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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, 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.

Institutional holdersQ4 2025: 233 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 heldQ4 2025: $826.3M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2025.

Institutions holding AESI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd12$00.00%+2+20.0%Added
Capital Advisors, Ltd. LLC15$00.00%+15New
Dunhill Financial, LLC2$170.00%+2New
Harbour Investments, Inc.3$290.00%00.0%Unchanged
Essential Partners LLC4$380.00%+2+100.0%Added
Gilpin Wealth Management, LLC13$1230.00%+13New
Ankerstar Wealth, LLC14$1320.00%+14New
Smartleaf Asset Management LLC15$1440.00%−617−97.6%Reduced
True Wealth Design, LLC16$1510.00%+8+100.0%Added
CIBC Private Wealth Group, LLC19$1790.00%+19New
Rossby Financial, LCC24$2260.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$3300.00%00.0%Unchanged
IFP Advisors, Inc38$3580.00%+36+1,800.0%Added
Godfrey Financial Associates, Inc.50$4710.00%+50New
Jones Financial Companies LLLP51$4800.00%−850−94.3%Reduced
Rothschild Investment LLC60$5650.00%−5−7.7%Reduced
Cedar Mountain Advisors, LLC65$6120.00%−39−37.5%Reduced
SRS Capital Advisors, Inc.66$6220.00%−3,095−97.9%Reduced
Central Trust Co72$6790.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd77$7250.00%+74+2,466.7%Added
Quarry LP90$8480.00%−2,196−96.1%Reduced
WPG Advisers, LLC94$8850.00%−41−30.4%Reduced
Stone House Investment Management, LLC100$9420.00%+100New
Parallel Advisors, LLC104$9800.00%+104New
Ronald Blue Trust, Inc.105$9890.00%+105New
Medallion Wealth Advisors, LLC111$1.05K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC193$1.82K0.00%+84+77.1%Added
Optiver Holding B.V.215$2.02K0.00%−180−45.6%Reduced
Versant Capital Management, Inc239$2.25K0.00%−686−74.2%Reduced
DHJJ Financial Advisors, Ltd.247$2.33K0.00%+100+68.0%Added
NBC Securities, Inc.250$2.35K0.00%00.0%Unchanged
Allworth Financial LP289$2.72K0.00%+213+280.3%Added
City State Bank300$2.83K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC313$2.95K0.00%−707−69.3%Reduced
Fifth Third Bancorp325$3.06K0.00%−1,266−79.6%Reduced
Huntington National Bank350$3.30K0.00%−1,723−83.1%Reduced
Los Angeles Capital Management LLC280$3.38K0.00%+280New
Root Financial Partners, LLC360$3.39K0.00%00.0%Unchanged
Umb Bank N A423$3.98K0.00%+210+98.6%Added
Salomon & Ludwin, LLC486$4.75K0.00%+244+100.8%Added
Signaturefd, LLC540$5.09K0.00%+114+26.8%Added
Hurley Capital, LLC562$5.29K0.00%+562New
Massmutual Trust Co FSB572$5.39K0.00%+572New
Quadrant Capital Group LLC590$5.56K0.00%+590New
Larson Financial Group LLC719$6.77K0.00%+17+2.4%Added
Farther Finance Advisors, LLC746$7.03K0.00%+307+69.9%Added
Rockefeller Capital Management L.P.813$7.66K0.00%+36+4.6%Added
Harbor Capital Advisors, Inc.808$8.00K0.00%−14−1.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,053$10.0K0.00%+436+70.7%Added
EverSource Wealth Advisors, LLC1,331$12.5K0.00%+43+3.3%Added
US Bancorp1,450$13.7K0.00%+668+85.4%Added
