ALICO INC ALCO
COM · Common Stock · CUSIP 016230104
- SectorReal estate
- IndustryLessors of Real Property, NEC
- HeadquartersFt. Myers,, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.6k this quarter). Holder counts are more reliable. Shares outstanding: 7.4m as of 2026-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $41.37.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 92 |
| Q4 2022 | 84 |
| Q1 2023 | 76 |
| Q2 2023 | 74 |
| Q3 2023 | 69 |
| Q4 2023 | 78 |
| Q1 2024 | 80 |
| Q2 2024 | 77 |
| Q3 2024 | 87 |
| Q4 2024 | 78 |
| Q1 2025 | 84 |
| Q2 2025 | 98 |
| Q3 2025 | 99 |
| Q4 2025 | 106 |
| Q1 2026 | 109 |
| Q2 2026 | 111 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 51 | 19 |
| Q4 2024 | 32 | 33 |
| Q1 2025 | 42 | 33 |
| Q2 2025 | 44 | 36 |
| Q3 2025 | 39 | 42 |
| Q4 2025 | 45 | 43 |
| Q1 2026 | 43 | 38 |
| Q2 2026 | 47 | 40 |
Biggest buyers
| BlackRock, Inc. | Added | +26.6k |
| Abundance Wealth Counselors | Added | +16.9k |
| Marquette Asset Management, LLC | New | +15.8k |
| GATE CITY CAPITAL MANAGEMENT, LLC | Added | +9.4k |
| ALLIANCEBERNSTEIN L.P. | Added | +8.2k |
| R Squared Ltd | New | +8.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +8.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +6.8k |
| Investment Research Partners LLC | New | +5.8k |
| GSA CAPITAL PARTNERS LLP | New | +4.8k |
Biggest sellers
| DIMENSIONAL FUND ADVISORS LP | Reduced | -25.6k |
| Peapod Lane Capital LLC | Reduced | -16.3k |
| M Holdings Securities, Inc. | Sold out | -11.8k |
| Squarepoint Ops LLC | Sold out | -10.2k |
| TOWERVIEW LLC | Reduced | -9.5k |
| JANE STREET GROUP, LLC | Sold out | -8.8k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -8.1k |
| Trexquant Investment LP | Sold out | -7.1k |
| Worth Venture Partners, LLC | Sold out | -6.3k |
| MORGAN STANLEY | Reduced | -3.8k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC 13G · institution +1.8 pts · filed 2025-11-14 | 16.5% |
| SATTERFIELD THOMAS A JR 13G · passive investor filed 2026-02-05 | 6.4% |
| BlackRock, Inc. 13G · institution filed 2025-07-16 | 5.3% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $1.0m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $49.7k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-20 | SPERON ERIC H. Director | Bought | $49.7k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC 13.87% of their portfolio | 1.3m $53.5m | Added +9.4k |
| BlackRock, Inc. 0.00% of their portfolio | 445.4k $18.4m | Added +26.6k |
| Pacific Ridge Capital Partners, LLC 2.13% of their portfolio | 283.1k $11.7m | Reduced -2.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 261.5k $10.8m | Reduced -25.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 242.7k $10.0m | Added +8.0k |
| CM Management, LLC 5.26% of their portfolio | 200.0k $8.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 146.1k $6.0m | Added +984 |
| MORGAN STANLEY 0.00% of their portfolio | 142.4k $5.9m | Reduced -3.8k |
| STATE STREET CORP 0.00% of their portfolio | 135.7k $5.6m | Reduced -157 |
| Peapod Lane Capital LLC 3.28% of their portfolio | 117.4k $4.9m | Reduced -16.3k |
| Rodgers Brothers Inc. 0.45% of their portfolio | 112.6k $4.7m | Added +1 |
| Accordant Advisory Group Inc 2.83% of their portfolio | 101.3k $4.2m | Added +682 |
| TOWERVIEW LLC 2.05% of their portfolio | 75.5k $3.1m | Reduced -9.5k |
| OAK FAMILY ADVISORS, LLC 0.76% of their portfolio | 63.6k $2.6m | Added +2.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 60.6k $2.5m | Added +2.5k |
| BARD ASSOCIATES INC 0.51% of their portfolio | 55.6k $2.3m | Reduced -23 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 54.8k $2.3m | Added +1.7k |
| NAPLES GLOBAL ADVISORS, LLC 0.11% of their portfolio | 44.8k $1.9m | Reduced -1.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 40.0k $1.7m | Added +1.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 39.3k $1.6m | Added +6.8k |
| Abundance Wealth Counselors 0.10% of their portfolio | 38.8k $1.6m | Added +16.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 33.1k $1.4m | Reduced -1.4k |
| Ellsworth Advisors, LLC 0.16% of their portfolio | 23.6k $964.2k | Added +267 |
| UBS Group AG 0.00% of their portfolio | 23.1k $954.7k | Reduced -876 |
| Allen Investment Management, LLC 0.01% of their portfolio | 21.1k $873.2k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 20.6k $850.6k | Added +4.5k |
| Prescott Group Capital Management, L.L.C. 0.07% of their portfolio | 20.4k $842.8k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 19.3k $797.9k | Added +2.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 18.6k $767.4k | Added +1.7k |
| WENDELL DAVID ASSOCIATES INC 0.08% of their portfolio | 17.9k $739.0k | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% of their portfolio | 16.1k $664.0k | Unchanged |
