Alico Ownership | Who Owns Alico?


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Alico Ownership Summary


Alico is owned by 53.34% institutional investors, 30.81% insiders, and 15.85% retail investors. Gate city capital management is the largest institutional shareholder, holding 10.87% of ALCO shares. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 2.36% of its assets in Alico shares.

ALCO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAlico53.34%30.81%15.85%
SectorConsumer Defensive Stocks 48.72%12.99%38.29%
IndustryFarm Stocks 37.48%13.80%48.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Gate city capital management828.02K10.87%$21.45M
Blackrock472.27K6.20%$12.24M
Dimensional fund advisors lp429.31K5.63%$11.12M
Cm management225.00K2.95%$5.83M
Towerview215.30K2.83%$5.58M
Pacific ridge capital partners206.50K2.71%$5.35M
Vanguard group173.39K2.28%$4.49M
Geode capital management136.17K1.79%$3.53M
Oak family advisors131.25K1.72%$3.40M
Polar asset management partners125.55K1.65%$3.25M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gate city capital management828.02K15.69%$21.45M
Cm management225.00K5.35%$5.83M
Towerview215.30K3.66%$5.58M
Worth venture partners9.84K1.89%$254.90K
Pacific ridge capital partners206.50K1.29%$5.35M
Acuitas investments88.51K1.23%$2.29M
Oak family advisors131.25K1.17%$3.40M
Redmont wealth advisors22.35K0.91%$579.19K
Bard associates53.88K0.54%$1.40M
Accordant advisory group16.48K0.40%$427.02K

Top Buyers

HolderShares% AssetsChange
Gate city capital management828.02K15.69%94.64K
Acuitas investments88.51K1.23%14.29K
Ancora advisors16.95K0.01%13.88K
Boothbay fund management120.28K0.07%13.09K
Vanguard group173.39K0.00%12.48K

Top Sellers

HolderShares% AssetsChange
Franklin resources---103.31K
Polar asset management partners125.55K0.07%-50.41K
M securities---24.35K
Sg capital management---23.22K
Monaco asset management sam---21.53K

New Positions

HolderShares% AssetsChangeValue
Mountain lake investment management8.00K0.22%8.00K$207.28K
Corebridge financial3.82K0.00%3.82K$99.05K
Mirae asset global etfs3.25K0.00%3.25K$84.31K
Advisor group350.00-350.00$9.07K
Allspring global investments150.00-150.00$3.89K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Yhb investment advisors-19.00
Comerica bank-101.00
Innealta capital-169.00
Metropolitan life insurance co/ny-397.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202474-7.50%4,064,812-0.29%531.86%3727.59%22-15.38%
Mar 31, 2024803.90%4,076,5074.41%532.04%29-29.27%2613.04%
Dec 31, 20237713.24%3,904,49231.25%513.36%4178.26%23-8.00%
Sep 30, 202368-5.56%2,974,887-10.78%392.03%23-37.84%2547.06%
Jun 30, 202372-2.70%3,334,3170.91%432.32%375.71%17-19.05%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Pacific Ridge Capital Ptnrs Micro Cp Val179.92K2.36%-10.45K
iShares Russell 2000 ETF175.66K2.30%-392.00
Adara Smaller Companies84.78K1.11%11.60K
Vanguard Total Stock Mkt Idx Inv71.69K0.94%-
Fidelity Small Cap Index71.06K0.93%-1.51K
DFA US Micro Cap I68.29K0.90%-
Vanguard Institutional Extnd Mkt Idx Tr65.13K0.85%-
iShares Russell 2000 Value ETF63.94K0.84%-
DFA US Small Cap Value I60.32K0.79%-
DFA US Targeted Value I56.87K0.75%-

Recent Insider Transactions


DateNameRoleActivityValue
Oct 13, 2022English Katherine-Sell$32.47K
May 24, 2022Sampel James Chief Information OfficerSell$126.00K
Oct 13, 2021Arlon Valencia Holdings LLC-Sell$18.39K
Oct 08, 2021Arlon Valencia Holdings LLC-Sell$76.38K
Oct 05, 2021Arlon Valencia Holdings LLC-Sell$166.31K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q4--

ALCO Ownership FAQ


Who Owns Alico?

Alico shareholders are primarily institutional investors at 53.34%, followed by 30.81% insiders and 15.85% retail investors. The average institutional ownership in Alico's industry, Farm Stocks , is 37.48%, which Alico exceeds.

Who owns the most shares of Alico?

Alico’s largest shareholders are Gate city capital management (828.02K shares, 10.87%), Blackrock (472.27K shares, 6.20%), and Dimensional fund advisors lp (429.31K shares, 5.63%). Together, they hold 22.70% of Alico’s total shares outstanding.

Does Blackrock own Alico?

Yes, BlackRock owns 6.20% of Alico, totaling 472.27K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.24M$. In the last quarter, BlackRock decreased its holdings by -3.58K shares, a -0.75% change.

Who is Alico’s biggest shareholder by percentage of total assets invested?

Gate city capital management is Alico’s biggest shareholder by percentage of total assets invested, with 15.69% of its assets in 828.02K Alico shares, valued at 21.45M$.

Who is the top mutual fund holder of Alico shares?

Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund holder of Alico shares, with 2.36% of its total shares outstanding invested in 179.92K Alico shares.

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