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 |
|---|---|---|---|---|---|
| Citigroup Inc | 20 | $484 | 0.00% | −29−59.2% | Reduced |
| Glassman Wealth Services | 28 | $678 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 111 | $2.69K | 0.00% | −43−27.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 190 | $4.60K | 0.00% | −2,280−92.3% | Reduced |
| Advisor Group Holdings, Inc. | 340 | $8.23K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 397 | $9.61K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $9.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 310 | $9.77K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 410 | $9.92K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $11.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 567 | $14.0K | 0.00% | −25−4.2% | Reduced |
| Legal & General Group Plc | 689 | $16.7K | 0.00% | +160+30.2% | Added |
| Washington Trust Co | 700 | $16.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| S.A. Mason LLC | 1,200 | $29.0K | 0.02% | +200+20.0% | Added |
| BNP Paribas Arbitrage, SA | 1,528 | $37.0K | 0.00% | −429−21.9% | Reduced |
| FMR LLC | 1,728 | $41.8K | 0.00% | +442+34.4% | Added |
| The PNC Financial Services Group, Inc. | 2,210 | $53.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,241 | $54.2K | 0.00% | +734+48.7% | Added |
| Victory Capital Management Inc | 2,384 | $57.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,611 | $63.2K | 0.00% | +108+4.3% | Added |
| MetLife Investment Management | 3,337 | $80.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,390 | $82.0K | 0.00% | +424+14.3% | Added |
| Barclays PLC | 3,588 | $86.8K | 0.00% | +1,904+113.1% | Added |
| Deutsche Bank AG | 4,379 | $106.0K | 0.00% | +1,788+69.0% | Added |
| New York State Common Retirement Fund | 4,455 | $107.8K | 0.00% | +6+0.1% | Added |
| Royal Bank of Canada | 4,470 | $108.0K | 0.00% | −2,869−39.1% | Reduced |
| Marquette Asset Management, LLC | 8,291 | $200.6K | 0.05% | +2,416+41.1% | Added |
| M Holdings Securities, Inc. | 8,410 | $204.0K | 0.02% | −2,050−19.6% | Reduced |
| Nuveen Asset Management, LLC | 8,749 | $212.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,000 | $242.0K | 0.00% | −1,200−10.7% | Reduced |
| JPMorgan Chase & Co | 10,428 | $252.4K | 0.00% | +3,810+57.6% | Added |
| Moors & Cabot, Inc. | 10,465 | $253.3K | 0.02% | −600−5.4% | Reduced |
| Rhumbline Advisers | 10,628 | $257.0K | 0.00% | +776+7.9% | Added |
| Quadrature Capital Ltd | 10,928 | $263.9K | 0.01% | +10,928 | New |
| UBS Group AG | 11,716 | $283.5K | 0.00% | +6,869+141.7% | Added |
| Virtus ETF Advisers LLC | 12,246 | $296.4K | 0.16% | −1,298−9.6% | Reduced |
| Stifel Financial Corp | 12,620 | $305.4K | 0.00% | +1,235+10.8% | Added |
| LDR Capital Management LLC | 12,870 | $311.5K | 0.20% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,767 | $357.4K | 0.00% | +5,651+62.0% | Added |
| Invesco Ltd. | 14,906 | $360.7K | 0.00% | −2,527−14.5% | Reduced |
| Wendell David Associates Inc | 17,866 | $432.0K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 18,111 | $438.3K | 0.00% | +1,648+10.0% | Added |
| Redmont Wealth Advisors LLC | 18,486 | $447.4K | 0.90% | +2,053+12.5% | Added |
| Ameritas Advisory Services, LLC | 20,240 | $486.8K | 0.02% | +655+3.3% | Added |
| Bank of America Corp | 22,663 | $548.4K | 0.00% | +4,754+26.5% | Added |
| Citadel Advisors LLC | 22,829 | $552.5K | 0.00% | −12,631−35.6% | Reduced |
| Morgan Stanley | 27,857 | $674.1K | 0.00% | +7,913+39.7% | Added |
| Tiedemann Advisors, LLC | 28,294 | $686.1K | 0.03% | −10,277−26.6% | Reduced |
| Rodgers Brothers Inc. | 29,500 | $713.9K | 0.14% | +4,000+15.7% | Added |
| Renaissance Technologies LLC | 32,091 | $777.0K | 0.00% | +5,900+22.5% | Added |
| Monaco Asset Management SAM | 35,176 | $851.3K | 0.38% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 35,641 | $862.5K | 0.02% | −570−1.6% | Reduced |
| North Star Investment Management Corp. | 36,295 | $878.3K | 0.07% | +12,900+55.1% | Added |
| Advisors Asset Management, Inc. | 37,265 | $901.8K | 0.02% | −17,385−31.8% | Reduced |
| Allen Investment Management LLC | 40,391 | $977.5K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45,612 | $1.10M | 0.00% | −2,594−5.4% | Reduced |
| Bank of New York Mellon Corp | 69,682 | $1.69M | 0.00% | +1,499+2.2% | Added |
| Deprince Race & Zollo Inc | 80,037 | $1.94M | 0.04% | −18,367−18.7% | Reduced |
| Naples Global Advisors, LLC | 80,825 | $1.96M | 0.24% | −5,350−6.2% | Reduced |
| Northern Trust Corp | 82,299 | $1.99M | 0.00% | +3,298+4.2% | Added |
| State Street Corp | 85,062 | $2.06M | 0.00% | +11,971+16.4% | Added |
| Boothbay Fund Management, LLC | 93,410 | $2.26M | 0.06% | −11,860−11.3% | Reduced |
| Geode Capital Management, LLC | 119,927 | $2.90M | 0.00% | +12,603+11.7% | Added |
| Oak Family Advisors, LLC | 131,988 | $3.19M | 1.57% | +58,061+78.5% | Added |
| Franklin Resources Inc | 144,843 | $3.51M | 0.00% | +99,393+218.7% | Added |
| Towerview LLC | 151,785 | $3.67M | 2.38% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 196,060 | $4.74M | 1.17% | −809−0.4% | Reduced |
| CM Management, LLC | 215,000 | $5.20M | 6.18% | +25,000+13.2% | Added |
| Vanguard Group Inc | 295,511 | $7.15M | 0.00% | +35,922+13.8% | Added |
| BlackRock Inc. | 434,622 | $10.5M | 0.00% | +20,300+4.9% | Added |
| Dimensional Fund Advisors LP | 454,170 | $11.0M | 0.00% | +17,200+3.9% | Added |
| 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 |