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 |
|---|---|---|---|---|---|
| Seven Grand Managers, LLC | 250,000 | $3.34M | 0.40% | 00.0% | Unchanged |
| Cullinan Associates Inc | 252,000 | $3.37M | 0.22% | 00.0% | Unchanged |
| Twinbeech Capital LP | 252,236 | $3.37M | 0.08% | +252,236 | New |
| Squarepoint Ops LLC | 281,056 | $3.76M | 0.01% | +110,151+64.5% | Added |
| SEI Investments Co | 318,448 | $4.26M | 0.00% | +20,382+6.8% | Added |
| Lazard Asset Management LLC | 322,518 | $4.31M | 0.01% | −2,056−0.6% | Reduced |
| Quantinno Capital Management LP | 323,594 | $4.33M | 0.02% | +7,458+2.4% | Added |
| 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 |
| Envestnet Asset Management Inc | 371,023 | $4.96M | 0.00% | −10,071−2.6% | Reduced |
| Encompass Capital Advisors LLC | 373,148 | $4.99M | 0.20% | −2,071,608−84.7% | Reduced |
| Bank of America Corp | 395,869 | $5.29M | 0.00% | −1,403,721−78.0% | Reduced |
| Kettle Hill Capital Management, LLC | 409,369 | $5.47M | 1.27% | +284,406+227.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 419,550 | $5.61M | 0.97% | +32,016+8.3% | Added |
| Royce & Associates LP | 435,800 | $5.83M | 0.06% | +68,120+18.5% | Added |
| Principal Financial Group Inc | 460,082 | $6.15M | 0.00% | +64,130+16.2% | Added |
| HITE Hedge Asset Management LLC | 476,653 | $6.37M | 0.37% | −579,652−54.9% | Reduced |
| Corigliano Investment Advisers, LLC | 480,435 | $6.42M | 2.02% | +480,435 | New |
| American Century Companies Inc | 480,572 | $6.43M | 0.00% | −197,277−29.1% | Reduced |
| Silvercrest Asset Management Group LLC | 507,414 | $6.78M | 0.05% | +139,741+38.0% | Added |
| Adage Capital Partners GP, L.L.C. | 510,912 | $6.83M | 0.01% | −100,000−16.4% | Reduced |
| SIR Capital Management, L.P. | 514,500 | $6.88M | 0.61% | +514,500 | New |
| MetLife Investment Management | 551,242 | $7.37M | 0.04% | +577+0.1% | Added |
| Susquehanna International Group, LLP | 608,007 | $8.13M | 0.01% | +502,093+474.1% | Added |
| Goldman Sachs Group Inc | 649,041 | $8.68M | 0.00% | −760,013−53.9% | Reduced |
| Invesco Ltd. | 656,866 | $8.78M | 0.00% | +31,966+5.1% | Added |
| Charles Schwab Investment Management Inc | 670,279 | $8.96M | 0.00% | +35,791+5.6% | Added |
| Ameriprise Financial Inc | 829,348 | $11.1M | 0.00% | +673,221+431.2% | Added |
| Citadel Advisors LLC | 841,382 | $11.2M | 0.01% | −573,603−40.5% | Reduced |
| Bank of New York Mellon Corp | 895,030 | $12.0M | 0.00% | +35,918+4.2% | Added |
| Cetera Investment Advisers | 903,347 | $12.1M | 0.02% | +255,818+39.5% | Added |
| CenterBook Partners LP | 921,889 | $12.3M | 0.68% | +858,708+1,359.1% | Added |
| Kennedy Capital Management, Inc. | 943,501 | $12.6M | 0.30% | +246,843+35.4% | Added |
| Morgan Stanley | 970,261 | $13.0M | 0.00% | +240,552+33.0% | Added |
| Northern Trust Corp | 1,049,831 | $14.0M | 0.00% | +83,303+8.6% | Added |
| Liontrust Investment Partners LLP | 1,075,400 | $14.4M | 0.21% | +1,055,876+5,408.1% | Added |
| Venturi Wealth Management, LLC | 1,086,254 | $14.5M | 0.72% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 1,092,689 | $14.6M | 0.14% | +243,095+28.6% | Added |
| Ashford Capital Management Inc | 1,113,535 | $14.9M | 1.75% | −51,240−4.4% | Reduced |
| UBS Group AG | 1,193,992 | $16.0M | 0.00% | −342,349−22.3% | Reduced |
| Pine Ridge Advisers LLC | 1,212,980 | $16.2M | 1.03% | +552,500+83.7% | Added |
| Victory Capital Management Inc | 1,218,087 | $16.3M | 0.01% | +159,223+15.0% | Added |
| Evergreen Capital Management LLC | 1,317,490 | $17.6M | 0.53% | +316,762+31.7% | Added |
| Nuveen, LLC | 1,514,388 | $20.2M | 0.01% | +3,428+0.2% | Added |
| Geode Capital Management, LLC | 1,765,797 | $23.6M | 0.00% | +84,760+5.0% | Added |
| Dimensional Fund Advisors LP | 1,837,672 | $24.6M | 0.01% | +515,941+39.0% | Added |
| Villere St Denis J & Co LLC | 2,008,725 | $26.9M | 2.58% | +262,098+15.0% | Added |
| Clearbridge Investments, LLC | 2,274,696 | $30.4M | 0.02% | −61,948−2.7% | Reduced |
| Meridian Wealth Advisors, LLC | 2,477,436 | $33.1M | 5.24% | −168,407−6.4% | Reduced |
| Janus Henderson Group PLC | 2,644,219 | $35.4M | 0.02% | −655,725−19.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,876,783 | $38.5M | 0.13% | −8,144−0.3% | Reduced |
| Copeland Capital Management, LLC | 2,882,926 | $38.5M | 0.79% | −320,666−10.0% | Reduced |
| State Street Corp | 2,934,172 | $39.2M | 0.00% | −4,113−0.1% | Reduced |
| Cooke & Bieler LP | 3,219,440 | $43.0M | 0.43% | +619,347+23.8% | Added |
| FMR LLC | 3,788,212 | $50.6M | 0.00% | +3,786,415+210,707.6% | Added |
| Cooperman Leon G | 5,162,095 | $69.0M | 2.43% | +5,162,095 | New |
| Vanguard Group Inc | 7,544,275 | $100.9M | 0.00% | −510,402−6.3% | Reduced |
| BlackRock, Inc. | 11,777,158 | $157.5M | 0.00% | +278,282+2.4% | Added |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −903,711−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −200,899−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −141,399−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −84,000−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −38,749−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −36,706−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −36,399−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −35,230−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −33,689−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −33,193−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −31,135−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −17,306−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −19,111−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −11,911−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −11,144−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −10,609−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −6−100.0% | Sold out |