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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, 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.

Institutional holdersQ3 2025: 244 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 heldQ3 2025: $1.00B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q2 2025.

Institutions holding AESI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Resources Investment Advisors, LLC.19,255$218.9K0.00%+12+0.1%Added
Schonfeld Strategic Advisors LLC19,441$221.0K0.00%−1,261−6.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,538$222.1K0.00%+812+4.3%Added
Raymond James Financial Inc19,654$223.5K0.00%−127,314−86.6%Reduced
Snowden Capital Advisors LLC19,970$227.1K0.01%−449−2.2%Reduced
Steadtrust LLC20,000$227.4K0.15%+20,000New
Teachers Retirement System of the State of Kentucky20,355$231.0K0.00%−2,085−9.3%Reduced
DRW Securities, LLC20,614$234.4K0.01%−12,340−37.4%Reduced
Profund Advisors LLC21,138$240.3K0.01%+5,343+33.8%Added
Police & Firemen's Retirement System of New Jersey21,405$243.4K0.00%+5,315+33.0%Added
Amalgamated Bank21,536$245.0K0.00%+719+3.5%Added
Sumitomo Mitsui Trust Holdings, Inc.22,469$255.5K0.00%00.0%Unchanged
Citizens Financial Group Inc22,604$257.0K0.00%+22,604New
Bryn Mawr Trust Co22,680$257.9K0.01%+7,310+47.6%Added
New York State Common Retirement Fund22,850$259.8K0.00%00.0%Unchanged
Yousif Capital Management, LLC23,331$265.3K0.00%−3,453−12.9%Reduced
Toroso Investments, LLC23,344$265.4K0.00%+5,889+33.7%Added
Central Pacific Bank - Trust Division23,743$270.0K0.03%+4,286+22.0%Added
Gamco Investors, Inc. Et Al24,968$283.9K0.00%−328−1.3%Reduced
49 Wealth Management, LLC25,252$287.1K0.03%+12,158+92.9%Added
Mariner, LLC26,024$295.9K0.00%−25,582−49.6%Reduced
SCS Capital Management LLC26,164$297.5K0.00%00.0%Unchanged
Tactive Advisors, LLC27,973$318.0K0.09%+12,090+76.1%Added
Citigroup Inc28,017$318.6K0.00%−44,673−61.5%Reduced
Greenleaf Trust29,137$331.3K0.00%−319−1.1%Reduced
Gsa Capital Partners LLP33,397$380.0K0.03%+33,397New
Louisiana State Employees Retirement System35,300$401.4K0.01%+1,200+3.5%Added
Belpointe Asset Management LLC36,262$412.3K0.02%+1,232+3.5%Added
Mirae Asset Global ETFs Holdings Ltd.36,466$414.6K0.00%−6,352−14.8%Reduced
Shay Capital LLC37,000$420.7K0.08%+37,000New
LPL Financial LLC37,704$428.7K0.00%−8,750−18.8%Reduced
Intech Investment Management LLC38,118$433.4K0.00%+4,110+12.1%Added
State of Alaska, Department of Revenue38,602$438.0K0.00%−4,816−11.1%Reduced
Manufacturers Life Insurance Company, The39,204$445.7K0.00%−1,413−3.5%Reduced
Guggenheim Capital LLC41,608$473.1K0.00%+13,219+46.6%Added
UBS Asset Management Americas Inc41,729$474.5K0.00%−43,430−51.0%Reduced
Illinois Municipal Retirement Fund42,430$482.4K0.01%+9,387+28.4%Added
Davenport & Co LLC43,500$494.6K0.00%−11,300−20.6%Reduced
Indie Asset Partners, LLC43,580$495.5K0.66%+350+0.8%Added
California State Teachers Retirement System46,898$533.2K0.00%−17,176−26.8%Reduced
Millennium Management LLC48,491$551.3K0.00%+4,587+10.4%Added
New York State Teachers Retirement System48,961$557.0K0.00%+34,800+245.7%Added
Group One Trading, L.P.51,747$588.4K0.02%+10,872+26.6%Added
Verition Fund Management LLC52,951$602.1K0.00%−92,346−63.6%Reduced
Wells Fargo & Company54,364$618.1K0.00%+8,709+19.1%Added
