Alico Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.29 M | $53.50 M | 0.74% | 17.43% |
| BLACKROCK, INC. | 08/07/2026 | 445.44 K | $18.43 M | 6.36% | 6.00% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 283.14 K | $11.71 M | -0.77% | 3.82% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 261.49 K | $10.82 M | -8.93% | 3.52% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 242.66 K | $10.04 M | 3.40% | 3.27% |
| CM MANAGEMENT, LLC | 08/13/2026 | 200.00 K | $8.27 M | 0.00% | 2.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 146.05 K | $6.04 M | 0.68% | 1.97% |
| MORGAN STANLEY | 08/13/2026 | 142.40 K | $5.89 M | -2.57% | 1.92% |
| STATE STREET CORP | 08/07/2026 | 135.73 K | $5.62 M | -0.12% | 1.83% |
| PEAPOD LANE CAPITAL LLC | 07/27/2026 | 117.44 K | $4.86 M | -12.16% | 1.58% |
| RODGERS BROTHERS INC. | 08/05/2026 | 112.60 K | $4.66 M | 0.00% | 1.52% |
| ACCORDANT ADVISORY GROUP INC | 07/27/2026 | 101.32 K | $4.19 M | 0.68% | 1.37% |
| TOWERVIEW LLC | 08/04/2026 | 75.50 K | $3.12 M | -11.18% | 1.02% |
| OAK FAMILY ADVISORS, LLC | 07/20/2026 | 63.58 K | $2.63 M | 3.71% | 0.86% |
| NORTHERN TRUST CORP | 08/13/2026 | 60.65 K | $2.51 M | 4.25% | 0.82% |
| BARD ASSOCIATES INC | 08/12/2026 | 55.61 K | $2.30 M | -0.04% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 54.82 K | $2.27 M | 3.24% | 0.74% |
| NAPLES GLOBAL ADVISORS, LLC | 07/23/2026 | 44.85 K | $1.86 M | -4.06% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 39.96 K | $1.65 M | 3.91% | 0.54% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 39.35 K | $1.63 M | 20.76% | 0.53% |
| ABUNDANCE WEALTH COUNSELORS | 07/23/2026 | 38.80 K | $1.60 M | 76.91% | 0.52% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 33.12 K | $1.37 M | -4.15% | 0.45% |
| ELLSWORTH ADVISORS, LLC | 07/16/2026 | 23.57 K | $964.16 K | 1.15% | 0.32% |
| UBS GROUP AG | 08/13/2026 | 23.08 K | $954.70 K | -3.66% | 0.31% |
| ALLEN INVESTMENT MANAGEMENT LLC | 08/05/2026 | 21.11 K | $873.16 K | 0.00% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 20.56 K | $850.64 K | 28.22% | 0.28% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2026 | 20.37 K | $842.79 K | 0.00% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 19.29 K | $797.95 K | 12.34% | 0.26% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 19.29 K | $797.95 K | 100.00% | 0.26% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 18.55 K | $767.41 K | 10.09% | 0.25% |
| WENDELL DAVID ASSOCIATES INC | 07/27/2026 | 17.87 K | $739.00 K | 0.00% | 0.24% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 08/14/2026 | 16.05 K | $663.99 K | 0.00% | 0.22% |
| MARQUETTE ASSET MANAGEMENT, LLC | 07/09/2026 | 15.77 K | $652.45 K | 100.00% | 0.21% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 14.69 K | $606.19 K | 127.78% | 0.20% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 14.21 K | $587.99 K | 4.48% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 13.67 K | $565.69 K | -0.42% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 13.64 K | $564.20 K | 1.49% | 0.18% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 13.50 K | $558.29 K | 0.00% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 13.47 K | $557.07 K | -6.73% | 0.18% |
| RHUMBLINE ADVISERS | 08/12/2026 | 12.97 K | $536.44 K | -1.07% | 0.17% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 12.45 K | $514.89 K | 38.18% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 12.31 K | $509.39 K | -9.42% | 0.17% |
| JPMORGAN CHASE & CO | 08/12/2026 | 12.28 K | $505.39 K | 10.24% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 11.69 K | $483.53 K | 59.45% | 0.16% |
| RD LEWIS HOLDINGS, INC. | 08/12/2026 | 9.90 K | $417.93 K | 91.76% | 0.13% |
| NUVEEN, LLC | 08/11/2026 | 9.41 K | $389.38 K | 0.00% | 0.13% |
| INVESCO LTD. | 08/14/2026 | 9.24 K | $382.30 K | -16.83% | 0.12% |
| FMR LLC | 08/13/2026 | 9.07 K | $375.00 K | -1.42% | 0.12% |
| XTX TOPCO LTD | 08/14/2026 | 8.27 K | $342.09 K | -2.89% | 0.11% |
| R SQUARED LTD | 08/05/2026 | 8.05 K | $333.15 K | 100.00% | 0.11% |
Alico Inc. institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Alico Inc.. The most heavily invested institutionals were:
GATE CITY CAPITAL MANAGEMENT, LLC: 1.29 M
BlackRock, Inc.: 445,439
Pacific Ridge Capital Partners, LLC: 283,139
DIMENSIONAL FUND ADVISORS LP: 261,491
VANGUARD CAPITAL MANAGEMENT LLC: 242,656
CM Management, LLC: 200,000
60.48% of Alico Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.09 M shares in the last 24 months. This purchase volume represents approximately $352.84 M in transactions.