Alico, Inc.
ALCO- Exchange
- Nasdaq
- Industry
- Agricultural Production-Crops
- SEC CIK
- 0000003545
In the last 90 days, Alico, Inc. insiders filed 1 open-market purchase and 0 sales; 110 institutions reported holding it in 13F filings for Q2 2026, worth $184.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Alico, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 110
- +3 vs. Q1 2026
- Shares held
- 4.46M
- +31.2K (+0.7%) vs. Q1 2026
- Total value
- $184.7M
- +$1.81M (+1.0%) vs. Q1 2026
- New holders
- 12
- 34 more added
- Sold out
- 9
- 31 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ALCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $184.7M |
| Q1 2026 | 109 | $182.9M |
| Q4 2025 | 106 | $164.3M |
| Q3 2025 | 99 | $155.8M |
| Q2 2025 | 97 | $149.5M |
| Q1 2025 | 83 | $129.2M |
| Q4 2024 | 77 | $109.6M |
| Q3 2024 | 86 | $118.5M |
| Q2 2024 | 76 | $105.8M |
| Q1 2024 | 79 | $123.2M |
| Q4 2023 | 77 | $115.5M |
| Q3 2023 | 68 | $74.3M |
| Q2 2023 | 72 | $85.2M |
| Q1 2023 | 74 | $80.0M |
| Q4 2022 | 83 | $75.6M |
| Q3 2022 | 91 | $96.5M |
| Q2 2022 | 101 | $120.6M |
| Q1 2022 | 78 | $111.3M |
| Q4 2021 | 69 | $120.3M |
| Q3 2021 | 66 | $108.8M |
| Q2 2021 | 66 | $111.3M |
| Q1 2021 | 60 | $100.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gate City Capital Management, LLC | 1,293,141 | $53.5M | 13.87% | +9,435+0.7% | Added |
| BlackRock, Inc. | 445,439 | $18.4M | 0.00% | +26,631+6.4% | Added |
| Pacific Ridge Capital Partners, LLC | 283,139 | $11.7M | 2.13% | −2,193−0.8% | Reduced |
| Dimensional Fund Advisors LP | 261,491 | $10.8M | 0.00% | −25,650−8.9% | Reduced |
| Vanguard Capital Management LLC | 242,656 | $10.0M | 0.00% | +7,983+3.4% | Added |
| CM Management, LLC | 200,000 | $8.27M | 5.26% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 146,054 | $6.04M | 0.00% | +984+0.7% | Added |
| Morgan Stanley | 142,396 | $5.89M | 0.00% | −3,751−2.6% | Reduced |
| State Street Corp | 135,730 | $5.62M | 0.00% | −157−0.1% | Reduced |
| Peapod Lane Capital LLC | 117,439 | $4.86M | 3.28% | −16,253−12.2% | Reduced |
| Rodgers Brothers Inc. | 112,604 | $4.66M | 0.45% | +10.0% | Added |
| Accordant Advisory Group Inc | 101,317 | $4.19M | 2.83% | +682+0.7% | Added |
| Towerview LLC | 75,500 | $3.12M | 2.05% | −9,500−11.2% | Reduced |
| Oak Family Advisors, LLC | 63,575 | $2.63M | 0.76% | +2,275+3.7% | Added |
| Northern Trust Corp | 60,646 | $2.51M | 0.00% | +2,470+4.2% | Added |
| Bard Associates Inc | 55,606 | $2.30M | 0.51% | −230.0% | Reduced |
| Bank of New York Mellon Corp | 54,817 | $2.27M | 0.00% | +1,718+3.2% | Added |
| Naples Global Advisors, LLC | 44,848 | $1.86M | 0.11% | −1,900−4.1% | Reduced |
| Vanguard Fiduciary Trust Co | 39,961 | $1.65M | 0.00% | +1,505+3.9% | Added |
| Vanguard Portfolio Management LLC | 39,345 | $1.63M | 0.00% | +6,765+20.8% | Added |
| Abundance Wealth Counselors | 38,795 | $1.60M | 0.10% | +16,866+76.9% | Added |
| Goldman Sachs Group Inc | 33,123 | $1.37M | 0.00% | −1,435−4.2% | Reduced |
| Ellsworth Advisors, LLC | 23,571 | $964.2K | 0.16% | +267+1.1% | Added |
| UBS Group AG | 23,077 | $954.7K | 0.00% | −876−3.7% | Reduced |
| Allen Investment Management LLC | 21,106 | $873.2K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,562 | $850.6K | 0.00% | +4,526+28.2% | Added |
| Prescott Group Capital Management, L.L.C. | 20,372 | $842.8K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 19,288 | $797.9K | 0.00% | +2,118+12.3% | Added |
| State of Wisconsin Investment Board | 18,550 | $767.4K | 0.00% | +1,700+10.1% | Added |
| Wendell David Associates Inc | 17,866 | $739.0K | 0.08% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,050 | $664.0K | 0.08% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15,771 | $652.4K | 0.08% | +15,771 | New |
| Alliancebernstein L.P. | 14,692 | $606.2K | 0.00% | +8,242+127.8% | Added |
| D. E. Shaw & Co., Inc. | 14,213 | $588.0K | 0.00% | +609+4.5% | Added |
| American Century Companies Inc | 13,674 | $565.7K | 0.00% | −57−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 13,638 | $564.2K | 0.01% | +200+1.5% | Added |
| Cary Street Partners Financial LLC | 13,495 | $558.3K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,466 | $557.1K | 0.00% | −971−6.7% | Reduced |
