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, Q3 2025
Institutional positions in Atlas Energy Solutions Inc. as of Sep 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
- 244
- −11 vs. Q2 2025
- Shares held
- 88.1M
- −3.30M (−3.6%) vs. Q2 2025
- Total value
- $1.00B
- −$220.9M (−18.1%) vs. Q2 2025
- New holders
- 31
- 92 more added
- Sold out
- 42
- 91 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,536,876 | $142.5M | 0.00% | +759,718+6.5% | Added |
| Vanguard Group Inc | 7,793,029 | $88.6M | 0.00% | +248,754+3.3% | Added |
| Cooperman Leon G | 5,366,363 | $61.0M | 1.90% | +204,268+4.0% | Added |
| Cooke & Bieler LP | 4,153,554 | $47.2M | 0.49% | +934,114+29.0% | Added |
| FMR LLC | 3,979,581 | $45.2M | 0.00% | +191,369+5.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,324,340 | $37.8M | 0.12% | +447,557+15.6% | Added |
| State Street Corp | 3,087,084 | $35.1M | 0.00% | +152,912+5.2% | Added |
| Janus Henderson Group PLC | 2,670,658 | $30.4M | 0.01% | +26,439+1.0% | Added |
| Meridian Wealth Advisors, LLC | 2,449,151 | $27.8M | 3.95% | −28,285−1.1% | Reduced |
| Villere St Denis J & Co LLC | 2,219,928 | $25.2M | 2.43% | +211,203+10.5% | Added |
| Geode Capital Management, LLC | 1,803,733 | $20.5M | 0.00% | +37,936+2.1% | Added |
| Copeland Capital Management, LLC | 1,690,616 | $19.2M | 0.40% | −1,192,310−41.4% | Reduced |
| Dimensional Fund Advisors LP | 1,646,941 | $18.7M | 0.00% | −190,731−10.4% | Reduced |
| Pine Ridge Advisers LLC | 1,494,071 | $17.0M | 1.16% | +281,091+23.2% | Added |
| Evergreen Capital Management LLC | 1,382,120 | $15.7M | 0.37% | +64,630+4.9% | Added |
| Cetera Investment Advisers | 1,374,173 | $15.6M | 0.02% | +470,826+52.1% | Added |
| Liontrust Investment Partners LLP | 1,312,507 | $14.9M | 0.22% | +237,107+22.0% | Added |
| Nuveen, LLC | 1,291,940 | $14.7M | 0.00% | −222,448−14.7% | Reduced |
| Ameriprise Financial Inc | 1,161,044 | $13.2M | 0.00% | +331,696+40.0% | Added |
| Frontier Capital Management Co LLC | 1,137,090 | $12.9M | 0.12% | +44,401+4.1% | Added |
| Morgan Stanley | 1,104,347 | $12.6M | 0.00% | +134,086+13.8% | Added |
| Venturi Wealth Management, LLC | 1,086,254 | $12.4M | 0.57% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,078,706 | $12.3M | 0.01% | −139,381−11.4% | Reduced |
| Northern Trust Corp | 1,000,623 | $11.4M | 0.00% | −49,208−4.7% | Reduced |
| UBS Group AG | 906,125 | $10.3M | 0.00% | −287,867−24.1% | Reduced |
| Bank of New York Mellon Corp | 904,188 | $10.3M | 0.00% | +9,158+1.0% | Added |
| Kennedy Capital Management, Inc. | 900,862 | $10.2M | 0.23% | −42,639−4.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 880,912 | $10.0M | 0.02% | +370,000+72.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 725,913 | $8.25M | 1.31% | +306,363+73.0% | Added |
| Charles Schwab Investment Management Inc | 721,423 | $8.20M | 0.00% | +51,144+7.6% | Added |
| Invesco Ltd. | 717,054 | $8.15M | 0.00% | +60,188+9.2% | Added |
| Goldman Sachs Group Inc | 695,823 | $7.91M | 0.00% | +46,782+7.2% | Added |
| Ashford Capital Management Inc | 665,135 | $7.56M | 0.84% | −448,400−40.3% | Reduced |
| Kettle Hill Capital Management, LLC | 660,843 | $7.51M | 1.69% | +251,474+61.4% | Added |
| Squarepoint Ops LLC | 653,204 | $7.43M | 0.02% | +372,148+132.4% | Added |
| Franklin Resources Inc | 594,114 | $6.76M | 0.00% | +594,114 | New |
| MetLife Investment Management | 550,401 | $6.26M | 0.03% | −841−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 495,126 | $5.63M | 0.04% | −12,288−2.4% | Reduced |
| Clearbridge Investments, LLC | 475,816 | $5.41M | 0.00% | −1,798,880−79.1% | Reduced |
| American Century Companies Inc | 439,359 | $5.00M | 0.00% | −41,213−8.6% | Reduced |
| Principal Financial Group Inc | 371,070 | $4.22M | 0.00% | −89,012−19.3% | Reduced |
| Susquehanna International Group, LLP | 339,474 | $3.86M | 0.01% | −268,533−44.2% | Reduced |
| Quantinno Capital Management LP | 319,275 | $3.63M | 0.01% | −4,319−1.3% | Reduced |
| SIR Capital Management, L.P. | 310,841 | $3.53M | 0.32% | −203,659−39.6% | Reduced |
| Public Sector Pension Investment Board | 299,217 | $3.40M | 0.01% | +50,528+20.3% | Added |
| SEI Investments Co | 286,953 | $3.26M | 0.00% | −31,495−9.9% | Reduced |
