Alico, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.26 M | $43.61 M | 11.68% | 16.47% |
| BLACKROCK, INC. | 11/12/2025 | 387.50 K | $13.43 M | -4.78% | 5.07% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 353.19 K | $12.24 M | -9.02% | 4.62% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 292.92 K | $10.15 M | -2.25% | 3.83% |
| VANGUARD GROUP INC | 11/07/2025 | 259.67 K | $9.00 M | 1.59% | 3.40% |
| CM MANAGEMENT, LLC | 11/13/2025 | 215.00 K | $7.45 M | -4.44% | 2.81% |
| MORGAN STANLEY | 11/14/2025 | 137.26 K | $4.76 M | 3.68% | 1.80% |
| STATE STREET CORP | 11/14/2025 | 134.23 K | $4.66 M | -1.71% | 1.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 133.90 K | $4.64 M | 4.26% | 1.75% |
| PEAPOD LANE CAPITAL LLC | 11/10/2025 | 132.72 K | $4.60 M | 1.11% | 1.74% |
| TOWERVIEW LLC | 11/04/2025 | 122.00 K | $4.23 M | -2.40% | 1.60% |
| RODGERS BROTHERS INC. | 11/12/2025 | 113.10 K | $3.92 M | 0.00% | 1.48% |
| ACCORDANT ADVISORY GROUP INC | 10/22/2025 | 67.72 K | $2.35 M | 34.90% | 0.89% |
| NORTHERN TRUST CORP | 11/14/2025 | 56.73 K | $1.97 M | -0.71% | 0.74% |
| BARD ASSOCIATES INC | 11/14/2025 | 56.10 K | $1.95 M | -0.86% | 0.73% |
| OAK FAMILY ADVISORS, LLC | 10/23/2025 | 51.42 K | $1.78 M | 9.75% | 0.67% |
| NAPLES GLOBAL ADVISORS, LLC | 10/30/2025 | 50.96 K | $1.77 M | -3.07% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 41.29 K | $1.43 M | -2.97% | 0.54% |
| ROYAL BANK OF CANADA | 11/14/2025 | 33.31 K | $1.16 M | -11.62% | 0.44% |
| UBS GROUP AG | 11/13/2025 | 27.24 K | $944.10 K | 1.96% | 0.36% |
| ELLSWORTH ADVISORS, LLC | 10/16/2025 | 22.30 K | $768.88 K | 0.44% | 0.29% |
| MONACO ASSET MANAGEMENT SAM | 11/10/2025 | 22.01 K | $762.69 K | 0.00% | 0.29% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 21.44 K | $743.04 K | -21.64% | 0.28% |
| ALLEN INVESTMENT MANAGEMENT LLC | 11/06/2025 | 21.11 K | $731.53 K | 0.00% | 0.28% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 12/03/2025 | 21.00 K | $727.86 K | 0.00% | 0.27% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/06/2025 | 20.00 K | $693.20 K | 0.00% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 20.00 K | $693.17 K | -27.80% | 0.26% |
| REDMONT WEALTH ADVISORS LLC | 11/07/2025 | 18.68 K | $647.52 K | -1.30% | 0.24% |
| WENDELL DAVID ASSOCIATES INC | 10/30/2025 | 17.87 K | $619.00 K | 0.00% | 0.23% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 17.85 K | $618.65 K | -1.37% | 0.23% |
| ABUNDANCE WEALTH COUNSELORS | 10/22/2025 | 17.25 K | $597.85 K | -11.99% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 16.86 K | $584.26 K | -20.87% | 0.22% |
| JPMORGAN CHASE & CO | 11/26/2025 | 16.40 K | $568.30 K | -1.42% | 0.21% |
| JANE STREET GROUP, LLC | 11/14/2025 | 15.90 K | $551.09 K | 18.24% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 15.89 K | $550.71 K | 1.98% | 0.21% |
| PERRITT CAPITAL MANAGEMENT INC | 11/17/2025 | 15.85 K | $549.36 K | -1.86% | 0.21% |
| INVESCO LTD. | 11/13/2025 | 14.80 K | $512.80 K | -12.74% | 0.19% |
| RHUMBLINE ADVISERS | 11/06/2025 | 14.58 K | $505.47 K | -6.50% | 0.19% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 14.36 K | $497.69 K | -0.45% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 13.92 K | $482.33 K | 36.85% | 0.18% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 13.00 K | $450.48 K | 35.85% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 12.62 K | $437.38 K | 99.54% | 0.17% |
| TRANSCEND CAPITAL ADVISORS, LLC | 11/04/2025 | 12.59 K | $436.51 K | 4.66% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 12.08 K | $418.69 K | -13.52% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 11.94 K | $413.88 K | -76.36% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 11.78 K | $408.16 K | 100.00% | 0.15% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 11/14/2025 | 10.85 K | $376.06 K | 0.00% | 0.14% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 10.80 K | $374.33 K | -37.21% | 0.14% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 10.69 K | $370.45 K | -35.65% | 0.14% |
| WORTH VENTURE PARTNERS, LLC | 11/14/2025 | 10.04 K | $347.92 K | 0.00% | 0.13% |
Alico, Inc. institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of Alico, Inc.. The most heavily invested institutionals were:
GATE CITY CAPITAL MANAGEMENT, LLC: 1.26 M
BlackRock, Inc.: 387,496
DIMENSIONAL FUND ADVISORS LP: 353,191
Pacific Ridge Capital Partners, LLC: 292,923
VANGUARD GROUP INC: 259,666
CM Management, LLC: 215,000
58.62% 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 $294.30 M in transactions.