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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 20,419 | $273.0K | 0.01% | −200−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,702 | $276.8K | 0.00% | +20,702 | New |
| Voya Investment Management LLC | 20,737 | $277.3K | 0.00% | +1,865+9.9% | Added |
| Amalgamated Bank | 20,817 | $278.0K | 0.00% | +225+1.1% | Added |
| Maryland State Retirement & Pension System | 21,435 | $286.6K | 0.01% | +510+2.4% | Added |
| Waterloo Capital, L.P. | 21,499 | $287.4K | 0.02% | +21,499 | New |
| O'Shaughnessy Asset Management, LLC | 21,589 | $288.6K | 0.00% | +21,589 | New |
| Teachers Retirement System of the State of Kentucky | 22,440 | $300.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 22,469 | $300.4K | 0.00% | +683+3.1% | Added |
| AQR Capital Management LLC | 22,728 | $303.9K | 0.00% | +22,728 | New |
| New York State Common Retirement Fund | 22,850 | $305.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 24,477 | $327.3K | 0.03% | +709+3.0% | Added |
| Gamco Investors, Inc. Et Al | 25,296 | $338.2K | 0.00% | +25,296 | New |
| Avantax Advisory Services, Inc. | 25,473 | $340.6K | 0.00% | −6,462−20.2% | Reduced |
| SCS Capital Management LLC | 26,164 | $349.8K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 26,784 | $358.1K | 0.00% | +411+1.6% | Added |
| Guggenheim Capital LLC | 28,389 | $379.6K | 0.00% | +14,973+111.6% | Added |
| Empowered Funds, LLC | 28,948 | $387.0K | 0.00% | +28,948 | New |
| Greenleaf Trust | 29,456 | $393.8K | 0.00% | +336+1.2% | Added |
| Kestra Investment Management, LLC | 31,270 | $432.0K | 0.01% | +28,167+907.7% | Added |
| DRW Securities, LLC | 32,954 | $440.7K | 0.03% | +32,954 | New |
| Illinois Municipal Retirement Fund | 33,043 | $441.8K | 0.01% | −6,795−17.1% | Reduced |
| Intech Investment Management LLC | 34,008 | $454.7K | 0.00% | −6,008−15.0% | Reduced |
| Louisiana State Employees Retirement System | 34,100 | $455.9K | 0.01% | +300+0.9% | Added |
| Belpointe Asset Management LLC | 35,030 | $468.4K | 0.02% | +10,265+41.4% | Added |
| Wolverine Trading, LLC | 36,182 | $475.8K | 0.01% | +36,182 | New |
| State of Wisconsin Investment Board | 36,942 | $493.9K | 0.00% | +36,942 | New |
| Manufacturers Life Insurance Company, The | 40,617 | $543.0K | 0.00% | −1,010−2.4% | Reduced |
| Group One Trading, L.P. | 40,875 | $546.5K | 0.02% | +40,875 | New |
| SG Americas Securities, LLC | 41,435 | $554.0K | 0.00% | +34,781+522.7% | Added |
| SummitTX Capital, L.P. | 41,588 | $556.0K | 0.02% | −15,869−27.6% | Reduced |
| Virtu Financial LLC | 42,706 | $571.0K | 0.03% | +42,706 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,818 | $572.5K | 0.00% | −1,391−3.1% | Reduced |
| GatePass Capital, LLC | 43,100 | $576.2K | 0.38% | +18,400+74.5% | Added |
| Indie Asset Partners, LLC | 43,230 | $578.0K | 1.05% | −32,556−43.0% | Reduced |
| State of Alaska, Department of Revenue | 43,418 | $579.0K | 0.01% | +3,620+9.1% | Added |
| Millennium Management LLC | 43,904 | $587.0K | 0.00% | −38,464−46.7% | Reduced |
| Wells Fargo & Company | 45,655 | $610.4K | 0.00% | +5,596+14.0% | Added |
| LPL Financial LLC | 46,454 | $621.1K | 0.00% | +6,900+17.4% | Added |
| Boston Partners | 46,873 | $626.7K | 0.00% | +46,873 | New |
| Dynamic Technology Lab Private Ltd | 47,165 | $630.0K | 0.09% | +47,165 | New |
| Holocene Advisors, LP | 48,677 | $650.8K | 0.00% | +3,238+7.1% | Added |
| ISAM Funds (UK) Ltd | 48,857 | $653.2K | 0.14% | +20,899+74.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 49,434 | $660.9K | 0.00% | +295+0.6% | Added |
| Mariner, LLC | 51,606 | $689.7K | 0.00% | +38,651+298.3% | Added |
| Deutsche Bank AG | 51,775 | $692.2K | 0.00% | −4,435−7.9% | Reduced |
| Outfitter Financial LLC | 52,215 | $698.1K | 0.59% | +9,150+21.2% | Added |
| Bryce Point Capital, LLC | 52,551 | $702.6K | 0.59% | +1,779+3.5% | Added |
| Thrivent Financial for Lutherans | 53,631 | $717.0K | 0.00% | +874+1.7% | Added |
