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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, Q2 2024

Institutional positions in Atlas Energy Solutions Inc. as of Jun 30, 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
174
+16 vs. Q1 2024
Shares held
58.1M
+6.83M (+13.3%) vs. Q1 2024
Total value
$1.16B
+$1.79M (+0.2%) vs. Q1 2024
New holders
37
85 more added
Sold out
21
34 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 174 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 heldQ2 2024: $1.16B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2024.

Institutions holding AESI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,083,276$121.2M0.00%+1,467,483+31.8%Added
BlackRock Inc.5,363,989$106.9M0.00%+2,690,260+100.6%Added
Barrow Hanley Mewhinney & Strauss LLC2,696,418$53.7M0.18%+30,082+1.1%Added
Meridian Wealth Advisors, LLC2,677,490$53.4M9.52%+548,620+25.8%Added
Janus Henderson Group PLC2,563,495$51.1M0.03%+26,280+1.0%Added
Price T Rowe Associates Inc2,528,502$50.4M0.01%+900,017+55.3%Added
First Trust Advisors LP2,380,869$47.5M0.05%+636,661+36.5%Added
Clearbridge Investments, LLC2,270,341$45.2M0.04%−34,930−1.5%Reduced
Bank of America Corp1,987,112$39.6M0.00%+1,315,131+195.7%Added
Goldman Sachs Group Inc1,812,571$36.1M0.01%+451,816+33.2%Added
Villere St Denis J & Co LLC1,811,245$36.1M3.05%−14,594−0.8%Reduced
Nuveen Asset Management, LLC1,761,369$35.1M0.01%+797,650+82.8%Added
Cooke & Bieler LP1,699,013$33.9M0.33%+1,504,988+775.7%Added
Victory Capital Management Inc1,622,241$32.3M0.03%+197,783+13.9%Added
Copeland Capital Management, LLC1,572,804$31.3M0.59%+890,632+130.6%Added
State Street Corp1,523,283$30.4M0.00%+698,371+84.7%Added
Geode Capital Management, LLC1,394,019$27.8M0.00%+661,370+90.3%Added
Venturi Wealth Management, LLC1,202,754$24.0M1.42%−216,598−15.3%Reduced
Evergreen Capital Management LLC1,085,729$21.6M0.78%+222,890+25.8%Added
Pinebridge Investments, L.P.820,660$16.4M0.13%+820,660New
Driehaus Capital Management LLC646,571$12.9M0.12%+30,779+5.0%Added
Pine Ridge Advisers LLC548,480$10.9M1.17%+435,000+383.3%Added
Bank of New York Mellon Corp530,197$10.6M0.00%+195,772+58.5%Added
Charles Schwab Investment Management Inc492,570$9.82M0.00%+149,073+43.4%Added
Ashford Capital Management Inc458,090$9.13M1.23%+458,090New
Mesirow Institutional Investment Management, Inc.456,395$9.10M0.80%+47,307+11.6%Added
Marshall Wace, LLP446,441$8.90M0.01%+446,441New
Northern Trust Corp442,953$8.83M0.00%+152,349+52.4%Added
Brandywine Global Investment Management, LLC437,752$8.72M0.07%+147,783+51.0%Added
Lazard Asset Management LLC375,207$7.48M0.01%−10,692−2.8%Reduced
Invesco Ltd.340,477$6.79M0.00%−9,291−2.7%Reduced
B & T Capital Management DBA Alpha Capital Management339,351$6.76M1.32%+416+0.1%Added
Quantinno Capital Management LP327,828$6.53M0.12%+19,789+6.4%Added
CenterBook Partners LP290,828$5.80M0.36%−11,813−3.9%Reduced
Jane Street Group, LLC278,490$5.55M0.01%+258,375+1,284.5%Added
Citigroup Inc275,570$5.49M0.01%+168,981+158.5%Added
Cullinan Associates Inc252,000$5.02M0.28%+152,000+152.0%Added
Envestnet Asset Management Inc249,826$4.98M0.00%+140,110+127.7%Added
MSD Partners, L.P.237,737$4.74M0.46%00.0%Unchanged
Hodges Capital Management Inc.232,760$4.64M0.31%00.0%Unchanged
Susquehanna International Group, LLP229,947$4.58M0.01%+142,037+161.6%Added
Morgan Stanley216,819$4.32M0.00%+90,156+71.2%Added
Keeley-Teton Advisors, LLC189,520$3.78M0.48%−5,119−2.6%Reduced
