ALLIANCE RESOURCE PARTNERS (ARLP) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $605.31M 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 $134.35M in its March 31, 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 $118.07M, representing an estimated loss of -12.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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

179

Total Reported Value

$605.31M

Largest Holder

Morgan Stanley

Largest Position

$134.35M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

196

Funds Exiting Positions

0

Page 1 of 4
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.01%4,858,804$134,345,931$118,068,937-$16,276,994-12.12%
Progeny 3, Inc.4.78%3,229,764$89,302,975$78,483,265-$10,819,710-12.12%
Jackson Hole Capital Partners, Llc9.71%2,119,396$58,601,310$51,501,323-$7,099,987-12.12%
Magnolia Group, Llc7.26%1,411,260$39,021,339$34,293,618-$4,727,721-12.12%
Atlanta Consulting Group Advisors, Llc7.01%1,180,092$32,629,544$28,676,236-$3,953,308-12.12%
Energy Income Partners, Llc0.33%737,328$20,387,120$17,917,070-$2,470,050-12.12%
Ing Groep Nv0.09%517,000$14,295,050$12,563,100-$1,731,950-12.12%
Raymond James Financial Inc0.00%491,064$13,577,919$11,932,855-$1,645,064-12.12%
Invesco Ltd.0.00%423,221$11,702,061$10,284,270-$1,417,791-12.12%
Vista Investment Partners Llc2.66%363,672$10,055,531$8,837,230-$1,218,301-12.12%
Fairbanks Capital Management, Inc.4.90%282,941$7,823,318$6,875,466-$947,852-12.12%
Bank Of America Corp0.00%269,655$7,455,961$6,552,617-$903,345-12.12%
Adams Asset Advisors, Llc0.79%255,397$7,061,727$6,206,147-$855,580-12.12%
Mercer Global Advisors Inc0.01%255,329$7,059,842$6,204,495-$855,347-12.12%
Mizuho Markets Americas Llc0.19%247,000$6,829,550$6,002,100-$827,450-12.12%
Goldman Sachs Group Inc0.00%221,001$6,110,678$5,370,324-$740,354-12.12%
Exchange Traded Concepts, Llc0.05%218,620$6,044,843$5,312,466-$732,377-12.12%
Bienville Capital Management, Llc1.12%213,737$5,909,846$5,193,809-$716,037-12.12%
Prescott Group Capital Management, L.L.C.0.59%213,200$5,894,980$5,180,760-$714,220-12.12%
Keybank National Association/Oh0.02%200,000$5,530,000$4,860,000-$670,000-12.12%
First Trust Advisors Lp0.00%192,532$5,323,509$4,678,528-$644,981-12.12%
Cushing Asset Management, Lp Dba Nxg Investment Management0.26%191,000$5,281,150$4,641,300-$639,850-12.12%
Miller Value PartnersBill Miller1.34%185,256$5,122,328$4,501,721-$620,607-12.12%
Natixis0.02%156,500$4,327,225$3,802,950-$524,275-12.12%
Orvieto Partners, L.P.3.53%149,064$4,121,620$3,622,255-$499,365-12.12%
Geode Capital Management, Llc0.00%120,338$3,327,345$2,924,213-$403,132-12.12%
Lpl Financial Llc0.00%114,507$3,166,127$2,782,520-$383,607-12.12%
Citadel Advisors Llc0.00%106,280$2,938,642$2,582,604-$356,038-12.12%
Horizon Kinetics Asset Management Llc0.03%104,709$2,895,204$2,544,429-$350,775-12.12%
Graniteshares Advisors Llc2.07%103,995$2,875,462$2,527,079-$348,384-12.12%
Capital Advisors Inc/Ok0.04%99,024$2,738,014$2,406,283-$331,731-12.12%
Hightower Advisors, Llc0.00%95,441$2,638,910$2,319,216-$319,694-12.11%
Creative Planning0.00%93,114$2,574,592$2,262,670-$311,922-12.12%
Jane Street Group, Llc0.00%81,307$2,248,139$1,975,760-$272,379-12.12%
Tweedy, Browne Co All Funds (US)B. Tweedy, Ch. Browne0.16%72,382$2,001,362$1,758,883-$242,479-12.12%
Crescent Grove Advisors, Llc0.20%71,682$1,982,007$1,741,873-$240,134-12.12%
Commonwealth Equity Services, Llc0.00%70,418$1,947,050$1,711,157-$235,893-12.12%
Hidden Cove Wealth Management, Llc1.24%70,000$1,935,500$1,701,000-$234,500-12.12%
Disciplined Investments, Llc0.67%67,716$1,872,358$1,645,499-$226,859-12.12%
Pekin Hardy Strauss, Inc.0.19%66,540$1,839,831$1,616,922-$222,909-12.12%
Dayah Capital Llc0.57%66,000$1,824,900$1,603,800-$221,100-12.12%
Cetera Investment Advisers0.00%65,724$1,817,269$1,597,093-$220,176-12.12%
U.S. Capital Wealth Advisors, Llc0.04%64,658$1,787,786$1,571,189-$216,597-12.12%
Ubs Group Ag0.00%56,870$1,572,455$1,381,941-$190,514-12.12%
Bokf, Na0.02%54,446$1,505,432$1,323,038-$182,394-12.12%
Concurrent Investment Advisors, Llc0.02%53,093$1,468,023$1,290,160-$177,863-12.12%
Autumn Glory Partners, Llc0.53%52,000$1,437,800$1,263,600-$174,200-12.12%
Steelpeak Wealth, Llc0.04%50,540$1,397,422$1,228,122-$169,300-12.12%
Barclays Plc0.00%49,468$1,367,790$1,202,072-$165,718-12.12%
Rockefeller Capital Management L.P.0.00%46,471$1,284,943$1,129,245-$155,698-12.12%

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.