ALCO Alico Inc.
Alico Inc. (ALCO) Institutional Ownership
What the institutions did with ALCO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 240.2K | 23.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 140.7K | 13.7% |
| Peapod Lane Capital LLC | 109.2K | 10.6% |
| Accordant Advisory Group Inc | 104.6K | 10.2% |
| TOWERVIEW LLC | 75.5K | 7.4% |
| OAK FAMILY ADVISORS, LLC | 56.9K | 5.5% |
| Bank of New York Mellon Corp | 53.8K | 5.2% |
| NAPLES GLOBAL ADVISORS, LLC | 44.5K | 4.3% |
| Ellsworth Advisors, LLC | 23.9K | 2.3% |
| Prescott Group Capital Management, L.L.C. | 21.4K | 2.1% |
| Allen Investment Management, LLC | 21.1K | 2.1% |
| Abundance Wealth Counselors | 21.0K | 2.0% |
| Russell Investments Group, Ltd. | 20.9K | 2.0% |
| WENDELL DAVID ASSOCIATES INC | 17.9K | 1.7% |
| Wavvest Wealth LLC | 14.1K | 1.4% |
| M Holdings Securities, Inc. | 11.6K | 1.1% |
| Moors & Cabot, Inc. | 6.4K | 0.6% |
| Investment Research Partners LLC | 5.9K | 0.6% |
| Fruth Investment Management | 5.5K | 0.5% |
| TRUIST FINANCIAL CORP | 5.4K | 0.5% |
| R Squared Ltd | 5.4K | 0.5% |
| Byrne Asset Management LLC | 5.3K | 0.5% |
| DEUTSCHE BANK AG\ | 5.0K | 0.5% |
| PNC Financial Services Group, Inc. | 2.7K | 0.3% |
| BARCLAYS PLC | 2.2K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Reduced | 261.5K | 240.2K | -21.3K |
| Abundance Wealth Counselors | Reduced | 38.8K | 21.0K | -17.8K |
| Marquette Asset Management, LLC | Sold Out | 15.8K | 0 | -15.8K |
| M Holdings Securities, Inc. | New | 0 | 11.6K | +11.6K |
| Peapod Lane Capital LLC | Reduced | 117.4K | 109.2K | -8.2K |
| OAK FAMILY ADVISORS, LLC | Reduced | 63.6K | 56.9K | -6.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 146.1K | 140.7K | -5.4K |
| Accordant Advisory Group Inc | Increased | 101.3K | 104.6K | +3.3K |
| R Squared Ltd | Reduced | 8.1K | 5.4K | -2.7K |
| CITIGROUP INC | Reduced | 2.7K | 329 | -2.4K |
| BARCLAYS PLC | Increased | 914 | 2.2K | +1.3K |
| Prescott Group Capital Management, L.L.C. | Increased | 20.4K | 21.4K | +1.1K |
| Bank of New York Mellon Corp | Reduced | 54.8K | 53.8K | -995 |
| DEUTSCHE BANK AG\ | Reduced | 5.8K | 5.0K | -761 |
| Covestor Ltd | Sold Out | 377 | 0 | -377 |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 1.2K | 846 | -368 |
| Ellsworth Advisors, LLC | Increased | 23.6K | 23.9K | +329 |
| Moors & Cabot, Inc. | Reduced | 6.7K | 6.4K | -325 |
| Byrne Asset Management LLC | Increased | 5.0K | 5.3K | +317 |
| Russell Investments Group, Ltd. | Increased | 20.6K | 20.9K | +307 |
| NAPLES GLOBAL ADVISORS, LLC | Reduced | 44.8K | 44.5K | -300 |
| NBC SECURITIES, INC. | Sold Out | 150 | 0 | -150 |
| Cornerstone Planning Group LLC | Sold Out | 139 | 0 | -139 |
| PNC Financial Services Group, Inc. | Increased | 2.5K | 2.7K | +129 |
| Investment Research Partners LLC | Increased | 5.8K | 5.9K | +129 |
| Sterling Capital Management LLC | Increased | 86 | 135 | +49 |
| TD PRIVATE CLIENT WEALTH LLC | Reduced | 38 | 11 | -27 |
| SBI Securities Co., Ltd. | Increased | 9 | 34 | +25 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 229 | 205 | -24 |
| Physician Wealth Advisors, Inc. | Sold Out | 24 | 0 | -24 |
| Davis Capital Management | New | 0 | 23 | +23 |
| SJS Investment Consulting Inc. | New | 0 | 23 | +23 |
| Allworth Financial LP | Increased | 25 | 47 | +22 |
| EverSource Wealth Advisors, LLC | Reduced | 50 | 46 | -4 |
| Essential Partners LLC | Reduced | 4 | 1 | -3 |
| Root Financial Partners, LLC | New | 0 | 3 | +3 |
| Farther Finance Advisors, LLC | Increased | 14 | 16 | +2 |
| GAMMA Investing LLC | Reduced | 97 | 95 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.