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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 62,780 | $591.4K | 0.02% | +62,780 | New |
| JPMorgan Chase & Co | 61,831 | $582.4K | 0.00% | −8,931−12.6% | Reduced |
| Deutsche Bank AG | 61,431 | $578.7K | 0.00% | +4,056+7.1% | Added |
| SummitTX Capital, L.P. | 58,671 | $552.7K | 0.02% | −129,480−68.8% | Reduced |
| Gsa Capital Partners LLP | 58,235 | $549.0K | 0.05% | +24,838+74.4% | Added |
| 49 Wealth Management, LLC | 56,405 | $531.3K | 0.04% | +31,153+123.4% | Added |
| Quantbot Technologies LP | 56,386 | $531.2K | 0.02% | −14,820−20.8% | Reduced |
| Thrivent Financial for Lutherans | 52,820 | $498.0K | 0.00% | −2,527−4.6% | Reduced |
| California State Teachers Retirement System | 46,818 | $441.0K | 0.00% | −80−0.2% | Reduced |
| Outfitter Financial LLC | 46,465 | $437.7K | 0.34% | −9,525−17.0% | Reduced |
| Palogic Value Management, L.P. | 46,300 | $436.1K | 0.19% | −80,000−63.3% | Reduced |
| Kestra Investment Management, LLC | 44,998 | $423.9K | 0.01% | −16,295−26.6% | Reduced |
| Indie Asset Partners, LLC | 42,830 | $403.5K | 0.45% | −750−1.7% | Reduced |
| Comerica Bank | 42,783 | $403.0K | 0.00% | −27,414−39.1% | Reduced |
| MetLife Investment Management | 42,109 | $396.7K | 0.00% | −508,292−92.3% | Reduced |
| UBS Asset Management Americas Inc | 41,861 | $394.3K | 0.00% | +132+0.3% | Added |
| State of Alaska, Department of Revenue | 39,140 | $368.0K | 0.00% | +538+1.4% | Added |
| Manufacturers Life Insurance Company, The | 36,970 | $348.3K | 0.00% | −2,234−5.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,048 | $339.6K | 0.00% | −418−1.1% | Reduced |
| Louisiana State Employees Retirement System | 35,200 | $331.6K | 0.01% | −100−0.3% | Reduced |
| Creative Planning | 34,786 | $327.7K | 0.00% | +20,903+150.6% | Added |
| Illinois Municipal Retirement Fund | 34,754 | $327.4K | 0.00% | −7,676−18.1% | Reduced |
| Intech Investment Management LLC | 32,950 | $310.4K | 0.00% | −5,168−13.6% | Reduced |
| Papamarkou Wellner Asset Management inc. | 32,050 | $301.9K | 0.18% | +32,050 | New |
| Tactive Advisors, LLC | 30,718 | $289.4K | 0.08% | +2,745+9.8% | Added |
| Greenleaf Trust | 29,834 | $281.0K | 0.00% | +697+2.4% | Added |
| Simplex Trading, LLC | 29,474 | $277.6K | 0.01% | +24,645+510.4% | Added |
| SCS Capital Management LLC | 26,164 | $246.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,627 | $241.0K | 0.01% | +25,627 | New |
| Central Pacific Bank - Trust Division | 25,405 | $239.3K | 0.03% | +1,662+7.0% | Added |
| Yousif Capital Management, LLC | 20,314 | $227.1K | 0.00% | −3,017−12.9% | Reduced |
| Profund Advisors LLC | 23,587 | $222.2K | 0.01% | +2,449+11.6% | Added |
| Citigroup Inc | 23,091 | $217.5K | 0.00% | −4,926−17.6% | Reduced |
| New York State Common Retirement Fund | 22,850 | $215.2K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 22,602 | $212.9K | 0.00% | −20.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 22,469 | $211.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,078 | $208.0K | 0.00% | +542+2.5% | Added |
| Bryn Mawr Trust Co | 22,080 | $208.0K | 0.00% | −600−2.6% | Reduced |
| First Citizens Bank & Trust Co | 21,881 | $206.1K | 0.00% | +21,881 | New |
| State of Tennessee, Treasury Department | 17,390 | $202.9K | 0.00% | +2,481+16.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,405 | $201.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 21,180 | $199.5K | 0.00% | +10,105+91.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,084 | $198.6K | 0.00% | +21,084 | New |
| Cetera Investment Advisers | 19,737 | $185.9K | 0.00% | −1,354,436−98.6% | Reduced |
| Quest Partners LLC | 19,650 | $185.1K | 0.01% | −132,329−87.1% | Reduced |
| Resources Investment Advisors, LLC. | 19,170 | $180.6K | 0.00% | −85−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,030 | $179.3K | 0.00% | −508−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,735 | $176.0K | 0.00% | −1,620−8.0% | Reduced |
