Who owns Alico, Inc. (ALCO)
Which tracked institutional funds hold ALCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALCO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened ALCO while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALCO’s largest tracked holder by dollar value, GATE CITY CAPITAL MANAGEMENT, LLC, sizes it at 20.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALCO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 108 tracked filers holding ALCO, 47 increased or opened the position and 43 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALCO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 3
- VANGUARD GROUP INC$11M
- REDMONT WEALTH ADVISORS LLC$677K
- STIFEL FINANCIAL CORP$513K
Largest adds
- GATE CITY CAPITAL MANAGEMENT, LLC$6M
- BlackRock, Inc.$3M
- Pacific Ridge Capital Partners, LLC$1M
- CM Management, LLC$976K
- GEODE CAPITAL MANAGEMENT, LLC$940K
- MORGAN STANLEY$820K
Largest trims
- MILLENNIUM MANAGEMENT LLC$419K
- Squarepoint Ops LLC$375K
- TOWERVIEW LLC$286K
- BARCLAYS PLC$274K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC trimmed | 1,283,706 | $53M | 25.8% | 2026-Q1 |
| BlackRock, Inc. added | 418,808 | $17M | 8.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 287,141 | $12M | 5.8% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 285,332 | $12M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 234,673 | $10M | 4.7% | 2026-Q1 |
| CM Management, LLC | 200,000 | $8M | 4.0% | 2026-Q1 |
| MORGAN STANLEY added | 146,147 | $6M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 145,070 | $6M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 135,887 | $6M | 2.7% | 2026-Q1 |
| Peapod Lane Capital LLC trimmed | 133,692 | $6M | 2.7% | 2026-Q1 |
| Rodgers Brothers Inc. added | 112,603 | $5M | 2.3% | 2026-Q1 |
| Accordant Advisory Group Inc added | 100,635 | $4M | 2.0% | 2026-Q1 |
| TOWERVIEW LLC trimmed | 85,000 | $4M | 1.7% | 2026-Q1 |
| OAK FAMILY ADVISORS, LLC added | 61,300 | $3M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 58,176 | $2M | 1.2% | 2026-Q1 |
| BARD ASSOCIATES INC added | 55,629 | $2M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 53,099 | $2M | 1.1% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 46,748 | $2M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 38,456 | $2M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 34,558 | $1M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 32,580 | $1M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 23,953 | $988K | 0.5% | 2026-Q1 |
| Ellsworth Advisors, LLC added | 23,304 | $962K | 0.5% | 2026-Q1 |
| Abundance Wealth Counselors added | 21,929 | $905K | 0.4% | 2026-Q1 |
| Allen Investment Management, LLC | 21,106 | $871K | 0.4% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. | 20,372 | $841K | 0.4% | 2026-Q1 |
| WENDELL DAVID ASSOCIATES INC | 17,866 | $737K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 17,170 | $708K | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 16,850 | $695K | 0.3% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,050 | $662K | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 16,036 | $662K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 14,154 | $584K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 13,731 | $567K | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 13,604 | $561K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 13,594 | $561K | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 13,495 | $557K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 13,438 | $554K | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 13,107 | $541K | 0.3% | 2026-Q1 |
| M Holdings Securities, Inc. trimmed | 11,782 | $479K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 11,111 | $458K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 11,140 | $457K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 10,196 | $421K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 9,412 | $388K | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 9,196 | $379K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 9,007 | $372K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 8,794 | $363K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 8,515 | $351K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 8,071 | $333K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 7,330 | $302K | 0.1% | 2026-Q1 |
| Trexquant Investment LP added | 7,114 | $294K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 6,785 | $280K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP new | 6,578 | $271K | 0.1% | 2026-Q1 |
| Worth Venture Partners, LLC trimmed | 6,338 | $262K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 5,844 | $241K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 6,450 | $235K | 0.1% | 2026-Q1 |
| RD Lewis Holdings, Inc. | 5,160 | $229K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 5,528 | $228K | 0.1% | 2026-Q1 |
| Fruth Investment Management | 5,500 | $226K | 0.1% | 2026-Q1 |
| Byrne Asset Management LLC new | 4,340 | $179K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 3,554 | $147K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,760 | $114K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,758 | $114K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,676 | $110K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,434 | $100K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,596 | $66K | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 1,462 | $60K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $58K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,353 | $56K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,292 | $53K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC trimmed | 95 | $49K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,117 | $46K | 0.0% | 2026-Q1 |
| Hanson & Doremus Investment Management new | 1,035 | $43K | 0.0% | 2026-Q1 |
| CWM, LLC added | 819 | $34K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC | 738 | $30K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 705 | $29K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,829 | $23K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 500 | $21K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 496 | $20K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 470 | $19K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 293,811 | $11M | 5.2% | 2025-Q4 stale |
| CWA Asset Management Group, LLC new | 108,325 | $3M | 1.6% | 2025-Q1 stale |
| WINNOW WEALTH LLC new | 50,202 | $2M | 0.8% | 2025-Q2 stale |
| Monaco Asset Management SAM | 22,005 | $763K | 0.4% | 2025-Q3 stale |
| Penn Mutual Asset Management | 21,000 | $728K | 0.4% | 2025-Q3 stale |
| REDMONT WEALTH ADVISORS LLC trimmed | 18,598 | $677K | 0.3% | 2025-Q4 stale |
| Perritt Capital Management Inc trimmed | 15,850 | $549K | 0.3% | 2025-Q3 stale |
| STIFEL FINANCIAL CORP trimmed | 14,101 | $513K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 14,216 | $464K | 0.2% | 2025-Q2 stale |
| TRANSCEND CAPITAL ADVISORS, LLC added | 12,594 | $437K | 0.2% | 2025-Q3 stale |
| R Squared Ltd new | 11,329 | $412K | 0.2% | 2025-Q4 stale |
| Empowered Funds, LLC | 10,688 | $388K | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 10,800 | $374K | 0.2% | 2025-Q3 stale |
| Mountain Lake Investment Management LLC added | 10,236 | $335K | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,334 | $305K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 7,851 | $286K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC new | 7,175 | $261K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 3,481 | $104K | 0.1% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 853 | $28K | 0.0% | 2025-Q2 stale |
| Quarry LP new | 703 | $24K | 0.0% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 550 | $20K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.