Alliance Resource PartnersARLP

13F holders, Q1 2024 (March 31)
138holders
2famous investors
$20.05avg. 13F price*

At the end of Q1 2024, 138 institutions reported holding Alliance Resource Partners (ARLP) in their 13F filings. The largest holders were Magnolia Group, LLC ($69.0M), Progeny 3, Inc. ($54.8M) and Bank of America Corp. ($42.3M). 2 famous investors held it, including Bill Miller (1.6% of Miller Value Partners's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alliance Resource Partners
CUSIP
01877R108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 138Q1 2024Q2 2024: 157Q2 2024Q3 2024: 151Q3 2024Q4 2024: 163Q4 2024Q1 2025: 160Q1 2025Q2 2025: 168Q2 2025Q3 2025: 164Q3 2025Q4 2025: 170Q4 2025Q1 2026: 184Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$7.7M
Exits21$21.1M

Ownership 138 holders

Magnolia Group, LLC 10.40% Add +7.2% 3,443,871 $69.0M
Progeny 3, Inc. 6.03% Add +5.1% 2,732,061 $54.8M
Bank of America Corp. 0.00% Reduce -13.2% 2,109,464 $42.3M
Jackson Hole Capital Partners, LLC 9.05% Add +1.1% 1,970,449 $39.5M
JPMorgan Chase & Co. 0.00% Reduce -17.1% 1,741,086 $34.9M
Atlanta Consulting Group Advisors, LLC 8.15% — 1,175,428 $23.6M
Recurrent Investment Advisors LLC 2.39% Add +39.6% 1,027,744 $20.6M
Bienville Capital Management, LLC 6.24% Reduce -10.1% 1,023,079 $20.5M
Goldman Sachs Group Inc. 0.00% Reduce -0.1% 858,172 $17.2M
Morgan Stanley 0.00% Reduce -34.1% 852,876 $17.1M
Invesco Ltd. 0.00% Add +6.1% 464,601 $9.3M
Raymond James Financial Services Advisors, Inc. 0.01% Add +3.3% 359,669 $7.2M
Vista Investment Partners LLC 2.40% No change 347,631 $7.0M
First Trust Advisors LP 0.01% Add +19.5% 333,988 $6.7M
Adams Asset Advisors, LLC 0.83% Add +1.1% 310,885 $6.2M
Fairbanks Capital Management, Inc. 4.01% Add +1.3% 290,149 $5.8M
Full Sail Capital, LLC 0.35% No change 252,193 $5.1M
FMR LLC 0.00% Add +11984400.0% 239,690 $4.8M
Prescott Group Capital Management, L.L.C. 0.69% Reduce -19.0% 213,200 $4.3M
Keybank National Association 0.02% No change 200,750 $4.0M
Prevail Innovative Wealth Advisors, LLC 1.33% New 177,872 $3.6M
Crescent Grove Advisors, LLC 0.37% Add +3.4% 175,250 $3.5M
HighTower Advisors, LLC 0.01% Reduce -46.1% 168,354 $3.4M
Energy Income Partners, LLC 0.06% Add +32.9% 156,734 $3.1M
Nomura Holdings Inc. 0.02% Add +100.9% 149,300 $3.0M
Pinnacle Holdings, LLC 1.09% Reduce -0.7% 132,106 $2.6M
Osaic Holdings, Inc. 0.01% Add +337.5% 119,381 $2.4M
Miller Value Partners 1.62% Reduce -21.5% 117,000 $2.3M
Geode Capital Management, LLC 0.00% Add +0.5% 114,304 $2.3M
Capital Advisors Inc. 0.04% Reduce -13.5% 101,549 $2.0M
Simplex Trading, LLC 0.05% Add +255.8% 93,769 $1.9M
Optimist Retirement Group LLC 0.94% Add +243.1% 90,889 $1.8M
Stifel Financial Corp. 0.00% No change 88,566 $1.8M
LPL Financial LLC 0.00% Reduce -22.8% 72,761 $1.5M
Citadel Advisors 0.00% Reduce -64.3% 68,699 $1.4M
NFC Investments, LLC 0.39% Add +28.5% 68,100 $1.4M
Quantum Portfolio Management LLC 0.75% Reduce -7.2% 65,467 $1.3M
U.S. Capital Wealth Advisors, LLC 0.05% No change 60,500 $1.2M
Exchange Traded Concepts, LLC 0.03% New 58,862 $1.2M
Grassi Investment Management 0.10% No change 57,000 $1.1M
Disciplined Investments, LLC 0.62% No change 56,766 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +36.5% 53,357 $1.1M
Cetera Investment Advisers 0.00% Add +245.2% 51,801 $1.0M
