ALLIANCE RESOURCE PARTNERS L (ARLP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
172
Reporting holders
$529.3M
Reported value
15.5%
Of shares outstanding
9.8%
Held as options
-10
Holder change
Institutions report 19,913,660 shares against 128,658,801 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $81.8M | 3,411,513 | 0.00% | 35q | -29.8%-$34.7M |
| Progeny 3, Inc. | $77.9M | 3,248,264 | 4.02% | 19q | +0.6%+$443.6K |
| MAGNOLIA GROUP, LLC | $30.3M | 1,262,583 | 6.36% | 32q | -10.5%-$3.6M |
| Atlanta Consulting Group Advisors, LLC | $28.3M | 1,178,592 | 4.48% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26.4M | options only | 0.00% | 31q | OPTIONS |
| Lido Advisors, LLC | $26.3M | 1,096,756 | 0.07% | new | NEW |
| Energy Income Partners, LLC | $25.1M | 1,044,641 | 0.39% | 15q | +41.7%+$7.4M |
| ING GROEP NV | $13.3M | 556,000 | 0.07% | 5q | +7.5%+$935.2K |
| Dayah Capital LLC | $13.1M | options only | 4.40% | 2q | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $12.2M | 508,738 | 0.01% | 6q | +99.2%+$6.1M |
| RAYMOND JAMES FINANCIAL INC | $12.2M | 507,215 | 0.00% | 7q | +3.3%+$387.3K |
| Invesco Ltd. | $10.2M | 427,019 | 0.00% | 31q | +0.9%+$91.1K |
| EXCHANGE TRADED CONCEPTS, LLC | $9.8M | 406,862 | 0.02% | 10q | +86.1%+$4.5M |
| VISTA INVESTMENT PARTNERS LLC | $8.7M | 363,672 | 2.19% | 11q | HELD |
| GOLDMAN SACHS GROUP INC | $7.9M | 328,974 | 0.00% | 31q | +48.9%+$2.6M |
| Fairbanks Capital Management, Inc. | $6.7M | 280,297 | 3.98% | 31q | -0.9%-$63.4K |
| Adams Asset Advisors, LLC | $6.2M | 259,013 | 0.70% | 31q | +1.4%+$86.7K |
| BANK OF AMERICA CORP /DE/ | $5.2M | 215,467 | 0.00% | 31q | -20.1%-$1.3M |
| Prescott Group Capital Management, L.L.C. | $5.1M | 213,200 | 0.44% | 20q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $4.8M | 200,000 | 0.02% | 23q | HELD |
| MIZUHO MARKETS AMERICAS LLC | $4.5M | 189,500 | 0.07% | 2q | -23.3%-$1.4M |
| Miller Value Partners, LLC | $4.5M | 186,981 | 1.06% | 23q | +0.9%+$41.4K |
| Bienville Capital Management, LLC | $4.2M | 173,893 | 0.56% | 18q | -18.6%-$955.5K |
| FIRST TRUST ADVISORS LP | $4.2M | 173,831 | 0.00% | 15q | -9.7%-$448.4K |
| NATIXIS | $3.8M | 156,500 | 0.02% | 3q | HELD |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $3.6M | 150,000 | 0.16% | 16q | -21.5%-$983.2K |
| Orvieto Partners, L.P. | $3.6M | 149,064 | 2.33% | 3q | HELD |
| CITADEL ADVISORS LLC | $3.5M | options only | 0.00% | 31q | OPTIONS |
| LPL Financial LLC | $3.1M | 128,249 | 0.00% | 31q | +12.0%+$329.5K |
| Pinnacle Holdings, LLC | $3.1M | 128,211 | 0.95% | 31q | -0.7%-$21.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $2.9M | 121,790 | 0.00% | 31q | +1.2%+$34.8K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $2.9M | 120,451 | 0.03% | 7q | +15.0%+$377.5K |
| GraniteShares Advisors LLC | $2.9M | 119,645 | 1.84% | 7q | +15.0%+$375.3K |
| JANE STREET GROUP, LLC | $2.7M | options only | 0.00% | 9q | OPTIONS |
| Tweedy, Browne Co LLC | $2.7M | 111,658 | 0.20% | 6q | +54.3%+$941.8K |
| Crescent Grove Advisors, LLC | $2.7M | 111,178 | 0.22% | 12q | +55.1%+$947.1K |
| CAPITAL ADVISORS INC/OK | $2.4M | 98,126 | 0.03% | 18q | -0.9%-$21.5K |
| HighTower Advisors, LLC | $2.3M | 96,570 | 0.00% | 19q | +1.2%+$27.1K |
| IMC-Chicago, LLC | $2.3M | options only | 0.00% | 8q | OPTIONS |
