Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ARLP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.4M | $81.8M | -29.8% | 2.652% | 0.00% |
| 2 | Progeny 3, Inc. | 3.2M | $77.9M | +0.6% | 2.525% | 4.02% |
| 3 | MAGNOLIA GROUP, LLC | 1.3M | $30.3M | -10.5% | 0.981% | 6.36% |
| 4 | Atlanta Consulting Group Advisors, LLC | 1.2M | $28.3M | -0.1% | 0.916% | 4.48% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1M | $26.4M | -13.9% | 0.857% | 0.00% |
| 6 | Lido Advisors, LLC | 1.1M | $26.3M | — | 0.852% | 0.07% |
| 7 | Energy Income Partners, LLC | 1.0M | $25.1M | +41.7% | 0.812% | 0.39% |
| 8 | ING GROEP NV | 556K | $13.3M | +7.5% | 0.432% | 0.07% |
| 9 | Dayah Capital LLC | 545K | $13.1M | +725.8% | 0.424% | 4.40% |
| 10 | RAYMOND JAMES FINANCIAL INC | 507K | $12.2M | +3.3% | 0.394% | 0.00% |
| 11 | Invesco Ltd. | 427K | $10.2M | +0.9% | 0.332% | 0.00% |
| 12 | VISTA INVESTMENT PARTNERS LLC | 364K | $8.7M | 0.0% | 0.283% | 2.19% |
| 13 | GOLDMAN SACHS GROUP INC | 329K | $7.9M | +48.9% | 0.256% | 0.00% |
| 14 | Fairbanks Capital Management, Inc. | 280K | $6.7M | -0.9% | 0.218% | 3.98% |
| 15 | Adams Asset Advisors, LLC | 259K | $6.2M | +1.4% | 0.201% | 0.70% |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | 254K | $6.1M | -0.4% | 0.198% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 215K | $5.2M | -20.1% | 0.168% | 0.00% |
| 18 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 213K | $5.1M | 0.0% | 0.166% | 0.44% |
| 19 | EXCHANGE TRADED CONCEPTS, LLC | 203K | $4.9M | -7.0% | 0.158% | 0.01% |
| 20 | KEYBANK NATIONAL ASSOCIATION/OH | 200K | $4.8M | 0.0% | 0.155% | 0.02% |
| 21 | MIZUHO MARKETS AMERICAS LLC | 190K | $4.5M | -23.3% | 0.147% | 0.07% |
| 22 | MILLER VALUE PARTNERS, LLC | 187K | $4.5M | +0.9% | 0.145% | 1.06% |
| 23 | Bienville Capital Management, LLC | 174K | $4.2M | -18.6% | 0.135% | 0.56% |
| 24 | FIRST TRUST ADVISORS LP | 174K | $4.2M | -9.7% | 0.135% | 0.00% |
| 25 | NATIXIS | 157K | $3.8M | 0.0% | 0.122% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ARLP — a direct measure of their conviction.
Filings activity in ARLP during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new ARLP position in Q2 2026
Institutions that fully closed their ARLP position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | 4.9% | 16.68% | 2.25 pp | $508M | 24% |
| Q1 2026 | 183 | +11% | 18.93% | +0.86 pp | $666M | +23% |
| Q4 2025 | 165 | +2.5% | 18.07% | +0.30 pp | $541M | 6.7% |
| Q3 2025 | 161 | 1.2% | 17.77% | +0.61 pp | $580M | +9.5% |
| Q2 2025 | 163 | +6.5% | 17.16% | 0.81 pp | $530M | 15% |
| Q1 2025 | 153 | 1.3% | 17.97% | 0.86 pp | $623M | 1.0% |
| Q4 2024 | 155 | +5.4% | 18.83% | 0.16 pp | $629M | +4.6% |
| Q3 2024 | 147 | — | 18.99% | — | $602M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ARLP stock.
Based on Q2 2026 13F filings, institutional ownership of Alliance Resource Partners, L.P. stands at 16.7%, held across 174 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of ARLP, with approximately 3,411,513 shares worth $0.08B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ARLP, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for ARLP is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in ARLP during Q2 2026, while 25 fully exited. 22 added to existing positions and 128 trimmed.
ARLP institutional ownership fell by 2.25 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 65.8% of all reported 13F value in ARLP, and the top 25 account for 82.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Alliance Resource Partners, L.P. (ARLP) Institutional Ownership