SoftVest Advisors, LLC 0.36% No change 50,000 $1.0M
Pekin Hardy Strauss, Inc. 0.13% No change 46,505 $932K
UBS Group AG 0.00% Add +2.8% 43,393 $870K
Autumn Glory Partners, LLC 0.42% Add +8.8% 43,300 $868K
Bramshill Investments, LLC 0.10% Reduce -2.9% 40,841 $819K
Formidable Asset Management, LLC 0.13% Reduce -5.2% 40,835 $819K
Anthracite Investment Company, Inc. 0.40% Reduce -20.1% 39,751 $797K
HRT Financial LP 0.00% Reduce -64.2% 38,195 $765K
Creative Planning 0.00% Reduce -10.1% 37,993 $762K
Wolverine Trading, LLC 0.01% Add +194.9% 37,718 $756K
Tidal Investments LLC 0.01% Reduce -5.2% 36,161 $730K
Gabelli Funds LLC 0.01% No change 36,200 $726K
Wells Fargo & Company 0.00% Add +78.8% 35,662 $715K
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.06% Reduce -31.4% 35,000 $702K
Bokf, NA 0.01% Add +0.3% 34,446 $694K
Cowa, LLC 0.40% No change 33,558 $673K
Raymond James & Associates 0.00% Add +2.7% 32,490 $651K
ELCO Management Co., LLC 0.36% Add +8.5% 29,430 $590K
Citigroup Inc. 0.00% Add +51.2% 29,268 $587K
Cohen & Steers, Inc. 0.00% Reduce -55.8% 28,657 $575K
Intrust Bank NA 0.06% No change 27,097 $543K
State of Tennessee, Department of Treasury 0.00% Add +21.3% 26,921 $540K
Jaffetilchin Investment Partners, LLC 0.05% Add +0.8% 26,308 $527K
Susquehanna International Group, LLP 0.00% Reduce -69.5% 25,556 $512K
American Financial Group Inc. 0.22% Add +2.0% 25,500 $511K
Community Trust & Investment Co. 0.03% No change 21,000 $421K
Cutter & CO Brokerage, Inc. 0.10% No change 20,134 $404K
J.W. Cole Advisors, Inc. 0.02% Add +18.4% 20,102 $403K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.7% 20,118 $403K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.29% No change 20,000 $401K
Rockefeller Capital Management L.P. 0.00% No change 20,000 $401K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 20,000 $401K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -27.0% 16,067 $362K
BCS Wealth Management 0.12% Add +13.0% 17,903 $359K
D.A. Davidson & Co. 0.00% Reduce -10.7% 16,559 $332K
Kestra Private Wealth Services, LLC 0.01% New 16,211 $325K
True North Advisors, LLC 0.09% New 16,188 $325K
Royal Bank of Canada 0.00% Add +4.6% 15,312 $307K
Crew Capital Management, Ltd 0.25% New 15,298 $307K
Neuberger Berman Group LLC 0.00% No change 14,975 $300K
Avantax Advisory Services, Inc. 0.00% Add +2.2% 14,598 $293K
Vident Advisory, LLC 0.01% Add +47.5% 14,478 $290K
Andina Capital Management, LLC 0.22% New 13,889 $278K
XTX Topco Ltd 0.04% New 13,317 $267K
Inscription Capital, LLC 0.04% New 13,052 $262K
Jump Financial, LLC 0.01% Reduce -54.0% 12,880 $258K
Aristides Capital LLC 0.11% New 12,684 $254K
Texas Yale Capital Corp. 0.01% Add +8.6% 12,677 $254K
Janney Montgomery Scott LLC 0.00% Reduce -37.7% 12,194 $244K
Doliver Advisors, LP 0.07% No change 12,000 $241K
Howe & Rusling Inc. 0.02% No change 12,000 $241K
First Financial Bank - Trust Division 0.02% New 11,620 $233K
Aull & Monroe Investment Management Corp 0.10% No change 10,700 $215K
Ameriprise Financial Inc. 0.00% Add +10.3% 10,699 $215K
Cadent Capital Advisors, LLC 0.09% New 10,622 $213K
Axxcess Wealth Management, LLC 0.01% New 10,400 $209K
Resurgent Financial Advisors LLC 0.11% No change 10,000 $201K

"% of holder's portfolio" is ARLP's weight in each manager's 13F, not the share of Alliance Resource Partners the manager owns.

Show all 138 holders