Alpha Metallurgical Resources Inc (AMR) Ownership

123.97 ↓1.86 (-1.48%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Alpha Metallurgical Resources Inc (AMR), owning a total of 2 million shares. Combined, the top 42 institutional holders of AMR own 96.67% of the company with a total of 12.9 million shares.

In the latest ownership report on December 31st 2024, the top 42 institutional holders increased their combined ownership of AMR by 155 thousand shares. 11 institutions bought 308,267 total additional shares and increased their ownership by an average of 11.64%. However 9 institutions sold 153,475 total shares and decreased their ownership by an average of 4.91%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Alpha Metallurgical Resources increased by a net total of 154,792 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.540%	5.844%	2,028,389	111,997	2024-12-31
Vanguard Group Inc	9.204%	-2.826%	1,201,381	-34,936	2024-12-31
Pacer Advisors, INC.	5.717%	-6.557%	746,223	-52,361	2024-12-31
Dimensional Fund Advisors, Inc.	5.642%	3.986%	736,379	28,225	2024-12-31
State Street Corp	5.131%	-3.646%	669,739	-25,344	2024-12-31
Renaissance Technologies Corp	4.139%	0.784%	540,215	4,200	2024-12-31
Dalal Street LLC	3.733%	1.575%	487,251	7,553	2024-12-31
Gendell Jeffrey L	2.764%	3.921%	360,787	13,614	2024-12-31
American Century Companies Inc	2.750%	9.795%	359,006	32,027	2024-12-31
Geode Capital Management, LLC	1.908%	-0.149%	249,051	-371	2024-12-31
Charles Schwab Investment Management Inc	1.406%	12.669%	183,519	20,636	2024-12-31
Citadel Advisors Llc	1.322%	32.997%	172,575	42,816	2024-12-31
Morgan Stanley - Brokerage Accounts	1.057%	-10.600%	137,966	-16,359	2024-12-31
NORGES BANK	1.008%	-3.995%	131,583	-5,476	2024-12-31
Northern Trust Corp	0.932%	6.018%	121,652	6,905	2024-12-31
Goldman Sachs Group Inc	0.917%	49.917%	119,730	39,866	2024-12-31
T. Rowe Price Associates, Inc.	0.828%	-4.936%	108,075	-5,612	2024-12-31
Amvescap Plc.	0.771%	-11.352%	100,589	-12,881	2024-12-31
Fuller & Thaler Asset Management Inc	0.692%	-0.149%	90,283	-135	2024-12-31
Alta Fundamental Advisers LLC	0.679%	0.000%	88,600	0	2024-12-31
Bank of New York Mellon Corp	0.632%	0.523%	82,311	428	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.540%	5.844%	2,028,389	111,997	2024-12-31
Vanguard Group Inc	9.204%	-2.826%	1,201,381	-34,936	2024-12-31
Pacer Advisors, INC.	5.717%	-6.557%	746,223	-52,361	2024-12-31
Dimensional Fund Advisors, Inc.	5.642%	3.986%	736,379	28,225	2024-12-31
State Street Corp	5.131%	-3.646%	669,739	-25,344	2024-12-31
State Street Corporation	4.885%	-5.530%	635,862	-37,222	2024-03-31
Renaissance Technologies Corp	4.139%	0.784%	540,215	4,200	2024-12-31
Hudson Bay Capital Management LP	3.732%	-53.493%	495,798	-570,266	2023-06-30
Dalal Street LLC	3.733%	1.575%	487,251	7,553	2024-12-31
Gendell Jeffrey L	2.764%	3.921%	360,787	13,614	2024-12-31
American Century Companies Inc	2.750%	9.795%	359,006	32,027	2024-12-31
Geode Capital Management, LLC	1.908%	-0.149%	249,051	-371	2024-12-31
Capital Growth Mgt Ltd Partnership	1.565%	27.027%	235,000	50,000	2022-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1.467%	0.000%	233,900	233,900	2022-06-30
Envestnet Asset Management Inc	1.628%	13,521.900%	222,855	221,219	2023-03-31
Castle Hook Partners LP	1.488%	1.282%	215,096	2,723	2022-12-31
Deutsche Bank AG	1.232%	3.304%	196,452	6,283	2022-06-30
JPMorgan Chase & Co	1.487%	-14.127%	193,557	-31,841	2024-03-31
SysTrade AG	1.474%	-20.042%	191,900	-48,100	2024-06-30
Charles Schwab Investment Management Inc	1.406%	12.669%	183,519	20,636	2024-12-31
Citadel Advisors Llc	1.322%	32.997%	172,575	42,816	2024-12-31
Contrarius Investment Management Ltd	1.024%	-6.848%	159,206	-11,704	2022-09-30
Susquehanna International Group, LLP	1.162%	92.445%	150,933	72,504	2023-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.998%	-21.240%	144,479	-38,964	2022-12-31
Morgan Stanley - Brokerage Accounts	1.057%	-10.600%	137,966	-16,359	2024-12-31
Duquesne Family Office LLC	0.879%	0.000%	136,720	136,720	2022-09-30
First Trust Advisors L.P.	1.044%	49.180%	135,858	44,788	2024-03-31
NORGES BANK	1.008%	-3.995%	131,583	-5,476	2024-12-31
Millennium Management LLC	0.958%	1,296.270%	124,631	115,705	2024-09-30
Top Ace Asset Management Ltd	0.848%	0.000%	122,500	122,500	2022-12-31
Cannell Peter B & CO Inc	0.811%	-21.140%	121,800	-32,650	2022-12-31
Northern Trust Corp	0.932%	6.018%	121,652	6,905	2024-12-31
Goldman Sachs Group Inc	0.917%	49.917%	119,730	39,866	2024-12-31
Two Sigma Advisers, LLC	0.812%	-36.314%	117,500	-67,000	2022-12-31
T. Rowe Price Associates, Inc.	0.828%	-4.936%	108,075	-5,612	2024-12-31
Jupiter Asset Management Limited	0.817%	6.670%	106,289	6,646	2024-06-30
Towle & Co	0.797%	-8.559%	103,689	-9,705	2024-03-31
Crocodile Capital Partners GmbH	0.786%	-7.667%	102,359	-8,500	2024-09-30
Amvescap Plc.	0.771%	-11.352%	100,589	-12,881	2024-12-31
Fuller & Thaler Asset Management Inc	0.692%	-0.149%	90,283	-135	2024-12-31
Alta Fundamental Advisers LLC	0.679%	0.000%	88,600	0	2024-12-31
Bank of New York Mellon Corp	0.632%	0.523%	82,311	428	2024-12-31

