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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 743,652 | $7.01M | 0.00% | −256,971−25.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 758,387 | $7.14M | 1.01% | +32,474+4.5% | Added |
| Silvercrest Asset Management Group LLC | 788,949 | $7.43M | 0.05% | +293,823+59.3% | Added |
| Jane Street Group, LLC | 801,164 | $7.55M | 0.01% | +725,358+956.9% | Added |
| Jefferies Financial Group Inc. | 802,760 | $7.56M | 0.06% | +802,760 | New |
| Morgan Stanley | 803,054 | $7.56M | 0.00% | −301,293−27.3% | Reduced |
| Invesco Ltd. | 849,259 | $8.00M | 0.00% | +132,205+18.4% | Added |
| Franklin Resources Inc | 885,136 | $8.34M | 0.00% | +291,022+49.0% | Added |
| Meridian Wealth Advisors, LLC | 990,958 | $9.33M | 1.29% | −1,458,193−59.5% | Reduced |
| Venturi Wealth Management, LLC | 1,086,254 | $10.2M | 0.45% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,147,854 | $10.8M | 0.00% | +1,147,854 | New |
| Ameriprise Financial Inc | 1,149,655 | $10.8M | 0.00% | −11,389−1.0% | Reduced |
| Goldman Sachs Group Inc | 1,195,606 | $11.3M | 0.00% | +499,783+71.8% | Added |
| Nixon Capital, LLC | 1,197,828 | $11.3M | 2.98% | +1,197,828 | New |
| Balyasny Asset Management LLC | 1,223,333 | $11.5M | 0.02% | +1,123,767+1,128.7% | Added |
| Kennedy Capital Management, Inc. | 1,254,992 | $11.8M | 0.25% | +354,130+39.3% | Added |
| Liontrust Investment Partners LLP | 1,310,646 | $12.3M | 0.18% | −1,861−0.1% | Reduced |
| Evergreen Capital Management LLC | 1,328,937 | $12.5M | 0.28% | −53,183−3.8% | Reduced |
| Dimensional Fund Advisors LP | 1,334,722 | $12.6M | 0.00% | −312,219−19.0% | Reduced |
| Frontier Capital Management Co LLC | 1,655,363 | $15.6M | 0.17% | +518,273+45.6% | Added |
| FMR LLC | 1,717,729 | $16.2M | 0.00% | −2,261,852−56.8% | Reduced |
| Geode Capital Management, LLC | 1,827,688 | $17.2M | 0.00% | +23,955+1.3% | Added |
| Pine Ridge Advisers LLC | 1,844,036 | $17.4M | 1.20% | +349,965+23.4% | Added |
| Millennium Management LLC | 1,883,042 | $17.7M | 0.01% | +1,834,551+3,783.3% | Added |
| Villere St Denis J & Co LLC | 2,025,944 | $19.1M | 1.91% | −193,984−8.7% | Reduced |
| UBS Group AG | 2,170,655 | $20.4M | 0.00% | +1,264,530+139.6% | Added |
| Janus Henderson Group PLC | 2,591,672 | $24.4M | 0.01% | −78,986−3.0% | Reduced |
| State Street Corp | 3,242,112 | $30.5M | 0.00% | +155,028+5.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,349,507 | $31.6M | 0.11% | +25,167+0.8% | Added |
| Cooke & Bieler LP | 4,186,243 | $39.4M | 0.41% | +32,689+0.8% | Added |
| Cooperman Leon G | 5,053,474 | $47.6M | 1.58% | −312,889−5.8% | Reduced |
| Vanguard Group Inc | 8,008,272 | $75.4M | 0.00% | +215,243+2.8% | Added |
| BlackRock, Inc. | 13,152,337 | $123.9M | 0.00% | +615,461+4.9% | Added |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −1,690,616−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −660,843−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −475,816−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −310,841−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −278,623−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −202,198−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −155,579−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −148,430−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −102,809−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −99,286−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −97,125−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −70,401−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −56,208−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −37,704−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −26,024−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −20,614−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −19,970−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −19,654−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,441−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −18,313−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,083−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −16,456−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −15,403−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,035−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −11,916−100.0% | Sold out |
| GatePass Capital, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −10,258−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |