Notify me when ADVISORY RESEARCH INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 143 | $795,728,933 | +$83,593,731 | -$62,864,251 | +$20,729,480 | TRS, OPLN, TSM, DJCO, TPR | 13F-HR | 13 Feb 2026, 16:38 |
| Q3 2025 | 149 | $761,444,940 | +$127,650,813 | -$99,270,963 | +$28,379,850 | TSM, KAR, TRS, PM, AVGO | 13F-HR | 13 Nov 2025, 16:29 |
| Q2 2025 | 142 | $650,932,007 | +$82,251,485 | -$50,823,367 | +$31,428,118 | BELFB, TRS, PM, AVGO, TSM | 13F-HR | 13 Aug 2025, 16:01 |
| Q1 2025 | 148 | $567,296,121 | +$79,317,697 | -$83,940,837 | -$4,623,140 | BELFB, JBTM, TRS, PM, PHIN | 13F-HR | 14 May 2025, 11:46 |
| Q4 2024 | 152 | $601,664,765 | +$76,519,154 | -$45,139,197 | +$31,379,957 | BELFB, JBTM, AVGO, PHIN, TRS | 13F-HR | 13 Feb 2025, 17:05 |
| Q3 2024 | 156 | $562,877,223 | +$77,769,286 | -$71,568,026 | +$6,201,260 | MLR, BELFB, PHIN, AVGO, TSM | 13F-HR | 13 Nov 2024, 19:11 |
| Q2 2024 | 160 | $531,617,926 | +$99,664,834 | -$63,636,101 | +$36,028,733 | MLR, MSFT, ESGR, TSM, AVGO | 13F-HR | 13 Aug 2024, 13:37 |
| Q1 2024 | 157 | $502,934,156 | +$98,742,862 | -$281,844,719 | -$183,101,857 | MSFT, MLR, ESGR, VVI, HUBB | 13F-HR | 14 May 2024, 13:58 |
| Q4 2023 | 331 | $648,331,891 | +$105,199,554 | -$258,250,401 | -$153,050,847 | MSFT, ESGR, MLR, MDC, VVI | 13F-HR | 13 Feb 2024, 15:04 |
| Q3 2023 | 424 | $720,247,917 | +$121,999,268 | -$149,869,126 | -$27,869,858 | MSFT, MLR, ESGR, ABG, AAPL | 13F-HR | 13 Nov 2023, 12:08 |
| Q2 2023 | 436 | $779,835,508 | +$274,304,216 | -$137,635,698 | +$136,668,518 | MSFT, RS, AAPL, ESGR, PFGC | 13F-HR | 14 Aug 2023, 13:54 |
| Q1 2023 | 348 | $608,456,192 | +$87,226,585 | -$565,610,819 | -$478,384,234 | MSFT, RS, PFGC, ACN, ESGR | 13F-HR | 12 May 2023, 15:31 |
| Q4 2022 | 364 | $1,063,127,563 | +$171,325,910 | -$195,703,133 | -$24,377,223 | FANG, OVV, ERF, SM, DEN | 13F-HR | 13 Feb 2023, 12:24 |
| Q3 2022 | 353 | $1,022,915,000 | +$155,702,930 | -$180,115,636 | -$24,412,706 | DEN, SM, OVV, ERF, CHK | 13F-HR | 14 Nov 2022, 20:57 |
| Q2 2022 | 370 | $1,024,241,000 | +$182,160,190 | -$238,129,282 | -$55,969,092 | DEN, SM, OVV, AR, ERF | Restatement | 17 Aug 2022, 13:09 |
| Q1 2022 | 400 | $1,247,730,000 | +$234,287,593 | -$284,096,636 | -$49,809,043 | DEN, SM, AR, DVN, OVV | 13F-HR | 16 May 2022, 11:21 |
