Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ALCO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GATE CITY CAPITAL MANAGEMENT, LLC | 1.3M | $53.5M | +0.7% | 17.436% | 13.87% |
| 2 | BlackRock, Inc. | 445K | $18.4M | +6.4% | 6.006% | 0.00% |
| 3 | Pacific Ridge Capital Partners, LLC | 283K | $11.7M | -0.8% | 3.818% | 2.13% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 261K | $10.8M | -8.9% | 3.526% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 243K | $10.0M | +3.4% | 3.272% | 0.00% |
| 6 | CM Management, LLC | 200K | $8.3M | 0.0% | 2.697% | 5.26% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 146K | $6.0M | +0.7% | 1.969% | 0.00% |
| 8 | MORGAN STANLEY | 142K | $5.9M | -2.6% | 1.920% | 0.00% |
| 9 | STATE STREET CORP | 136K | $5.6M | -0.1% | 1.830% | 0.00% |
| 10 | Peapod Lane Capital LLC | 117K | $4.9M | -12.2% | 1.583% | 3.28% |
| 11 | Rodgers Brothers Inc. | 113K | $4.7M | 0.0% | 1.518% | 0.45% |
| 12 | Accordant Advisory Group Inc | 101K | $4.2M | +0.7% | 1.366% | 2.83% |
| 13 | TOWERVIEW LLC | 76K | $3.1M | -11.2% | 1.018% | 2.05% |
| 14 | OAK FAMILY ADVISORS, LLC | 64K | $2.6M | +3.7% | 0.857% | 0.67% |
| 15 | NORTHERN TRUST CORP | 61K | $2.5M | +4.3% | 0.818% | 0.00% |
| 16 | BARD ASSOCIATES INC | 56K | $2.3M | -0.0% | 0.750% | 0.51% |
| 17 | Bank of New York Mellon Corp | 55K | $2.3M | +3.2% | 0.739% | 0.00% |
| 18 | NAPLES GLOBAL ADVISORS, LLC | 45K | $1.9M | -4.1% | 0.605% | 0.11% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 40K | $1.7M | +3.9% | 0.539% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39K | $1.6M | +20.8% | 0.530% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 33K | $1.4M | -4.2% | 0.447% | 0.00% |
| 22 | Ellsworth Advisors, LLC | 24K | $964K | +1.1% | 0.318% | 0.16% |
| 23 | UBS Group AG | 23K | $955K | -3.7% | 0.311% | 0.00% |
| 24 | Allen Investment Management, LLC | 21K | $873K | 0.0% | 0.285% | 0.01% |
| 25 | Russell Investments Group, Ltd. | 21K | $851K | +28.2% | 0.277% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ALCO — a direct measure of their conviction.
Filings activity in ALCO during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 111 | +2.8% | 59.93% | +0.42 pp | $183M | +0.7% |
| Q1 2026 | 108 | +2.9% | 59.51% | +0.42 pp | $181M | +11% |
| Q4 2025 | 105 | +11% | 59.09% | +0.78 pp | $163M | +6.2% |
| Q3 2025 | 95 | 1.0% | 58.31% | 7.51 pp | $154M | +5.7% |
| Q2 2025 | 96 | +16% | 65.82% | +9.21 pp | $145M | +14% |
| Q1 2025 | 83 | +9.2% | 56.61% | +1.27 pp | $128M | +18% |
| Q4 2024 | 76 | 11% | 55.34% | 0.03 pp | $108M | 7.6% |
| Q3 2024 | 85 | — | 55.37% | — | $117M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ALCO stock.
Based on Q2 2026 13F filings, institutional ownership of Alico, Inc. stands at 59.9%, held across 111 reporting institutions.
GATE CITY CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of ALCO, with approximately 1,293,141 shares worth $0.05B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ALCO.
Our composite Smart Money Score for ALCO is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in ALCO during Q2 2026, while 9 fully exited. 63 added to existing positions and 31 trimmed.
ALCO institutional ownership rose by 0.42 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 74.0% of all reported 13F value in ALCO, and the top 25 account for 91.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Alico, Inc. (ALCO) Institutional Ownership