Stock ownership · SEC 13F · Q3 2025

LIMONEIRA CO

Institutional ownership of LIMONEIRA CO (CUSIP 532746104) - who holds it, how concentrated it is, and what moved last quarter.

$767K
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $767K of LIMONEIRA CO positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$767K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$767K

Institutional 13F value

Institutions

2

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

2

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 Penn Capital Management Company, LLC 37,105 $551K 71.8%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 14,554 $216K 28.2%

Latest Quarter Activity · Q3 2025

What the data says about LIMONEIRA CO

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold LIMONEIRA CO?
LIMONEIRA CO is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of LIMONEIRA CO?
Institutions report $767K of LIMONEIRA CO as of Q3 2025.
How concentrated is ownership of LIMONEIRA CO?
The top five institutional holders account for 100% of the reported institutional value in LIMONEIRA CO, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of LIMONEIRA CO?
Penn Capital Management Company, LLC is the largest reported holder of LIMONEIRA CO with $551K across 37,105 shares as of Q3 2025.
Where does this LIMONEIRA CO data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.