Atlas Energy Solutions Inc.
AESI- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001984060
No open-market purchases or sales by Atlas Energy Solutions Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $1.76B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Atlas Energy Solutions Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 285
- +46 vs. Q1 2026
- Shares held
- 105.9M
- +20.1M (+23.4%) vs. Q1 2026
- Total value
- $1.76B
- +$632.2M (+56.1%) vs. Q1 2026
- New holders
- 76
- 93 more added
- Sold out
- 30
- 73 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AESI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $1.76B |
| Q1 2026 | 242 | $1.16B |
| Q4 2025 | 233 | $826.8M |
| Q3 2025 | 244 | $1.00B |
| Q2 2025 | 258 | $1.23B |
| Q1 2025 | 257 | $1.56B |
| Q4 2024 | 210 | $1.66B |
| Q3 2024 | 185 | $1.40B |
| Q2 2024 | 174 | $1.16B |
| Q1 2024 | 159 | $1.16B |
| Q4 2023 | 120 | $597.7M |
| Q3 2023 | 123 | $452.8M |
| Q2 2023 | 89 | $310.0M |
| Q1 2023 | 66 | $321.3M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,173,130 | $218.8M | 0.00% | +1,682,276+14.6% | Added |
| Encompass Capital Advisors LLC | 6,540,322 | $108.6M | 4.69% | −2,594,860−28.4% | Reduced |
| Vanguard Portfolio Management LLC | 5,030,795 | $83.6M | 0.00% | +184,364+3.8% | Added |
| UBS Group AG | 3,842,286 | $63.8M | 0.01% | +1,482,314+62.8% | Added |
| State Street Corp | 3,817,473 | $63.4M | 0.00% | +459,446+13.7% | Added |
| Vanguard Capital Management LLC | 3,556,075 | $59.1M | 0.00% | +25,539+0.7% | Added |
| Two Sigma Investments, LP | 3,209,946 | $53.3M | 0.04% | +3,209,946 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 2,651,438 | $44.0M | 0.13% | −498,453−15.8% | Reduced |
| Ensign Peak Advisors, Inc | 2,508,739 | $41.7M | 0.07% | +2,508,739 | New |
| Voya Investment Management LLC | 2,173,520 | $36.1M | 0.03% | +2,160,030+16,012.1% | Added |
| Webs Creek Capital Management LP | 2,104,940 | $35.0M | 6.62% | +2,104,940 | New |
| Geode Capital Management, LLC | 2,066,553 | $34.3M | 0.00% | +202,411+10.9% | Added |
| Goldman Sachs Group Inc | 1,987,887 | $33.0M | 0.00% | +182,524+10.1% | Added |
| Alyeska Investment Group, L.P. | 1,983,643 | $32.9M | 0.08% | +1,983,643 | New |
| Dimensional Fund Advisors LP | 1,966,804 | $32.7M | 0.01% | +464,324+30.9% | Added |
| Pine Ridge Advisers LLC | 1,844,036 | $30.6M | 1.89% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 1,834,289 | $30.5M | 0.20% | +1,834,289 | New |
| Millennium Management LLC | 1,678,110 | $27.9M | 0.02% | −786,117−31.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,623,287 | $27.0M | 0.01% | +970,031+148.5% | Added |
| Empyrean Capital Partners, LP | 1,618,000 | $26.9M | 0.95% | +1,618,000 | New |
| Bank of America Corp | 1,601,352 | $26.6M | 0.00% | +1,074,739+204.1% | Added |
| Palo Duro Investment Partners, LP | 1,462,748 | $24.3M | 4.69% | +1,462,748 | New |
| Jupiter Topco LLC | 1,423,131 | $23.6M | 0.01% | +1,423,131 | New |
| Villere St Denis J & Co LLC | 1,349,299 | $22.4M | 2.68% | −506,788−27.3% | Reduced |