| Marquette Asset Management, LLC 0.08% of their portfolio | 15.8k $652.4k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 14.7k $606.2k | Added +8.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 14.2k $588.0k | Added +609 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 13.7k $565.7k | Reduced -57 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 13.6k $564.2k | Added +200 |
| CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio | 13.5k $558.3k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.5k $557.1k | Reduced -971 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 13.0k $536.4k | Reduced -140 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 12.4k $514.9k | Added +3.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 12.3k $509.4k | Reduced -1.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 12.3k $505.4k | Added +1.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 11.7k $483.5k | Added +4.4k |
| RD Lewis Holdings, Inc. 0.31% of their portfolio | 9.9k $417.9k | Added +4.7k |
| Nuveen, LLC 0.00% of their portfolio | 9.4k $389.4k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 9.2k $382.3k | Reduced -1.9k |
| FMR LLC 0.00% of their portfolio | 9.1k $375.0k | Reduced -131 |
| XTX Topco Ltd 0.00% of their portfolio | 8.3k $342.1k | Reduced -246 |
| R Squared Ltd 0.17% of their portfolio | 8.1k $333.2k | New |
| Moors & Cabot, Inc. 0.01% of their portfolio | 6.7k $277.6k | Reduced -75 |
| Investment Research Partners LLC 0.08% of their portfolio | 5.8k $239.1k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.8k $238.9k | Reduced -69 |
| Fruth Investment Management 0.05% of their portfolio | 5.5k $227.0k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 5.4k $224.6k | Reduced -100 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.3k $220.7k | Added +2.9k |
| Engineers Gate Manager LP 0.00% of their portfolio | 5.2k $214.0k | Reduced -1.4k |
| Byrne Asset Management LLC 0.11% of their portfolio | 5.0k $207.3k | Added +671 |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 4.8k $200.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 3.6k $147.0k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.3k $135.2k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.8k $114.2k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 2.7k $112.2k | Added +2.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 2.7k $111.1k | Added +10 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.5k $105.4k | Reduced -210 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.6k $68.0k | Added +351 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.6k $66.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 1.4k $58.4k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.2k $50.2k | Reduced -248 |
| Hanson & Doremus Investment Management 0.00% of their portfolio | 1.0k $43.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 914 $37.8k | Reduced -203 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 766 $31.7k | Reduced -587 |
| BESSEMER GROUP INC 0.00% of their portfolio | 738 $31.0k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 705 $29.2k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 620 $25.6k | Added +124 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 500 $20.7k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 470 $19.4k | Unchanged |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 470 $19.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 469 $19.0k | Added +256 |
| Covestor Ltd 0.01% of their portfolio | 377 $16.0k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 273 $11.4k | New |
| Fortis Group Advisors, LLC 0.00% of their portfolio | 246 $10.2k | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 229 $9.5k | Reduced -17 |
| Arax Advisory Partners 0.00% of their portfolio | 160 $6.6k | New |
| Spire Wealth Management 0.00% of their portfolio | 155 $6.4k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 150 $6.2k | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 139 $5.5k | Reduced -11 |
| GAMMA Investing LLC 0.00% of their portfolio | 97 $4.0k | Added +37 |
| Sterling Capital Management LLC 0.00% of their portfolio | 86 $3.6k | Reduced -101 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79 $3.3k | Reduced -226 |
| FIRST UNITED BANK & TRUST 0.00% of their portfolio | 60 $2.5k | Unchanged |
| Torren Management, LLC 0.00% of their portfolio | 59 $2.4k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 50 $2.1k | Reduced -292 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 49 $2.0k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 42 $1.7k | New |
| Basecamp Wealth Advisors LLC 0.00% of their portfolio | 41 $1.7k | Unchanged |
| TD PRIVATE CLIENT WEALTH LLC 0.00% of their portfolio | 38 $1.6k | Unchanged |
| Quarry LP 0.00% of their portfolio | 38 $1.6k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 31 $1.3k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 25 $1.0k | Added +8 |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 24 $993 | New |