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Equibles

ALCO

Alico, Inc.

Company with tickers: ALCO

CIK
3545
CUSIP
016230104
Shares Outstanding
7,416,327
Investor Relations
https://ir.alicoinc.com/
13F Activity (30d)
40 filings 37 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 100
Total Value: $145,478,247
Total Shares: 3,525,892

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 100 13F filers · Δ vs Dec 31, 2025
Top Holder
36.4%
Jun 2023 → Mar 2026 · range 12.9% – 36.4%
+23.6 pts
Top 5
60.9%
Jun 2023 → Mar 2026 · range 46.1% – 60.9%
+14.8 pts
Top 10
77.0%
Jun 2023 → Mar 2026 · range 67.4% – 77.0%
+7.2 pts
HHI
1,558
Jun 2023 → Mar 2026 · range 602 – 1,558
Moderately concentrated+956

Quarterly Activity

vs Dec 31, 2025
New
26
Increased
26
Decreased
18
Sold Out
11
Unchanged
30
Holder count: +15
Institutional value: +95.8%
Shares held: +72.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega BNP PARIBAS ARBITRAGE, SA +7,750 9,007
Mega GEODE CAPITAL MANAGEMENT, LLC +6,459 145,070
Small Accordant Advisory Group Inc +6,224 100,635
Small OAK FAMILY ADVISORS, LLC +3,645 61,300
Mega STATE STREET CORP +3,356 135,887

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small TOWERVIEW LLC −19,251 85,000
Large Squarepoint Ops LLC −11,671 10,196
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC −8,000 13,438
Micro Worth Venture Partners, LLC −3,700 6,338
Small NAPLES GLOBAL ADVISORS, LLC −3,070 46,748

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small GATE CITY CAPITAL MANAGEMENT, LLC 1,283,706 $52,965,709
Small Pacific Ridge Capital Partners, LLC 285,332 $11,772,798
Mega VANGUARD CAPITAL MANAGEMENT LLC 234,673 $9,682,607
Mega Bank of New York Mellon Corp 53,099 $2,190,863
Mega VANGUARD FIDUCIARY TRUST CO 38,456 $1,586,694

