ADVISORY RESEARCH INC — 13F Holdings & Portfolio
CIK 902584 · latest 13F-HR filed 2026-08-13
ADVISORY RESEARCH INC manages $1.00B in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MYE (6.39%), OPLN (6.16%), TRS (5.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 4; 88 existing positions rose in reported value and 19 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.00B
Long-equity book
Holdings
166
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+3 / −4 / ↑88 / ↓19
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26MYE6.5% · +22%OPLN6.3% · +20%TRS5.4% · +8%TSM4.0% · +3%BELFB3.9% · -1%PRSU3.7% · -1%GOOGL3.4% · +2%KDP2.8% · +3%JBTM2.7% · +35%DJCO2.5% · -1%AVGO2.5% · +3%LEGH2.4% · -0%MTG2.3% · +3%PM2.2% · +2%NPK2.0% · +10%AEP2.0% · +4%ABBV1.9% · +4%TPR1.9% · +3%ACVA1.8% · -17%MSFT1.6% · +2%LTM1.6% · +178%CME1.5% · +4%KB1.4% · +4%LAMR1.3% · +9%HUBB1.3% · +3%GSK1.1% · +6%MPC1.0% · +3%META1.0% · +4%MTDR0.9% · -24%CMCSA0.9% · +4%BTI0.9% · +7%LRCX0.9% · -1%APA0.8% · -30%FERG0.8% · +4%SGOV0.8% · +28%INTU0.7% · +4%VUSB0.6% · +47%PFGC0.6% · -2%NIC0.6% · -2%MPTI0.6% · +17%DAC0.6% · 0%VCSH0.5% · +37%STLD0.5% · -0%SSB0.5% · -1%VGSH0.5% · +12%MFP0.4% · newVCIT0.4% · +0%ACA0.4% · -8%SHV0.4% · 0%ACMR0.4% · +2%CALM0.4% · -2%VVV0.4% · -3%RSP0.3% · 0%IGSB0.3% · +43%AMGN0.3% · -0%NTAP0.3% · -1%HQY0.3% · -5%HD0.3% · -1%AAPL0.3% · -1%IGIB0.3% · 0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 41.4%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 25, 2026.
Assets Under Management
$4.32T
Discretionary
$4.32T
Employees
1,395
Accounts
23,578
Address
333 S HOPE STREET
55TH FLOOR
LOS ANGELES, CA 90071-1406
55TH FLOOR
LOS ANGELES, CA 90071-1406
Phone
(213) 486-9200
This firm reports 2 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ANTLE, MATTHEW, THOMAS Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| ARREDONDO, CANISE, MARIE Control | DIRECTOR, SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER since Nov 2019 | Less than 5% | Individual |
| BUCHHEIM, JENNIFER, MICHELLE Control | DIRECTOR, TREASURER since Dec 2024 | Less than 5% | Individual |
| BURKLEY, WALTER, RODNEY Control | DIRECTOR since Nov 2019 | Less than 5% | Individual |
| FRAMSTED, HOLLY, CATHERINE Control | DIRECTOR since Nov 2023 | Less than 5% | Individual |
| FRANK, CHERYL, ELIZABETH Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| GITLIN, MICHAEL, CRAIG Control | DIRECTOR since Mar 2019 | Less than 5% | Individual |
| Hinshaw, Matthew, Taylor Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| NIXON, NASEEM, ZARIFEH SAHAR Control | CHIEF COMPLIANCE OFFICER since Jun 2024 | Less than 5% | Individual |
| O'CONNOR, MATTHEW, PHILIP Control | DIRECTOR since Sep 2015 | Less than 5% | Individual |
| PARAMAGURU, RAJESH, KUMAR Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| Piken, Keith, Alan Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| RUE, RYAN, RICHARD Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| SPENCE, KIRSTEN Control | DIRECTOR AND PRESIDENT since Jul 2026 | Less than 5% | Individual |
| SUZMAN, ANDREW, BARNETT Control | DIRECTOR AND CHAIR since Dec 2024 | Less than 5% | Individual |
| SYKES, SCOTT, THOMAS Control | DIRECTOR since Nov 2025 | Less than 5% | Individual |