| Morgan Stanley | 1,273,572 | $21.2M | 0.00% | +369,910+40.9% | Added |
| Ameriprise Financial Inc | 1,231,394 | $20.5M | 0.00% | −127,532−9.4% | Reduced |
| Venturi Wealth Management, LLC | 1,086,254 | $18.0M | 0.70% | 00.0% | Unchanged |
| Northern Trust Corp | 1,056,308 | $17.5M | 0.00% | +283,470+36.7% | Added |
| Wellington Management Group LLP | 1,029,987 | $17.1M | 0.00% | −450,880−30.4% | Reduced |
| Franklin Resources Inc | 1,022,490 | $17.0M | 0.00% | −379,645−27.1% | Reduced |
| Renaissance Technologies LLC | 991,100 | $16.5M | 0.02% | +991,100 | New |
| Nixon Capital, LLC | 927,651 | $15.4M | 4.91% | −267,539−22.4% | Reduced |
| Wells Fargo & Company | 924,636 | $15.4M | 0.00% | +891,712+2,708.4% | Added |
| HRT Financial LP | 906,814 | $15.1M | 0.03% | +627,007+224.1% | Added |
| Citigroup Inc | 897,425 | $14.9M | 0.01% | +848,871+1,748.3% | Added |
| Silvercrest Asset Management Group LLC | 808,922 | $13.4M | 0.09% | +95,534+13.4% | Added |
| Meridian Wealth Advisors, LLC | 789,299 | $13.1M | 1.49% | −164,659−17.3% | Reduced |
| Charles Schwab Investment Management Inc | 763,558 | $12.7M | 0.00% | +41,805+5.8% | Added |
| Ashford Capital Management Inc | 762,310 | $12.7M | 1.36% | +599,870+369.3% | Added |
| CenterBook Partners LP | 639,169 | $10.6M | 0.52% | −285,769−30.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 635,481 | $10.6M | 1.38% | +2,452+0.4% | Added |
| Consolidated Portfolio Review Corp | 627,945 | $10.4M | 0.87% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 570,571 | $9.48M | 0.17% | −249,751−30.4% | Reduced |
| CDC Financial, Inc. | 552,750 | $9.18M | 7.05% | +34,659+6.7% | Added |
| Invesco Ltd. | 532,220 | $8.84M | 0.00% | −53,733−9.2% | Reduced |
| Vanguard Fiduciary Trust Co | 515,820 | $8.57M | 0.00% | +3,100+0.6% | Added |
| Jump Financial, LLC | 509,860 | $8.47M | 0.08% | +509,860 | New |
| JPMorgan Chase & Co | 498,757 | $8.40M | 0.00% | +432,221+649.6% | Added |
| Lazard Asset Management LLC | 483,977 | $8.04M | 0.01% | −41,324−7.9% | Reduced |
| Evergreen Capital Management LLC | 483,933 | $8.04M | 0.14% | −141,554−22.6% | Reduced |
| Bank of New York Mellon Corp | 467,494 | $7.77M | 0.00% | +38,992+9.1% | Added |
| Assenagon Asset Management S.A. | 421,630 | $7.00M | 0.00% | +421,630 | New |
| D. E. Shaw & Co., Inc. | 395,772 | $6.57M | 0.00% | +395,772 | New |
| Quantinno Capital Management LP | 375,516 | $6.24M | 0.01% | −8,492−2.2% | Reduced |
| Principal Financial Group Inc | 374,387 | $6.22M | 0.00% | −899−0.2% | Reduced |
| Citadel Advisors LLC | 373,417 | $6.20M | 0.00% | +202,069+117.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 358,167 | $5.95M | 0.01% | +358,167 | New |
| Man Group plc | 324,209 | $5.39M | 0.01% | +298,165+1,144.9% | Added |
| Advisors Asset Management, Inc. | 316,304 | $5.25M | 0.08% | −3,540−1.1% | Reduced |
| Balyasny Asset Management LLC | 284,847 | $4.73M | 0.01% | −7,875−2.7% | Reduced |
| Simcoe Capital LLC | 281,131 | $4.67M | 2.85% | −51,324−15.4% | Reduced |
