Skip to main content
Livermore
Livermore
ZHEN

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 2024

Institutional positions in Alico, Inc. as of Jun 30, 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
76
−3 vs. Q1 2024
Shares held
4.07M
−2.38K (−0.1%) vs. Q1 2024
Total value
$105.6M
−$13.8M (−11.6%) vs. Q1 2024
New holders
11
28 more added
Sold out
14
22 more reduced

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 76 institutions
Q1 2021: 60 institutionsQ2 2021: 66 institutionsQ3 2021: 66 institutionsQ4 2021: 69 institutionsQ1 2022: 78 institutionsQ2 2022: 101 institutionsQ3 2022: 91 institutionsQ4 2022: 83 institutionsQ1 2023: 74 institutionsQ2 2023: 72 institutionsQ3 2023: 68 institutionsQ4 2023: 77 institutionsQ1 2024: 79 institutionsQ2 2024: 76 institutionsQ3 2024: 86 institutionsQ4 2024: 77 institutionsQ1 2025: 83 institutionsQ2 2025: 97 institutionsQ3 2025: 99 institutionsQ4 2025: 106 institutionsQ1 2026: 109 institutionsQ2 2026: 110 institutions
Value heldQ2 2024: $105.6M
Q1 2021: $100.2MQ2 2021: $111.3MQ3 2021: $108.8MQ4 2021: $119.2MQ1 2022: $111.3MQ2 2022: $120.6MQ3 2022: $96.5MQ4 2022: $75.3MQ1 2023: $80.0MQ2 2023: $84.8MQ3 2023: $74.3MQ4 2023: $113.5MQ1 2024: $119.4MQ2 2024: $105.6MQ3 2024: $118.2MQ4 2024: $109.6MQ1 2025: $129.2MQ2 2025: $148.3MQ3 2025: $155.2MQ4 2025: $164.3MQ1 2026: $182.9MQ2 2026: $184.7M
Institutions holding ALCO and their total value by quarter
QuarterHoldersValue
Q2 2026110$184.7M
Q1 2026109$182.9M
Q4 2025106$164.3M
Q3 202599$155.2M
Q2 202597$148.3M
Q1 202583$129.2M
Q4 202477$109.6M
Q3 202486$118.2M
Q2 202476$105.6M
Q1 202479$119.4M
Q4 202377$113.5M
Q3 202368$74.3M
Q2 202372$84.8M
Q1 202374$80.0M
Q4 202283$75.3M
Q3 202291$96.5M
Q2 2022101$120.6M
Q1 202278$111.3M
Q4 202169$119.2M
Q3 202166$108.8M
Q2 202166$111.3M
Q1 202160$100.2M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q1 2024.

