Ranked by reported Q1 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 | $53.0M | -1.1% | 17.309% | 20.62% |
| 2 | BlackRock, Inc. | 419K | $17.3M | +5.7% | 5.647% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 287K | $11.8M | -10.3% | 3.872% | 0.00% |
| 4 | Pacific Ridge Capital Partners, LLC | 285K | $11.8M | +0.3% | 3.847% | 2.55% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 235K | $9.7M | — | 3.164% | 0.00% |
| 6 | CM Management, LLC | 200K | $8.3M | 0.0% | 2.697% | 6.90% |
| 7 | MORGAN STANLEY | 146K | $6.0M | +2.1% | 1.971% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 145K | $6.0M | +4.7% | 1.956% | 0.00% |
| 9 | STATE STREET CORP | 136K | $5.6M | +2.5% | 1.832% | 0.00% |
| 10 | Peapod Lane Capital LLC | 134K | $5.5M | -0.0% | 1.803% | 4.51% |
| 11 | Rodgers Brothers Inc. | 113K | $4.6M | +0.2% | 1.518% | 0.54% |
| 12 | Accordant Advisory Group Inc | 101K | $4.2M | +6.6% | 1.357% | 2.57% |
| 13 | TOWERVIEW LLC | 85K | $3.5M | -18.5% | 1.146% | 2.27% |
| 14 | OAK FAMILY ADVISORS, LLC | 61K | $2.5M | +6.3% | 0.827% | 0.71% |
| 15 | NORTHERN TRUST CORP | 58K | $2.4M | +1.2% | 0.784% | 0.00% |
| 16 | BARD ASSOCIATES INC | 56K | $2.3M | +0.2% | 0.750% | 0.58% |
| 17 | Bank of New York Mellon Corp | 53K | $2.2M | -2.8% | 0.716% | 0.00% |
| 18 | NAPLES GLOBAL ADVISORS, LLC | 47K | $1.9M | -6.2% | 0.630% | 0.14% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 38K | $1.6M | — | 0.519% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 35K | $1.4M | +26.9% | 0.466% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 33K | $1.3M | — | 0.439% | 0.00% |
| 22 | UBS Group AG | 24K | $988K | -1.3% | 0.323% | 0.00% |
| 23 | Ellsworth Advisors, LLC | 23K | $962K | +0.7% | 0.314% | 0.18% |
| 24 | Abundance Wealth Counselors | 22K | $905K | +12.6% | 0.296% | 0.13% |
| 25 | Allen Investment Management LLC | 21K | $871K | 0.0% | 0.285% | 0.01% |
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 Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 106 | +1.0% | 59.76% | +5.83 pp | $181M | +11% |
| Q4 2025 | 105 | +11% | 53.93% | +3.15 pp | $163M | +6.2% |
| Q3 2025 | 95 | 1.0% | 50.78% | +2.73 pp | $154M | +5.7% |
| Q2 2025 | 96 | +16% | 48.05% | +5.88 pp | $145M | +14% |
| Q1 2025 | 83 | +9.2% | 42.17% | +6.38 pp | $128M | +18% |
| Q4 2024 | 76 | 11% | 35.79% | 2.93 pp | $108M | 7.6% |
| Q3 2024 | 85 | +12% | 38.72% | +4.43 pp | $117M | +13% |
| Q2 2024 | 76 | — | 34.29% | — | $104M | — |
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 Q1 2026 13F filings, institutional ownership of Alico, Inc. stands at 59.8%, held across 106 reporting institutions.
GATE CITY CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of ALCO, with approximately 1,283,706 shares worth $0.05B as of Q1 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 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
15 institutions opened new positions in ALCO during Q1 2026, while 14 fully exited. 76 added to existing positions and 14 trimmed.
ALCO institutional ownership rose by 5.83 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 74.6% of all reported 13F value in ALCO, and the top 25 account for 92.1%.
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