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