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 2024
Institutional positions in Alico, Inc. as of Mar 31, 2024. 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
- 79
- +2 vs. Q4 2023
- Shares held
- 4.08M
- +172.0K (+4.4%) vs. Q4 2023
- Total value
- $119.4M
- +$5.82M (+5.1%) vs. Q4 2023
- New holders
- 7
- 21 more added
- Sold out
- 5
- 26 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gate City Capital Management, LLC | 733,377 | $21.5M | 16.05% | +25,575+3.6% | Added |
| BlackRock Inc. | 475,852 | $13.9M | 0.00% | −25,020−5.0% | Reduced |
| Dimensional Fund Advisors LP | 421,003 | $12.3M | 0.00% | +19,574+4.9% | Added |
| Towerview LLC | 215,303 | $6.30M | 4.18% | 00.0% | Unchanged |
| CM Management, LLC | 215,000 | $6.30M | 5.29% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 202,273 | $5.92M | 1.30% | −5,934−2.9% | Reduced |
| Polar Asset Management Partners Inc. | 175,960 | $5.15M | 0.14% | +75,063+74.4% | Added |
| Vanguard Group Inc | 160,913 | $4.71M | 0.00% | +58,428+57.0% | Added |
| Geode Capital Management, LLC | 134,105 | $3.93M | 0.00% | +7,305+5.8% | Added |
| Oak Family Advisors, LLC | 132,512 | $3.88M | 1.49% | −8,914−6.3% | Reduced |
| State Street Corp | 108,324 | $3.18M | 0.00% | +11,629+12.0% | Added |
| Boothbay Fund Management, LLC | 107,187 | $3.14M | 0.09% | −1,223−1.1% | Reduced |
| Franklin Resources Inc | 103,315 | $3.03M | 0.00% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 74,222 | $2.17M | 1.10% | +8,155+12.3% | Added |
| Northern Trust Corp | 70,265 | $2.06M | 0.00% | −14,269−16.9% | Reduced |
| Bank of New York Mellon Corp | 59,387 | $1.74M | 0.00% | −1,274−2.1% | Reduced |
| Bard Associates Inc | 53,783 | $1.58M | 0.57% | +53,783 | New |
| Naples Global Advisors, LLC | 52,600 | $1.54M | 0.16% | −2,265−4.1% | Reduced |
| Morgan Stanley | 48,192 | $1.41M | 0.00% | −5,376−10.0% | Reduced |
| Allen Investment Management LLC | 40,391 | $1.18M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 39,163 | $1.15M | 0.02% | +1,050+2.8% | Added |
| Rodgers Brothers Inc. | 30,745 | $900.2K | 0.12% | +351+1.2% | Added |
| Money Concepts Capital Corp | 27,901 | $817.0K | 0.08% | +7,255+35.1% | Added |
| Redmont Wealth Advisors LLC | 27,797 | $813.9K | 1.13% | −120.0% | Reduced |
| Invesco Ltd. | 26,036 | $762.3K | 0.00% | +4,553+21.2% | Added |
| Monaco Asset Management SAM | 21,532 | $630.5K | 0.28% | −13,513−38.6% | Reduced |
| LDR Capital Management LLC | 20,541 | $601.4K | 0.40% | +2,965+16.9% | Added |
| JPMorgan Chase & Co | 19,715 | $577.3K | 0.00% | +5,290+36.7% | Added |
| Charles Schwab Investment Management Inc | 18,485 | $541.2K | 0.00% | 00.0% | Unchanged |
| Wendell David Associates Inc | 17,866 | $523.0K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 16,386 | $479.8K | 0.00% | −3,094−15.9% | Reduced |
| Stifel Financial Corp | 14,400 | $421.6K | 0.00% | −60.0% | Reduced |
| Empowered Funds, LLC | 13,913 | $407.4K | 0.01% | +1,050+8.2% | Added |
| Marquette Asset Management, LLC | 13,557 | $396.9K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 13,550 | $396.7K | 0.00% | −737−5.2% | Reduced |
| Accordant Advisory Group Inc | 13,394 | $392.2K | 0.29% | +13,394 | New |
| Nuveen Asset Management, LLC | 12,138 | $355.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,515 | $337.2K | 0.02% | −50−0.4% | Reduced |
| Rhumbline Advisers | 10,673 | $312.5K | 0.00% | +165+1.6% | Added |
| Advisors Asset Management, Inc. | 10,121 | $296.3K | 0.01% | −11,039−52.2% | Reduced |
| Citadel Advisors LLC | 8,732 | $255.7K | 0.00% | −6,657−43.3% | Reduced |
| Transcend Wealth Collective, LLC | 8,627 | $252.6K | 0.02% | +639+8.0% | Added |
| Goldman Sachs Group Inc | 8,513 | $249.3K | 0.00% | −3,971−31.8% | Reduced |
| Worth Venture Partners, LLC | 8,338 | $244.1K | 1.70% | +8,338 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,325 | $243.8K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 7,703 | $225.5K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,390 | $217.5K | 0.00% | +7,390 | New |
| Royal Bank of Canada | 6,759 | $199.0K | 0.00% | +4,365+182.3% | Added |
| Barclays PLC | 4,983 | $145.9K | 0.00% | −4,793−49.0% | Reduced |
| New York State Common Retirement Fund | 4,460 | $130.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,991 | $116.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,582 | $104.9K | 0.00% | +1,593+80.1% | Added |
| American International Group, Inc. | 3,511 | $102.8K | 0.00% | −30−0.8% | Reduced |
| Wells Fargo & Company | 3,508 | $102.7K | 0.00% | +325+10.2% | Added |
| EntryPoint Capital, LLC | 3,387 | $99.2K | 0.09% | +3,387 | New |
| MetLife Investment Management | 3,337 | $97.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,068 | $89.8K | 0.00% | −7,115−69.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,688 | $78.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,502 | $73.3K | 0.00% | −189−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,097 | $61.4K | 0.00% | −228−9.8% | Reduced |
| Citigroup Inc | 1,434 | $42.0K | 0.00% | +310+27.6% | Added |
| S.A. Mason LLC | 1,000 | $29.3K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 716 | $21.0K | 0.00% | −457−39.0% | Reduced |
| Washington Trust Co | 700 | $20.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 672 | $20.0K | 0.00% | +5+0.7% | Added |
| Legal & General Group Plc | 558 | $16.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $13.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 397 | $11.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 310 | $9.08K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 218 | $6.00K | 0.00% | −410−65.3% | Reduced |
| NBC Securities, Inc. | 206 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 126 | $3.69K | 0.00% | −513−80.3% | Reduced |
| Russell Investments Group, Ltd. | 104 | $3.04K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 101 | $2.96K | 0.00% | +101 | New |
| First United Bank Trust | 60 | $1.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 20 | $586 | 0.00% | −1−4.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $58 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −20,721−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −7,861−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −28−100.0% | Sold out |