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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, 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.

Institutional holdersQ1 2025: 257 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 heldQ1 2025: $1.56B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2024.

Institutions holding AESI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Police & Firemen's Retirement System of New Jersey15,029$268.1K0.00%+1,370+10.0%Added
Oregon Public Employees Retirement Fund16,500$294.4K0.01%+2,200+15.4%Added
CIBC World Markets Corp16,500$294.4K0.00%+16,500New
Bessemer Group Inc16,836$300.0K0.00%−2,416−12.5%Reduced
Creative Planning16,834$300.3K0.00%+16,834New
Natixis Advisors, L.P.16,957$303.0K0.00%+16,957New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,188$306.6K0.00%+4,247+32.8%Added
Petrus Trust Company, LTA17,306$308.7K0.03%+17,306New
Profund Advisors LLC17,329$309.1K0.01%+4,473+34.8%Added
Marshall Wace, LLP17,410$310.6K0.00%+17,410New
ProShare Advisors LLC17,462$311.5K0.00%−2,868−14.1%Reduced
Voya Investment Management LLC18,872$336.7K0.00%−2,015−9.6%Reduced
Resources Investment Advisors, LLC.19,428$346.6K0.00%+134+0.7%Added
Central Pacific Bank - Trust Division19,457$347.1K0.05%00.0%Unchanged
Liontrust Investment Partners LLP19,524$348.3K0.01%+19,524New
Neuberger Berman Group LLC19,813$353.5K0.00%−1,881−8.7%Reduced
Amalgamated Bank20,592$367.0K0.00%+2,383+13.1%Added
Snowden Capital Advisors LLC20,619$367.8K0.01%−3,851−15.7%Reduced
Maryland State Retirement & Pension System20,925$373.3K0.01%+515+2.5%Added
Sumitomo Mitsui Trust Holdings, Inc.21,786$388.7K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky22,440$400.0K0.00%+1,292+6.1%Added
New York State Common Retirement Fund22,850$407.6K0.00%00.0%Unchanged
CI Private Wealth, LLC22,907$408.7K0.00%+12,880+128.5%Added
Quest Partners LLC23,768$424.0K0.05%+23,768New
GatePass Capital, LLC24,700$440.6K0.33%+24,700New
Belpointe Asset Management LLC24,765$441.8K0.02%+24,765New
Blair William & Co24,900$444.2K0.00%+3,200+14.7%Added
Pekin Hardy Strauss, Inc.25,750$459.4K0.06%00.0%Unchanged
SCS Capital Management LLC26,164$466.8K0.01%+26,164New
Yousif Capital Management, LLC26,373$470.5K0.01%+3,409+14.8%Added
ISAM Funds (UK) Ltd27,958$498.8K0.25%+27,958New
Greenleaf Trust29,120$519.5K0.00%−69−0.2%Reduced
CBOE Vest Financial, LLC31,135$555.4K0.01%−83,629−72.9%Reduced
Avantax Advisory Services, Inc.31,935$569.7K0.00%+3,426+12.0%Added
Tectonic Advisors LLC33,193$592.2K0.04%+2,486+8.1%Added
Miller Howard Investments Inc33,689$601.0K0.02%−2,004−5.6%Reduced
Louisiana State Employees Retirement System33,800$603.0K0.01%+4,500+15.4%Added
Versor Investments LP35,230$628.5K0.10%+35,230New
Winton Group Ltd36,399$649.4K0.04%+36,399New
Jefferies Financial Group Inc.36,706$654.8K0.01%+36,706New
Corebridge Financial, Inc.38,749$691.3K0.00%+2,836+7.9%Added
LPL Financial LLC39,554$705.6K0.00%−3,330−7.8%Reduced
State of Alaska, Department of Revenue39,798$709.0K0.01%+5,346+15.5%Added
Illinois Municipal Retirement Fund39,838$710.7K0.01%+6,646+20.0%Added
Intech Investment Management LLC40,016$713.9K0.01%+8,874+28.5%Added
Wells Fargo & Company40,059$714.6K0.00%−62,968−61.1%Reduced