| THE CAPITAL GROUP COMPANIES, INC. Control | STOCKHOLDER since Feb 1967 | 75% or more | Domestic Entity |
| TRIESSL, MICHAEL, JAMES Control | DIRECTOR since Mar 2019 | Less than 5% | Individual |
| WAESCHE, WILLIAM, HARDEN Control | DIRECTOR, SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER - INVESTMENT GROUP since Nov 2020 | Less than 5% | Individual |
| White, Richard, Lloyd Control | DIRECTOR since Dec 2024 | Less than 5% | Individual |
| ZARRAGA-URQUIJO, MARTA Control | DIRECTOR since Nov 2021 | Less than 5% | Individual |
Ownership & leadership changes · 28 filings with changes since Dec 20, 2011
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jul 6, 2026 filing
- No longer listedJONSSON, JOANNA, FOWLER · DIRECTOR, VICE CHAIR & PRESIDENT · Less than 5% · control person · listed since Aug 2020
- AddedSPENCE, KIRSTEN · DIRECTOR AND PRESIDENT · Less than 5% · control person
Dec 10, 2025 filing
- No longer listedLotwin, Steven, David · DIRECTOR · Less than 5% · control person · listed since Nov 2022
- AddedSYKES, SCOTT, THOMAS · DIRECTOR · Less than 5% · control person
Sep 26, 2025 filing
- No longer listedKAWAJA, CARL, MICHAEL · DIRECTOR AND VICE CHAIR · Less than 5% · control person · listed since Mar 2019
- ChangedGITLIN, MICHAEL, CRAIG · title DIRECTOR AND VICE CHAIRMAN → DIRECTOR
Dec 10, 2024 filing
- No longer listedATLURI, PRAMOD · DIRECTOR · Less than 5% · control person · listed since Nov 2021
- No longer listedAbdey, Julian, N · DIRECTOR · Less than 5% · control person · listed since Nov 2023
- No longer listedDESSNER, MADDI, LYNN · DIRECTOR · Less than 5% · control person · listed since Nov 2021
- No longer listedELLWEIN, CHARLES, ERWIN · DIRECTOR · Less than 5% · control person · listed since Nov 2021
- No longer listedLORD, HEATHER, MARIE · DIRECTOR · Less than 5% · control person · listed since Nov 2021
- No longer listedMURESIANU, ANDREI, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Nov 2021
- No longer listedPHOA, WESLEY, KYM-SON · DIRECTOR · Less than 5% · control person · listed since Nov 2023
- No longer listedSPINELLA, CARMELO · DIRECTOR, TREASURER · Less than 5% · control person · listed since Jul 2009
- AddedANTLE, MATTHEW, THOMAS · DIRECTOR · Less than 5% · control person
- AddedBUCHHEIM, JENNIFER, MICHELLE · DIRECTOR, TREASURER · Less than 5% · control person
- AddedHinshaw, Matthew, Taylor · DIRECTOR · Less than 5% · control person
- AddedPARAMAGURU, RAJESH, KUMAR · DIRECTOR · Less than 5% · control person
- AddedPiken, Keith, Alan · DIRECTOR · Less than 5% · control person
- AddedRUE, RYAN, RICHARD · DIRECTOR · Less than 5% · control person
- AddedSUZMAN, ANDREW, BARNETT · DIRECTOR AND CHAIR · Less than 5% · control person
- AddedWhite, Richard, Lloyd · DIRECTOR · Less than 5% · control person
- Listed againFRANK, CHERYL, ELIZABETH · DIRECTOR · Less than 5% · control person
- ChangedKAWAJA, CARL, MICHAEL · title DIRECTOR AND CHAIRMAN → DIRECTOR AND VICE CHAIR
Jun 7, 2024 filing
- No longer listedPOON, HERBERT, YUNGTAI · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2019
- AddedNIXON, NASEEM, ZARIFEH SAHAR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Dec 12, 2023 filing
- No longer listedARMOUR, TIMOTHY, D · DIRECTOR · Less than 5% · control person · listed since Nov 1996
