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, Q4 2025
Institutional positions in Alico, Inc. as of Dec 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
- 106
- +7 vs. Q3 2025
- Shares held
- 4.51M
- +34.5K (+0.8%) vs. Q3 2025
- Total value
- $164.3M
- +$9.05M (+5.8%) vs. Q3 2025
- New holders
- 16
- 31 more added
- Sold out
- 9
- 34 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $36 | 0.00% | −255−99.6% | Reduced |
| Essential Partners LLC | 1 | $36 | 0.00% | −10−90.9% | Reduced |
| Rothschild Investment LLC | 1 | $36 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 3 | $109 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $146 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $182 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $327 | 0.00% | −1−10.0% | Reduced |
| Smartleaf Asset Management LLC | 11 | $402 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $509 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $546 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 24 | $873 | 0.00% | +24 | New |
| Comerica Bank | 31 | $1.13K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 41 | $1.49K | 0.00% | +41 | New |
| GAMMA Investing LLC | 60 | $2.18K | 0.00% | −20−25.0% | Reduced |
| First United Bank Trust | 60 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $2.37K | 0.00% | +46+353.8% | Added |
| Optiver Holding B.V. | 98 | $3.56K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $3.64K | 0.00% | −75−42.9% | Reduced |
| Citigroup Inc | 128 | $4.66K | 0.00% | −391−75.3% | Reduced |
| NBC Securities, Inc. | 150 | $5.46K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 162 | $6.00K | 0.00% | −33,150−99.5% | Reduced |
| Amalgamated Bank | 177 | $6.00K | 0.00% | −41−18.8% | Reduced |
| Massmutual Trust Co FSB | 213 | $7.75K | 0.00% | −1−0.5% | Reduced |
| Fortis Group Advisors, LLC | 246 | $8.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 315 | $11.5K | 0.00% | −63−16.7% | Reduced |
| Sterling Capital Management LLC | 325 | $11.8K | 0.00% | −44−11.9% | Reduced |
| Kemnay Advisory Services Inc. | 336 | $12.2K | 0.00% | +336 | New |
| EverSource Wealth Advisors, LLC | 341 | $12.4K | 0.00% | −8−2.3% | Reduced |
| California State Teachers Retirement System | 347 | $12.6K | 0.00% | −168−32.6% | Reduced |
| Torren Management, LLC | 359 | $13.1K | 0.01% | +359 | New |
| Covestor Ltd | 377 | $14.0K | 0.01% | −859−69.5% | Reduced |
| Capital Advisors, Ltd. LLC | 470 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $17.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 496 | $18.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $18.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 551 | $20.1K | 0.00% | −660−54.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 705 | $25.6K | 0.00% | +705 | New |
| CWM, LLC | 751 | $27.0K | 0.00% | +57+8.2% | Added |
| Bessemer Group Inc | 738 | $27.0K | 0.00% | +738 | New |
| BNP Paribas Arbitrage, SA | 1,257 | $45.7K | 0.00% | +227+22.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $51.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,462 | $53.2K | 0.00% | −44−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,608 | $94.9K | 0.00% | +75+3.0% | Added |
| The PNC Financial Services Group, Inc. | 2,752 | $100.1K | 0.00% | −4−0.1% | Reduced |
| New York State Common Retirement Fund | 2,760 | $100.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,554 | $129.3K | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 5,500 | $200.0K | 0.05% | +5,500 | New |
| Truist Financial Corp | 5,528 | $201.1K | 0.00% | +5,528 | New |
| RD Lewis Holdings, Inc. | 5,160 | $216.8K | 0.19% | +5,160 | New |