| Point72 Asset Management, L.P. | 280,439 | $4.66M | 0.01% | +280,439 | New |
| Trexquant Investment LP | 274,788 | $4.56M | 0.03% | +274,788 | New |
| Public Sector Pension Investment Board | 266,060 | $4.42M | 0.01% | −8,958−3.3% | Reduced |
| Tudor Investment Corp Et Al | 254,793 | $4.23M | 0.02% | +254,793 | New |
| Cullinan Associates Inc | 252,000 | $4.19M | 0.32% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 250,000 | $4.15M | 1.38% | −52,000−17.2% | Reduced |
| Russell Investments Group, Ltd. | 248,826 | $4.13M | 0.00% | −26,011−9.5% | Reduced |
| Barclays PLC | 236,412 | $3.93M | 0.00% | +146,644+163.4% | Added |
| SIR Capital Management, L.P. | 231,347 | $3.84M | 0.44% | −211,343−47.7% | Reduced |
| Tejara Capital Ltd | 231,200 | $3.84M | 1.58% | +231,200 | New |
| Nuveen, LLC | 225,855 | $3.75M | 0.00% | +83,439+58.6% | Added |
| Quantbot Technologies LP | 215,833 | $3.58M | 0.14% | +179,296+490.7% | Added |
| Rhumbline Advisers | 201,344 | $3.34M | 0.00% | −22,782−10.2% | Reduced |
| American Century Companies Inc | 190,605 | $3.17M | 0.00% | +3,525+1.9% | Added |
| PDT Partners, LLC | 183,871 | $3.05M | 0.16% | +183,871 | New |
| Picton Mahoney Asset Management | 182,657 | $3.03M | 0.03% | +182,657 | New |
| Orvieto Partners, L.P. | 170,000 | $2.82M | 2.13% | +40,000+30.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 168,986 | $2.81M | 0.00% | −19,742−10.5% | Reduced |
| Marshall Wace, LLP | 154,921 | $2.57M | 0.00% | +154,921 | New |
| Toroso Investments, LLC | 152,010 | $2.52M | 0.01% | +54,731+56.3% | Added |
| Legal & General Group Plc | 151,426 | $2.52M | 0.00% | +718+0.5% | Added |
| AQR Capital Management LLC | 148,910 | $2.47M | 0.00% | +128,809+640.8% | Added |
| Jane Street Group, LLC | 148,855 | $2.47M | 0.00% | +148,855 | New |
| Americana Partners, LLC | 148,123 | $2.46M | 0.06% | −3,632−2.4% | Reduced |
| Stifel Financial Corp | 137,201 | $2.28M | 0.00% | −1,355−1.0% | Reduced |
| Price T Rowe Associates Inc | 134,682 | $2.24M | 0.00% | +24,766+22.5% | Added |
| Argentarii, LLC | 181,293 | $2.17M | 0.65% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 128,914 | $2.14M | 0.12% | +44,633+53.0% | Added |
| UBS Asset Management Americas Inc | 127,599 | $2.12M | 0.00% | −8,381−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 123,892 | $2.06M | 0.01% | −7,315−5.6% | Reduced |
| Guggenheim Capital LLC | 119,219 | $1.98M | 0.01% | +35,459+42.3% | Added |
| Ilex Capital Partners (UK) LLP | 116,693 | $1.94M | 0.04% | +116,693 | New |
| Palogic Value Management, L.P. | 114,154 | $1.90M | 0.34% | +42,854+60.1% | Added |
| First Trust Advisors LP | 113,013 | $1.88M | 0.00% | −157,340−58.2% | Reduced |
| New York State Teachers Retirement System | 107,761 | $1.79M | 0.00% | +2,635+2.5% | Added |
| Steadtrust LLC | 102,000 | $1.69M | 0.86% | +22,000+27.5% | Added |
| Swiss National Bank | 100,200 | $1.66M | 0.00% | +2,600+2.7% | Added |
| Schonfeld Strategic Advisors LLC | 96,935 | $1.61M | 0.01% | +96,935 | New |
| Deutsche Bank AG | 91,110 | $1.51M | 0.00% | +17,613+24.0% | Added |