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 |
|---|---|---|---|---|---|
| Citigroup Inc | 23,091 | $217.5K | 0.00% | −4,926−17.6% | Reduced |
| Profund Advisors LLC | 23,587 | $222.2K | 0.01% | +2,449+11.6% | Added |
| Yousif Capital Management, LLC | 20,314 | $227.1K | 0.00% | −3,017−12.9% | Reduced |
| Central Pacific Bank - Trust Division | 25,405 | $239.3K | 0.03% | +1,662+7.0% | Added |
| Virtu Financial LLC | 25,627 | $241.0K | 0.01% | +25,627 | New |
| SCS Capital Management LLC | 26,164 | $246.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 29,474 | $277.6K | 0.01% | +24,645+510.4% | Added |
| Greenleaf Trust | 29,834 | $281.0K | 0.00% | +697+2.4% | Added |
| Tactive Advisors, LLC | 30,718 | $289.4K | 0.08% | +2,745+9.8% | Added |
| Papamarkou Wellner Asset Management inc. | 32,050 | $301.9K | 0.18% | +32,050 | New |
| Intech Investment Management LLC | 32,950 | $310.4K | 0.00% | −5,168−13.6% | Reduced |
| Illinois Municipal Retirement Fund | 34,754 | $327.4K | 0.00% | −7,676−18.1% | Reduced |
| Creative Planning | 34,786 | $327.7K | 0.00% | +20,903+150.6% | Added |
| Louisiana State Employees Retirement System | 35,200 | $331.6K | 0.01% | −100−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,048 | $339.6K | 0.00% | −418−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 36,970 | $348.3K | 0.00% | −2,234−5.7% | Reduced |
| State of Alaska, Department of Revenue | 39,140 | $368.0K | 0.00% | +538+1.4% | Added |
| UBS Asset Management Americas Inc | 41,861 | $394.3K | 0.00% | +132+0.3% | Added |
| MetLife Investment Management | 42,109 | $396.7K | 0.00% | −508,292−92.3% | Reduced |
| Comerica Bank | 42,783 | $403.0K | 0.00% | −27,414−39.1% | Reduced |
| Indie Asset Partners, LLC | 42,830 | $403.5K | 0.45% | −750−1.7% | Reduced |
| Kestra Investment Management, LLC | 44,998 | $423.9K | 0.01% | −16,295−26.6% | Reduced |
| Palogic Value Management, L.P. | 46,300 | $436.1K | 0.19% | −80,000−63.3% | Reduced |
| Outfitter Financial LLC | 46,465 | $437.7K | 0.34% | −9,525−17.0% | Reduced |
| California State Teachers Retirement System | 46,818 | $441.0K | 0.00% | −80−0.2% | Reduced |
| Thrivent Financial for Lutherans | 52,820 | $498.0K | 0.00% | −2,527−4.6% | Reduced |
| Quantbot Technologies LP | 56,386 | $531.2K | 0.02% | −14,820−20.8% | Reduced |
| 49 Wealth Management, LLC | 56,405 | $531.3K | 0.04% | +31,153+123.4% | Added |
| Gsa Capital Partners LLP | 58,235 | $549.0K | 0.05% | +24,838+74.4% | Added |
| SummitTX Capital, L.P. | 58,671 | $552.7K | 0.02% | −129,480−68.8% | Reduced |
| Deutsche Bank AG | 61,431 | $578.7K | 0.00% | +4,056+7.1% | Added |
| JPMorgan Chase & Co | 61,831 | $582.4K | 0.00% | −8,931−12.6% | Reduced |
| PEAK6 LLC | 62,780 | $591.4K | 0.02% | +62,780 | New |
| Integrated Wealth Concepts LLC | 64,019 | $603.1K | 0.01% | +52,842+472.8% | Added |
| Toroso Investments, LLC | 65,312 | $615.2K | 0.00% | +41,968+179.8% | Added |
| Alpine Woods Capital Investors, LLC | 69,351 | $653.3K | 0.16% | +69,351 | New |
| Prudential Financial Inc | 69,495 | $654.6K | 0.00% | −5,135−6.9% | Reduced |
| Royal Bank of Canada | 72,626 | $683.0K | 0.00% | −145,343−66.7% | Reduced |
| Orchard Capital Managment, LLC | 74,249 | $699.4K | 0.61% | +1,857+2.6% | Added |
| Laurion Capital Management LP | 78,081 | $735.5K | 0.05% | +78,081 | New |
| Steadtrust LLC | 80,000 | $753.6K | 0.46% | +60,000+300.0% | Added |
| Cumberland Partners Ltd | 80,100 | $754.5K | 0.05% | −64,800−44.7% | Reduced |
| Susquehanna International Group, LLP | 80,857 | $761.7K | 0.00% | −258,617−76.2% | Reduced |
| Verition Fund Management LLC | 81,000 | $763.0K | 0.00% | +28,049+53.0% | Added |
| Walleye Trading LLC | 81,490 | $767.6K | 0.01% | +79,390+3,780.5% | Added |
| Guggenheim Capital LLC | 83,442 | $786.0K | 0.01% | +41,834+100.5% | Added |
| Gabelli Funds LLC | 85,000 | $800.7K | 0.01% | −88,926−51.1% | Reduced |
| Wells Fargo & Company | 88,231 | $831.1K | 0.00% | +33,867+62.3% | Added |