- No longer listedAVZARADEL, ALINE · DIRECTOR · Less than 5% · control person · listed since Nov 2020
- No longer listedBARROSO, LUIS, ALFONSO · DIRECTOR · Less than 5% · control person · listed since Nov 2020
- No longer listedLOVELACE, ROBERT, WHITNEY · DIRECTOR AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Sep 2006
- No longer listedMILIOTES, GREGORY, JOHN · DIRECTOR · Less than 5% · control person · listed since Nov 2022
- No longer listedTschanz, Sally-Ann · DIRECTOR · Less than 5% · control person · listed since Nov 2022
- No longer listedWILSON, ALAN, JACOB · DIRECTOR · Less than 5% · control person · listed since Nov 2020
- AddedAbdey, Julian, N · DIRECTOR · Less than 5% · control person
- AddedFRAMSTED, HOLLY, CATHERINE · DIRECTOR · Less than 5% · control person
- AddedPHOA, WESLEY, KYM-SON · DIRECTOR · Less than 5% · control person
Feb 21, 2023 filing
- No longer listedMENDELSON, SIMON · DIRECTOR · Less than 5% · control person · listed since Mar 2019
Jan 26, 2023 filing
- No longer listedHEDGEBETH, REGINALD, DOUGLAS · DIRECTOR, SENIOR VICE PRESIDENT & CHIEF LEGAL OFFICER · Less than 5% · control person · listed since Nov 2021
Nov 29, 2022 filing
- No longer listedBETANZOS, DAVID, J. · DIRECTOR · Less than 5% · control person · listed since Nov 2019
- No longer listedTHOMPSON, LISA, B. · DIRECTOR · Less than 5% · control person · listed since Nov 2019
- AddedLotwin, Steven, David · DIRECTOR · Less than 5% · control person
- AddedMILIOTES, GREGORY, JOHN · DIRECTOR · Less than 5% · control person
- AddedTschanz, Sally-Ann · DIRECTOR · Less than 5% · control person
Dec 1, 2021 filing
- No longer listedGUIDA, STEVEN · DIRECTOR · Less than 5% · control person · listed since Oct 2016
- No longer listedHUMMELBERG, DAVID, KEITH · DIRECTOR · Less than 5% · control person · listed since Mar 2019
- No longer listedRACH, CHAD, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Mar 2019
- No longer listedROYE, PAUL, FREDERICK · DIRECTOR · Less than 5% · control person · listed since Sep 2015
- No longer listedTHOMSEN, CHRISTOPHER · DIRECTOR · Less than 5% · control person · listed since Mar 2019
- No longer listedWAGNER, DIANA · DIRECTOR · Less than 5% · control person · listed since Oct 2016
- AddedATLURI, PRAMOD · DIRECTOR · Less than 5% · control person
- AddedDESSNER, MADDI, LYNN · DIRECTOR · Less than 5% · control person
- AddedELLWEIN, CHARLES, ERWIN · DIRECTOR · Less than 5% · control person
- AddedHEDGEBETH, REGINALD, DOUGLAS · DIRECTOR, SENIOR VICE PRESIDENT & CHIEF LEGAL OFFICER · Less than 5% · control person
- AddedLORD, HEATHER, MARIE · DIRECTOR · Less than 5% · control person
- AddedMURESIANU, ANDREI, MICHAEL · DIRECTOR · Less than 5% · control person
- AddedZARRAGA-URQUIJO, MARTA · DIRECTOR · Less than 5% · control person
Older changes (19 more filings)
Dec 15, 2020 filing
- No longer listedCOHEN, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Sep 2014
- No longer listedDE TOLEDO, PHILIP · DIRECTOR · Less than 5% · control person · listed since Mar 2019
- No longer listedGORDON, JOYCE, E. · DIRECTOR · Less than 5% · control person · listed since Sep 2014
- No longer listedJOHNSON, GREGORY, D · DIRECTOR · Less than 5% · control person · listed since Sep 2015
