Alico Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.28 M | $52.97 M | -1.08% | 16.78% |
| BLACKROCK, INC. | 05/13/2026 | 418.81 K | $17.28 M | 5.66% | 5.47% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 287.14 K | $11.85 M | -10.30% | 3.75% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 285.33 K | $11.77 M | 0.30% | 3.73% |
| 05/15/2026 | 234.67 K | $9.68 M | 100.00% | 3.07% | |
| CM MANAGEMENT, LLC | 05/08/2026 | 200.00 K | $8.25 M | 0.00% | 2.61% |
| MORGAN STANLEY | 05/15/2026 | 146.15 K | $6.03 M | 2.05% | 1.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 145.07 K | $5.99 M | 4.66% | 1.90% |
| STATE STREET CORP | 05/15/2026 | 135.89 K | $5.61 M | 2.53% | 1.78% |
| PEAPOD LANE CAPITAL LLC | 05/04/2026 | 133.69 K | $5.50 M | -0.01% | 1.75% |
| RODGERS BROTHERS INC. | 05/14/2026 | 112.60 K | $4.65 M | 0.22% | 1.47% |
| ACCORDANT ADVISORY GROUP INC | 05/11/2026 | 100.64 K | $4.15 M | 6.59% | 1.32% |
| TOWERVIEW LLC | 05/05/2026 | 85.00 K | $3.51 M | -18.47% | 1.11% |
| OAK FAMILY ADVISORS, LLC | 04/20/2026 | 61.30 K | $2.53 M | 6.32% | 0.80% |
| NORTHERN TRUST CORP | 05/14/2026 | 58.18 K | $2.40 M | 1.22% | 0.76% |
| BARD ASSOCIATES INC | 05/08/2026 | 55.63 K | $2.30 M | 0.19% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 53.10 K | $2.19 M | -2.81% | 0.69% |
| NAPLES GLOBAL ADVISORS, LLC | 04/20/2026 | 46.75 K | $1.93 M | -6.16% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 38.46 K | $1.59 M | 100.00% | 0.50% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 34.56 K | $1.43 M | 26.90% | 0.45% |
| 05/08/2026 | 32.58 K | $1.34 M | 100.00% | 0.43% | |
| UBS GROUP AG | 05/05/2026 | 23.95 K | $988.30 K | -1.26% | 0.31% |
| ELLSWORTH ADVISORS, LLC | 04/16/2026 | 23.30 K | $961.52 K | 0.71% | 0.30% |
| ABUNDANCE WEALTH COUNSELORS | 04/23/2026 | 21.93 K | $904.79 K | 12.61% | 0.29% |
| ALLEN INVESTMENT MANAGEMENT LLC | 05/07/2026 | 21.11 K | $870.83 K | 0.00% | 0.28% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2026 | 20.37 K | $840.55 K | 0.00% | 0.27% |
| WENDELL DAVID ASSOCIATES INC | 04/23/2026 | 17.87 K | $737.00 K | 0.00% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 17.17 K | $708.43 K | -1.42% | 0.22% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 16.85 K | $695.23 K | -0.59% | 0.22% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 05/15/2026 | 16.05 K | $662.22 K | 0.00% | 0.21% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 16.04 K | $661.64 K | 0.97% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 14.44 K | $595.65 K | 16.28% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 13.73 K | $566.54 K | -0.59% | 0.18% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 13.60 K | $561.30 K | -4.58% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 13.59 K | $560.89 K | -9.88% | 0.18% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 13.50 K | $556.80 K | 2.62% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 13.44 K | $554.45 K | -37.32% | 0.18% |
| RHUMBLINE ADVISERS | 05/12/2026 | 13.11 K | $540.79 K | 3.86% | 0.17% |
| M HOLDINGS SECURITIES, INC. | 05/12/2026 | 11.78 K | $479.00 K | -4.83% | 0.15% |
| JPMORGAN CHASE & CO | 05/13/2026 | 11.14 K | $457.10 K | -24.43% | 0.15% |
| INVESCO LTD. | 05/12/2026 | 11.11 K | $458.44 K | -0.16% | 0.15% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 10.20 K | $420.69 K | -53.37% | 0.13% |
| NUVEEN, LLC | 04/30/2026 | 9.41 K | $388.34 K | 0.00% | 0.12% |
| FMR LLC | 05/15/2026 | 9.20 K | $379.42 K | -0.96% | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 9.01 K | $371.63 K | 616.55% | 0.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 8.79 K | $362.84 K | -6.57% | 0.11% |
| XTX TOPCO LTD | 05/15/2026 | 8.52 K | $351.33 K | 100.00% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 8.07 K | $333.01 K | -60.97% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 7.33 K | $302.44 K | 100.00% | 0.10% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 7.11 K | $293.52 K | 2.85% | 0.09% |
Alico Inc. institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Alico Inc.. The most heavily invested institutionals were:
GATE CITY CAPITAL MANAGEMENT, LLC: 1.28 M
BlackRock, Inc.: 418,808
DIMENSIONAL FUND ADVISORS LP: 287,141
Pacific Ridge Capital Partners, LLC: 285,332
CM Management, LLC: 200,000
MORGAN STANLEY: 146,147
57.95% of Alico Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.77 M shares in the last 24 months. This purchase volume represents approximately $340.40 M in transactions.