Advisory Research Inc

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$651M
Signature - Title
Bruce Zessar - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Advisory Research Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advisory Research Inc reported 142 stock holdings with total value $651M as of Q2 2025. Top holdings included BELFB, TRS, PM, AVGO, and TSM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 142 $651M +$82.3M -$50.8M +$31.4M BELFB, TRS, PM, AVGO, TSM 13F-HR 8/13/2025, 04:01 PM
Q1 2025 148 $567M +$79.3M -$83.9M -$4.62M BELFB, JBTM, TRS, PM, PHIN 13F-HR 5/14/2025, 11:46 AM
Q4 2024 152 $602M +$76.5M -$45.1M +$31.4M BELFB, JBTM, AVGO, PHIN, TRS 13F-HR 2/13/2025, 05:05 PM
Q3 2024 156 $563M +$77.8M -$71.6M +$6.2M MLR, BELFB, PHIN, AVGO, TSM 13F-HR 11/13/2024, 07:11 PM
Q2 2024 160 $532M +$99.7M -$63.6M +$36M MLR, MSFT, ESGR, TSM, AVGO 13F-HR 8/13/2024, 01:37 PM
Q1 2024 157 $503M +$98.1M -$282M -$184M MSFT, MLR, ESGR, VVI, HUBB 13F-HR 5/14/2024, 01:58 PM
Q4 2023 329 $648M +$105M -$256M -$151M MSFT, ESGR, MLR, MDC, VVI 13F-HR 2/13/2024, 03:04 PM
Q3 2023 508 $717M +$119M -$150M -$30.9M MSFT, MLR, ESGR, ABG, AAPL 13F-HR 11/13/2023, 12:08 PM
Q2 2023 516 $780M +$274M -$138M +$137M MSFT, RS, AAPL, ESGR, PFGC 13F-HR 8/14/2023, 02:54 PM
Q1 2023 347 $608M +$87.2M -$261M -$174M MSFT, RS, PFGC, ACN, ESGR 13F-HR 5/12/2023, 03:31 PM
Q4 2022 360 $1.06B +$171M -$160M +$11.4M FANG, OVV, ERF, SM, DEN 13F-HR 2/13/2023, 11:24 AM
Q3 2022 350 $1.02B +$156M -$120M +$35.6M DEN, SM, OVV, ERF, CHK 13F-HR 11/14/2022, 07:57 PM
Q2 2022 357 $1.02B +$182M -$148M +$33.8M DEN, SM, OVV, AR, ERF Restatement 8/17/2022, 01:09 PM
Q1 2022 389 $1.25B +$235M -$117M +$118M DEN, SM, AR, DVN, OVV 13F-HR 5/16/2022, 11:21 AM
Q4 2021 348 $1.27B +$210M -$467M -$257M DEN, EQT, SM, DVN, CTRA 13F-HR 2/10/2022, 06:33 PM
Q3 2021 355 $1.56B +$404M -$363M +$40.7M DEN, EQT, DVN, VVV, SM 13F-HR 11/12/2021, 12:51 PM
Q2 2021 353 $1.52B +$262M -$278M -$17M DEN, FANG, DVN, VVV, JPM 13F-HR 8/13/2021, 05:40 PM
Q1 2021 338 $1.42B +$339M -$472M -$134M FANG, DEN, DVN, JPM, VVV 13F-HR 5/11/2021, 06:59 PM
Q4 2020 314 $1.36B +$439M -$189M +$250M TSM, FANG, BTI, WPX, JPM 13F-HR 2/12/2021, 02:04 PM
Q3 2020 302 $1.03B +$115M -$185M -$69.4M TSM, VVV, UNH, MSFT, WPX 13F-HR 11/12/2020, 04:23 PM
Q2 2020 306 $1.12B +$260M -$710M -$450M VVV, MSFT, UNH, WPX, FANG 13F-HR 8/13/2020, 04:52 PM