| Envestnet Asset Management Inc | 278,623 | $3.17M | 0.00% | −92,400−24.9% | Reduced |
| Lazard Asset Management LLC | 267,602 | $3.04M | 0.00% | −54,916−17.0% | Reduced |
| Jump Financial, LLC | 264,166 | $3.00M | 0.04% | +248,177+1,552.2% | Added |
| Cullinan Associates Inc | 252,000 | $2.87M | 0.19% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 236,395 | $2.69M | 0.05% | +148,709+169.6% | Added |
| Boston Partners | 231,844 | $2.64M | 0.00% | +184,971+394.6% | Added |
| Stifel Financial Corp | 230,672 | $2.62M | 0.00% | −11,707−4.8% | Reduced |
| Bank of America Corp | 227,471 | $2.59M | 0.00% | −168,398−42.5% | Reduced |
| Russell Investments Group, Ltd. | 224,523 | $2.55M | 0.00% | +116,522+107.9% | Added |
| Royal Bank of Canada | 217,969 | $2.48M | 0.00% | +40,144+22.6% | Added |
| Rhumbline Advisers | 214,791 | $2.44M | 0.00% | −1,191−0.6% | Reduced |
| CI Private Wealth, LLC | 202,198 | $2.30M | 0.00% | +108,543+115.9% | Added |
| Citadel Advisors LLC | 198,403 | $2.26M | 0.00% | −642,979−76.4% | Reduced |
| SummitTX Capital, L.P. | 188,151 | $2.14M | 0.09% | +146,563+352.4% | Added |
| Legal & General Group Plc | 181,004 | $2.06M | 0.00% | +676+0.4% | Added |
| Pathstone Holdings, LLC | 178,538 | $2.03M | 0.01% | +25,480+16.6% | Added |
| Gabelli Funds LLC | 173,926 | $1.98M | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 155,579 | $1.77M | 0.03% | −23,761−13.2% | Reduced |
| Quest Partners LLC | 151,979 | $1.73M | 0.11% | +127,502+520.9% | Added |
| Dark Forest Capital Management LP | 148,430 | $1.69M | 0.06% | +148,430 | New |
| CenterBook Partners LP | 145,931 | $1.66M | 0.08% | −775,958−84.2% | Reduced |
| Cumberland Partners Ltd | 144,900 | $1.65M | 0.11% | 00.0% | Unchanged |
| Americana Partners, LLC | 136,765 | $1.56M | 0.05% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 126,300 | $1.44M | 0.61% | 00.0% | Unchanged |
| Ieq Capital, LLC | 126,175 | $1.43M | 0.00% | −22,621−15.2% | Reduced |
| Corient IA LLC | 115,000 | $1.31M | 0.98% | +115,000 | New |
| Barclays PLC | 109,330 | $1.24M | 0.00% | −37,654−25.6% | Reduced |
| Beck Capital Management, LLC | 106,191 | $1.21M | 0.28% | −878−0.8% | Reduced |
| Chatham Capital Group, Inc. | 102,809 | $1.17M | 0.17% | −1,165−1.1% | Reduced |
| Balyasny Asset Management LLC | 99,566 | $1.13M | 0.00% | −87,134−46.7% | Reduced |
| Aquatic Capital Management LLC | 99,286 | $1.13M | 0.02% | +99,286 | New |
| Ilex Capital Partners (UK) LLP | 97,125 | $1.10M | 0.04% | +26,783+38.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 95,736 | $1.10M | 0.00% | +13,695+16.7% | Added |
| Swiss National Bank | 94,400 | $1.07M | 0.00% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 90,000 | $1.02M | 0.19% | 00.0% | Unchanged |
| Orvieto Partners, L.P. | 80,000 | $909.6K | 0.77% | +20,000+33.3% | Added |
| Jane Street Group, LLC | 75,806 | $861.9K | 0.00% | −100,989−57.1% | Reduced |
| Prudential Financial Inc | 74,630 | $848.5K | 0.00% | +350.0% | Added |
| Alliancebernstein L.P. | 72,580 | $825.2K | 0.00% | +1,500+2.1% | Added |
| Orchard Capital Managment, LLC | 72,392 | $823.1K | 1.09% | +2,294+3.3% | Added |
| Quantbot Technologies LP | 71,206 | $809.6K | 0.02% | −74,085−51.0% | Reduced |
| JPMorgan Chase & Co | 70,762 | $804.6K | 0.00% | −93,258−56.9% | Reduced |
| Occudo Quantitative Strategies LP | 70,401 | $800.5K | 0.10% | +70,401 | New |
| Comerica Bank | 70,197 | $798.1K | 0.00% | +1,504+2.2% | Added |
| Price T Rowe Associates Inc | 65,840 | $749.0K | 0.00% | +12,087+22.5% | Added |
| Kestra Investment Management, LLC | 61,293 | $696.9K | 0.02% | +30,023+96.0% | Added |
| SG Americas Securities, LLC | 61,149 | $695.0K | 0.00% | +19,714+47.6% | Added |
| Caption Management, LLC | 58,000 | $659.5K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,375 | $652.4K | 0.00% | +5,600+10.8% | Added |
| HRT Financial LP | 56,208 | $639.0K | 0.00% | +56,208 | New |
| Outfitter Financial LLC | 55,990 | $636.6K | 0.51% | +3,775+7.2% | Added |
| First Trust Advisors LP | 55,977 | $636.5K | 0.00% | −38,015−40.4% | Reduced |
| Thrivent Financial for Lutherans | 55,347 | $629.0K | 0.00% | +1,716+3.2% | Added |
| Wells Fargo & Company | 54,364 | $618.1K | 0.00% | +8,709+19.1% | Added |