- No longer listedO'NEAL, DONALD, DARBY · DIRECTOR · Less than 5% · control person · listed since Sep 2011
- AddedAVZARADEL, ALINE · DIRECTOR · Less than 5% · control person
- AddedBARROSO, LUIS, ALFONSO · DIRECTOR · Less than 5% · control person
- AddedWAESCHE, WILLIAM, HARDEN · DIRECTOR, SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER - INVESTMENT GROUP · Less than 5% · control person
- AddedWILSON, ALAN, JACOB · DIRECTOR · Less than 5% · control person
Aug 14, 2020 filing
- Listed againJONSSON, JOANNA, FOWLER · DIRECTOR, VICE CHAIR & PRESIDENT · Less than 5% · control person
- ChangedLOVELACE, ROBERT, WHITNEY · title DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER → DIRECTOR AND CHIEF EXECUTIVE OFFICER
Dec 20, 2019 filing
- No longer listedBERRO, ALAN, N. · DIRECTOR · Less than 5% · control person · listed since Oct 2016
- No longer listedKLAUSNER, ROBERT, CHRISTOPHER · DIRECTOR · Less than 5% · control person · listed since Mar 2019
- No longer listedMEIKLE, BRUCE, EUGENE · PRINCIPAL FINANCIAL OFFICER · Less than 5% · control person · listed since Sep 2014
- No longer listedRENFRO, JOHN, MYERS · DIRECTOR · Less than 5% · control person · listed since Sep 2017
- No longer listedRYAN, JAMES, PATRICK · DIRECTOR · Less than 5% · control person · listed since Sep 2011
- No longer listedSMET, JOHN, HENRY · DIRECTOR · Less than 5% · control person · listed since Sep 2013
- No longer listedST. JOHN, JULIE · DIRECTOR · Less than 5% · control person · listed since Oct 2016
- AddedBETANZOS, DAVID, J. · DIRECTOR · Less than 5% · control person
- AddedBURKLEY, WALTER, RODNEY · DIRECTOR · Less than 5% · control person
- AddedTHOMPSON, LISA, B. · DIRECTOR · Less than 5% · control person
- Listed againARREDONDO, CANISE, MARIE · DIRECTOR, SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 8, 2019 filing
- No longer listedARREDONDO, CANISE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2015
- No longer listedDENNING, MARK, EDWARD · DIRECTOR · Less than 5% · control person · listed since Sep 1997
- No longer listedJONSSON, JOANNA, FOWLER · DIRECTOR · Less than 5% · control person · listed since Dec 2012
- No longer listedLOVELACE, JAMES, BRIAN · DIRECTOR · Less than 5% · control person · listed since Dec 2012
- AddedDE TOLEDO, PHILIP · DIRECTOR · Less than 5% · control person
- AddedHUMMELBERG, DAVID, KEITH · DIRECTOR · Less than 5% · control person
- AddedKLAUSNER, ROBERT, CHRISTOPHER · DIRECTOR · Less than 5% · control person
- AddedMENDELSON, SIMON · DIRECTOR · Less than 5% · control person
- AddedPOON, HERBERT, YUNGTAI · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedRACH, CHAD, MICHAEL · DIRECTOR · Less than 5% · control person
- AddedTHOMSEN, CHRISTOPHER · DIRECTOR · Less than 5% · control person
- AddedTRIESSL, MICHAEL, JAMES · DIRECTOR · Less than 5% · control person
- Listed againGITLIN, MICHAEL, CRAIG · DIRECTOR AND VICE CHAIRMAN · Less than 5% · control person
- Listed againKAWAJA, CARL, MICHAEL · DIRECTOR AND CHAIRMAN · Less than 5% · control person
- ChangedARMOUR, TIMOTHY, D · title DIRECTOR, CHAIRMAN,AND PEO → DIRECTOR
- ChangedLOVELACE, ROBERT, WHITNEY · title DIRECTOR AND PRESIDENT → DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER
Sep 28, 2018 filing
