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, Q1 2026
Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2026. 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
- 242
- +13 vs. Q4 2025
- Shares held
- 88.4M
- +8.80M (+11.1%) vs. Q4 2025
- Total value
- $1.16B
- +$409.8M (+54.6%) vs. Q4 2025
- New holders
- 46
- 86 more added
- Sold out
- 33
- 71 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,490,854 | $150.8M | 0.00% | −1,661,483−12.6% | Reduced |
| Encompass Capital Advisors LLC | 9,135,182 | $119.9M | 4.88% | +9,135,182 | New |
| Vanguard Portfolio Management LLC | 4,846,431 | $63.6M | 0.00% | +4,846,431 | New |
| Cooperman Leon G | 4,083,175 | $53.6M | 1.76% | −970,299−19.2% | Reduced |
| Vanguard Capital Management LLC | 3,530,536 | $46.3M | 0.00% | +3,530,536 | New |
| State Street Corp | 3,358,027 | $44.1M | 0.00% | +115,915+3.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,149,891 | $41.3M | 0.14% | −199,616−6.0% | Reduced |
| Janus Henderson Group PLC | 2,563,334 | $33.6M | 0.02% | −28,338−1.1% | Reduced |
| Cooke & Bieler LP | 2,515,894 | $33.0M | 0.37% | −1,670,349−39.9% | Reduced |
| Millennium Management LLC | 2,464,227 | $32.3M | 0.02% | +581,185+30.9% | Added |
| UBS Group AG | 2,359,972 | $31.0M | 0.01% | +189,317+8.7% | Added |
| Geode Capital Management, LLC | 1,864,142 | $24.5M | 0.00% | +36,454+2.0% | Added |
| Villere St Denis J & Co LLC | 1,856,087 | $24.4M | 2.69% | −169,857−8.4% | Reduced |
| Pine Ridge Advisers LLC | 1,844,036 | $24.2M | 1.72% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,805,363 | $23.7M | 0.00% | +609,757+51.0% | Added |
| Dimensional Fund Advisors LP | 1,502,480 | $19.7M | 0.00% | +167,758+12.6% | Added |
| Wellington Management Group LLP | 1,480,867 | $19.4M | 0.00% | +333,013+29.0% | Added |
| Franklin Resources Inc | 1,402,135 | $18.4M | 0.00% | +516,999+58.4% | Added |
| Ameriprise Financial Inc | 1,358,926 | $17.8M | 0.00% | +209,271+18.2% | Added |
| Nixon Capital, LLC | 1,195,190 | $15.7M | 5.36% | −2,638−0.2% | Reduced |
| Venturi Wealth Management, LLC | 1,086,254 | $14.3M | 0.64% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 953,958 | $12.5M | 1.65% | −37,000−3.7% | Reduced |
| CenterBook Partners LP | 924,938 | $12.1M | 0.65% | +619,784+203.1% | Added |
| Morgan Stanley | 903,662 | $11.9M | 0.00% | +100,608+12.5% | Added |
| Kennedy Capital Management, Inc. | 820,322 | $10.8M | 0.23% | −434,670−34.6% | Reduced |
| Northern Trust Corp | 772,838 | $10.1M | 0.00% | +29,186+3.9% | Added |
| Charles Schwab Investment Management Inc | 721,753 | $9.47M | 0.00% | +32,742+4.8% | Added |
| Silvercrest Asset Management Group LLC | 713,388 | $9.36M | 0.07% | −75,561−9.6% | Reduced |
| BNP Paribas Arbitrage, SA | 653,256 | $8.57M | 0.01% | +635,692+3,619.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 633,029 | $8.31M | 1.20% | −125,358−16.5% | Reduced |
| Consolidated Portfolio Review Corp | 627,945 | $8.24M | 0.75% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 625,487 | $8.21M | 0.18% | −703,450−52.9% | Reduced |
| Invesco Ltd. | 585,953 | $7.69M | 0.00% | −263,306−31.0% | Reduced |
| Bank of America Corp | 526,613 | $6.91M | 0.00% | +236,010+81.2% | Added |
| Lazard Asset Management LLC | 525,301 | $6.89M | 0.01% | +171,188+48.3% | Added |
| CDC Financial, Inc. | 518,091 | $6.80M | 5.63% | −74,000−12.5% | Reduced |
| Vanguard Fiduciary Trust Co | 512,720 | $6.73M | 0.00% | +512,720 | New |
| SIR Capital Management, L.P. | 442,690 | $5.81M | 0.54% | +442,690 | New |
| ExodusPoint Capital Management, LP | 434,112 | $5.70M | 0.06% | +204,962+89.4% | Added |
| Bank of New York Mellon Corp | 428,502 | $5.62M | 0.00% | −12,473−2.8% | Reduced |
| Quantinno Capital Management LP | 384,008 | $5.04M | 0.01% | +39,401+11.4% | Added |
| Principal Financial Group Inc | 375,286 | $4.92M | 0.00% | +7,906+2.2% | Added |
| Simcoe Capital LLC | 332,455 | $4.36M | 4.00% | +58,700+21.4% | Added |
| Advisors Asset Management, Inc. | 319,844 | $4.20M | 0.07% | −2,292−0.7% | Reduced |
| Squarepoint Ops LLC | 305,580 | $4.01M | 0.01% | +91,535+42.8% | Added |
| Manatuck Hill Partners, LLC | 302,000 | $3.96M | 1.30% | +72,000+31.3% | Added |