| Q4 2021 | 351 | $1,270,804,000 | +$210,419,472 | -$590,463,751 | -$380,044,279 | DEN, EQT, SM, DVN, CTRA | 13F-HR | 10 Feb 2022, 19:33 |
| Q3 2021 | 355 | $1,557,343,000 | +$403,689,453 | -$363,165,795 | +$40,523,658 | DEN, EQT, DVN, VVV, SM | 13F-HR | 12 Nov 2021, 12:51 |
| Q2 2021 | 353 | $1,518,685,000 | +$261,514,751 | -$278,469,384 | -$16,954,633 | DEN, FANG, DVN, VVV, JPM | 13F-HR | 13 Aug 2021, 17:40 |
| Q1 2021 | 338 | $1,419,802,000 | +$338,848,752 | -$472,481,066 | -$133,632,314 | FANG, DEN, DVN, JPM, VVV | 13F-HR | 11 May 2021, 18:59 |
| Q4 2020 | 314 | $1,363,795,000 | +$439,312,170 | -$299,151,304 | +$140,160,866 | TSM, FANG, BTI, WPX, JPM | 13F-HR | 12 Feb 2021, 15:04 |
| Q3 2020 | 302 | $1,025,873,000 | +$115,314,054 | -$273,701,424 | -$158,387,370 | TSM, VVV, UNH, MSFT, WPX | 13F-HR | 12 Nov 2020, 17:23 |
| Q2 2020 | 306 | $1,123,979,000 | +$259,603,217 | -$833,048,513 | -$573,445,296 | VVV, MSFT, UNH, WPX, FANG | 13F-HR | 13 Aug 2020, 16:52 |
| Q1 2020 | 278 | $1,442,702,000 | +$446,804,124 | -$644,463,487 | -$197,659,363 | CORE, MSFT, ESGR, CNNE, UNH | 13F-HR | 12 May 2020, 14:35 |
| Q4 2019 | 303 | $2,175,912,000 | +$402,074,399 | -$444,092,373 | -$42,017,974 | WPX, HHC, TRS, CORE, BCO | 13F-HR | 11 Feb 2020, 14:48 |
| Q3 2019 | 312 | $2,077,094,000 | +$138,879,356 | -$3,112,465,604 | -$2,973,586,248 | WPX, TRS, HHC, CNNE, BCO | 13F-HR | 12 Nov 2019, 15:20 |
| Q2 2019 | 362 | $5,085,856,000 | +$259,767,690 | -$273,282,884 | -$13,515,194 | ET, EPD, MMP, DCP, MPLX | 13F-HR | 14 Aug 2019, 13:56 |
| Q1 2019 | 340 | $5,176,753,000 | +$758,524,737 | -$952,623,894 | -$194,099,157 | ET, EPD, MMP, DCP, ENLC | 13F-HR | 14 May 2019, 17:44 |
| Q4 2018 | 362 | $4,721,545,000 | +$751,181,062 | -$1,043,794,595 | -$292,613,533 | ET, TGE, DCP, MPLX, EPD | 13F-HR | 13 Feb 2019, 13:52 |
| Q3 2018 | 360 | $6,113,553,000 | +$640,708,737 | -$1,044,227,907 | -$403,519,170 | DCP, ETP, WMB, TRGP, MPLX | 13F-HR | 13 Nov 2018, 12:12 |
| Q2 2018 | 363 | $6,247,895,000 | +$1,386,252,462 | -$1,062,681,075 | +$323,571,387 | DCP, WPZ, ETP, MPLX, OKE | 13F-HR | 14 Aug 2018, 13:23 |
| Q1 2018 | 368 | $5,562,078,000 | +$475,387,856 | -$518,133,067 | -$42,745,211 | DCP, MPLX, ETP, WPZ, BPL | 13F-HR | 15 May 2018, 13:08 |
