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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
CastleKnight Management LP60,100$1.20M0.16%00.0%Unchanged
Emerald Mutual Fund Advisers Trust62,298$1.24M0.07%+59,466+2,099.8%Added
Raymond James & Associates68,446$1.36M0.00%−1,825−2.6%Reduced
Alliancebernstein L.P.71,080$1.42M0.00%+58,620+470.5%Added
Swiss National Bank75,700$1.51M0.00%+36,200+91.6%Added
Atom Investors LP77,507$1.54M0.15%+44,259+133.1%Added
Palogic Value Management, L.P.80,000$1.59M0.68%−4,664−5.5%Reduced
Rhumbline Advisers84,612$1.69M0.00%+58,981+230.1%Added
Boston Partners85,759$1.71M0.00%+46,726+119.7%Added
Citadel Advisors LLC88,623$1.77M0.00%−361,595−80.3%Reduced
Cetera Investment Advisers88,654$1.77M0.00%+897+1.0%Added
Austin Asset Management Co Inc90,000$1.79M0.37%−5,000−5.3%Reduced
Millennium Management LLC90,368$1.80M0.00%+90,368New
Indie Asset Partners, LLC91,336$1.82M1.45%−5,750−5.9%Reduced
Alpine Woods Capital Investors, LLC95,633$1.91M0.29%+95,633New
Stifel Financial Corp98,509$1.96M0.00%+53,172+117.3%Added
Ghisallo Capital Management LLC100,000$1.99M0.17%00.0%Unchanged
Twinbeech Capital LP100,425$2.00M0.04%+100,425New
Denali Advisors LLC107,835$2.15M0.59%+107,835New
Two Sigma Investments, LP114,384$2.28M0.01%−71,260−38.4%Reduced
Cumberland Partners Ltd116,300$2.32M0.17%+116,300New
Adage Capital Partners GP, L.L.C.120,000$2.39M0.00%−215,000−64.2%Reduced
Pathstone Holdings, LLC126,381$2.52M0.01%−9,982−7.3%Reduced
Royal Bank of Canada130,473$2.60M0.00%+87,714+205.1%Added
Beck Capital Management, LLC130,588$2.60M0.72%+749+0.6%Added
Russell Investments Group, Ltd.141,392$2.82M0.00%+37,583+36.2%Added
UBS Group AG149,507$2.98M0.00%−195,379−56.7%Reduced
Americana Partners, LLC149,989$2.99M0.24%00.0%Unchanged
HITE Hedge Asset Management LLC153,729$3.06M0.30%−106,765−41.0%Reduced
SEI Investments Co159,332$3.18M0.00%+71,226+80.8%Added
Ieq Capital, LLC162,340$3.24M0.04%+246+0.2%Added
Keeley-Teton Advisors, LLC189,520$3.78M0.48%−5,119−2.6%Reduced
Morgan Stanley216,819$4.32M0.00%+90,156+71.2%Added
Susquehanna International Group, LLP229,947$4.58M0.01%+142,037+161.6%Added
Hodges Capital Management Inc.232,760$4.64M0.31%00.0%Unchanged
MSD Partners, L.P.237,737$4.74M0.46%00.0%Unchanged
Envestnet Asset Management Inc249,826$4.98M0.00%+140,110+127.7%Added
Cullinan Associates Inc252,000$5.02M0.28%+152,000+152.0%Added
Citigroup Inc275,570$5.49M0.01%+168,981+158.5%Added
Jane Street Group, LLC278,490$5.55M0.01%+258,375+1,284.5%Added
CenterBook Partners LP290,828$5.80M0.36%−11,813−3.9%Reduced
Quantinno Capital Management LP327,828$6.53M0.12%+19,789+6.4%Added
B & T Capital Management DBA Alpha Capital Management339,351$6.76M1.32%+416+0.1%Added
Invesco Ltd.340,477$6.79M0.00%−9,291−2.7%Reduced
Lazard Asset Management LLC375,207$7.48M0.01%−10,692−2.8%Reduced
Brandywine Global Investment Management, LLC437,752$8.72M0.07%+147,783+51.0%Added
Northern Trust Corp442,953$8.83M0.00%+152,349+52.4%Added
Marshall Wace, LLP446,441$8.90M0.01%+446,441New