| Price T Rowe Associates Inc | 53,753 | $719.0K | 0.00% | −2,980,182−98.2% | Reduced |
| Davenport & Co LLC | 54,800 | $732.7K | 0.00% | −21,000−27.7% | Reduced |
| Caption Management, LLC | 58,000 | $775.5K | 0.07% | +58,000 | New |
| Orvieto Partners, L.P. | 60,000 | $802.2K | 0.71% | +60,000 | New |
| Freestone Grove Partners LP | 61,285 | $819.4K | 0.01% | +61,285 | New |
| Simplex Trading, LLC | 63,047 | $842.0K | 0.02% | +63,047 | New |
| California State Teachers Retirement System | 64,074 | $856.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 68,693 | $918.4K | 0.00% | +6,644+10.7% | Added |
| Engineers Gate Manager LP | 69,343 | $927.1K | 0.01% | +57,778+499.6% | Added |
| Marshall Wace, LLP | 69,497 | $929.2K | 0.00% | +52,087+299.2% | Added |
| Orchard Capital Managment, LLC | 70,098 | $937.2K | 1.04% | −92,124−56.8% | Reduced |
| Ilex Capital Partners (UK) LLP | 70,342 | $940.5K | 0.03% | +8,435+13.6% | Added |
| Alliancebernstein L.P. | 71,080 | $950.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 72,690 | $971.9K | 0.00% | −39,235−35.1% | Reduced |
| Harbor Capital Advisors, Inc. | 75,065 | $1.00M | 0.04% | +725+1.0% | Added |
| Blair William & Co | 76,246 | $1.02M | 0.00% | +51,346+206.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 79,677 | $1.07M | 0.03% | +79,677 | New |
| XTX Topco Ltd | 80,151 | $1.07M | 0.04% | −36,681−31.4% | Reduced |
| UBS Asset Management Americas Inc | 85,159 | $1.14M | 0.00% | +39,336+85.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 82,041 | $1.16M | 0.00% | +30,939+60.5% | Added |
| Advisors Asset Management, Inc. | 87,686 | $1.17M | 0.02% | +87,686 | New |
| Austin Asset Management Co Inc | 90,000 | $1.20M | 0.23% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 93,655 | $1.25M | 0.00% | +70,748+308.8% | Added |
| First Trust Advisors LP | 93,992 | $1.26M | 0.00% | −752,735−88.9% | Reduced |
| Swiss National Bank | 94,400 | $1.26M | 0.00% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 103,974 | $1.39M | 0.21% | −2,345−2.2% | Reduced |
| Beck Capital Management, LLC | 107,069 | $1.43M | 0.36% | −85,896−44.5% | Reduced |
| Russell Investments Group, Ltd. | 108,001 | $1.44M | 0.00% | +6,869+6.8% | Added |
| Prudential Financial Inc | 74,595 | $1.46M | 0.00% | +4,270+6.1% | Added |
| Palogic Value Management, L.P. | 126,300 | $1.69M | 0.71% | +31,300+32.9% | Added |
| Americana Partners, LLC | 136,765 | $1.83M | 0.06% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 144,900 | $1.94M | 0.13% | +5,000+3.6% | Added |
| Quantbot Technologies LP | 145,291 | $1.94M | 0.05% | +19,402+15.4% | Added |
| Verition Fund Management LLC | 145,297 | $1.94M | 0.01% | +60,561+71.5% | Added |
| Raymond James Financial Inc | 146,968 | $1.96M | 0.00% | −18,263−11.1% | Reduced |
| Barclays PLC | 146,984 | $1.97M | 0.00% | −161,734−52.4% | Reduced |
| Ieq Capital, LLC | 148,796 | $1.99M | 0.01% | +10,194+7.4% | Added |
| Pathstone Holdings, LLC | 153,058 | $2.04M | 0.01% | +27,130+21.5% | Added |
| Brevan Howard Capital Management LP | 162,766 | $2.18M | 0.02% | +96,339+145.0% | Added |
| JPMorgan Chase & Co | 164,020 | $2.19M | 0.00% | −14,571−8.2% | Reduced |
| Gabelli Funds LLC | 173,926 | $2.33M | 0.02% | +173,926 | New |
| Jane Street Group, LLC | 176,795 | $2.36M | 0.00% | +176,795 | New |
| Royal Bank of Canada | 177,825 | $2.38M | 0.00% | −71,968−28.8% | Reduced |
| IMC-Chicago, LLC | 179,340 | $2.40M | 0.06% | +179,340 | New |
| Legal & General Group Plc | 180,328 | $2.41M | 0.00% | +13,840+8.3% | Added |
| Balyasny Asset Management LLC | 186,700 | $2.50M | 0.01% | +94,713+103.0% | Added |
| Ardsley Advisory Partners LP | 200,000 | $2.67M | 0.44% | +200,000 | New |
| Rhumbline Advisers | 215,982 | $2.89M | 0.00% | +24,911+13.0% | Added |
| Stifel Financial Corp | 242,379 | $3.24M | 0.00% | +102,683+73.5% | Added |
| Public Sector Pension Investment Board | 248,689 | $3.32M | 0.01% | +20,912+9.2% | Added |
| Ghisallo Capital Management LLC | 250,000 | $3.34M | 0.09% | −500,000−66.7% | Reduced |