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, Q3 2025
Institutional positions in Alico, Inc. as of Sep 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
- 99
- +2 vs. Q2 2025
- Shares held
- 4.48M
- −58.7K (−1.3%) vs. Q2 2025
- Total value
- $155.2M
- +$6.95M (+4.7%) vs. Q2 2025
- New holders
- 11
- 27 more added
- Sold out
- 9
- 34 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gate City Capital Management, LLC | 1,258,179 | $43.6M | 21.89% | +131,626+11.7% | Added |
| BlackRock, Inc. | 387,496 | $13.4M | 0.00% | −19,448−4.8% | Reduced |
| Dimensional Fund Advisors LP | 353,191 | $12.2M | 0.00% | −35,007−9.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 292,923 | $10.2M | 2.23% | −6,733−2.2% | Reduced |
| Vanguard Group Inc | 259,666 | $9.00M | 0.00% | +4,064+1.6% | Added |
| CM Management, LLC | 215,000 | $7.45M | 6.21% | −10,000−4.4% | Reduced |
| Morgan Stanley | 137,258 | $4.76M | 0.00% | +4,875+3.7% | Added |
| State Street Corp | 134,233 | $4.66M | 0.00% | −2,330−1.7% | Reduced |
| Geode Capital Management, LLC | 133,897 | $4.64M | 0.00% | +5,469+4.3% | Added |
| Peapod Lane Capital LLC | 132,718 | $4.60M | 4.11% | +1,453+1.1% | Added |
| Towerview LLC | 122,000 | $4.23M | 3.08% | −3,000−2.4% | Reduced |
| Rodgers Brothers Inc. | 113,101 | $3.92M | 0.48% | +10.0% | Added |
| Accordant Advisory Group Inc | 67,723 | $2.35M | 1.60% | +17,521+34.9% | Added |
| Northern Trust Corp | 56,733 | $1.97M | 0.00% | −407−0.7% | Reduced |
| Bard Associates Inc | 56,102 | $1.95M | 0.52% | −485−0.9% | Reduced |
| Oak Family Advisors, LLC | 51,417 | $1.78M | 0.58% | +4,569+9.8% | Added |
| Naples Global Advisors, LLC | 50,958 | $1.77M | 0.14% | −1,615−3.1% | Reduced |
| Bank of New York Mellon Corp | 41,286 | $1.43M | 0.00% | −1,262−3.0% | Reduced |
| Royal Bank of Canada | 33,312 | $1.16M | 0.00% | −4,379−11.6% | Reduced |
| UBS Group AG | 27,239 | $944.1K | 0.00% | +523+2.0% | Added |
| Ellsworth Advisors, LLC | 22,299 | $768.9K | 0.16% | +98+0.4% | Added |
| Monaco Asset Management SAM | 22,005 | $762.7K | 0.28% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 21,438 | $743.0K | 0.02% | −5,922−21.6% | Reduced |
| Allen Investment Management LLC | 21,106 | $731.5K | 0.01% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 21,000 | $727.9K | 1.41% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 20,000 | $693.2K | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,999 | $693.2K | 0.00% | −7,700−27.8% | Reduced |
| Redmont Wealth Advisors LLC | 18,682 | $647.5K | 0.90% | −247−1.3% | Reduced |
| Wendell David Associates Inc | 17,866 | $619.0K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 17,849 | $618.6K | 0.00% | −248−1.4% | Reduced |
| Abundance Wealth Counselors | 17,249 | $597.9K | 0.10% | −2,351−12.0% | Reduced |
| Goldman Sachs Group Inc | 16,857 | $584.3K | 0.00% | −4,446−20.9% | Reduced |
| JPMorgan Chase & Co | 16,396 | $568.3K | 0.00% | −237−1.4% | Reduced |
| Jane Street Group, LLC | 15,900 | $551.1K | 0.00% | +2,453+18.2% | Added |
| Charles Schwab Investment Management Inc | 15,889 | $550.7K | 0.00% | +309+2.0% | Added |
| Perritt Capital Management Inc | 15,850 | $549.4K | 0.26% | −300−1.9% | Reduced |
| Invesco Ltd. | 14,795 | $512.8K | 0.00% | −2,160−12.7% | Reduced |
| Rhumbline Advisers | 14,584 | $505.5K | 0.00% | −1,014−6.5% | Reduced |
| Stifel Financial Corp | 14,359 | $497.7K | 0.00% | −65−0.5% | Reduced |
| American Century Companies Inc | 13,916 | $482.3K | 0.00% | +3,747+36.8% | Added |
| D. E. Shaw & Co., Inc. | 12,997 | $450.5K | 0.00% | +3,430+35.9% | Added |
| Russell Investments Group, Ltd. | 12,619 | $437.4K | 0.00% | +6,295+99.5% | Added |
| Transcend Wealth Collective, LLC | 12,594 | $436.5K | 0.03% | +561+4.7% | Added |
