Tamarly Intelligence

Who Holds Alico, Inc. (ALCO)? 111 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 111 holders, $183 million in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
GATE CITY CAPITAL MANAGEMENT, LLC1,293,141$53 million+1%13F
BlackRock, Inc.445,439$18 million+6%13F
Pacific Ridge Capital Partners, LLC283,139$12 million-1%13F
DIMENSIONAL FUND ADVISORS LP261,491$11 million-9%13F
VANGUARD CAPITAL MANAGEMENT LLC242,656$10 million+3%13F
CM Management, LLC200,000$8 million+0%13F
GEODE CAPITAL MANAGEMENT, LLC146,054$6 million+1%13F
MORGAN STANLEY142,396$6 million-3%13F
STATE STREET CORP135,730$6 million0%13F
Peapod Lane Capital LLC117,439$5 million-12%13F
Rodgers Brothers Inc.112,604$5 million+0%13F
Accordant Advisory Group Inc101,317$4 million+1%13F
TOWERVIEW LLC75,500$3 million-11%13F
OAK FAMILY ADVISORS, LLC63,575$3 million+4%13F
NORTHERN TRUST CORP60,646$3 million+4%13F
BARD ASSOCIATES INC55,606$2 million0%13F
Bank of New York Mellon Corp54,817$2 million+3%13F
NAPLES GLOBAL ADVISORS, LLC44,848$2 million-4%13F
VANGUARD FIDUCIARY TRUST CO39,961$2 million+4%13F
VANGUARD PORTFOLIO MANAGEMENT LLC39,345$2 million+21%13F
Abundance Wealth Counselors38,795$2 million+77%13F
GOLDMAN SACHS GROUP INC33,123$1 million-4%13F
Ellsworth Advisors, LLC23,571$964,159+1%13F
UBS Group AG23,077$954,695-4%13F
Allen Investment Management, LLC21,106$873,155+0%13F
Russell Investments Group, Ltd.20,562$850,636+28%13F
Prescott Group Capital Management, L.L.C.20,372$842,790+0%13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,288$797,945+12%13F
STATE OF WISCONSIN INVESTMENT BOARD18,550$767,414+10%13F
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.16,050$663,989+0%13F
Marquette Asset Management, LLC15,771$652,447New13F
ALLIANCEBERNSTEIN L.P.14,692$606,192+128%13F
D. E. Shaw & Co., Inc.14,213$587,992+4%13F
AMERICAN CENTURY COMPANIES INC13,674$565,6940%13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC13,638$564,204+1%13F
CARY STREET PARTNERS FINANCIAL LLC13,495$558,288+0%13F
AQR CAPITAL MANAGEMENT LLC13,466$557,072-7%13F
RHUMBLINE ADVISERS12,967$536,436-1%13F
BNP PARIBAS FINANCIAL MARKETS12,446$514,891+38%13F
BANK OF AMERICA CORP /DE/12,313$509,388-9%13F
JPMORGAN CHASE & CO12,281$505,392+10%13F
TWO SIGMA INVESTMENTS, LP11,688$483,533+59%13F
RD Lewis Holdings, Inc.9,895$417,926+92%13F
Nuveen, LLC9,412$389,375+0%13F
Invesco Ltd.9,241$382,301-17%13F
FMR LLC9,065$375,000-1%13F
XTX Topco Ltd8,269$342,089-3%13F
R Squared Ltd8,053$333,153New13F
Moors & Cabot, Inc.6,710$277,593-1%13F
Investment Research Partners LLC5,779$239,077New13F
DEUTSCHE BANK AG\5,775$238,912-1%13F
TRUIST FINANCIAL CORP5,428$224,556-2%13F
WELLS FARGO & COMPANY/MN5,334$220,670+119%13F
Engineers Gate Manager LP5,173$214,007-21%13F
Byrne Asset Management LLC5,011$207,305+15%13F
MetLife Investment Management, LLC3,554$147,029+0%13F
LOS ANGELES CAPITAL MANAGEMENT LLC3,268$135,197New13F
NEW YORK STATE COMMON RETIREMENT FUND2,760$114,181+0%13F
CITIGROUP INC2,712$112,196+939%13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,686$111,120+0%13F
PNC Financial Services Group, Inc.2,548$105,412-8%13F
OSAIC HOLDINGS, INC.1,643$68,006+27%13F
Vanguard Global Advisers, LLC1,596$66,027+0%13F
Police & Firemen's Retirement System of New Jersey1,411$58,373+0%13F
NISA INVESTMENT ADVISORS, LLC1,214$50,223-17%13F
BARCLAYS PLC914$37,812-18%13F
Tower Research Capital LLC (TRC)766$31,689-43%13F
Pinnacle Wealth Planning Services, Inc.705$29,166+0%13F
Legal & General Group Plc620$25,649+25%13F
CREATIVE FINANCIAL DESIGNS INC /ADV500$20,685+0%13F
Ameritas Investment Partners, Inc.470$19,444+0%13F
ROYAL BANK OF CANADA469$19,000+120%13F
JONES FINANCIAL COMPANIES LLLP273$11,414New13F
Fortis Group Advisors, LLC246$10,177+0%13F
MassMutual Private Wealth & Trust, FSB229$9,474-7%13F
Arax Advisory Partners160$6,619New13F
Spire Wealth Management155$6,412+0%13F
LANARK FINANCIAL, INC.150$6,211+0%13F
Cornerstone Planning Group LLC139$5,539-7%13F
GAMMA Investing LLC97$4,013+62%13F
Sterling Capital Management LLC86$3,558-54%13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM79$3,268-74%13F
FIRST UNITED BANK & TRUST60$2,482+0%13F
Torren Management, LLC59$2,441+0%13F
EverSource Wealth Advisors, LLC50$2,068-85%13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC49$2,027+0%13F
Integrated Wealth Concepts LLC42$1,735New13F
Basecamp Wealth Advisors LLC41$1,696+0%13F
TD PRIVATE CLIENT WEALTH LLC38$1,572+0%13F
Quarry LP38$1,572New13F
FIFTH THIRD BANCORP31$1,282+0%13F
Allworth Financial LP25$1,035+47%13F
Physician Wealth Advisors, Inc.24$993New13F
HARBOUR INVESTMENTS, INC.21$869New13F
WENDELL DAVID ASSOCIATES INC17,866$739+0%13F
US BANCORP \DE\17$703+0%13F
Fortitude Family Office, LLC15$621+0%13F
Farther Finance Advisors, LLC14$576+0%13F
Smartleaf Asset Management LLC11$453+0%13F
SIGNATUREFD, LLC10$414New13F

Questions and answers

How many institutions hold Alico, Inc.?
111 managers reported Alico, Inc. on Form 13F for the quarter ended 30 June 2026, against 109 the quarter before.
Who is the largest institutional holder of Alico, Inc.?
GATE CITY CAPITAL MANAGEMENT, LLC, with 1,293,141 shares worth $53 million on its 13F for Q2 2026.
How many institutions bought or sold out of Alico, Inc. in Q2 2026?
13 managers reported a new position and 11 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Alico, Inc., Q2 2026", https://app.tamarly.ai/holders/alico, built from SEC EDGAR.

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