ALCO Institutional Ownership
Alico, Inc.
1W: +0.6%
1M: -4.6%
3M: -2.9%
YTD: +1.4%
1Y: +5.0%
3Y: +54.7%
5Y: +16.8%
$37.37
+0.15 (+0.42%)
After Hours: $37.31 (-0.05, -0.15%)
Weekly Expected Move ±1.9%
$36
$36
$37
$38
$39
Credit Risk of going bust: lower than 96% of companies Debt: 1.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.02 (down 99.9%), Alico, Inc. would be worth roughly what it owes.
Total debt $2.8M against a stock market value of $276.1M.
Distance to default 22.38 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.5M (short-term plus half of long-term), stock volatility 23.5%; Altman Z'' 4.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.02 (down 99.9%), Alico, Inc. would be worth roughly what it owes.
Total debt $2.8M against a stock market value of $276.1M.
Distance to default 22.38 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.5M (short-term plus half of long-term), stock volatility 23.5%; Altman Z'' 4.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ALCO
122
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$185M
Total Invested
15
New Positions
33
Increased
41
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GATE CITY CAPITAL MANAGEMENT, LLC | 1,293,141 | $48M | +9,435 | +0.7% | 11Q | SEC ↗ |
| 2 | BlackRock, Inc. | 445,439 | $17M | +26,631 | +6.4% | 8Q | SEC ↗ |
| 3 | Pacific Ridge Capital Partners, LLC | 283,139 | $11M | -2,193 | -0.8% | 21Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 261,491 | $10M | -25,650 | -8.9% | 102Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 242,656 | $9M | +7,983 | +3.4% | 2Q | SEC ↗ |
| 6 | CM Management, LLC | 200,000 | $7M | — | +0.0% | 23Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 146,054 | $5M | +984 | +0.7% | 58Q | SEC ↗ |
| 8 | MORGAN STANLEY | 142,396 | $5M | -3,751 | -2.6% | 51Q | SEC ↗ |
| 9 | STATE STREET CORP | 135,730 | $5M | -157 | -0.1% | 43Q | SEC ↗ |
| 10 | Peapod Lane Capital LLC | 117,439 | $4M | -16,253 | -12.2% | 7Q | SEC ↗ |
| 11 | Rodgers Brothers Inc. | 112,604 | $4M | +1 | +0.0% | 22Q | SEC ↗ |
| 12 | Accordant Advisory Group Inc | 101,317 | $4M | +682 | +0.7% | 10Q | SEC ↗ |
| 13 | TOWERVIEW LLC | 75,500 | $3M | -9,500 | -11.2% | 46Q | SEC ↗ |
| 14 | OAK FAMILY ADVISORS, LLC | 63,575 | $2M | +2,275 | +3.7% | 5Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 60,646 | $2M | +2,470 | +4.2% | 110Q | SEC ↗ |
| 16 | BARD ASSOCIATES INC | 55,606 | $2M | -23 | -0.0% | 10Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 54,817 | $2M | +1,718 | +3.2% | 76Q | SEC ↗ |
| 18 | NAPLES GLOBAL ADVISORS, LLC | 44,848 | $2M | -1,900 | -4.1% | 20Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO | 39,961 | $1M | +1,505 | +3.9% | 2Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39,345 | $1M | +6,765 | +20.8% | 2Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 33,123 | $1M | -1,435 | -4.2% | 8Q | SEC ↗ |
| 22 | Ellsworth Advisors, LLC | 23,571 | $877K | +267 | +1.1% | 6Q | SEC ↗ |
