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 2025
Institutional positions in Alico, Inc. as of Mar 31, 2025. 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
- 83
- +7 vs. Q4 2024
- Shares held
- 4.32M
- +108.5K (+2.6%) vs. Q4 2024
- Total value
- $129.2M
- +$20.0M (+18.3%) vs. Q4 2024
- New holders
- 15
- 28 more added
- Sold out
- 8
- 26 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gate City Capital Management, LLC | 878,417 | $26.2M | 15.11% | +107,573+14.0% | Added |
| BlackRock, Inc. | 475,624 | $14.2M | 0.00% | −9,412−1.9% | Reduced |
| Dimensional Fund Advisors LP | 417,116 | $12.4M | 0.00% | −4,622−1.1% | Reduced |
| Vanguard Group Inc | 375,232 | $11.2M | 0.00% | +139,702+59.3% | Added |
| Pacific Ridge Capital Partners, LLC | 304,058 | $9.07M | 2.39% | −6,919−2.2% | Reduced |
| CM Management, LLC | 225,000 | $6.71M | 6.75% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 145,904 | $4.35M | 0.00% | +979+0.7% | Added |
| State Street Corp | 131,218 | $3.92M | 0.00% | +15,603+13.5% | Added |
| Peapod Lane Capital LLC | 130,831 | $3.90M | 4.39% | +461+0.4% | Added |
| Morgan Stanley | 126,392 | $3.77M | 0.00% | +40,327+46.9% | Added |
| Towerview LLC | 115,000 | $3.43M | 2.47% | −100,303−46.6% | Reduced |
| CWA Asset Management Group, LLC | 108,325 | $3.23M | 0.15% | +108,325 | New |
| Rodgers Brothers Inc. | 82,149 | $2.45M | 0.33% | +51,501+168.0% | Added |
| Northern Trust Corp | 69,887 | $2.09M | 0.00% | +954+1.4% | Added |
| Bard Associates Inc | 58,516 | $1.75M | 0.65% | +87+0.1% | Added |
| Naples Global Advisors, LLC | 54,500 | $1.63M | 0.15% | +75+0.1% | Added |
| Accordant Advisory Group Inc | 43,881 | $1.31M | 1.28% | +19,057+76.8% | Added |
| Bank of New York Mellon Corp | 41,408 | $1.24M | 0.00% | −1,229−2.9% | Reduced |
| UBS Group AG | 30,484 | $909.6K | 0.00% | −4,473−12.8% | Reduced |
| Russell Investments Group, Ltd. | 29,513 | $880.7K | 0.00% | +28,796+4,016.2% | Added |
| Bridgeway Capital Management, LLC | 27,642 | $824.8K | 0.02% | −13,715−33.2% | Reduced |
| Ellsworth Advisors, LLC | 22,028 | $657.3K | 0.17% | +22,028 | New |
| Monaco Asset Management SAM | 22,005 | $656.6K | 0.33% | +22,005 | New |
| Allen Investment Management LLC | 21,106 | $629.8K | 0.01% | −19,285−47.7% | Reduced |
| Penn Mutual Asset Management, LLC | 21,000 | $626.6K | 1.20% | +21,000 | New |
| Prescott Group Capital Management, L.L.C. | 20,000 | $596.8K | 0.09% | +20,000 | New |
| Abundance Wealth Counselors | 19,776 | $590.0K | 0.12% | +8,755+79.4% | Added |
| Charles Schwab Investment Management Inc | 19,369 | $578.0K | 0.00% | +184+1.0% | Added |
| Invesco Ltd. | 19,169 | $572.0K | 0.00% | +1,458+8.2% | Added |
| Goldman Sachs Group Inc | 19,015 | $567.4K | 0.00% | −730−3.7% | Reduced |
| JPMorgan Chase & Co | 18,167 | $542.1K | 0.00% | −11,503−38.8% | Reduced |
| Wendell David Associates Inc | 17,866 | $533.0K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 17,070 | $509.4K | 0.00% | −1,154−6.3% | Reduced |
| Empowered Funds, LLC | 16,892 | $504.1K | 0.01% | +285+1.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,695 | $498.2K | 0.08% | +8,335+99.7% | Added |
| Perritt Capital Management Inc | 16,300 | $486.4K | 0.27% | +11,300+226.0% | Added |
| State of Wisconsin Investment Board | 16,279 | $485.8K | 0.00% | +16,279 | New |
| Nuveen, LLC | 5,955 | $458.5K | 0.00% | +5,955 | New |