Manufacturers Life Insurance Company, The41,627$742.6K0.00%+2,513+6.4%Added
Outfitter Financial LLC43,065$768.3K0.69%+4,575+11.9%Added
Mirae Asset Global ETFs Holdings Ltd.44,209$788.7K0.00%+5,579+14.4%Added
Holocene Advisors, LP45,439$810.6K0.00%+14,672+47.7%Added
UBS Asset Management Americas Inc45,823$817.5K0.00%+2,484+5.7%Added
Captrust Financial Advisors48,915$872.6K0.00%+29,763+155.4%Added
Universal- Beteiligungs- und Servicegesellschaft mbH49,139$876.6K0.00%+49,139New
Wealth Enhancement Advisory Services, LLC51,102$911.7K0.00%+51,102New
Omers Administration Corp52,500$936.6K0.01%+52,500New
Thrivent Financial for Lutherans52,757$941.0K0.00%+5,901+12.6%Added
Deutsche Bank AG56,210$1.00M0.00%−5,503−8.9%Reduced
Bryce Point Capital, LLC50,772$1.00M0.76%−20,188−28.4%Reduced
SummitTX Capital, L.P.57,457$1.03M0.05%+57,457New
Jump Financial, LLC58,043$1.04M0.02%+37,792+186.6%Added
Ilex Capital Partners (UK) LLP61,907$1.10M0.05%+61,907New
Comerica Bank62,049$1.11M0.00%+3,175+5.4%Added
CenterBook Partners LP63,181$1.13M0.07%+63,181New
California State Teachers Retirement System64,074$1.14M0.00%+25,970+68.2%Added
Brevan Howard Capital Management LP66,427$1.19M0.03%+66,427New
Alliancebernstein L.P.71,080$1.27M0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.74,340$1.33M0.06%+40,607+120.4%Added
Indie Asset Partners, LLC75,786$1.35M1.17%−7,000−8.5%Reduced
Davenport & Co LLC75,800$1.35M0.01%+30,000+65.5%Added
Prudential Financial Inc70,325$1.40M0.00%+8,750+14.2%Added
Millennium Management LLC82,368$1.47M0.00%+82,368New
Hodges Capital Management Inc.84,000$1.50M0.15%−110,000−56.7%Reduced
Verition Fund Management LLC84,736$1.51M0.01%+45,663+116.9%Added
Austin Asset Management Co Inc90,000$1.61M0.33%00.0%Unchanged
Balyasny Asset Management LLC91,987$1.64M0.00%+91,987New
Swiss National Bank94,400$1.68M0.00%+18,700+24.7%Added
Palogic Value Management, L.P.95,000$1.69M0.75%+30,000+46.2%Added
Russell Investments Group, Ltd.101,132$1.80M0.00%−27,642−21.5%Reduced
Susquehanna International Group, LLP105,914$1.89M0.00%+60,207+131.7%Added
Chatham Capital Group, Inc.106,319$1.90M0.32%+51,044+92.3%Added
Citigroup Inc111,925$2.00M0.00%+18,800+20.2%Added
XTX Topco Ltd116,832$2.08M0.11%+116,832New
Kettle Hill Capital Management, LLC124,963$2.23M0.61%+124,963New
Quantbot Technologies LP125,889$2.25M0.07%+109,630+674.3%Added
Pathstone Holdings, LLC125,928$2.25M0.01%+2,774+2.3%Added
Americana Partners, LLC136,765$2.44M0.09%−13,224−8.8%Reduced
Ieq Capital, LLC138,602$2.47M0.02%−15,463−10.0%Reduced
Stifel Financial Corp139,696$2.49M0.00%−7,110−4.8%Reduced
Cumberland Partners Ltd139,900$2.50M0.19%00.0%Unchanged
ExodusPoint Capital Management, LP141,399$2.52M0.03%+141,399New
Ameriprise Financial Inc156,127$2.79M0.00%+17,920+13.0%Added
Orchard Capital Managment, LLC162,222$2.89M1.98%+152,971+1,653.6%Added
Raymond James Financial Inc165,231$2.95M0.00%+65,901+66.3%Added
Legal & General Group Plc166,488$2.97M0.00%+22,088+15.3%Added
Squarepoint Ops LLC170,905$3.05M0.01%+102,025+148.1%Added
JPMorgan Chase & Co178,591$3.19M0.00%+100,519+128.8%Added
Rhumbline Advisers191,071$3.41M0.00%+20,662+12.1%Added
Beck Capital Management, LLC192,965$3.44M1.01%−21,858−10.2%Reduced
HRT Financial LP200,899$3.58M0.02%+200,899New
Keeley-Teton Advisors, LLC204,091$3.64M0.44%−5,876−2.8%Reduced