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, Q1 2023
Institutional positions in Alico, Inc. as of Mar 31, 2023. 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
- 74
- −9 vs. Q4 2022
- Shares held
- 3.30M
- +150.7K (+4.8%) vs. Q4 2022
- Total value
- $80.0M
- +$4.66M (+6.2%) vs. Q4 2022
- New holders
- 1
- 34 more added
- Sold out
- 10
- 21 more reduced
Compare with Q4 2022: 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 | $155.2M |
| Q2 2025 | 97 | $148.3M |
| Q1 2025 | 83 | $129.2M |
| Q4 2024 | 77 | $109.6M |
| Q3 2024 | 86 | $118.2M |
| Q2 2024 | 76 | $105.6M |
| Q1 2024 | 79 | $119.4M |
| Q4 2023 | 77 | $113.5M |
| Q3 2023 | 68 | $74.3M |
| Q2 2023 | 72 | $84.8M |
| Q1 2023 | 74 | $80.0M |
| Q4 2022 | 83 | $75.3M |
| Q3 2022 | 91 | $96.5M |
| Q2 2022 | 101 | $120.6M |
| Q1 2022 | 78 | $111.3M |
| Q4 2021 | 69 | $119.2M |
| Q3 2021 | 66 | $108.8M |
| Q2 2021 | 66 | $111.3M |
| Q1 2021 | 60 | $100.2M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 454,170 | $11.0M | 0.00% | +17,200+3.9% | Added |
| BlackRock Inc. | 434,622 | $10.5M | 0.00% | +20,300+4.9% | Added |
| Vanguard Group Inc | 295,511 | $7.15M | 0.00% | +35,922+13.8% | Added |
| CM Management, LLC | 215,000 | $5.20M | 6.18% | +25,000+13.2% | Added |
| Pacific Ridge Capital Partners, LLC | 196,060 | $4.74M | 1.17% | −809−0.4% | Reduced |
| Towerview LLC | 151,785 | $3.67M | 2.38% | 00.0% | Unchanged |
| Franklin Resources Inc | 144,843 | $3.51M | 0.00% | +99,393+218.7% | Added |
| Oak Family Advisors, LLC | 131,988 | $3.19M | 1.57% | +58,061+78.5% | Added |
| Geode Capital Management, LLC | 119,927 | $2.90M | 0.00% | +12,603+11.7% | Added |
| Boothbay Fund Management, LLC | 93,410 | $2.26M | 0.06% | −11,860−11.3% | Reduced |
| State Street Corp | 85,062 | $2.06M | 0.00% | +11,971+16.4% | Added |
| Northern Trust Corp | 82,299 | $1.99M | 0.00% | +3,298+4.2% | Added |
| Naples Global Advisors, LLC | 80,825 | $1.96M | 0.24% | −5,350−6.2% | Reduced |
| Deprince Race & Zollo Inc | 80,037 | $1.94M | 0.04% | −18,367−18.7% | Reduced |
| Bank of New York Mellon Corp | 69,682 | $1.69M | 0.00% | +1,499+2.2% | Added |
| Russell Investments Group, Ltd. | 45,612 | $1.10M | 0.00% | −2,594−5.4% | Reduced |
| Allen Investment Management LLC | 40,391 | $977.5K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 37,265 | $901.8K | 0.02% | −17,385−31.8% | Reduced |
| North Star Investment Management Corp. | 36,295 | $878.3K | 0.07% | +12,900+55.1% | Added |
| Bridgeway Capital Management, LLC | 35,641 | $862.5K | 0.02% | −570−1.6% | Reduced |
| Monaco Asset Management SAM | 35,176 | $851.3K | 0.38% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,091 | $777.0K | 0.00% | +5,900+22.5% | Added |
| Rodgers Brothers Inc. | 29,500 | $713.9K | 0.14% | +4,000+15.7% | Added |
| Tiedemann Advisors, LLC | 28,294 | $686.1K | 0.03% | −10,277−26.6% | Reduced |
| Morgan Stanley | 27,857 | $674.1K | 0.00% | +7,913+39.7% | Added |
| Citadel Advisors LLC | 22,829 | $552.5K | 0.00% | −12,631−35.6% | Reduced |
| Bank of America Corp | 22,663 | $548.4K | 0.00% | +4,754+26.5% | Added |
| Ameritas Advisory Services, LLC | 20,240 | $486.8K | 0.02% | +655+3.3% | Added |
| Redmont Wealth Advisors LLC | 18,486 | $447.4K | 0.90% | +2,053+12.5% | Added |
| Charles Schwab Investment Management Inc | 18,111 | $438.3K | 0.00% | +1,648+10.0% | Added |
