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, Q2 2025
Institutional positions in Atlas Energy Solutions Inc. as of Jun 30, 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
- 258
- +4 vs. Q1 2025
- Shares held
- 91.5M
- +4.45M (+5.1%) vs. Q1 2025
- Total value
- $1.22B
- −$329.1M (−21.2%) vs. Q1 2025
- New holders
- 47
- 118 more added
- Sold out
- 43
- 64 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,777,158 | $157.5M | 0.00% | +278,282+2.4% | Added |
| Vanguard Group Inc | 7,544,275 | $100.9M | 0.00% | −510,402−6.3% | Reduced |
| Cooperman Leon G | 5,162,095 | $69.0M | 2.43% | +5,162,095 | New |
| FMR LLC | 3,788,212 | $50.6M | 0.00% | +3,786,415+210,707.6% | Added |
| Cooke & Bieler LP | 3,219,440 | $43.0M | 0.43% | +619,347+23.8% | Added |
| State Street Corp | 2,934,172 | $39.2M | 0.00% | −4,113−0.1% | Reduced |
| Copeland Capital Management, LLC | 2,882,926 | $38.5M | 0.79% | −320,666−10.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,876,783 | $38.5M | 0.13% | −8,144−0.3% | Reduced |
| Janus Henderson Group PLC | 2,644,219 | $35.4M | 0.02% | −655,725−19.9% | Reduced |
| Meridian Wealth Advisors, LLC | 2,477,436 | $33.1M | 5.24% | −168,407−6.4% | Reduced |
| Clearbridge Investments, LLC | 2,274,696 | $30.4M | 0.02% | −61,948−2.7% | Reduced |
| Villere St Denis J & Co LLC | 2,008,725 | $26.9M | 2.58% | +262,098+15.0% | Added |
| Dimensional Fund Advisors LP | 1,837,672 | $24.6M | 0.01% | +515,941+39.0% | Added |
| Geode Capital Management, LLC | 1,765,797 | $23.6M | 0.00% | +84,760+5.0% | Added |
| Nuveen, LLC | 1,514,388 | $20.2M | 0.01% | +3,428+0.2% | Added |
| Evergreen Capital Management LLC | 1,317,490 | $17.6M | 0.53% | +316,762+31.7% | Added |
| Victory Capital Management Inc | 1,218,087 | $16.3M | 0.01% | +159,223+15.0% | Added |
| Pine Ridge Advisers LLC | 1,212,980 | $16.2M | 1.03% | +552,500+83.7% | Added |
| UBS Group AG | 1,193,992 | $16.0M | 0.00% | −342,349−22.3% | Reduced |
| Ashford Capital Management Inc | 1,113,535 | $14.9M | 1.75% | −51,240−4.4% | Reduced |
| Frontier Capital Management Co LLC | 1,092,689 | $14.6M | 0.14% | +243,095+28.6% | Added |
| Venturi Wealth Management, LLC | 1,086,254 | $14.5M | 0.72% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 1,075,400 | $14.4M | 0.21% | +1,055,876+5,408.1% | Added |
| Northern Trust Corp | 1,049,831 | $14.0M | 0.00% | +83,303+8.6% | Added |
| Morgan Stanley | 970,261 | $13.0M | 0.00% | +240,552+33.0% | Added |
| Kennedy Capital Management, Inc. | 943,501 | $12.6M | 0.30% | +246,843+35.4% | Added |
| CenterBook Partners LP | 921,889 | $12.3M | 0.68% | +858,708+1,359.1% | Added |
| Cetera Investment Advisers | 903,347 | $12.1M | 0.02% | +255,818+39.5% | Added |
| Bank of New York Mellon Corp | 895,030 | $12.0M | 0.00% | +35,918+4.2% | Added |
| Citadel Advisors LLC | 841,382 | $11.2M | 0.01% | −573,603−40.5% | Reduced |
| Ameriprise Financial Inc | 829,348 | $11.1M | 0.00% | +673,221+431.2% | Added |
| Charles Schwab Investment Management Inc | 670,279 | $8.96M | 0.00% | +35,791+5.6% | Added |
| Invesco Ltd. | 656,866 | $8.78M | 0.00% | +31,966+5.1% | Added |
| Goldman Sachs Group Inc | 649,041 | $8.68M | 0.00% | −760,013−53.9% | Reduced |
| Susquehanna International Group, LLP | 608,007 | $8.13M | 0.01% | +502,093+474.1% | Added |
| MetLife Investment Management | 551,242 | $7.37M | 0.04% | +577+0.1% | Added |
| SIR Capital Management, L.P. | 514,500 | $6.88M | 0.61% | +514,500 | New |
| Adage Capital Partners GP, L.L.C. | 510,912 | $6.83M | 0.01% | −100,000−16.4% | Reduced |
| Silvercrest Asset Management Group LLC | 507,414 | $6.78M | 0.05% | +139,741+38.0% | Added |
| American Century Companies Inc | 480,572 | $6.43M | 0.00% | −197,277−29.1% | Reduced |
| Corigliano Investment Advisers, LLC | 480,435 | $6.42M | 2.02% | +480,435 | New |
| HITE Hedge Asset Management LLC | 476,653 | $6.37M | 0.37% | −579,652−54.9% | Reduced |
| Principal Financial Group Inc | 460,082 | $6.15M | 0.00% | +64,130+16.2% | Added |
| Royce & Associates LP | 435,800 | $5.83M | 0.06% | +68,120+18.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 419,550 | $5.61M | 0.97% | +32,016+8.3% | Added |
| Kettle Hill Capital Management, LLC | 409,369 | $5.47M | 1.27% | +284,406+227.6% | Added |
