Alico Ownership | Who Owns Alico?
Alico Ownership Summary
Alico is owned by 55.40% institutional investors, 30.89% insiders, and 13.71% retail investors. Gate city capital management is the largest institutional shareholder, holding 10.11% of ALCO shares. iShares Russell 2000 ETF is the top mutual fund, with 2.42% of its assets in Alico shares.
ALCO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alico | 55.40% | 30.89% | 13.71% |
| Sector | Consumer Defensive Stocks | 43.67% | 14.79% | 41.54% |
| Industry | Farm Stocks | 49.24% | 14.60% | 36.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gate city capital management | 770.84K | 10.11% | $19.99M |
| Blackrock funding, inc. /de | 485.04K | 6.36% | $12.58M |
| Blackrock | 472.27K | 6.20% | $12.24M |
| Dimensional fund advisors lp | 421.74K | 5.53% | $10.94M |
| Pacific ridge capital partners | 310.98K | 4.08% | $8.06M |
| Vanguard group | 235.53K | 3.09% | $6.11M |
| Cm management | 225.00K | 2.95% | $5.83M |
| Jcp investment management | 217.09K | 2.85% | $5.63M |
| Towerview | 215.30K | 2.82% | $5.58M |
| Geode capital management | 144.93K | 1.90% | $3.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gate city capital management | 770.84K | 12.06% | $19.99M |
| Cm management | 225.00K | 5.21% | $5.83M |
| Towerview | 215.30K | 4.01% | $5.58M |
| Jcp investment management | 217.09K | 3.32% | $5.63M |
| Worth venture partners | 9.94K | 2.54% | $257.69K |
| Pacific ridge capital partners | 310.98K | 1.85% | $8.06M |
| Redmont wealth advisors | 18.61K | 0.83% | $482.66K |
| Oak family advisors | 72.24K | 0.68% | $1.87M |
| Accordant advisory group | 24.82K | 0.62% | $643.69K |
| Bard associates | 58.43K | 0.52% | $1.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacific ridge capital partners | 310.98K | 1.85% | 87.52K |
| Vanguard group | 235.53K | 0.00% | 55.76K |
| Jcp investment management | 217.09K | 3.32% | 30.00K |
| Squarepoint ops | 26.04K | 0.00% | 26.04K |
| Ubs group | 34.96K | 0.00% | 25.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acuitas investments | - | - | -128.08K |
| Franklin resources | - | - | -103.31K |
| Boothbay fund management | - | - | -94.75K |
| Polar asset management partners | - | - | -51.57K |
| Oak family advisors | 72.24K | 0.68% | -36.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Squarepoint ops | 26.04K | 0.00% | 26.04K | $675.32K |
| Abundance wealth counselors | 11.02K | 0.06% | 11.02K | $286.00K |
| Riverwater partners | 10.54K | 0.13% | 10.54K | $273.35K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Yhb investment advisors | -19.00 |
| Riverview trust | -21.00 |
| Capital performance advisors llp | -27.00 |
| Comerica bank | -101.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 75 | -10.71% | 4,223,950 | -0.01% | 55 | 1.80% | 34 | -33.33% | 18 | 38.46% |
| Sep 30, 2024 | 83 | 9.21% | 4,223,953 | 3.68% | 55 | 1.94% | 50 | 28.21% | 13 | -40.91% |
| Jun 30, 2024 | 74 | -7.50% | 4,064,812 | -0.29% | 53 | 1.86% | 37 | 27.59% | 22 | -15.38% |
| Mar 31, 2024 | 80 | 3.90% | 4,076,507 | 4.41% | 53 | 2.04% | 29 | -29.27% | 26 | 13.04% |
| Dec 31, 2023 | 77 | 13.24% | 3,904,492 | 31.25% | 51 | 3.36% | 41 | 78.26% | 23 | -8.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 185.03K | 2.42% | -3.57K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 179.92K | 2.36% | -10.45K |
| Adara Smaller Companies | 121.30K | 1.59% | 3.71K |
| Vanguard Institutional Extnd Mkt Idx Tr | 119.27K | 1.56% | - |
| Vanguard Total Stock Mkt Idx Inv | 72.15K | 0.94% | - |
| Fidelity Small Cap Index | 70.20K | 0.92% | -773.00 |
| DFA US Micro Cap I | 65.14K | 0.85% | -3.15K |
| iShares Russell 2000 Value ETF | 61.91K | 0.81% | -126.00 |
| DFA US Small Cap Value I | 60.32K | 0.79% | - |
| DFA US Targeted Value I | 52.99K | 0.69% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 13, 2022 | English Katherine | - | Sell | $32.47K |
| May 24, 2022 | Sampel James | Chief Information Officer | Sell | $126.00K |
| Oct 13, 2021 | Arlon Valencia Holdings LLC | - | Sell | $18.39K |
| Oct 08, 2021 | Arlon Valencia Holdings LLC | - | Sell | $76.38K |
| Oct 05, 2021 | Arlon Valencia Holdings LLC | - | Sell | $166.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
ALCO Ownership FAQ
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