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 |
|---|---|---|---|---|---|
| SIR Capital Management, L.P. | 310,841 | $3.53M | 0.32% | −203,659−39.6% | Reduced |
| Quantinno Capital Management LP | 319,275 | $3.63M | 0.01% | −4,319−1.3% | Reduced |
| Susquehanna International Group, LLP | 339,474 | $3.86M | 0.01% | −268,533−44.2% | Reduced |
| Principal Financial Group Inc | 371,070 | $4.22M | 0.00% | −89,012−19.3% | Reduced |
| American Century Companies Inc | 439,359 | $5.00M | 0.00% | −41,213−8.6% | Reduced |
| Clearbridge Investments, LLC | 475,816 | $5.41M | 0.00% | −1,798,880−79.1% | Reduced |
| Silvercrest Asset Management Group LLC | 495,126 | $5.63M | 0.04% | −12,288−2.4% | Reduced |
| MetLife Investment Management | 550,401 | $6.26M | 0.03% | −841−0.2% | Reduced |
| Franklin Resources Inc | 594,114 | $6.76M | 0.00% | +594,114 | New |
| Squarepoint Ops LLC | 653,204 | $7.43M | 0.02% | +372,148+132.4% | Added |
| Kettle Hill Capital Management, LLC | 660,843 | $7.51M | 1.69% | +251,474+61.4% | Added |
| Ashford Capital Management Inc | 665,135 | $7.56M | 0.84% | −448,400−40.3% | Reduced |
| Goldman Sachs Group Inc | 695,823 | $7.91M | 0.00% | +46,782+7.2% | Added |
| Invesco Ltd. | 717,054 | $8.15M | 0.00% | +60,188+9.2% | Added |
| Charles Schwab Investment Management Inc | 721,423 | $8.20M | 0.00% | +51,144+7.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 725,913 | $8.25M | 1.31% | +306,363+73.0% | Added |
| Adage Capital Partners GP, L.L.C. | 880,912 | $10.0M | 0.02% | +370,000+72.4% | Added |
| Kennedy Capital Management, Inc. | 900,862 | $10.2M | 0.23% | −42,639−4.5% | Reduced |
| Bank of New York Mellon Corp | 904,188 | $10.3M | 0.00% | +9,158+1.0% | Added |
| UBS Group AG | 906,125 | $10.3M | 0.00% | −287,867−24.1% | Reduced |
| Northern Trust Corp | 1,000,623 | $11.4M | 0.00% | −49,208−4.7% | Reduced |
| Victory Capital Management Inc | 1,078,706 | $12.3M | 0.01% | −139,381−11.4% | Reduced |
| Venturi Wealth Management, LLC | 1,086,254 | $12.4M | 0.57% | 00.0% | Unchanged |
| Morgan Stanley | 1,104,347 | $12.6M | 0.00% | +134,086+13.8% | Added |
| Frontier Capital Management Co LLC | 1,137,090 | $12.9M | 0.12% | +44,401+4.1% | Added |
| Ameriprise Financial Inc | 1,161,044 | $13.2M | 0.00% | +331,696+40.0% | Added |
| Nuveen, LLC | 1,291,940 | $14.7M | 0.00% | −222,448−14.7% | Reduced |
| Liontrust Investment Partners LLP | 1,312,507 | $14.9M | 0.22% | +237,107+22.0% | Added |
| Cetera Investment Advisers | 1,374,173 | $15.6M | 0.02% | +470,826+52.1% | Added |
| Evergreen Capital Management LLC | 1,382,120 | $15.7M | 0.37% | +64,630+4.9% | Added |
| Pine Ridge Advisers LLC | 1,494,071 | $17.0M | 1.16% | +281,091+23.2% | Added |
| Dimensional Fund Advisors LP | 1,646,941 | $18.7M | 0.00% | −190,731−10.4% | Reduced |
| Copeland Capital Management, LLC | 1,690,616 | $19.2M | 0.40% | −1,192,310−41.4% | Reduced |
| Geode Capital Management, LLC | 1,803,733 | $20.5M | 0.00% | +37,936+2.1% | Added |
| Villere St Denis J & Co LLC | 2,219,928 | $25.2M | 2.43% | +211,203+10.5% | Added |
| Meridian Wealth Advisors, LLC | 2,449,151 | $27.8M | 3.95% | −28,285−1.1% | Reduced |
| Janus Henderson Group PLC | 2,670,658 | $30.4M | 0.01% | +26,439+1.0% | Added |
| State Street Corp | 3,087,084 | $35.1M | 0.00% | +152,912+5.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,324,340 | $37.8M | 0.12% | +447,557+15.6% | Added |
| FMR LLC | 3,979,581 | $45.2M | 0.00% | +191,369+5.1% | Added |
| Cooke & Bieler LP | 4,153,554 | $47.2M | 0.49% | +934,114+29.0% | Added |
| Cooperman Leon G | 5,366,363 | $61.0M | 1.90% | +204,268+4.0% | Added |
| Vanguard Group Inc | 7,793,029 | $88.6M | 0.00% | +248,754+3.3% | Added |
| BlackRock, Inc. | 12,536,876 | $142.5M | 0.00% | +759,718+6.5% | Added |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −480,435−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −476,653−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −435,800−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −373,148−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −252,236−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −80,151−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −79,677−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −76,246−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −69,497−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −69,343−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −61,285−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −52,551−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −48,677−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −47,165−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −42,706−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −36,942−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −28,948−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −21,589−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −21,499−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −19,044−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,348−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −12,150−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −10,043−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −9,453−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Schnieders Capital Management LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |