undamentalytics Newsletter

Limoneira Co: which funds bought and sold

Institutions that bought and sold Limoneira shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 49 institutions that filed 13F reports for both quarters added to or opened positions in Limoneira, and 50 cut or closed them. Together they added a net 716K shares, +6.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 18K shares (−2.1%); index fund managers were net buyers of 2,239 shares (+0.1%). 11 opened a new position and 14 sold out entirely.

Bought, Q2 2026 49 institutions, 11 of them new holders Sold, Q2 2026 50 institutions, 14 of them sold out
Net change, all compared +716K shares (+6.8%)
Net change, active managers −18K shares (−2.1%), 5 bought, 6 sold

Buyers versus sellers

institutions compared, 125
Active managers and hedge funds 5 bought · 6 sold · −18K
Index fund managers 6 bought · 3 sold · +2,239
Other institutions 38 bought · 41 sold · +733K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Ameriprise Financial Inc +518K New position 518K $6.8M
Flax Pond Capital, LLC +184K +107.5% 355K $4.7M
Morgan Stanley +101K +86.3% 219K $2.9M
Peapod Lane Capital LLC +93K +37.3% 341K $4.5M
Marquette Asset Management, LLC +46K New position 46K $608,379
Blackrock, Inc. Index funds +40K +3.6% 1.1M $15.1M
UBS Group AG +34K +107.7% 65K $858,676
AQR Capital Management LLC Hedge fund +34K +147.6% 57K $744,655
Quantinno Capital Management LP +26K +41.2% 89K $1.2M
Wedbush Securities Inc +23K New position 23K $297,000
R Squared Ltd +17K New position 17K $221,936
Vanguard Portfolio Management LLC Index funds +16K +16.6% 112K $1.5M
Abel Hall, LLC +13K New position 13K $174,117
State Street Corp Index funds +13K +3.8% 346K $4.5M
Envestnet Asset Management Inc +13K +36.8% 47K $611,651
Trexquant Investment LP Hedge fund +11K New position 11K $142,605
FMR LLC Active manager +10K +243.6% 14K $189,982
Bank Of New York Mellon Corp +9,724 +24.0% 50K $658,621
First Wilshire Securities Management Inc +8,477 +1.5% 587K $7.7M
Riverwater Partners LLC +8,253 +2.5% 337K $4.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Rathbones Group PLC −73K −50.0% 73K $963,216
Vanguard Capital Management LLC Index funds −73K −9.3% 715K $9.4M
Dimensional Fund Advisors LP −59K −13.7% 370K $4.9M
White Pine Capital LLC −58K −27.4% 154K $2M
Citadel Advisors LLC Hedge fund −40K −30.8% 90K $1.2M
Global Alpha Capital Management Ltd. −28K −0.9% 2.9M $38.1M
HRT Financial LP −20K Sold out 0 —
Goldman Sachs Group Inc −20K −28.1% 52K $684,362
Baker Ellis Asset Management LLC −19K Sold out 0 —
Two Sigma Investments, LP Hedge fund −16K Sold out 0 —
Virtu Financial LLC −16K Sold out 0 —
Marshall Wace, LLP Hedge fund −13K Sold out 0 —
Byrne Asset Management LLC −13K Sold out 0 —
Jane Street Group, LLC −12K Sold out 0 —
Susquehanna International Group, LLP −12K −43.2% 16K $207,467
Ashton Thomas Private Wealth, LLC −12K Sold out 0 —
Everett Harris & Co −8,442 −41.8% 12K $154,527
Jpmorgan Chase & Co −7,845 −50.7% 7,627 $99,837
Xtx Topco Ltd −6,916 −25.9% 20K $260,460
D. E. Shaw & Co., Inc. Hedge fund −4,555 −7.1% 60K $784,990

New positions

largest by value
InstitutionSharesValue June 30, 2026
Ameriprise Financial Inc 518K $6.8M
Marquette Asset Management, LLC 46K $608,379
Wedbush Securities Inc 23K $297,000
R Squared Ltd 17K $221,936
Abel Hall, LLC 13K $174,117
Trexquant Investment LPHedge fund 11K $142,605
Integrated Wealth Concepts LLC 435 $5,709
Huntington National Bank 391 $5,134
Fifth Third Bancorp 70 $919
Clearstead Advisors, LLC 4 $54

Sold out

largest by value
InstitutionSharesValue March 31, 2026
HRT Financial LP 20K $273,000
Baker Ellis Asset Management LLC 19K $252,296
Two Sigma Investments, LPHedge fund 16K $215,834
Virtu Financial LLC 16K $215,000
Marshall Wace, LLPHedge fund 13K $171,722
Byrne Asset Management LLC 13K $170,045
Jane Street Group, LLC 12K $167,549
Ashton Thomas Private Wealth, LLC 12K $159,376
Aster Capital Management (Difc) Ltd 3,765 $66,716
Van Eck Associates Corp 3,056 $41,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
112
Ten largest holders
68.4%
of 13F-reported shares
Index fund managers
27.1%
of 13F-reported shares
Active managers and hedge funds
7.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 5 6 1 2 −18K −2.1%
Index fund managers 6 3 0 0 +2,239 +0.1%
Other institutions 38 41 10 12 +733K +11.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Limoneira Co · Insiders · Politicians