC | +92,537 | +37.3% | 340,880 |
| BlackRock, Inc. | +40,280 | +3.6% | 1,147,405 |
| WHITE PINE CAPITAL LLC | +39,354 | +34.2% | 154,404 |
| UBS Group AG | +33,916 | +107.7% | 65,398 |
| AQR CAPITAL MANAGEMENT LLC | +33,805 | +147.6% | 56,714 |
| Quantinno Capital Management LP | +25,846 | +41.2% | 88,604 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +15,994 | +16.6% | 112,339 |
| STATE STREET CORP | +12,790 | +3.8% | 346,289 |
| ENVESTNET ASSET MANAGEMENT INC | +12,538 | +36.8% | 46,584 |
| FMR LLC | +10,258 | +243.6% | 14,469 |
| Bank of New York Mellon Corp | +9,724 | +24.0% | 50,161 |
| FLAX POND CAPITAL, LLC | +8,876 | +5.2% | 180,008 |
| FIRST WILSHIRE SECURITIES MANAGEMEN | +8,477 | +1.5% | 586,536 |
| Riverwater Partners LLC | +8,253 | +2.5% | 337,437 |
| WELLS FARGO & COMPANY/MN | +7,778 | +47.4% | 24,171 |
| CITIGROUP INC | +6,995 | +903.7% | 7,769 |
| CWM, LLC | +5,162 | +500.2% | 6,194 |
| VANGUARD FIDUCIARY TRUST CO | +5,088 | +4.9% | 108,142 |
| Stratos Wealth Partners, LTD. | +5,000 | +18.8% | 31,536 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | -73,052 | -9.3% | 715,090 |
| DIMENSIONAL FUND ADVISORS LP | -58,680 | -13.7% | 369,925 |
| CITADEL ADVISORS LLC | -39,979 | -30.8% | 89,890 |
| Global Alpha Capital Management Ltd | -27,718 | -0.9% | 2,898,549 |
| GOLDMAN SACHS GROUP INC | -20,367 | -28.1% | 52,122 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -11,998 | -43.2% | 15,801 |
| EVERETT HARRIS & CO /CA | -8,442 | -41.8% | 11,769 |
| JPMORGAN CHASE & CO | -7,845 | -50.7% | 7,627 |
| XTX Topco Ltd | -6,916 | -25.9% | 19,837 |
| D. E. Shaw & Co., Inc. | -4,555 | -7.1% | 59,786 |
| BARCLAYS PLC | -4,127 | -62.3% | 2,493 |
| Russell Investments Group, Ltd. | -4,061 | -29.4% | 9,740 |
| BANK OF AMERICA CORP /DE | -3,891 | -23.5% | 12,668 |
| Invesco Ltd. | -2,407 | -11.4% | 18,685 |
| Tower Research Capital LLC (TRC) | -2,263 | -69.4% | 998 |
| GEODE CAPITAL MANAGEMENT, LLC | -2,225 | -0.5% | 414,572 |
| Teton Advisors, LLC | -2,000 | -1.8% | 111,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,369 | -3.2% | 42,021 |
| Advisors Asset Management, Inc. | -1,084 | -2.2% | 48,849 |
| HSBC HOLDINGS PLC | -905 | -7.9% | 10,545 |