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, Q1 2024
Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2024. 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
- 159
- +40 vs. Q4 2023
- Shares held
- 51.3M
- +16.8M (+48.5%) vs. Q4 2023
- Total value
- $1.16B
- +$562.2M (+94.4%) vs. Q4 2023
- New holders
- 54
- 53 more added
- Sold out
- 14
- 33 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearlake Capital Group, L.P. | 4,957,547 | $112.1M | 8.85% | +4,957,547 | New |
| Vanguard Group Inc | 4,615,793 | $104.4M | 0.00% | +33,286+0.7% | Added |
| BlackRock Inc. | 2,673,729 | $60.5M | 0.00% | +687,727+34.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,666,336 | $60.3M | 0.20% | −22,285−0.8% | Reduced |
| Janus Henderson Group PLC | 2,537,215 | $57.4M | 0.03% | +537,927+26.9% | Added |
| Clearbridge Investments, LLC | 2,305,271 | $52.1M | 0.04% | +636,785+38.2% | Added |
| Whitebox Advisors LLC | 2,343,788 | $49.7M | 1.89% | +2,343,788 | New |
| Meridian Wealth Advisors, LLC | 2,128,870 | $48.2M | 9.04% | +863,195+68.2% | Added |
| Villere St Denis J & Co LLC | 1,825,839 | $41.3M | 3.30% | +12,300+0.7% | Added |
| First Trust Advisors LP | 1,744,208 | $39.5M | 0.04% | +1,744,208 | New |
| Price T Rowe Associates Inc | 1,628,485 | $36.8M | 0.00% | +1,611,968+9,759.4% | Added |
| Victory Capital Management Inc | 1,424,458 | $32.2M | 0.03% | +227,669+19.0% | Added |
| Venturi Wealth Management, LLC | 1,419,352 | $32.1M | 2.06% | −204,493−12.6% | Reduced |
| Goldman Sachs Group Inc | 1,360,755 | $30.8M | 0.01% | +224,619+19.8% | Added |
| Encompass Capital Advisors LLC | 1,227,599 | $27.8M | 1.51% | −1,857−0.2% | Reduced |
| Nuveen Asset Management, LLC | 963,719 | $21.8M | 0.01% | +250,244+35.1% | Added |
| Evergreen Capital Management LLC | 862,839 | $19.5M | 0.74% | −76,774−8.2% | Reduced |
| State Street Corp | 824,912 | $18.7M | 0.00% | +34,791+4.4% | Added |
| Geode Capital Management, LLC | 732,649 | $16.6M | 0.00% | +24,038+3.4% | Added |
| First Sabrepoint Capital Management LP | 693,770 | $15.7M | 6.99% | +567,355+448.8% | Added |
| Copeland Capital Management, LLC | 682,172 | $15.4M | 0.28% | +682,172 | New |
| Bank of America Corp | 671,981 | $15.2M | 0.00% | +453,109+207.0% | Added |
| Driehaus Capital Management LLC | 615,792 | $13.9M | 0.14% | +615,792 | New |
| Capstone Investment Advisors, LLC | 545,859 | $12.3M | 0.23% | +45,859+9.2% | Added |
| Citadel Advisors LLC | 450,218 | $10.2M | 0.01% | +449,176+43,107.1% | Added |
| Mesirow Institutional Investment Management, Inc. | 409,088 | $9.25M | 0.82% | +409,088 | New |
| Jacobs Levy Equity Management, Inc | 405,835 | $9.18M | 0.04% | −339,227−45.5% | Reduced |
| Lazard Asset Management LLC | 385,899 | $8.73M | 0.01% | +385,899 | New |
| Invesco Ltd. | 349,768 | $7.91M | 0.00% | −32,157−8.4% | Reduced |
| UBS Group AG | 344,886 | $7.80M | 0.00% | +273,418+382.6% | Added |
| Charles Schwab Investment Management Inc | 343,497 | $7.77M | 0.00% | +7,173+2.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 338,935 | $7.67M | 1.50% | +6,761+2.0% | Added |
| Adage Capital Partners GP, L.L.C. | 335,000 | $7.58M | 0.01% | −40,000−10.7% | Reduced |
| Bank of New York Mellon Corp | 334,425 | $7.56M | 0.00% | −14,509−4.2% | Reduced |
| Quantinno Capital Management LP | 308,039 | $6.97M | 0.15% | +308,039 | New |
| CenterBook Partners LP | 302,641 | $6.85M | 0.47% | +302,641 | New |
| Northern Trust Corp | 290,604 | $6.57M | 0.00% | +70,158+31.8% | Added |
| Brandywine Global Investment Management, LLC | 289,969 | $6.56M | 0.05% | +289,969 | New |
| HITE Hedge Asset Management LLC | 260,494 | $5.89M | 0.59% | −878,932−77.1% | Reduced |
| Hodges Capital Management Inc. | 232,760 | $5.27M | 0.34% | −53,240−18.6% | Reduced |
| MSD Partners, L.P. | 237,737 | $5.07M | 0.41% | +237,737 | New |
| Keeley-Teton Advisors, LLC | 194,639 | $4.40M | 0.54% | −327−0.2% | Reduced |
| Cooke & Bieler LP | 194,025 | $4.39M | 0.04% | +194,025 | New |
| Two Sigma Investments, LP | 185,644 | $4.20M | 0.01% | −64,684−25.8% | Reduced |
| Ieq Capital, LLC | 162,094 | $3.67M | 0.05% | +283+0.2% | Added |
