Alico Inc (ALCO) Ownership

28.81 ↑0.34 (1.19%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Gate City Capital Management, LLC is the biggest individual institutional holder of Alico Inc (ALCO), owning a total of 771 thousand shares. Combined, the top 38 institutional holders of ALCO own 64.28% of the company with a total of 4.9 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders increased their combined ownership of ALCO by 278 thousand shares. 9 institutions bought 346,419 total additional shares and increased their ownership by an average of 41.58%. However 7 institutions sold 68,306 total shares and decreased their ownership by an average of 9.54%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Alico increased by a net total of 278,113 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Gate City Capital Management, LLC10.093%0.000%770,84402024-12-31
BlackRock Inc6.351%-1.019%485,036-4,9912024-12-31
Dimensional Fund Advisors, Inc.5.522%-2.197%421,738-9,4722024-12-31
Pacific Ridge Capital Partners, LLC4.072%39.167%310,97787,5212024-12-31
Vanguard Group Inc3.084%31.015%235,53055,7572024-12-31
CM Management, LLC2.946%0.000%225,00002024-12-31
JCP Investment Management, LLC2.842%16.035%217,09130,0002024-12-31
Towerview LLC2.819%0.000%215,30302024-12-31
Geode Capital Management, LLC1.898%-0.419%144,925-6102024-12-31
Peapod Lane Capital LLC1.707%0.000%130,370130,3702024-12-31
State Street Corp1.514%5.129%115,6155,6412024-12-31
Morgan Stanley - Brokerage Accounts1.127%9.803%86,0657,6842024-12-31
OAK FAMILY ADVISORS, LLC0.946%-33.714%72,243-36,7432024-12-31
Northern Trust Corp0.903%-0.230%68,933-1592024-12-31
Bard Associates Inc0.765%6.848%58,4293,7452024-12-31
NAPLES GLOBAL ADVISORS, LLC0.713%-6.406%54,425-3,7252024-12-31
Bank of New York Mellon Corp0.558%-22.819%42,637-12,6062024-12-31
Bridgeway Capital Management, LLC0.542%0.755%41,3573102024-12-31
Allen Investment Management LLC0.529%0.000%40,39102024-12-31
UBS Group AG0.458%265.430%34,95725,3912024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Gate City Capital Management, LLC10.093%0.000%770,84402024-12-31
BlackRock Inc6.351%-1.019%485,036-4,9912024-12-31
Dimensional Fund Advisors, Inc.5.522%-2.197%421,738-9,4722024-12-31
Pacific Ridge Capital Partners, LLC4.072%39.167%310,97787,5212024-12-31
Vanguard Group Inc3.084%31.015%235,53055,7572024-12-31
CM Management, LLC2.946%0.000%225,00002024-12-31
JCP Investment Management, LLC2.842%16.035%217,09130,0002024-12-31
Towerview LLC2.819%0.000%215,30302024-12-31
Uniplan Investment Counsel, Inc.1.938%-0.505%147,269-7482022-09-30
Geode Capital Management, LLC1.898%-0.419%144,925-6102024-12-31
Peapod Lane Capital LLC1.707%0.000%130,370130,3702024-12-31
Acuitas Investments, LLC1.677%44.699%128,07739,5642024-09-30
State Street Corp1.514%5.129%115,6155,6412024-12-31
State Street Corporation1.421%12.027%108,32411,6292024-03-31
Franklin Resources Inc1.355%0.000%103,31502024-03-31
BOOTHBAY FUND MANAGEMENT, LLC1.241%-21.228%94,745-25,5322024-09-30
Morgan Stanley - Brokerage Accounts1.127%9.803%86,0657,6842024-12-31
DePrince Race & Zollo Inc1.055%0.309%80,2842472023-06-30
OAK FAMILY ADVISORS, LLC0.946%-33.714%72,243-36,7432024-12-31
Northern Trust Corp0.903%-0.230%68,933-1592024-12-31
Bard Associates Inc0.765%6.848%58,4293,7452024-12-31
NAPLES GLOBAL ADVISORS, LLC0.713%-6.406%54,425-3,7252024-12-31
Goldman Sachs Group Inc0.690%50.957%52,45317,7062022-09-30
Polar Asset Management Partners0.675%-58.921%51,574-73,9742024-09-30
Acadian Asset Management LLC0.599%0.000%45,61245,6122023-06-30
Bank of New York Mellon Corp0.558%-22.819%42,637-12,6062024-12-31
Bridgeway Capital Management, LLC0.542%0.755%41,3573102024-12-31
Allen Investment Management LLC0.529%0.000%40,39102024-12-31
Virtus ETF Advisers LLC0.525%-18.287%39,926-8,9352022-09-30
Tiedemann Wealth Management, LLC0.508%0.000%38,57102022-12-31
DFPG Investments, Inc.0.491%3.398%37,3091,2262022-09-30
Advisors Asset Management0.490%-31.812%37,265-17,3852023-03-31
North Star Investment Management Corp0.477%55.140%36,29512,9002023-03-31
Citadel Advisors Llc0.467%0.000%35,46035,4602022-12-31
Monaco Asset Management0.460%-12.047%35,045-4,8002023-12-31
UBS Group AG0.458%265.430%34,95725,3912024-12-31
Renaissance Technologies Corp0.422%22.527%32,0915,9002023-03-31
Rodgers Brothers Inc.0.404%1.155%30,7453512024-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Alico Inc (ALCO), owning a total of 198 thousand shares. Combined, the top 40 mutual fund holders of ALCO own 29.30% of the company with a total of 2.2 million shares.