| Austin Asset Management Co Inc | 90,000 | $847.8K | 0.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 96,584 | $910.0K | 0.00% | +30,744+46.7% | Added |
| Swiss National Bank | 97,600 | $919.4K | 0.00% | +3,200+3.4% | Added |
| Alliancebernstein L.P. | 97,672 | $920.1K | 0.00% | +25,092+34.6% | Added |
| 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 |
| Twinbeech Capital LP | 101,500 | $956.1K | 0.07% | +101,500 | New |
| Wealth Enhancement Advisory Services, LLC | 96,440 | $965.4K | 0.00% | +704+0.7% | Added |
| Beck Capital Management, LLC | 106,169 | $1.00M | 0.24% | −220.0% | Reduced |
| New York State Teachers Retirement System | 107,861 | $1.02M | 0.00% | +58,900+120.3% | Added |
| SEI Investments Co | 117,695 | $1.11M | 0.00% | −169,258−59.0% | Reduced |
| Barclays PLC | 121,013 | $1.14M | 0.00% | +11,683+10.7% | Added |
| Walleye Capital LLC | 124,678 | $1.17M | 0.01% | +106,063+569.8% | Added |
| Lighthouse Investment Partners, LLC | 125,000 | $1.18M | 0.04% | +125,000 | New |
| Ieq Capital, LLC | 126,169 | $1.19M | 0.00% | −60.0% | Reduced |
| SG Americas Securities, LLC | 126,221 | $1.19M | 0.00% | +65,072+106.4% | Added |
| Marshall Wace, LLP | 133,161 | $1.25M | 0.00% | +133,161 | New |
| Citadel Advisors LLC | 148,177 | $1.40M | 0.00% | −50,226−25.3% | Reduced |
| Nuveen, LLC | 148,909 | $1.40M | 0.00% | −1,143,031−88.5% | Reduced |
| Americana Partners, LLC | 151,161 | $1.42M | 0.04% | +14,396+10.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 153,561 | $1.45M | 0.00% | +140,568+1,081.9% | Added |
| Legal & General Group Plc | 156,414 | $1.47M | 0.00% | −24,590−13.6% | Reduced |
| Pathstone Holdings, LLC | 157,094 | $1.48M | 0.01% | −21,444−12.0% | Reduced |
| Ashford Capital Management Inc | 162,630 | $1.53M | 0.17% | −502,505−75.5% | Reduced |
| Argentarii, LLC | 166,044 | $1.56M | 0.53% | +150,421+962.8% | Added |
| Freestone Grove Partners LP | 180,554 | $1.70M | 0.01% | +180,554 | New |
| Boston Partners | 206,167 | $1.94M | 0.00% | −25,677−11.1% | Reduced |
| First Trust Advisors LP | 207,388 | $1.95M | 0.00% | +151,411+270.5% | Added |
| Squarepoint Ops LLC | 214,045 | $2.02M | 0.00% | −439,159−67.2% | Reduced |
| Renaissance Technologies LLC | 216,300 | $2.04M | 0.00% | +216,300 | New |
| Rhumbline Advisers | 223,327 | $2.10M | 0.00% | +8,536+4.0% | Added |
| ExodusPoint Capital Management, LP | 229,150 | $2.16M | 0.02% | +229,150 | New |
| Manatuck Hill Partners, LLC | 230,000 | $2.17M | 0.76% | +230,000 | New |
| Russell Investments Group, Ltd. | 242,860 | $2.29M | 0.00% | +18,337+8.2% | Added |
| Cullinan Associates Inc | 252,000 | $2.37M | 0.16% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 265,822 | $2.50M | 0.01% | −33,395−11.2% | Reduced |
| LMR Partners LLP | 266,109 | $2.51M | 0.02% | +266,109 | New |
| Stifel Financial Corp | 268,286 | $2.53M | 0.00% | +37,614+16.3% | Added |
| Simcoe Capital LLC | 273,755 | $2.58M | 2.43% | +273,755 | New |
| Bank of America Corp | 290,603 | $2.74M | 0.00% | +63,132+27.8% | Added |
| CenterBook Partners LP | 305,154 | $2.87M | 0.14% | +159,223+109.1% | Added |
| Advisors Asset Management, Inc. | 322,136 | $3.03M | 0.05% | +85,741+36.3% | Added |
| Quantinno Capital Management LP | 344,607 | $3.25M | 0.01% | +25,332+7.9% | Added |
| Lazard Asset Management LLC | 354,113 | $3.34M | 0.01% | +86,511+32.3% | Added |
| Principal Financial Group Inc | 367,380 | $3.46M | 0.00% | −3,690−1.0% | Reduced |
| Thomist Capital Management, LP | 407,316 | $3.90M | 1.06% | +407,316 | New |
| American Century Companies Inc | 418,372 | $3.94M | 0.00% | −20,987−4.8% | Reduced |
| Bank of New York Mellon Corp | 440,975 | $4.15M | 0.00% | −463,213−51.2% | Reduced |
| CDC Financial, Inc. | 592,091 | $5.58M | 5.15% | +592,091 | New |
| Consolidated Portfolio Review Corp | 627,945 | $5.92M | 0.51% | +627,945 | New |
| Adage Capital Partners GP, L.L.C. | 650,912 | $6.13M | 0.01% | −230,000−26.1% | Reduced |
| Charles Schwab Investment Management Inc | 689,011 | $6.49M | 0.00% | −32,412−4.5% | Reduced |