| Bank of America Corp | 12,080 | $418.7K | 0.00% | −1,888−13.5% | Reduced |
| Millennium Management LLC | 11,941 | $413.9K | 0.00% | −38,574−76.4% | Reduced |
| AQR Capital Management LLC | 11,776 | $408.2K | 0.00% | +11,776 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,850 | $376.1K | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,800 | $374.3K | 0.00% | −6,400−37.2% | Reduced |
| Empowered Funds, LLC | 10,688 | $370.4K | 0.00% | −5,922−35.7% | Reduced |
| Worth Venture Partners, LLC | 10,038 | $347.9K | 1.02% | 00.0% | Unchanged |
| Nuveen, LLC | 9,412 | $326.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,810 | $305.4K | 0.01% | +250+2.9% | Added |
| Barclays PLC | 7,517 | $260.5K | 0.00% | −2,086−21.7% | Reduced |
| FMR LLC | 7,499 | $259.9K | 0.00% | +2,171+40.7% | Added |
| Trexquant Investment LP | 6,493 | $225.0K | 0.00% | +6,493 | New |
| Alliancebernstein L.P. | 6,450 | $223.6K | 0.00% | +6,450 | New |
| Wells Fargo & Company | 4,804 | $166.5K | 0.00% | +683+16.6% | Added |
| MetLife Investment Management | 3,554 | $123.2K | 0.00% | +3,554 | New |
| Deutsche Bank AG | 2,985 | $103.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,760 | $95.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,756 | $95.5K | 0.00% | +44+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,533 | $87.8K | 0.00% | −506−16.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,506 | $52.3K | 0.00% | +294+24.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $48.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,236 | $43.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,211 | $40.8K | 0.00% | −400−24.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,030 | $35.7K | 0.00% | +478+86.6% | Added |
| Quarry LP | 703 | $24.4K | 0.01% | +703 | New |
| CWM, LLC | 694 | $24.0K | 0.00% | +75+12.1% | Added |
| CIBC Private Wealth Group, LLC | 550 | $19.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 519 | $18.0K | 0.00% | −1,734−77.0% | Reduced |
| California State Teachers Retirement System | 515 | $17.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 496 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $16.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 460 | $15.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 378 | $13.1K | 0.00% | −2,907−88.5% | Reduced |
| Sterling Capital Management LLC | 369 | $12.8K | 0.00% | +225+156.3% | Added |
| EverSource Wealth Advisors, LLC | 349 | $12.1K | 0.00% | +13+3.9% | Added |
| SRS Capital Advisors, Inc. | 256 | $8.87K | 0.00% | +256 | New |
| Fortis Group Advisors, LLC | 246 | $8.53K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 218 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 214 | $7.42K | 0.00% | −51−19.2% | Reduced |
| MAI Capital Management | 175 | $6.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $5.20K | 0.00% | −56−27.2% | Reduced |
| Optiver Holding B.V. | 98 | $3.40K | 0.00% | +98 | New |
| GAMMA Investing LLC | 80 | $2.77K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 60 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.80K | 0.00% | −13−50.0% | Reduced |
| Comerica Bank | 31 | $1.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $520 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 14 | $485 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $381 | 0.00% | +10+1,000.0% | Added |
| Smartleaf Asset Management LLC | 11 | $368 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 10 | $347 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $173 | 0.00% | +5 | Added |
| Allworth Financial LP | 4 | $139 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 3 | $104 | 0.00% | +3 | New |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −50,202−100.0% | Sold out |