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 2026
Institutional positions in Alico, Inc. as of Jun 30, 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
- 110
- +3 vs. Q1 2026
- Shares held
- 4.46M
- +31.2K (+0.7%) vs. Q1 2026
- Total value
- $184.7M
- +$1.81M (+1.0%) vs. Q1 2026
- New holders
- 12
- 34 more added
- Sold out
- 9
- 31 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Alico, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $42 | 0.00% | +1 | New |
| Optiver Holding B.V. | 2 | $83 | 0.00% | −56−96.6% | Reduced |
| Essential Partners LLC | 4 | $165 | 0.00% | +3+300.0% | Added |
| Rothschild Investment LLC | 7 | $290 | 0.00% | +5+250.0% | Added |
| SBI Securities Co., Ltd. | 9 | $372 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $414 | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 11 | $453 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $576 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $621 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 17 | $703 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $869 | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 24 | $993 | 0.00% | +24 | New |
| Allworth Financial LP | 25 | $1.03K | 0.00% | +8+47.1% | Added |
| Fifth Third Bancorp | 31 | $1.28K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 38 | $1.57K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 38 | $1.57K | 0.00% | +38 | New |
| Basecamp Wealth Advisors LLC | 41 | $1.70K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 49 | $2.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $2.07K | 0.00% | −292−85.4% | Reduced |
| Torren Management, LLC | 59 | $2.44K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 79 | $3.27K | 0.00% | −226−74.1% | Reduced |
| Sterling Capital Management LLC | 86 | $3.56K | 0.00% | −101−54.0% | Reduced |
| GAMMA Investing LLC | 97 | $4.01K | 0.00% | +37+61.7% | Added |
| Cornerstone Planning Group LLC | 139 | $5.54K | 0.00% | −11−7.3% | Reduced |
| NBC Securities, Inc. | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 155 | $6.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 160 | $6.62K | 0.00% | +160 | New |
| Massmutual Trust Co FSB | 229 | $9.47K | 0.00% | −17−6.9% | Reduced |
| Fortis Group Advisors, LLC | 246 | $10.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 273 | $11.4K | 0.00% | +273 | New |
| Covestor Ltd | 377 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 470 | $19.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 469 | $19.0K | 0.00% | +256+120.2% | Added |
| Ameritas Investment Partners, Inc. | 470 | $19.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $20.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 620 | $25.6K | 0.00% | +124+25.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 705 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 738 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 766 | $31.7K | 0.00% | −587−43.4% | Reduced |
| Barclays PLC | 914 | $37.8K | 0.00% | −203−18.2% | Reduced |
| Hanson & Doremus Investment Management | 1,035 | $43.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,214 | $50.2K | 0.00% | −248−17.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,411 | $58.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,596 | $66.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,643 | $68.0K | 0.00% | +351+27.2% | Added |
| The PNC Financial Services Group, Inc. | 2,548 | $105.4K | 0.00% | −210−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,686 | $111.1K | 0.00% | +10+0.4% | Added |
| Citigroup Inc | 2,712 | $112.2K | 0.00% | +2,451+939.1% | Added |
| New York State Common Retirement Fund | 2,760 | $114.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,268 | $135.2K | 0.00% | +3,268 | New |
