Skip to main content

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 2024

Institutional positions in Atlas Energy Solutions Inc. as of Sep 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
185
+13 vs. Q2 2024
Shares held
64.0M
+11.2M (+21.3%) vs. Q2 2024
Total value
$1.39B
+$342.2M (+32.5%) vs. Q2 2024
New holders
36
78 more added
Sold out
23
43 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 185 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 heldQ3 2024: $1.39B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q2 2024.

Institutions holding AESI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,142,290$133.9M0.00%+59,014+1.0%Added
BlackRock, Inc.5,506,097$120.0M0.00%+5,506,097New
Bank of America Corp3,088,081$67.3M0.01%+1,100,969+55.4%Added
Barrow Hanley Mewhinney & Strauss LLC2,982,186$65.0M0.21%+285,768+10.6%Added
First Trust Advisors LP2,973,400$64.8M0.06%+592,531+24.9%Added
Clearbridge Investments, LLC2,901,178$63.2M0.05%+630,837+27.8%Added
Price T Rowe Associates Inc2,700,423$58.9M0.01%+171,921+6.8%Added
Meridian Wealth Advisors, LLC2,680,146$58.4M9.77%+2,656+0.1%Added
Cooke & Bieler LP2,555,676$55.7M0.51%+856,663+50.4%Added
Janus Henderson Group PLC2,548,102$55.5M0.03%−15,393−0.6%Reduced
Goldman Sachs Group Inc1,912,059$41.7M0.01%+99,488+5.5%Added
Copeland Capital Management, LLC1,884,032$41.1M0.71%+311,228+19.8%Added
Villere St Denis J & Co LLC1,783,652$38.9M3.17%−27,593−1.5%Reduced
Nuveen Asset Management, LLC1,766,038$38.5M0.01%+4,669+0.3%Added
State Street Corp1,751,059$38.2M0.00%+227,776+15.0%Added
Geode Capital Management, LLC1,448,340$31.6M0.00%+54,321+3.9%Added
Victory Capital Management Inc1,325,592$28.9M0.03%−296,649−18.3%Reduced
Venturi Wealth Management, LLC1,202,754$26.2M1.37%00.0%Unchanged
Evergreen Capital Management LLC1,019,730$22.2M0.75%−65,999−6.1%Reduced
Northern Trust Corp803,304$17.5M0.00%+360,351+81.4%Added
Wellington Management Group LLP794,220$17.3M0.00%+794,220New
Morgan Stanley684,915$14.9M0.00%+468,096+215.9%Added
Ashford Capital Management Inc586,000$12.8M1.59%+127,910+27.9%Added
Pine Ridge Advisers LLC548,480$12.0M1.19%00.0%Unchanged
Driehaus Capital Management LLC537,166$11.7M0.10%−109,405−16.9%Reduced
Charles Schwab Investment Management Inc518,569$11.3M0.00%+25,999+5.3%Added
Mesirow Institutional Investment Management, Inc.478,089$10.4M0.80%+21,694+4.8%Added
Bank of New York Mellon Corp476,263$10.4M0.00%−53,934−10.2%Reduced
Millennium Management LLC461,342$10.1M0.01%+370,974+410.5%Added
Invesco Ltd.382,128$8.33M0.00%+41,651+12.2%Added
Kennedy Capital Management, Inc.374,212$8.16M0.18%+374,212New
Brandywine Global Investment Management, LLC398,258$8.12M0.05%−39,494−9.0%Reduced
Adage Capital Partners GP, L.L.C.370,000$8.07M0.01%+250,000+208.3%Added
First Sabrepoint Capital Management LP370,000$8.07M3.11%+370,000New
B & T Capital Management DBA Alpha Capital Management348,731$7.60M1.43%+9,380+2.8%Added
Lazard Asset Management LLC320,018$6.98M0.01%−55,189−14.7%Reduced
Quantinno Capital Management LP311,252$6.79M0.09%−16,576−5.1%Reduced
Alliancebernstein L.P.296,742$6.47M0.00%+225,662+317.5%Added
Envestnet Asset Management Inc278,804$6.08M0.00%+28,978+11.6%Added
Susquehanna International Group, LLP272,856$5.95M0.01%+42,909+18.7%Added
MSD Partners, L.P.237,737$5.18M3.29%00.0%Unchanged
Cullinan Associates Inc252,000$5.03M0.28%00.0%Unchanged
Silvercrest Asset Management Group LLC206,476$4.50M0.03%+206,476New
