ARLP — ALLIANCE RESOURCE PARTNERS L
Reported value held$139.69M
Funds holding (latest)17
SectorEnergy
Funds holding (Q2 2026)13
Institutional value$115.13M · 4.80M sh
New / Add / Cut / Exit1 / 6 / 6 / 0
Top-5 / Top-10 concentration94.3% / 99.5%
Institutional holdings change
Reducing -24.9%
(-1.59M sh)
Institutional value change
Down -34.9%
As of Q2 2026, 13 SEC-registered investment managers reported holding ARLP (ALLIANCE RESOURCE PARTNERS L) in their latest 13F filings, with a combined reported value of $115.13M across 4.80M shares. That is -24.9% by share count (-1.59M shares) versus the previous quarter, while reported value moved -34.9%. Ownership is concentrated: the five largest holders account for 94.3% of reported value and the top ten for 99.5%.
Compared with the prior quarter, 1 opened new positions, 6 added to existing stakes, 6 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ARLP is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.41M | $81.81M | 0.01% | Reduce |
| Invesco Ltd history | 427.02K | $10.24M | 0.00% | Add |
| Goldman Sachs Group history | 328.97K | $7.89M | 0.00% | Add |
| Bank of America Corp history | 215.47K | $5.17M | 0.00% | Reduce |
| Citadel Advisors history | 143.90K | $3.45M | 0.00% | Reduce |
| Geode Capital Management history | 121.79K | $2.92M | 0.00% | Add |
| BlackRock Inc history | 45.96K | $1.10M | 0.00% | Add |
| JPMorgan Chase & Co history | 36.40K | $873.21K | 0.00% | New |
| Wells Fargo & Co history | 25.59K | $613.65K | 0.00% | Add |
| UBS Group AG history | 19.74K | $473.29K | 0.00% | Reduce |
| AQR Capital Management history | 11.82K | $283.35K | 0.00% | Reduce |
| Citigroup Inc history | 7.74K | $185.53K | 0.00% | Reduce |
| PNC Financial Services history | 5.00K | $119.88K | 0.00% | Add |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.86M | $134.35M | 0.01% | Add |
| Invesco Ltd history | 423.22K | $11.70M | 0.00% | Hold |
| Citadel Advisors history | 375.98K | $10.40M | 0.00% | Add |
| Bank of America Corp history | 269.65K | $7.46M | 0.00% | Add |
| Goldman Sachs Group history | 221.00K | $6.11M | 0.00% | Reduce |
| Geode Capital Management history | 120.34K | $3.33M | 0.00% | Reduce |
| UBS Group AG history | 56.87K | $1.57M | 0.00% | Add |
| Citigroup Inc history | 25.38K | $701.84K | 0.00% | Reduce |
| Wells Fargo & Co history | 24.99K | $690.97K | 0.00% | Add |
| AQR Capital Management history | 12.09K | $334.18K | 0.00% | Reduce |
| PNC Financial Services history | 2.00K | $55.30K | 0.00% | Hold |
| BlackRock Inc history | 666 | $18.41K | 0.00% | Hold |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.36M | $78.13M | 0.01% | Add |
| Goldman Sachs Group history | 493.64K | $11.47M | 0.00% | Reduce |
| Invesco Ltd history | 424.69K | $9.87M | 0.00% | Reduce |
| Citadel Advisors history | 343.01K | $7.97M | 0.00% | Reduce |
| Bank of America Corp history | 154.78K | $3.60M | 0.00% | Reduce |
| Geode Capital Management history | 121.47K | $2.82M | 0.00% | Add |
| JPMorgan Chase & Co history | 102.77K | $2.39M | 0.00% | Add |
| Citigroup Inc history | 50.38K | $1.17M | 0.00% | Add |
| UBS Group AG history | 46.24K | $1.07M | 0.00% | Reduce |
| AQR Capital Management history | 12.41K | $288.21K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.79K | $273.98K | 0.00% | Reduce |
| PNC Financial Services history | 2.00K | $46.46K | 0.00% | Reduce |
| BlackRock Inc history | 666 | $15.47K | 0.00% | Hold |
Q3 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.72M | $43.53M | 0.00% | Add |
| Goldman Sachs Group history | 530.80K | $13.42M | 0.00% | Reduce |
| Citadel Advisors history | 503.17K | $12.72M | 0.00% | Reduce |
| Invesco Ltd history | 429.07K | $10.85M | 0.00% | Add |
| UBS Group AG history | 269.17K | $6.81M | 0.00% | Add |
| Bank of America Corp history | 202.41K | $5.12M | 0.00% | Reduce |
| Geode Capital Management history | 118.23K | $2.99M | 0.00% | Hold |
| JPMorgan Chase & Co history | 81.24K | $2.05M | 0.00% | Reduce |
| AQR Capital Management history | 12.72K | $321.70K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.99K | $303.23K | 0.00% | Reduce |
| Citigroup Inc history | 8.39K | $212.14K | 0.00% | Reduce |
| PNC Financial Services history | 3.00K | $75.93K | 0.00% | Hold |
| BlackRock Inc history | 666 | $16.84K | 0.00% | Reduce |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.29M | $33.70M | 0.00% | Add |
| Citadel Advisors history | 635.18K | $16.60M | 0.00% | Add |
| Goldman Sachs Group history | 573.57K | $14.99M | 0.00% | Add |