| MetLife Investment Management | 3,554 | $147.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,842 | $200.0K | 0.01% | +4,842 | New |
| Byrne Asset Management LLC | 5,011 | $207.3K | 0.11% | +671+15.5% | Added |
| Engineers Gate Manager LP | 5,173 | $214.0K | 0.00% | −1,405−21.4% | Reduced |
| Wells Fargo & Company | 5,334 | $220.7K | 0.00% | +2,900+119.1% | Added |
| Truist Financial Corp | 5,428 | $224.6K | 0.00% | −100−1.8% | Reduced |
| Fruth Investment Management | 5,500 | $227.0K | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,775 | $238.9K | 0.00% | −69−1.2% | Reduced |
| Investment Research Partners LLC | 5,779 | $239.1K | 0.08% | +5,779 | New |
| Moors & Cabot, Inc. | 6,710 | $277.6K | 0.01% | −75−1.1% | Reduced |
| R Squared Ltd | 8,053 | $333.2K | 0.17% | +8,053 | New |
| XTX Topco Ltd | 8,269 | $342.1K | 0.00% | −246−2.9% | Reduced |
| FMR LLC | 9,065 | $375.0K | 0.00% | −131−1.4% | Reduced |
| Invesco Ltd. | 9,241 | $382.3K | 0.00% | −1,870−16.8% | Reduced |
| Nuveen, LLC | 9,412 | $389.4K | 0.00% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 9,895 | $417.9K | 0.31% | +4,735+91.8% | Added |
| Two Sigma Investments, LP | 11,688 | $483.5K | 0.00% | +4,358+59.5% | Added |
| JPMorgan Chase & Co | 12,281 | $505.4K | 0.00% | +1,141+10.2% | Added |
| Bank of America Corp | 12,313 | $509.4K | 0.00% | −1,281−9.4% | Reduced |
| BNP Paribas Arbitrage, SA | 12,446 | $514.9K | 0.00% | +3,439+38.2% | Added |
| Rhumbline Advisers | 12,967 | $536.4K | 0.00% | −140−1.1% | Reduced |
| AQR Capital Management LLC | 13,466 | $557.1K | 0.00% | −971−6.7% | Reduced |
| Cary Street Partners Financial LLC | 13,495 | $558.3K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 13,638 | $564.2K | 0.01% | +200+1.5% | Added |
| American Century Companies Inc | 13,674 | $565.7K | 0.00% | −57−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 14,213 | $588.0K | 0.00% | +609+4.5% | Added |
| Alliancebernstein L.P. | 14,692 | $606.2K | 0.00% | +8,242+127.8% | Added |
| Marquette Asset Management, LLC | 15,771 | $652.4K | 0.08% | +15,771 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,050 | $664.0K | 0.08% | 00.0% | Unchanged |
| Wendell David Associates Inc | 17,866 | $739.0K | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 18,550 | $767.4K | 0.00% | +1,700+10.1% | Added |
| Charles Schwab Investment Management Inc | 19,288 | $797.9K | 0.00% | +2,118+12.3% | Added |
| Prescott Group Capital Management, L.L.C. | 20,372 | $842.8K | 0.07% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,562 | $850.6K | 0.00% | +4,526+28.2% | Added |
| Allen Investment Management LLC | 21,106 | $873.2K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 23,077 | $954.7K | 0.00% | −876−3.7% | Reduced |
| Ellsworth Advisors, LLC | 23,571 | $964.2K | 0.16% | +267+1.1% | Added |
| Goldman Sachs Group Inc | 33,123 | $1.37M | 0.00% | −1,435−4.2% | Reduced |
| Abundance Wealth Counselors | 38,795 | $1.60M | 0.10% | +16,866+76.9% | Added |
| Vanguard Portfolio Management LLC | 39,345 | $1.63M | 0.00% | +6,765+20.8% | Added |
| Vanguard Fiduciary Trust Co | 39,961 | $1.65M | 0.00% | +1,505+3.9% | Added |
| Naples Global Advisors, LLC | 44,848 | $1.86M | 0.11% | −1,900−4.1% | Reduced |
| Bank of New York Mellon Corp | 54,817 | $2.27M | 0.00% | +1,718+3.2% | Added |
| Bard Associates Inc | 55,606 | $2.30M | 0.51% | −230.0% | Reduced |
| Northern Trust Corp | 60,646 | $2.51M | 0.00% | +2,470+4.2% | Added |
| Oak Family Advisors, LLC | 63,575 | $2.63M | 0.76% | +2,275+3.7% | Added |
| Towerview LLC | 75,500 | $3.12M | 2.05% | −9,500−11.2% | Reduced |
| Accordant Advisory Group Inc | 101,317 | $4.19M | 2.83% | +682+0.7% | Added |
| Rodgers Brothers Inc. | 112,604 | $4.66M | 0.45% | +10.0% | Added |