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, Q4 2024
Institutional positions in Alico, Inc. as of Dec 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
- 77
- −9 vs. Q3 2024
- Shares held
- 4.22M
- +631 (0.0%) vs. Q3 2024
- Total value
- $109.6M
- −$8.60M (−7.3%) vs. Q3 2024
- New holders
- 6
- 29 more added
- Sold out
- 15
- 18 more reduced
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gate City Capital Management, LLC | 770,844 | $20.0M | 12.06% | 00.0% | Unchanged |
| BlackRock, Inc. | 485,036 | $12.6M | 0.00% | −4,991−1.0% | Reduced |
| Dimensional Fund Advisors LP | 421,738 | $10.9M | 0.00% | −9,472−2.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 310,977 | $8.06M | 1.85% | +87,521+39.2% | Added |
| Vanguard Group Inc | 235,530 | $6.11M | 0.00% | +55,757+31.0% | Added |
| CM Management, LLC | 225,000 | $5.83M | 5.21% | 00.0% | Unchanged |
| JCP Investment Management, LLC | 217,091 | $5.63M | 3.32% | +30,000+16.0% | Added |
| Towerview LLC | 215,303 | $5.58M | 4.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 144,925 | $3.76M | 0.00% | −610−0.4% | Reduced |
| Peapod Lane Capital LLC | 130,370 | $3.38M | 3.35% | +130,370 | New |
| State Street Corp | 115,615 | $3.00M | 0.00% | +5,641+5.1% | Added |
| Morgan Stanley | 86,065 | $2.23M | 0.00% | +7,684+9.8% | Added |
| Oak Family Advisors, LLC | 72,243 | $1.87M | 0.73% | −36,743−33.7% | Reduced |
| Northern Trust Corp | 68,933 | $1.79M | 0.00% | −159−0.2% | Reduced |
| Bard Associates Inc | 58,429 | $1.52M | 0.52% | +3,745+6.8% | Added |
| Naples Global Advisors, LLC | 54,425 | $1.41M | 0.13% | −3,725−6.4% | Reduced |
| Bank of New York Mellon Corp | 42,637 | $1.11M | 0.00% | −12,606−22.8% | Reduced |
| Bridgeway Capital Management, LLC | 41,357 | $1.07M | 0.02% | +310+0.8% | Added |
| Allen Investment Management LLC | 40,391 | $1.05M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 34,957 | $906.4K | 0.00% | +25,391+265.4% | Added |
| Rodgers Brothers Inc. | 30,648 | $794.7K | 0.10% | +10.0% | Added |
| JPMorgan Chase & Co | 29,670 | $769.4K | 0.00% | +16,530+125.8% | Added |
| Money Concepts Capital Corp | 29,107 | $754.7K | 0.06% | −60−0.2% | Reduced |
| Squarepoint Ops LLC | 26,044 | $675.3K | 0.00% | +26,044 | New |
| Accordant Advisory Group Inc | 24,824 | $643.7K | 0.62% | +167+0.7% | Added |
| Goldman Sachs Group Inc | 19,745 | $512.0K | 0.00% | −2,103−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 19,185 | $497.5K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18,880 | $489.6K | 0.08% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 18,614 | $482.7K | 0.83% | −963−4.9% | Reduced |
| Bank of America Corp | 18,224 | $472.5K | 0.00% | +2,067+12.8% | Added |
| Wendell David Associates Inc | 17,866 | $463.0K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 17,711 | $459.2K | 0.00% | +188+1.1% | Added |
| Empowered Funds, LLC | 16,607 | $430.6K | 0.01% | +810+5.1% | Added |
| Stifel Financial Corp | 14,579 | $378.0K | 0.00% | +1,105+8.2% | Added |
| Nuveen Asset Management, LLC | 12,138 | $314.7K | 0.00% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 11,021 | $286.0K | 0.06% | +11,021 | New |
| Rhumbline Advisers | 10,997 | $285.1K | 0.00% | −604−5.2% | Reduced |
| Barclays PLC | 10,686 | $277.1K | 0.00% | +1,350+14.5% | Added |
| Transcend Wealth Collective, LLC | 10,670 | $276.7K | 0.02% | +684+6.8% | Added |
| Riverwater Partners LLC | 10,542 | $273.4K | 0.13% | +10,542 | New |
| Worth Venture Partners, LLC | 9,938 | $257.7K | 2.54% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,510 | $247.0K | 0.00% | +360+3.9% | Added |
| Moors & Cabot, Inc. | 8,760 | $227.1K | 0.01% | −1,750−16.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,360 | $216.8K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 5,613 | $145.5K | 0.00% | +399+7.7% | Added |
| Wells Fargo & Company | 5,177 | $134.2K | 0.00% | +908+21.3% | Added |
| Perritt Capital Management Inc | 5,000 | $129.7K | 0.07% | +2,000+66.7% | Added |
| New York State Common Retirement Fund | 4,460 | $115.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,089 | $106.0K | 0.00% | +152+3.9% | Added |
| MetLife Investment Management | 3,734 | $96.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,533 | $91.6K | 0.00% | −266−7.0% | Reduced |
| FMR LLC | 2,931 | $76.0K | 0.00% | +349+13.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,312 | $60.0K | 0.00% | +2,312 | New |
| The PNC Financial Services Group, Inc. | 2,127 | $55.2K | 0.00% | −202−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,672 | $43.3K | 0.00% | +881+111.4% | Added |
| Nisa Investment Advisors, LLC | 1,194 | $31.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,087 | $28.2K | 0.00% | −390−26.4% | Reduced |
| Russell Investments Group, Ltd. | 717 | $18.6K | 0.00% | +198+38.2% | Added |
| Washington Trust Co | 700 | $18.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 558 | $14.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 531 | $14.0K | 0.00% | +207+63.9% | Added |
| California State Teachers Retirement System | 515 | $13.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $12.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $12.0K | 0.00% | +398+552.8% | Added |
| Tower Research Capital LLC (TRC) | 391 | $10.1K | 0.00% | −84−17.7% | Reduced |
| Massmutual Trust Co FSB | 276 | $7.16K | 0.00% | +234+557.1% | Added |
| Amalgamated Bank | 218 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 227 | $5.89K | 0.00% | +204+887.0% | Added |
| Harbor Capital Advisors, Inc. | 82 | $2.00K | 0.00% | −2−2.4% | Reduced |
| First United Bank Trust | 60 | $1.56K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $1.32K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 28 | $726 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $622 | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 11 | $280 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $5 | 0.00% | −311−100.0% | Reduced |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −128,077−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −94,745−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −51,574−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −22,430−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Mountain Lake Investment Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −7,444−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |