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, Q4 2025
Institutional positions in Atlas Energy Solutions Inc. as of Dec 31, 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
- 233
- −8 vs. Q3 2025
- Shares held
- 87.7M
- −433.8K (−0.5%) vs. Q3 2025
- Total value
- $826.3M
- −$175.7M (−17.5%) vs. Q3 2025
- New holders
- 42
- 84 more added
- Sold out
- 50
- 86 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,152,337 | $123.9M | 0.00% | +615,461+4.9% | Added |
| Vanguard Group Inc | 8,008,272 | $75.4M | 0.00% | +215,243+2.8% | Added |
| Cooperman Leon G | 5,053,474 | $47.6M | 1.58% | −312,889−5.8% | Reduced |
| Cooke & Bieler LP | 4,186,243 | $39.4M | 0.41% | +32,689+0.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,349,507 | $31.6M | 0.11% | +25,167+0.8% | Added |
| State Street Corp | 3,242,112 | $30.5M | 0.00% | +155,028+5.0% | Added |
| Janus Henderson Group PLC | 2,591,672 | $24.4M | 0.01% | −78,986−3.0% | Reduced |
| UBS Group AG | 2,170,655 | $20.4M | 0.00% | +1,264,530+139.6% | Added |
| Villere St Denis J & Co LLC | 2,025,944 | $19.1M | 1.91% | −193,984−8.7% | Reduced |
| Millennium Management LLC | 1,883,042 | $17.7M | 0.01% | +1,834,551+3,783.3% | Added |
| Pine Ridge Advisers LLC | 1,844,036 | $17.4M | 1.20% | +349,965+23.4% | Added |
| Geode Capital Management, LLC | 1,827,688 | $17.2M | 0.00% | +23,955+1.3% | Added |
| FMR LLC | 1,717,729 | $16.2M | 0.00% | −2,261,852−56.8% | Reduced |
| Frontier Capital Management Co LLC | 1,655,363 | $15.6M | 0.17% | +518,273+45.6% | Added |
| Dimensional Fund Advisors LP | 1,334,722 | $12.6M | 0.00% | −312,219−19.0% | Reduced |
| Evergreen Capital Management LLC | 1,328,937 | $12.5M | 0.28% | −53,183−3.8% | Reduced |
| Liontrust Investment Partners LLP | 1,310,646 | $12.3M | 0.18% | −1,861−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 1,254,992 | $11.8M | 0.25% | +354,130+39.3% | Added |
| Balyasny Asset Management LLC | 1,223,333 | $11.5M | 0.02% | +1,123,767+1,128.7% | Added |
| Nixon Capital, LLC | 1,197,828 | $11.3M | 2.98% | +1,197,828 | New |
| Goldman Sachs Group Inc | 1,195,606 | $11.3M | 0.00% | +499,783+71.8% | Added |
| Ameriprise Financial Inc | 1,149,655 | $10.8M | 0.00% | −11,389−1.0% | Reduced |
| Wellington Management Group LLP | 1,147,854 | $10.8M | 0.00% | +1,147,854 | New |
| Venturi Wealth Management, LLC | 1,086,254 | $10.2M | 0.45% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 990,958 | $9.33M | 1.29% | −1,458,193−59.5% | Reduced |
| Franklin Resources Inc | 885,136 | $8.34M | 0.00% | +291,022+49.0% | Added |
| Invesco Ltd. | 849,259 | $8.00M | 0.00% | +132,205+18.4% | Added |
| Morgan Stanley | 803,054 | $7.56M | 0.00% | −301,293−27.3% | Reduced |
| Jefferies Financial Group Inc. | 802,760 | $7.56M | 0.06% | +802,760 | New |
| Jane Street Group, LLC | 801,164 | $7.55M | 0.01% | +725,358+956.9% | Added |
| Silvercrest Asset Management Group LLC | 788,949 | $7.43M | 0.05% | +293,823+59.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 758,387 | $7.14M | 1.01% | +32,474+4.5% | Added |
| Northern Trust Corp | 743,652 | $7.01M | 0.00% | −256,971−25.7% | Reduced |
| Charles Schwab Investment Management Inc | 689,011 | $6.49M | 0.00% | −32,412−4.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 650,912 | $6.13M | 0.01% | −230,000−26.1% | Reduced |
| Consolidated Portfolio Review Corp | 627,945 | $5.92M | 0.51% | +627,945 | New |
| CDC Financial, Inc. | 592,091 | $5.58M | 5.15% | +592,091 | New |
| Bank of New York Mellon Corp | 440,975 | $4.15M | 0.00% | −463,213−51.2% | Reduced |
| American Century Companies Inc | 418,372 | $3.94M | 0.00% | −20,987−4.8% | Reduced |
| Thomist Capital Management, LP | 407,316 | $3.90M | 1.06% | +407,316 | New |
| Principal Financial Group Inc | 367,380 | $3.46M | 0.00% | −3,690−1.0% | Reduced |
| Lazard Asset Management LLC | 354,113 | $3.34M | 0.01% | +86,511+32.3% | Added |
| Quantinno Capital Management LP | 344,607 | $3.25M | 0.01% | +25,332+7.9% | Added |
| Advisors Asset Management, Inc. | 322,136 | $3.03M | 0.05% | +85,741+36.3% | Added |
| CenterBook Partners LP | 305,154 | $2.87M | 0.14% | +159,223+109.1% | Added |
| Bank of America Corp | 290,603 | $2.74M | 0.00% | +63,132+27.8% | Added |
