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
-$1,834,562
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% $13,280,188 406,373 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 24,889 $971,650 +$30,597 $36.38 5
2025 Q3 4,478,879 $155,244,243 -$1,834,562 $34.66 96
2025 Q2 4,537,628 $148,300,085 +$7,473,859 $32.68 95
2025 Q1 4,318,587 $128,878,097 +$4,542,007 $29.84 82
2024 Q4 4,224,900 $109,567,884 -$4,127,934 $25.93 75
2024 Q3 4,224,264 $118,162,932 +$3,857,536 $27.97 84
2024 Q2 4,074,106 $105,571,007 -$784,058 $25.91 76
2024 Q1 4,076,486 $119,372,708 +$4,609,167 $29.28 79
2023 Q4 3,904,491 $113,549,914 +$6,439,158 $29.08 77
2023 Q3 2,974,887 $74,260,727 -$9,095,797 $24.96 68
2023 Q2 3,334,317 $85,234,287 +$1,046,574 $25.46 72
2023 Q1 3,304,076 $79,967,875 +$3,675,348 $24.20 73
2022 Q4 3,153,105 $75,297,628 -$7,465,025 $23.87 80
2022 Q3 3,414,924 $96,527,770 -$1,017,787 $28.24 89
2022 Q2 3,383,502 $120,568,539 +$13,419,325 $35.63 100
2022 Q1 2,999,348 $112,929,981 -$8,180,039 $37.56 78
2021 Q4 3,219,846 $119,231,734 +$3,010,904 $37.03 69
2021 Q3 3,161,594 $108,767,019 +$1,055,610 $34.24 66
2021 Q2 3,127,196 $111,271,532 -$7,465,524 $35.60 62
2021 Q1 3,355,113 $100,210,934 -$5,779,827 $29.86 60
2020 Q4 3,537,209 $109,698,844 -$1,799,613 $31.02 57
2020 Q3 3,508,505 $100,423,999 +$3,058,765 $28.62 59
2020 Q2 3,397,490 $105,873,538 +$4,104,043 $31.16 63
2020 Q1 3,275,077 $101,662,074 +$4,805,825 $31.04 65
2019 Q4 3,112,820 $111,540,149 -$75,388,337 $35.83 63
2019 Q3 5,222,790 $177,681,187 +$109,396,765 $34.02 53
2019 Q2 2,007,332 $60,899,778 +$2,167,046 $30.33 51
2019 Q1 2,126,375 $57,831,877 +$129,696 $27.21 43
2018 Q4 5,305,154 $156,505,134 -$24,620,974 $29.50 50
2018 Q3 6,139,745 $207,519,650 +$779,642 $33.80 47
2018 Q2 6,117,026 $193,912,424 +$466,174 $31.70 53
2018 Q1 6,102,781 $165,996,320 -$809,618 $27.20 47
2017 Q4 6,131,280 $180,875,724 -$610,211 $29.50 51
2017 Q3 6,145,305 $209,857,162 +$2,926,017 $34.15 55
2017 Q2 6,061,599 $189,455,044 +$1,045,533 $31.29 51
2017 Q1 6,029,273 $159,169,026 +$6,419,179 $26.40 49
2016 Q4 6,032,620 $163,785,513 -$1,214,945 $27.15 52
2016 Q3 6,069,645 $163,027,009 -$525,640 $26.86 46
2016 Q2 6,087,256 $184,133,170 -$1,850,286 $30.25 47
2016 Q1 6,150,356 $169,807,000 -$131,782 $27.61 51
2015 Q4 6,136,820 $237,432,780 +$12,971,110 $38.69 53
2015 Q3 5,801,051 $236,506,948 -$11,694,777 $40.59 55
2015 Q2 6,051,817 $274,506,893 +$5,359,531 $45.36 55
2015 Q1 5,929,624 $303,952,189 +$5,905,249 $51.26 54
2014 Q4 5,217,975 $261,075,455 +$1,599,305 $50.03 53
2014 Q3 5,782,380 $220,305,581 +$3,057,881 $38.10 52
2014 Q2 5,702,263 $213,767,268 +$641,166 $37.47 54
2014 Q1 5,685,045 $214,324,967 +$321,245 $37.70 50