| Rhumbline Advisers | 12,967 | $536.4K | 0.00% | −140−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 12,446 | $514.9K | 0.00% | +3,439+38.2% | Added |
| Bank of America Corp | 12,313 | $509.4K | 0.00% | −1,281−9.4% | Reduced |
| JPMorgan Chase & Co | 12,281 | $505.4K | 0.00% | +1,141+10.2% | Added |
| Two Sigma Investments, LP | 11,688 | $483.5K | 0.00% | +4,358+59.5% | Added |
| RD Lewis Holdings, Inc. | 9,895 | $417.9K | 0.31% | +4,735+91.8% | Added |
| Nuveen, LLC | 9,412 | $389.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 9,241 | $382.3K | 0.00% | −1,870−16.8% | Reduced |
| FMR LLC | 9,065 | $375.0K | 0.00% | −131−1.4% | Reduced |
| XTX Topco Ltd | 8,269 | $342.1K | 0.00% | −246−2.9% | Reduced |
| R Squared Ltd | 8,053 | $333.2K | 0.17% | +8,053 | New |
| Moors & Cabot, Inc. | 6,710 | $277.6K | 0.01% | −75−1.1% | Reduced |
| Investment Research Partners LLC | 5,779 | $239.1K | 0.08% | +5,779 | New |
| Deutsche Bank AG | 5,775 | $238.9K | 0.00% | −69−1.2% | Reduced |
| Fruth Investment Management | 5,500 | $227.0K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 5,428 | $224.6K | 0.00% | −100−1.8% | Reduced |
| Wells Fargo & Company | 5,334 | $220.7K | 0.00% | +2,900+119.1% | Added |
| Engineers Gate Manager LP | 5,173 | $214.0K | 0.00% | −1,405−21.4% | Reduced |
| Byrne Asset Management LLC | 5,011 | $207.3K | 0.11% | +671+15.5% | Added |
| Gsa Capital Partners LLP | 4,842 | $200.0K | 0.01% | +4,842 | New |
| MetLife Investment Management | 3,554 | $147.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,268 | $135.2K | 0.00% | +3,268 | New |
| New York State Common Retirement Fund | 2,760 | $114.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,712 | $112.2K | 0.00% | +2,451+939.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,686 | $111.1K | 0.00% | +10+0.4% | Added |
| The PNC Financial Services Group, Inc. | 2,548 | $105.4K | 0.00% | −210−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,643 | $68.0K | 0.00% | +351+27.2% | Added |
| Vanguard Global Advisers, LLC | 1,596 | $66.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $58.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,214 | $50.2K | 0.00% | −248−17.0% | Reduced |
| Hanson & Doremus Investment Management | 1,035 | $43.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 914 | $37.8K | 0.00% | −203−18.2% | Reduced |
| Tower Research Capital LLC (TRC) | 766 | $31.7K | 0.00% | −587−43.4% | Reduced |
| Bessemer Group Inc | 738 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 705 | $29.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 620 | $25.6K | 0.00% | +124+25.0% | Added |
| Creative Financial Designs Inc | 500 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $19.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $19.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 469 | $19.0K | 0.00% | +256+120.2% | Added |
| Covestor Ltd | 377 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 273 | $11.4K | 0.00% | +273 | New |
| Fortis Group Advisors, LLC | 246 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 229 | $9.47K | 0.00% | −17−6.9% | Reduced |
| SRS Capital Advisors, Inc. | 160 | $6.62K | 0.00% | +160 | New |
| Spire Wealth Management | 155 | $6.41K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 139 | $5.54K | 0.00% | −11−7.3% | Reduced |
| GAMMA Investing LLC | 97 | $4.01K | 0.00% | +37+61.7% | Added |
| Sterling Capital Management LLC | 86 | $3.56K | 0.00% | −101−54.0% | Reduced |
| California State Teachers Retirement System | 79 | $3.27K | 0.00% | −226−74.1% | Reduced |
| First United Bank Trust | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 59 | $2.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $2.07K | 0.00% | −292−85.4% | Reduced |
| UBS Asset Management Americas Inc | 49 | $2.03K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 41 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 38 | $1.57K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 38 | $1.57K | 0.00% | +38 | New |
| Fifth Third Bancorp | 31 | $1.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $1.03K | 0.00% | +8+47.1% | Added |
| UMA Financial Services, Inc. | 24 | $993 | 0.00% | +24 | New |
| Harbour Investments, Inc. | 21 | $869 | 0.00% | +21 | New |