Alliance Resource Partners ARLP Institutional Ownership

NASDAQ ARLP

$24.34 +0.05 (+0.21%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

170 Institutions

Increased 74 43.5%

Unchanged 57 33.5%

Reduced 39 22.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

15.22%

▼-2.06 pp QoQ

Shares Held by Institutions

19.59Mn

of 128.66Mn outstanding

▲+0.57% QoQ

Shares Outstanding

128.66Mn

109.07Mn held outside 13F filers

Institutional Investors

170

filed 13F for Jun 2026

▼-12 vs prior quarter

Net Shares Added (QoQ)

+110.36K

accumulated since last quarter

Value of Holdings

$475.73Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Alliance Resource Partners Lp (NASDAQ:ARLP) is held by 170 institutional investors per 13F filings through June 2026.

These investors held 15.2% of outstanding shares in June 2026, down from 17.3% in March 2026.
Their total shares held in ARLP increased 0.57% from the prior quarter, while the number of investors in Alliance Resource Partners increased 2.41% year over year.
Activity in ARLP broke down as 74 buyers, 39 sellers, and 57 unchanged among 170 total holders.
Institutional investors collectively held 19.59Mn shares in Alliance Resource Partners as of June 2026, up by 110.36K shares quarter on quarter, and down 446.01K shares year over year.
Morgan Stanley holds the largest position in ARLP at 3.41Mn shares as of June 30, 2026, or 2.65% of shares outstanding.
The largest buyers of Alliance Resource Partners for the quarter ending June 2026 were Lido Advisors, LLC (1.1Mn), Energy Income Partners, LLC (307.31K), Goldman Sachs Group Inc (107.97K), Arax Advisory Partners (68.91K), TCFG Investment Advisors, LLC (51.29K).
The largest sales of ARLP for the quarter ending June 2026 came from Morgan Stanley (1.45Mn), MAGNOLIA GROUP, LLC (148.68K), MIZUHO MARKETS AMERICAS LLC (57.5K), Bank Of America Corp /De/ (54.19K), CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT (41.0K).
Business Quant data shows the 10 biggest positions in Alliance Resource Partners as of June 2026 are held by Morgan Stanley (3.41Mn), Progeny 3, Inc. (3.25Mn), MAGNOLIA GROUP, LLC (1.26Mn), Atlanta Consulting Group Advisors, LLC (1.18Mn), Lido Advisors, LLC (1.1Mn), Energy Income Partners, LLC (1.04Mn), Ing Groep Nv (556.0K), Raymond James Financial Inc (507.22K), Invesco Ltd. (427.02K), VISTA INVESTMENT PARTNERS LLC (363.67K).

Form 13F Holdings

170 Institutional Holders

Report period 30 Jun, 2026

Total shares held 19.59Mn

Of outstanding 15.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Morgan Stanley	0000895421	3,411,513	2.65%	▼1,447,291	-29.79%	$81.81Mn
2	Progeny 3, Inc.	0001536006	3,248,264	2.52%	▲18,500	+0.57%	$77.89Mn
3	MAGNOLIA GROUP, LLC	0001618376	1,262,583	0.98%	▼148,677	-10.54%	$30.28Mn
4	Atlanta Consulting Group Advisors, LLC	0002019038	1,178,592	0.92%	▼1,500	-0.13%	$28.26Mn
5	Lido Advisors, LLC	0001650150	1,096,756	0.85%	▲1,096,756	0.00%	$26.30Mn
6	Energy Income Partners, LLC	0001388814	1,044,641	0.81%	▲307,313	+41.68%	$25.05Mn
7	Ing Groep Nv	0001039765	556,000	0.43%	▲39,000	+7.54%	$13.33Mn
8	Raymond James Financial Inc	0000720005	507,215	0.39%	▲16,151	+3.29%	$12.16Mn
9	Invesco Ltd.	0000914208	427,019	0.33%	▲3,798	+0.90%	$10.24Mn
10	VISTA INVESTMENT PARTNERS LLC	0002023386	363,672	0.28%	0	0.00%	$8.72Mn
11	Goldman Sachs Group Inc	0000886982	328,974	0.26%	▲107,973	+48.86%	$7.89Mn
12	Fairbanks Capital Management, Inc.	0001681372	280,297	0.22%	▼2,644	-0.93%	$6.72Mn
13	Adams Asset Advisors, LLC	0001386929	259,013	0.20%	▲3,616	+1.42%	$6.21Mn
14	MERCER GLOBAL ADVISORS INC /ADV	0000853758	254,369	0.20%	▼960	-0.38%	$6.10Mn
15	Bank Of America Corp /De/	0000070858	215,467	0.17%	▼54,188	-20.10%	$5.17Mn
16	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	213,200	0.17%	0	0.00%	$5.11Mn
17	EXCHANGE TRADED CONCEPTS, LLC	0001457320	203,431	0.16%	▼15,189	-6.95%	$4.88Mn
18	KEYBANK NATIONAL ASSOCIATION/OH	0001089877	200,000	0.16%	0	0.00%	$4.80Mn
19	MIZUHO MARKETS AMERICAS LLC	0001825516	189,500	0.15%	▼57,500	-23.28%	$4.54Mn
20	MILLER VALUE PARTNERS, LLC	0001135778	186,981	0.15%	▲1,725	+0.93%	$4.48Mn

Showing 1 to 20 of 170 holders