| Invesco Ltd history | 425.59K | $11.12M | 0.00% | Reduce |
| Bank of America Corp history | 303.94K | $7.95M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 180.78K | $4.73M | 0.00% | Reduce |
| Geode Capital Management history | 118.25K | $3.09M | 0.00% | Add |
| UBS Group AG history | 55.67K | $1.46M | 0.00% | Add |
| Wells Fargo & Co history | 23.36K | $610.76K | 0.00% | Reduce |
| Citigroup Inc history | 13.50K | $352.79K | 0.00% | New |
| AQR Capital Management history | 13.17K | $344.34K | 0.00% | Reduce |
| PNC Financial Services history | 3.00K | $78.50K | 0.00% | Hold |
| BlackRock Inc history | 1.33K | $34.74K | 0.00% | Add |
Q1 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.16M | $31.58M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.10M | $30.12M | 0.01% | Reduce |
| Morgan Stanley history | 879.79K | $24.00M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 825.39K | $22.52M | 0.00% | Add |
| Citadel Advisors history | 436.74K | $11.91M | 0.00% | Reduce |
| Invesco Ltd history | 429.85K | $11.73M | 0.00% | Add |
| Goldman Sachs Group history | 344.54K | $9.40M | 0.00% | Reduce |
| Geode Capital Management history | 117.39K | $3.20M | 0.00% | Reduce |
| UBS Group AG history | 41.28K | $1.13M | 0.00% | Add |
| Wells Fargo & Co history | 30.61K | $835.03K | 0.00% | Add |
| AQR Capital Management history | 13.55K | $369.78K | 0.00% | Reduce |
| BNY Mellon history | 7.51K | $204.84K | 0.00% | New |
| PNC Financial Services history | 3.00K | $81.92K | 0.00% | Hold |
| BlackRock Inc history | 3 | $82 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 36.40K sh · $873.21K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.41M | 4.86M | 3.36M | 1.72M | 1.29M | 879.79K | 1.02M | 1.21M | 1.06M | 852.88K | 1.29M | 1.20M | 3.03M | 5.82M | 9.26M | 8.81M | 10.12M | 9.29M | 5.55M | 1.19M |
| Invesco Ltd | 427.02K | 423.22K | 424.69K | 429.07K | 425.59K | 429.85K | 423.48K | 440.63K | 440.04K | 464.60K | 437.98K | 441.60K | 452.00K | 447.08K | 436.97K | 421.37K | 433.20K | 463.03K | 490.83K | 467.50K |
| Goldman Sachs Group | 328.97K | 221.00K | 493.64K | 530.80K | 573.57K | 344.54K | 620.87K | 473.95K | 1.01M | 858.17K | 858.94K | 851.07K | 385.27K | 877.52K | 1.01M | 803.79K | 704.17K | 1.05M | 971.78K | 800.06K |
| Bank of America Corp | 215.47K | 269.65K | 154.78K | 202.41K | 303.94K | 1.16M | 1.88M | 2.20M | 2.16M | 2.11M | 2.43M | 2.43M | 2.44M | 2.59M | 2.44M | 2.14M | 1.91M | 490.07K | 114.83K | 132.92K |
| Citadel Advisors | 143.90K | 375.98K | 343.01K | 503.17K | 635.18K | 436.74K | 532.83K | 336.19K | 362.18K | 450.10K | 632.37K | 463.21K | 482.30K | 719.68K | 841.21K | 754.51K | 527.80K | 556.31K | 637.70K | 638.13K |
| Geode Capital Management | 121.79K | 120.34K | 121.47K | 118.23K | 118.25K | 117.39K | 120.29K | 119.09K | 119.29K | 114.30K | 113.78K | 109.34K | 109.28K | 108.90K | 108.02K | 107.42K | 102.61K | 108.17K | 107.33K | 67.80K |
| BlackRock Inc | 45.96K | 666 | 666 | 666 | 1.33K | 3 | 3 | 3 | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 36.40K | — | 102.77K | 81.24K | 180.78K | 1.10M | 1.82M | 1.77M | 1.87M | 1.74M | 2.10M | 2.11M | 2.23M | 2.10M | 2.33M | 2.44M | 2.60M | 2.61M | 1.92M | 601.06K |
| Wells Fargo & Co | 25.59K | 24.99K | 11.79K | 11.99K | 23.36K | 30.61K | 28.98K | 30.63K | 33.66K | 35.66K | 19.95K | 9.65K | 17.85K | 16.09K | 15.42K | 25.13K | 35.27K | 24.82K | 26.85K | 2.95K |
| UBS Group AG | 19.74K | 56.87K | 46.24K | 269.17K | 55.67K | 41.28K | 35.12K | 93.00K | 36.97K | 43.39K | 42.22K | 38.88K | 37.38K | 36.76K | 74.54K | 92.50K | 55.43K | 59.09K | 5.42K | 18.08K |
| AQR Capital Management | 11.82K | 12.09K | 12.41K | 12.72K | 13.17K | 13.55K | 14.47K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 7.74K | 25.38K | 50.38K | 8.39K | 13.50K | — | — | — | — | 29.27K | 19.36K | 19.71K | — | — | — | 100 | 215 | 500 | 49 | 61.77K |
| PNC Financial Services | 5.00K | 2.00K | 2.00K | 3.00K | 3.00K | 3.00K | 3.00K | 3.00K | 4.25K | 4.25K | 19.45K | 20.45K | 17.20K | 17.20K | 19.90K | 19.20K | 17.20K | 17.20K | 17.20K | 17.20K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | 825.39K | 673.59K | 234.19K | 234.19K | 239.69K | 2 | 1 | 1 | 1 | 1 | — | — | 1 | — | 1 |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 71.56K | 71.49K | — | 25.95K | — | — |
| BNY Mellon | — | — | — | — | — | 7.51K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Moore Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.32K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details