Alliance Resource Partners Ownership | Who Owns Alliance Resource Partners?


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Alliance Resource Partners Ownership Summary


Alliance Resource Partners is owned by 12.30% institutional investors, 29.32% insiders, and 58.38% retail investors. Morgan stanley is the largest institutional shareholder, holding 2.62% of ARLP shares. Recurrent MLP & Infrastructure Class I is the top mutual fund, with 0.65% of its assets in Alliance Resource Partners shares.

ARLP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAlliance Resource Partners12.30%29.32%58.38%
SectorEnergy Stocks 147.99%15.23%-63.21%
IndustryCoal Stocks 36.88%12.15%50.97%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley3.36M2.62%$78.13M
Progeny 33.27M2.55%$82.79M
Magnolia group2.58M2.01%$59.97M
Bank of america corp /de/2.16M1.69%$52.76M
Jackson hole capital partners2.10M1.64%$48.90M
Atlanta consulting group advisors1.16M0.90%$26.98M
Fmr673.59K0.53%$17.71M
Ing groep nv668.00K0.52%$15.52M
Goldman sachs group493.64K0.38%$11.47M
Raymond james financial459.46K0.36%$11.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Magnolia group2.58M9.89%$59.97M
Jackson hole capital partners2.10M8.37%$48.90M
Atlanta consulting group advisors1.16M6.11%$26.98M
Progeny 33.27M4.27%$82.79M
Fairbanks capital management288.68K3.95%$7.30M
Orvieto partners139.06K2.61%$3.23M
Vista investment partners363.67K2.21%$8.45M
Graniteshares advisors115.91K1.64%$2.69M
Bienville capital management247.34K1.19%$6.25M
Miller value partners127.00K1.18%$3.21M

Top Buyers

HolderShares% AssetsChange
Morgan stanley3.36M0.00%1.64M
Fmr673.59K0.00%439.40K
Ing groep nv668.00K0.09%289.90K
Mercer global advisors inc /adv268.64K0.01%253.16K
Progeny 33.27M4.27%211.40K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---682.74K
Recurrent investment advisors---647.28K
Mirae asset global etfs---518.45K
Barclays195.88K0.00%-461.31K
Ubs group46.24K0.00%-222.92K

New Positions

HolderShares% AssetsChangeValue
Orvieto partners139.06K2.61%139.06K$3.23M
Imc-chicago23.82K0.00%23.82K$553.34K
Oppenheimer15.34K0.01%15.34K$356.35K
Potomac capital management15.00K0.28%15.00K$348.45M
Srs capital advisors14.83K0.01%14.83K$375.00K

Sold Out

HolderChange
Peak6-1.00
Total investment management-6.00
Ghp investment advisors-20.00
Spire wealth management-44.00
Global retirement partners-50.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025135-22.86%15,786,895-26.66%124.38%54-16.92%28-37.78%
Sep 30, 2025164-8.89%21,450,680-1.33%165.83%59-21.33%434.88%
Jun 30, 20251752.94%21,738,032-4.79%165.34%73-17.05%4037.93%
Mar 31, 2025169-1.74%23,330,071-2.80%185.18%8817.33%30-16.67%
Dec 31, 20241683.70%23,908,4252.11%185.58%7410.45%35-2.78%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Recurrent MLP & Infrastructure Class I836.85K0.65%-443.43K
Fidelity Advisor Global Commodity Stk I774.00K0.60%1.50K
Recurrent MLP & Infrastructure626.45K0.49%-
Fidelity Global Commodity Stock602.90K0.47%-155.90K
Global X SuperDividend™ US ETF519.59K0.40%-1.83K
Invesco SteelPath MLP Select 40 Y378.73K0.29%-
NXG Cushing Midstream Energy Fund200.00K0.16%70.00K
NXG Cushing Midstream Energy ord191.00K0.15%-9.00K
Multi-Asset Diversified Income ETF158.88K0.12%-
Miller Income A127.00K0.10%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 14, 2025Whelan Timothy J SENIOR VICE PRESIDENT SALESSell$1.26M
Dec 13, 2024Whelan Timothy J SENIOR VICE PRESIDENT SALESSell$800.70K
Dec 11, 2024Whelan Timothy J SENIOR VICE PRESIDENT SALESSell$262.50K
Dec 02, 2024Whelan Timothy J SENIOR VICE PRESIDENT SALESSell$280.00K
Dec 06, 2023Mowry Kathleen-Sell$691.57K

Insider Transactions Trends


DateBuySell
2026 Q1--
2025 Q3--
2025 Q1-1
2024 Q4-3
2024 Q3--

ARLP Ownership FAQ


Who Owns Alliance Resource Partners?

Alliance Resource Partners shareholders are primarily institutional investors at 12.30%, followed by 29.32% insiders and 58.38% retail investors. The average institutional ownership in Alliance Resource Partners's industry, Coal Stocks , is 36.88%, which Alliance Resource Partners falls below.

Who owns the most shares of Alliance Resource Partners?

Alliance Resource Partners’s largest shareholders are Morgan stanley (3.36M shares, 2.62%), Progeny 3 (3.27M shares, 2.55%), and Magnolia group (2.58M shares, 2.01%). Together, they hold 7.18% of Alliance Resource Partners’s total shares outstanding.

Does Blackrock own Alliance Resource Partners?

BlackRock is not among the top 10 institutional shareholders of Alliance Resource Partners.

Who is Alliance Resource Partners’s biggest shareholder by percentage of total assets invested?

Magnolia group is Alliance Resource Partners’s biggest shareholder by percentage of total assets invested, with 9.89% of its assets in 2.58M Alliance Resource Partners shares, valued at 59.97M$.

Who is the top mutual fund holder of Alliance Resource Partners shares?

Recurrent MLP & Infrastructure Class I is the top mutual fund holder of Alliance Resource Partners shares, with 0.65% of its total shares outstanding invested in 836.85K Alliance Resource Partners shares.

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