Alico Ownership | Who Owns Alico?

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Alico Ownership Summary

Alico is owned by 55.40% institutional investors, 30.81% insiders, and 13.79% retail investors. Gate city capital management is the largest institutional shareholder, holding 10.87% of ALCO shares. iShares Russell 2000 ETF is the top mutual fund, with 2.48% of its assets in Alico shares.

ALCO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Alico	55.40%	30.81%	13.79%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Farm Stocks	41.27%	14.63%	44.10%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Gate city capital management	828.02K	10.87%	$21.45M
Blackrock	472.27K	6.20%	$12.24M
Dimensional fund advisors lp	429.31K	5.63%	$11.12M
Cm management	225.00K	2.95%	$5.83M
Towerview	215.30K	2.83%	$5.58M
Pacific ridge capital partners	206.50K	2.71%	$5.35M
Vanguard group	173.39K	2.28%	$4.49M
Geode capital management	136.17K	1.79%	$3.53M
Oak family advisors	131.25K	1.72%	$3.40M
Polar asset management partners	125.55K	1.65%	$3.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gate city capital management	828.02K	15.69%	$21.45M
Cm management	225.00K	5.35%	$5.83M
Towerview	215.30K	3.66%	$5.58M
Worth venture partners	9.84K	1.89%	$254.90K
Pacific ridge capital partners	206.50K	1.29%	$5.35M
Acuitas investments	88.51K	1.23%	$2.29M
Oak family advisors	131.25K	1.17%	$3.40M
Redmont wealth advisors	22.35K	0.91%	$579.19K
Bard associates	53.88K	0.54%	$1.40M
Accordant advisory group	16.48K	0.40%	$427.02K

Top Buyers

Holder	Shares	% Assets	Change
Gate city capital management	828.02K	15.69%	94.64K
Acuitas investments	88.51K	1.23%	14.29K
Ancora advisors	16.95K	0.01%	13.88K
Boothbay fund management	120.28K	0.07%	13.09K
Vanguard group	173.39K	0.00%	12.48K

Top Sellers

Holder	Shares	% Assets	Change
Franklin resources	-	-	-103.31K
Polar asset management partners	125.55K	0.07%	-50.41K
M securities	-	-	-24.35K
Sg capital management	-	-	-23.22K
Monaco asset management sam	-	-	-21.53K

New Positions

Holder	Shares	% Assets	Change	Value
Mountain lake investment management	8.00K	0.22%	8.00K	$207.28K
Corebridge financial	3.82K	0.00%	3.82K	$99.05K
Mirae asset global etfs	3.25K	0.00%	3.25K	$84.31K
Advisor group	350.00	-	350.00	$9.07K
Allspring global investments	150.00	-	150.00	$3.89K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	68	-5.56%	2,974,887	-10.78%	39	2.03%	23	-37.84%	25	47.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	188.93K	2.48%	-392.00
Pacific Ridge Capital Ptnrs Micro Cp Val	179.92K	2.36%	-10.45K
Adara Smaller Companies	84.78K	1.11%	11.60K
Vanguard Total Stock Mkt Idx Inv	71.69K	0.94%	-
Fidelity Small Cap Index	71.06K	0.93%	-1.51K
DFA US Micro Cap I	68.29K	0.90%	-
iShares Russell 2000 Value ETF	65.75K	0.86%	84.00
Vanguard Institutional Extnd Mkt Idx Tr	64.22K	0.84%	-904.00
DFA US Small Cap Value I	60.32K	0.79%	-
DFA US Targeted Value I	56.87K	0.75%	-

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

ALCO Ownership FAQ

Who Owns Alico?

Alico shareholders are primarily institutional investors at 55.40%, followed by 30.81% insiders and 13.79% retail investors. The average institutional ownership in Alico's industry, Farm Stocks , is 41.27%, 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?

iShares Russell 2000 ETF is the top mutual fund holder of Alico shares, with 2.48% of its total shares outstanding invested in 188.93K Alico shares.

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