Alliance Resource PartnersARLP

13F holders, Q3 2024 (September 30)
151holders −6
15new positions
21sold out
2famous investors
$25.00avg. 13F price*

At the end of Q3 2024, 151 institutions reported holding Alliance Resource Partners (ARLP) in their 13F filings, down 6 from Q2 2024. 15 opened new positions and 21 sold out. The largest holders were Magnolia Group, LLC ($85.9M), Progeny 3, Inc. ($72.6M) and Bank of America Corp. ($55.1M). 2 famous investors held it, including Bill Miller (1.7% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$32.3M
Exits21$10.0M

All 13F filers, Q2 2024 → Q3 2024: 1,842,006 shares bought and 1,263,175 shares sold, net +578,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

Magnolia Group, LLC 14.53% Reduce -0.3% 3,434,871 $85.9M
Progeny 3, Inc. 6.10% Add +3.5% 2,904,181 $72.6M
Bank of America Corp. 0.00% Add +2.1% 2,202,077 $55.1M
Jackson Hole Capital Partners, LLC 10.24% Add +1.0% 1,964,131 $49.1M
JPMorgan Chase & Co. 0.00% Reduce -5.3% 1,770,817 $44.3M
Morgan Stanley 0.00% Add +13.9% 1,211,919 $30.3M
Atlanta Consulting Group Advisors, LLC 7.23% New 1,165,740 $29.1M
Recurrent Investment Advisors LLC 2.85% Add +6.2% 1,145,145 $28.6M
Goldman Sachs Group Inc. 0.00% Reduce -52.9% 473,954 $11.8M
Invesco Ltd. 0.00% Add +0.1% 440,635 $11.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.6% 364,463 $9.1M
Vista Investment Partners LLC 2.78% No change 347,631 $8.7M
Adams Asset Advisors, LLC 1.12% Add +4.5% 330,067 $8.3M
Fairbanks Capital Management, Inc. 4.75% Reduce -1.4% 302,680 $7.6M
Bienville Capital Management, LLC 1.79% Reduce -1.9% 276,793 $6.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.9% 270,912 $6.8M
First Trust Advisors LP 0.01% Reduce -4.9% 254,140 $6.4M
Full Sail Capital, LLC 0.40% No change 252,193 $6.3M
FMR LLC 0.00% Add +0.0% 234,191 $5.9M
Prescott Group Capital Management, L.L.C. 0.77% No change 213,200 $5.3M
Crescent Grove Advisors, LLC 0.53% Add +15.5% 208,793 $5.2M
Keybank National Association 0.02% No change 200,000 $5.0M
Energy Income Partners, LLC 0.09% Reduce -0.3% 161,912 $4.0M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.28% No change 150,000 $3.8M
HighTower Advisors, LLC 0.01% Reduce -10.1% 148,318 $3.7M
Pinnacle Holdings, LLC 1.47% Add +0.6% 132,670 $3.3M
Stifel Financial Corp. 0.00% Reduce -4.3% 125,695 $3.1M
Nomura Holdings Inc. 0.02% No change 125,000 $3.1M
Geode Capital Management, LLC 0.00% Reduce -0.2% 119,094 $3.0M
Miller Value Partners 1.65% No change 117,000 $2.9M
Capital Advisors Inc. 0.05% Reduce -0.6% 99,024 $2.5M
Optimist Retirement Group LLC 1.05% Add +1.8% 93,462 $2.3M
UBS Group AG 0.00% Add +151.5% 92,997 $2.3M
LPL Financial LLC 0.00% Add +8.2% 75,302 $1.9M
Creative Planning 0.00% Add +0.2% 72,260 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +25.3% 71,390 $1.8M
Exchange Traded Concepts, LLC 0.04% Reduce -1.5% 71,156 $1.8M
NFC Investments, LLC 0.50% Add +2.5% 69,800 $1.7M
U.S. Capital Wealth Advisors, LLC 0.05% No change 60,500 $1.5M
Disciplined Investments, LLC 0.72% Add +3.0% 58,475 $1.5M
Autumn Glory Partners, LLC 0.50% No change 52,300 $1.3M
Grassi Investment Management 0.11% No change 52,000 $1.3M
Cetera Investment Advisers 0.00% Add +0.4% 49,574 $1.2M
