SEC 13F Intelligence

Managers / Q3 2020 · view latest →

ADVISORY RESEARCH INC

CIK 0000902584 · 180 N. STETSON AVENUE, SUITE 5500, CHICAGO, IL, 60601 · 312-565-1414

Reported Value
$1.0B
Q3 2020
Positions
302
Filings on Record
31
2019–present window
Filed
Nov 12, 2020
original filing

Summary

Advisory Research Inc reported $1.0B in U.S.-listed holdings across 302 positions for Q3 2020.

Compared with Q2 2020, the fund opened 51 new positions and exited 55.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $4.7BQ4 ’18Q1 ’19: $5.2BQ2 ’19: $5.1BQ3 ’19: $2.1BQ4 ’19: $2.2BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.1BQ3 ’20: $1.0BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $1.5BQ3 ’21: $1.6BQ4 ’21: $1.3BQ4 ’21Q1 ’22: $1.2BQ2 ’22: $1.0BQ3 ’22: $1.0BQ4 ’22: $1.06TQ4 ’22Q1 ’23: $608MQ2 ’23: $780MQ3 ’23: $720MQ4 ’23: $648MQ4 ’23Q1 ’24: $503MQ2 ’24: $532MQ3 ’24: $563MQ4 ’24: $602MQ4 ’24Q1 ’25: $567MQ2 ’25: $651MQ3 ’25: $761MQ4 ’25: $796MQ4 ’25Q1 ’26: $813Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$813M170May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$796M176Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$761M182Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$651M174Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$567M184May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$602M189Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$563M192Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$532M197Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$503M195May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$648M517Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$720M613Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$780M620Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$608M527May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.06T542Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.0B506Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.0B480Aug 17, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022$1.2B506May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.3B382Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B385Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.5B382Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.4B366May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.4B378Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.0B302Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B306Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.4B278May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.2B303Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.1B312Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$5.1B388Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$5.2B366May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$4.7B388Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.