| Alliancebernstein L.P. | 6,450 | $234.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,608 | $240.4K | 0.00% | +1,804+37.6% | Added |
| Trexquant Investment LP | 6,917 | $251.6K | 0.00% | +424+6.5% | Added |
| Walleye Capital LLC | 7,175 | $261.0K | 0.00% | +7,175 | New |
| Deutsche Bank AG | 7,246 | $263.6K | 0.00% | +4,261+142.7% | Added |
| Citadel Advisors LLC | 7,851 | $285.6K | 0.00% | +7,851 | New |
| Barclays PLC | 8,795 | $320.0K | 0.00% | +1,278+17.0% | Added |
| Moors & Cabot, Inc. | 9,010 | $327.8K | 0.01% | +200+2.3% | Added |
| FMR LLC | 9,285 | $337.8K | 0.00% | +1,786+23.8% | Added |
| Nuveen, LLC | 9,412 | $342.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,412 | $342.4K | 0.00% | −6,488−40.8% | Reduced |
| Worth Venture Partners, LLC | 10,038 | $365.2K | 2.64% | 00.0% | Unchanged |
| Invesco Ltd. | 11,129 | $404.9K | 0.00% | −3,666−24.8% | Reduced |
| R Squared Ltd | 11,329 | $412.1K | 0.19% | +11,329 | New |
| M Holdings Securities, Inc. | 12,380 | $450.0K | 0.03% | +12,380 | New |
| AQR Capital Management LLC | 12,416 | $451.7K | 0.00% | +640+5.4% | Added |
| Rhumbline Advisers | 12,620 | $459.1K | 0.00% | −1,964−13.5% | Reduced |
| Cary Street Partners Financial LLC | 13,151 | $478.4K | 0.01% | +13,151 | New |
| American Century Companies Inc | 13,812 | $502.5K | 0.00% | −104−0.7% | Reduced |
| Stifel Financial Corp | 14,101 | $513.0K | 0.00% | −258−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 14,257 | $518.7K | 0.00% | +1,260+9.7% | Added |
| JPMorgan Chase & Co | 14,742 | $536.3K | 0.00% | −1,654−10.1% | Reduced |
| Bank of America Corp | 15,084 | $548.8K | 0.00% | +3,004+24.9% | Added |
| Russell Investments Group, Ltd. | 15,882 | $577.8K | 0.00% | +3,263+25.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,050 | $583.9K | 0.08% | +5,200+47.9% | Added |
| State of Wisconsin Investment Board | 16,950 | $616.6K | 0.00% | −899−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 17,417 | $633.6K | 0.00% | +1,528+9.6% | Added |
| Wendell David Associates Inc | 17,866 | $650.0K | 0.07% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 18,598 | $676.6K | 1.02% | −84−0.4% | Reduced |
| Abundance Wealth Counselors | 19,473 | $708.4K | 0.12% | +2,224+12.9% | Added |
| Prescott Group Capital Management, L.L.C. | 20,372 | $741.1K | 0.07% | +372+1.9% | Added |
| Millennium Management LLC | 20,677 | $752.2K | 0.00% | +8,736+73.2% | Added |
| Allen Investment Management LLC | 21,106 | $767.8K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 21,438 | $779.9K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 21,867 | $795.5K | 0.00% | +21,867 | New |
| UBS Group AG | 24,259 | $882.5K | 0.00% | −2,980−10.9% | Reduced |
| Ellsworth Advisors, LLC | 23,139 | $908.0K | 0.18% | +840+3.8% | Added |
| Goldman Sachs Group Inc | 27,232 | $990.7K | 0.00% | +10,375+61.5% | Added |
| Naples Global Advisors, LLC | 49,818 | $1.81M | 0.14% | −1,140−2.2% | Reduced |
| Bank of New York Mellon Corp | 54,632 | $1.99M | 0.00% | +13,346+32.3% | Added |
| Bard Associates Inc | 55,523 | $2.02M | 0.52% | −579−1.0% | Reduced |
| Northern Trust Corp | 57,476 | $2.09M | 0.00% | +743+1.3% | Added |
| Oak Family Advisors, LLC | 57,655 | $2.10M | 0.64% | +6,238+12.1% | Added |
| Accordant Advisory Group Inc | 94,411 | $3.43M | 2.37% | +26,688+39.4% | Added |
| Towerview LLC | 104,251 | $3.79M | 2.75% | −17,749−14.5% | Reduced |
| Rodgers Brothers Inc. | 112,352 | $4.09M | 0.49% | −749−0.7% | Reduced |
| State Street Corp | 132,531 | $4.82M | 0.00% | −1,702−1.3% | Reduced |
| Peapod Lane Capital LLC | 133,701 | $4.86M | 4.14% | +983+0.7% | Added |
| Geode Capital Management, LLC | 138,611 | $5.05M | 0.00% | +4,714+3.5% | Added |
| Morgan Stanley | 143,214 | $5.21M | 0.00% | +5,956+4.3% | Added |