| Balyasny Asset Management LLC | 292,722 | $3.84M | 0.01% | −930,611−76.1% | Reduced |
| HRT Financial LP | 279,807 | $3.67M | 0.01% | +279,807 | New |
| Public Sector Pension Investment Board | 275,018 | $3.61M | 0.01% | +9,196+3.5% | Added |
| Russell Investments Group, Ltd. | 274,837 | $3.61M | 0.00% | +31,977+13.2% | Added |
| First Trust Advisors LP | 270,353 | $3.55M | 0.00% | +62,965+30.4% | Added |
| Cullinan Associates Inc | 252,000 | $3.31M | 0.27% | 00.0% | Unchanged |
| Rhumbline Advisers | 224,126 | $2.94M | 0.00% | +799+0.4% | Added |
| Walleye Capital LLC | 198,889 | $2.61M | 0.02% | +74,211+59.5% | Added |
| PEAK6 LLC | 194,243 | $2.55M | 0.07% | +131,463+209.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,728 | $2.48M | 0.00% | +35,167+22.9% | Added |
| American Century Companies Inc | 187,080 | $2.45M | 0.00% | −231,292−55.3% | Reduced |
| Argentarii, LLC | 181,293 | $2.38M | 0.83% | +15,249+9.2% | Added |
| Boston Partners | 179,765 | $2.36M | 0.00% | −26,402−12.8% | Reduced |
| SG Capital Management LLC | 175,000 | $2.30M | 0.19% | +175,000 | New |
| Verition Fund Management LLC | 171,614 | $2.25M | 0.02% | +90,614+111.9% | Added |
| Citadel Advisors LLC | 171,348 | $2.25M | 0.00% | +23,171+15.6% | Added |
| Ashford Capital Management Inc | 162,440 | $2.13M | 0.26% | −190−0.1% | Reduced |
| Lighthouse Investment Partners, LLC | 160,000 | $2.10M | 0.08% | +35,000+28.0% | Added |
| Americana Partners, LLC | 151,755 | $1.99M | 0.05% | +594+0.4% | Added |
| Legal & General Group Plc | 150,708 | $1.98M | 0.00% | −5,706−3.6% | Reduced |
| Nuveen, LLC | 142,416 | $1.87M | 0.00% | −6,493−4.4% | Reduced |
| Stifel Financial Corp | 138,556 | $1.82M | 0.00% | −129,730−48.4% | Reduced |
| UBS Asset Management Americas Inc | 135,980 | $1.78M | 0.00% | +94,119+224.8% | Added |
| Integrated Wealth Concepts LLC | 131,207 | $1.72M | 0.01% | +67,188+105.0% | Added |
| Orvieto Partners, L.P. | 130,000 | $1.71M | 1.46% | +30,000+30.0% | Added |
| Ieq Capital, LLC | 126,169 | $1.66M | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 111,193 | $1.46M | 0.09% | +111,193 | New |
| Price T Rowe Associates Inc | 109,916 | $1.44M | 0.00% | +13,332+13.8% | Added |
| SG Americas Securities, LLC | 106,562 | $1.40M | 0.00% | −19,659−15.6% | Reduced |
| New York State Teachers Retirement System | 105,126 | $1.38M | 0.00% | −2,735−2.5% | Reduced |
| CoreCommodity Management, LLC | 99,010 | $1.30M | 0.24% | +99,010 | New |
| Swiss National Bank | 97,600 | $1.28M | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 97,279 | $1.28M | 0.00% | +31,967+48.9% | Added |
| 49 Wealth Management, LLC | 95,844 | $1.26M | 0.09% | +39,439+69.9% | Added |
| Beck Capital Management, LLC | 90,000 | $1.18M | 0.27% | −16,169−15.2% | Reduced |
| Austin Asset Management Co Inc | 90,000 | $1.18M | 0.19% | 00.0% | Unchanged |
| Barclays PLC | 89,768 | $1.18M | 0.00% | −31,245−25.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 89,747 | $1.18M | 0.04% | +89,747 | New |
| SEI Investments Co | 89,175 | $1.17M | 0.00% | −28,520−24.2% | Reduced |
| Aventail Capital Group, LP | 84,281 | $1.11M | 0.05% | +84,281 | New |
| Guggenheim Capital LLC | 83,760 | $1.10M | 0.01% | +318+0.4% | Added |
| Steadtrust LLC | 80,000 | $1.05M | 0.60% | 00.0% | Unchanged |
| Prudential Financial Inc | 76,865 | $1.01M | 0.00% | +7,370+10.6% | Added |
| Occudo Quantitative Strategies LP | 57,916 | $1.01M | 0.05% | +57,916 | New |
| Orchard Capital Managment, LLC | 74,249 | $974.1K | 1.28% | 00.0% | Unchanged |
| Deutsche Bank AG | 73,497 | $964.3K | 0.00% | +12,066+19.6% | Added |
| Cumberland Partners Ltd | 72,700 | $953.8K | 0.07% | −7,400−9.2% | Reduced |
| Palogic Value Management, L.P. | 71,300 | $935.5K | 0.41% | +25,000+54.0% | Added |
| Empowered Funds, LLC | 71,068 | $932.4K | 0.01% | +71,068 | New |
| Royal Bank of Canada | 69,275 | $910.0K | 0.00% | −3,351−4.6% | Reduced |
| JPMorgan Chase & Co | 66,536 | $875.0K | 0.00% | +4,705+7.6% | Added |
| Tactive Advisors, LLC | 60,932 | $799.4K | 0.23% | +30,214+98.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,801 | $771.5K | 0.00% | +36,332+161.7% | Added |
| Bessemer Group Inc | 57,845 | $759.0K | 0.00% | +57,845 | New |