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 2026
Institutional positions in Alico, Inc. as of Mar 31, 2026. 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
- 109
- +7 vs. Q4 2025
- Shares held
- 4.43M
- +234.0K (+5.6%) vs. Q4 2025
- Total value
- $182.9M
- +$30.0M (+19.6%) vs. Q4 2025
- New holders
- 15
- 32 more added
- Sold out
- 8
- 30 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $83 | 0.00% | +1+100.0% | Added |
| Sunbelt Securities, Inc. | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5 | $206 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 9 | $371 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11 | $451 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $577 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $619 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 17 | $701 | 0.00% | −7−29.2% | Reduced |
| Allworth Financial LP | 17 | $702 | 0.00% | +13+325.0% | Added |
| Fifth Third Bancorp | 31 | $1.28K | 0.00% | +31 | New |
| TD Private Client Wealth LLC | 38 | $1.57K | 0.00% | +38 | New |
| Basecamp Wealth Advisors LLC | 41 | $1.69K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 49 | $2.02K | 0.00% | +49 | New |
| Optiver Holding B.V. | 58 | $2.39K | 0.00% | −40−40.8% | Reduced |
| Torren Management, LLC | 59 | $2.43K | 0.00% | −300−83.6% | Reduced |
| First United Bank Trust | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 95 | $3.92K | 0.00% | +95 | New |
| MAI Capital Management | 102 | $4.21K | 0.00% | +2+2.0% | Added |
| Cornerstone Planning Group LLC | 150 | $6.19K | 0.00% | +91+154.2% | Added |
| NBC Securities, Inc. | 150 | $6.20K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 155 | $6.39K | 0.00% | +155 | New |
| Sterling Capital Management LLC | 187 | $7.72K | 0.00% | −138−42.5% | Reduced |
| Royal Bank of Canada | 213 | $9.00K | 0.00% | +51+31.5% | Added |
| Fortis Group Advisors, LLC | 246 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 246 | $10.2K | 0.00% | +33+15.5% | Added |
| Citigroup Inc | 261 | $10.8K | 0.00% | +133+103.9% | Added |
| California State Teachers Retirement System | 305 | $12.6K | 0.00% | −42−12.1% | Reduced |
| EverSource Wealth Advisors, LLC | 342 | $14.1K | 0.00% | +1+0.3% | Added |
| Covestor Ltd | 377 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 470 | $19.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 496 | $20.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 705 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 738 | $30.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 819 | $33.8K | 0.00% | +68+9.1% | Added |
| Hanson & Doremus Investment Management | 1,035 | $43.0K | 0.00% | +1,035 | New |
| Barclays PLC | 1,117 | $46.1K | 0.00% | −7,678−87.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,292 | $53.3K | 0.00% | +741+134.5% | Added |
| Tower Research Capital LLC (TRC) | 1,353 | $55.8K | 0.00% | +1,038+329.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $58.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,462 | $60.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,596 | $65.9K | 0.00% | +1,596 | New |
| Wells Fargo & Company | 2,434 | $100.4K | 0.00% | −4,174−63.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,676 | $110.4K | 0.00% | +68+2.6% | Added |
| The PNC Financial Services Group, Inc. | 2,758 | $113.8K | 0.00% | +6+0.2% | Added |
| New York State Common Retirement Fund | 2,760 | $113.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,554 | $146.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,340 | $179.1K | 0.11% | +4,340 | New |
