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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, 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
KEMPER Corp38,951$849.0K70.81%00.0%Unchanged
MetLife Investment Management39,538$861.9K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The40,298$878.5K0.00%−379−0.9%Reduced
Legal & General Group Plc40,355$879.7K0.00%+899+2.3%Added
LPL Financial LLC42,658$929.9K0.00%+926+2.2%Added
Atom Investors LP42,769$932.4K0.10%−34,738−44.8%Reduced
UBS Asset Management Americas Inc44,931$979.5K0.00%+711+1.6%Added
Dark Forest Capital Management LP47,007$1.02M0.13%+6,957+17.4%Added
First Hawaiian Bank52,504$1.14M0.04%+2,543+5.1%Added
Emerald Mutual Fund Advisers Trust59,442$1.30M0.07%−2,856−4.6%Reduced
Tectonic Advisors LLC59,725$1.30M0.09%+4,187+7.5%Added
CBOE Vest Financial, LLC65,578$1.43M0.03%+8,436+14.8%Added
Raymond James & Associates69,070$1.51M0.00%+624+0.9%Added
American Century Companies Inc69,342$1.51M0.00%+69,342New
Citigroup Inc74,986$1.63M0.00%−200,584−72.8%Reduced
Swiss National Bank75,700$1.65M0.00%00.0%Unchanged
Boston Partners77,346$1.69M0.00%−8,413−9.8%Reduced
Alpine Woods Capital Investors, LLC85,613$1.88M0.33%−10,020−10.5%Reduced
Indie Asset Partners, LLC86,940$1.90M1.42%−4,396−4.8%Reduced
Rhumbline Advisers88,032$1.92M0.00%+3,420+4.0%Added
Austin Asset Management Co Inc90,000$1.96M0.38%00.0%Unchanged
Wells Fargo & Company90,663$1.98M0.00%+43,632+92.8%Added
Cetera Investment Advisers92,169$2.01M0.00%+3,515+4.0%Added
Ghisallo Capital Management LLC100,000$2.18M0.11%00.0%Unchanged
UBS Group AG103,808$2.26M0.00%−45,699−30.6%Reduced
Palogic Value Management, L.P.110,000$2.40M0.96%+30,000+37.5%Added
Cumberland Partners Ltd116,300$2.54M0.18%00.0%Unchanged
Pathstone Holdings, LLC123,456$2.69M0.01%−2,925−2.3%Reduced
Royal Bank of Canada123,495$2.69M0.00%−6,978−5.3%Reduced
Stifel Financial Corp126,667$2.76M0.00%+28,158+28.6%Added
Hodges Capital Management Inc.134,060$2.92M0.19%−98,700−42.4%Reduced
Beck Capital Management, LLC134,144$2.92M0.78%+3,556+2.7%Added
Americana Partners, LLC149,989$3.27M0.22%00.0%Unchanged
Russell Investments Group, Ltd.153,326$3.34M0.00%+11,934+8.4%Added
HITE Hedge Asset Management LLC158,023$3.44M0.40%+4,294+2.8%Added
Miller Howard Investments Inc160,546$3.50M0.11%+160,546New
Ieq Capital, LLC162,340$3.54M0.04%00.0%Unchanged
Dimensional Fund Advisors LP166,001$3.62M0.00%+151,961+1,082.3%Added
Barclays PLC175,082$3.82M0.00%+149,126+574.5%Added
Keeley-Teton Advisors, LLC182,842$3.99M0.44%−6,678−3.5%Reduced
SEI Investments Co185,218$4.04M0.01%+25,886+16.2%Added
JPMorgan Chase & Co194,494$4.24M0.00%+148,655+324.3%Added
Silvercrest Asset Management Group LLC206,476$4.50M0.03%+206,476New
Cullinan Associates Inc252,000$5.03M0.28%00.0%Unchanged
MSD Partners, L.P.237,737$5.18M3.29%00.0%Unchanged
Susquehanna International Group, LLP272,856$5.95M0.01%+42,909+18.7%Added
Envestnet Asset Management Inc278,804$6.08M0.00%+28,978+11.6%Added
Alliancebernstein L.P.296,742$6.47M0.00%+225,662+317.5%Added
Quantinno Capital Management LP311,252$6.79M0.09%−16,576−5.1%Reduced
