Alico, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 878.42 K | $26.21 M | 13.96% | 11.50% |
| BLACKROCK, INC. | 05/02/2025 | 475.62 K | $14.19 M | -1.94% | 6.23% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 417.12 K | $12.45 M | -1.10% | 5.46% |
| VANGUARD GROUP INC | 05/09/2025 | 375.23 K | $11.20 M | 59.31% | 4.91% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/09/2025 | 304.06 K | $9.07 M | -2.22% | 3.98% |
| CM MANAGEMENT, LLC | 05/09/2025 | 225.00 K | $6.71 M | 0.00% | 2.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 145.90 K | $4.35 M | 0.68% | 1.91% |
| STATE STREET CORP | 05/15/2025 | 131.22 K | $3.92 M | 13.50% | 1.72% |
| 04/30/2025 | 130.83 K | $3.90 M | 0.35% | 1.71% | |
| MORGAN STANLEY | 05/15/2025 | 126.39 K | $3.77 M | 46.86% | 1.66% |
| TOWERVIEW LLC | 05/06/2025 | 115.00 K | $3.43 M | -46.59% | 1.51% |
| CWA ASSET MANAGEMENT GROUP, LLC | 04/21/2025 | 108.33 K | $3.23 M | 100.00% | 1.42% |
| RODGERS BROTHERS INC. | 05/14/2025 | 82.15 K | $2.45 M | 168.04% | 1.08% |
| NORTHERN TRUST CORP | 05/13/2025 | 69.89 K | $2.09 M | 1.38% | 0.92% |
| BARD ASSOCIATES INC | 05/12/2025 | 58.52 K | $1.75 M | 0.15% | 0.77% |
| NAPLES GLOBAL ADVISORS, LLC | 04/10/2025 | 54.50 K | $1.63 M | 0.14% | 0.71% |
| ACCORDANT ADVISORY GROUP INC | 04/16/2025 | 43.88 K | $1.31 M | 76.77% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 41.41 K | $1.24 M | -2.88% | 0.54% |
| UBS GROUP AG | 05/13/2025 | 30.48 K | $909.64 K | -12.80% | 0.40% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 29.51 K | $880.67 K | 4,016.18% | 0.39% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 27.64 K | $824.84 K | -33.16% | 0.36% |
| ELLSWORTH ADVISORS, LLC | 05/28/2025 | 22.03 K | $657.32 K | 100.00% | 0.29% |
| MONACO ASSET MANAGEMENT SAM | 05/08/2025 | 22.01 K | $656.63 K | 100.00% | 0.29% |
| ALLEN INVESTMENT MANAGEMENT LLC | 05/07/2025 | 21.11 K | $629.80 K | -47.75% | 0.28% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 05/13/2025 | 21.00 K | $626.64 K | 100.00% | 0.28% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2025 | 20.00 K | $596.80 K | 100.00% | 0.26% |
| ABUNDANCE WEALTH COUNSELORS | 04/21/2025 | 19.78 K | $590.00 K | 79.44% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 19.37 K | $577.97 K | 0.96% | 0.25% |
| INVESCO LTD. | 05/12/2025 | 19.17 K | $572.00 K | 8.23% | 0.25% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 19.02 K | $567.41 K | -3.70% | 0.25% |
| JPMORGAN CHASE & CO | 05/12/2025 | 18.17 K | $542.12 K | -38.77% | 0.24% |
| WENDELL DAVID ASSOCIATES INC | 04/18/2025 | 17.87 K | $533.00 K | 0.00% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 17.07 K | $509.37 K | -6.33% | 0.22% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 16.89 K | $504.06 K | 1.72% | 0.22% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 05/15/2025 | 16.70 K | $498.18 K | 99.70% | 0.22% |
| PERRITT CAPITAL MANAGEMENT INC | 05/13/2025 | 16.30 K | $486.39 K | 226.00% | 0.21% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2025 | 16.28 K | $485.77 K | 100.00% | 0.21% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 14.51 K | $432.94 K | -0.48% | 0.19% |
| REDMONT WEALTH ADVISORS LLC | 04/28/2025 | 12.87 K | $384.04 K | -30.86% | 0.17% |
| TRANSCEND CAPITAL ADVISORS, LLC | 04/24/2025 | 11.39 K | $340.00 K | 6.79% | 0.15% |
| RHUMBLINE ADVISERS | 05/29/2025 | 10.74 K | $320.45 K | -2.35% | 0.14% |
| WORTH VENTURE PARTNERS, LLC | 05/14/2025 | 10.04 K | $299.53 K | 1.01% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 9.74 K | $290.64 K | 100.00% | 0.13% |
| MOORS & CABOT, INC. | 05/08/2025 | 9.06 K | $270.35 K | 3.42% | 0.12% |
| BARCLAYS PLC | 05/15/2025 | 7.19 K | $215.00 K | -32.72% | 0.09% |
| ROYAL BANK OF CANADA | 05/15/2025 | 7.13 K | $213.00 K | -25.01% | 0.09% |
| 05/12/2025 | 5.96 K | $458.45 K | 100.00% | 0.08% | |
| CITIGROUP INC | 05/12/2025 | 5.32 K | $158.60 K | -5.31% | 0.07% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 5.27 K | $157.32 K | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 4.96 K | $147.91 K | -4.25% | 0.06% |
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Alico, Inc. institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of Alico, Inc.. The most heavily invested institutionals were:
GATE CITY CAPITAL MANAGEMENT, LLC: 878,417
BlackRock, Inc.: 475,624
DIMENSIONAL FUND ADVISORS LP: 417,116
VANGUARD GROUP INC: 375,232
Pacific Ridge Capital Partners, LLC: 304,058
CM Management, LLC: 225,000
56.58% of Alico, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.48 M shares in the last 24 months. This purchase volume represents approximately $286.55 M in transactions.