- No longer listedCLIFFORD, KEVIN, GERARD · DIRECTOR · Less than 5% · control person · listed since Sep 2006
- No longer listedDOWNER, MICHAEL, JOSEF · DIRECTOR, SENIOR VICE PRESIDENT AND SECRETARY · Less than 5% · control person · listed since Aug 1994
- No longer listedFRANK, CHERYL, ELIZABETH · DIRECTOR · Less than 5% · control person · listed since Oct 2016
- No longer listedTORRENS, TARA, LYNN · DIRECTOR · Less than 5% · control person · listed since Oct 2016
Sep 28, 2017 filing
- No longer listedENRIGHT, BRADY, LEE · DIRECTOR · Less than 5% · control person · listed since Oct 2016
- No longer listedPETERSON, ANNE MARIE, FRIBERG · DIRECTOR · Less than 5% · control person · listed since Sep 2015
- AddedRENFRO, JOHN, MYERS · DIRECTOR · Less than 5% · control person
Oct 12, 2016 filing
- No longer listedCHEN, NORIKO, HONDA · DIRECTOR · Less than 5% · control person · listed since Sep 2015
- No longer listedGITLIN, MICHAEL, CRAIG · DIRECTOR · Less than 5% · control person · listed since Sep 2015
- No longer listedHUNTINGTON, CLAUDIA, P. · DIRECTOR · Less than 5% · control person · listed since Sep 2009
- No longer listedKAWAJA, CARL, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Sep 2014
- No longer listedROMO, MARTIN · DIRECTOR · Less than 5% · control person · listed since Sep 2011
- AddedBERRO, ALAN, N. · DIRECTOR · Less than 5% · control person
- AddedENRIGHT, BRADY, LEE · DIRECTOR · Less than 5% · control person
- AddedFRANK, CHERYL, ELIZABETH · DIRECTOR · Less than 5% · control person
- AddedGUIDA, STEVEN · DIRECTOR · Less than 5% · control person
- AddedTORRENS, TARA, LYNN · DIRECTOR · Less than 5% · control person
- AddedWAGNER, DIANA · DIRECTOR · Less than 5% · control person
- Listed againST. JOHN, JULIE · DIRECTOR · Less than 5% · control person
Oct 6, 2015 filing
- No longer listedROLFE, DONALD, HAROLD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2012
- AddedARREDONDO, CANISE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 28, 2015 filing
- No longer listedBARCLAY, DAVID, C · DIRECTOR · Less than 5% · control person · listed since Sep 2010
- No longer listedPHELAN, JOHN, HUGH · DIRECTOR, EXECUTIVE VICE PRESIDENT · Less than 5% · control person · listed since Mar 2011
- No longer listedROTHENBERG, JAMES, F · DIRECTOR · Less than 5% · control person · listed since Jan 1994
- No longer listedSTEIN, EUGENE, PAUL · DIRECTOR · Less than 5% · control person · listed since Dec 2008
- No longer listedZEILE, KARL, JOHN · DIRECTOR · Less than 5% · control person · listed since Sep 2013
- AddedCHEN, NORIKO, HONDA · DIRECTOR · Less than 5% · control person
- AddedGITLIN, MICHAEL, CRAIG · DIRECTOR · Less than 5% · control person
- AddedJOHNSON, GREGORY, D · DIRECTOR · Less than 5% · control person
- AddedO'CONNOR, MATTHEW, PHILIP · DIRECTOR · Less than 5% · control person
- AddedPETERSON, ANNE MARIE, FRIBERG · DIRECTOR · Less than 5% · control person
- Listed againROYE, PAUL, FREDERICK · DIRECTOR · Less than 5% · control person
Sep 29, 2014 filing
- No longer listedKNOWLES, JONATHAN, OSCAR · DIRECTOR · Less than 5% · control person · listed since Sep 2010
- No longer listedROYE, PAUL, FREDERICK · CHIEF LEGAL OFFICER · Less than 5% · control person · listed since Oct 2013