Advisor Group Holdings, Inc.1,456$13.7K0.00%−9,912−87.2%Reduced
TSFG, LLC1,525$14.0K0.00%00.0%Unchanged
GAMMA Investing LLC1,581$14.9K0.00%+137+9.5%Added
Tower Research Capital LLC (TRC)1,603$15.1K0.00%−7,878−83.1%Reduced
Sterling Capital Management LLC1,646$15.5K0.00%−3−0.2%Reduced
SBI Securities Co., Ltd.1,769$16.7K0.00%+163+10.1%Added
Aster Capital Management (DIFC) Ltd1,931$18.2K0.01%+1,931New
Global Retirement Partners, LLC2,426$22.9K0.00%−15,513−86.5%Reduced
Islay Capital Management, LLC3,000$28.3K0.02%+3,000New
The PNC Financial Services Group, Inc.3,500$33.0K0.00%−13,491−79.4%Reduced
Group One Trading, L.P.4,175$39.3K0.00%−47,572−91.9%Reduced
Hantz Financial Services, Inc.4,205$40.0K0.00%−8,064−65.7%Reduced
Ameritas Investment Partners, Inc.6,487$61.1K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.9,219$86.8K0.01%+9,219New
Belpointe Asset Management LLC10,057$94.7K0.00%−26,205−72.3%Reduced
Axq Capital, LP10,712$100.9K0.02%+10,712New
KLP Kapitalforvaltning AS10,900$102.7K0.00%+1,000+10.1%Added
Maryland State Retirement & Pension System11,029$103.9K0.00%00.0%Unchanged
CWM, LLC11,175$105.0K0.00%+9,470+555.4%Added
FORA Capital, LLC11,824$111.4K0.01%+11,824New
Gamco Investors, Inc. Et Al11,938$112.5K0.00%−13,030−52.2%Reduced
Commonwealth Equity Services, LLC12,207$115.0K0.00%−302−2.4%Reduced
Jump Financial, LLC12,448$117.3K0.00%−251,718−95.3%Reduced
Victory Capital Management Inc12,672$119.4K0.00%−1,066,034−98.8%Reduced
Arizona State Retirement System13,609$128.2K0.00%−1,025−7.0%Reduced
Voya Investment Management LLC13,841$130.4K0.00%−345−2.4%Reduced
DekaBank Deutsche Girozentrale5,297$132.0K0.00%00.0%Unchanged
Lyell Wealth Management, LP14,766$139.1K0.01%00.0%Unchanged
Captrust Financial Advisors14,926$140.6K0.00%−448−2.9%Reduced
ProShare Advisors LLC15,083$142.1K0.00%+471+3.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,731$148.2K0.00%00.0%Unchanged
Clearline Capital LP17,365$163.6K0.01%+17,365New
BNP Paribas Arbitrage, SA17,564$165.5K0.00%−915−5.0%Reduced
Oregon Public Employees Retirement Fund17,600$165.8K0.00%+300+1.7%Added
Teachers Retirement System of the State of Kentucky18,735$176.0K0.00%−1,620−8.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,030$179.3K0.00%−508−2.6%Reduced
Resources Investment Advisors, LLC.19,170$180.6K0.00%−85−0.4%Reduced
Quest Partners LLC19,650$185.1K0.01%−132,329−87.1%Reduced
Cetera Investment Advisers19,737$185.9K0.00%−1,354,436−98.6%Reduced
Envestnet Portfolio Solutions, Inc.21,084$198.6K0.00%+21,084New
Sanctuary Advisors, LLC21,180$199.5K0.00%+10,105+91.2%Added
Police & Firemen's Retirement System of New Jersey21,405$201.6K0.00%00.0%Unchanged
State of Tennessee, Treasury Department17,390$202.9K0.00%+2,481+16.6%Added
First Citizens Bank & Trust Co21,881$206.1K0.00%+21,881New
Bryn Mawr Trust Co22,080$208.0K0.00%−600−2.6%Reduced
Amalgamated Bank22,078$208.0K0.00%+542+2.5%Added
Sumitomo Mitsui Trust Holdings, Inc.22,469$211.7K0.00%00.0%Unchanged
Citizens Financial Group Inc22,602$212.9K0.00%−20.0%Reduced
New York State Common Retirement Fund22,850$215.2K0.00%00.0%Unchanged