Skip to main content

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 $1.75B in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Atlas Energy Solutions Inc. as of Sep 30, 2023. 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
123
+34 vs. Q2 2023
Shares held
20.4M
+2.50M (+14.0%) vs. Q2 2023
Total value
$452.8M
+$142.8M (+46.1%) vs. Q2 2023
New holders
52
30 more added
Sold out
18
29 more reduced

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 123 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 66 institutionsQ2 2023: 89 institutionsQ3 2023: 123 institutionsQ4 2023: 120 institutionsQ1 2024: 159 institutionsQ2 2024: 174 institutionsQ3 2024: 185 institutionsQ4 2024: 210 institutionsQ1 2025: 257 institutionsQ2 2025: 258 institutionsQ3 2025: 244 institutionsQ4 2025: 233 institutionsQ1 2026: 242 institutionsQ2 2026: 285 institutions
Value heldQ3 2023: $452.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $321.3MQ2 2023: $310.0MQ3 2023: $452.8MQ4 2023: $595.5MQ1 2024: $1.16BQ2 2024: $1.16BQ3 2024: $1.39BQ4 2024: $1.66BQ1 2025: $1.56BQ2 2025: $1.22BQ3 2025: $1.00BQ4 2025: $826.3MQ1 2026: $1.16BQ2 2026: $1.75B
Institutions holding AESI and their total value by quarter
QuarterHoldersValue
Q2 2026285$1.75B
Q1 2026242$1.16B
Q4 2025233$826.3M
Q3 2025244$1.00B
Q2 2025258$1.22B
Q1 2025257$1.56B
Q4 2024210$1.66B
Q3 2024185$1.39B
Q2 2024174$1.16B
Q1 2024159$1.16B
Q4 2023120$595.5M
Q3 2023123$452.8M
Q2 202389$310.0M
Q1 202366$321.3M
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q2 2023.

