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Alliance Resource Partners (ARLP): which funds own it

Energy →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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9 concentrated managers hold it with a median weight of 0.5%. 1 officer or director bought in 6 months.

Who owns Alliance Resource Partners?

As of Jun 30, 2026, the largest holders reported on Form 13F were Morgan Stanley (3.4 million shares), Progeny 3 (3.2 million shares) and Magnolia Group (1.3 million shares).

Which institutions hold the most Alliance Resource Partners shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Morgan Stanley: 3.4 million shares
  2. 2. Progeny 3: 3.2 million shares
  3. 3. Magnolia Group: 1.3 million shares
  4. 4. Atlanta Consulting Group Advisors: 1.2 million shares
  5. 5. Lido Advisors: 1.1 million shares
  6. 6. Energy Income Partners: 1.0 million shares
  7. 7. ING Groep: 556,000 shares
  8. 8. Raymond James Financial: 507,215 shares
  9. 9. Invesco: 427,019 shares
  10. 10. Vista Investment Partners: 363,672 shares

Sources:All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Alliance Resource Partners revenue

Alliance Resource Partners reported annual revenue of $2.19 billion for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
9
All 13F: 174
Consensus
6/100
across 9 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$23.98
-13.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (9 → 9): 0 opened · 0 exited = 0

Net flow in the quarter: −$3.3M (−137 K shares) · bought $1.3M and sold $4.6MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of ARLP (all 13F filers)

  • Morgan Stanley3.4 MBank or trading desk · 2.65% of the company−1.4 M
  • Progeny 3concentrated3.2 MType not verified · 2.52% of the company+19 K
  • Magnolia Groupconcentrated1.3 MInvestment firm · 0.98% of the company−149 K
  • Atlanta Consulting Group Advisors1.2 MType not verified · 0.92% of the company−1,500
  • Lido Advisors1.1 MWealth adviser · 0.85% of the company+1.1 M
  • Energy Income Partners1.0 MInvestment firm · 0.81% of the company+307 K
  • ING Groep556 KBank or trading desk · 0.43% of the company+39 K
  • Raymond James Financial507 KWealth adviser · 0.39% of the company+16 K
  • Invesco427 KInvestment firm · 0.33% of the company+3,798
  • Vista Investment Partners364 KType not verified · 0.28% of the company0

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.

Profitability
Operating margin
14.7%
Net margin
12.3%
ROE
15.1%
Growth
Revenue (TTM)
$2.2 bn
Revenue growth
-5.1%
Net income (TTM)
$266M
Balance sheet
Net debt / EBITDA
0.7x
Free cash flow (TTM)
$357M
Quality vs sector
46/100

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
2.30
Interest coverage (operating income ÷ interest)
9.7 timesfiscal 2025
Debt due within 12 months
$81.1M0.73 times cash and investments
Debt maturities by year (note as of Dec 31, 2025)
  • Year 1$28.0M
  • Year 2$29.2M
  • Year 3$6.2M
  • Year 4$400M
  • Year 5$0
  • Later—

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
1
Amount (6 m)
$80.2K
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Energy stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Energy →

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