Ieq Capital, LLC162,340$3.24M0.04%+246+0.2%Added
SEI Investments Co159,332$3.18M0.00%+71,226+80.8%Added
HITE Hedge Asset Management LLC153,729$3.06M0.30%−106,765−41.0%Reduced
Americana Partners, LLC149,989$2.99M0.24%00.0%Unchanged
UBS Group AG149,507$2.98M0.00%−195,379−56.7%Reduced
Russell Investments Group, Ltd.141,392$2.82M0.00%+37,583+36.2%Added
Beck Capital Management, LLC130,588$2.60M0.72%+749+0.6%Added
Royal Bank of Canada130,473$2.60M0.00%+87,714+205.1%Added
Pathstone Holdings, LLC126,381$2.52M0.01%−9,982−7.3%Reduced
Adage Capital Partners GP, L.L.C.120,000$2.39M0.00%−215,000−64.2%Reduced
Cumberland Partners Ltd116,300$2.32M0.17%+116,300New
Two Sigma Investments, LP114,384$2.28M0.01%−71,260−38.4%Reduced
Denali Advisors LLC107,835$2.15M0.59%+107,835New
Twinbeech Capital LP100,425$2.00M0.04%+100,425New
Ghisallo Capital Management LLC100,000$1.99M0.17%00.0%Unchanged
Stifel Financial Corp98,509$1.96M0.00%+53,172+117.3%Added
Alpine Woods Capital Investors, LLC95,633$1.91M0.29%+95,633New
Indie Asset Partners, LLC91,336$1.82M1.45%−5,750−5.9%Reduced
Millennium Management LLC90,368$1.80M0.00%+90,368New
Austin Asset Management Co Inc90,000$1.79M0.37%−5,000−5.3%Reduced
Cetera Investment Advisers88,654$1.77M0.00%+897+1.0%Added
Citadel Advisors LLC88,623$1.77M0.00%−361,595−80.3%Reduced
Boston Partners85,759$1.71M0.00%+46,726+119.7%Added
Rhumbline Advisers84,612$1.69M0.00%+58,981+230.1%Added
Palogic Value Management, L.P.80,000$1.59M0.68%−4,664−5.5%Reduced
Atom Investors LP77,507$1.54M0.15%+44,259+133.1%Added
Swiss National Bank75,700$1.51M0.00%+36,200+91.6%Added
Alliancebernstein L.P.71,080$1.42M0.00%+58,620+470.5%Added
Raymond James & Associates68,446$1.36M0.00%−1,825−2.6%Reduced
Emerald Mutual Fund Advisers Trust62,298$1.24M0.07%+59,466+2,099.8%Added
CastleKnight Management LP60,100$1.20M0.16%00.0%Unchanged
Fort Washington Investment Advisors Inc59,098$1.18M0.01%00.0%Unchanged
New York State Common Retirement Fund58,950$1.17M0.00%+52,104+761.1%Added
CBOE Vest Financial, LLC57,142$1.14M0.03%+19,394+51.4%Added
Sanctuary Advisors, LLC47,728$1.12M0.01%+47,728New
Tectonic Advisors LLC55,538$1.11M0.08%+892+1.6%Added
First Hawaiian Bank49,961$995.7K0.03%+49,961New
Alpine Global Management, LLC47,507$946.8K0.16%+47,507New
Wells Fargo & Company47,031$937.3K0.00%+6,203+15.2%Added
JPMorgan Chase & Co45,839$913.6K0.00%+31,194+213.0%Added
UBS Asset Management Americas Inc44,220$881.3K0.00%+44,220New
LPL Financial LLC41,732$831.7K0.00%+4,672+12.6%Added
Manufacturers Life Insurance Company, The40,677$810.7K0.00%+25,540+168.7%Added
Dark Forest Capital Management LP40,050$798.2K0.15%+16,652+71.2%Added
California State Teachers Retirement System39,659$790.4K0.00%+19,875+100.5%Added
MetLife Investment Management39,538$788.0K0.00%+30,597+342.2%Added
Legal & General Group Plc39,456$786.4K0.00%+11,747+42.4%Added
KEMPER Corp38,951$776.0K70.42%+38,951New
Corebridge Financial, Inc.36,550$728.4K0.00%+36,550New
Outfitter Financial LLC36,490$727.2K0.61%−250−0.7%Reduced
Quantbot Technologies LP34,935$696.3K0.03%+8,761+33.5%Added
Captrust Financial Advisors34,466$686.9K0.00%+22,211+181.2%Added
Harbor Capital Advisors, Inc.31,432$626.0K0.05%−22,889−42.1%Reduced
Guild Investment Management, Inc.30,000$597.9K0.68%+30,000New
Resources Investment Advisors, LLC.29,341$584.8K0.01%+10,056+52.1%Added
Greenleaf Trust29,105$580.1K0.01%00.0%Unchanged
Deutsche Bank AG28,315$564.3K0.00%+20,214+249.5%Added