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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, 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.

Institutional holdersQ2 2025: 258 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 heldQ2 2025: $1.22B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2025.

Institutions holding AESI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP69,343$927.1K0.01%+57,778+499.6%Added
Comerica Bank68,693$918.4K0.00%+6,644+10.7%Added
California State Teachers Retirement System64,074$856.7K0.00%00.0%Unchanged
Simplex Trading, LLC63,047$842.0K0.02%+63,047New
Freestone Grove Partners LP61,285$819.4K0.01%+61,285New
Orvieto Partners, L.P.60,000$802.2K0.71%+60,000New
Caption Management, LLC58,000$775.5K0.07%+58,000New
Davenport & Co LLC54,800$732.7K0.00%−21,000−27.7%Reduced
Price T Rowe Associates Inc53,753$719.0K0.00%−2,980,182−98.2%Reduced
Thrivent Financial for Lutherans53,631$717.0K0.00%+874+1.7%Added
Bryce Point Capital, LLC52,551$702.6K0.59%+1,779+3.5%Added
Outfitter Financial LLC52,215$698.1K0.59%+9,150+21.2%Added
Deutsche Bank AG51,775$692.2K0.00%−4,435−7.9%Reduced
Mariner, LLC51,606$689.7K0.00%+38,651+298.3%Added
Universal- Beteiligungs- und Servicegesellschaft mbH49,434$660.9K0.00%+295+0.6%Added
ISAM Funds (UK) Ltd48,857$653.2K0.14%+20,899+74.8%Added
Holocene Advisors, LP48,677$650.8K0.00%+3,238+7.1%Added
Dynamic Technology Lab Private Ltd47,165$630.0K0.09%+47,165New
Boston Partners46,873$626.7K0.00%+46,873New
LPL Financial LLC46,454$621.1K0.00%+6,900+17.4%Added
Wells Fargo & Company45,655$610.4K0.00%+5,596+14.0%Added
Millennium Management LLC43,904$587.0K0.00%−38,464−46.7%Reduced
State of Alaska, Department of Revenue43,418$579.0K0.01%+3,620+9.1%Added
Indie Asset Partners, LLC43,230$578.0K1.05%−32,556−43.0%Reduced
GatePass Capital, LLC43,100$576.2K0.38%+18,400+74.5%Added
Mirae Asset Global ETFs Holdings Ltd.42,818$572.5K0.00%−1,391−3.1%Reduced
Virtu Financial LLC42,706$571.0K0.03%+42,706New
SummitTX Capital, L.P.41,588$556.0K0.02%−15,869−27.6%Reduced
SG Americas Securities, LLC41,435$554.0K0.00%+34,781+522.7%Added
Group One Trading, L.P.40,875$546.5K0.02%+40,875New
Manufacturers Life Insurance Company, The40,617$543.0K0.00%−1,010−2.4%Reduced
State of Wisconsin Investment Board36,942$493.9K0.00%+36,942New
Wolverine Trading, LLC36,182$475.8K0.01%+36,182New
Belpointe Asset Management LLC35,030$468.4K0.02%+10,265+41.4%Added
Louisiana State Employees Retirement System34,100$455.9K0.01%+300+0.9%Added
Intech Investment Management LLC34,008$454.7K0.00%−6,008−15.0%Reduced
Illinois Municipal Retirement Fund33,043$441.8K0.01%−6,795−17.1%Reduced
DRW Securities, LLC32,954$440.7K0.03%+32,954New
Kestra Investment Management, LLC31,270$432.0K0.01%+28,167+907.7%Added
Greenleaf Trust29,456$393.8K0.00%+336+1.2%Added
Empowered Funds, LLC28,948$387.0K0.00%+28,948New
Guggenheim Capital LLC28,389$379.6K0.00%+14,973+111.6%Added
Yousif Capital Management, LLC26,784$358.1K0.00%+411+1.6%Added
SCS Capital Management LLC26,164$349.8K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.25,473$340.6K0.00%−6,462−20.2%Reduced
Gamco Investors, Inc. Et Al25,296$338.2K0.00%+25,296New
Quest Partners LLC24,477$327.3K0.03%+709+3.0%Added
New York State Common Retirement Fund22,850$305.5K0.00%00.0%Unchanged
