ARLP Institutional Ownership & Shareholders
ALLIANCE RESOURCE PARTNERS (ARLP) is currently held by 168 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $528.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of ARLP tracked by InsiderSet, reporting ownership valued at approximately $81.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $91.09M, representing an estimated gain of +11.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed ARLP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Progeny 3, Inc., Jackson Hole Capital Partners, Llc, and several other long-term asset managers with concentrated positions in ALLIANCE RESOURCE PARTNERS (ARLP).
This page ranks the largest institutional ARLP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
168
Total Reported Value
$528.68M
Largest Holder
Morgan Stanley
Largest Position
$81.81M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,411,513 | $81,808,082 | $91,087,397 | +$9,279,315 | +11.34% | |
| Progeny 3, Inc. | 4.02% | 3,248,264 | $77,893,371 | $86,728,649 | +$8,835,278 | +11.34% | |
| Jackson Hole Capital Partners, Llc | 9.71% | 2,119,396 | $58,601,310 | $56,587,873 | -$2,013,437 | -3.44% | |
| Magnolia Group, Llc | 6.36% | 1,262,583 | $30,276,740 | $33,710,966 | +$3,434,226 | +11.34% | |
| Atlanta Consulting Group Advisors, Llc | 4.48% | 1,178,592 | $28,262,636 | $31,468,406 | +$3,205,770 | +11.34% | |
| Lido Advisors, Llc | 0.09% | 1,096,756 | $26,300,219 | $29,283,385 | +$2,983,166 | +11.34% | |
| Energy Income Partners, Llc | 0.39% | 1,044,641 | $25,050,491 | $27,891,915 | +$2,841,424 | +11.34% | |
| Ing Groep Nv | 0.07% | 556,000 | $13,332,880 | $14,845,200 | +$1,512,320 | +11.34% | |
| Raymond James Financial Inc | 0.00% | 507,215 | $12,163,011 | $13,542,641 | +$1,379,630 | +11.34% | |
| Invesco Ltd. | 0.00% | 427,019 | $10,239,915 | $11,401,407 | +$1,161,492 | +11.34% | |
| Vista Investment Partners Llc | 2.30% | 363,672 | $8,833,593 | $9,710,042 | +$876,449 | +9.92% | |
| Goldman Sachs Group Inc | 0.00% | 328,974 | $7,888,797 | $8,783,606 | +$894,809 | +11.34% | |
| Fairbanks Capital Management, Inc. | 3.98% | 280,297 | $6,721,522 | $7,483,930 | +$762,408 | +11.34% | |
| Adams Asset Advisors, Llc | 0.65% | 264,797 | $6,431,919 | $7,070,080 | +$638,161 | +9.92% | |
| Mercer Global Advisors Inc | 0.01% | 254,369 | $6,099,769 | $6,791,652 | +$691,883 | +11.34% | |
| Exchange Traded Concepts, Llc | 0.02% | 215,350 | $5,230,852 | $5,749,845 | +$518,993 | +9.92% | |
| Bank Of America Corp | 0.00% | 215,467 | $5,166,898 | $5,752,969 | +$586,071 | +11.34% | |
| Prescott Group Capital Management, L.L.C. | 0.44% | 213,200 | $5,112,536 | $5,692,440 | +$579,904 | +11.34% | |
| Keybank National Association/Oh | 0.02% | 200,000 | $4,796,000 | $5,340,000 | +$544,000 | +11.34% | |
| Mizuho Markets Americas Llc | 0.08% | 189,500 | $4,544,210 | $5,059,650 | +$515,440 | +11.34% | |
| Miller Value Partners | Bill Miller | 1.06% | 186,981 | $4,483,804 | $4,992,393 | +$508,589 | +11.34% |
| Bienville Capital Management, Llc | 0.60% | 173,893 | $4,169,956 | $4,642,943 | +$472,987 | +11.34% | |
| First Trust Advisors Lp | 0.00% | 173,831 | $4,168,467 | $4,641,288 | +$472,821 | +11.34% | |
| Natixis | 0.02% | 156,500 | $3,752,870 | $4,178,550 | +$425,680 | +11.34% | |
| Orvieto Partners, L.P. | 2.70% | 149,064 | $3,574,555 | $3,980,009 | +$405,454 | +11.34% | |
| Crescent Grove Advisors, Llc | 0.29% | 142,141 | $3,452,605 | $3,795,165 | +$342,560 | +9.92% | |
| Hrt Financial Lp | 0.01% | 134,854 | $3,233,000 | $3,600,602 | +$367,602 | +11.37% | |
| Lpl Financial Llc | 0.00% | 128,249 | $3,075,416 | $3,424,248 | +$348,832 | +11.34% | |