| Q4 2017 | 407 | $6,042,798,000 | +$405,959,884 | -$610,519,100 | -$204,559,216 | DCP, MPLX, ETP, WPZ, BPL | 13F-HR | 08 Feb 2018, 17:14 |
| Q3 2017 | 427 | $6,283,501,000 | +$747,619,185 | -$818,614,377 | -$70,995,192 | DCP, ETP, MPLX, WPZ, BPL | 13F-HR | 14 Nov 2017, 09:32 |
| Q2 2017 | 424 | $6,310,073,000 | +$1,047,680,768 | -$1,059,428,516 | -$11,747,748 | DCP, ETP, WPZ, BPL, MPLX | Restatement | 22 Aug 2017, 16:33 |
| Q1 2017 | 394 | $6,782,093,000 | +$772,756,542 | -$770,430,404 | +$2,326,138 | DCP, ETP, WPZ, MPLX, BPL | 13F-HR | 15 May 2017, 09:45 |
| Q4 2016 | 357 | $6,725,752,000 | +$802,205,410 | -$481,967,090 | +$320,238,320 | DCP, ETP, WPZ, MPLX, BPL | 13F-HR | 13 Feb 2017, 13:01 |
| Q3 2016 | 254 | $6,147,589,000 | +$504,224,950 | -$499,277,753 | +$4,947,197 | DCP, ETP, WPZ, BPL, MPLX | Restatement | 14 Nov 2016, 13:09 |
| Q2 2016 | 251 | $5,804,722,000 | +$540,029,037 | -$756,955,721 | -$216,926,684 | DCP, ETP, BPL, MPLX, WPZ | 13F-HR | 15 Aug 2016, 18:29 |
| Q1 2016 | 260 | $5,288,141,000 | +$550,208,373 | -$1,568,852,767 | -$1,018,644,394 | DCP, BPL, MPLX, EPD, ETP | 13F-HR | 16 May 2016, 10:45 |
| Q4 2015 | 277 | $6,595,161,000 | +$949,634,327 | -$954,560,413 | -$4,926,086 | BPL, MPLX, DCP, EPD, CST | 13F-HR | 16 Feb 2016, 12:12 |
| Q3 2015 | 296 | $7,026,499,000 | +$1,017,177,358 | -$950,885,492 | +$66,291,866 | EPD, ET, BPL, KMI, DCP | 13F-HR | 13 Nov 2015, 08:52 |
| Q2 2015 | 316 | $8,808,647,000 | +$818,932,959 | -$807,930,890 | +$11,002,069 | ET, KMI, EPD, BPL, MMP | Restatement | 14 Aug 2015, 19:26 |
| Q1 2015 | 333 | $9,147,225,000 | +$928,981,769 | -$1,360,589,056 | -$431,607,287 | ET, KMI, EPD, BPL, MMP | 13F-HR | 15 May 2015, 11:42 |
| Q4 2014 | 336 | $9,608,658,000 | +$1,206,001,228 | -$1,329,223,096 | -$123,221,868 | ET, KMI, EPD, BPL, MMP | 13F-HR | 13 Feb 2015, 16:05 |
| Q3 2014 | 322 | $10,329,671,000 | +$886,435,953 | -$758,908,713 | +$127,527,240 | ET, EPD, BPL, DCP, PAA | 13F-HR | 06 Nov 2014, 10:03 |
| Q2 2014 | 320 | $10,780,056,000 | +$1,217,965,472 | -$816,215,764 | +$401,749,708 | ET, EPD, BPL, DCP, PAA | 13F-HR | 14 Aug 2014, 16:46 |
| Q1 2014 | 789 | $9,686,045,000 | +$1,030,893,396 | -$983,851,678 | +$47,041,718 | ET, EPD, BPL, GPORQ, PAA | 13F-HR | 15 May 2014, 15:29 |
| Q4 2013 | 309 | $9,720,045,000 | $0 | $0 | $0 | ET, EPD, BPL, PAA, WPZ | 13F-HR | 14 Feb 2014, 15:31 |