| Wendell David Associates Inc | 17,866 | $432.0K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 14,906 | $360.7K | 0.00% | −2,527−14.5% | Reduced |
| AQR Capital Management LLC | 14,767 | $357.4K | 0.00% | +5,651+62.0% | Added |
| LDR Capital Management LLC | 12,870 | $311.5K | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,620 | $305.4K | 0.00% | +1,235+10.8% | Added |
| Virtus ETF Advisers LLC | 12,246 | $296.4K | 0.16% | −1,298−9.6% | Reduced |
| UBS Group AG | 11,716 | $283.5K | 0.00% | +6,869+141.7% | Added |
| Quadrature Capital Ltd | 10,928 | $263.9K | 0.01% | +10,928 | New |
| Rhumbline Advisers | 10,628 | $257.0K | 0.00% | +776+7.9% | Added |
| Moors & Cabot, Inc. | 10,465 | $253.3K | 0.02% | −600−5.4% | Reduced |
| JPMorgan Chase & Co | 10,428 | $252.4K | 0.00% | +3,810+57.6% | Added |
| Horizon Kinetics Asset Management LLC | 10,000 | $242.0K | 0.00% | −1,200−10.7% | Reduced |
| Nuveen Asset Management, LLC | 8,749 | $212.0K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 8,410 | $204.0K | 0.02% | −2,050−19.6% | Reduced |
| Marquette Asset Management, LLC | 8,291 | $200.6K | 0.05% | +2,416+41.1% | Added |
| Royal Bank of Canada | 4,470 | $108.0K | 0.00% | −2,869−39.1% | Reduced |
| New York State Common Retirement Fund | 4,455 | $107.8K | 0.00% | +6+0.1% | Added |
| Deutsche Bank AG | 4,379 | $106.0K | 0.00% | +1,788+69.0% | Added |
| Barclays PLC | 3,588 | $86.8K | 0.00% | +1,904+113.1% | Added |
| American International Group, Inc. | 3,390 | $82.0K | 0.00% | +424+14.3% | Added |
| MetLife Investment Management | 3,337 | $80.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,611 | $63.2K | 0.00% | +108+4.3% | Added |
| Victory Capital Management Inc | 2,384 | $57.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,241 | $54.2K | 0.00% | +734+48.7% | Added |
| The PNC Financial Services Group, Inc. | 2,210 | $53.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,728 | $41.8K | 0.00% | +442+34.4% | Added |
| BNP Paribas Arbitrage, SA | 1,528 | $37.0K | 0.00% | −429−21.9% | Reduced |
| S.A. Mason LLC | 1,200 | $29.0K | 0.02% | +200+20.0% | Added |
| Amalgamated Bank | 693 | $17.0K | 0.00% | −102−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 681 | $17.0K | 0.00% | +168+32.7% | Added |
| Washington Trust Co | 700 | $16.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 689 | $16.7K | 0.00% | +160+30.2% | Added |
| Great West Life Assurance Co | 567 | $14.0K | 0.00% | −25−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 470 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 410 | $9.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 310 | $9.77K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $9.68K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 397 | $9.61K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 340 | $8.23K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 190 | $4.60K | 0.00% | −2,280−92.3% | Reduced |
| Ellevest, Inc. | 111 | $2.69K | 0.00% | −43−27.9% | Reduced |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $678 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 20 | $484 | 0.00% | −29−59.2% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −31,668−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −23,293−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −22,146−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −10,708−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |