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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $5 | 0.00% | 0 | Unchanged |
| Farther Finance Advisors, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $298 | 0.00% | −14−58.3% | Reduced |
| Smartleaf Asset Management LLC | 11 | $323 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 21 | $627 | 0.00% | +21 | New |
| First United Bank Trust | 60 | $1.79K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 77 | $2.30K | 0.00% | +49+175.0% | Added |
| Harbor Capital Advisors, Inc. | 112 | $3.00K | 0.00% | +30+36.6% | Added |
| Nova Wealth Management, Inc. | 103 | $3.07K | 0.00% | +103 | New |
| Sterling Capital Management LLC | 123 | $3.67K | 0.00% | −104−45.8% | Reduced |
| NBC Securities, Inc. | 206 | $6.00K | 0.00% | +206 | New |
| Amalgamated Bank | 218 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 271 | $8.09K | 0.00% | −5−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 368 | $11.0K | 0.00% | −23−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 418 | $12.5K | 0.00% | −669−61.5% | Reduced |
| Rise Advisors, LLC | 460 | $13.7K | 0.01% | +460 | New |
| Capital Advisors, Ltd. LLC | 470 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $14.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 515 | $15.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $15.7K | 0.00% | +550 | New |
| Legal & General Group Plc | 558 | $16.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 604 | $18.0K | 0.00% | +73+13.7% | Added |
| Nisa Investment Advisors, LLC | 1,212 | $36.2K | 0.00% | +18+1.5% | Added |
| Advisor Group Holdings, Inc. | 1,297 | $38.7K | 0.00% | −375−22.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,312 | $69.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,439 | $73.0K | 0.05% | +2,439 | New |
| The PNC Financial Services Group, Inc. | 2,591 | $77.3K | 0.00% | +464+21.8% | Added |
| New York State Common Retirement Fund | 2,760 | $82.4K | 0.00% | −1,700−38.1% | Reduced |
| FMR LLC | 3,127 | $93.3K | 0.00% | +196+6.7% | Added |
| Corebridge Financial, Inc. | 3,481 | $103.9K | 0.00% | −52−1.5% | Reduced |
| MetLife Investment Management | 3,734 | $111.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,245 | $126.7K | 0.00% | +156+3.8% | Added |
| Wells Fargo & Company | 4,957 | $147.9K | 0.00% | −220−4.2% | Reduced |
| Deutsche Bank AG | 5,272 | $157.3K | 0.00% | +5,272 | New |
| Citigroup Inc | 5,315 | $158.6K | 0.00% | −298−5.3% | Reduced |
| Royal Bank of Canada | 7,132 | $213.0K | 0.00% | −2,378−25.0% | Reduced |
| Barclays PLC | 7,190 | $214.6K | 0.00% | −3,496−32.7% | Reduced |
| Moors & Cabot, Inc. | 9,060 | $270.4K | 0.01% | +300+3.4% | Added |
| Susquehanna International Group, LLP | 9,740 | $290.6K | 0.00% | +9,740 | New |
| Worth Venture Partners, LLC | 10,038 | $299.5K | 0.57% | +100+1.0% | Added |
| Rhumbline Advisers | 10,739 | $320.4K | 0.00% | −258−2.3% | Reduced |
| Transcend Wealth Collective, LLC | 11,394 | $340.0K | 0.02% | +724+6.8% | Added |
| Redmont Wealth Advisors LLC | 12,870 | $384.0K | 0.75% | −5,744−30.9% | Reduced |
| Stifel Financial Corp | 14,509 | $432.9K | 0.00% | −70−0.5% | Reduced |
| Nuveen, LLC | 5,955 | $458.5K | 0.00% | +5,955 | New |
| State of Wisconsin Investment Board | 16,279 | $485.8K | 0.00% | +16,279 | New |
| Perritt Capital Management Inc | 16,300 | $486.4K | 0.27% | +11,300+226.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,695 | $498.2K | 0.08% | +8,335+99.7% | Added |
| Empowered Funds, LLC | 16,892 | $504.1K | 0.01% | +285+1.7% | Added |
| Bank of America Corp | 17,070 | $509.4K | 0.00% | −1,154−6.3% | Reduced |
| Wendell David Associates Inc | 17,866 | $533.0K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 18,167 | $542.1K | 0.00% | −11,503−38.8% | Reduced |
| Goldman Sachs Group Inc | 19,015 | $567.4K | 0.00% | −730−3.7% | Reduced |
| Invesco Ltd. | 19,169 | $572.0K | 0.00% | +1,458+8.2% | Added |
| Charles Schwab Investment Management Inc | 19,369 | $578.0K | 0.00% | +184+1.0% | Added |
| Abundance Wealth Counselors | 19,776 | $590.0K | 0.12% | +8,755+79.4% | Added |
| Prescott Group Capital Management, L.L.C. | 20,000 | $596.8K | 0.09% | +20,000 | New |
| Penn Mutual Asset Management, LLC | 21,000 | $626.6K | 1.20% | +21,000 | New |
| Allen Investment Management LLC | 21,106 | $629.8K | 0.01% | −19,285−47.7% | Reduced |
| Monaco Asset Management SAM | 22,005 | $656.6K | 0.33% | +22,005 | New |
| Ellsworth Advisors, LLC | 22,028 | $657.3K | 0.17% | +22,028 | New |
| Bridgeway Capital Management, LLC | 27,642 | $824.8K | 0.02% | −13,715−33.2% | Reduced |
| Russell Investments Group, Ltd. | 29,513 | $880.7K | 0.00% | +28,796+4,016.2% | Added |
| UBS Group AG | 30,484 | $909.6K | 0.00% | −4,473−12.8% | Reduced |
| Bank of New York Mellon Corp | 41,408 | $1.24M | 0.00% | −1,229−2.9% | Reduced |
| Accordant Advisory Group Inc | 43,881 | $1.31M | 1.28% | +19,057+76.8% | Added |
| Naples Global Advisors, LLC | 54,500 | $1.63M | 0.15% | +75+0.1% | Added |
| Bard Associates Inc | 58,516 | $1.75M | 0.65% | +87+0.1% | Added |
| Northern Trust Corp | 69,887 | $2.09M | 0.00% | +954+1.4% | Added |
| Rodgers Brothers Inc. | 82,149 | $2.45M | 0.33% | +51,501+168.0% | Added |
| CWA Asset Management Group, LLC | 108,325 | $3.23M | 0.15% | +108,325 | New |
| Towerview LLC | 115,000 | $3.43M | 2.47% | −100,303−46.6% | Reduced |
| Morgan Stanley | 126,392 | $3.77M | 0.00% | +40,327+46.9% | Added |
| Peapod Lane Capital LLC | 130,831 | $3.90M | 4.39% | +461+0.4% | Added |
| State Street Corp | 131,218 | $3.92M | 0.00% | +15,603+13.5% | Added |
| Geode Capital Management, LLC | 145,904 | $4.35M | 0.00% | +979+0.7% | Added |
| CM Management, LLC | 225,000 | $6.71M | 6.75% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 304,058 | $9.07M | 2.39% | −6,919−2.2% | Reduced |
| Vanguard Group Inc | 375,232 | $11.2M | 0.00% | +139,702+59.3% | Added |
| Dimensional Fund Advisors LP | 417,116 | $12.4M | 0.00% | −4,622−1.1% | Reduced |
| BlackRock, Inc. | 475,624 | $14.2M | 0.00% | −9,412−1.9% | Reduced |
| Gate City Capital Management, LLC | 878,417 | $26.2M | 15.11% | +107,573+14.0% | Added |
| 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 |