- No longer listedST. JOHN, JULIE · DIRECTOR · Less than 5% · control person · listed since Sep 2013
- No longer listedVOGT, BRADLEY, JOHNSTON · DIRECTOR · Less than 5% · control person · listed since Sep 2011
- AddedCOHEN, MICHAEL · DIRECTOR · Less than 5% · control person
- AddedGORDON, JOYCE, E. · DIRECTOR · Less than 5% · control person
- AddedKAWAJA, CARL, MICHAEL · DIRECTOR · Less than 5% · control person
- AddedMEIKLE, BRUCE, EUGENE · PRINCIPAL FINANCIAL OFFICER · Less than 5% · control person
- ChangedDOWNER, MICHAEL, JOSEF · title DIRECTOR, SENIOR VICE PRESIDENT,CHIEF LEGAL OFFICER, AND SECRETARY → DIRECTOR, SENIOR VICE PRESIDENT AND SECRETARY
- ChangedSPINELLA, CARMELO · title DIRECTOR, TREASURER AND PFO → DIRECTOR, TREASURER
Oct 30, 2013 filing
- No longer listedOMIYA, CINDY, MICHIE · VICE PRESIDENT AND CONTROLLER · Less than 5% · control person · listed since Nov 2002
- AddedROYE, PAUL, FREDERICK · CHIEF LEGAL OFFICER · Less than 5% · control person
- ChangedARMOUR, TIMOTHY, D · title DIRECTOR, PRESIDENT, AND PEO → DIRECTOR, CHAIRMAN,AND PEO
- ChangedDOWNER, MICHAEL, JOSEF · title DIRECTOR, SENIOR VICE PRESIDENT, AND SECRETARY → DIRECTOR, SENIOR VICE PRESIDENT,CHIEF LEGAL OFFICER, AND SECRETARY
- ChangedLOVELACE, ROBERT, WHITNEY · title DIRECTOR AND EXECUTIVE VICE PRESIDENT → DIRECTOR AND PRESIDENT
- ChangedROTHENBERG, JAMES, F · title CHAIRMAN → DIRECTOR
Sep 17, 2013 filing
- No longer listedPERRY, DINA, N. · DIRECTOR · Less than 5% · control person · listed since Sep 2006
- AddedSMET, JOHN, HENRY · DIRECTOR · Less than 5% · control person
- AddedST. JOHN, JULIE · DIRECTOR · Less than 5% · control person
- AddedZEILE, KARL, JOHN · DIRECTOR · Less than 5% · control person
Jul 31, 2013 filing
- No longer listedDRASDO, JAMES, ERNEST · DIRECTOR · Less than 5% · control person · listed since Sep 2004
May 28, 2013 filing
- No longer listedWENDT, GREGORY, WESTIN · DIRECTOR · Less than 5% · control person · listed since Sep 2007
Jan 9, 2013 filing
- No longer listedKERR, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Sep 2007
- AddedJONSSON, JOANNA, FOWLER · DIRECTOR · Less than 5% · control person
- AddedLOVELACE, JAMES, BRIAN · DIRECTOR · Less than 5% · control person
Sep 28, 2012 filing
- No longer listedDUNTON, JAMES, KEGEBEIN · DIRECTOR · Less than 5% · control person · listed since Jun 1990
- No longer listedWARD, CATHERINE, MAY · DIRECTOR AND SENIOR VICE PRESIDENT · Less than 5% · control person · listed since Sep 2000
Aug 13, 2012 filing
- No longer listedHAAGA, PAUL, GALARNEAUX · DIRECTOR AND CHAIRMAN · Less than 5% · control person · listed since Jan 1991
- ChangedROTHENBERG, JAMES, F · title DIRECTOR AND VICE CHAIRMAN → CHAIRMAN
Mar 29, 2012 filing
- ChangedPHELAN, JOHN, HUGH · title DIRECTOR, SENIOR VICE PRESIDENT → DIRECTOR, EXECUTIVE VICE PRESIDENT
Dec 20, 2011 filing (earliest on record)
- ListedARMOUR, TIMOTHY, D · DIRECTOR, PRESIDENT, AND PEO · Less than 5% · control person
- ListedBARCLAY, DAVID, C · DIRECTOR · Less than 5% · control person
- ListedCLIFFORD, KEVIN, GERARD · DIRECTOR · Less than 5% · control person
- ListedDENNING, MARK, EDWARD · DIRECTOR · Less than 5% · control person
- ListedDOWNER, MICHAEL, JOSEF · DIRECTOR, SENIOR VICE PRESIDENT, AND SECRETARY · Less than 5% · control person
