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, Q4 2023
Institutional positions in Atlas Energy Solutions Inc. as of Dec 31, 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
- 120
- −2 vs. Q3 2023
- Shares held
- 34.6M
- +14.3M (+70.2%) vs. Q3 2023
- Total value
- $595.5M
- +$143.6M (+31.8%) vs. Q3 2023
- New holders
- 34
- 46 more added
- Sold out
- 36
- 26 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,582,507 | $78.9M | 0.00% | +2,948,611+180.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,688,621 | $46.3M | 0.16% | +1,110,399+70.4% | Added |
| Janus Henderson Group PLC | 1,999,288 | $34.4M | 0.02% | +16,569+0.8% | Added |
| BlackRock Inc. | 1,986,002 | $34.2M | 0.00% | +849,168+74.7% | Added |
| Villere St Denis J & Co LLC | 1,813,539 | $31.2M | 2.57% | +1,306,900+258.0% | Added |
| Clearbridge Investments, LLC | 1,668,486 | $28.7M | 0.02% | −11,651−0.7% | Reduced |
| Venturi Wealth Management, LLC | 1,623,845 | $28.0M | 1.98% | +1,623,845 | New |
| Meridian Wealth Advisors, LLC | 1,265,675 | $21.8M | 4.77% | +1,265,675 | New |
| Encompass Capital Advisors LLC | 1,229,456 | $21.2M | 1.24% | +5,554+0.5% | Added |
| Victory Capital Management Inc | 1,196,789 | $20.6M | 0.02% | −37,736−3.1% | Reduced |
| HITE Hedge Asset Management LLC | 1,139,426 | $19.6M | 2.06% | +773,561+211.4% | Added |
| Goldman Sachs Group Inc | 1,136,136 | $19.6M | 0.00% | +637,249+127.7% | Added |
| Schwab Charitable Fund | 1,040,757 | $17.9M | 0.96% | +1,040,757 | New |
| Evergreen Capital Management LLC | 939,613 | $16.2M | 0.66% | +939,613 | New |
| State Street Corp | 790,121 | $13.6M | 0.00% | +493,270+166.2% | Added |
| Jacobs Levy Equity Management, Inc | 745,062 | $12.8M | 0.06% | +163,928+28.2% | Added |
| Nuveen Asset Management, LLC | 713,475 | $12.3M | 0.00% | +13,486+1.9% | Added |
| Geode Capital Management, LLC | 708,611 | $12.2M | 0.00% | +376,682+113.5% | Added |
| Capstone Investment Advisors, LLC | 500,000 | $8.61M | 0.15% | +275,000+122.2% | Added |
| Indie Asset Partners, LLC | 424,626 | $7.31M | 6.60% | +133,008+45.6% | Added |
| Invesco Ltd. | 381,925 | $6.58M | 0.00% | +283,847+289.4% | Added |
| Adage Capital Partners GP, L.L.C. | 375,000 | $6.46M | 0.01% | +290,675+344.7% | Added |
| Bank of New York Mellon Corp | 348,934 | $6.01M | 0.00% | +291,332+505.8% | Added |
| Charles Schwab Investment Management Inc | 336,324 | $5.79M | 0.00% | +204,176+154.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 332,174 | $5.72M | 1.18% | +12,245+3.8% | Added |
| Hodges Capital Management Inc. | 286,000 | $4.93M | 0.26% | +182,100+175.3% | Added |
| Two Sigma Investments, LP | 250,328 | $4.31M | 0.01% | −6,643−2.6% | Reduced |
| Northern Trust Corp | 220,446 | $3.80M | 0.00% | +72,547+49.1% | Added |
| Bank of America Corp | 218,872 | $3.77M | 0.00% | −57,120−20.7% | Reduced |
| Millennium Management LLC | 202,797 | $3.49M | 0.00% | +163,816+420.2% | Added |
| Keeley-Teton Advisors, LLC | 194,966 | $3.36M | 0.43% | +58,004+42.4% | Added |
| Ghisallo Capital Management LLC | 190,000 | $3.27M | 0.34% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 184,500 | $3.18M | 0.01% | +70,300+61.6% | Added |
| Ieq Capital, LLC | 161,811 | $2.79M | 0.05% | +149,699+1,236.0% | Added |
| Austin Asset Management Co Inc | 157,243 | $2.71M | 0.71% | +157,243 | New |
| Americana Partners, LLC | 149,989 | $2.58M | 0.25% | +149,989 | New |
| Alyeska Investment Group, L.P. | 144,612 | $2.49M | 0.02% | −35,980−19.9% | Reduced |
| Pathstone Holdings, LLC | 141,817 | $2.44M | 0.01% | +141,817 | New |
| Beck Capital Management, LLC | 135,189 | $2.33M | 0.80% | −5,083−3.6% | Reduced |
| Russell Investments Group, Ltd. | 128,694 | $2.22M | 0.00% | +73,202+131.9% | Added |
| First Sabrepoint Capital Management LP | 126,415 | $2.18M | 0.99% | +126,415 | New |
| Morgan Stanley | 114,595 | $1.97M | 0.00% | −115,276−50.1% | Reduced |
| Ameriprise Financial Inc | 96,516 | $1.66M | 0.00% | −720,933−88.2% | Reduced |
| Voloridge Investment Management, LLC | 88,453 | $1.52M | 0.01% | −49,062−35.7% | Reduced |
| Palogic Value Management, L.P. | 85,000 | $1.46M | 0.65% | +85,000 | New |