| Stifel Financial Corp | 14,509 | $432.9K | 0.00% | −70−0.5% | Reduced |
| Redmont Wealth Advisors LLC | 12,870 | $384.0K | 0.75% | −5,744−30.9% | Reduced |
| Transcend Wealth Collective, LLC | 11,394 | $340.0K | 0.02% | +724+6.8% | Added |
| Rhumbline Advisers | 10,739 | $320.4K | 0.00% | −258−2.3% | Reduced |
| Worth Venture Partners, LLC | 10,038 | $299.5K | 0.57% | +100+1.0% | Added |
| Susquehanna International Group, LLP | 9,740 | $290.6K | 0.00% | +9,740 | New |
| Moors & Cabot, Inc. | 9,060 | $270.4K | 0.01% | +300+3.4% | Added |
| Barclays PLC | 7,190 | $214.6K | 0.00% | −3,496−32.7% | Reduced |
| Royal Bank of Canada | 7,132 | $213.0K | 0.00% | −2,378−25.0% | Reduced |
| Citigroup Inc | 5,315 | $158.6K | 0.00% | −298−5.3% | Reduced |
| Deutsche Bank AG | 5,272 | $157.3K | 0.00% | +5,272 | New |
| Wells Fargo & Company | 4,957 | $147.9K | 0.00% | −220−4.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,245 | $126.7K | 0.00% | +156+3.8% | Added |
| MetLife Investment Management | 3,734 | $111.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,481 | $103.9K | 0.00% | −52−1.5% | Reduced |
| FMR LLC | 3,127 | $93.3K | 0.00% | +196+6.7% | Added |
| New York State Common Retirement Fund | 2,760 | $82.4K | 0.00% | −1,700−38.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,591 | $77.3K | 0.00% | +464+21.8% | Added |
| Covestor Ltd | 2,439 | $73.0K | 0.05% | +2,439 | New |
| Police & Firemen's Retirement System of New Jersey | 2,312 | $69.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,297 | $38.7K | 0.00% | −375−22.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,212 | $36.2K | 0.00% | +18+1.5% | Added |
| CWM, LLC | 604 | $18.0K | 0.00% | +73+13.7% | Added |
| Legal & General Group Plc | 558 | $16.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $15.7K | 0.00% | +550 | New |
| California State Teachers Retirement System | 515 | $15.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 460 | $13.7K | 0.01% | +460 | New |
| BNP Paribas Arbitrage, SA | 418 | $12.5K | 0.00% | −669−61.5% | Reduced |
| Tower Research Capital LLC (TRC) | 368 | $11.0K | 0.00% | −23−5.9% | Reduced |
| Massmutual Trust Co FSB | 271 | $8.09K | 0.00% | −5−1.8% | Reduced |
| Amalgamated Bank | 218 | $7.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 206 | $6.00K | 0.00% | +206 | New |
| Sterling Capital Management LLC | 123 | $3.67K | 0.00% | −104−45.8% | Reduced |
| Nova Wealth Management, Inc. | 103 | $3.07K | 0.00% | +103 | New |
| Harbor Capital Advisors, Inc. | 112 | $3.00K | 0.00% | +30+36.6% | Added |
| GAMMA Investing LLC | 77 | $2.30K | 0.00% | +49+175.0% | Added |
| First United Bank Trust | 60 | $1.79K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 21 | $627 | 0.00% | +21 | New |
| Smartleaf Asset Management LLC | 11 | $323 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $298 | 0.00% | −14−58.3% | Reduced |
| Farther Finance Advisors, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $5 | 0.00% | 0 | Unchanged |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −217,091−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −72,243−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −29,107−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,044−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −18,880−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |