Alliance Resource PartnersARLP

13F holders, Q1 2025 (March 31)
160holders −3
23new positions
27sold out
3famous investors
$27.25avg. 13F price*

At the end of Q1 2025, 160 institutions reported holding Alliance Resource Partners (ARLP) in their 13F filings, down 3 from Q4 2024. 23 opened new positions and 27 sold out. The largest holders were Magnolia Group, LLC ($89.2M), Progeny 3, Inc. ($82.8M) and Jackson Hole Capital Partners, LLC ($57.3M). 3 famous investors held it, including Bill Miller (1.6% of Miller Value Partners's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions23$26.3M
Exits27$16.5M

All 13F filers, Q4 2024 → Q1 2025: 2,153,694 shares bought and 2,811,565 shares sold, net −657,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 160 holders

Magnolia Group, LLC 15.11% Reduce -4.8% 3,268,350 $89.2M
Progeny 3, Inc. 5.70% Add +3.2% 3,036,491 $82.8M
Jackson Hole Capital Partners, LLC 11.36% Add +7.3% 2,098,619 $57.3M
Recurrent Investment Advisors LLC 3.05% Add +14.7% 1,319,900 $36.0M
Atlanta Consulting Group Advisors, LLC 9.24% Add +0.1% 1,160,740 $31.7M
Bank of America Corp. 0.00% Reduce -38.4% 1,157,655 $31.6M
JPMorgan Chase & Co. 0.00% Reduce -39.2% 1,104,130 $30.1M
Morgan Stanley 0.00% Reduce -13.5% 879,795 $24.0M
FMR LLC 0.00% Add +22.5% 825,390 $22.5M
Raymond James Financial Inc. 0.01% Add +0.3% 555,667 $15.2M
Huntleigh Advisors, Inc. 2.37% New 539,751 $14.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +74.1% 494,872 $13.5M
Invesco Ltd. 0.00% Add +1.5% 429,852 $11.7M
Vista Investment Partners LLC 3.02% Add +4.6% 363,672 $9.9M
Goldman Sachs Group Inc. 0.00% Reduce -44.5% 344,541 $9.4M
Adams Asset Advisors, LLC 1.26% No change 330,067 $9.0M
Fairbanks Capital Management, Inc. 5.09% Reduce -3.8% 290,325 $7.9M
Bienville Capital Management, LLC 1.75% Reduce -1.9% 264,578 $7.2M
Full Sail Capital, LLC 0.45% No change 252,193 $6.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.42% Add +38.9% 250,000 $6.8M
Mgo One Seven LLC 0.24% New 228,014 $6.2M
Prescott Group Capital Management, L.L.C. 0.84% No change 213,200 $5.8M
First Trust Advisors LP 0.01% Reduce -4.7% 207,375 $5.7M
Keybank National Association 0.02% No change 200,000 $5.5M
Crescent Grove Advisors, LLC 0.57% Add +62.3% 199,454 $5.4M
Energy Income Partners, LLC 0.09% Add +3.6% 168,811 $4.6M
Pinnacle Holdings, LLC 1.54% Reduce -0.1% 128,216 $3.5M
Miller Value Partners 1.58% No change 127,000 $3.5M
HighTower Advisors, LLC 0.00% Reduce -4.3% 125,509 $3.4M
Geode Capital Management, LLC 0.00% Reduce -2.4% 117,394 $3.2M
Exchange Traded Concepts, LLC 0.05% Add +39.5% 101,131 $2.8M
GraniteShares Advisors LLC 1.75% Add +6.5% 100,935 $2.8M
Capital Advisors Inc. 0.05% No change 99,024 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +5.2% 85,002 $2.3M
LPL Financial LLC 0.00% Add +9.2% 80,797 $2.2M
Orvieto Partners, L.P. 1.88% No change 78,744 $2.1M
NFC Investments, LLC 0.57% Add +0.9% 70,400 $1.9M
Hidden Cove Wealth Management, LLC 1.51% Add +100.1% 70,159 $1.9M
Creative Planning 0.00% Add +0.6% 64,726 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +6.6% 64,477 $1.8M
Disciplined Investments, LLC 0.77% Add +2.6% 61,533 $1.7M
Horizon Kinetics Asset Management LLC 0.02% Add +8.5% 59,392 $1.6M
Pekin Hardy Strauss, Inc. 0.19% Add +19.8% 56,205 $1.5M
Stifel Financial Corp. 0.00% Add +5.0% 55,238 $1.5M
Autumn Glory Partners, LLC 0.71% No change 52,300 $1.4M
Cetera Investment Advisers 0.00% Add +8.0% 52,268 $1.4M
Grassi Investment Management 0.13% No change 52,000 $1.4M
Simplex Trading, LLC 0.05% Add +251.2% 51,332 $1.4M
Tidal Investments LLC 0.01% Add +38.2% 47,689 $1.3M
Bokf, NA 0.02% Add +3.7% 46,086 $1.3M
UBS Group AG 0.00% Add +17.6% 41,280 $1.1M
Citadel Advisors 0.00% Reduce -68.9% 40,836 $1.1M
Anthracite Investment Company, Inc. 0.68% No change 39,751 $1.1M
Bramshill Investments, LLC 0.10% Add +0.1% 35,760 $976K
Gabelli Funds LLC 0.01% No change 34,200 $933K
Integrity Alliance, Llc. 0.04% New 34,000 $928K
Cowa, LLC 0.39% No change 33,558 $915K
Jaffetilchin Investment Partners, LLC 0.07% Add +9.2% 33,078 $902K
Formidable Asset Management, LLC 0.15% Reduce -6.4% 32,673 $891K
RiverFront Investment Group, LLC 0.02% No change 32,000 $873K
Osaic Holdings, Inc. 0.00% Add +23.6% 31,871 $869K
Wells Fargo & Company 0.00% Add +5.6% 30,610 $835K
Concurrent Investment Advisors, LLC 0.02% Add +12.2% 29,975 $818K
Inspire Investing, LLC 0.09% New 28,944 $790K
J.W. Cole Advisors, Inc. 0.02% Add +26.5% 27,929 $762K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 27,903 $761K
Intrust Bank NA 0.07% No change 27,097 $739K
AlphaCore Capital LLC 0.06% Add +47.9% 26,091 $712K
Kestra Advisory Services, LLC 0.00% Add +11.9% 25,802 $704K
American Financial Group Inc. 0.30% No change 25,500 $696K
Rockefeller Capital Management L.P. 0.00% Add +25.0% 25,000 $682K
Orion Investment Co 0.28% New 24,800 $677K
BCS Wealth Management 0.16% Add +12.5% 22,459 $613K
Community Trust & Investment Co. 0.04% No change 21,000 $573K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 20,000 $546K
Royal Bank of Canada 0.00% Add +7.0% 19,058 $519K
Texas Yale Capital Corp. 0.02% Add +46.7% 18,977 $518K
Kestra Private Wealth Services, LLC 0.01% Reduce -28.4% 18,941 $517K
Quantum Portfolio Management LLC 0.25% Reduce -16.8% 17,790 $485K
Vident Advisory, LLC 0.01% Reduce -3.9% 17,704 $483K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.34% Reduce -10.5% 17,000 $464K
Mariner, LLC 0.00% Add +6.1% 16,654 $454K
Cadent Capital Advisors, LLC 0.16% Reduce -33.8% 15,776 $430K
Severin Investments, LLC 0.43% Add +5.4% 15,684 $428K
DAVENPORT & Co LLC 0.00% Add +44.2% 15,650 $427K
Hourglass Capital, LLC 0.11% New 15,000 $409K
Moors & Cabot, Inc. 0.02% Add +21.4% 14,752 $402K
Mercer Global Advisors Inc. 0.00% New 14,646 $400K
Neuberger Berman Group LLC 0.00% Reduce -2.3% 14,325 $391K
U S Global Investors Inc. 0.05% New 14,000 $382K
Callahan Advisors, LLC 0.04% No change 14,000 $382K
AQR Capital Management 0.00% Reduce -6.3% 13,555 $370K
Jackson Thornton Wealth Management, LLC 0.05% Reduce -6.3% 13,555 $368K
Fort Sheridan Advisors LLC 0.06% New 13,375 $365K
Clearstead Advisors, LLC 0.01% No change 12,612 $344K
HUB Investment Partners, LLC 0.01% New 12,595 $344K
Doliver Advisors, LP 0.09% No change 12,000 $327K
Howe & Rusling Inc. 0.03% No change 12,000 $327K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -41.2% 11,470 $313K
Cobblestone Capital Advisors LLC 0.02% No change 10,770 $294K
Aull & Monroe Investment Management Corp 0.15% No change 10,700 $292K
Founders Financial Securities LLC 0.02% Add +2.2% 10,608 $290K
Integrated Wealth Concepts LLC 0.00% Add +1.4% 10,600 $289K
Avantax Advisory Services, Inc. 0.00% Add +2.7% 10,585 $289K
Dakota Wealth Management 0.01% No change 10,048 $274K
Resurgent Financial Advisors LLC 0.16% No change 10,000 $273K
Simmons Bank 0.02% No change 10,000 $273K
Inscription Capital, LLC 0.04% — 13,052 $262K
Focus Partners Wealth 0.00% Reduce -2.8% 9,122 $249K
Meridian Wealth Management, LLC 0.01% Add +17.8% 9,028 $246K
MTM Investment Management, LLC 0.09% New 9,038 $243K
Fayez Sarofim & Co 0.00% No change 8,800 $240K
Tweedy, Browne Co LLC 0.02% New 8,755 $239K
Independent Advisor Alliance 0.01% New 8,362 $228K
Smith, Moore & Co. 0.02% Reduce -1.2% 8,350 $228K
Moneco Advisors, LLC 0.02% No change 7,650 $209K
Bank of New York Mellon Corp 0.00% New 7,509 $205K
Moneta Group Investment Advisors LLC 0.00% New 7,462 $204K
Virtus Investment Advisers, LLC 0.04% New 5,837 $159K
Bogart Wealth, LLC 0.01% No change 4,845 $132K
Hills Bank & Trust Co 0.01% New 4,538 $124K
IFP Advisors, Inc 0.00% No change 4,469 $122K
PFS Partners, LLC 0.06% Add +2.6% 4,468 $122K
First United Bank & Trust 0.04% New 3,436 $94K
PNC Financial Services Group, Inc. 0.00% No change 3,003 $82K
BNP Paribas Financial Markets 0.00% Reduce -63.4% 2,961 $81K
Nova Wealth Management, Inc. 0.05% No change 2,055 $56K
State of Wyoming 0.01% Reduce -49.3% 2,019 $55K
Cove Street Capital, LLC 0.09% No change 2,000 $55K
CIBC Private Wealth Group LLC 0.00% New 2,000 $52K
Financial Management Professionals, Inc. 0.01% No change 1,773 $48K
Caption Management, LLC 0.00% Reduce -77.7% 1,665 $45K
Beacon Capital Management, LLC 0.01% Add +1.3% 1,523 $42K
Wealth Preservation Advisors, LLC 0.03% — 1,325 $36K
Pin Oak Investment Advisors Inc. 0.03% No change 1,253 $33K
SVB Wealth LLC 0.00% New 1,171 $32K
Towne Trust Company, N.A 0.01% No change 1,000 $27K
MCF Advisors LLC 0.00% No change 1,000 $27K
Blue Trust, Inc. 0.00% Add +2.6% 967 $26K
Farther Finance Advisors, LLC 0.00% Add +321.3% 969 $26K
Continuum Advisory, LLC 0.00% Reduce -10.6% 955 $26K
EverSource Wealth Advisors, LLC 0.00% Add +2.7% 910 $25K
Parallel Advisors, LLC 0.00% Add +5.0% 886 $24K
Geneos Wealth Management Inc. 0.00% No change 680 $19K
NewEdge Advisors, LLC 0.00% Add +0.9% 656 $18K
Northwestern Mutual Wealth Management Co. 0.00% Add +548.0% 648 $18K
Crewe Advisors LLC 0.00% No change 530 $14K
Inlight Wealth Management, LLC 0.01% New 400 $11K
Sound Income Strategies, LLC 0.00% No change 400 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $11K
Huntington National Bank 0.00% No change 301 $8K
City State Bank 0.00% No change 300 $8K
Cwm, LLC 0.00% Reduce -3.1% 250 $7K
Mather Group, Llc. 0.00% No change 200 $5K
Strategic Investment Solutions, Inc. 0.00% Add +10.3% 75 $2K
Fifth Third Bancorp 0.00% No change 67 $2K
ORG Partners LLC 0.00% New 50 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 22 $611
Brooklyn Investment Group 0.00% New 15 $410
BlackRock, Inc. 0.00% No change 3 $82

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