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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
City State Bank300$2.83K0.00%00.0%Unchanged
Allworth Financial LP289$2.72K0.00%+213+280.3%Added
NBC Securities, Inc.250$2.35K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.247$2.33K0.00%+100+68.0%Added
Versant Capital Management, Inc239$2.25K0.00%−686−74.2%Reduced
Optiver Holding B.V.215$2.02K0.00%−180−45.6%Reduced
Prestige Wealth Management Group LLC193$1.82K0.00%+84+77.1%Added
Medallion Wealth Advisors, LLC111$1.05K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.105$9890.00%+105New
Parallel Advisors, LLC104$9800.00%+104New
Stone House Investment Management, LLC100$9420.00%+100New
WPG Advisers, LLC94$8850.00%−41−30.4%Reduced
Quarry LP90$8480.00%−2,196−96.1%Reduced
Caitong International Asset Management Co., Ltd77$7250.00%+74+2,466.7%Added
Central Trust Co72$6790.00%00.0%Unchanged
SRS Capital Advisors, Inc.66$6220.00%−3,095−97.9%Reduced
Cedar Mountain Advisors, LLC65$6120.00%−39−37.5%Reduced
Rothschild Investment LLC60$5650.00%−5−7.7%Reduced
Jones Financial Companies LLLP51$4800.00%−850−94.3%Reduced
Godfrey Financial Associates, Inc.50$4710.00%+50New
IFP Advisors, Inc38$3580.00%+36+1,800.0%Added
Farmers & Merchants Investments Inc35$3300.00%00.0%Unchanged
Rossby Financial, LCC24$2260.00%00.0%Unchanged
CIBC Private Wealth Group, LLC19$1790.00%+19New
True Wealth Design, LLC16$1510.00%+8+100.0%Added
Smartleaf Asset Management LLC15$1440.00%−617−97.6%Reduced
Ankerstar Wealth, LLC14$1320.00%+14New
Gilpin Wealth Management, LLC13$1230.00%+13New
Essential Partners LLC4$380.00%+2+100.0%Added
Harbour Investments, Inc.3$290.00%00.0%Unchanged
Dunhill Financial, LLC2$170.00%+2New
Covestor Ltd12$00.00%+2+20.0%Added
Capital Advisors, Ltd. LLC15$00.00%+15New
Copeland Capital Management, LLC0$00.00%−1,690,616−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−660,843−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−475,816−100.0%Sold out
SIR Capital Management, L.P.0$00.00%−310,841−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−278,623−100.0%Sold out
CI Private Wealth, LLC0$00.00%−202,198−100.0%Sold out
IMC-Chicago, LLC0$00.00%−155,579−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−148,430−100.0%Sold out
Corient IA LLC0$00.00%−115,000−100.0%Sold out
Chatham Capital Group, Inc.0$00.00%−102,809−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−99,286−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−97,125−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−70,401−100.0%Sold out
Caption Management, LLC0$00.00%−58,000−100.0%Sold out
HRT Financial LP0$00.00%−56,208−100.0%Sold out
Davenport & Co LLC0$00.00%−43,500−100.0%Sold out
LPL Financial LLC0$00.00%−37,704−100.0%Sold out
Shay Capital LLC0$00.00%−37,000−100.0%Sold out
Mariner, LLC0$00.00%−26,024−100.0%Sold out
DRW Securities, LLC0$00.00%−20,614−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−19,970−100.0%Sold out
Raymond James Financial Inc0$00.00%−19,654−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−19,441−100.0%Sold out
Avondale Wealth Management0$00.00%−19,000−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−18,313−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−18,083−100.0%Sold out
Bessemer Group Inc0$00.00%−16,456−100.0%Sold out
AQR Capital Management LLC0$00.00%−15,403−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−13,035−100.0%Sold out
Nwam LLC0$00.00%−11,916−100.0%Sold out
GatePass Capital, LLC0$00.00%−11,200−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−11,094−100.0%Sold out
M&T Bank Corp0$00.00%−10,838−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−10,258−100.0%Sold out
Clear Street Markets LLC0$00.00%−2,829−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−2,850−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−1,174−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−1,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−867−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−850−100.0%Sold out
Principal Securities, Inc.0$00.00%−462−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−400−100.0%Sold out
Private Trust Co NA0$00.00%−378−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−222−100.0%Sold out
First Horizon Corp0$00.00%−209−100.0%Sold out
GWM Advisors LLC0$00.00%−200−100.0%Sold out
High Note Wealth, LLC0$00.00%−179−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−99−100.0%Sold out
Atlantic Trust, LLC0$00.00%−68−100.0%Sold out
Quest 10 Wealth Builders, Inc.0$00.00%−15−100.0%Sold out
Wolverine Trading, LLC––––Not filed
Promus Capital, LLC––––Not filed
Binnacle Investments Inc––––Not filed