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Institutional Ownership · SEC Form 13F

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.

108
Institutional holders
4M
Shares held (tracked funds)
58.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
GATE CITY CAPITAL MANAGEMENT, LLC trimmed1,283,706$53M25.8%2026-Q1
BlackRock, Inc. added418,808$17M8.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed287,141$12M5.8%2026-Q1
Pacific Ridge Capital Partners, LLC added285,332$12M5.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new234,673$10M4.7%2026-Q1
CM Management, LLC200,000$8M4.0%2026-Q1
MORGAN STANLEY added146,147$6M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added145,070$6M2.9%2026-Q1
STATE STREET CORP added135,887$6M2.7%2026-Q1
Peapod Lane Capital LLC trimmed133,692$6M2.7%2026-Q1
Rodgers Brothers Inc. added112,603$5M2.3%2026-Q1
Accordant Advisory Group Inc added100,635$4M2.0%2026-Q1
TOWERVIEW LLC trimmed85,000$4M1.7%2026-Q1
OAK FAMILY ADVISORS, LLC added61,300$3M1.2%2026-Q1
NORTHERN TRUST CORP added58,176$2M1.2%2026-Q1
BARD ASSOCIATES INC added55,629$2M1.1%2026-Q1
Bank of New York Mellon Corp trimmed53,099$2M1.1%2026-Q1
NAPLES GLOBAL ADVISORS, LLC trimmed46,748$2M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new38,456$2M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added34,558$1M0.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new32,580$1M0.7%2026-Q1
UBS Group AG trimmed23,953$988K0.5%2026-Q1
Ellsworth Advisors, LLC added23,304$962K0.5%2026-Q1
Abundance Wealth Counselors added21,929$905K0.4%2026-Q1
Allen Investment Management, LLC21,106$871K0.4%2026-Q1
Prescott Group Capital Management, L.L.C.20,372$841K0.4%2026-Q1
WENDELL DAVID ASSOCIATES INC17,866$737K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed17,170$708K0.3%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed16,850$695K0.3%2026-Q1
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.16,050$662K0.3%2026-Q1
Russell Investments Group, Ltd. added16,036$662K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added14,154$584K0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed13,731$567K0.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed13,604$561K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed13,594$561K0.3%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added13,495$557K0.3%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed13,438$554K0.3%2026-Q1
RHUMBLINE ADVISERS added13,107$541K0.3%2026-Q1
M Holdings Securities, Inc. trimmed11,782$479K0.2%2026-Q1
Invesco Ltd. trimmed11,111$458K0.2%2026-Q1
JPMORGAN CHASE & CO trimmed11,140$457K0.2%2026-Q1
Squarepoint Ops LLC trimmed10,196$421K0.2%2026-Q1
Nuveen, LLC9,412$388K0.2%2026-Q1
FMR LLC trimmed9,196$379K0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added9,007$372K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed8,794$363K0.2%2026-Q1
XTX Topco Ltd added8,515$351K0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed8,071$333K0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed7,330$302K0.1%2026-Q1
Trexquant Investment LP added7,114$294K0.1%2026-Q1
Moors & Cabot, Inc. trimmed6,785$280K0.1%2026-Q1
Engineers Gate Manager LP new6,578$271K0.1%2026-Q1
Worth Venture Partners, LLC trimmed6,338$262K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed5,844$241K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.6,450$235K0.1%2026-Q1
RD Lewis Holdings, Inc.5,160$229K0.1%2026-Q1
TRUIST FINANCIAL CORP5,528$228K0.1%2026-Q1
Fruth Investment Management5,500$226K0.1%2026-Q1
Byrne Asset Management LLC new4,340$179K0.1%2026-Q1
MetLife Investment Management, LLC3,554$147K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,760$114K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added2,758$114K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,676$110K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,434$100K0.0%2026-Q1
Vanguard Global Advisers, LLC new1,596$66K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC1,462$60K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,411$58K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,353$56K0.0%2026-Q1
OSAIC HOLDINGS, INC. added1,292$53K0.0%2026-Q1
QUADRANT CAPITAL GROUP LLC trimmed95$49K0.0%2026-Q1
BARCLAYS PLC trimmed1,117$46K0.0%2026-Q1
Hanson & Doremus Investment Management new1,035$43K0.0%2026-Q1
CWM, LLC added819$34K0.0%2026-Q1
BESSEMER GROUP INC738$30K0.0%2026-Q1
Pinnacle Wealth Planning Services, Inc.705$29K0.0%2026-Q1
EverSource Wealth Advisors, LLC added1,829$23K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV500$21K0.0%2026-Q1
Legal & General Group Plc496$20K0.0%2026-Q1
Ameritas Investment Partners, Inc.470$19K0.0%2026-Q1
VANGUARD GROUP INC added293,811$11M5.2%2025-Q4 stale
CWA Asset Management Group, LLC new108,325$3M1.6%2025-Q1 stale
WINNOW WEALTH LLC new50,202$2M0.8%2025-Q2 stale
Monaco Asset Management SAM22,005$763K0.4%2025-Q3 stale
Penn Mutual Asset Management21,000$728K0.4%2025-Q3 stale
REDMONT WEALTH ADVISORS LLC trimmed18,598$677K0.3%2025-Q4 stale
Perritt Capital Management Inc trimmed15,850$549K0.3%2025-Q3 stale
STIFEL FINANCIAL CORP trimmed14,101$513K0.3%2025-Q4 stale
HRT FINANCIAL LP added14,216$464K0.2%2025-Q2 stale
TRANSCEND CAPITAL ADVISORS, LLC added12,594$437K0.2%2025-Q3 stale
R Squared Ltd new11,329$412K0.2%2025-Q4 stale
Empowered Funds, LLC10,688$388K0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed10,800$374K0.2%2025-Q3 stale
Mountain Lake Investment Management LLC added10,236$335K0.2%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,334$305K0.1%2025-Q2 stale
CITADEL ADVISORS LLC trimmed7,851$286K0.1%2025-Q4 stale
Walleye Capital LLC new7,175$261K0.1%2025-Q4 stale
Corebridge Financial, Inc. trimmed3,481$104K0.1%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new853$28K0.0%2025-Q2 stale
Quarry LP new703$24K0.0%2025-Q3 stale
CIBC Private Wealth Group LLC550$20K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership