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 2025
Institutional positions in Alico, Inc. as of Jun 30, 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
- 97
- +15 vs. Q1 2025
- Shares held
- 4.54M
- +216.4K (+5.0%) vs. Q1 2025
- Total value
- $148.3M
- +$19.1M (+14.8%) vs. Q1 2025
- New holders
- 20
- 26 more added
- Sold out
- 5
- 31 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1 | $33 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 10 | $327 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $458 | 0.00% | +13+1,300.0% | Added |
| Cornerstone Planning Group LLC | 26 | $837 | 0.00% | +26 | New |
| Comerica Bank | 31 | $1.01K | 0.00% | +31 | New |
| IFP Advisors, Inc | 0 | $1.18K | 0.00% | 0 | Unchanged |
| First United Bank Trust | 60 | $1.96K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 80 | $2.61K | 0.00% | +3+3.9% | Added |
| Harbor Capital Advisors, Inc. | 88 | $3.00K | 0.00% | −24−21.4% | Reduced |
| Sterling Capital Management LLC | 144 | $4.71K | 0.00% | +21+17.1% | Added |
| MAI Capital Management | 175 | $5.72K | 0.00% | +175 | New |
| NBC Securities, Inc. | 206 | $6.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 218 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 246 | $8.04K | 0.00% | +246 | New |
| Massmutual Trust Co FSB | 265 | $8.66K | 0.00% | −6−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 336 | $11.0K | 0.00% | +336 | New |
| Glenmede Investment Management, LP | 357 | $11.7K | 0.00% | +357 | New |
| Capital Advisors, Ltd. LLC | 470 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 460 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $15.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 496 | $16.2K | 0.00% | −62−11.1% | Reduced |
| Creative Financial Designs Inc | 500 | $16.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 515 | $16.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 552 | $18.0K | 0.00% | +134+32.1% | Added |
| CWM, LLC | 619 | $20.0K | 0.00% | +15+2.5% | Added |
| Raymond James Financial Inc | 853 | $27.9K | 0.00% | +853 | New |
| Nisa Investment Advisors, LLC | 1,212 | $39.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,236 | $40.0K | 0.02% | −1,203−49.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $46.1K | 0.00% | −901−39.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,611 | $52.7K | 0.00% | +314+24.2% | Added |
| Citigroup Inc | 2,253 | $73.6K | 0.00% | −3,062−57.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,712 | $88.6K | 0.00% | +121+4.7% | Added |
| New York State Common Retirement Fund | 2,760 | $90.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,985 | $97.5K | 0.00% | −2,287−43.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,039 | $99.3K | 0.00% | −1,206−28.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,285 | $107.4K | 0.00% | +2,917+792.7% | Added |
| Wells Fargo & Company | 4,121 | $134.7K | 0.00% | −836−16.9% | Reduced |
| FMR LLC | 5,328 | $174.1K | 0.00% | +2,201+70.4% | Added |
| Russell Investments Group, Ltd. | 6,324 | $206.7K | 0.00% | −23,189−78.6% | Reduced |
| XTX Topco Ltd | 8,213 | $268.4K | 0.01% | +8,213 | New |
| Moors & Cabot, Inc. | 8,560 | $279.7K | 0.01% | −500−5.5% | Reduced |
| Susquehanna International Group, LLP | 9,334 | $305.0K | 0.00% | −406−4.2% | Reduced |
| Nuveen, LLC | 9,412 | $307.6K | 0.00% | +3,457+58.1% | Added |
| D. E. Shaw & Co., Inc. | 9,567 | $312.6K | 0.00% | +9,567 | New |
| Barclays PLC | 9,603 | $313.8K | 0.00% | +2,413+33.6% | Added |
| Worth Venture Partners, LLC | 10,038 | $328.0K | 0.50% | 00.0% | Unchanged |
| American Century Companies Inc | 10,169 | $332.3K | 0.00% | +10,169 | New |
| Mountain Lake Investment Management LLC | 10,236 | $334.5K | 0.28% | +10,236 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,850 | $354.6K | 0.06% | −5,845−35.0% | Reduced |
