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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 19,868 | $260.7K | 0.00% | +698+3.6% | Added |
| AQR Capital Management LLC | 20,101 | $263.7K | 0.00% | +20,101 | New |
| Yousif Capital Management, LLC | 20,458 | $268.4K | 0.00% | +144+0.7% | Added |
| Intech Investment Management LLC | 20,829 | $273.3K | 0.00% | −12,121−36.8% | Reduced |
| Cetera Investment Advisers | 21,094 | $276.8K | 0.00% | +1,357+6.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,405 | $280.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,157 | $291.0K | 0.00% | +79+0.4% | Added |
| New York State Common Retirement Fund | 22,850 | $299.8K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 23,966 | $314.4K | 0.00% | +1,364+6.0% | Added |
| Central Pacific Bank - Trust Division | 25,405 | $333.3K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 26,020 | $341.4K | 0.01% | +2,433+10.3% | Added |
| Man Group plc | 26,044 | $341.7K | 0.00% | +26,044 | New |
| SCS Capital Management LLC | 26,164 | $343.3K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 29,671 | $389.3K | 0.00% | −163−0.5% | Reduced |
| Vanguard Asset Management, Ltd | 29,972 | $393.2K | 0.00% | +29,972 | New |
| Pavaki Capital Management LLC | 30,000 | $393.6K | 0.28% | +30,000 | New |
| Vanguard Global Advisers, LLC | 31,054 | $407.4K | 0.00% | +31,054 | New |
| Skopos Labs, Inc. | 31,186 | $409.2K | 0.01% | +31,186 | New |
| Susquehanna International Group, LLP | 31,475 | $413.0K | 0.00% | −49,382−61.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 32,050 | $420.5K | 0.26% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,924 | $432.0K | 0.00% | −55,307−62.7% | Reduced |
| Creative Planning | 33,520 | $439.8K | 0.00% | −1,266−3.6% | Reduced |
| Sanctuary Advisors, LLC | 33,691 | $442.0K | 0.00% | +12,511+59.1% | Added |
| Louisiana State Employees Retirement System | 34,100 | $447.4K | 0.01% | −1,100−3.1% | Reduced |
| Aquatic Capital Management LLC | 34,680 | $455.0K | 0.01% | +34,680 | New |
| Linscomb & Williams, Inc. | 35,098 | $460.5K | 0.02% | +35,098 | New |
| Manufacturers Life Insurance Company, The | 35,474 | $465.4K | 0.00% | −1,496−4.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,617 | $467.3K | 0.00% | +14,533+68.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,427 | $477.9K | 0.00% | +379+1.1% | Added |
| Quantbot Technologies LP | 36,537 | $479.4K | 0.02% | −19,849−35.2% | Reduced |
| Indie Asset Partners, LLC | 36,634 | $480.6K | 0.55% | −6,196−14.5% | Reduced |
| First Citizens Bank & Trust Co | 37,167 | $487.6K | 0.01% | +15,286+69.9% | Added |
| State of Alaska, Department of Revenue | 37,945 | $497.0K | 0.01% | −1,195−3.1% | Reduced |
| Holocene Advisors, LP | 38,990 | $511.5K | 0.00% | +38,990 | New |
| MetLife Investment Management | 41,746 | $547.7K | 0.00% | −363−0.9% | Reduced |
| SummitTX Capital, L.P. | 44,955 | $589.8K | 0.02% | −13,716−23.4% | Reduced |
| California State Teachers Retirement System | 46,240 | $606.7K | 0.00% | −578−1.2% | Reduced |
| Citigroup Inc | 48,554 | $637.0K | 0.00% | +25,463+110.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 50,000 | $656.0K | 0.04% | −50,000−50.0% | Reduced |
| Thrivent Financial for Lutherans | 51,308 | $673.0K | 0.00% | −1,512−2.9% | Reduced |
| Alliancebernstein L.P. | 72,580 | $683.7K | 0.00% | −25,092−25.7% | Reduced |
| Pathstone Holdings, LLC | 56,082 | $735.8K | 0.00% | −101,012−64.3% | Reduced |
| Bessemer Group Inc | 57,845 | $759.0K | 0.00% | +57,845 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,801 | $771.5K | 0.00% | +36,332+161.7% | Added |
