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