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