JPMorgan Chase & Co194,494$4.24M0.00%+148,655+324.3%Added
SEI Investments Co185,218$4.04M0.01%+25,886+16.2%Added
Keeley-Teton Advisors, LLC182,842$3.99M0.44%−6,678−3.5%Reduced
Barclays PLC175,082$3.82M0.00%+149,126+574.5%Added
Dimensional Fund Advisors LP166,001$3.62M0.00%+151,961+1,082.3%Added
Ieq Capital, LLC162,340$3.54M0.04%00.0%Unchanged
Miller Howard Investments Inc160,546$3.50M0.11%+160,546New
HITE Hedge Asset Management LLC158,023$3.44M0.40%+4,294+2.8%Added
Russell Investments Group, Ltd.153,326$3.34M0.00%+11,934+8.4%Added
Americana Partners, LLC149,989$3.27M0.22%00.0%Unchanged
Beck Capital Management, LLC134,144$2.92M0.78%+3,556+2.7%Added
Hodges Capital Management Inc.134,060$2.92M0.19%−98,700−42.4%Reduced
Stifel Financial Corp126,667$2.76M0.00%+28,158+28.6%Added
Royal Bank of Canada123,495$2.69M0.00%−6,978−5.3%Reduced
Pathstone Holdings, LLC123,456$2.69M0.01%−2,925−2.3%Reduced
Cumberland Partners Ltd116,300$2.54M0.18%00.0%Unchanged
Palogic Value Management, L.P.110,000$2.40M0.96%+30,000+37.5%Added
UBS Group AG103,808$2.26M0.00%−45,699−30.6%Reduced
Ghisallo Capital Management LLC100,000$2.18M0.11%00.0%Unchanged
Cetera Investment Advisers92,169$2.01M0.00%+3,515+4.0%Added
Wells Fargo & Company90,663$1.98M0.00%+43,632+92.8%Added
Austin Asset Management Co Inc90,000$1.96M0.38%00.0%Unchanged
Rhumbline Advisers88,032$1.92M0.00%+3,420+4.0%Added
Indie Asset Partners, LLC86,940$1.90M1.42%−4,396−4.8%Reduced
Alpine Woods Capital Investors, LLC85,613$1.88M0.33%−10,020−10.5%Reduced
Boston Partners77,346$1.69M0.00%−8,413−9.8%Reduced
Swiss National Bank75,700$1.65M0.00%00.0%Unchanged
Citigroup Inc74,986$1.63M0.00%−200,584−72.8%Reduced
American Century Companies Inc69,342$1.51M0.00%+69,342New
Raymond James & Associates69,070$1.51M0.00%+624+0.9%Added
CBOE Vest Financial, LLC65,578$1.43M0.03%+8,436+14.8%Added
Tectonic Advisors LLC59,725$1.30M0.09%+4,187+7.5%Added
Emerald Mutual Fund Advisers Trust59,442$1.30M0.07%−2,856−4.6%Reduced
First Hawaiian Bank52,504$1.14M0.04%+2,543+5.1%Added
Dark Forest Capital Management LP47,007$1.02M0.13%+6,957+17.4%Added
UBS Asset Management Americas Inc44,931$979.5K0.00%+711+1.6%Added
Atom Investors LP42,769$932.4K0.10%−34,738−44.8%Reduced
LPL Financial LLC42,658$929.9K0.00%+926+2.2%Added
Legal & General Group Plc40,355$879.7K0.00%+899+2.3%Added
Manufacturers Life Insurance Company, The40,298$878.5K0.00%−379−0.9%Reduced
MetLife Investment Management39,538$861.9K0.00%00.0%Unchanged
KEMPER Corp38,951$849.0K70.81%00.0%Unchanged
Outfitter Financial LLC38,890$847.8K0.70%+2,400+6.6%Added
Principal Financial Group Inc38,715$844.0K0.00%+38,715New
California State Teachers Retirement System38,535$840.1K0.00%−1,124−2.8%Reduced
Deutsche Bank AG37,580$819.2K0.00%+9,265+32.7%Added
Mirae Asset Global ETFs Holdings Ltd.37,276$812.6K0.00%+27,514+281.8%Added
Sanctuary Advisors, LLC33,876$799.1K0.01%−13,852−29.0%Reduced
Corebridge Financial, Inc.36,325$791.9K0.00%−225−0.6%Reduced
Gordian Capital Singapore Pte Ltd36,000$784.8K0.30%+36,000New
Two Sigma Investments, LP35,782$780.0K0.00%−78,602−68.7%Reduced
Davenport & Co LLC35,500$773.9K0.00%+35,500New
Crestline Management, LP35,240$768.2K0.04%+35,240New
CastleKnight Management LP34,700$756.5K0.09%−25,400−42.3%Reduced
BNP Paribas Arbitrage, SA34,438$750.7K0.00%+14,093+69.3%Added
Harbor Capital Advisors, Inc.30,689$669.0K0.03%−743−2.4%Reduced
Citadel Advisors LLC29,840$650.5K0.00%−58,783−66.3%Reduced