| Fruth Investment Management | 5,500 | $226.0K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 5,528 | $228.1K | 0.00% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 5,160 | $228.8K | 0.20% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 6,450 | $234.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,844 | $241.1K | 0.00% | −1,402−19.3% | Reduced |
| Worth Venture Partners, LLC | 6,338 | $261.5K | 0.83% | −3,700−36.9% | Reduced |
| Engineers Gate Manager LP | 6,578 | $271.4K | 0.00% | +6,578 | New |
| Moors & Cabot, Inc. | 6,785 | $279.9K | 0.01% | −2,225−24.7% | Reduced |
| Trexquant Investment LP | 7,114 | $293.5K | 0.00% | +197+2.8% | Added |
| Two Sigma Investments, LP | 7,330 | $302.4K | 0.00% | +7,330 | New |
| Millennium Management LLC | 8,071 | $333.0K | 0.00% | −12,606−61.0% | Reduced |
| XTX Topco Ltd | 8,515 | $351.3K | 0.01% | +8,515 | New |
| Jane Street Group, LLC | 8,794 | $362.8K | 0.00% | −618−6.6% | Reduced |
| BNP Paribas Arbitrage, SA | 9,007 | $371.6K | 0.00% | +7,750+616.5% | Added |
| FMR LLC | 9,196 | $379.4K | 0.00% | −89−1.0% | Reduced |
| Nuveen, LLC | 9,412 | $388.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,196 | $420.7K | 0.00% | −11,671−53.4% | Reduced |
| JPMorgan Chase & Co | 11,140 | $457.1K | 0.00% | −3,602−24.4% | Reduced |
| Invesco Ltd. | 11,111 | $458.4K | 0.00% | −18−0.2% | Reduced |
| M Holdings Securities, Inc. | 11,782 | $479.0K | 0.03% | −598−4.8% | Reduced |
| Rhumbline Advisers | 13,107 | $540.8K | 0.00% | +487+3.9% | Added |
| Bridgeway Capital Management, LLC | 13,438 | $554.5K | 0.01% | −8,000−37.3% | Reduced |
| Cary Street Partners Financial LLC | 13,495 | $556.8K | 0.01% | +344+2.6% | Added |
| Bank of America Corp | 13,594 | $560.9K | 0.00% | −1,490−9.9% | Reduced |
| D. E. Shaw & Co., Inc. | 13,604 | $561.3K | 0.00% | −653−4.6% | Reduced |
| American Century Companies Inc | 13,731 | $566.5K | 0.00% | −81−0.6% | Reduced |
| AQR Capital Management LLC | 14,437 | $595.7K | 0.00% | +2,021+16.3% | Added |
| Russell Investments Group, Ltd. | 16,036 | $661.6K | 0.00% | +154+1.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,050 | $662.2K | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 16,850 | $695.2K | 0.00% | −100−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 17,170 | $708.4K | 0.00% | −247−1.4% | Reduced |
| Wendell David Associates Inc | 17,866 | $737.0K | 0.08% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 20,372 | $840.5K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 21,106 | $870.8K | 0.01% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 21,929 | $904.8K | 0.13% | +2,456+12.6% | Added |
| Ellsworth Advisors, LLC | 23,304 | $961.5K | 0.18% | +165+0.7% | Added |
| UBS Group AG | 23,953 | $988.3K | 0.00% | −306−1.3% | Reduced |
| Vanguard Portfolio Management LLC | 32,580 | $1.34M | 0.00% | +32,580 | New |
| Goldman Sachs Group Inc | 34,558 | $1.43M | 0.00% | +7,326+26.9% | Added |
| Vanguard Fiduciary Trust Co | 38,456 | $1.59M | 0.00% | +38,456 | New |
| Naples Global Advisors, LLC | 46,748 | $1.93M | 0.14% | −3,070−6.2% | Reduced |
| Bank of New York Mellon Corp | 53,099 | $2.19M | 0.00% | −1,533−2.8% | Reduced |
| Bard Associates Inc | 55,629 | $2.30M | 0.58% | +106+0.2% | Added |
| Northern Trust Corp | 58,176 | $2.40M | 0.00% | +700+1.2% | Added |
| Oak Family Advisors, LLC | 61,300 | $2.53M | 0.78% | +3,645+6.3% | Added |
| Towerview LLC | 85,000 | $3.51M | 2.27% | −19,251−18.5% | Reduced |
| Accordant Advisory Group Inc | 100,635 | $4.15M | 2.57% | +6,224+6.6% | Added |
| Rodgers Brothers Inc. | 112,603 | $4.65M | 0.54% | +251+0.2% | Added |
| Peapod Lane Capital LLC | 133,692 | $5.50M | 4.51% | −90.0% | Reduced |