Q1 2020 278 $1.44B +$447M -$172M +$275M CORE, MSFT, ESGR, CNNE, UNH 13F-HR 5/12/2020, 02:35 PM
Q4 2019 303 $2.18B +$402M -$226M +$176M WPX, HHC, TRS, CORE, BCO 13F-HR 2/11/2020, 01:48 PM
Q3 2019 312 $2.08B +$139M -$245M -$106M WPX, TRS, HHC, CNNE, BCO 13F-HR 11/12/2019, 02:20 PM
Q2 2019 362 $5.09B +$260M -$237M +$23.2M ET, EPD, MMP, DCP, MPLX 13F-HR 8/14/2019, 01:56 PM
Q1 2019 340 $5.18B +$759M -$454M +$305M ET, EPD, MMP, DCP, ENLC 13F-HR 5/14/2019, 05:44 PM
Q4 2018 362 $4.72B +$751M -$523M +$228M ET, TGE, DCP, MPLX, EPD 13F-HR 2/13/2019, 12:52 PM
Q3 2018 360 $6.11B +$641M -$510M +$131M DCP, ETP, WMB, TRGP, MPLX 13F-HR 11/13/2018, 11:12 AM
Q2 2018 363 $6.25B +$1.39B -$744M +$643M DCP, WPZ, ETP, MPLX, OKE 13F-HR 8/14/2018, 01:23 PM
Q1 2018 368 $5.56B +$475M -$304M +$171M DCP, MPLX, ETP, WPZ, BPL 13F-HR 5/15/2018, 01:08 PM
Q4 2017 407 $5.98B +$400M -$480M -$79.6M DCP, MPLX, ETP, WPZ, BPL 13F-HR 2/8/2018, 04:14 PM
Q3 2017 427 $6.22B +$686M -$530M +$157M DCP, ETP, MPLX, WPZ, BPL 13F-HR 11/14/2017, 08:32 AM
Q2 2017 426 $6.34B +$1.05B -$487M +$562M DCP, ETP, WPZ, BPL, MPLX Restatement 8/22/2017, 04:33 PM
Q1 2017 396 $6.79B +$776M -$583M +$193M DCP, ETPXXXX, WPZ, MPLX, BPL 13F-HR 5/15/2017, 09:45 AM
Q4 2016 357 $6.71B +$802M -$376M +$427M DCP, ETPXXXX, WPZ, MPLX, BPL 13F-HR 2/13/2017, 12:01 PM
Q3 2016 253 $6.14B +$504M -$384M +$120M DCP, ETPXXXX, WPZ, BPL, MPLX Restatement 11/14/2016, 12:09 PM
Q2 2016 251 $5.79B +$540M -$681M -$141M DCP, ETPXXXX, BPL, MPLX, WPZ 13F-HR 8/15/2016, 06:29 PM
Q1 2016 260 $5.29B +$550M -$1.27B -$718M DCP, BPL, MPLX, EPD, ETPXXXX 13F-HR 5/16/2016, 10:45 AM
Q4 2015 277 $6.6B +$950M -$575M +$374M BPL, MPLX, DCP, EPD, CST 13F-HR 2/16/2016, 11:12 AM
Q3 2015 295 $7.03B +$1.02B -$531M +$485M EPD, ET, BPL, KMI, DCP 13F-HR 11/13/2015, 07:52 AM
Q2 2015 316 $8.81B +$819M -$649M +$170M ET, KMI, EPD, BPL, MMP Restatement 8/14/2015, 07:26 PM
Q1 2015 333 $9.15B +$929M -$837M +$91.8M ET, KMI, EPD, BPL, MMP 13F-HR 5/15/2015, 11:42 AM
Q4 2014 336 $9.61B +$1.21B -$891M +$315M ET, KMI, EPD, BPL, MMP 13F-HR 2/13/2015, 03:05 PM
Q3 2014 322 $10.3B +$886M -$536M +$350M ET, EPD, BPL, DCP, PAA 13F-HR 11/6/2014, 09:03 AM
Q2 2014 320 $10.8B +$1.22B -$658M +$560M ET, EPD, BPL, DCP, PAA 13F-HR 8/14/2014, 04:46 PM
Q1 2014 787 $9.68B +$1.03B -$836M +$195M ET, EPD, BPL, GPORQ, PAA 13F-HR 5/15/2014, 03:29 PM
Q4 2013 308 $9.72B ET, EPD, BPL, PAA, WPZXXXX 13F-HR 2/14/2014, 02:31 PM