| Transcend Wealth Collective, LLC | 12,033 | $393.2K | 0.03% | +639+5.6% | Added |
| Jane Street Group, LLC | 13,447 | $439.4K | 0.00% | +13,447 | New |
| Bank of America Corp | 13,968 | $456.5K | 0.00% | −3,102−18.2% | Reduced |
| HRT Financial LP | 14,216 | $464.0K | 0.00% | +14,216 | New |
| Stifel Financial Corp | 14,424 | $471.4K | 0.00% | −85−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 15,580 | $509.2K | 0.00% | −3,789−19.6% | Reduced |
| Rhumbline Advisers | 15,598 | $509.7K | 0.00% | +4,859+45.2% | Added |
| Citadel Advisors LLC | 15,934 | $520.7K | 0.00% | +15,934 | New |
| Perritt Capital Management Inc | 16,150 | $527.8K | 0.27% | −150−0.9% | Reduced |
| Empowered Funds, LLC | 16,610 | $542.8K | 0.01% | −282−1.7% | Reduced |
| JPMorgan Chase & Co | 16,633 | $543.6K | 0.00% | −1,534−8.4% | Reduced |
| Invesco Ltd. | 16,955 | $554.1K | 0.00% | −2,214−11.5% | Reduced |
| Two Sigma Advisers, LP | 17,200 | $562.1K | 0.00% | +17,200 | New |
| Wendell David Associates Inc | 17,866 | $584.0K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 18,097 | $591.4K | 0.00% | +1,818+11.2% | Added |
| Redmont Wealth Advisors LLC | 18,929 | $618.6K | 0.91% | +6,059+47.1% | Added |
| Abundance Wealth Counselors | 19,600 | $641.0K | 0.12% | −176−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,000 | $653.6K | 0.08% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 21,000 | $686.3K | 1.21% | 00.0% | Unchanged |
| Allen Investment Management LLC | 21,106 | $689.7K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 21,303 | $696.2K | 0.00% | +2,288+12.0% | Added |
| Monaco Asset Management SAM | 22,005 | $719.1K | 0.27% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 22,201 | $725.5K | 0.18% | +173+0.8% | Added |
| UBS Group AG | 26,716 | $873.1K | 0.00% | −3,768−12.4% | Reduced |
| Bridgeway Capital Management, LLC | 27,360 | $894.1K | 0.02% | −282−1.0% | Reduced |
| Two Sigma Investments, LP | 27,699 | $905.2K | 0.00% | +27,699 | New |
| Royal Bank of Canada | 37,691 | $1.23M | 0.00% | +30,559+428.5% | Added |
| Bank of New York Mellon Corp | 42,548 | $1.39M | 0.00% | +1,140+2.8% | Added |
| Oak Family Advisors, LLC | 46,848 | $1.53M | 0.55% | +46,848 | New |
| Accordant Advisory Group Inc | 50,202 | $1.64M | 1.22% | +6,321+14.4% | Added |
| Winnow Wealth LLC | 50,202 | $1.64M | 1.22% | +50,202 | New |
| Millennium Management LLC | 50,515 | $1.65M | 0.00% | +50,515 | New |
| Naples Global Advisors, LLC | 52,573 | $1.72M | 0.15% | −1,927−3.5% | Reduced |
| Bard Associates Inc | 56,587 | $1.85M | 0.60% | −1,929−3.3% | Reduced |
| Northern Trust Corp | 57,140 | $1.87M | 0.00% | −12,747−18.2% | Reduced |
| Rodgers Brothers Inc. | 113,100 | $3.70M | 0.47% | +30,951+37.7% | Added |
| Towerview LLC | 125,000 | $4.08M | 2.91% | +10,000+8.7% | Added |
| Geode Capital Management, LLC | 128,428 | $4.20M | 0.00% | −17,476−12.0% | Reduced |
| Peapod Lane Capital LLC | 131,265 | $4.29M | 4.29% | +434+0.3% | Added |
| Morgan Stanley | 132,383 | $4.33M | 0.00% | +5,991+4.7% | Added |
| State Street Corp | 136,563 | $4.47M | 0.00% | +5,345+4.1% | Added |
| CM Management, LLC | 225,000 | $7.35M | 6.70% | 00.0% | Unchanged |
| Vanguard Group Inc | 255,602 | $8.35M | 0.00% | −119,630−31.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 299,656 | $9.79M | 2.34% | −4,402−1.4% | Reduced |
| Dimensional Fund Advisors LP | 388,198 | $12.7M | 0.00% | −28,918−6.9% | Reduced |
| BlackRock, Inc. | 406,944 | $13.3M | 0.00% | −68,680−14.4% | Reduced |
| Gate City Capital Management, LLC | 1,126,553 | $36.8M | 21.94% | +248,136+28.2% | Added |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −108,325−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |