ALLIANCE RESOURCE PARTNERS (ARLP) Institutional Shareholders
ALLIANCE RESOURCE PARTNERS (ARLP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $525.70M in ARLP holdings during the latest filing period.
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 $88.26M, representing an estimated gain of +7.88% 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
167
Total Reported Value
$525.70M
Largest Holder
Morgan Stanley
Largest Position
$81.81M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
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 | $88,255,841 | +$6,447,759 | +7.88% | |
| Progeny 3, Inc. | 4.02% | 3,248,264 | $77,893,371 | $84,032,590 | +$6,139,219 | +7.88% | |
| Jackson Hole Capital Partners, Llc | 9.71% | 2,119,396 | $58,601,310 | $54,828,775 | -$3,772,535 | -6.44% | |
| Magnolia Group, Llc | 6.36% | 1,262,583 | $30,276,740 | $32,663,022 | +$2,386,282 | +7.88% | |
| Atlanta Consulting Group Advisors, Llc | 4.48% | 1,178,592 | $28,262,636 | $30,490,175 | +$2,227,539 | +7.88% | |
| Lido Advisors, Llc | 0.09% | 1,096,756 | $26,300,219 | $28,373,078 | +$2,072,859 | +7.88% | |
| Energy Income Partners, Llc | 0.39% | 1,044,641 | $25,050,491 | $27,024,863 | +$1,974,372 | +7.88% | |
| Ing Groep Nv | 0.07% | 556,000 | $13,332,880 | $14,383,720 | +$1,050,840 | +7.88% | |
| Raymond James Financial Inc | 0.00% | 507,215 | $12,163,011 | $13,121,652 | +$958,641 | +7.88% | |
| Invesco Ltd. | 0.00% | 427,019 | $10,239,915 | $11,046,982 | +$807,067 | +7.88% | |
| Vista Investment Partners Llc | 2.20% | 363,672 | $8,720,855 | $9,408,195 | +$687,340 | +7.88% | |
| Goldman Sachs Group Inc | 0.00% | 328,974 | $7,888,797 | $8,510,557 | +$621,760 | +7.88% | |
| Fairbanks Capital Management, Inc. | 3.98% | 280,297 | $6,721,522 | $7,251,283 | +$529,761 | +7.88% | |
| Adams Asset Advisors, Llc | 0.70% | 259,013 | $6,211,132 | $6,700,666 | +$489,534 | +7.88% | |
| Mercer Global Advisors Inc | 0.01% | 254,369 | $6,099,769 | $6,580,526 | +$480,757 | +7.88% | |
| Bank Of America Corp | 0.00% | 215,467 | $5,166,898 | $5,574,131 | +$407,233 | +7.88% | |
| Prescott Group Capital Management, L.L.C. | 0.44% | 213,200 | $5,112,536 | $5,515,484 | +$402,948 | +7.88% | |
| Exchange Traded Concepts, Llc | 0.02% | 203,431 | $4,878,276 | $5,262,760 | +$384,484 | +7.88% | |
| Keybank National Association/Oh | 0.02% | 200,000 | $4,796,000 | $5,174,000 | +$378,000 | +7.88% | |
| Mizuho Markets Americas Llc | 0.08% | 189,500 | $4,544,210 | $4,902,365 | +$358,155 | +7.88% | |
| Miller Value Partners | Bill Miller | 1.06% | 186,981 | $4,483,804 | $4,837,198 | +$353,394 | +7.88% |
| Bienville Capital Management, Llc | 0.60% | 173,893 | $4,169,956 | $4,498,612 | +$328,656 | +7.88% | |
| First Trust Advisors Lp | 0.00% | 173,831 | $4,168,467 | $4,497,008 | +$328,541 | +7.88% | |
| Natixis | 0.02% | 156,500 | $3,752,870 | $4,048,655 | +$295,785 | +7.88% | |