| Simcoe Capital LLC | 273,755 | $2.58M | 2.43% | +273,755 | New |
| Stifel Financial Corp | 268,286 | $2.53M | 0.00% | +37,614+16.3% | Added |
| LMR Partners LLP | 266,109 | $2.51M | 0.02% | +266,109 | New |
| Public Sector Pension Investment Board | 265,822 | $2.50M | 0.01% | −33,395−11.2% | Reduced |
| Cullinan Associates Inc | 252,000 | $2.37M | 0.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 242,860 | $2.29M | 0.00% | +18,337+8.2% | Added |
| Manatuck Hill Partners, LLC | 230,000 | $2.17M | 0.76% | +230,000 | New |
| ExodusPoint Capital Management, LP | 229,150 | $2.16M | 0.02% | +229,150 | New |
| Rhumbline Advisers | 223,327 | $2.10M | 0.00% | +8,536+4.0% | Added |
| Renaissance Technologies LLC | 216,300 | $2.04M | 0.00% | +216,300 | New |
| Squarepoint Ops LLC | 214,045 | $2.02M | 0.00% | −439,159−67.2% | Reduced |
| First Trust Advisors LP | 207,388 | $1.95M | 0.00% | +151,411+270.5% | Added |
| Boston Partners | 206,167 | $1.94M | 0.00% | −25,677−11.1% | Reduced |
| Freestone Grove Partners LP | 180,554 | $1.70M | 0.01% | +180,554 | New |
| Argentarii, LLC | 166,044 | $1.56M | 0.53% | +150,421+962.8% | Added |
| Ashford Capital Management Inc | 162,630 | $1.53M | 0.17% | −502,505−75.5% | Reduced |
| Pathstone Holdings, LLC | 157,094 | $1.48M | 0.01% | −21,444−12.0% | Reduced |
| Legal & General Group Plc | 156,414 | $1.47M | 0.00% | −24,590−13.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 153,561 | $1.45M | 0.00% | +140,568+1,081.9% | Added |
| Americana Partners, LLC | 151,161 | $1.42M | 0.04% | +14,396+10.5% | Added |
| Nuveen, LLC | 148,909 | $1.40M | 0.00% | −1,143,031−88.5% | Reduced |
| Citadel Advisors LLC | 148,177 | $1.40M | 0.00% | −50,226−25.3% | Reduced |
| Marshall Wace, LLP | 133,161 | $1.25M | 0.00% | +133,161 | New |
| SG Americas Securities, LLC | 126,221 | $1.19M | 0.00% | +65,072+106.4% | Added |
| Ieq Capital, LLC | 126,169 | $1.19M | 0.00% | −60.0% | Reduced |
| Lighthouse Investment Partners, LLC | 125,000 | $1.18M | 0.04% | +125,000 | New |
| Walleye Capital LLC | 124,678 | $1.17M | 0.01% | +106,063+569.8% | Added |
| Barclays PLC | 121,013 | $1.14M | 0.00% | +11,683+10.7% | Added |
| SEI Investments Co | 117,695 | $1.11M | 0.00% | −169,258−59.0% | Reduced |
| New York State Teachers Retirement System | 107,861 | $1.02M | 0.00% | +58,900+120.3% | Added |
| Beck Capital Management, LLC | 106,169 | $1.00M | 0.24% | −220.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 96,440 | $965.4K | 0.00% | +704+0.7% | Added |
| Twinbeech Capital LP | 101,500 | $956.1K | 0.07% | +101,500 | New |
| Orvieto Partners, L.P. | 100,000 | $942.0K | 0.78% | +20,000+25.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 100,000 | $942.0K | 0.05% | +100,000 | New |
| Alliancebernstein L.P. | 97,672 | $920.1K | 0.00% | +25,092+34.6% | Added |
| Swiss National Bank | 97,600 | $919.4K | 0.00% | +3,200+3.4% | Added |
| Price T Rowe Associates Inc | 96,584 | $910.0K | 0.00% | +30,744+46.7% | Added |
| Austin Asset Management Co Inc | 90,000 | $847.8K | 0.14% | 00.0% | Unchanged |
| Wells Fargo & Company | 88,231 | $831.1K | 0.00% | +33,867+62.3% | Added |
| Gabelli Funds LLC | 85,000 | $800.7K | 0.01% | −88,926−51.1% | Reduced |
| Guggenheim Capital LLC | 83,442 | $786.0K | 0.01% | +41,834+100.5% | Added |
| Walleye Trading LLC | 81,490 | $767.6K | 0.01% | +79,390+3,780.5% | Added |
| Verition Fund Management LLC | 81,000 | $763.0K | 0.00% | +28,049+53.0% | Added |
| Susquehanna International Group, LLP | 80,857 | $761.7K | 0.00% | −258,617−76.2% | Reduced |
| Cumberland Partners Ltd | 80,100 | $754.5K | 0.05% | −64,800−44.7% | Reduced |
| Steadtrust LLC | 80,000 | $753.6K | 0.46% | +60,000+300.0% | Added |
| Laurion Capital Management LP | 78,081 | $735.5K | 0.05% | +78,081 | New |
| Orchard Capital Managment, LLC | 74,249 | $699.4K | 0.61% | +1,857+2.6% | Added |
| Royal Bank of Canada | 72,626 | $683.0K | 0.00% | −145,343−66.7% | Reduced |
| Prudential Financial Inc | 69,495 | $654.6K | 0.00% | −5,135−6.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 69,351 | $653.3K | 0.16% | +69,351 | New |
| Toroso Investments, LLC | 65,312 | $615.2K | 0.00% | +41,968+179.8% | Added |
| Integrated Wealth Concepts LLC | 64,019 | $603.1K | 0.01% | +52,842+472.8% | Added |