| Oregon Public Employees Retirement Fund | 17,600 | $165.8K | 0.00% | +300+1.7% | Added |
| BNP Paribas Arbitrage, SA | 17,564 | $165.5K | 0.00% | −915−5.0% | Reduced |
| Clearline Capital LP | 17,365 | $163.6K | 0.01% | +17,365 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,731 | $148.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,083 | $142.1K | 0.00% | +471+3.2% | Added |
| Captrust Financial Advisors | 14,926 | $140.6K | 0.00% | −448−2.9% | Reduced |
| Lyell Wealth Management, LP | 14,766 | $139.1K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,297 | $132.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,841 | $130.4K | 0.00% | −345−2.4% | Reduced |
| Arizona State Retirement System | 13,609 | $128.2K | 0.00% | −1,025−7.0% | Reduced |
| Victory Capital Management Inc | 12,672 | $119.4K | 0.00% | −1,066,034−98.8% | Reduced |
| Jump Financial, LLC | 12,448 | $117.3K | 0.00% | −251,718−95.3% | Reduced |
| Commonwealth Equity Services, LLC | 12,207 | $115.0K | 0.00% | −302−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 11,938 | $112.5K | 0.00% | −13,030−52.2% | Reduced |
| FORA Capital, LLC | 11,824 | $111.4K | 0.01% | +11,824 | New |
| CWM, LLC | 11,175 | $105.0K | 0.00% | +9,470+555.4% | Added |
| Maryland State Retirement & Pension System | 11,029 | $103.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,900 | $102.7K | 0.00% | +1,000+10.1% | Added |
| Axq Capital, LP | 10,712 | $100.9K | 0.02% | +10,712 | New |
| Belpointe Asset Management LLC | 10,057 | $94.7K | 0.00% | −26,205−72.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 9,219 | $86.8K | 0.01% | +9,219 | New |
| Ameritas Investment Partners, Inc. | 6,487 | $61.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,205 | $40.0K | 0.00% | −8,064−65.7% | Reduced |
| Group One Trading, L.P. | 4,175 | $39.3K | 0.00% | −47,572−91.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,500 | $33.0K | 0.00% | −13,491−79.4% | Reduced |
| Islay Capital Management, LLC | 3,000 | $28.3K | 0.02% | +3,000 | New |
| Global Retirement Partners, LLC | 2,426 | $22.9K | 0.00% | −15,513−86.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,931 | $18.2K | 0.01% | +1,931 | New |
| SBI Securities Co., Ltd. | 1,769 | $16.7K | 0.00% | +163+10.1% | Added |
| Sterling Capital Management LLC | 1,646 | $15.5K | 0.00% | −3−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,603 | $15.1K | 0.00% | −7,878−83.1% | Reduced |
| GAMMA Investing LLC | 1,581 | $14.9K | 0.00% | +137+9.5% | Added |
| TSFG, LLC | 1,525 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,456 | $13.7K | 0.00% | −9,912−87.2% | Reduced |
| US Bancorp | 1,450 | $13.7K | 0.00% | +668+85.4% | Added |
| EverSource Wealth Advisors, LLC | 1,331 | $12.5K | 0.00% | +43+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,053 | $10.0K | 0.00% | +436+70.7% | Added |
| Harbor Capital Advisors, Inc. | 808 | $8.00K | 0.00% | −14−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 813 | $7.66K | 0.00% | +36+4.6% | Added |
| Farther Finance Advisors, LLC | 746 | $7.03K | 0.00% | +307+69.9% | Added |
| Larson Financial Group LLC | 719 | $6.77K | 0.00% | +17+2.4% | Added |
| Quadrant Capital Group LLC | 590 | $5.56K | 0.00% | +590 | New |
| Massmutual Trust Co FSB | 572 | $5.39K | 0.00% | +572 | New |
| Hurley Capital, LLC | 562 | $5.29K | 0.00% | +562 | New |
| Signaturefd, LLC | 540 | $5.09K | 0.00% | +114+26.8% | Added |
| Salomon & Ludwin, LLC | 486 | $4.75K | 0.00% | +244+100.8% | Added |
| Umb Bank N A | 423 | $3.98K | 0.00% | +210+98.6% | Added |
| Root Financial Partners, LLC | 360 | $3.39K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 280 | $3.38K | 0.00% | +280 | New |
| Huntington National Bank | 350 | $3.30K | 0.00% | −1,723−83.1% | Reduced |
| Fifth Third Bancorp | 325 | $3.06K | 0.00% | −1,266−79.6% | Reduced |
| Nisa Investment Advisors, LLC | 313 | $2.95K | 0.00% | −707−69.3% | Reduced |