| Americana Partners, LLC | 149,989 | $3.39M | 0.28% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 136,363 | $3.08M | 0.01% | −5,454−3.8% | Reduced |
| Beck Capital Management, LLC | 129,839 | $2.94M | 0.84% | −5,350−4.0% | Reduced |
| Morgan Stanley | 126,663 | $2.87M | 0.00% | +12,068+10.5% | Added |
| Pine Ridge Advisers LLC | 113,480 | $2.57M | 0.30% | +113,480 | New |
| Envestnet Asset Management Inc | 109,716 | $2.48M | 0.00% | +109,716 | New |
| Citigroup Inc | 106,589 | $2.41M | 0.00% | +100,178+1,562.6% | Added |
| Russell Investments Group, Ltd. | 103,809 | $2.35M | 0.00% | −24,885−19.3% | Reduced |
| Ghisallo Capital Management LLC | 100,000 | $2.26M | 0.26% | −90,000−47.4% | Reduced |
| Cullinan Associates Inc | 100,000 | $2.26M | 0.13% | +100,000 | New |
| Crown Advisors Management, Inc. | 100,000 | $2.26M | 1.37% | +100,000 | New |
| Indie Asset Partners, LLC | 97,086 | $2.20M | 1.95% | −327,540−77.1% | Reduced |
| Austin Asset Management Co Inc | 95,000 | $2.15M | 0.46% | −62,243−39.6% | Reduced |
| SEI Investments Co | 88,106 | $1.99M | 0.00% | +47,882+119.0% | Added |
| Susquehanna International Group, LLP | 87,910 | $1.99M | 0.00% | +72,809+482.1% | Added |
| Cetera Investment Advisers | 87,757 | $1.99M | 0.00% | +87,757 | New |
| Palogic Value Management, L.P. | 84,664 | $1.92M | 0.83% | −336−0.4% | Reduced |
| Raymond James & Associates | 70,271 | $1.59M | 0.00% | +70,271 | New |
| Edge Capital Group, LLC | 66,674 | $1.51M | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 64,400 | $1.46M | 0.00% | −120,100−65.1% | Reduced |
| CastleKnight Management LP | 60,100 | $1.36M | 0.20% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 59,098 | $1.34M | 0.01% | +59,098 | New |
| Tectonic Advisors LLC | 54,646 | $1.24M | 0.09% | +6,873+14.4% | Added |
| Harbor Capital Advisors, Inc. | 54,321 | $1.23M | 0.16% | +54,321 | New |
| Verition Fund Management LLC | 48,817 | $1.10M | 0.01% | +48,817 | New |
| Walleye Trading LLC | 47,046 | $1.06M | 0.02% | +25,874+122.2% | Added |
| Stifel Financial Corp | 45,337 | $1.03M | 0.00% | +45,337 | New |
| Royal Bank of Canada | 42,759 | $967.0K | 0.00% | +26,818+168.2% | Added |
| Wells Fargo & Company | 40,828 | $923.5K | 0.00% | +8,646+26.9% | Added |
| Swiss National Bank | 39,500 | $893.5K | 0.00% | +39,500 | New |
| Boston Partners | 39,033 | $882.9K | 0.00% | +9,697+33.1% | Added |
| CBOE Vest Financial, LLC | 37,748 | $853.9K | 0.02% | +37,748 | New |
| TCG Advisory Services, LLC | 37,299 | $843.7K | 0.05% | +37,299 | New |
| LPL Financial LLC | 37,060 | $838.3K | 0.00% | +4,741+14.7% | Added |
| Outfitter Financial LLC | 36,740 | $831.1K | 0.68% | +2,200+6.4% | Added |
| Group One Trading, L.P. | 35,373 | $800.1K | 0.03% | +30,870+685.5% | Added |
| Maven Securities LTD | 34,200 | $773.6K | 0.05% | +34,200 | New |
| Atom Investors LP | 33,248 | $752.1K | 0.09% | −44,578−57.3% | Reduced |
| Greenleaf Trust | 29,105 | $658.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 28,531 | $645.0K | 0.02% | +28,531 | New |
| Pekin Hardy Strauss, Inc. | 28,100 | $635.6K | 0.09% | +8,000+39.8% | Added |
| Legal & General Group Plc | 27,709 | $626.8K | 0.00% | +23,181+511.9% | Added |
| Credit Suisse AG | 26,357 | $596.2K | 0.00% | +26,357 | New |
| Quantbot Technologies LP | 26,174 | $592.1K | 0.03% | +26,174 | New |
| Rhumbline Advisers | 25,631 | $579.8K | 0.00% | +703+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,542 | $577.8K | 0.00% | +25,542 | New |
| Dark Forest Capital Management LP | 23,398 | $529.3K | 0.09% | +23,398 | New |
| Public Employees Retirement System of Ohio | 22,743 | $514.4K | 0.00% | −28,830−55.9% | Reduced |
| Jump Financial, LLC | 22,418 | $507.1K | 0.01% | −45,119−66.8% | Reduced |
| Brown Advisory Inc | 21,310 | $482.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 20,341 | $460.1K | 0.02% | +20,341 | New |
| Jane Street Group, LLC | 20,115 | $455.0K | 0.00% | −9,322−31.7% | Reduced |
| California State Teachers Retirement System | 19,784 | $447.5K | 0.00% | +16,854+575.2% | Added |
| Resources Investment Advisors, LLC. | 19,285 | $436.2K | 0.01% | −6,430−25.0% | Reduced |
| Guggenheim Capital LLC | 17,963 | $406.3K | 0.00% | +17,963 | New |