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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, Q4 2024

Institutional positions in Atlas Energy Solutions Inc. as of Dec 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
210
+28 vs. Q3 2024
Shares held
74.8M
+11.0M (+17.2%) vs. Q3 2024
Total value
$1.66B
+$268.1M (+19.3%) vs. Q3 2024
New holders
55
82 more added
Sold out
27
45 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 210 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 heldQ4 2024: $1.66B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2024.

Institutions holding AESI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.10,844,272$240.5M0.00%+5,338,175+97.0%Added
Vanguard Group Inc6,915,325$153.4M0.00%+773,035+12.6%Added
First Trust Advisors LP3,908,810$86.7M0.08%+935,410+31.5%Added
Price T Rowe Associates Inc3,390,269$75.2M0.01%+689,846+25.5%Added
Clearbridge Investments, LLC2,866,378$63.6M0.05%−34,800−1.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC2,859,476$63.4M0.22%−122,710−4.1%Reduced
State Street Corp2,758,081$61.2M0.00%+1,007,022+57.5%Added
Meridian Wealth Advisors, LLC2,678,800$59.4M9.80%−1,346−0.1%Reduced
Cooke & Bieler LP2,542,547$56.4M0.54%−13,129−0.5%Reduced
Janus Henderson Group PLC2,505,303$55.6M0.03%−42,799−1.7%Reduced
Copeland Capital Management, LLC2,247,774$49.9M0.93%+363,742+19.3%Added
Bank of America Corp1,799,954$39.9M0.00%−1,288,127−41.7%Reduced
Nuveen Asset Management, LLC1,750,439$38.8M0.01%−15,599−0.9%Reduced
Villere St Denis J & Co LLC1,739,723$38.6M3.48%−43,929−2.5%Reduced
Geode Capital Management, LLC1,445,503$32.1M0.00%−2,837−0.2%Reduced
Goldman Sachs Group Inc1,189,220$26.4M0.01%−722,839−37.8%Reduced
UBS Group AG1,135,595$25.2M0.01%+1,031,787+993.9%Added
Victory Capital Management Inc1,088,538$24.1M0.02%−237,054−17.9%Reduced
Venturi Wealth Management, LLC1,086,254$24.1M1.19%−116,500−9.7%Reduced
Evergreen Capital Management LLC931,550$20.7M0.67%−88,180−8.6%Reduced
Morgan Stanley898,431$19.9M0.00%+213,516+31.2%Added
Northern Trust Corp898,253$19.9M0.00%+94,949+11.8%Added
Wellington Management Group LLP855,405$19.0M0.00%+61,185+7.7%Added
Bank of New York Mellon Corp835,683$18.5M0.00%+359,420+75.5%Added
Frontier Capital Management Co LLC801,153$17.8M0.17%+801,153New
Ashford Capital Management Inc797,675$17.7M2.09%+211,675+36.1%Added
Cetera Investment Advisers639,528$14.2M0.03%+547,359+593.9%Added
Dimensional Fund Advisors LP631,045$14.0M0.00%+465,044+280.1%Added
Charles Schwab Investment Management Inc552,915$12.3M0.00%+34,346+6.6%Added
Invesco Ltd.549,829$12.2M0.00%+167,701+43.9%Added
Pine Ridge Advisers LLC548,480$12.2M1.08%00.0%Unchanged
Voss Capital, LLC519,061$11.5M0.86%+519,061New
Mesirow Institutional Investment Management, Inc.518,838$11.5M0.89%+40,749+8.5%Added
Adage Capital Partners GP, L.L.C.469,843$10.4M0.02%+99,843+27.0%Added
Kennedy Capital Management, Inc.458,769$10.2M0.23%+84,557+22.6%Added
B & T Capital Management DBA Alpha Capital Management351,565$7.80M1.43%+2,834+0.8%Added
First Sabrepoint Capital Management LP350,000$7.76M2.91%−20,000−5.4%Reduced
Envestnet Asset Management Inc347,690$7.71M0.00%+68,886+24.7%Added
Principal Financial Group Inc332,916$7.38M0.00%+294,201+759.9%Added
Quantinno Capital Management LP324,475$7.20M0.07%+13,223+4.2%Added
BNP Paribas Arbitrage, SA301,981$6.70M0.01%+267,543+776.9%Added
Silvercrest Asset Management Group LLC290,319$6.44M0.04%+83,843+40.6%Added