Thrivent Financial for Lutherans55,347$629.0K0.00%+1,716+3.2%Added
First Trust Advisors LP55,977$636.5K0.00%−38,015−40.4%Reduced
Outfitter Financial LLC55,990$636.6K0.51%+3,775+7.2%Added
HRT Financial LP56,208$639.0K0.00%+56,208New
Deutsche Bank AG57,375$652.4K0.00%+5,600+10.8%Added
Caption Management, LLC58,000$659.5K0.04%00.0%Unchanged
SG Americas Securities, LLC61,149$695.0K0.00%+19,714+47.6%Added
Kestra Investment Management, LLC61,293$696.9K0.02%+30,023+96.0%Added
Price T Rowe Associates Inc65,840$749.0K0.00%+12,087+22.5%Added
Comerica Bank70,197$798.1K0.00%+1,504+2.2%Added
Occudo Quantitative Strategies LP70,401$800.5K0.10%+70,401New
JPMorgan Chase & Co70,762$804.6K0.00%−93,258−56.9%Reduced
Quantbot Technologies LP71,206$809.6K0.02%−74,085−51.0%Reduced
Orchard Capital Managment, LLC72,392$823.1K1.09%+2,294+3.3%Added
Alliancebernstein L.P.72,580$825.2K0.00%+1,500+2.1%Added
Prudential Financial Inc74,630$848.5K0.00%+350.0%Added
Jane Street Group, LLC75,806$861.9K0.00%−100,989−57.1%Reduced
Orvieto Partners, L.P.80,000$909.6K0.77%+20,000+33.3%Added
Austin Asset Management Co Inc90,000$1.02M0.19%00.0%Unchanged
Swiss National Bank94,400$1.07M0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC95,736$1.10M0.00%+13,695+16.7%Added
Ilex Capital Partners (UK) LLP97,125$1.10M0.04%+26,783+38.1%Added
Aquatic Capital Management LLC99,286$1.13M0.02%+99,286New
Balyasny Asset Management LLC99,566$1.13M0.00%−87,134−46.7%Reduced
Chatham Capital Group, Inc.102,809$1.17M0.17%−1,165−1.1%Reduced
Beck Capital Management, LLC106,191$1.21M0.28%−878−0.8%Reduced
Barclays PLC109,330$1.24M0.00%−37,654−25.6%Reduced
Corient IA LLC115,000$1.31M0.98%+115,000New
Ieq Capital, LLC126,175$1.43M0.00%−22,621−15.2%Reduced
Palogic Value Management, L.P.126,300$1.44M0.61%00.0%Unchanged
Americana Partners, LLC136,765$1.56M0.05%00.0%Unchanged
Cumberland Partners Ltd144,900$1.65M0.11%00.0%Unchanged
CenterBook Partners LP145,931$1.66M0.08%−775,958−84.2%Reduced
Dark Forest Capital Management LP148,430$1.69M0.06%+148,430New
Quest Partners LLC151,979$1.73M0.11%+127,502+520.9%Added
IMC-Chicago, LLC155,579$1.77M0.03%−23,761−13.2%Reduced
Gabelli Funds LLC173,926$1.98M0.01%00.0%Unchanged
Pathstone Holdings, LLC178,538$2.03M0.01%+25,480+16.6%Added
Legal & General Group Plc181,004$2.06M0.00%+676+0.4%Added
SummitTX Capital, L.P.188,151$2.14M0.09%+146,563+352.4%Added
Citadel Advisors LLC198,403$2.26M0.00%−642,979−76.4%Reduced
CI Private Wealth, LLC202,198$2.30M0.00%+108,543+115.9%Added
Rhumbline Advisers214,791$2.44M0.00%−1,191−0.6%Reduced
Royal Bank of Canada217,969$2.48M0.00%+40,144+22.6%Added
Russell Investments Group, Ltd.224,523$2.55M0.00%+116,522+107.9%Added
Bank of America Corp227,471$2.59M0.00%−168,398−42.5%Reduced
Stifel Financial Corp230,672$2.62M0.00%−11,707−4.8%Reduced
Boston Partners231,844$2.64M0.00%+184,971+394.6%Added
Advisors Asset Management, Inc.236,395$2.69M0.05%+148,709+169.6%Added
Cullinan Associates Inc252,000$2.87M0.19%00.0%Unchanged
Jump Financial, LLC264,166$3.00M0.04%+248,177+1,552.2%Added
Lazard Asset Management LLC267,602$3.04M0.00%−54,916−17.0%Reduced
Envestnet Asset Management Inc278,623$3.17M0.00%−92,400−24.9%Reduced
SEI Investments Co286,953$3.26M0.00%−31,495−9.9%Reduced
Public Sector Pension Investment Board299,217$3.40M0.01%+50,528+20.3%Added