AQR Capital Management LLC22,728$303.9K0.00%+22,728New
Sumitomo Mitsui Trust Holdings, Inc.22,469$300.4K0.00%+683+3.1%Added
Teachers Retirement System of the State of Kentucky22,440$300.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC21,589$288.6K0.00%+21,589New
Waterloo Capital, L.P.21,499$287.4K0.02%+21,499New
Maryland State Retirement & Pension System21,435$286.6K0.01%+510+2.4%Added
Amalgamated Bank20,817$278.0K0.00%+225+1.1%Added
Voya Investment Management LLC20,737$277.3K0.00%+1,865+9.9%Added
Schonfeld Strategic Advisors LLC20,702$276.8K0.00%+20,702New
Snowden Capital Advisors LLC20,419$273.0K0.01%−200−1.0%Reduced
Central Pacific Bank - Trust Division19,457$260.1K0.03%00.0%Unchanged
Resources Investment Advisors, LLC.19,243$257.3K0.00%−185−1.0%Reduced
Alpine Woods Capital Investors, LLC19,044$254.6K0.06%−209,038−91.7%Reduced
Neuberger Berman Group LLC18,954$253.4K0.00%−859−4.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys18,726$250.4K0.00%+1,538+8.9%Added
Toroso Investments, LLC17,455$233.4K0.00%+17,455New
Fox Run Management, L.L.C.17,348$231.9K0.04%+17,348New
ProShare Advisors LLC17,244$230.6K0.00%−218−1.2%Reduced
Oregon Public Employees Retirement Fund16,700$223.3K0.00%+200+1.2%Added
Bessemer Group Inc16,661$222.0K0.00%−175−1.0%Reduced
Police & Firemen's Retirement System of New Jersey16,090$215.1K0.00%+1,061+7.1%Added
Jump Financial, LLC15,989$213.8K0.00%−42,054−72.5%Reduced
Tactive Advisors, LLC15,883$212.4K0.07%+15,883New
Profund Advisors LLC15,795$211.2K0.01%−1,534−8.9%Reduced
Bryn Mawr Trust Co15,370$205.5K0.00%+4,400+40.1%Added
State of Tennessee, Treasury Department14,909$199.3K0.00%00.0%Unchanged
Lyell Wealth Management, LP14,766$197.4K0.02%00.0%Unchanged
Arizona State Retirement System14,426$192.9K0.00%+461+3.3%Added
New York State Teachers Retirement System14,161$189.0K0.00%00.0%Unchanged
Captrust Financial Advisors13,289$177.7K0.00%−35,626−72.8%Reduced
49 Wealth Management, LLC13,094$175.1K0.02%+260+2.0%Added
The PNC Financial Services Group, Inc.13,068$174.7K0.00%+11,738+882.6%Added
Commonwealth Equity Services, LLC13,031$174.0K0.00%+1,555+13.6%Added
Pekin Hardy Strauss, Inc.12,150$162.4K0.02%−13,600−52.8%Reduced
Creative Planning11,992$160.3K0.00%−4,842−28.8%Reduced
Advisor Group Holdings, Inc.11,888$158.9K0.00%+1,989+20.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,729$156.8K0.00%+5,984+104.2%Added
Integrated Wealth Concepts LLC11,109$148.5K0.00%−28−0.3%Reduced
M&T Bank Corp10,900$145.7K0.00%+10,900New
Bank of Montreal10,776$144.1K0.00%+107+1.0%Added
Personal Cfo Solutions, LLC10,043$134.3K0.02%−121−1.2%Reduced
Schnieders Capital Management LLC10,000$133.7K0.02%+10,000New
KLP Kapitalforvaltning AS9,900$132.4K0.00%−3,300−25.0%Reduced
DekaBank Deutsche Girozentrale5,297$132.0K0.00%+1,860+54.1%Added
Brown Brothers Harriman & Co9,826$131.4K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd9,453$126.4K0.03%+1,411+17.5%Added
Tower Research Capital LLC (TRC)8,954$119.7K0.00%+2,314+34.8%Added
Larson Financial Group LLC8,119$108.6K0.00%+6,151+312.6%Added
Avondale Wealth Management8,000$107.0K0.06%00.0%Unchanged
BNP Paribas Arbitrage, SA7,823$104.6K0.00%+2,369+43.4%Added
Ameritas Investment Partners, Inc.7,522$100.6K0.00%00.0%Unchanged
Clear Street Markets LLC3,801$50.8K0.02%+3,801New