| 23 | UBS Group AG | 23,077 | $859K | -876 | -3.7% | 17Q | SEC ↗ |
| 24 | Allen Investment Management, LLC | 21,106 | $785K | — | +0.0% | 27Q | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 20,562 | $765K | +4,526 | +28.2% | 21Q | SEC ↗ |
| 26 | Prescott Group Capital Management, L.L | 20,372 | $758K | — | +0.0% | 6Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 19,288 | $718K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,288 | $718K | +2,118 | +12.3% | 15Q | SEC ↗ |
| 29 | STATE OF WISCONSIN INVESTMENT BOARD | 18,550 | $690K | +1,700 | +10.1% | 6Q | SEC ↗ |
| 30 | Abundance Wealth Counselors | 18,251 | $679K | -3,678 | -16.8% | 7Q | SEC ↗ |
| 31 | WENDELL DAVID ASSOCIATES INC | 17,866 | $665K | — | +0.0% | 36Q | SEC ↗ |
| 32 | Holt Capital Advisors, L.L.C. dba Holt | 16,050 | $597K | — | +0.0% | 8Q | SEC ↗ |
| 33 | Marquette Asset Management, LLC NEW | 15,771 | $587K | — | +0.0% | 1Q | SEC ↗ |
| 34 | ALLIANCEBERNSTEIN L.P. | 14,692 | $547K | +8,242 | +127.8% | 4Q | SEC ↗ |
| 35 | D. E. Shaw & Co., Inc. | 14,213 | $529K | +609 | +4.5% | 5Q | SEC ↗ |
| 36 | AMERICAN CENTURY COMPANIES INC | 13,674 | $509K | -57 | -0.4% | 5Q | SEC ↗ |
| 37 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13,638 | $508K | +200 | +1.5% | 42Q | SEC ↗ |
| 38 | CARY STREET PARTNERS FINANCIAL LLC | 13,495 | $502K | — | +0.0% | 3Q | SEC ↗ |
| 39 | AQR CAPITAL MANAGEMENT LLC | 13,466 | $501K | -971 | -6.7% | 4Q | SEC ↗ |
| 40 | RHUMBLINE ADVISERS | 12,967 | $483K | -140 | -1.1% | 17Q | SEC ↗ |
| 41 | BNP PARIBAS FINANCIAL MARKETS | 12,446 | $463K | +3,439 | +38.2% | 41Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 12,313 | $458K | -1,281 | -9.4% | 15Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 12,281 | $457K | +1,141 | +10.2% | 17Q | SEC ↗ |
| 44 | TWO SIGMA INVESTMENTS, LP | 11,688 | $435K | +4,358 | +59.5% | 2Q | SEC ↗ |
| 45 | RD Lewis Holdings, Inc. | 9,895 | $368K | +4,735 | +91.8% | 3Q | SEC ↗ |
| 46 | Nuveen, LLC | 9,412 | $350K | — | +0.0% | 6Q | SEC ↗ |
| 47 | Invesco Ltd. | 9,241 | $344K | -1,870 | -16.8% | 22Q | SEC ↗ |
| 48 | FMR LLC | 9,065 | $337K | -131 | -1.4% | 18Q | SEC ↗ |
| 49 | XTX Topco Ltd | 8,269 | $308K | -246 | -2.9% | 2Q | SEC ↗ |
| 50 | R Squared Ltd NEW | 8,053 | $300K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 19,288 | $718K |
| Marquette Asset Management, LLC | 15,771 | $587K |
| R Squared Ltd | 8,053 | $300K |
| Investment Research Partners LLC | 5,779 | $215K |
| GSA CAPITAL PARTNERS LLP | 4,842 | $180K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 3,268 | $122K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,694 | $100K |
| JONES FINANCIAL COMPANIES LLLP | 273 | $10K |
| Arax Advisory Partners | 160 | $6K |
| Integrated Wealth Concepts LLC | 42 | $2K |
| Quarry LP | 38 | $1K |
| Physician Wealth Advisors, Inc. | 24 | $1K |
| HARBOUR INVESTMENTS, INC. | 21 | $1K |
| SIGNATUREFD, LLC | 10 | $0K |
| Clearstead Advisors, LLC | 1 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STIFEL FINANCIAL CORP | 14,101 | $525K |