| Cushing Asset Management, Lp Dba Nxg Investment Management | 0.16% | 150,000 | $3,597,000 | $3,880,500 | +$283,500 | +7.88% | |
| Orvieto Partners, L.P. | 2.70% | 149,064 | $3,574,555 | $3,856,286 | +$281,731 | +7.88% | |
| Hrt Financial Lp | 0.01% | 134,854 | $3,233,000 | $3,488,673 | +$255,673 | +7.91% | |
| Lpl Financial Llc | 0.00% | 128,249 | $3,075,416 | $3,317,802 | +$242,386 | +7.88% | |
| Geode Capital Management, Llc | 0.00% | 121,790 | $2,920,524 | $3,150,707 | +$230,183 | +7.88% | |
| Horizon Kinetics Asset Management Llc | 0.03% | 120,451 | $2,888,415 | $3,116,067 | +$227,652 | +7.88% | |
| Graniteshares Advisors Llc | 1.84% | 119,645 | $2,869,087 | $3,095,216 | +$226,129 | +7.88% | |
| Tweedy, Browne Co All Funds (US) | B. Tweedy, Ch. Browne | 0.20% | 111,658 | $2,677,559 | $2,888,592 | +$211,033 | +7.88% |
| Crescent Grove Advisors, Llc | 0.23% | 111,178 | $2,666,048 | $2,876,175 | +$210,127 | +7.88% | |
| Capital Advisors Inc/Ok | 0.03% | 98,126 | $2,353,061 | $2,538,520 | +$185,459 | +7.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 82,952 | $1,989,190 | $2,145,968 | +$156,778 | +7.88% | |
| Arax Advisory Partners | 0.01% | 82,273 | $1,972,887 | $2,128,403 | +$155,516 | +7.88% | |
| Pekin Hardy Strauss, Inc. | 0.16% | 76,849 | $1,842,851 | $1,988,084 | +$145,233 | +7.88% | |
| Nfc Investments, Llc | 0.46% | 75,700 | $1,815,000 | $1,958,359 | +$143,359 | +7.90% | |
| U.S. Capital Wealth Advisors, Llc | 0.04% | 64,658 | $1,787,786 | $1,672,702 | -$115,084 | -6.44% | |
| Steelpeak Wealth, Llc | 0.04% | 57,740 | $1,384,597 | $1,493,734 | +$109,137 | +7.88% | |
| Tidal Investments Llc | 0.00% | 56,864 | $1,363,599 | $1,471,072 | +$107,473 | +7.88% | |
| Hidden Cove Wealth Management, Llc | 0.74% | 56,000 | $1,342,880 | $1,448,720 | +$105,840 | +7.88% | |
| Cetera Investment Advisers | 0.00% | 54,522 | $1,307,445 | $1,410,484 | +$103,039 | +7.88% | |
| Bokf, Na | 0.02% | 54,446 | $1,305,615 | $1,408,518 | +$102,903 | +7.88% | |
| Tcfg Investment Advisors, Llc | 0.41% | 51,290 | $1,229,934 | $1,326,872 | +$96,938 | +7.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 46,821 | $1,122,783 | $1,211,259 | +$88,476 | +7.88% | |
| Blackrock, Inc. | 0.00% | 45,962 | $1,102,169 | $1,189,037 | +$86,868 | +7.88% | |
| Kestra Advisory Services, Llc | 0.00% | 43,652 | $1,046,775 | $1,129,277 | +$82,502 | +7.88% | |
| Orion Investment Co | 0.31% | 43,600 | $1,045,528 | $1,127,932 | +$82,404 | +7.88% | |
| Concurrent Investment Advisors, Llc | 0.01% | 43,090 | $1,033,297 | $1,114,738 | +$81,441 | +7.88% |
Frequently asked questions about ARLP
Who owns the most ARLP stock?
The largest holders of ARLP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANCE RESOURCE PARTNERS (ARLP).
Is ARLP widely held by superinvestors?
Many widely followed stocks like ARLP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ARLP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.