Mutual Fund Ownership

Sapphire Star Capital Small Cap Growth is the biggest individual fund holder of Alpha Metallurgical Resources Inc (AMR), owning a total of 1.1 million shares. Combined, the top 50 mutual fund holders of AMR own 65.43% of the company with a total of 8.7 million shares.

In the latest ownership report on March 31st 2025, the top 50 fund holders increased their combined ownership of AMR by 92 thousand shares. 4 funds bought 5,217 total additional shares and increased their ownership by an average of 0.65%. However 8 funds sold 96,858 total shares and decreased their ownership by an average of 7.7%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Alpha Metallurgical Resources decreased by a net total of -91,641 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.179%	0.068%	675,986	456	2025-03-31
Vanguard Total Stock Mkt Idx Inv	2.519%	0.389%	328,844	1,273	2025-03-31
iShares Russell 2000 ETF	2.229%	-0.862%	290,922	-2,530	2025-03-31
SPDR® S&P Metals and Mining ETF	2.128%	-0.087%	277,800	-241	2025-03-31
Vanguard Small Cap Index	1.989%	-2.360%	259,563	-6,273	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.307%	2.000%	170,550	3,344	2025-03-31
Vanguard Small Cap Growth Index Inv	1.113%	-2.573%	145,299	-3,837	2025-03-31
Pacer US Small Cap Cash Cows 100 ETF	1.080%	-0.647%	140,989	-918	2025-03-31
iShares Russell 2000 Growth ETF	0.747%	-0.473%	97,543	-464	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.722%	0.153%	94,262	144	2025-03-31
Dimensional US Targeted Value ETF	0.657%	0.000%	85,782	0	2025-03-31
T. Rowe Price Integrated US Sm Gr Eq	0.607%	0.000%	79,193	0	2025-03-31
T. Rowe Price Integrated US SmCapGrEq	0.607%	-50.000%	79,193	-79,193	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.543%	-4.577%	70,931	-3,402	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Sapphire Star Capital Small Cap Growth	8.001%	1,564,410.000%	1,095,157	1,095,087	2023-06-30
iShares Core S&P Small-Cap ETF	5.179%	0.068%	675,986	456	2025-03-31
Fuller & Thaler Behavioral Small-Cap Eq	3.535%	0.000%	469,538	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	3.535%	0.000%	469,538	469,538	2023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.167%	2.475%	420,674	10,162	2023-03-31
Vanguard US Total Market Shares ETF	2.694%	0.088%	351,659	308	2024-09-30
Avantis US Small Cap Value ETF	2.619%	0.076%	341,845	260	2025-03-29
Vanguard Total Stock Mkt Idx Inv	2.519%	0.389%	328,844	1,273	2025-03-31
iShares Russell 2000 ETF	2.229%	-0.862%	290,922	-2,530	2025-03-31
SPDR® S&P Metals and Mining ETF	2.128%	-0.087%	277,800	-241	2025-03-31
Vanguard Small Cap Index	1.989%	-2.360%	259,563	-6,273	2025-03-31