- ListedDRASDO, JAMES, ERNEST · DIRECTOR · Less than 5% · control person
- ListedDUNTON, JAMES, KEGEBEIN · DIRECTOR · Less than 5% · control person
- ListedHAAGA, PAUL, GALARNEAUX · DIRECTOR AND CHAIRMAN · Less than 5% · control person
- ListedHUNTINGTON, CLAUDIA, P. · DIRECTOR · Less than 5% · control person
- ListedKERR, MICHAEL · DIRECTOR · Less than 5% · control person
- ListedKNOWLES, JONATHAN, OSCAR · DIRECTOR · Less than 5% · control person
- ListedLOVELACE, ROBERT, WHITNEY · DIRECTOR AND EXECUTIVE VICE PRESIDENT · Less than 5% · control person
- ListedO'NEAL, DONALD, DARBY · DIRECTOR · Less than 5% · control person
- ListedOMIYA, CINDY, MICHIE · VICE PRESIDENT AND CONTROLLER · Less than 5% · control person
- ListedPERRY, DINA, N. · DIRECTOR · Less than 5% · control person
- ListedPHELAN, JOHN, HUGH · DIRECTOR, SENIOR VICE PRESIDENT · Less than 5% · control person
- ListedROLFE, DONALD, HAROLD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedROMO, MARTIN · DIRECTOR · Less than 5% · control person
- ListedROTHENBERG, JAMES, F · DIRECTOR AND VICE CHAIRMAN · Less than 5% · control person
- ListedRYAN, JAMES, PATRICK · DIRECTOR · Less than 5% · control person
- ListedSPINELLA, CARMELO · DIRECTOR, TREASURER AND PFO · Less than 5% · control person
- ListedSTEIN, EUGENE, PAUL · DIRECTOR · Less than 5% · control person
- ListedTHE CAPITAL GROUP COMPANIES, INC. · STOCKHOLDER · 75% or more · control person
- ListedVOGT, BRADLEY, JOHNSTON · DIRECTOR · Less than 5% · control person
- ListedWARD, CATHERINE, MAY · DIRECTOR AND SENIOR VICE PRESIDENT · Less than 5% · control person
- and 1 more
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MYERS INDS INC$33.3M +103.0%
- OPENLANE INC$25.9M +69.3%
- BEL FUSE INC$15.6M +66.2%
- TRIMAS CORP$14.3M +35.6%
- TAIWAN SEMICONDUCTOR MANUFAC$12.7M +45.9%
Top Trims
- APA CORPORATION-$7.3M -46.3%
- MATADOR RES CO-$6.2M -39.8%
- INTUIT-$4.4M -37.0%
- CME GROUP INC-$4.3M -22.4%
- WEBSTER FINL CORP-$1.2M -57.4%
Exited Positions
- EMERALD HOLDING INC$8.4M
- PHINIA INC$2.5M
- COPART INC$922.6K
- CUE BIOPHARMA INC$59.1K
ADVISORY RESEARCH INC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MYERS INDS INC | MYE | 628464109 | $64.0M | 6.39% | 1,812,669 | SH |
| 2 | OPENLANE INC | OPLN | 48238T109 | $61.8M | 6.16% | 1,498,017 | SH |
| 3 | TRIMAS CORP | TRS | 896215209 | $53.5M | 5.34% | 1,188,566 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $40.3M | 4.02% | 84,453 | SH |
| 5 | BEL FUSE INC | BELFB | 077347300 | $38.2M | 3.81% | 114,674 | SH |
| 6 | PURSUIT ATTRACTIONS AND HOSP | PRSU | 92552R406 | $35.7M | 3.56% | 637,530 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $33.9M | 3.38% | 94,824 | SH |
| 8 | KEURIG DR PEPPER INC | KDP | 49271V100 | $28.4M | 2.83% | 867,771 | SH |
| 9 | JBT MAREL CORPORATION | JBTM | 477839104 | $26.7M | 2.66% | 184,073 | SH |
| 10 | BROADCOM INC | AVGO | 11135F101 | $24.7M | 2.47% | 65,495 | SH |
| 11 | DAILY JOURNAL CORP | DJCO | 233912104 | $24.0M | 2.39% | 39,846 | SH |
| 12 | LEGACY HOUSING CORP | LEGH | 52472M101 | $23.3M | 2.32% | 886,370 | SH |
| 13 | MGIC INVT CORP WIS | MTG | 552848103 | $23.0M | 2.30% | 816,952 | SH |
| 14 | PHILIP MORRIS INTL INC | PM | 718172109 | $22.1M | 2.20% | 122,120 | SH |