Quantum Portfolio Management LLC 0.67% Reduce -22.9% 49,508 $1.2M
Pekin Hardy Strauss, Inc. 0.15% Add +0.9% 46,905 $1.2M
SoftVest Advisors, LLC 0.25% Reduce -9.5% 40,900 $1.0M
Anthracite Investment Company, Inc. 0.47% No change 39,751 $994K
Bramshill Investments, LLC 0.10% Add +0.1% 37,418 $935K
Raymond James & Associates 0.00% Add +2.5% 36,225 $906K
FWG Investments, LLC. 0.78% No change 36,106 $903K
Formidable Asset Management, LLC 0.14% Reduce -4.0% 35,641 $891K
Bokf, NA 0.02% No change 34,446 $866K
Tidal Investments LLC 0.01% Add +1.1% 34,283 $857K
Gabelli Funds LLC 0.01% Reduce -5.5% 34,200 $855K
Cowa, LLC 0.40% No change 33,558 $839K
RiverFront Investment Group, LLC 0.02% New 32,000 $800K
Susquehanna International Group, LLP 0.00% Add +9.7% 31,034 $776K
Wells Fargo & Company 0.00% Reduce -9.0% 30,628 $766K
ELCO Management Co., LLC 0.40% Add +0.4% 29,750 $744K
HRT Financial LP 0.00% Reduce -65.9% 29,718 $742K
Intrust Bank NA 0.07% No change 27,097 $677K
Wolverine Trading, LLC 0.02% Add +19.2% 26,304 $656K
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.3% 25,793 $645K
American Financial Group Inc. 0.29% No change 25,500 $638K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -0.3% 24,968 $624K
Cohen & Steers, Inc. 0.00% No change 23,836 $596K
Cadent Capital Advisors, LLC 0.20% Add +11.3% 23,363 $584K
BNP Paribas Financial Markets 0.00% Add +48.4% 22,446 $561K
J.W. Cole Advisors, Inc. 0.02% Add +3.8% 21,746 $544K
Community Trust & Investment Co. 0.03% No change 21,000 $525K
Kestra Private Wealth Services, LLC 0.01% Add +3.8% 20,940 $524K
Concurrent Investment Advisors, LLC 0.02% Add +49.5% 20,741 $519K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.36% No change 20,000 $500K
Rockefeller Capital Management L.P. 0.00% No change 20,000 $500K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 20,000 $500K
D.A. Davidson & Co. 0.00% Reduce -4.9% 19,810 $495K
Cutter & CO Brokerage, Inc. 0.11% No change 19,534 $488K
Vident Advisory, LLC 0.01% Add +0.7% 19,520 $488K
BCS Wealth Management 0.21% Add +5.7% 19,495 $487K
Osaic Holdings, Inc. 0.00% Reduce -0.5% 17,315 $433K
AlphaCore Capital LLC 0.10% Add +3.0% 17,203 $430K
Andina Capital Management, LLC 0.29% Add +5.2% 15,171 $379K
Alps Advisors Inc. 0.00% New 15,150 $379K
Royal Bank of Canada 0.00% Add +4.9% 14,897 $372K
Neuberger Berman Group LLC 0.00% No change 13,938 $348K
First Financial Bank - Trust Division 0.03% No change 13,081 $327K
Texas Yale Capital Corp. 0.01% No change 12,937 $323K
Clearstead Advisors, LLC 0.00% Add +202.3% 12,612 $315K
Moors & Cabot, Inc. 0.02% New 12,152 $304K
Doliver Advisors, LP 0.08% No change 12,000 $300K
Howe & Rusling Inc. 0.03% No change 12,000 $300K
Counterpoint Mutual Funds LLC 0.05% New 11,502 $288K
Aull & Monroe Investment Management Corp 0.12% No change 10,700 $268K
Mariner, LLC 0.00% Add +12.2% 10,601 $265K
Founders Financial Securities LLC 0.02% Add +2.5% 10,160 $254K
Dakota Wealth Management 0.01% New 10,048 $251K
Resurgent Financial Advisors LLC 0.15% No change 10,000 $250K
Simmons Bank 0.02% No change 10,000 $250K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -39.8% 8,893 $222K
Fayez Sarofim & Co 0.00% No change 8,800 $220K

"% 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 151 holders