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
— Thomas A. Satterfield, Jr. 486,836 $17,711,093
Micro REDMONT WEALTH ADVISORS LLC 18,598 $676,595
Large STIFEL FINANCIAL CORP 14,101 $512,993
Small R Squared Ltd 11,329 $412,149
Large Walleye Capital LLC 7,175 $261,026
Filter: New 26 Increased 26 Reduced 18 Sold out 11 Unchanged 30
Showing 100 of 100
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small GATE CITY CAPITAL MANAGEMENT, LLC $52,965,709 36.41% 1,283,706
Small Pacific Ridge Capital Partners, LLC $11,772,798 8.09% 285,332
Mega VANGUARD CAPITAL MANAGEMENT LLC $9,682,607 6.66% 234,673
Small CM Management, LLC $8,252,000 5.67% 200,000
Mega GEODE CAPITAL MANAGEMENT, LLC $5,985,587 4.11% 145,070
Mega STATE STREET CORP $5,606,697 3.85% 135,887
Small Peapod Lane Capital LLC $5,516,131 3.79% 133,692
Small Rodgers Brothers Inc. $4,645,999 3.19% 112,603
Small Accordant Advisory Group Inc $4,152,200 2.85% 100,635
Small TOWERVIEW LLC $3,507,100 2.41% 85,000
Small OAK FAMILY ADVISORS, LLC $2,529,238 1.74% 61,300
Mega NORTHERN TRUST CORP Bank $2,400,340 1.65% 58,176
Small BARD ASSOCIATES INC $2,295,252 1.58% 55,629
Mega Bank of New York Mellon Corp Bank $2,190,863 1.51% 53,099
Small NAPLES GLOBAL ADVISORS, LLC $1,928,822 1.33% 46,748
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,586,694 1.09% 38,456
Mega GOLDMAN SACHS GROUP INC $1,425,862 0.98% 34,558
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,344,250 0.92% 32,580
Mega UBS Group AG $988,299 0.68% 23,953
Small Ellsworth Advisors, LLC $961,523 0.66% 23,304
Small Abundance Wealth Counselors $904,790 0.62% 21,929
Mid Allen Investment Management, LLC $870,833 0.60% 21,106
Small Prescott Group Capital Management, L.L.C. $840,548 0.58% 20,372
Small WENDELL DAVID ASSOCIATES INC $737,151 0.51% 17,866
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $708,434 0.49% 17,170
Large STATE OF WISCONSIN INVESTMENT BOARD $695,231 0.48% 16,850
Small Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. $662,223 0.46% 16,050
Large Russell Investments Group, Ltd. $661,645 0.45% 16,036
Mega AMERICAN CENTURY COMPANIES INC $566,541 0.39% 13,731
Mega D. E. Shaw & Co., Inc. $561,301 0.39% 13,604
Mid CARY STREET PARTNERS FINANCIAL LLC $556,803 0.38% 13,495
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $554,451 0.38% 13,438
Mega RHUMBLINE ADVISERS $540,794 0.37% 13,107
Small M Holdings Securities, Inc. Broker-Dealer $486,125 0.33% 11,782
Mega JPMORGAN CHASE & CO $459,635 0.32% 11,140
Large Squarepoint Ops LLC $420,686 0.29% 10,196
Mega Nuveen, LLC $388,338 0.27% 9,412
Mega BNP PARIBAS ARBITRAGE, SA $371,628 0.26% 9,007
Mega JANE STREET GROUP, LLC $362,840 0.25% 8,794
Mid XTX Topco Ltd $351,328 0.24% 8,515
Mega TWO SIGMA INVESTMENTS, LP $302,435 0.21% 7,330
Large Trexquant Investment LP $293,523 0.20% 7,114
Mid Moors & Cabot, Inc. $279,949 0.19% 6,785
Mid Engineers Gate Manager LP $271,408 0.19% 6,578
Mega ALLIANCEBERNSTEIN L.P. $266,127 0.18% 6,450
Micro Worth Venture Partners, LLC Venture Capital $261,505 0.18% 6,338
Mega DEUTSCHE BANK AG\ Bank $241,122 0.17% 5,844
Large TRUIST FINANCIAL CORP $228,085 0.16% 5,528
Small Fruth Investment Management $226,930 0.16% 5,500
Small RD Lewis Holdings, Inc. $212,901 0.15% 5,160
Small Byrne Asset Management LLC $179,068 0.12% 4,340
Large MetLife Investment Management, LLC $146,638 0.10% 3,554
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $113,877 0.08% 2,760
Mega PNC FINANCIAL SERVICES GROUP, INC. $113,795 0.08% 2,758
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $110,411 0.08% 2,676
Mega WELLS FARGO & COMPANY/MN $100,426 0.07% 2,434
Mega Vanguard Global Advisers, LLC $65,850 0.05% 1,596
Large NISA INVESTMENT ADVISORS, LLC $60,322 0.04% 1,462
Large Police & Firemen's Retirement System of New Jersey Pension $58,217 0.04% 1,411
Mid Tower Research Capital LLC (TRC) $55,824 0.04% 1,353
Large OSAIC HOLDINGS, INC. $53,307 0.04% 1,292
Mega BARCLAYS PLC $46,086 0.03% 1,117
Small Hanson & Doremus Investment Management $42,704 0.03% 1,035
Large CWM, LLC $33,791 0.02% 819
Large BESSEMER GROUP INC $30,449 0.02% 738
Small Pinnacle Wealth Planning Services, Inc. $29,088 0.02% 705
Small CREATIVE FINANCIAL DESIGNS INC /ADV $20,630 0.01% 500
Mega Legal & General Group Plc $20,464 0.01% 496
Mid Ameritas Investment Partners, Inc. $19,392 0.01% 470
Small Capital Advisors, Ltd. LLC $19,392 0.01% 470
Small Covestor Ltd $15,555 0.01% 377
Mid EverSource Wealth Advisors, LLC $14,110 0.01% 342
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $12,584 0.01% 305
Mega CITIGROUP INC $10,768 0.01% 261
Mid MassMutual Private Wealth & Trust, FSB $10,149 0.01% 246
Small Fortis Group Advisors, LLC $10,149 0.01% 246
Mega ROYAL BANK OF CANADA Bank $8,788 0.01% 213
Mid Sterling Capital Management LLC $7,715 0.01% 187
Mid Spire Wealth Management $6,395 0.00% 155
Micro Cornerstone Planning Group LLC $6,189 0.00% 150
Small NBC SECURITIES, INC. Broker-Dealer $6,189 0.00% 150
Mid MAI Capital Management $4,208 0.00% 102
Mid QUADRANT CAPITAL GROUP LLC $3,919 0.00% 95
Mid GAMMA Investing LLC $2,475 0.00% 60
Small FIRST UNITED BANK & TRUST Bank $2,475 0.00% 60
Micro Torren Management, LLC $2,434 0.00% 59
Mid Optiver Holding B.V. $2,393 0.00% 58
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,021 0.00% 49
Mid TD PRIVATE CLIENT WEALTH LLC $1,567 0.00% 38
Large FIFTH THIRD BANCORP Bank $1,279 0.00% 31
Large US BANCORP \DE\ Bank $701 0.00% 17
Mid Allworth Financial LP $701 0.00% 17
Micro Fortitude Family Office, LLC Family Office $618 0.00% 15
Mid Farther Finance Advisors, LLC $577 0.00% 14
Mid Smartleaf Asset Management LLC $453 0.00% 11
Mid SBI Securities Co., Ltd. Broker-Dealer $371 0.00% 9
Small Root Financial Partners, LLC $206 0.00% 5
Small Sunbelt Securities, Inc. Broker-Dealer $123 0.00% 3
Mid ROTHSCHILD INVESTMENT LLC $82 0.00% 2
Small Essential Partners LLC $41 0.00% 1

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