| Cetera Advisor Networks LLC | 84,146 | $1.45M | 0.01% | +84,146 | New |
| Atom Investors LP | 77,826 | $1.34M | 0.24% | +77,826 | New |
| UBS Group AG | 71,468 | $1.23M | 0.00% | +71,320+48,189.2% | Added |
| Jump Financial, LLC | 67,537 | $1.16M | 0.04% | +67,537 | New |
| Edge Capital Group, LLC | 66,674 | $1.15M | 0.06% | +53,459+404.5% | Added |
| CastleKnight Management LP | 60,100 | $1.03M | 0.17% | 00.0% | Unchanged |
| Barclays PLC | 53,438 | $920.2K | 0.00% | +47,442+791.2% | Added |
| Public Employees Retirement System of Ohio | 51,573 | $888.1K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 47,773 | $822.7K | 0.07% | +14,936+45.5% | Added |
| Captrust Financial Advisors | 47,368 | $815.7K | 0.00% | +22,090+87.4% | Added |
| SEI Investments Co | 40,224 | $692.6K | 0.00% | −20,896−34.2% | Reduced |
| Outfitter Financial LLC | 34,540 | $594.8K | 0.52% | +4,400+14.6% | Added |
| LPL Financial LLC | 32,319 | $556.5K | 0.00% | +3,989+14.1% | Added |
| Wells Fargo & Company | 32,182 | $554.2K | 0.00% | +25,577+387.2% | Added |
| STRS Ohio | 31,900 | $549.0K | 0.00% | +31,900 | New |
| Jane Street Group, LLC | 29,437 | $506.9K | 0.00% | −2,068−6.6% | Reduced |
| Boston Partners | 29,336 | $505.2K | 0.00% | +16,975+137.3% | Added |
| Greenleaf Trust | 29,105 | $501.2K | 0.01% | −92,804−76.1% | Reduced |
| Resources Investment Advisors, LLC. | 25,715 | $442.8K | 0.01% | +25,715 | New |
| Rhumbline Advisers | 24,928 | $429.3K | 0.00% | +1,183+5.0% | Added |
| Citizens Financial Group Inc | 22,477 | $387.1K | 0.01% | +22,477 | New |
| Brown Advisory Inc | 21,310 | $367.0K | 0.00% | +21,310 | New |
| Walleye Trading LLC | 21,172 | $364.6K | 0.01% | +21,172 | New |
| Pekin Hardy Strauss, Inc. | 20,100 | $346.1K | 0.05% | +20,100 | New |
| Occudo Quantitative Strategies LP | 18,112 | $311.9K | 0.04% | −26,326−59.2% | Reduced |
| CI Private Wealth, LLC | 17,459 | $300.7K | 0.00% | +17,459 | New |
| Price T Rowe Associates Inc | 16,517 | $285.0K | 0.00% | +16,517 | New |
| Royal Bank of Canada | 15,941 | $274.0K | 0.00% | +12,687+389.9% | Added |
| CIBC Private Wealth Group, LLC | 15,111 | $260.2K | 0.00% | +15,111 | New |
| Susquehanna International Group, LLP | 15,101 | $260.0K | 0.00% | −18,063−54.5% | Reduced |
| Lyell Wealth Management, LP | 14,766 | $254.3K | 0.03% | +14,766 | New |
| BOK Financial Private Wealth, Inc. | 13,223 | $227.7K | 0.02% | +13,223 | New |
| Profund Advisors LLC | 13,143 | $226.3K | 0.01% | +13,143 | New |
| Alliancebernstein L.P. | 12,460 | $214.6K | 0.00% | +2,390+23.7% | Added |
| JPMorgan Chase & Co | 11,775 | $202.8K | 0.00% | −9,387−44.4% | Reduced |
| Quadrature Capital Ltd | 11,592 | $199.6K | 0.00% | −27,534−70.4% | Reduced |
| Corton Capital Inc. | 11,542 | $198.8K | 0.06% | +11,542 | New |
| Commonwealth Equity Services, LLC | 10,964 | $189.0K | 0.00% | +10,964 | New |
| CoreCommodity Management, LLC | 10,761 | $185.3K | 0.06% | +10,761 | New |
| Manufacturers Life Insurance Company, The | 10,726 | $184.7K | 0.00% | −3,159−22.8% | Reduced |
| Avondale Wealth Management | 10,500 | $180.8K | 0.15% | +4,500+75.0% | Added |
| Wealthsource Partners, LLC | 10,000 | $172.2K | 0.01% | +10,000 | New |
| MetLife Investment Management | 8,941 | $154.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 8,848 | $152.4K | 0.00% | +723+8.9% | Added |
| Deutsche Bank AG | 8,101 | $139.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,097 | $122.2K | 0.00% | +6,193+685.1% | Added |
| New York State Common Retirement Fund | 6,846 | $117.9K | 0.00% | +13+0.2% | Added |
| Citigroup Inc | 6,411 | $110.4K | 0.00% | −888−12.2% | Reduced |
| Legal & General Group Plc | 4,528 | $78.0K | 0.00% | −15,136−77.0% | Reduced |
| Group One Trading, L.P. | 4,503 | $77.5K | 0.00% | +4,503 | New |
| Comerica Bank | 4,154 | $71.5K | 0.00% | +48+1.2% | Added |
| State of Wyoming | 3,654 | $62.9K | 0.01% | +1,973+117.4% | Added |
| California State Teachers Retirement System | 2,930 | $50.5K | 0.00% | −15,877−84.4% | Reduced |
| Amalgamated Bank | 1,572 | $27.0K | 0.00% | −163−9.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,344 | $23.1K | 0.00% | 00.0% | Unchanged |