Alico, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 770,844 | $19.99 M | 0.00% | 10.11% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 485,036 | $12.58 M | -1.02% | 6.36% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 421,738 | $10.94 M | -2.20% | 5.53% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/12/2025 | 310,977 | $8.06 M | 39.17% | 4.08% |
| VANGUARD GROUP INC | 02/11/2025 | 235,530 | $6.11 M | 31.02% | 3.09% |
| CM MANAGEMENT, LLC | 02/07/2025 | 225,000 | $5.83 M | 0.00% | 2.95% |
| JCP INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 217,091 | $5.63 M | 16.04% | 2.85% |
| TOWERVIEW LLC | 02/05/2025 | 215,303 | $5.58 M | 0.00% | 2.82% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 144,925 | $3.76 M | -0.42% | 1.90% |
| 01/29/2025 | 130,370 | $3.38 M | 100.00% | 1.71% | |
| STATE STREET CORP | 02/14/2025 | 115,615 | $3.00 M | 5.13% | 1.52% |
| OAK FAMILY ADVISORS, LLC | 01/24/2025 | 72,243 | $1.87 M | -33.71% | 0.95% |
| BARD ASSOCIATES INC | 02/06/2025 | 58,429 | $1.52 M | 6.85% | 0.77% |
| NAPLES GLOBAL ADVISORS, LLC | 01/29/2025 | 54,425 | $1.41 M | -6.41% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 42,637 | $1.11 M | -22.82% | 0.56% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 41,357 | $1.07 M | 0.76% | 0.54% |
| ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2025 | 40,391 | $1.05 M | 0.00% | 0.53% |
| UBS GROUP AG | 02/14/2025 | 34,957 | $906,434 | 265.43% | 0.46% |
| RODGERS BROTHERS INC. | 02/12/2025 | 30,648 | $794,708 | 0.00% | 0.40% |
| JPMORGAN CHASE & CO | 02/12/2025 | 29,670 | $769,357 | 125.80% | 0.39% |
| MONEY CONCEPTS CAPITAL CORP | 01/27/2025 | 29,107 | $754,749 | -0.21% | 0.38% |
| SQUAREPOINT OPS LLC | 02/14/2025 | 26,044 | $675,321 | 100.00% | 0.34% |
| ACCORDANT ADVISORY GROUP INC | 01/23/2025 | 24,824 | $643,686 | 0.68% | 0.33% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 19,745 | $511,988 | -9.63% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 19,185 | $497,467 | 0.00% | 0.25% |
| MARQUETTE ASSET MANAGEMENT, LLC | 01/14/2025 | 18,880 | $489,559 | 0.00% | 0.25% |
| REDMONT WEALTH ADVISORS LLC | 01/17/2025 | 18,614 | $482,661 | -4.92% | 0.24% |
| WENDELL DAVID ASSOCIATES INC | 01/17/2025 | 17,866 | $463,000 | 0.00% | 0.23% |
| INVESCO LTD. | 02/13/2025 | 17,711 | $459,246 | 1.07% | 0.23% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 16,607 | $430,620 | 5.13% | 0.22% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 14,579 | $378,044 | 8.20% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 12,138 | $314,738 | 0.00% | 0.16% |
| ABUNDANCE WEALTH COUNSELORS | 01/24/2025 | 11,021 | $286,000 | 100.00% | 0.14% |
| RHUMBLINE ADVISERS | 01/30/2025 | 10,997 | $285,147 | -5.21% | 0.14% |
| BARCLAYS PLC | 02/13/2025 | 10,686 | $277,000 | 14.46% | 0.14% |
| TRANSCEND CAPITAL ADVISORS, LLC | 02/03/2025 | 10,670 | $276,673 | 6.85% | 0.14% |
| RIVERWATER PARTNERS LLC | 02/13/2025 | 10,542 | $273,354 | 100.00% | 0.14% |
| WORTH VENTURE PARTNERS, LLC | 02/12/2025 | 9,938 | $257,692 | 0.00% | 0.13% |
| ROYAL BANK OF CANADA | 02/14/2025 | 9,510 | $247,000 | 3.93% | 0.12% |
| MOORS & CABOT, INC. | 02/07/2025 | 8,760 | $227,147 | -16.65% | 0.11% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 02/14/2025 | 8,360 | $216,775 | 0.00% | 0.11% |
| CITIGROUP INC | 02/12/2025 | 5,613 | $145,544 | 7.65% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 5,177 | $134,241 | 21.27% | 0.07% |
| PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 5,000 | $129,650 | 66.67% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 4,460 | $116,000 | 0.00% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 4,089 | $106,028 | 3.86% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/13/2025 | 3,734 | $96,823 | 0.00% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 3,533 | $91,611 | -7.00% | 0.05% |
| FMR LLC | 02/13/2025 | 2,931 | $76,000 | 13.52% | 0.04% |
| 02/11/2025 | 2,312 | $59,950 | 100.00% | 0.03% |
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Alico, Inc. institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of Alico, Inc.. The most heavily invested institutionals were:
GATE CITY CAPITAL MANAGEMENT, LLC: 770,844
BlackRock Funding, Inc. /DE: 485,036
DIMENSIONAL FUND ADVISORS LP: 421,738
Pacific Ridge Capital Partners, LLC: 310,977
VANGUARD GROUP INC: 235,530
CM Management, LLC: 225,000
55.40% of Alico, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.37 M shares in the last 24 months. This purchase volume represents approximately $262.70 M in transactions.