| M Holdings Securities, Inc. | 11,782 | $438K |
| Empowered Funds, LLC | 10,688 | $398K |
| Squarepoint Ops LLC | 10,196 | $379K |
| JANE STREET GROUP, LLC | 8,794 | $327K |
| MILLENNIUM MANAGEMENT LLC | 8,071 | $300K |
| CITADEL ADVISORS LLC | 7,851 | $292K |
| Walleye Capital LLC | 7,175 | $267K |
| Trexquant Investment LP | 7,114 | $265K |
| Worth Venture Partners, LLC | 6,338 | $236K |
| Kemnay Advisory Services Inc. | 336 | $13K |
| AMALGAMATED BANK | 177 | $7K |
| MAI Capital Management | 102 | $4K |
| QUADRANT CAPITAL GROUP LLC | 95 | $4K |
| IFP Advisors, Inc | 5 | $0K |
| Root Financial Partners, LLC | 5 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +26,631 | +6.4% | 445,439 |
| GATE CITY CAPITAL MANAGEMENT, LLC | +9,435 | +0.7% | 1,293,141 |
| ALLIANCEBERNSTEIN L.P. | +8,242 | +127.8% | 14,692 |
| VANGUARD CAPITAL MANAGEMENT LLC | +7,983 | +3.4% | 242,656 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +6,765 | +20.8% | 39,345 |
| RD Lewis Holdings, Inc. | +4,735 | +91.8% | 9,895 |
| Russell Investments Group, Ltd. | +4,526 | +28.2% | 20,562 |
| TWO SIGMA INVESTMENTS, LP | +4,358 | +59.5% | 11,688 |
| BNP PARIBAS FINANCIAL MARKETS | +3,439 | +38.2% | 12,446 |
| WELLS FARGO & COMPANY/MN | +2,900 | +119.1% | 5,334 |
| NORTHERN TRUST CORP | +2,470 | +4.2% | 60,646 |
| CITIGROUP INC | +2,451 | +939.1% | 2,712 |
| OAK FAMILY ADVISORS, LLC | +2,275 | +3.7% | 63,575 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,118 | +12.3% | 19,288 |
| Bank of New York Mellon Corp | +1,718 | +3.2% | 54,817 |
| STATE OF WISCONSIN INVESTMENT BOARD | +1,700 | +10.1% | 18,550 |
| VANGUARD FIDUCIARY TRUST CO | +1,505 | +3.9% | 39,961 |
| JPMORGAN CHASE & CO | +1,141 | +10.2% | 12,281 |
| GEODE CAPITAL MANAGEMENT, LLC | +984 | +0.7% | 146,054 |
| Accordant Advisory Group Inc | +682 | +0.7% | 101,317 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | -25,650 | -8.9% | 261,491 |
| Peapod Lane Capital LLC | -16,253 | -12.2% | 117,439 |
| TOWERVIEW LLC | -9,500 | -11.2% | 75,500 |
| MORGAN STANLEY | -3,751 | -2.6% | 142,396 |
| Abundance Wealth Counselors | -3,678 | -16.8% | 18,251 |
| Pacific Ridge Capital Partners, LLC | -2,193 | -0.8% | 283,139 |
| NAPLES GLOBAL ADVISORS, LLC | -1,900 | -4.1% | 44,848 |
| Invesco Ltd. | -1,870 | -16.8% | 9,241 |
| GOLDMAN SACHS GROUP INC | -1,435 | -4.2% | 33,123 |
| Engineers Gate Manager LP | -1,405 | -21.4% | 5,173 |
| BANK OF AMERICA CORP /DE | -1,281 | -9.4% | 12,313 |
| AQR CAPITAL MANAGEMENT LLC | -971 | -6.7% | 13,466 |
| UBS Group AG | -876 | -3.7% | 23,077 |
| Tower Research Capital LLC (TRC) | -587 | -43.4% | 766 |
| EverSource Wealth Advisors, LLC | -292 | -85.4% | 50 |
| NISA INVESTMENT ADVISORS, LLC | -248 | -17.0% | 1,214 |
| XTX Topco Ltd | -246 | -2.9% | 8,269 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -226 | -74.1% | 79 |
| PNC Financial Services Group, Inc. | -210 | -7.6% | 2,548 |
| BARCLAYS PLC | -203 | -18.2% | 914 |