Institutions holding AESI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC1,982,719$44.1M0.03%−14,319−0.7%Reduced
Clearbridge Investments, LLC1,680,137$37.3M0.04%−40,259−2.3%Reduced
Vanguard Group Inc1,633,896$36.3M0.00%+51,812+3.3%Added
Barrow Hanley Mewhinney & Strauss LLC1,578,222$35.1M0.13%+1,578,222New
Victory Capital Management Inc1,234,525$27.4M0.03%−61,932−4.8%Reduced
Encompass Capital Advisors LLC1,223,902$27.2M1.70%−147,053−10.7%Reduced
BlackRock Inc.1,136,834$25.3M0.00%−126,363−10.0%Reduced
Ameriprise Financial Inc817,449$18.2M0.01%+817,449New
Nuveen Asset Management, LLC699,989$15.6M0.01%+583,122+499.0%Added
Jacobs Levy Equity Management, Inc581,134$12.9M0.08%+531,261+1,065.2%Added
Villere St Denis J & Co LLC506,639$11.3M0.96%+506,639New
Goldman Sachs Group Inc498,887$11.1M0.00%−87,289−14.9%Reduced
HITE Hedge Asset Management LLC365,865$8.13M0.87%−874,472−70.5%Reduced
Geode Capital Management, LLC331,929$7.66M0.00%+16,078+5.1%Added
B & T Capital Management DBA Alpha Capital Management319,929$7.11M1.66%+319,929New
State Street Corp296,851$6.60M0.00%+42,396+16.7%Added
Indie Asset Partners, LLC291,618$6.48M6.53%+291,618New
Bank of America Corp275,992$6.14M0.00%+213,570+342.1%Added
Two Sigma Investments, LP256,971$5.71M0.02%+193,975+307.9%Added
Morgan Stanley229,871$5.11M0.00%+138,171+150.7%Added
Capstone Investment Advisors, LLC225,000$5.00M0.13%−26,901−10.7%Reduced
Ghisallo Capital Management LLC190,000$4.22M0.43%00.0%Unchanged
Marshall Wace, LLP188,512$4.19M0.01%+101,614+116.9%Added
Alyeska Investment Group, L.P.180,592$4.01M0.03%−349,663−65.9%Reduced
EAM Global Investors LLC151,030$3.36M0.91%+151,030New
Northern Trust Corp147,899$3.29M0.00%+9,028+6.5%Added
Beck Capital Management, LLC140,272$3.12M1.20%−46,840−25.0%Reduced
Voloridge Investment Management, LLC137,515$3.06M0.02%+137,515New
Keeley-Teton Advisors, LLC136,962$3.04M0.43%+136,962New
Charles Schwab Investment Management Inc132,148$2.94M0.00%+5,152+4.1%Added
Point72 Asset Management, L.P.122,600$2.73M0.01%−79,056−39.2%Reduced
Greenleaf Trust121,909$2.71M0.03%+121,909New
EAM Investors, LLC115,112$2.56M0.49%+115,112New
Two Sigma Advisers, LP114,200$2.54M0.01%+99,700+687.6%Added
Hodges Capital Management Inc.103,900$2.31M0.28%+103,900New
Renaissance Technologies LLC98,400$2.19M0.00%+7,700+8.5%Added
Invesco Ltd.98,078$2.18M0.00%+51,994+112.8%Added
Schroder Investment Management Group94,951$2.11M0.00%−1,466−1.5%Reduced
Maven Securities LTD90,000$2.00M0.22%+90,000New
Adage Capital Partners GP, L.L.C.84,325$1.87M0.00%−805,999−90.5%Reduced
Squarepoint Ops LLC75,000$1.67M0.01%00.0%Unchanged
Monashee Investment Management LLC72,499$1.61M0.67%−2,501−3.3%Reduced
D. E. Shaw & Co., Inc.69,866$1.55M0.00%+69,866New
Cumberland Partners Ltd68,879$1.53M0.15%+68,879New
HRT Financial LP66,245$1.47M0.01%+66,245New
SEI Investments Co61,120$1.36M0.00%+18,660+43.9%Added
CastleKnight Management LP60,100$1.34M0.23%−15,000−20.0%Reduced
Bank of New York Mellon Corp57,602$1.28M0.00%+9,833+20.6%Added
Russell Investments Group, Ltd.55,492$1.23M0.00%+52,453+1,726.0%Added
Public Employees Retirement System of Ohio51,573$1.15M0.01%+47,623+1,205.6%Added
Walleye Capital LLC45,108$1.00M0.01%+45,108New
Occudo Quantitative Strategies LP44,438$987.9K0.13%+44,438New
Raymond James & Associates44,202$982.6K0.00%−15,921−26.5%Reduced
Pathstone Family Office, LLC42,363$941.7K0.01%+27,363+182.4%Added
First Dallas Securities Inc.39,700$883.0K0.20%+39,700New
Quadrature Capital Ltd39,126$869.6K0.02%+19,621+100.6%Added
Millennium Management LLC38,981$866.5K0.00%−116,013−74.8%Reduced
Tudor Investment Corp Et Al38,897$864.7K0.01%+38,897New
Swiss National Bank37,700$838.1K0.00%+37,700New
Stifel Financial Corp34,902$775.9K0.00%+34,902New
Susquehanna International Group, LLP33,164$737.2K0.00%−22,855−40.8%Reduced
Tectonic Advisors LLC32,837$730.0K0.07%+32,837New
AXS Investments LLC32,000$711.4K0.18%+32,000New
First Trust Advisors LP31,881$708.7K0.00%+31,881New
Jane Street Group, LLC31,505$700.4K0.00%+31,505New
J.W. Cole Advisors, Inc.31,100$691.4K0.05%+31,100New
Outfitter Financial LLC30,140$670.0K0.63%+30,140New
Credit Suisse AG29,811$662.7K0.00%+29,811New
LPL Financial LLC28,330$629.8K0.00%−977−3.3%Reduced
Panagora Asset Management Inc28,312$629.4K0.00%+28,312New
Captrust Financial Advisors25,278$561.9K0.00%+25,278New
Rhumbline Advisers23,745$527.8K0.00%+1,303+5.8%Added
Gsa Capital Partners LLP23,503$522.0K0.04%+23,503New
JPMorgan Chase & Co21,162$470.4K0.00%−2,615−11.0%Reduced
Jefferies Financial Group Inc.20,000$444.6K0.01%+20,000New
Legal & General Group Plc19,664$437.1K0.00%−50,295−71.9%Reduced
California State Teachers Retirement System18,807$418.1K0.00%+13,391+247.2%Added
Verition Fund Management LLC16,607$369.2K0.00%+16,607New
IFP Advisors, Inc16,156$359.1K0.02%+16,156New
Manufacturers Life Insurance Company, The13,885$308.7K0.00%+13,885New
Edge Capital Group, LLC13,215$293.8K0.02%+13,215New
Raymond James Financial Services Advisors, Inc.13,119$291.6K0.00%+13,119New
Boston Partners12,361$274.8K0.00%+12,361New
Ieq Capital, LLC12,112$269.3K0.01%+12,112New
Sandia Investment Management LP10,900$242.3K0.07%−9,100−45.5%Reduced
Flputnam Investment Management Co10,213$227.0K0.01%+10,213New
Alliancebernstein L.P.10,070$223.9K0.00%+10,070New
Diversified Trust Co9,219$204.9K0.01%+9,219New
MetLife Investment Management8,941$198.8K0.00%00.0%Unchanged
American International Group, Inc.8,125$180.6K0.00%+289+3.7%Added
Deutsche Bank AG8,101$180.1K0.00%00.0%Unchanged
Citigroup Inc7,299$162.3K0.00%−4,901−40.2%Reduced
New York State Common Retirement Fund6,833$151.9K0.00%+133+2.0%Added
Wells Fargo & Company6,605$146.8K0.00%−1,045−13.7%Reduced
Avondale Wealth Management6,000$133.4K0.12%+3,000+100.0%Added
Barclays PLC5,996$133.3K0.00%+2,654+79.4%Added
The PNC Financial Services Group, Inc.5,571$123.8K0.00%+5,181+1,328.5%Added
Lazard Asset Management LLC5,537$122.0K0.00%+5,537New
Comerica Bank4,106$91.3K0.00%+4,106New
Cubist Systematic Strategies, LLC3,808$84.7K0.00%−9,196−70.7%Reduced