| Creative Planning | $2.1M | 88,327 | 0.00% | 31q | -5.1%-$114.8K |
| SIMPLEX TRADING, LLC | $2.1M | options only | 0.00% | 2q | OPTIONS |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 82,952 | 0.00% | 31q | +17.8%+$300.6K |
| Arax Advisory Partners | $2.0M | 82,273 | 0.01% | 4q | +515.7%+$1.7M |
| Pekin Hardy Strauss, Inc. | $1.8M | 76,849 | 0.16% | 19q | +15.5%+$247.2K |
| GROUP ONE TRADING LLC | $1.7M | options only | 0.00% | 31q | OPTIONS |
| SteelPeak Wealth, LLC | $1.4M | 57,740 | 0.04% | 2q | +14.2%+$172.7K |
| Tidal Investments LLC | $1.4M | 56,864 | 0.00% | 13q | +47.3%+$438.1K |
| Hidden Cove Wealth Management, LLC | $1.3M | 56,000 | 0.74% | 7q | -20.0%-$335.7K |
| Cetera Investment Advisers | $1.3M | 54,522 | 0.00% | 14q | -17.0%-$268.6K |
| BOKF, NA | $1.3M | 54,446 | 0.02% | 30q | HELD |
| TCFG Investment Advisors, LLC | $1.2M | 51,290 | 0.41% | new | NEW |
| Rockefeller Capital Management L.P. | $1.1M | 46,821 | 0.00% | 13q | +0.8%+$8.4K |
| BlackRock, Inc. | $1.1M | 45,962 | 0.00% | 8q | +6801.2%+$1.1M |
| Kestra Advisory Services, LLC | $1.0M | 43,652 | 0.00% | 7q | +10.0%+$94.9K |
| Orion Investment Co | $1.0M | 43,600 | 0.31% | 6q | -1.4%-$14.4K |
| Concurrent Investment Advisors, LLC | $1.0M | 43,090 | 0.01% | 9q | -18.8%-$239.9K |
| Bramshill Investments, LLC | $948.2K | 39,541 | 0.07% | 11q | +11.9%+$100.7K |
| Mariner, LLC | $929.8K | 38,775 | 0.00% | 9q | +7.8%+$67.6K |
| JPMORGAN CHASE & CO | $873.2K | 36,399 | 0.00% | 21q | -29.8%-$370.2K |
| KIM, LLC | $828.1K | 34,535 | 0.08% | new | NEW |
| BARCLAYS PLC | $811.2K | 33,827 | 0.00% | 5q | -31.6%-$375.1K |
| COWA, LLC | $804.7K | 33,558 | 0.20% | 23q | HELD |
| GABELLI FUNDS LLC | $772.2K | 32,200 | 0.00% | 31q | HELD |
| RiverFront Investment Group, LLC | $767.4K | 32,000 | 0.01% | 8q | HELD |
| STIFEL FINANCIAL CORP | $714.8K | 29,807 | 0.00% | 31q | -10.5%-$84.0K |
| ROYAL BANK OF CANADA | $697.0K | 29,070 | 0.00% | 31q | +6.3%+$41.1K |
| BNP PARIBAS FINANCIAL MARKETS | $654.9K | 27,311 | 0.00% | 10q | +2323.3%+$627.9K |
| AlphaCore Capital LLC | $652.1K | 27,193 | 0.01% | 9q | HELD |
| BCS Wealth Management | $652.1K | 27,193 | 0.12% | 11q | +2.1%+$13.3K |
| Autumn Glory Partners, LLC | $623.5K | 26,000 | 0.18% | 12q | -50.0%-$623.5K |
| WELLS FARGO & COMPANY/MN | $613.6K | 25,590 | 0.00% | 31q | -48.8%-$584.9K |
| AMERICAN FINANCIAL GROUP INC | $611.5K | 25,500 | 0.22% | 13q | HELD |
| INTRUST BANK NA | $606.5K | 25,293 | 0.04% | 31q | HELD |
| Meridian Wealth Management, LLC | $601.0K | 25,063 | 0.02% | 7q | HELD |
| J.W. COLE ADVISORS, INC. | $571.0K | 23,813 | 0.01% | 17q | -7.2%-$44.6K |
| Formidable Asset Management, LLC | $569.8K | 23,763 | 0.09% | 13q | -3.0%-$17.8K |
| CAPTRUST FINANCIAL ADVISORS | $504.1K | 20,923 | 0.00% | 3q | +66.3%+$201.0K |
| COMMUNITY TRUST & INVESTMENT CO | $503.6K | 21,000 | 0.03% | 17q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $502.8K | 20,966 | 0.00% | 3q | -10.2%-$56.9K |
| Parvin Asset Management, LLC | $491.6K | 20,500 | 0.39% | 5q | +2.1%+$10.2K |
| GLENMEDE TRUST CO NA | $484.4K | 20,200 | 0.00% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $479.6K | 20,000 | 0.00% | 31q | HELD |
| Abel Hall, LLC | $479.6K | 20,000 | 0.08% | 2q | +100.0%+$239.8K |