Lazard Asset Management LLC320,018$6.98M0.01%−55,189−14.7%Reduced
B & T Capital Management DBA Alpha Capital Management348,731$7.60M1.43%+9,380+2.8%Added
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
Brandywine Global Investment Management, LLC398,258$8.12M0.05%−39,494−9.0%Reduced
Kennedy Capital Management, Inc.374,212$8.16M0.18%+374,212New
Invesco Ltd.382,128$8.33M0.00%+41,651+12.2%Added
Millennium Management LLC461,342$10.1M0.01%+370,974+410.5%Added
Bank of New York Mellon Corp476,263$10.4M0.00%−53,934−10.2%Reduced
Mesirow Institutional Investment Management, Inc.478,089$10.4M0.80%+21,694+4.8%Added
Charles Schwab Investment Management Inc518,569$11.3M0.00%+25,999+5.3%Added
Driehaus Capital Management LLC537,166$11.7M0.10%−109,405−16.9%Reduced
Pine Ridge Advisers LLC548,480$12.0M1.19%00.0%Unchanged
Ashford Capital Management Inc586,000$12.8M1.59%+127,910+27.9%Added
Morgan Stanley684,915$14.9M0.00%+468,096+215.9%Added
Wellington Management Group LLP794,220$17.3M0.00%+794,220New
Northern Trust Corp803,304$17.5M0.00%+360,351+81.4%Added
Evergreen Capital Management LLC1,019,730$22.2M0.75%−65,999−6.1%Reduced
Venturi Wealth Management, LLC1,202,754$26.2M1.37%00.0%Unchanged
Victory Capital Management Inc1,325,592$28.9M0.03%−296,649−18.3%Reduced
Geode Capital Management, LLC1,448,340$31.6M0.00%+54,321+3.9%Added
State Street Corp1,751,059$38.2M0.00%+227,776+15.0%Added
Nuveen Asset Management, LLC1,766,038$38.5M0.01%+4,669+0.3%Added
Villere St Denis J & Co LLC1,783,652$38.9M3.17%−27,593−1.5%Reduced
Copeland Capital Management, LLC1,884,032$41.1M0.71%+311,228+19.8%Added
Goldman Sachs Group Inc1,912,059$41.7M0.01%+99,488+5.5%Added
Janus Henderson Group PLC2,548,102$55.5M0.03%−15,393−0.6%Reduced
Cooke & Bieler LP2,555,676$55.7M0.51%+856,663+50.4%Added
Meridian Wealth Advisors, LLC2,680,146$58.4M9.77%+2,656+0.1%Added
Price T Rowe Associates Inc2,700,423$58.9M0.01%+171,921+6.8%Added
Clearbridge Investments, LLC2,901,178$63.2M0.05%+630,837+27.8%Added
First Trust Advisors LP2,973,400$64.8M0.06%+592,531+24.9%Added
Barrow Hanley Mewhinney & Strauss LLC2,982,186$65.0M0.21%+285,768+10.6%Added
Bank of America Corp3,088,081$67.3M0.01%+1,100,969+55.4%Added
BlackRock, Inc.5,506,097$120.0M0.00%+5,506,097New
Vanguard Group Inc6,142,290$133.9M0.00%+59,014+1.0%Added
Pinebridge Investments, L.P.0$00.00%−820,660−100.0%Sold out
Marshall Wace, LLP0$00.00%−446,441−100.0%Sold out
CenterBook Partners LP0$00.00%−290,828−100.0%Sold out
Denali Advisors LLC0$00.00%−107,835−100.0%Sold out
Twinbeech Capital LP0$00.00%−100,425−100.0%Sold out
Fort Washington Investment Advisors Inc0$00.00%−59,098−100.0%Sold out
Alpine Global Management, LLC0$00.00%−47,507−100.0%Sold out
Quantbot Technologies LP0$00.00%−34,935−100.0%Sold out
Guild Investment Management, Inc.0$00.00%−30,000−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−26,758−100.0%Sold out
Walleye Trading LLC0$00.00%−25,461−100.0%Sold out
Omers Administration Corp0$00.00%−22,700−100.0%Sold out
Engineers Gate Manager LP0$00.00%−21,263−100.0%Sold out
Group One Trading, L.P.0$00.00%−17,399−100.0%Sold out
Prudential Financial Inc0$00.00%−13,552−100.0%Sold out