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 ($504.1k this quarter). Holder counts are more reliable. Shares outstanding: 7.6m as of 2025-05-08, 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 ≈ $29.91.
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 37 | 30 |
| Q3 2023 | 22 | 34 |
| Q4 2023 | 39 | 26 |
| Q1 2024 | 28 | 30 |
| Q2 2024 | 35 | 38 |
| Q3 2024 | 51 | 19 |
| Q4 2024 | 32 | 33 |
| Q1 2025 | 42 | 33 |
Biggest buyers
| VANGUARD GROUP INC | Added | +139.7k |
| CWA Asset Management Group, LLC | New | +108.3k |
| GATE CITY CAPITAL MANAGEMENT, LLC | Added | +107.6k |
| Rodgers Brothers Inc. | Added | +51.5k |
| MORGAN STANLEY | Added | +40.3k |
| Russell Investments Group, Ltd. | Added | +28.8k |
| Ellsworth Advisors, LLC | New | +22.0k |
| Monaco Asset Management SAM | New | +22.0k |
| Penn Mutual Asset Management | New | +21.0k |
| Prescott Group Capital Management, L.L.C. | New | +20.0k |
Biggest sellers
| JCP Investment Management, LLC | Sold out | -217.1k |
| TOWERVIEW LLC | Reduced | -100.3k |
| OAK FAMILY ADVISORS, LLC | Sold out | -72.2k |
| MONEY CONCEPTS CAPITAL CORP | Sold out | -29.1k |
| Squarepoint Ops LLC | Sold out | -26.0k |
| Allen Investment Management, LLC | Reduced | -19.3k |
| Marquette Asset Management, LLC | Sold out | -18.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -13.7k |
| JPMORGAN CHASE & CO | Reduced | -11.5k |
| Riverwater Partners LLC | Sold out | -10.5k |
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 in Q1 2025
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.
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC 15.11% of their portfolio | 878.4k $26.2m | Added +107.6k |
| BlackRock, Inc. 0.00% of their portfolio | 475.6k $14.2m | Reduced -9.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 417.1k $12.4m | Reduced -4.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 375.2k $11.2m | Added +139.7k |
| Pacific Ridge Capital Partners, LLC 2.39% of their portfolio | 304.1k $9.1m | Reduced -6.9k |
| CM Management, LLC 6.75% of their portfolio | 225.0k $6.7m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 145.9k $4.4m | Added +979 |
| STATE STREET CORP 0.00% of their portfolio | 131.2k $3.9m | Added +15.6k |
| Peapod Lane Capital LLC 4.39% of their portfolio | 130.8k $3.9m | Added +461 |
| MORGAN STANLEY 0.00% of their portfolio | 126.4k $3.8m | Added +40.3k |
| TOWERVIEW LLC 2.47% of their portfolio | 115.0k $3.4m | Reduced -100.3k |
| CWA Asset Management Group, LLC 0.15% of their portfolio | 108.3k $3.2m | New |
| Rodgers Brothers Inc. 0.33% of their portfolio | 82.1k $2.5m | Added +51.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 69.9k $2.1m | Added +954 |
| BARD ASSOCIATES INC 0.65% of their portfolio | 58.5k $1.7m | Added +87 |
| NAPLES GLOBAL ADVISORS, LLC 0.15% of their portfolio | 54.5k $1.6m | Added +75 |
| Accordant Advisory Group Inc 1.28% of their portfolio | 43.9k $1.3m | Added +19.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 41.4k $1.2m | Reduced -1.2k |
| UBS Group AG 0.00% of their portfolio | 30.5k $909.6k | Reduced -4.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 29.5k $880.7k | Added +28.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 27.6k $824.8k | Reduced -13.7k |
| Ellsworth Advisors, LLC 0.17% of their portfolio | 22.0k $657.3k | New |
| Monaco Asset Management SAM 0.33% of their portfolio | 22.0k $656.6k | New |
| Allen Investment Management, LLC 0.01% of their portfolio | 21.1k $629.8k | Reduced -19.3k |
| Penn Mutual Asset Management 1.20% of their portfolio | 21.0k $626.6k | New |
| Prescott Group Capital Management, L.L.C. 0.09% of their portfolio | 20.0k $596.8k | New |
| Abundance Wealth Counselors 0.12% of their portfolio | 19.8k $590.0k | Added +8.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 19.4k $578.0k | Added +184 |
| Invesco Ltd. 0.00% of their portfolio | 19.2k $572.0k | Added +1.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 19.0k $567.4k | Reduced -730 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 18.2k $542.1k | Reduced -11.5k |
| WENDELL DAVID ASSOCIATES INC 0.05% of their portfolio | 17.9k $533.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 17.1k $509.4k | Reduced -1.2k |
| Empowered Funds, LLC 0.01% of their portfolio | 16.9k $504.1k | Added +285 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% of their portfolio | 16.7k $498.2k | Added +8.3k |
| Perritt Capital Management Inc 0.27% of their portfolio | 16.3k $486.4k | Added +11.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 16.3k $485.8k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 14.5k $432.9k | Reduced -70 |
| REDMONT WEALTH ADVISORS LLC 0.75% of their portfolio | 12.9k $384.0k | Reduced -5.7k |
| TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio | 11.4k $340.0k | Added +724 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 10.7k $320.4k | Reduced -258 |
| Worth Venture Partners, LLC 0.57% of their portfolio | 10.0k $299.5k | Added +100 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 9.7k $290.6k | New |
| Moors & Cabot, Inc. 0.01% of their portfolio | 9.1k $270.4k | Added +300 |
| BARCLAYS PLC 0.00% of their portfolio | 7.2k $214.6k | Reduced -3.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.1k $213.0k | Reduced -2.4k |
| Nuveen, LLC 0.00% of their portfolio | 6.0k $458.5k | First filing |
| CITIGROUP INC 0.00% of their portfolio | 5.3k $158.6k | Reduced -298 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.3k $157.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.0k $147.9k | Reduced -220 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.2k $126.7k | Added +156 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 3.7k $111.4k | Unchanged |
| Corebridge Financial, Inc. 0.00% of their portfolio | 3.5k $103.9k | Reduced -52 |
| FMR LLC 0.00% of their portfolio | 3.1k $93.3k | Added +196 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.8k $82.4k | Reduced -1.7k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.6k $77.3k | Added +464 |
| Covestor Ltd 0.05% of their portfolio | 2.4k $73.0k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.3k $69.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.3k $38.7k | Reduced -375 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.2k $36.2k | Added +18 |
| CWM, LLC 0.00% of their portfolio | 604 $18.0k | Added +73 |
| Legal & General Group Plc 0.00% of their portfolio | 558 $16.7k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 550 $15.7k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 515 $15.4k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 500 $14.9k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 470 $14.0k | Unchanged |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 470 $14.0k | Unchanged |
| Rise Advisors, LLC 0.01% of their portfolio | 460 $13.7k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 418 $12.5k | First filing |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 368 $11.0k | Reduced -23 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 271 $8.1k | Reduced -5 |
| AMALGAMATED BANK 0.00% of their portfolio | 218 $7.0k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 206 $6.0k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 123 $3.7k | Reduced -104 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 112 $3.0k | Added +30 |
| Nova Wealth Management, Inc. 0.00% of their portfolio | 103 $3.1k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 77 $2.3k | Added +49 |
| FIRST UNITED BANK & TRUST 0.00% of their portfolio | 60 $1.8k | Unchanged |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio | 21 $627 | New |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 11 $323 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 10 $298 | Reduced -14 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1 $29 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 0 $5 | Unchanged |