Security Snapshot

ALICO, INC. - Common Stock (ALCO) Institutional Ownership

CUSIP: 016230104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

108

Shares (Excl. Options)

4,434,393

Price

$41.26

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-81,043
Value change
-$3,141,870
Number of holders
108
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
7,606,813
SEC-reported price per share
$43.18
Insider filing price
$43.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ALCO - ALICO, INC. - Common Stock is tracked under CUSIP 016230104.
  • 108 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 105 to 108 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $164,293,863 to $182,921,575.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 108 institutions filings for Q1 2026.

Open SEC evidence

Security key

016230104

Latest holder period

Q1 2026

13F holders

108

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
ALCO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GATE CITY CAPITAL MANAGEMENT, LLC 16% +12% $43,608,484 +$4,562,157 1,258,179 +12% Gate City Capital Management, LLC 30 Sep 2025
SATTERFIELD THOMAS A JR 6.4% $17,711,970 486,836 Thomas A. Satterfield, Jr. 31 Dec 2025
BlackRock, Inc. 5.3% $13,280,188 406,373 BlackRock, Inc. 30 Jun 2025
DIMENSIONAL FUND ADVISORS LP 4.6% $12,242,200 353,191 Dimensional Fund Advisors LP 30 Sep 2025

As of 31 Mar 2026, 108 institutional investors reported holding 4,434,393 shares of ALICO, INC. - Common Stock (ALCO). This represents 58% of the company’s total 7,606,813 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
53%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GATE CITY CAPITAL MANAGEMENT, LLC 17% 1,283,706 -1.1% 21% $52,965,710
BlackRock, Inc. 5.5% 418,808 +5.7% 0% $17,280,032
DIMENSIONAL FUND ADVISORS LP 3.8% 287,141 -10% 0% $11,847,388
Pacific Ridge Capital Partners, LLC 3.8% 285,332 +0.3% 2.5% $11,772,798
VANGUARD CAPITAL MANAGEMENT LLC 3.1% 234,673 0% 0% $9,682,608
CM Management, LLC 2.6% 200,000 0% 6.9% $8,252,000
MORGAN STANLEY 1.9% 146,147 +2% 0% $6,030,054
GEODE CAPITAL MANAGEMENT, LLC 1.9% 145,070 +4.7% 0% $5,985,587
STATE STREET CORP 1.8% 135,887 +2.5% 0% $5,606,698
Peapod Lane Capital LLC 1.8% 133,692 -0.01% 4.5% $5,500,757
Rodgers Brothers Inc. 1.5% 112,603 +0.22% 0.54% $4,645,993
Accordant Advisory Group Inc 1.3% 100,635 +6.6% 2.6% $4,152,201
TOWERVIEW LLC 1.1% 85,000 -18% 2.3% $3,507,100
OAK FAMILY ADVISORS, LLC 0.81% 61,300 +6.3% 0.78% $2,529,238
NORTHERN TRUST CORP 0.76% 58,176 +1.2% 0% $2,400,342
BARD ASSOCIATES INC 0.73% 55,629 +0.19% 0.58% $2,295,253
Bank of New York Mellon Corp 0.7% 53,099 -2.8% 0% $2,190,867
NAPLES GLOBAL ADVISORS, LLC 0.61% 46,748 -6.2% 0.14% $1,928,823
VANGUARD FIDUCIARY TRUST CO 0.51% 38,456 0% 0% $1,586,695
GOLDMAN SACHS GROUP INC 0.45% 34,558 +27% 0% $1,425,863
VANGUARD PORTFOLIO MANAGEMENT LLC 0.43% 32,580 0% 0% $1,344,251
UBS Group AG 0.31% 23,953 -1.3% 0% $988,302
Ellsworth Advisors, LLC 0.31% 23,304 +0.71% 0.18% $961,519
Abundance Wealth Counselors 0.29% 21,929 +13% 0.13% $904,791
Allen Investment Management, LLC 0.28% 21,106 0% 0.01% $870,834

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,434,393 $182,921,575 -$3,141,870 $41.26 108
2025 Q4 4,513,371 $164,293,863 +$1,435,955 $36.38 105
2025 Q3 4,478,884 $155,244,416 -$1,834,389 $34.66 97
2025 Q2 4,537,628 $148,300,085 +$7,473,859 $32.68 95
2025 Q1 4,318,587 $128,878,097 +$4,542,007 $29.84 82
2024 Q4 4,224,900 $109,567,884 -$4,127,934 $25.93 75
2024 Q3 4,224,264 $118,162,932 +$3,857,536 $27.97 84
2024 Q2 4,074,106 $105,571,007 -$784,058 $25.91 76
2024 Q1 4,076,486 $119,372,708 +$4,609,167 $29.28 79
2023 Q4 3,904,491 $113,549,914 +$6,439,158 $29.08 77
2023 Q3 2,974,887 $74,260,727 -$9,095,797 $24.96 68
2023 Q2 3,334,317 $85,234,287 +$1,046,574 $25.46 72
2023 Q1 3,304,076 $79,967,875 +$3,675,348 $24.20 73
2022 Q4 3,153,105 $75,297,628 -$7,465,025 $23.87 80
2022 Q3 3,414,924 $96,527,770 -$1,017,787 $28.24 89
2022 Q2 3,383,502 $120,568,539 +$13,419,325 $35.63 100
2022 Q1 2,999,348 $112,929,981 -$8,180,039 $37.56 78
2021 Q4 3,219,846 $119,231,734 +$3,010,904 $37.03 69
2021 Q3 3,161,594 $108,767,019 +$1,055,610 $34.24 66
2021 Q2 3,127,196 $111,271,532 -$7,465,524 $35.60 62
2021 Q1 3,355,113 $100,210,934 -$5,779,827 $29.86 60
2020 Q4 3,537,209 $109,698,844 -$1,799,613 $31.02 57
2020 Q3 3,508,505 $100,423,999 +$3,058,765 $28.62 59
2020 Q2 3,397,490 $105,873,538 +$4,104,043 $31.16 63
2020 Q1 3,275,077 $101,662,074 +$4,805,825 $31.04 65
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