| Fort Sheridan Advisors LLC | $474.8K | 19,801 | 0.05% | 6q | -5.2%-$26.3K |
| UBS Group AG | $473.3K | 19,737 | 0.00% | 31q | -65.3%-$890.4K |
| Pathway Financial Advisers, LLC | $468.8K | 19,550 | 0.12% | 2q | +23.2%+$88.3K |
| Focus Partners Wealth | $427.2K | 17,814 | 0.00% | 8q | -3.5%-$15.4K |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $407.7K | 17,000 | 0.24% | 12q | HELD |
| Cadent Capital Advisors, LLC | $402.3K | 16,776 | 0.08% | 10q | HELD |
| Security National Bank | $382.0K | 15,931 | 0.05% | 4q | HELD |
| COMMERCE BANK | $340.0K | 14,179 | 0.00% | 3q | +0.7%+$2.4K |
| NEUBERGER BERMAN GROUP LLC | $337.9K | 14,093 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $312.9K | 13,048 | 0.00% | 2q | -52.9%-$351.6K |
| US BANCORP \DE\ | $311.7K | 13,000 | 0.00% | 5q | HELD |
| Clearstead Advisors, LLC | $302.4K | 12,612 | 0.00% | 9q | HELD |
| CWA Asset Management Group, LLC | $296.4K | 12,361 | 0.01% | new | NEW |
| MGO ONE SEVEN LLC | $295.2K | 12,310 | 0.00% | 6q | -42.7%-$219.7K |
| JONES FINANCIAL COMPANIES LLLP | $288.7K | 11,792 | 0.00% | 5q | +20.5%+$49.1K |
| OSAIC HOLDINGS, INC. | $287.8K | 12,001 | 0.00% | 26q | -25.3%-$97.7K |
| HOWE & RUSLING INC | $287.8K | 12,000 | 0.02% | 16q | HELD |
Showing the largest 100 of 178 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 172 | $529.3M | 19,913,660 | 19 | 48 | 40 | 9.8% |
| Q1 2026 | 182 | $680.2M | 22,139,916 | 35 | 44 | 35 | 10.0% |
| Q4 2025 | 166 | $542.8M | 21,705,394 | 24 | 43 | 39 | 7.1% |
| Q3 2025 | 158 | $580.9M | 21,174,907 | 13 | 42 | 37 | 7.8% |
| Q2 2025 | 162 | $608.0M | 20,580,014 | 17 | 44 | 39 | 11.5% |
| Q1 2025 | 161 | $695.1M | 23,078,835 | 25 | 53 | 30 | 9.5% |
| Q4 2024 | 160 | $701.8M | 24,863,363 | 21 | 42 | 34 | 6.9% |
| Q3 2024 | 142 | $665.1M | 24,832,051 | 16 | 41 | 27 | 6.7% |
| Q2 2024 | 144 | $636.8M | 24,278,374 | 31 | 38 | 32 | 6.7% |
| Q1 2024 | 127 | $566.5M | 26,696,742 | 17 | 42 | 28 | 5.5% |
| Q4 2023 | 126 | $621.1M | 26,401,842 | 12 | 50 | 22 | 10.0% |
| Q3 2023 | 129 | $564.7M | 22,029,745 | 24 | 28 | 33 | 12.1% |
| Q2 2023 | 112 | $532.1M | 25,833,865 | 17 | 38 | 24 | 10.2% |
| Q1 2023 | 112 | $677.4M | 30,125,481 | 19 | 35 | 25 | 10.3% |
| Q4 2022 | 105 | $740.1M | 32,504,524 | 20 | 31 | 20 | 10.8% |
| Q3 2022 | 123 | $824.8M | 32,707,996 | 21 | 36 | 32 | 9.1% |
| Q2 2022 | 117 | $682.9M | 34,527,486 | 24 | 27 | 27 | 7.7% |
| Q1 2022 | 105 | $489.0M | 29,583,629 | 13 | 34 | 21 | 6.6% |
| Q4 2021 | 107 | $417.1M | 29,726,609 | 11 | 30 | 22 | 9.9% |
| Q3 2021 | 100 | $275.4M | 23,326,945 | 17 | 25 | 18 | 8.1% |
| Q2 2021 | 91 | $171.9M | 22,172,368 | 11 | 24 | 19 | 7.1% |
| Q1 2021 | 92 | $143.5M | 23,273,682 | 8 | 15 | 29 | 5.9% |
| Q4 2020 | 95 | $122.6M | 24,404,422 | 13 | 13 | 31 | 10.8% |
| Q3 2020 | 95 | $47.3M | 15,515,010 | 14 | 10 | 26 | 9.2% |
| Q2 2020 | 97 | $53.8M | 14,669,332 | 10 | 20 | 27 | 11.1% |
| Q1 2020 | 110 | $76.0M | 20,765,179 | 14 | 28 | 30 | 15.0% |
| Q4 2019 | 122 | $315.6M | 26,259,504 | 8 | 30 | 36 | 10.0% |
| Q3 2019 | 134 | $460.8M | 27,996,772 | 16 | 38 | 38 | 2.7% |
| Q2 2019 | 137 | $528.8M | 29,728,324 | 17 | 36 | 42 | 4.5% |
| Q1 2019 | 144 | $660.3M | 31,770,536 | 17 | 41 | 42 | 2.0% |
| Q4 2018 | 141 | $607.6M | 34,648,954 | 2 | 3 | 2 | 1.1% |