ALICO, INC. - ALCO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
GATE CITY CAPITAL MANAGEMENT, LLC History No change 1,293,141 53,497 13.87% 13.87% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 445,439 18,427 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Pacific Ridge Capital Partners, LLC History No change 283,139 11,713 2.13% 2.13% 3 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 261,491 10,817 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 242,656 10,038 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
CM Management, LLC History No change 200,000 8,274 5.26% 5.26% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 146,054 6,043 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 142,396 5,890 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 135,730 5,615 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
Peapod Lane Capital LLC History No change 117,439 4,858 3.28% 3.28% 10 0 0.0% Q2 2026 Jul 27, 2026
Rodgers Brothers Inc. History No change 112,604 4,658 0.45% 0.45% 11 0 0.0% Q2 2026 Aug 05, 2026
Accordant Advisory Group Inc History No change 101,317 4,191 2.83% 2.83% 12 0 0.0% Q2 2026 Jul 27, 2026
TOWERVIEW LLC History No change 75,500 3,123 2.05% 2.05% 13 0 0.0% Q2 2026 Aug 04, 2026
OAK FAMILY ADVISORS, LLC History No change 63,575 2,630 0.67% 0.67% 14 0 0.0% Q2 2026 Jul 20, 2026
NORTHERN TRUST CORP History No change 60,646 2,508 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
BARD ASSOCIATES INC History No change 55,606 2,300 0.51% 0.51% 16 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 54,817 2,267 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 06, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 44,848 1,855 0.11% 0.11% 18 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD FIDUCIARY TRUST CO History No change 39,961 1,653 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 39,345 1,627 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Abundance Wealth Counselors History No change 38,795 1,604 0.1% 0.1% 21 0 0.0% Q2 2026 Jul 23, 2026
GOLDMAN SACHS GROUP INC History No change 33,123 1,370 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
Ellsworth Advisors, LLC History No change 23,571 964 0.16% 0.16% 23 0 0.0% Q2 2026 Jul 16, 2026
UBS Group AG History No change 23,077 954 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Allen Investment Management, LLC History No change 21,106 873 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 20,562 850 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 06, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 20,372 842 0.07% 0.07% 27 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 19,288 797 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 18,550 767 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
WENDELL DAVID ASSOCIATES INC History No change 17,866 739 0.08% 0.08% 30 0 0.0% Q2 2026 Jul 27, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 16,050 663 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 14, 2026
Marquette Asset Management, LLC History No change 15,771 652 0.08% 0.08% 32 0 0.0% Q2 2026 Jul 09, 2026
ALLIANCEBERNSTEIN L.P. History No change 14,692 606 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 14,213 587 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 13,674 565 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 13,638 564 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 13,495 558 0.01% 0.01% 37 0 0.0% Q2 2026 Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,466 557 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 12,967 536 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,446 514 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 12,313 509 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 12,281 505 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 11,688 483 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
RD Lewis Holdings, Inc. History No change 9,895 417 0.31% 0.31% 44 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 9,412 389 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 9,241 382 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 9,065 375 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 8,269 342 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History No change 8,053 333 0.17% 0.17% 49 0 0.0% Q2 2026 Aug 05, 2026
Moors & Cabot, Inc. History No change 6,710 277 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 10, 2026
Investment Research Partners LLC History No change 5,779 239 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 04, 2026
DEUTSCHE BANK AG\ History No change 5,775 238 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 07, 2026
Fruth Investment Management History No change 5,500 227 0.05% 0.05% 53 0 0.0% Q2 2026 Jul 10, 2026
TRUIST FINANCIAL CORP History No change 5,428 224 0.0% 0.0% 54 0 0.0% Q2 2026 Jul 28, 2026
WELLS FARGO & COMPANY/MN History No change 5,334 220 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 5,173 214 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Added to 5,328 204 0.11% 0.11% 57 +317 6.33% Q3 2026 Oct 06, 2026
GSA CAPITAL PARTNERS LLP History No change 4,842 200 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 06, 2026
MetLife Investment Management, LLC History No change 3,554 147 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 3,268 135 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 2,760 114 0.0% 0.0% 61 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 2,712 112 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 2,686 111 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,548 105 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 1,643 68 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 1,596 66 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 1,411 58 0.0% 0.0% 67 0 0.0% Q2 2026 Jul 23, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,214 50 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 10, 2026
Hanson & Doremus Investment Management History No change 1,035 43 0.0% 0.0% 69 0 0.0% Q2 2026 Jul 29, 2026
BARCLAYS PLC History No change 914 37 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 738 31 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 766 31 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 705 29 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 620 25 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 500 20 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 469 19 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 470 19 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 470 19 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 16, 2026
Covestor Ltd History No change 377 16 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 273 11 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 246 10 0.0% 0.0% 81 0 0.0% Q2 2026 Jul 24, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 205 7 0.0% 0.0% 82 -24 -10.48% Q3 2026 Oct 05, 2026
LANARK FINANCIAL, INC. History No change 150 6 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 160 6 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 155 6 0.0% 0.0% 85 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Planning Group LLC History No change 139 5 0.0% 0.0% 86 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History No change 97 4 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 79 3 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 24, 2026
Sterling Capital Management LLC History No change 86 3 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 49 2 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 60 2 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 50 2 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 24, 2026
Torren Management, LLC History No change 59 2 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 10, 2026
FIFTH THIRD BANCORP History No change 31 1 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 38 1 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 25 1 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 11, 2026
Quarry LP History No change 38 1 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 41 1 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 17 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 24 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Optiver Holding B.V. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026