Mesirow Institutional Investment Management, Inc.456,395$9.10M0.80%+47,307+11.6%Added
Ashford Capital Management Inc458,090$9.13M1.23%+458,090New
Charles Schwab Investment Management Inc492,570$9.82M0.00%+149,073+43.4%Added
Bank of New York Mellon Corp530,197$10.6M0.00%+195,772+58.5%Added
Pine Ridge Advisers LLC548,480$10.9M1.17%+435,000+383.3%Added
Driehaus Capital Management LLC646,571$12.9M0.12%+30,779+5.0%Added
Pinebridge Investments, L.P.820,660$16.4M0.13%+820,660New
Evergreen Capital Management LLC1,085,729$21.6M0.78%+222,890+25.8%Added
Venturi Wealth Management, LLC1,202,754$24.0M1.42%−216,598−15.3%Reduced
Geode Capital Management, LLC1,394,019$27.8M0.00%+661,370+90.3%Added
State Street Corp1,523,283$30.4M0.00%+698,371+84.7%Added
Copeland Capital Management, LLC1,572,804$31.3M0.59%+890,632+130.6%Added
Victory Capital Management Inc1,622,241$32.3M0.03%+197,783+13.9%Added
Cooke & Bieler LP1,699,013$33.9M0.33%+1,504,988+775.7%Added
Nuveen Asset Management, LLC1,761,369$35.1M0.01%+797,650+82.8%Added
Villere St Denis J & Co LLC1,811,245$36.1M3.05%−14,594−0.8%Reduced
Goldman Sachs Group Inc1,812,571$36.1M0.01%+451,816+33.2%Added
Bank of America Corp1,987,112$39.6M0.00%+1,315,131+195.7%Added
Clearbridge Investments, LLC2,270,341$45.2M0.04%−34,930−1.5%Reduced
First Trust Advisors LP2,380,869$47.5M0.05%+636,661+36.5%Added
Price T Rowe Associates Inc2,528,502$50.4M0.01%+900,017+55.3%Added
Janus Henderson Group PLC2,563,495$51.1M0.03%+26,280+1.0%Added
Meridian Wealth Advisors, LLC2,677,490$53.4M9.52%+548,620+25.8%Added
Barrow Hanley Mewhinney & Strauss LLC2,696,418$53.7M0.18%+30,082+1.1%Added
BlackRock Inc.5,363,989$106.9M0.00%+2,690,260+100.6%Added
Vanguard Group Inc6,083,276$121.2M0.00%+1,467,483+31.8%Added
Clearlake Capital Group, L.P.0$00.00%−4,957,547−100.0%Sold out
Whitebox Advisors LLC0$00.00%−2,343,788−100.0%Sold out
Encompass Capital Advisors LLC0$00.00%−1,227,599−100.0%Sold out
First Sabrepoint Capital Management LP0$00.00%−693,770−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−545,859−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−405,835−100.0%Sold out
Crown Advisors Management, Inc.0$00.00%−100,000−100.0%Sold out
Edge Capital Group, LLC0$00.00%−66,674−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−64,400−100.0%Sold out
Verition Fund Management LLC0$00.00%−48,817−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−37,299−100.0%Sold out
Simplex Trading, LLC0$00.00%−28,531−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−22,743−100.0%Sold out
Jump Financial, LLC0$00.00%−22,418−100.0%Sold out
PEAK6 Investments LLC0$00.00%−20,341−100.0%Sold out
Ameriprise Financial Inc0$00.00%−12,070−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−10,761−100.0%Sold out
Diversified Trust Co0$00.00%−9,219−100.0%Sold out
American International Group, Inc.0$00.00%−8,773−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−927−100.0%Sold out
Walleye Capital LLC0$00.00%−399−100.0%Sold out
Credit Suisse AG––––Not filed