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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, 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.

Institutional holdersQ1 2026: 242 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 heldQ1 2026: $1.16B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2025.

Institutions holding AESI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC9$00.00%−6−40.0%Reduced
Dunhill Financial, LLC1$230.00%−1−50.0%Reduced
IFP Advisors, Inc10$1310.00%−28−73.7%Reduced
Gilpin Wealth Management, LLC13$1710.00%00.0%Unchanged
Ankerstar Wealth, LLC14$1840.00%00.0%Unchanged
MAI Capital Management14$1840.00%+14New
Smartleaf Asset Management LLC15$1970.00%00.0%Unchanged
Essential Partners LLC21$2760.00%+17+425.0%Added
Rossby Financial, LCC24$2930.00%00.0%Unchanged
WPG Advisers, LLC35$4590.00%−59−62.8%Reduced
Cedar Mountain Advisors, LLC35$4590.00%−30−46.2%Reduced
Farmers & Merchants Investments Inc35$4590.00%00.0%Unchanged
Advisory Services Network, LLC35$4590.00%+35New
SRS Capital Advisors, Inc.43$5650.00%−23−34.8%Reduced
Parkside Financial Bank & Trust45$5910.00%+45New
Investors Portfolio Services LLC33$6250.00%+33New
Bare Financial Services, Inc49$6430.00%+49New
Godfrey Financial Associates, Inc.50$6560.00%00.0%Unchanged
Central Trust Co72$9450.00%00.0%Unchanged
Covestor Ltd40$1.00K0.00%+28+233.3%Added
Aster Capital Management (DIFC) Ltd58$1.03K0.00%−1,873−97.0%Reduced
Ameritas Advisory Services, LLC98$1.29K0.00%+98New
Quarry LP106$1.39K0.00%+16+17.8%Added
Rothschild Investment LLC110$1.44K0.00%+50+83.3%Added
Medallion Wealth Advisors, LLC111$1.46K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.157$2.06K0.00%+157New
Prestige Wealth Management Group LLC193$2.53K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.203$2.66K0.00%+98+93.3%Added
DHJJ Financial Advisors, Ltd.247$3.24K0.00%00.0%Unchanged
NBC Securities, Inc.250$3.28K0.00%00.0%Unchanged
Harbour Investments, Inc.253$3.32K0.00%+250+8,333.3%Added
Los Angeles Capital Management LLC280$3.67K0.00%00.0%Unchanged
Allworth Financial LP290$3.80K0.00%+1+0.3%Added
Parallel Advisors, LLC293$3.84K0.00%+189+181.7%Added
City State Bank300$3.94K0.00%00.0%Unchanged
High Note Wealth, LLC300$3.94K0.00%+300New
Huntington National Bank302$3.96K0.00%−48−13.7%Reduced
Root Financial Partners, LLC360$4.72K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio399$5.24K0.00%+399New
Rockefeller Capital Management L.P.455$5.97K0.00%−358−44.0%Reduced
Umb Bank N A491$6.44K0.00%+68+16.1%Added
Hurley Capital, LLC562$7.37K0.00%00.0%Unchanged
Salomon & Ludwin, LLC617$7.50K0.00%+131+27.0%Added
Farther Finance Advisors, LLC618$7.54K0.00%−128−17.2%Reduced
Quadrant Capital Group LLC590$7.74K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC699$9.17K0.00%+386+123.3%Added
Itau Unibanco Holding S.A.908$11.9K0.00%+908New
Advisor Group Holdings, Inc.970$12.7K0.00%−486−33.4%Reduced
Islay Capital Management, LLC1,000$13.1K0.01%−2,000−66.7%Reduced
Signaturefd, LLC1,033$13.6K0.00%+493+91.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,045$13.7K0.00%−8−0.8%Reduced
Harbor Capital Advisors, Inc.1,080$14.0K0.00%+272+33.7%Added
Sterling Capital Management LLC1,088$14.3K0.00%−558−33.9%Reduced
US Bancorp1,312$17.2K0.00%−138−9.5%Reduced
Jones Financial Companies LLLP1,304$17.2K0.00%+1,253+2,456.9%Added
EverSource Wealth Advisors, LLC1,365$17.9K0.00%+34+2.6%Added
TSFG, LLC1,525$20.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,550$20.3K0.00%−219−12.4%Reduced
Larson Financial Group LLC2,101$27.6K0.00%+1,382+192.2%Added
Arlington Trust Co LLC2,458$32.2K0.00%+2,458New
Versant Capital Management, Inc2,615$34.3K0.00%+2,376+994.1%Added
Caitong International Asset Management Co., Ltd3,534$46.4K0.01%+3,457+4,489.6%Added
State of Wyoming3,634$47.7K0.01%+3,634New
The PNC Financial Services Group, Inc.3,773$49.5K0.00%+273+7.8%Added
GAMMA Investing LLC4,186$54.9K0.00%+2,605+164.8%Added
Hantz Financial Services, Inc.4,606$60.0K0.00%+401+9.5%Added
Steward Partners Investment Advisory, LLC5,585$73.3K0.00%+5,585New
Ameritas Investment Partners, Inc.6,487$85.1K0.00%00.0%Unchanged
Liontrust Investment Partners LLP7,688$100.9K0.00%−1,302,958−99.4%Reduced
Keating Financial Advisory Services, Inc.9,304$122.1K0.02%+85+0.9%Added
Corient IA LLC10,000$131.2K0.12%+10,000New
Abel Hall, LLC10,008$131.3K0.03%+10,008New
Tower Research Capital LLC (TRC)10,048$131.8K0.00%+8,445+526.8%Added
Winton Group Ltd10,400$136.4K0.00%+10,400New
Inscription Capital, LLC10,783$141.5K0.01%+10,783New
KLP Kapitalforvaltning AS10,900$143.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System11,029$144.7K0.00%00.0%Unchanged
CWM, LLC11,434$150.0K0.00%+259+2.3%Added
DRW Securities, LLC11,493$150.8K0.01%+11,493New
Vanguard Investments Australia, Ltd.11,672$153.1K0.00%+11,672New
Axq Capital, LP11,865$155.7K0.02%+1,153+10.8%Added
Dark Forest Capital Management LP12,017$157.7K0.01%+12,017New
ProShare Advisors LLC12,073$158.4K0.00%−3,010−20.0%Reduced
Victory Capital Management Inc12,641$165.8K0.00%−31−0.2%Reduced
FMR LLC12,672$166.3K0.00%−1,705,057−99.3%Reduced
Voya Investment Management LLC13,490$177.0K0.00%−351−2.5%Reduced
Arizona State Retirement System13,608$178.5K0.00%−10.0%Reduced
Commonwealth Equity Services, LLC13,771$180.7K0.00%+1,564+12.8%Added
Lyell Wealth Management, LP14,766$193.7K0.01%00.0%Unchanged
Captrust Financial Advisors15,398$202.0K0.00%+472+3.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,731$206.4K0.00%00.0%Unchanged
Walleye Trading LLC16,342$214.4K0.00%−65,148−79.9%Reduced
Brevan Howard Capital Management LP16,715$219.3K0.00%+16,715New
State of Tennessee, Treasury Department17,390$228.2K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund17,600$230.9K0.00%00.0%Unchanged
Bayforest Capital Ltd17,776$233.2K0.26%+17,776New
Fifth Third Bancorp17,987$236.0K0.00%+17,662+5,434.5%Added
Teachers Retirement System of the State of Kentucky18,735$245.0K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,009$249.4K0.00%−21−0.1%Reduced
Bridgefront Capital, LLC19,150$251.2K0.06%+19,150New