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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $1.75B |
| Q1 2026 | 242 | $1.16B |
| Q4 2025 | 233 | $826.3M |
| Q3 2025 | 244 | $1.00B |
| Q2 2025 | 258 | $1.22B |
| Q1 2025 | 257 | $1.56B |
| Q4 2024 | 210 | $1.66B |
| Q3 2024 | 185 | $1.39B |
| Q2 2024 | 174 | $1.16B |
| Q1 2024 | 159 | $1.16B |
| Q4 2023 | 120 | $595.5M |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 188,512 | $4.19M | 0.01% | +101,614+116.9% | Added |
| Ghisallo Capital Management LLC | 190,000 | $4.22M | 0.43% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 225,000 | $5.00M | 0.13% | −26,901−10.7% | Reduced |
| Morgan Stanley | 229,871 | $5.11M | 0.00% | +138,171+150.7% | Added |
| Two Sigma Investments, LP | 256,971 | $5.71M | 0.02% | +193,975+307.9% | Added |
| Bank of America Corp | 275,992 | $6.14M | 0.00% | +213,570+342.1% | Added |
| Indie Asset Partners, LLC | 291,618 | $6.48M | 6.53% | +291,618 | New |
| State Street Corp | 296,851 | $6.60M | 0.00% | +42,396+16.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 319,929 | $7.11M | 1.66% | +319,929 | New |
| Geode Capital Management, LLC | 331,929 | $7.66M | 0.00% | +16,078+5.1% | Added |
| HITE Hedge Asset Management LLC | 365,865 | $8.13M | 0.87% | −874,472−70.5% | Reduced |
| Goldman Sachs Group Inc | 498,887 | $11.1M | 0.00% | −87,289−14.9% | Reduced |
| Villere St Denis J & Co LLC | 506,639 | $11.3M | 0.96% | +506,639 | New |
| Jacobs Levy Equity Management, Inc | 581,134 | $12.9M | 0.08% | +531,261+1,065.2% | Added |
| Nuveen Asset Management, LLC | 699,989 | $15.6M | 0.01% | +583,122+499.0% | Added |
| Ameriprise Financial Inc | 817,449 | $18.2M | 0.01% | +817,449 | New |
| BlackRock Inc. | 1,136,834 | $25.3M | 0.00% | −126,363−10.0% | Reduced |
| Encompass Capital Advisors LLC | 1,223,902 | $27.2M | 1.70% | −147,053−10.7% | Reduced |
| Victory Capital Management Inc | 1,234,525 | $27.4M | 0.03% | −61,932−4.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,578,222 | $35.1M | 0.13% | +1,578,222 | New |
| Vanguard Group Inc | 1,633,896 | $36.3M | 0.00% | +51,812+3.3% | Added |
| Clearbridge Investments, LLC | 1,680,137 | $37.3M | 0.04% | −40,259−2.3% | Reduced |
| Janus Henderson Group PLC | 1,982,719 | $44.1M | 0.03% | −14,319−0.7% | Reduced |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −850,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −423,777−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −179,166−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −93,927−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −91,089−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −44,617−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,167−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −26,293−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,519−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −13,176−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,712−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −117−100.0% | Sold out |