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, Q1 2025
Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2025. 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
- 257
- +51 vs. Q4 2024
- Shares held
- 87.2M
- +14.7M (+20.3%) vs. Q4 2024
- Total value
- $1.56B
- −$52.0M (−3.2%) vs. Q4 2024
- New holders
- 73
- 108 more added
- Sold out
- 22
- 51 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $1.75B |
| Q1 2026 | 242 | $1.16B |
| Q4 2025 | 233 | $826.3M |
| Q3 2025 | 244 | $1.00B |
| Q2 2025 | 258 | $1.22B |
| Q1 2025 | 257 | $1.56B |
| Q4 2024 | 210 | $1.66B |
| Q3 2024 | 185 | $1.39B |
| Q2 2024 | 174 | $1.16B |
| Q1 2024 | 159 | $1.16B |
| Q4 2023 | 120 | $595.5M |
| Q3 2023 | 123 | $452.8M |
| Q2 2023 | 89 | $310.0M |
| Q1 2023 | 66 | $321.3M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,498,876 | $205.1M | 0.00% | +654,604+6.0% | Added |
| Vanguard Group Inc | 8,054,677 | $143.7M | 0.00% | +1,139,352+16.5% | Added |
| Janus Henderson Group PLC | 3,299,944 | $58.7M | 0.03% | +794,641+31.7% | Added |
| Copeland Capital Management, LLC | 3,203,592 | $57.2M | 1.14% | +955,818+42.5% | Added |
| Price T Rowe Associates Inc | 3,033,935 | $54.1M | 0.01% | −356,334−10.5% | Reduced |
| State Street Corp | 2,938,285 | $52.4M | 0.00% | +180,204+6.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,884,927 | $51.5M | 0.19% | +25,451+0.9% | Added |
| Meridian Wealth Advisors, LLC | 2,645,843 | $47.2M | 8.01% | −32,957−1.2% | Reduced |
| Cooke & Bieler LP | 2,600,093 | $46.4M | 0.46% | +57,546+2.3% | Added |
| Encompass Capital Advisors LLC | 2,444,756 | $43.6M | 1.67% | +2,444,756 | New |
| Clearbridge Investments, LLC | 2,336,644 | $41.7M | 0.04% | −529,734−18.5% | Reduced |
| Bank of America Corp | 1,799,590 | $32.1M | 0.00% | −3640.0% | Reduced |
| Villere St Denis J & Co LLC | 1,746,627 | $31.2M | 3.01% | +6,904+0.4% | Added |
| Geode Capital Management, LLC | 1,681,037 | $30.0M | 0.00% | +235,534+16.3% | Added |
| UBS Group AG | 1,536,341 | $27.4M | 0.01% | +400,746+35.3% | Added |
| Nuveen, LLC | 1,510,960 | $27.0M | 0.01% | +1,510,960 | New |
| Citadel Advisors LLC | 1,414,985 | $25.2M | 0.02% | +1,338,508+1,750.2% | Added |
| Goldman Sachs Group Inc | 1,409,054 | $25.1M | 0.00% | +219,834+18.5% | Added |
| Dimensional Fund Advisors LP | 1,321,731 | $23.6M | 0.01% | +690,686+109.5% | Added |
| Ashford Capital Management Inc | 1,164,775 | $20.8M | 2.68% | +367,100+46.0% | Added |
| Venturi Wealth Management, LLC | 1,086,254 | $19.4M | 1.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,058,864 | $18.9M | 0.02% | −29,674−2.7% | Reduced |
| HITE Hedge Asset Management LLC | 1,056,305 | $18.8M | 1.17% | +1,056,305 | New |
| Evergreen Capital Management LLC | 1,000,728 | $17.9M | 0.60% | +69,178+7.4% | Added |
| Zimmer Partners, LP | 1,000,000 | $17.8M | 0.36% | +1,000,000 | New |
| Northern Trust Corp | 966,528 | $17.2M | 0.00% | +68,275+7.6% | Added |
