Who owns ARLP (ARLP)
Which tracked institutional funds hold ARLP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARLP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ARLP is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 16 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ARLP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARLP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ARLP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 183 tracked filers holding ARLP, 80 increased or opened the position and 62 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ARLP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- MIZUHO MARKETS AMERICAS LLC$7M
- Dayah Capital LLC$2M
- SteelPeak Wealth, LLC$1M
- Marex Group plc$617K
Full exits 3
- NOMURA HOLDINGS INC$3M
- Hartree Partners, LP$671K
- IMC-Chicago, LLC$553K
Largest adds
- MORGAN STANLEY$56M
- Energy Income Partners, LLC$13M
- Progeny 3, Inc.$13M
- Jackson Hole Capital Partners, LLC$10M
- Atlanta Consulting Group Advisors, LLC$6M
- HRT FINANCIAL LP$4M
Largest trims
- MAGNOLIA GROUP, LLC$21M
- MGO ONE SEVEN LLC$6M
- GOLDMAN SACHS GROUP INC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- BARCLAYS PLC$3M
- ING GROEP NV$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,858,804 | $134M | 20.0% | 2026-Q1 |
| Progeny 3, Inc. trimmed | 3,229,764 | $89M | 13.3% | 2026-Q1 |
| Jackson Hole Capital Partners, LLC added | 2,119,396 | $59M | 8.7% | 2026-Q1 |
| MAGNOLIA GROUP, LLC trimmed | 1,411,260 | $39M | 5.8% | 2026-Q1 |
| Atlanta Consulting Group Advisors, LLC added | 1,180,092 | $33M | 4.9% | 2026-Q1 |
| Energy Income Partners, LLC added | 737,328 | $20M | 3.0% | 2026-Q1 |
| ING GROEP NV trimmed | 517,000 | $14M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 491,064 | $14M | 2.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 378,734 | $10M | 1.6% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS LLC | 363,672 | $10M | 1.5% | 2026-Q1 |
| Fairbanks Capital Management, Inc. trimmed | 282,941 | $8M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 269,655 | $7M | 1.1% | 2026-Q1 |
| Adams Asset Advisors, LLC | 255,397 | $7M | 1.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 255,329 | $7M | 1.1% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC new | 247,000 | $7M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 221,001 | $6M | 0.9% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 218,620 | $6M | 0.9% | 2026-Q1 |
| Bienville Capital Management, LLC trimmed | 213,737 | $6M | 0.9% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. trimmed | 213,200 | $6M | 0.9% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 200,000 | $6M | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 192,532 | $5M | 0.8% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 191,000 | $5M | 0.8% | 2026-Q1 |
| Miller Value Partners, LLC added | 185,256 | $5M | 0.8% | 2026-Q1 |
| NATIXIS | 156,500 | $4M | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP added | 156,058 | $4M | 0.6% | 2026-Q1 |
| Orvieto Partners, L.P. added | 149,064 | $4M | 0.6% | 2026-Q1 |
| Pinnacle Holdings, LLC trimmed | 129,109 | $4M | 0.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 120,338 | $3M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 114,507 | $3M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 106,280 | $3M | 0.4% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 104,709 | $3M | 0.4% | 2026-Q1 |
| GraniteShares Advisors LLC trimmed | 103,995 | $3M | 0.4% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK | 99,024 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 95,441 | $3M | 0.4% | 2026-Q1 |
| Creative Planning | 93,114 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 81,307 | $2M | 0.3% | 2026-Q1 |
| Tweedy, Browne Co LLC added | 72,382 | $2M | 0.3% | 2026-Q1 |
| Crescent Grove Advisors, LLC trimmed | 71,682 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 70,418 | $2M | 0.3% | 2026-Q1 |
| Hidden Cove Wealth Management, LLC | 70,000 | $2M | 0.3% | 2026-Q1 |
| Disciplined Investments, LLC added | 67,716 | $2M | 0.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 66,540 | $2M | 0.3% | 2026-Q1 |
| Dayah Capital LLC new | 66,000 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 65,724 | $2M | 0.3% | 2026-Q1 |
| NFC Investments, LLC trimmed | 65,700 | $2M | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 64,658 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG added | 56,870 | $2M | 0.2% | 2026-Q1 |
| BOKF, NA | 54,446 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 53,093 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 51,831 | $1M | 0.2% | 2026-Q1 |
| Autumn Glory Partners, LLC | 52,000 | $1M | 0.2% | 2026-Q1 |
| SteelPeak Wealth, LLC new | 50,540 | $1M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 49,468 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 46,471 | $1M | 0.2% | 2026-Q1 |
| Orion Investment Co added | 44,200 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 39,693 | $1M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 38,593 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 35,956 | $994K | 0.1% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 35,340 | $977K | 0.1% | 2026-Q1 |
| COWA, LLC | 33,558 | $928K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 33,309 | $921K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 32,243 | $892K | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 32,200 | $890K | 0.1% | 2026-Q1 |
| RiverFront Investment Group, LLC | 32,000 | $885K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 31,738 | $878K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 29,930 | $828K | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 27,381 | $757K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 27,356 | $756K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC | 27,193 | $752K | 0.1% | 2026-Q1 |
| BCS Wealth Management trimmed | 26,639 | $737K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 25,673 | $710K | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC | 25,500 | $705K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 25,383 | $702K | 0.1% | 2026-Q1 |
| INTRUST BANK NA | 25,293 | $699K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 25,027 | $692K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 24,990 | $691K | 0.1% | 2026-Q1 |
| Formidable Asset Management, LLC | 24,505 | $678K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 23,339 | $645K | 0.1% | 2026-Q1 |
| Marex Group plc new | 22,300 | $617K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 21,473 | $594K | 0.1% | 2026-Q1 |
| COMMUNITY TRUST & INVESTMENT CO | 21,000 | $581K | 0.1% | 2026-Q1 |
| Fort Sheridan Advisors LLC added | 20,896 | $578K | 0.1% | 2026-Q1 |
| Parvin Asset Management, LLC added | 20,075 | $555K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | 20,000 | $553K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 18,624 | $515K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 18,456 | $510K | 0.1% | 2026-Q1 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 17,000 | $470K | 0.1% | 2026-Q1 |
| FMR LLC added | 825,390 | $23M | 3.4% | 2025-Q1 stale |
| Recurrent Investment Advisors LLC trimmed | 647,283 | $16M | 2.4% | 2025-Q3 stale |
| Huntleigh Advisors, Inc. new | 539,751 | $14M | 2.1% | 2025-Q1 stale |
| Full Sail Capital, LLC | 252,193 | $6M | 0.9% | 2025-Q3 stale |
| NOMURA HOLDINGS INC trimmed | 146,974 | $3M | 0.5% | 2025-Q4 stale |
| BESSEMER GROUP INC | 84,751 | $2M | 0.3% | 2025-Q3 stale |
| Grassi Investment Management | 52,000 | $1M | 0.2% | 2025-Q2 stale |
| Anthracite Investment Company, Inc. | 39,751 | $1M | 0.2% | 2025-Q2 stale |
| INTEGRITY ALLIANCE, LLC. new | 34,000 | $928K | 0.1% | 2025-Q1 stale |
| Inspire Investing, LLC trimmed | 28,944 | $790K | 0.1% | 2025-Q1 stale |
| Hartree Partners, LP new | 28,887 | $671K | 0.1% | 2025-Q4 stale |
| IMC-Chicago, LLC new | 23,820 | $553K | 0.1% | 2025-Q4 stale |
| Quantum Portfolio Management LLC added | 20,154 | $527K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.