ADVISORY RESEARCH INC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 813,482
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 137 | 813,482 | 13F-HR | ADVISORY RESEARCH INC |
| Q4 2025 | 2/13/2026 | 143 | 795,729 | 13F-HR | ADVISORY RESEARCH INC |
| Q3 2025 | 11/13/2025 | 149 | 761,445 | 13F-HR | ADVISORY RESEARCH INC |
| Q2 2025 | 8/13/2025 | 142 | 650,932 | 13F-HR | ADVISORY RESEARCH INC |
| Q1 2014 | 5/15/2014 | 792 | 9,686,046 | 13F-HR | ADVISORY RESEARCH INC |
| Q4 2013 | 2/14/2014 | 309 | 9,720,045 | 13F-HR | ADVISORY RESEARCH INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 764.9 K | 94.0% | 0 | 15.46 K | -15.46 K |
| ETFs | 48.63 K | 6.0% | 33.21 K | 0 | 33.21 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
813,482
Holdings
137
QoQ value change ($000)
17,753
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.