Latest Period
Q2 2026
Security Snapshot
ALICO, INC. - Common Stock (ALCO) Institutional Ownership
CUSIP: 016230104
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
111
Shares (Excl. Options)
4,464,833
Price
$41.37
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- Security type / class
- Equity / Common Stock
- Symbol
- ALCO on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 4,464,833
- Total 13F value
- $184,703,625
- Portfolio coverage rank
- 0%
- Share change
- +27,782
- Value change
- +$1,164,688
- Number of holders
- 111
- Shares outstanding
- 7,606,813
- SEC-reported price per share
- $41.40
- Insider filing price
- $41.40
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- ALCO - ALICO, INC. - Common Stock is tracked under CUSIP 016230104.
- 111 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 109 to 111 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $182,923,267 to $184,703,625.
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
Open SEC evidence
Latest holder context comes from 111 institutions filings for Q2 2026.
Security key
016230104
Latest holder period
Q2 2026
13F holders
111
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
ALCO full holder history
ALICO, INC. SEC filings
ALICO, INC. company facts
ALICO, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 016230104:
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 30 Jun 2026, 111 institutional investors reported holding 4,464,833 shares of ALICO, INC. - Common Stock (ALCO). This represents 59% 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% | 1,293,141 | +0.73% | 14% | $53,497,243 |
| BlackRock, Inc. | 5.9% | 445,439 | +6.4% | 0% | $18,427,825 |
| Pacific Ridge Capital Partners, LLC | 3.7% | 283,139 | -0.77% | 2.1% | $11,713,460 |
| DIMENSIONAL FUND ADVISORS LP | 3.4% | 261,491 | -8.9% | 0% | $10,817,727 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2% | 242,656 | +3.4% | 0% | $10,038,679 |
| CM Management, LLC | 2.6% | 200,000 | 0% | 5.3% | $8,274,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 146,054 | +0.68% | 0% | $6,043,429 |
| MORGAN STANLEY | 1.9% | 142,396 | -2.6% | 0% | $5,890,926 |
| STATE STREET CORP | 1.8% | 135,730 | -0.12% | 0% | $5,615,150 |
| Peapod Lane Capital LLC | 1.5% | 117,439 | -12% | 3.3% | $4,858,457 |
| Rodgers Brothers Inc. | 1.5% | 112,604 | +0% | 0.45% | $4,658,409 |
| Accordant Advisory Group Inc | 1.3% | 101,317 | +0.68% | 2.8% | $4,191,485 |
| TOWERVIEW LLC | 0.99% | 75,500 | -11% | 2% | $3,123,435 |
| OAK FAMILY ADVISORS, LLC | 0.84% | 63,575 | +3.7% | 0.76% | $2,630,098 |
| NORTHERN TRUST CORP | 0.8% | 60,646 | +4.2% | 0% | $2,508,925 |
| BARD ASSOCIATES INC | 0.73% | 55,606 | -0.04% | 0.51% | $2,300,421 |
| Bank of New York Mellon Corp | 0.72% | 54,817 | +3.2% | 0% | $2,267,797 |
| NAPLES GLOBAL ADVISORS, LLC | 0.59% | 44,848 | -4.1% | 0.11% | $1,855,362 |
| VANGUARD FIDUCIARY TRUST CO | 0.53% | 39,961 | +3.9% | 0% | $1,653,187 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.52% | 39,345 | +21% | 0% | $1,627,703 |
| Abundance Wealth Counselors | 0.51% | 38,795 | +77% | 0.1% | $1,604,949 |
| GOLDMAN SACHS GROUP INC | 0.44% | 33,123 | -4.2% | 0% | $1,370,299 |
| Ellsworth Advisors, LLC | 0.31% | 23,571 | +1.1% | 0.16% | $964,159 |
| UBS Group AG | 0.3% | 23,077 | -3.7% | 0% | $954,695 |
| Allen Investment Management, LLC | 0.28% | 21,106 | 0% | 0.01% | $873,155 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,464,833 | $184,703,625 | +$1,164,688 | $41.37 | 111 |
| 2026 Q1 | 4,434,434 | $182,923,267 | -$3,141,870 | $41.26 | 109 |
| 2025 Q4 | 4,513,412 | $164,295,355 | +$1,435,955 | $36.38 | 106 |
| 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 |