| 15 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $20.1M | 2.00% | 146,846 | SH |
| 16 | NATIONAL PRESTO INDS INC | NPK | 637215104 | $19.5M | 1.94% | 155,690 | SH |
| 17 | ABBVIE INC | ABBV | 00287Y109 | $19.1M | 1.91% | 76,085 | SH |
| 18 | TAPESTRY INC | TPR | 876030107 | $18.7M | 1.86% | 127,464 | SH |
| 19 | ACV AUCTIONS INC | ACVA | 00091G104 | $17.2M | 1.72% | 2,397,408 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $16.3M | 1.63% | 43,670 | SH |
| 21 | LATAM AIRLINES GROUP SA | LTM | 51817R205 | $16.0M | 1.59% | 274,022 | SH |
| 22 | CME GROUP INC | CME | 12572Q105 | $14.8M | 1.48% | 67,088 | SH |
| 23 | KB FINL GROUP INC | KB | 48241A105 | $14.2M | 1.42% | 135,607 | SH |
| 24 | LAMAR ADVERTISING CO | LAMR | 512816109 | $12.9M | 1.29% | 82,766 | SH |
| 25 | HUBBELL INC | HUBB | 443510607 | $12.8M | 1.28% | 24,441 | SH |
| 26 | GSK PLC | GSK | 37733W204 | $11.3M | 1.13% | 215,664 | SH |
| 27 | MARATHON PETE CORP | MPC | 56585A102 | $10.3M | 1.03% | 40,268 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $10.2M | 1.02% | 18,191 | SH |
| 29 | MATADOR RES CO | MTDR | 576485205 | $9.3M | 0.93% | 187,674 | SH |
| 30 | COMCAST CORP NEW | CMCSA | 20030N101 | $9.2M | 0.92% | 376,554 | SH |
| 31 | BRITISH AMERN TOB PLC | BTI | 110448107 | $8.6M | 0.86% | 139,453 | SH |
| 32 | LAM RESEARCH CORP | LRCX | 512807306 | $8.6M | 0.86% | 19,824 | SH |
| 33 | APA CORPORATION | APA | 03743Q108 | $8.5M | 0.85% | 261,415 | SH |
| 34 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $7.9M | 0.79% | 33,184 | SH |
| 35 | ISHARES TR | SGOV | 46436E718 | $7.7M | 0.77% | 76,730 | SH |
| 36 | INTUIT | INTU | 461202103 | $7.4M | 0.74% | 28,443 | SH |
| 37 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $6.0M | 0.60% | 120,152 | SH |
| 38 | DANAOS CORPORATION | DAC | Y1968P121 | $5.8M | 0.58% | 47,412 | SH |
| 39 | PERFORMANCE FOOD GROUP CO | PFGC | 71377A103 | $5.1M | 0.51% | 46,003 | SH |
| 40 | NICOLET BANKSHARES INC | NIC | 65406E102 | $5.1M | 0.51% | 30,792 | SH |
| 41 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.0M | 0.50% | 63,544 | SH |
| 42 | STEEL DYNAMICS INC | STLD | 858119100 | $4.8M | 0.48% | 20,934 | SH |
| 43 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $4.6M | 0.45% | 78,263 | SH |
| 44 | M-TRON INDS INC | MPTI | 55380K109 | $4.5M | 0.45% | 45,347 | SH |
| 45 | MIDERA FOOD PROCESSING INC | MFP | 59739R104 | $4.4M | 0.44% | 110,714 | SH |
| 46 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $4.2M | 0.42% | 51,166 | SH |
| 47 | ISHARES TR | SHV | 464288679 | $4.1M | 0.41% | 37,117 | SH |
| 48 | SOUTHSTATE BK CORP | SSB | 84472E102 | $4.0M | 0.40% | 40,512 | SH |
| 49 | ACM RESH INC | ACMR | 00108J109 | $3.6M | 0.36% | 28,732 | SH |
| 50 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $3.5M | 0.35% | 16,408 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $1.00B | 166 | 0000902584-26-000007 |
| 2026-03-31 | 2026-05-14 | $813.5M | 170 | 0000902584-26-000003 |
| 2025-12-31 | 2026-02-13 | $795.7M | 176 | 0000902584-26-000002 |
| 2025-09-30 | 2025-11-13 | $761.4M | 182 | 0000902584-25-000004 |
Filer Information
Address
180 N. STETSON AVENUESUITE 5500
CHICAGO, IL 60601
Phone
(312) 565-1414
Filing Manager
ADVISORY RESEARCH INC
CHICAGO, IL
Signatory
Bruce Zessar
Chief Compliance Officer