| Wellington Management Group LLP | 903,711 | $16.1M | 0.00% | +48,306+5.6% | Added |
| Bank of New York Mellon Corp | 859,112 | $15.3M | 0.00% | +23,429+2.8% | Added |
| Frontier Capital Management Co LLC | 849,594 | $15.2M | 0.17% | +48,441+6.0% | Added |
| First Trust Advisors LP | 846,727 | $15.1M | 0.01% | −3,062,083−78.3% | Reduced |
| Ghisallo Capital Management LLC | 750,000 | $13.4M | 1.16% | +750,000 | New |
| Morgan Stanley | 729,709 | $13.0M | 0.00% | −168,722−18.8% | Reduced |
| Kennedy Capital Management, Inc. | 696,658 | $12.4M | 0.30% | +237,889+51.9% | Added |
| American Century Companies Inc | 677,849 | $12.1M | 0.01% | +400,984+144.8% | Added |
| Pine Ridge Advisers LLC | 660,480 | $11.8M | 1.01% | +112,000+20.4% | Added |
| Cetera Investment Advisers | 647,529 | $11.6M | 0.02% | +8,001+1.3% | Added |
| Charles Schwab Investment Management Inc | 634,488 | $11.3M | 0.00% | +81,573+14.8% | Added |
| Invesco Ltd. | 624,900 | $11.1M | 0.00% | +75,071+13.7% | Added |
| Adage Capital Partners GP, L.L.C. | 610,912 | $10.9M | 0.02% | +141,069+30.0% | Added |
| MetLife Investment Management | 550,665 | $9.82M | 0.05% | +508,819+1,215.9% | Added |
| Burkehill Global Management, LP | 475,000 | $8.47M | 0.63% | +475,000 | New |
| Principal Financial Group Inc | 395,952 | $7.06M | 0.00% | +63,036+18.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 387,534 | $6.91M | 1.31% | +35,969+10.2% | Added |
| Envestnet Asset Management Inc | 381,094 | $6.80M | 0.00% | +33,404+9.6% | Added |
| First Sabrepoint Capital Management LP | 375,000 | $6.69M | 2.80% | +25,000+7.1% | Added |
| Royce & Associates LP | 367,680 | $6.56M | 0.07% | +142,680+63.4% | Added |
| Silvercrest Asset Management Group LLC | 367,673 | $6.56M | 0.05% | +77,354+26.6% | Added |
| Yaupon Capital Management LP | 325,000 | $5.80M | 0.43% | +325,000 | New |
| Lazard Asset Management LLC | 324,574 | $5.79M | 0.01% | +58,015+21.8% | Added |
| Quantinno Capital Management LP | 316,136 | $5.64M | 0.04% | −8,339−2.6% | Reduced |
| Barclays PLC | 308,718 | $5.51M | 0.00% | +121,085+64.5% | Added |
| SEI Investments Co | 298,066 | $5.32M | 0.01% | +84,209+39.4% | Added |
| Cullinan Associates Inc | 252,000 | $4.50M | 0.32% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 250,000 | $4.46M | 1.04% | +250,000 | New |
| Royal Bank of Canada | 249,793 | $4.46M | 0.00% | +51,477+26.0% | Added |
| Alpine Woods Capital Investors, LLC | 228,082 | $4.07M | 1.02% | +212,469+1,360.8% | Added |
| Public Sector Pension Investment Board | 227,777 | $4.06M | 0.02% | +76,706+50.8% | Added |
| Keeley-Teton Advisors, LLC | 204,091 | $3.64M | 0.44% | −5,876−2.8% | Reduced |
| HRT Financial LP | 200,899 | $3.58M | 0.02% | +200,899 | New |
| Beck Capital Management, LLC | 192,965 | $3.44M | 1.01% | −21,858−10.2% | Reduced |
| Rhumbline Advisers | 191,071 | $3.41M | 0.00% | +20,662+12.1% | Added |
| JPMorgan Chase & Co | 178,591 | $3.19M | 0.00% | +100,519+128.8% | Added |
