Institutional Ownership Alexander & Baldwin, Inc. (ALEX)
This table provides information about the institutional ownership of Alexander & Baldwin, Inc. (ALEX). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $985 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
180
shares
|
$2,863
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
176
shares
|
$2,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
170
shares
|
$2,704
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
169
shares
|
$2,688
0.0% of portfolio
|
Q3 2025
Added 103.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
133
shares
|
$2,116
0.0% of portfolio
|
Q4 2024
Added 95.59%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
103
shares
|
$1,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
86
shares
|
$1,368
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
82
shares
|
$1,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
71
shares
|
$1,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
66
shares
|
$1,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
66
shares
|
$1,050
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
61
shares
|
$970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
60
shares
|
$954
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
57
shares
|
$906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
55
shares
|
$875
0.0% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
35
shares
|
$556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
35
shares
|
$556
0.0% of portfolio
|
Q2 2024
Reduced 72.22%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
26
shares
|
$413
0.0% of portfolio
|
Q3 2025
Reduced 48.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
26
shares
|
$413
0.0% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
24
shares
|
$381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
22
shares
|
$350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
20
shares
|
$318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
7
shares
|
$111
0.0% of portfolio
|
Q3 2025
Reduced 93.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6
shares
|
$95
0.0% of portfolio
|
Q3 2025
New holding
|
|