American Century Companies Inc276,865$6.14M0.00%+207,523+299.3%Added
Lazard Asset Management LLC266,559$5.91M0.01%−53,459−16.7%Reduced
Cullinan Associates Inc252,000$5.59M0.36%00.0%Unchanged
Royce & Associates LP225,000$4.99M0.05%+225,000New
Beck Capital Management, LLC214,823$4.76M1.26%+80,679+60.1%Added
SEI Investments Co213,857$4.74M0.01%+28,639+15.5%Added
Keeley-Teton Advisors, LLC209,967$4.66M0.54%+27,125+14.8%Added
Royal Bank of Canada198,316$4.40M0.00%+74,821+60.6%Added
Hodges Capital Management Inc.194,000$4.30M0.26%+59,940+44.7%Added
Barclays PLC187,633$4.16M0.00%+12,551+7.2%Added
Rhumbline Advisers170,409$3.78M0.00%+82,377+93.6%Added
Ieq Capital, LLC154,065$3.42M0.03%−8,275−5.1%Reduced
Public Sector Pension Investment Board151,071$3.35M0.01%+151,071New
Americana Partners, LLC149,989$3.33M0.14%00.0%Unchanged
Stifel Financial Corp146,806$3.26M0.00%+20,139+15.9%Added
Legal & General Group Plc144,400$3.20M0.00%+104,045+257.8%Added
Cumberland Partners Ltd139,900$3.10M0.22%+23,600+20.3%Added
Ameriprise Financial Inc138,207$3.07M0.00%+138,207New
Russell Investments Group, Ltd.128,774$2.86M0.00%−24,552−16.0%Reduced
Pathstone Holdings, LLC123,154$2.73M0.01%−302−0.2%Reduced
CBOE Vest Financial, LLC114,764$2.55M0.05%+49,186+75.0%Added
Wells Fargo & Company103,027$2.29M0.00%+12,364+13.6%Added
Raymond James Financial Inc99,330$2.20M0.00%+99,330New
Citigroup Inc93,125$2.07M0.00%+18,139+24.2%Added
Austin Asset Management Co Inc90,000$2.00M0.40%00.0%Unchanged
Indie Asset Partners, LLC82,786$1.84M1.44%−4,154−4.8%Reduced
JPMorgan Chase & Co78,072$1.73M0.00%−116,422−59.9%Reduced
Citadel Advisors LLC76,477$1.70M0.00%+46,637+156.3%Added
Swiss National Bank75,700$1.68M0.00%00.0%Unchanged
Alliancebernstein L.P.71,080$1.58M0.00%−225,662−76.0%Reduced
Bryce Point Capital, LLC70,960$1.57M0.46%+70,960New
Orvieto Partners, L.P.70,000$1.55M1.31%+70,000New
Squarepoint Ops LLC68,880$1.53M0.00%+39,570+135.0%Added
Palogic Value Management, L.P.65,000$1.44M0.58%−45,000−40.9%Reduced
Deutsche Bank AG61,713$1.37M0.00%+24,133+64.2%Added
Jane Street Group, LLC60,166$1.33M0.00%+39,637+193.1%Added
Comerica Bank58,874$1.31M0.01%+43,592+285.3%Added
Prudential Financial Inc61,575$1.23M0.00%+61,575New
Chatham Capital Group, Inc.55,275$1.23M0.20%+55,275New
First Hawaiian Bank52,504$1.16M0.04%00.0%Unchanged
Thrivent Financial for Lutherans46,856$1.04M0.00%+46,856New
Boston Partners46,195$1.02M0.00%−31,151−40.3%Reduced
Davenport & Co LLC45,800$1.02M0.01%+10,300+29.0%Added
Susquehanna International Group, LLP45,707$1.01M0.00%−227,149−83.2%Reduced
UBS Asset Management Americas Inc43,339$961.3K0.00%−1,592−3.5%Reduced
LPL Financial LLC42,884$951.2K0.00%+226+0.5%Added
MetLife Investment Management41,846$928.1K0.01%+2,308+5.8%Added
Manufacturers Life Insurance Company, The39,114$867.5K0.00%−1,184−2.9%Reduced
Verition Fund Management LLC39,073$866.6K0.00%+39,073New
Mirae Asset Global ETFs Holdings Ltd.38,630$856.8K0.00%+1,354+3.6%Added
Outfitter Financial LLC38,490$853.7K0.68%−400−1.0%Reduced
California State Teachers Retirement System38,104$845.1K0.00%−431−1.1%Reduced
Corebridge Financial, Inc.35,913$796.5K0.00%−412−1.1%Reduced
Miller Howard Investments Inc35,693$791.7K0.03%−124,853−77.8%Reduced
State of Alaska, Department of Revenue34,452$764.0K0.01%+34,452New
Harbor Capital Advisors, Inc.33,733$748.0K0.03%+3,044+9.9%Added
Illinois Municipal Retirement Fund33,192$736.2K0.01%+33,192New
Crestline Management, LP33,004$732.0K0.03%−2,236−6.3%Reduced