ALICO, INC. - Common Stock (ALCO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ALCO on Nasdaq
Shares outstanding
7,625,327
Price per share
$36.38
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,478,879
Total reported value
$155,244,243
% of total 13F portfolios
0.01%
Share change
-59,201
Value change
-$1,834,560
Number of holders
96
Price from insider filings
$36.38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ALICO, INC. - Common Stock (ALCO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GATE CITY CAPITAL MANAGEMENT, LLC 16% +12% $43,608,484 +$4,562,157 1,258,179 +12% Gate City Capital Management, LLC 30 Sep 2025
BlackRock, Inc. 5.3% $11,845,773 406,373 BlackRock, Inc. 30 Jun 2025
DIMENSIONAL FUND ADVISORS LP 4.6% $12,242,200 353,191 Dimensional Fund Advisors LP 30 Sep 2025

As of 30 Sep 2025, 96 institutional investors reported holding 4,478,879 shares of ALICO, INC. - Common Stock (ALCO). This represents 59% of the company’s total 7,625,327 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ALICO, INC. - Common Stock (ALCO) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GATE CITY CAPITAL MANAGEMENT, LLC 17% 1,258,179 +12% 22% $43,608,484
BlackRock, Inc. 5.1% 387,496 -4.8% 0% $13,430,611
DIMENSIONAL FUND ADVISORS LP 4.6% 353,191 -9% 0% $12,240,659
Pacific Ridge Capital Partners, LLC 3.8% 292,923 -2.2% 2.2% $10,152,711
VANGUARD GROUP INC 3.4% 259,666 +1.6% 0% $9,000,023
CM Management, LLC 2.8% 215,000 -4.4% 6.2% $7,451,900
MORGAN STANLEY 1.8% 137,258 +3.7% 0% $4,757,368
STATE STREET CORP 1.8% 134,233 -1.7% 0% $4,659,224
GEODE CAPITAL MANAGEMENT, LLC 1.8% 133,897 +4.3% 0% $4,641,357
Peapod Lane Capital LLC 1.7% 132,718 +1.1% 4.1% $4,599,458
TOWERVIEW LLC 1.6% 122,000 -2.4% 3.1% $4,228,520
Rodgers Brothers Inc. 1.5% 113,101 +0% 0.48% $3,920,087
Accordant Advisory Group Inc 0.89% 67,723 +35% 1.6% $2,347,280
NORTHERN TRUST CORP 0.74% 56,733 -0.71% 0% $1,966,366
BARD ASSOCIATES INC 0.74% 56,102 -0.86% 0.52% $1,947,255
OAK FAMILY ADVISORS, LLC 0.67% 51,417 +9.8% 0.58% $1,782,113
NAPLES GLOBAL ADVISORS, LLC 0.67% 50,958 -3.1% 0.14% $1,768,634
Bank of New York Mellon Corp 0.54% 41,286 -3% 0% $1,430,973
ROYAL BANK OF CANADA 0.44% 33,312 -12% 0% $1,155,000
UBS Group AG 0.36% 27,239 +2% 0% $944,104
Ellsworth Advisors, LLC 0.29% 22,299 +0.44% 0.16% $768,881
Monaco Asset Management SAM 0.29% 22,005 0% 0.28% $762,693
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.28% 21,438 -22% 0.02% $743,041
Allen Investment Management, LLC 0.28% 21,106 0% 0.01% $731,534
Penn Mutual Asset Management 0.28% 21,000 0% 1.4% $727,860

Institutional Holders of ALICO, INC. - Common Stock (ALCO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 273 $9,932 -$764 $36.38 2
2025 Q3 4,478,879 $155,244,243 -$1,834,560 $34.66 96
2025 Q2 4,537,628 $148,300,085 +$7,473,861 $32.68 95
2025 Q1 4,318,587 $128,877,739 +$4,542,219 $29.84 82
2024 Q4 4,223,950 $109,544,809 -$4,152,677 $25.93 75
2024 Q3 4,224,264 $118,163,186 +$3,857,535 $27.97 84
2024 Q2 4,074,106 $105,571,448 -$784,108 $25.91 76
2024 Q1 4,076,488 $119,373,190 +$4,766,607 $29.28 79
2023 Q4 3,850,924 $111,992,478 +$5,976,840 $29.08 76
2023 Q3 2,974,887 $74,261,081 -$8,615,762 $24.96 68
2023 Q2 3,328,615 $84,753,829 +$567,778 $25.46 71
2023 Q1 3,303,766 $79,958,299 +$3,675,322 $24.20 72
2022 Q4 2,738,784 $65,407,588 -$7,652,325 $23.87 79
2022 Q3 3,294,021 $93,113,770 -$214,785 $28.24 85
2022 Q2 3,372,902 $119,923,806 +$13,517,342 $35.63 99
2022 Q1 2,999,348 $112,929,981 -$8,196,021 $37.56 78
2021 Q4 3,219,846 $119,231,734 +$3,010,905 $37.03 69
2021 Q3 3,161,594 $108,767,019 +$979,618 $34.24 66
2021 Q2 3,127,284 $111,275,532 -$6,185,463 $35.60 63
2021 Q1 3,355,140 $100,211,934 -$5,779,082 $29.86 60
2020 Q4 3,537,209 $109,698,844 -$1,800,268 $31.02 57
2020 Q3 3,152,587 $90,237,999 +$3,885,305 $28.62 58
2020 Q2 3,012,773 $93,884,538 +$2,092,695 $31.16 61
2020 Q1 2,950,397 $91,584,074 +$4,077,997 $31.04 62
2019 Q4 3,112,820 $111,540,149 -$75,385,413 $35.83 63
2019 Q3 5,222,697 $177,678,187 +$109,396,285 $34.02 52
2019 Q2 2,002,361 $60,750,778 +$2,256,748 $30.34 49
2019 Q1 1,928,075 $52,436,877 +$56,050 $27.21 40
2018 Q4 5,298,708 $156,317,134 -$23,949,011 $29.50 47
2018 Q3 6,138,035 $207,461,650 +$753,315 $33.80 45
2018 Q2 6,116,092 $193,882,424 +$464,124 $31.70 51
2018 Q1 6,101,512 $165,962,320 -$818,162 $27.20 45
2017 Q4 6,116,617 $180,443,724 -$707,258 $29.50 49
2017 Q3 6,145,305 $209,857,162 +$2,926,017 $34.15 55
2017 Q2 6,061,599 $189,455,044 +$1,045,529 $31.29 51
2017 Q1 6,029,273 $159,169,026 +$6,419,175 $26.40 49
2016 Q4 6,032,620 $163,785,513 -$1,216,571 $27.15 52
2016 Q3 6,028,470 $161,921,009 -$492,787 $26.86 45
2016 Q2 6,087,256 $184,133,170 -$1,850,951 $30.25 47
2016 Q1 6,109,701 $168,685,000 -$189,623 $27.61 50
2015 Q4 6,123,563 $236,921,780 +$12,880,653 $38.69 51
2015 Q3 5,801,021 $236,505,948 -$11,916,877 $40.59 54
2015 Q2 6,003,984 $272,337,893 +$5,315,631 $45.36 53
2015 Q1 5,929,624 $303,952,189 +$5,905,250 $51.26 54
2014 Q4 5,217,975 $261,075,455 +$1,604,673 $50.03 53
2014 Q3 5,780,880 $220,247,581 +$3,067,661 $38.10 51
2014 Q2 5,702,263 $213,767,268 +$639,332 $37.47 54
2014 Q1 5,680,921 $214,168,967 +$462,735 $37.70 48