Alico Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.30 M | $47.21 M | 3.14% | 16.96% |
| BLACKROCK, INC. | 02/12/2026 | 396.38 K | $14.42 M | 2.29% | 5.18% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 320.12 K | $11.65 M | -9.36% | 4.18% |
| VANGUARD GROUP INC | 01/29/2026 | 293.81 K | $10.69 M | 13.15% | 3.84% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 284.47 K | $10.35 M | -2.89% | 3.72% |
| CM MANAGEMENT, LLC | 02/02/2026 | 200.00 K | $7.28 M | -6.98% | 2.61% |
| MORGAN STANLEY | 02/13/2026 | 143.21 K | $5.21 M | 4.34% | 1.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 138.61 K | $5.05 M | 3.52% | 1.81% |
| PEAPOD LANE CAPITAL LLC | 01/28/2026 | 133.70 K | $4.86 M | 0.74% | 1.75% |
| STATE STREET CORP | 02/13/2026 | 132.53 K | $4.82 M | -1.27% | 1.73% |
| RODGERS BROTHERS INC. | 02/13/2026 | 112.35 K | $4.09 M | -0.66% | 1.47% |
| TOWERVIEW LLC | 02/04/2026 | 104.25 K | $3.79 M | -14.55% | 1.36% |
| ACCORDANT ADVISORY GROUP INC | 01/22/2026 | 94.41 K | $3.43 M | 39.41% | 1.23% |
| OAK FAMILY ADVISORS, LLC | 02/03/2026 | 57.66 K | $2.10 M | 12.13% | 0.75% |
| NORTHERN TRUST CORP | 02/17/2026 | 57.48 K | $2.09 M | 1.31% | 0.75% |
| BARD ASSOCIATES INC | 02/13/2026 | 55.52 K | $2.02 M | -1.03% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 54.63 K | $1.99 M | 32.33% | 0.71% |
| NAPLES GLOBAL ADVISORS, LLC | 02/04/2026 | 49.82 K | $1.81 M | -2.24% | 0.65% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 27.23 K | $990.70 K | 61.55% | 0.36% |
| UBS GROUP AG | 01/29/2026 | 24.26 K | $882.54 K | -10.94% | 0.32% |
| ELLSWORTH ADVISORS, LLC | 01/16/2026 | 23.14 K | $907.98 K | 3.77% | 0.30% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 21.87 K | $795.52 K | 100.00% | 0.29% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 21.44 K | $779.91 K | 0.00% | 0.28% |
| ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2026 | 21.11 K | $767.84 K | 0.00% | 0.28% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 20.68 K | $752.23 K | 73.16% | 0.27% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 02/06/2026 | 20.37 K | $741.13 K | 1.86% | 0.27% |
| ABUNDANCE WEALTH COUNSELORS | 01/26/2026 | 19.47 K | $708.43 K | 12.89% | 0.25% |
| REDMONT WEALTH ADVISORS LLC | 02/06/2026 | 18.60 K | $676.60 K | -0.45% | 0.24% |
| WENDELL DAVID ASSOCIATES INC | 01/30/2026 | 17.87 K | $650.00 K | 0.00% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 17.42 K | $633.63 K | 9.62% | 0.23% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 16.95 K | $616.64 K | -5.04% | 0.22% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 02/17/2026 | 16.05 K | $583.90 K | 47.93% | 0.21% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 15.88 K | $577.79 K | 25.86% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 15.08 K | $548.76 K | 24.87% | 0.20% |
| JPMORGAN CHASE & CO | 02/11/2026 | 14.74 K | $536.33 K | -10.09% | 0.19% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 14.26 K | $518.67 K | 9.69% | 0.19% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 14.10 K | $513.00 K | -1.80% | 0.18% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 13.81 K | $502.49 K | -0.75% | 0.18% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 13.15 K | $478.43 K | 100.00% | 0.17% |
| RHUMBLINE ADVISERS | 02/13/2026 | 12.62 K | $459.11 K | -13.47% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 12.42 K | $451.70 K | 5.43% | 0.16% |
| M HOLDINGS SECURITIES, INC. | 02/11/2026 | 12.38 K | $450.00 K | 100.00% | 0.16% |
| R SQUARED LTD | 01/30/2026 | 11.33 K | $412.15 K | 100.00% | 0.15% |
| INVESCO LTD. | 02/19/2026 | 11.13 K | $404.87 K | -24.78% | 0.15% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 10.69 K | $388.30 K | 0.00% | 0.14% |
| WORTH VENTURE PARTNERS, LLC | 02/17/2026 | 10.04 K | $365.18 K | 0.00% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 9.41 K | $342.41 K | -40.81% | 0.12% |
| NUVEEN, LLC | 02/12/2026 | 9.41 K | $342.41 K | 0.00% | 0.12% |
| FMR LLC | 02/17/2026 | 9.29 K | $337.80 K | 23.82% | 0.12% |
| MOORS & CABOT, INC. | 02/10/2026 | 9.01 K | $327.78 K | 2.27% | 0.12% |
Alico Inc. institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Alico Inc.. The most heavily invested institutionals were:
Peapod Lane Capital LLC: 133,692
TOWERVIEW LLC: 85,000
OAK FAMILY ADVISORS, LLC: 61,300
Bank of New York Mellon Corp: 53,099
NAPLES GLOBAL ADVISORS, LLC: 46,748
UBS Group AG: 23,953
59.12% of Alico Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.95 M shares in the last 24 months. This purchase volume represents approximately $347.36 M in transactions.