Avantis® U.S. Small Cap Value ETF	1.481%	0.000%	202,729	0	2023-07-29
Vanguard Extended Market Index Investor	1.317%	0.710%	180,221	1,270	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.307%	2.000%	170,550	3,344	2025-03-31
DFA US Small Cap Value I	1.192%	0.000%	155,645	0	2025-02-28
Vanguard Small Cap Growth Index Inv	1.113%	-2.573%	145,299	-3,837	2025-03-31
Pacer US Small Cap Cash Cows 100 ETF	1.080%	-0.647%	140,989	-918	2025-03-31
First Trust SMID Cp Rising Div Achv ETF	0.944%	0.000%	122,841	0	2024-03-31
Fidelity® Small Cap Index	0.906%	2.775%	120,380	3,250	2023-10-31
CGM Realty	0.830%	84.615%	120,000	55,000	2022-09-30
TRP Integrated US Small-Cap Gr Eq	0.882%	175.529%	117,100	74,600	2023-09-30
Fidelity Small Cap Index	0.830%	-1.838%	108,347	-2,029	2025-01-31
iShares S&P Small-Cap 600 Growth ETF	0.825%	0.000%	107,395	0	2024-11-30
DFA US Targeted Value I	0.805%	-2.459%	105,080	-2,649	2025-02-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.806%	-0.140%	104,827	-147	2024-05-30
iShares Russell 2000 Value ETF	0.751%	-0.133%	97,717	-130	2024-05-30
iShares Russell 2000 Growth ETF	0.747%	-0.473%	97,543	-464	2025-03-31
T. Rowe Price QM US Small-Cap Gr Eq	0.637%	-8.952%	95,600	-9,400	2022-12-31
CGM Focus	0.657%	18.750%	95,000	15,000	2022-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.722%	0.153%	94,262	144	2025-03-31
FullerThaler Behavioral Small-Cap Equity	0.658%	0.000%	85,879	0	2024-12-31
FullerThaler Behavioral Sm-Cp Eq R6	0.658%	0.000%	85,879	0	2024-12-31
Dimensional US Targeted Value ETF	0.657%	0.000%	85,782	0	2025-03-31
Xtrackers S&P 500 Swap ETF 1C	0.521%	0.000%	82,979	82,979	2022-11-30
T. Rowe Price Integrated US Sm Gr Eq	0.607%	0.000%	79,193	0	2025-03-31
T. Rowe Price Integrated US SmCapGrEq	0.607%	-50.000%	79,193	-79,193	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.576%	5.792%	74,883	4,100	2024-06-30
Invesco DWA Energy Momentum ETF	0.456%	0.000%	72,676	0	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.543%	-4.577%	70,931	-3,402	2025-03-31
DWS Small Cap Core S	0.504%	0.000%	67,000	0	2023-09-30
DFA US Micro Cap I	0.492%	0.000%	65,382	0	2023-09-30
DFA US Small Cap I	0.491%	0.000%	65,247	0	2023-09-30
Fidelity® Extended Market Index	0.477%	-7.429%	63,398	-5,088	2023-09-30
Contrarius Global Equity Investor	0.438%	-7.542%	63,328	-5,166	2023-03-31
Cambria Shareholder Yield ETF	0.440%	0.000%	58,448	0	2023-10-31
State St Russell Sm Cap® Indx NL Cl C	0.384%	0.000%	57,658	0	2023-03-31
Bridgeway Omni Small-Cap Value N	0.360%	0.000%	56,000	0	2022-09-30
Bridgeway Omni Small-Cap Value	0.360%	0.000%	56,000	0	2022-09-30
Schwab US Small-Cap ETF™	0.409%	0.000%	55,977	0	2023-07-29
Vanguard Materials ETF	0.362%	-0.562%	54,866	-310	2023-01-31