Institutions holding ALCO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC6$1560.00%+5+500.0%Added
Massmutual Trust Co FSB9$2330.00%+9New
GAMMA Investing LLC28$7250.00%+8+40.0%Added
First United Bank Trust60$1.55K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC72$2.00K0.00%+72New
Allspring Global Investments Holdings, LLC150$3.89K0.00%+150New
Innealta Capital, LLC169$4.38K0.00%+169New
CWM, LLC207$5.00K0.00%−465−69.2%Reduced
NBC Securities, Inc.206$5.00K0.00%00.0%Unchanged
Amalgamated Bank218$6.00K0.00%00.0%Unchanged
Russell Investments Group, Ltd.294$7.62K0.00%+190+182.7%Added
IFP Advisors, Inc310$8.03K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.350$9.07K0.00%+350New
Ameritas Investment Partners, Inc.470$12.2K0.00%00.0%Unchanged
Creative Financial Designs Inc500$13.0K0.00%00.0%Unchanged
California State Teachers Retirement System515$13.3K0.00%−201−28.1%Reduced
Legal & General Group Plc558$14.5K0.00%00.0%Unchanged
Washington Trust Co700$18.1K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,267$32.8K0.00%−2,315−64.6%Reduced
Citigroup Inc1,635$42.4K0.00%+201+14.0%Added
Tower Research Capital LLC (TRC)1,704$44.2K0.00%+1,578+1,252.4%Added
The PNC Financial Services Group, Inc.2,097$54.3K0.00%00.0%Unchanged
FMR LLC2,440$63.2K0.00%−62−2.5%Reduced
Nisa Investment Advisors, LLC2,670$69.3K0.00%−18−0.7%Reduced
Barclays PLC2,836$73.5K0.00%−2,147−43.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.3,254$84.3K0.00%+3,254New
MetLife Investment Management3,734$96.7K0.00%+397+11.9%Added
Corebridge Financial, Inc.3,823$99.1K0.00%+3,823New
Wells Fargo & Company4,128$106.9K0.00%+620+17.7%Added
New York State Common Retirement Fund4,460$115.6K0.00%00.0%Unchanged
UBS Group AG7,417$192.2K0.00%−6,133−45.3%Reduced
Gsa Capital Partners LLP7,756$201.0K0.01%+7,756New
Mountain Lake Investment Management LLC8,000$207.3K0.22%+8,000New
JPMorgan Chase & Co8,708$225.6K0.00%−11,007−55.8%Reduced
Royal Bank of Canada8,881$230.0K0.00%+2,122+31.4%Added
Advisors Asset Management, Inc.9,201$238.4K0.00%−920−9.1%Reduced
Transcend Wealth Collective, LLC9,267$240.1K0.02%+640+7.4%Added
Worth Venture Partners, LLC9,838$254.9K2.00%+1,500+18.0%Added
Rhumbline Advisers10,552$273.4K0.00%−121−1.1%Reduced
Moors & Cabot, Inc.10,915$282.8K0.02%−600−5.2%Reduced
Nuveen Asset Management, LLC12,138$314.5K0.00%00.0%Unchanged
LDR Capital Management LLC13,110$339.7K0.31%−7,431−36.2%Reduced
Stifel Financial Corp14,123$365.9K0.00%−277−1.9%Reduced
Empowered Funds, LLC14,993$388.5K0.01%+1,080+7.8%Added
Bank of America Corp15,999$414.5K0.00%−387−2.4%Reduced
Accordant Advisory Group Inc16,481$427.0K0.40%+3,087+23.0%Added
Ancora Advisors, LLC16,950$439.2K0.01%+13,882+452.5%Added
Wendell David Associates Inc17,866$463.0K0.05%00.0%Unchanged
Charles Schwab Investment Management Inc18,485$478.9K0.00%00.0%Unchanged
Marquette Asset Management, LLC18,880$489.2K0.08%+5,323+39.3%Added
Invesco Ltd.20,980$543.6K0.00%−5,056−19.4%Reduced
Redmont Wealth Advisors LLC22,354$579.2K0.91%−5,443−19.6%Reduced
SG Capital Management LLC23,219$601.6K0.10%+23,219New
M Holdings Securities, Inc.24,350$631.0K0.08%+24,350New
Money Concepts Capital Corp28,667$742.8K0.06%+766+2.7%Added
Rodgers Brothers Inc.30,646$794.0K0.11%−99−0.3%Reduced
Bridgeway Capital Management, LLC40,243$1.04M0.02%+1,080+2.8%Added
Allen Investment Management LLC40,391$1.05M0.01%00.0%Unchanged
Bard Associates Inc53,878$1.40M0.54%+95+0.2%Added
Morgan Stanley56,189$1.46M0.00%+7,997+16.6%Added
Naples Global Advisors, LLC57,050$1.48M0.15%+4,450+8.5%Added
Bank of New York Mellon Corp60,233$1.56M0.00%+846+1.4%Added
Northern Trust Corp68,261$1.77M0.00%−2,004−2.9%Reduced
Acuitas Investments, LLC88,513$2.29M1.23%+14,291+19.3%Added
State Street Corp107,661$2.79M0.00%−663−0.6%Reduced
Boothbay Fund Management, LLC120,277$3.12M0.10%+13,090+12.2%Added
Polar Asset Management Partners Inc.125,548$3.25M0.08%−50,412−28.6%Reduced
Oak Family Advisors, LLC131,250$3.40M1.29%−1,262−1.0%Reduced
Geode Capital Management, LLC136,169$3.53M0.00%+2,064+1.5%Added
Vanguard Group Inc173,392$4.49M0.00%+12,479+7.8%Added
Pacific Ridge Capital Partners, LLC206,504$5.35M1.29%+4,231+2.1%Added
Towerview LLC215,303$5.58M3.66%00.0%Unchanged
CM Management, LLC225,000$5.83M5.35%+10,000+4.7%Added
Dimensional Fund Advisors LP429,309$11.1M0.00%+8,306+2.0%Added
BlackRock Inc.472,272$12.2M0.00%−3,580−0.8%Reduced
Gate City Capital Management, LLC828,018$21.5M15.69%+94,641+12.9%Added
Franklin Resources Inc0$00.00%−103,315−100.0%Sold out
Monaco Asset Management SAM0$00.00%−21,532−100.0%Sold out
Citadel Advisors LLC0$00.00%−8,732−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−8,513−100.0%Sold out
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.0$00.00%−8,325−100.0%Sold out
Harbor Advisors LLC0$00.00%−7,703−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,390−100.0%Sold out
Deutsche Bank AG0$00.00%−3,991−100.0%Sold out
American International Group, Inc.0$00.00%−3,511−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,387−100.0%Sold out
S.A. Mason LLC0$00.00%−1,000−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−397−100.0%Sold out
Comerica Bank0$00.00%−101−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2−100.0%Sold out