| Pinnacle Holdings, Llc | 0.95% | 128,211 | $3,074,497 | $3,423,234 | +$348,737 | +11.34% | |
| Graniteshares Advisors Llc | 1.94% | 121,523 | $2,951,794 | $3,244,664 | +$292,870 | +9.92% | |
| Geode Capital Management, Llc | 0.00% | 121,790 | $2,920,524 | $3,251,793 | +$331,269 | +11.34% | |
| Horizon Kinetics Asset Management Llc | 0.03% | 120,451 | $2,888,415 | $3,216,042 | +$327,627 | +11.34% | |
| Tweedy, Browne Co All Funds (US) | B. Tweedy, Ch. Browne | 0.20% | 111,658 | $2,677,559 | $2,981,269 | +$303,710 | +11.34% |
| Capital Advisors Inc/Ok | 0.03% | 98,126 | $2,353,061 | $2,619,964 | +$266,903 | +11.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 82,952 | $1,989,190 | $2,214,818 | +$225,628 | +11.34% | |
| Arax Advisory Partners | 0.01% | 82,273 | $1,972,887 | $2,196,689 | +$223,802 | +11.34% | |
| Tcfg Investment Advisors, Llc | 0.65% | 78,440 | $1,905,308 | $2,094,348 | +$189,040 | +9.92% | |
| Pekin Hardy Strauss, Inc. | 0.16% | 76,849 | $1,842,851 | $2,051,868 | +$209,017 | +11.34% | |
| Nfc Investments, Llc | 0.46% | 75,700 | $1,815,000 | $2,021,190 | +$206,190 | +11.36% | |
| U.S. Capital Wealth Advisors, Llc | 0.04% | 64,658 | $1,787,786 | $1,726,369 | -$61,417 | -3.44% | |
| Steelpeak Wealth, Llc | 0.04% | 61,111 | $1,484,393 | $1,631,664 | +$147,271 | +9.92% | |
| Tidal Investments Llc | 0.00% | 56,864 | $1,363,599 | $1,518,269 | +$154,670 | +11.34% | |
| Hidden Cove Wealth Management, Llc | 0.73% | 55,794 | $1,355,236 | $1,489,700 | +$134,464 | +9.92% | |
| Cetera Investment Advisers | 0.00% | 54,522 | $1,307,445 | $1,455,737 | +$148,292 | +11.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 46,821 | $1,122,783 | $1,250,121 | +$127,338 | +11.34% | |
| Blackrock, Inc. | 0.00% | 45,962 | $1,102,169 | $1,227,185 | +$125,016 | +11.34% | |
| Concurrent Investment Advisors, Llc | 0.01% | 44,554 | $1,082,211 | $1,189,592 | +$107,381 | +9.92% | |
| Kestra Advisory Services, Llc | 0.00% | 43,652 | $1,046,775 | $1,165,508 | +$118,733 | +11.34% | |
| Orion Investment Co | 0.31% | 43,600 | $1,045,528 | $1,164,120 | +$118,592 | +11.34% | |
| Bramshill Investments, Llc | 0.07% | 39,541 | $948,193 | $1,055,745 | +$107,552 | +11.34% |
Frequently asked questions about ARLP
Who are the largest institutional holders of ARLP?
The largest institutional holders of ARLP reported in the latest SEC Form 13F filings include Morgan Stanley, Progeny 3, Inc., Jackson Hole Capital Partners, Llc, Magnolia Group, Llc, and Atlanta Consulting Group Advisors, Llc. InsiderSet ranks institutional holders by their latest reported ARLP position.
What is ARLP institutional ownership?
This page tracks ARLP positions reported by institutional investment managers through SEC Form 13F. ALLIANCE RESOURCE PARTNERS (ARLP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ARLP?
InsiderSet currently tracks 168 institutional managers reporting ARLP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ARLP shareholders.
How much ARLP stock do institutions own?
Institutional investment managers disclosed approximately $528.68M in ARLP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ARLP institutional ownership last updated?
The latest ARLP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ARLP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ARLP position after the reporting date.
Are institutions buying or selling ARLP?
Institutional buying and selling can be analyzed by comparing ARLP positions across consecutive 13F reporting periods. InsiderSet's ARLP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ARLP ownership changes.
How has ARLP institutional ownership changed over time?
InsiderSet tracks ARLP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.