In the latest ownership report on March 31st 2025, the top 40 fund holders increased their combined ownership of ALCO by 1 thousand shares. 1 funds bought 4 total additional shares and increased their ownership by an average of 0.02%. However 1 funds sold 1,485 total shares and decreased their ownership by an average of 0.85%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Alico decreased by a net total of -1,481 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.282%-0.845%174,260-1,4852025-03-31
iShares Russell 2000 Value ETF0.853%0.000%65,13602025-03-31
Dimensional US Targeted Value ETF0.593%0.000%45,29902025-03-31
WisdomTree US SmallCap Dividend ETF0.315%0.000%24,07802025-03-31
iShares Core S&P Total US Stock Mkt ETF0.297%0.018%22,70142025-03-31
Dimensional US Small Cap ETF0.285%0.000%21,73202025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.603%16.397%198,12827,9102023-03-31
Pacific Ridge Capital Ptnrs Micro Cp Val2.357%-5.489%179,924-10,4502024-03-31
iShares Russell 2000 ETF2.282%-0.845%174,260-1,4852025-03-31
Adara Smaller Companies1.588%0.000%121,30002025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.562%0.000%119,26902025-02-28
Franklin Mutual Small-Mid Cap Val A1.355%0.000%103,31502024-04-30
Franklin MicroCap Value A1.356%0.000%103,31502024-03-31
Vanguard Total Stock Mkt Idx Inv0.945%0.000%72,15202025-02-28
Fidelity Small Cap Index0.902%-1.838%68,907-1,2902025-01-31
Fidelity® Small Cap Index0.865%0.000%65,90302023-10-31
iShares Russell 2000 Value ETF0.853%0.000%65,13602025-03-31
DFA US Micro Cap I0.801%-6.065%61,192-3,9512025-02-28
Vanguard Extended Market Index Investor0.779%0.000%59,25502023-08-31
DFA US Small Cap Value I0.744%0.000%56,84502025-02-28
DFA US Targeted Value I0.712%2.589%54,3601,3722025-02-28
Ancora/Thelen Small Mid Cap Core0.635%0.000%48,19048,1902022-03-31
Acuitas US Microcap Strategy0.620%-0.735%47,290-3502024-03-31
Dimensional US Targeted Value ETF0.593%0.000%45,29902025-03-31
Goldman Sachs Small Cp Val Insghts Instl0.559%22.712%42,4957,8652022-10-31
Walthausen & Co Micro Cap Value Comp0.483%-33.388%36,710-18,4002022-06-30
North Star Dividend I0.441%0.000%33,50002023-03-31
DFA US Small Cap I0.436%0.000%33,31002025-02-28
Vanguard Russell 2000 ETF0.426%2.400%32,5197622025-02-28
Fidelity Extended Market Index0.394%-0.633%30,124-1922025-02-28
Russell Inv Tax-Managed US Mid&Sm Cap S0.378%0.000%28,84202025-02-28
DePrince, Race & Zollo, Micro Cap Val0.368%0.000%28,03202023-06-30
Russell Inv US Small Cap Equity E0.366%0.000%27,86302023-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.356%0.000%27,17902025-02-28
State St Russell Sm Cap® Indx NL Cl C0.356%0.000%27,09802023-09-30
Fidelity® Extended Market Index0.326%0.000%24,84702023-11-30
Bridgeway Ultra-Small Company Market0.321%0.000%24,55002024-12-31
WisdomTree US SmallCap Dividend ETF0.315%0.000%24,07802025-03-31
State St Russell Sm Cap® Indx SL Cl I0.306%0.000%23,39802025-02-28
iShares Core S&P Total US Stock Mkt ETF0.297%0.018%22,70142025-03-31
Dimensional US Small Cap ETF0.285%0.000%21,73202025-03-31
NT R2000 Value Index Fund - NL0.281%3.973%21,4068182023-12-31
NT R2000 Index Fund - NL0.279%4.110%21,2548392023-12-31
DFA US Core Equity 1 I0.278%0.000%21,19102023-11-30
DFA US Core Equity 2 I0.255%0.000%19,41302024-09-30
Dimensional US Small Cap Value ETF0.246%0.000%18,75002025-01-31

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