NRP

Natural Resource Partners LP Cross-source read$110.71 0.85%
EnergyCUSIP 63900P608· EOD Sep 15, 2026

Among active 13F managers last quarter, 4 opened and 11 added, while 5 reduced; the largest holder to move was ING Groep NV (+2.9%). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$210K in open-market trades.

Tracked 13F holders
63
27 in Q2 2026 filings
13F value (tracked)
$525.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
15 adding · 5 trimming
Insiders · Form 4 open-market, 180d
1 buying · 1 selling · -$210K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$110.71 0.85%5Y +445.4%
$11.92$42.29$72.65$103.01$133.38202120222023202420252026332333655435424564747681195931581411228117
Hover for who · click for detailEnd-of-day closing prices52w $96.00 – $125.41

Who owns NRP?

63 tracked 13F filers · ranked by shares held

63 tracked 13F filers disclose a position in NRP as of the latest SEC 13F filings, a combined $525.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley1.0M
$125.7M
+3.2%
Added · +33K sh
Q1 2026
2Goldman Sachs Group Inc617K
$74.6M
−18%
Reduced · −131K sh
Q1 2026
3Corient Private Wealth LP613K
$74.2M
−1.3%
Reduced · −8K sh
Q1 2026
4Progeny 3, Inc.313K
$37.8M
Held
Q1 2026
5Solidarity Wealth, LLC260K
$25.3M
+11%
Added · +25K sh
Q2 2026
6Saber Capital Managment, LLC215K
$20.9M
+2.7%
Added · +6K sh
Q2 2026
7UBS Group AG184K
$22.2M
−6.2%
Reduced · −12K sh
Q1 2026
8Bank Of America Corp183K
$22.1M
+48%
Added · +60K sh
Q1 2026
9ING Groep NV180K
$21.8M
+2.9%
Added · +5K sh
Q1 2026
10Long Corridor Asset Management Ltd120K
$11.6M
+20%
Added · +20K sh
Q2 2026
11Oakcliff Capital Partners, LP102K
$9.9M
Held
Q2 2026
12Meixler Investment Management, Ltd.98K
$9.5M
+4.7%
Added · +4K sh
Q2 2026
13Mountain Lake Investment Management LLC85K
$8.3M
+11%
Added · +9K sh
Q2 2026
14Ballast Asset Management, LP75K
$7.3M
−1.4%
Reduced · −1K sh
Q2 2026
15Nitor Capital Management LLC65K
$6.3M
+1.6%
Added · +1K sh
Q2 2026
16Horizon Kinetics Asset Management LLC61K
$5.9M
+5.3%
Added · +3K sh
Q2 2026
17Natixis45K
$4.3M
−50%
Reduced · −44K sh
Q2 2026
18Magnolia Group, LLC38K
$3.7M
New
+38K sh
Q2 2026
19LPL Financial LLC38K
$4.5M
+13%
Added · +4K sh
Q1 2026
20Pekin Hardy Strauss, Inc.27K
$2.6M
+3.6%
Added · +940 sh
Q2 2026
21Susquehanna International Group, LLP25K
$3.0M
Added
Added · +25K sh
Q1 2026
22Exchange Traded Concepts, LLC24K
$2.3M
−29%
Reduced · −10K sh
Q2 2026
23Verdence Capital Advisors LLC21K
$2.6M
New
+21K sh
Q1 2026
24JPMorgan Chase & Co21K
$2.6M
−87%
Reduced · −143K sh
Q1 2026
25Citadel Advisors LLC19K
$1.8M
+114%
Added · +10K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NRP being bought or sold by institutions?

Last quarter, 4 funds opened a new position in NRP and 11 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
11
added to an existing position
Reduced
5
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NRP also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL24 funds$2.2B
Berkshire Hathaway Inc-CL BBRK/B24 funds$837.9M
Amazon.com IncAMZN23 funds$3.8B
Nvidia CorpNVDA22 funds$5.0B
Apple IncAAPL21 funds$4.1B
Microsoft CorpMSFT21 funds$3.2B
Broadcom IncAVGO21 funds$2.1B
Meta Platforms Inc-Class AMETA20 funds$1.5B
JPMorgan Chase & CoJPM20 funds$1.2B
Johnson & JohnsonJNJ20 funds$734.0M
Merck & Co. Inc.MRK20 funds$566.4M
Cisco Systems IncCSCO20 funds$503.2M

Ranked by how many of NRP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NRP.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$34K
1 insider
Sells · 180d
$244K
1 insider
Net · 180d
-$210K
2 open-market transactions
DateInsiderRoleActionSharesValue
Aug 28, 2026Wooten Gregory FExecutive Vice PresidentSell (S)2K$244K
May 26, 2026Craig Kevin JExecutive Vice PresidentBuy (P)336$34K
Sep 8, 2025Wooten Gregory FSenior VP, Chief EngineerSell (S)9K$863K
Nov 17, 2023Murphy Paul B JrDirectorBuy (P)
2 lots, same day
3K$223K
Jun 7, 2018Murphy Paul B JrDirectorBuy (P)2K$65K
Jun 6, 2018Murphy Paul B JrDirectorBuy (P)500$16K
Jun 5, 2018Murphy Paul B JrDirectorBuy (P)1K$33K
Sep 14, 2017Craig Kevin JEVP - CoalSell (S)850$22K
Aug 14, 2015Hartz David MVP, Oil and GasBuy (P)43$118
May 14, 2015Hartz David MVP, Oil and GasBuy (P)23$117
May 13, 2015Navarre Richard ADirectorBuy (P)10K$50K
Feb 13, 2015Hartz David MVP, Oil and GasBuy (P)51$438

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2118
Insiders
Form 4 open-market
11-$210K
US House
STOCK Act trades
00$0
Sector rotation
NRP is in Energy, which smart money is rotating OUT OF
$10.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

27 tracked filers in Q2 2026 filingsstill filing
03366Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $108.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for NRP

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Ask your agent what changed in NRP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NRP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NRP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NRP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.