| Squarepoint Ops LLC | 170,905 | $3.05M | 0.01% | +102,025+148.1% | Added |
| Legal & General Group Plc | 166,488 | $2.97M | 0.00% | +22,088+15.3% | Added |
| Raymond James Financial Inc | 165,231 | $2.95M | 0.00% | +65,901+66.3% | Added |
| Orchard Capital Managment, LLC | 162,222 | $2.89M | 1.98% | +152,971+1,653.6% | Added |
| Ameriprise Financial Inc | 156,127 | $2.79M | 0.00% | +17,920+13.0% | Added |
| ExodusPoint Capital Management, LP | 141,399 | $2.52M | 0.03% | +141,399 | New |
| Cumberland Partners Ltd | 139,900 | $2.50M | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 139,696 | $2.49M | 0.00% | −7,110−4.8% | Reduced |
| Ieq Capital, LLC | 138,602 | $2.47M | 0.02% | −15,463−10.0% | Reduced |
| Americana Partners, LLC | 136,765 | $2.44M | 0.09% | −13,224−8.8% | Reduced |
| Pathstone Holdings, LLC | 125,928 | $2.25M | 0.01% | +2,774+2.3% | Added |
| Quantbot Technologies LP | 125,889 | $2.25M | 0.07% | +109,630+674.3% | Added |
| Kettle Hill Capital Management, LLC | 124,963 | $2.23M | 0.61% | +124,963 | New |
| XTX Topco Ltd | 116,832 | $2.08M | 0.11% | +116,832 | New |
| Citigroup Inc | 111,925 | $2.00M | 0.00% | +18,800+20.2% | Added |
| Chatham Capital Group, Inc. | 106,319 | $1.90M | 0.32% | +51,044+92.3% | Added |
| Susquehanna International Group, LLP | 105,914 | $1.89M | 0.00% | +60,207+131.7% | Added |
| Russell Investments Group, Ltd. | 101,132 | $1.80M | 0.00% | −27,642−21.5% | Reduced |
| Palogic Value Management, L.P. | 95,000 | $1.69M | 0.75% | +30,000+46.2% | Added |
| Swiss National Bank | 94,400 | $1.68M | 0.00% | +18,700+24.7% | Added |
| Balyasny Asset Management LLC | 91,987 | $1.64M | 0.00% | +91,987 | New |
| Austin Asset Management Co Inc | 90,000 | $1.61M | 0.33% | 00.0% | Unchanged |
| Verition Fund Management LLC | 84,736 | $1.51M | 0.01% | +45,663+116.9% | Added |
| Hodges Capital Management Inc. | 84,000 | $1.50M | 0.15% | −110,000−56.7% | Reduced |
| Millennium Management LLC | 82,368 | $1.47M | 0.00% | +82,368 | New |
| Prudential Financial Inc | 70,325 | $1.40M | 0.00% | +8,750+14.2% | Added |
| Davenport & Co LLC | 75,800 | $1.35M | 0.01% | +30,000+65.5% | Added |
| Indie Asset Partners, LLC | 75,786 | $1.35M | 1.17% | −7,000−8.5% | Reduced |
| Harbor Capital Advisors, Inc. | 74,340 | $1.33M | 0.06% | +40,607+120.4% | Added |
| Alliancebernstein L.P. | 71,080 | $1.27M | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 66,427 | $1.19M | 0.03% | +66,427 | New |
| California State Teachers Retirement System | 64,074 | $1.14M | 0.00% | +25,970+68.2% | Added |
| CenterBook Partners LP | 63,181 | $1.13M | 0.07% | +63,181 | New |
| Comerica Bank | 62,049 | $1.11M | 0.00% | +3,175+5.4% | Added |
| Ilex Capital Partners (UK) LLP | 61,907 | $1.10M | 0.05% | +61,907 | New |
| Jump Financial, LLC | 58,043 | $1.04M | 0.02% | +37,792+186.6% | Added |
| SummitTX Capital, L.P. | 57,457 | $1.03M | 0.05% | +57,457 | New |
| Bryce Point Capital, LLC | 50,772 | $1.00M | 0.76% | −20,188−28.4% | Reduced |