Who Owns Alliance Resource Partners L.P. Stock?
NASDAQ: ARLPEnergyCoal MiningUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 16.34%
- Held by insiders
- 29.35%
- Institutional holders
- 197
- Institutions 16.3%
- Insiders 29.3%
- Public and other 54.3%
Who owns Alliance Resource Partners L.P. stock?
Institutional investors own about 16.3% of Alliance Resource Partners L.P.'s shares, spread across 197 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 29.35% of ARLP.
The largest institutional holders are Morgan Stanley (2.65%), Progeny 3, Inc. (2.52%) and Magnolia Group, LLC (0.98%). Together, the top 10 institutions control 10.2% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their ARLP positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ARLP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 3.41M | 2.65% | -29.8% |
| Progeny 3, Inc. | 3.25M | 2.52% | +0.6% |
| Magnolia Group, LLC | 1.26M | 0.98% | -10.5% |
| Atlanta Consulting Group Advisors, LLC | 1.18M | 0.92% | -0.1% |
| Lido Advisors, LLC | 1.10M | 0.85% | +100.0% |
| Energy Income Partners, LLC | 1.04M | 0.81% | +41.7% |
| ING Groep N.V. | 556.00K | 0.43% | +7.5% |
| Raymond James Financial, Inc. | 507.21K | 0.39% | +3.3% |
| Invesco Ltd. | 427.02K | 0.33% | +0.9% |
| Vista Investment Partners LLC | 363.67K | 0.28% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ARLP
| Fund | Shares | % Held |
|---|---|---|
| First TRT Exch-Trd Fd. IV-FT Energy Income Part. Strategy ETF | 389.14K | 0.30% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | 378.73K | 0.29% |
| First TRT Exch-Trd Fd. VIII-FT Energy Income Part. Enhanced Income ETF | 326.58K | 0.25% |
| First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd. | 179.97K | 0.14% |
| NXG Cushing Midstream Energy Fund | 150.00K | 0.12% |
| Advisor Managed Portfolios-Miller Income Fund | 132.00K | 0.10% |
| GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF | 119.64K | 0.09% |
| EXCHANGE TRADED CONCEPTS TRUST-Range Global Coal Index ETF | 111.81K | 0.09% |
| RBB Fund Trust-Tweedy, Browne Insider & Value ETF | 80.96K | 0.06% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 79.06K | 0.06% |
Frequently asked questions
Who is the largest shareholder of Alliance Resource Partners L.P.?
Morgan Stanley is the largest institutional shareholder of ARLP, owning 2.65% of shares outstanding (3.41M shares) as of its latest 13F filing.
What percentage of Alliance Resource Partners L.P. is owned by institutions?
Institutions own about 16.3% of ARLP shares and 23.1% of the public float.
How much of Alliance Resource Partners L.P. do insiders own?
Insiders, such as officers and directors, own about 29.35% of ARLP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.