| Bank of America Corp | 395,869 | $5.29M | 0.00% | −1,403,721−78.0% | Reduced |
| Encompass Capital Advisors LLC | 373,148 | $4.99M | 0.20% | −2,071,608−84.7% | Reduced |
| Envestnet Asset Management Inc | 371,023 | $4.96M | 0.00% | −10,071−2.6% | Reduced |
| Burkehill Global Management, LP | 350,000 | $4.68M | 0.35% | −125,000−26.3% | Reduced |
| First Sabrepoint Capital Management LP | 350,000 | $4.68M | 2.00% | −25,000−6.7% | Reduced |
| Quantinno Capital Management LP | 323,594 | $4.33M | 0.02% | +7,458+2.4% | Added |
| Lazard Asset Management LLC | 322,518 | $4.31M | 0.01% | −2,056−0.6% | Reduced |
| SEI Investments Co | 318,448 | $4.26M | 0.00% | +20,382+6.8% | Added |
| Squarepoint Ops LLC | 281,056 | $3.76M | 0.01% | +110,151+64.5% | Added |
| Twinbeech Capital LP | 252,236 | $3.37M | 0.08% | +252,236 | New |
| Cullinan Associates Inc | 252,000 | $3.37M | 0.22% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 250,000 | $3.34M | 0.09% | −500,000−66.7% | Reduced |
| Seven Grand Managers, LLC | 250,000 | $3.34M | 0.40% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 248,689 | $3.32M | 0.01% | +20,912+9.2% | Added |
| Stifel Financial Corp | 242,379 | $3.24M | 0.00% | +102,683+73.5% | Added |
| Rhumbline Advisers | 215,982 | $2.89M | 0.00% | +24,911+13.0% | Added |
| Ardsley Advisory Partners LP | 200,000 | $2.67M | 0.44% | +200,000 | New |
| Balyasny Asset Management LLC | 186,700 | $2.50M | 0.01% | +94,713+103.0% | Added |
| Legal & General Group Plc | 180,328 | $2.41M | 0.00% | +13,840+8.3% | Added |
| IMC-Chicago, LLC | 179,340 | $2.40M | 0.06% | +179,340 | New |
| Royal Bank of Canada | 177,825 | $2.38M | 0.00% | −71,968−28.8% | Reduced |
| Jane Street Group, LLC | 176,795 | $2.36M | 0.00% | +176,795 | New |
| Gabelli Funds LLC | 173,926 | $2.33M | 0.02% | +173,926 | New |
| JPMorgan Chase & Co | 164,020 | $2.19M | 0.00% | −14,571−8.2% | Reduced |
| Brevan Howard Capital Management LP | 162,766 | $2.18M | 0.02% | +96,339+145.0% | Added |
| Pathstone Holdings, LLC | 153,058 | $2.04M | 0.01% | +27,130+21.5% | Added |
| Ieq Capital, LLC | 148,796 | $1.99M | 0.01% | +10,194+7.4% | Added |
| Barclays PLC | 146,984 | $1.97M | 0.00% | −161,734−52.4% | Reduced |
| Raymond James Financial Inc | 146,968 | $1.96M | 0.00% | −18,263−11.1% | Reduced |
| Verition Fund Management LLC | 145,297 | $1.94M | 0.01% | +60,561+71.5% | Added |
| Quantbot Technologies LP | 145,291 | $1.94M | 0.05% | +19,402+15.4% | Added |
| Cumberland Partners Ltd | 144,900 | $1.94M | 0.13% | +5,000+3.6% | Added |
| Americana Partners, LLC | 136,765 | $1.83M | 0.06% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 126,300 | $1.69M | 0.71% | +31,300+32.9% | Added |
| Prudential Financial Inc | 74,595 | $1.46M | 0.00% | +4,270+6.1% | Added |
| Russell Investments Group, Ltd. | 108,001 | $1.44M | 0.00% | +6,869+6.8% | Added |
| Beck Capital Management, LLC | 107,069 | $1.43M | 0.36% | −85,896−44.5% | Reduced |
| Chatham Capital Group, Inc. | 103,974 | $1.39M | 0.21% | −2,345−2.2% | Reduced |
| Swiss National Bank | 94,400 | $1.26M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 93,992 | $1.26M | 0.00% | −752,735−88.9% | Reduced |
| CI Private Wealth, LLC | 93,655 | $1.25M | 0.00% | +70,748+308.8% | Added |
| Austin Asset Management Co Inc | 90,000 | $1.20M | 0.23% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 87,686 | $1.17M | 0.02% | +87,686 | New |
| Wealth Enhancement Advisory Services, LLC | 82,041 | $1.16M | 0.00% | +30,939+60.5% | Added |
| UBS Asset Management Americas Inc | 85,159 | $1.14M | 0.00% | +39,336+85.8% | Added |
| XTX Topco Ltd | 80,151 | $1.07M | 0.04% | −36,681−31.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 79,677 | $1.07M | 0.03% | +79,677 | New |
| Blair William & Co | 76,246 | $1.02M | 0.00% | +51,346+206.2% | Added |
| Harbor Capital Advisors, Inc. | 75,065 | $1.00M | 0.04% | +725+1.0% | Added |
| Citigroup Inc | 72,690 | $971.9K | 0.00% | −39,235−35.1% | Reduced |
| Alliancebernstein L.P. | 71,080 | $950.3K | 0.00% | 00.0% | Unchanged |
| Ilex Capital Partners (UK) LLP | 70,342 | $940.5K | 0.03% | +8,435+13.6% | Added |
| Orchard Capital Managment, LLC | 70,098 | $937.2K | 1.04% | −92,124−56.8% | Reduced |
| Marshall Wace, LLP | 69,497 | $929.2K | 0.00% | +52,087+299.2% | Added |