DaveManuel.com · Institutional Ownership · Who Owns It
ALLIANCE RESOURCE PARTNERS L (ARLP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
180
Reporting holders
$526.6M
Reported value
15.4%
Of shares outstanding
7.6%
Calls
2.3%
Puts
-9
Holder change
Institutions report 19,800,354 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 CALL+PUT | 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 CALL | options only | 4.40% | 2q | OPTIONS |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $6.1M | 254,369 | 0.01% | 6q | HELD |
| 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $4.9M | 203,431 | 0.02% | 10q | -6.9%-$364.2K |
| 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 CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| HRT FINANCIAL LP | $3.2M | 134,854 | 0.01% | 5q | -13.6%-$508.3K |
| 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 CALL+PUT | 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 CALL+PUT | options only | 0.00% | 8q | OPTIONS |
| Creative Planning | $2.1M | 88,327 | 0.00% | 31q | -5.1%-$114.8K |
| SIMPLEX TRADING, LLC | $2.1M CALL+PUT | 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 |
| NFC Investments, LLC | $1.8M | 75,700 | 0.46% | 11q | +15.2%+$239.8K |
| GROUP ONE TRADING LLC | $1.7M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 62,360 | 0.00% | 15q | +108.4%+$778.0K |
| 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 |
| Jaffetilchin Investment Partners, LLC | $770.0K | 32,112 | 0.04% | 13q | 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 | +2.4%+$14.4K |
| 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 incl. $2.4K options CALL | 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 |
| GSA CAPITAL PARTNERS LLP | $433.0K | 18,043 | 0.03% | new | NEW |
| 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 |
| Cygnus Capital Advisors, LLC | $321.0K | 13,374 | 0.22% | 3q | -1.8%-$6.0K |
| AMERIPRISE FINANCIAL INC | $312.9K | 13,048 | 0.00% | 2q | -5.8%-$19.3K |
| US BANCORP \DE\ | $311.7K | 13,000 | 0.00% | 5q | HELD |
Showing the largest 100 of 180 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $39.8M | 1,616,494 | 5 | 16 | 2 | 1.2% |
| Q2 2026 | 180 | $526.6M | 19,800,354 | 19 | 52 | 42 | 9.8% |
| Q1 2026 | 189 | $686.7M | 22,375,174 | 34 | 48 | 37 | 9.9% |
| Q4 2025 | 176 | $546.2M | 21,852,981 | 24 | 46 | 42 | 7.1% |
| Q3 2025 | 168 | $595.8M | 21,610,464 | 13 | 46 | 40 | 8.3% |
| Q2 2025 | 176 | $627.1M | 21,125,798 | 22 | 49 | 39 | 11.9% |
| Q1 2025 | 170 | $709.5M | 23,394,766 | 25 | 60 | 31 | 10.1% |
| Q4 2024 | 171 | $715.5M | 25,204,540 | 22 | 47 | 35 | 7.4% |
| Q3 2024 | 157 | $679.4M | 25,184,440 | 17 | 46 | 30 | 7.3% |
| Q2 2024 | 161 | $651.4M | 24,676,732 | 34 | 44 | 36 | 7.3% |
| Q1 2024 | 143 | $579.6M | 27,146,589 | 18 | 50 | 32 | 6.1% |
| Q4 2023 | 142 | $634.9M | 26,914,701 | 15 | 54 | 27 | 10.2% |
| Q3 2023 | 148 | $584.7M | 22,803,182 | 26 | 36 | 37 | 12.1% |
| Q2 2023 | 131 | $545.2M | 26,387,908 | 23 | 44 | 26 | 10.5% |
| Q1 2023 | 129 | $688.4M | 30,558,760 | 20 | 37 | 31 | 10.5% |
| Q4 2022 | 128 | $807.0M | 35,731,851 | 21 | 32 | 32 | 10.0% |
| Q3 2022 | 122 | $7.0B | 300,857,139 | 21 | 36 | 31 | 1.1% |
| Q2 2022 | 115 | $5.6B | 302,225,896 | 23 | 26 | 27 | 1.0% |
| Q1 2022 | 104 | $4.9B | 315,444,715 | 13 | 34 | 20 | 0.7% |
| Q4 2021 | 106 | $4.0B | 310,067,747 | 10 | 30 | 22 | 1.0% |
| Q3 2021 | 100 | $3.1B | 281,086,927 | 17 | 25 | 18 | 0.7% |
| Q2 2021 | 91 | $2.0B | 275,540,746 | 11 | 24 | 19 | 0.6% |
| Q1 2021 | 92 | $1.6B | 273,123,582 | 8 | 15 | 29 | 0.5% |
| Q4 2020 | 95 | $1.2B | 274,002,574 | 13 | 12 | 32 | 1.1% |
| Q3 2020 | 94 | $859.1M | 308,586,133 | 13 | 10 | 26 | 0.5% |
| Q2 2020 | 97 | $1.0B | 313,129,573 | 10 | 20 | 27 | 0.6% |
| Q1 2020 | 109 | $1.0B | 334,226,321 | 14 | 27 | 30 | 1.1% |
| Q4 2019 | 121 | $3.6B | 327,652,926 | 8 | 30 | 36 | 0.9% |
| Q3 2019 | 133 | $5.8B | 359,655,898 | 16 | 38 | 37 | 0.2% |
| Q2 2019 | 136 | $6.1B | 357,628,451 | 17 | 36 | 41 | 0.4% |
| Q1 2019 | 143 | $5.1B | 250,159,433 | 17 | 41 | 41 | 0.3% |
| Q4 2018 | 140 | $4.4B | 254,628,328 | 2 | 3 | 2 | 0.2% |