| Tactive Advisors, LLC | 60,932 | $799.4K | 0.23% | +30,214+98.4% | Added |
| JPMorgan Chase & Co | 66,536 | $875.0K | 0.00% | +4,705+7.6% | Added |
| Royal Bank of Canada | 69,275 | $910.0K | 0.00% | −3,351−4.6% | Reduced |
| Empowered Funds, LLC | 71,068 | $932.4K | 0.01% | +71,068 | New |
| Palogic Value Management, L.P. | 71,300 | $935.5K | 0.41% | +25,000+54.0% | Added |
| Cumberland Partners Ltd | 72,700 | $953.8K | 0.07% | −7,400−9.2% | Reduced |
| Deutsche Bank AG | 73,497 | $964.3K | 0.00% | +12,066+19.6% | Added |
| Orchard Capital Managment, LLC | 74,249 | $974.1K | 1.28% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 57,916 | $1.01M | 0.05% | +57,916 | New |
| Prudential Financial Inc | 76,865 | $1.01M | 0.00% | +7,370+10.6% | Added |
| Steadtrust LLC | 80,000 | $1.05M | 0.60% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 83,760 | $1.10M | 0.01% | +318+0.4% | Added |
| Aventail Capital Group, LP | 84,281 | $1.11M | 0.05% | +84,281 | New |
| SEI Investments Co | 89,175 | $1.17M | 0.00% | −28,520−24.2% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 89,747 | $1.18M | 0.04% | +89,747 | New |
| Barclays PLC | 89,768 | $1.18M | 0.00% | −31,245−25.8% | Reduced |
| Austin Asset Management Co Inc | 90,000 | $1.18M | 0.19% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 90,000 | $1.18M | 0.27% | −16,169−15.2% | Reduced |
| 49 Wealth Management, LLC | 95,844 | $1.26M | 0.09% | +39,439+69.9% | Added |
| Toroso Investments, LLC | 97,279 | $1.28M | 0.00% | +31,967+48.9% | Added |
| Swiss National Bank | 97,600 | $1.28M | 0.00% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 99,010 | $1.30M | 0.24% | +99,010 | New |
| New York State Teachers Retirement System | 105,126 | $1.38M | 0.00% | −2,735−2.5% | Reduced |
| SG Americas Securities, LLC | 106,562 | $1.40M | 0.00% | −19,659−15.6% | Reduced |
| Price T Rowe Associates Inc | 109,916 | $1.44M | 0.00% | +13,332+13.8% | Added |
| Readystate Asset Management LP | 111,193 | $1.46M | 0.09% | +111,193 | New |
| Ieq Capital, LLC | 126,169 | $1.66M | 0.01% | 00.0% | Unchanged |
| Orvieto Partners, L.P. | 130,000 | $1.71M | 1.46% | +30,000+30.0% | Added |
| Integrated Wealth Concepts LLC | 131,207 | $1.72M | 0.01% | +67,188+105.0% | Added |
| UBS Asset Management Americas Inc | 135,980 | $1.78M | 0.00% | +94,119+224.8% | Added |
| Stifel Financial Corp | 138,556 | $1.82M | 0.00% | −129,730−48.4% | Reduced |
| Nuveen, LLC | 142,416 | $1.87M | 0.00% | −6,493−4.4% | Reduced |
| Legal & General Group Plc | 150,708 | $1.98M | 0.00% | −5,706−3.6% | Reduced |
| Americana Partners, LLC | 151,755 | $1.99M | 0.05% | +594+0.4% | Added |
| Lighthouse Investment Partners, LLC | 160,000 | $2.10M | 0.08% | +35,000+28.0% | Added |
| Ashford Capital Management Inc | 162,440 | $2.13M | 0.26% | −190−0.1% | Reduced |
| Citadel Advisors LLC | 171,348 | $2.25M | 0.00% | +23,171+15.6% | Added |
| Verition Fund Management LLC | 171,614 | $2.25M | 0.02% | +90,614+111.9% | Added |
| SG Capital Management LLC | 175,000 | $2.30M | 0.19% | +175,000 | New |
| Boston Partners | 179,765 | $2.36M | 0.00% | −26,402−12.8% | Reduced |
| Argentarii, LLC | 181,293 | $2.38M | 0.83% | +15,249+9.2% | Added |
| American Century Companies Inc | 187,080 | $2.45M | 0.00% | −231,292−55.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,728 | $2.48M | 0.00% | +35,167+22.9% | Added |
| PEAK6 LLC | 194,243 | $2.55M | 0.07% | +131,463+209.4% | Added |
| Walleye Capital LLC | 198,889 | $2.61M | 0.02% | +74,211+59.5% | Added |
| Rhumbline Advisers | 224,126 | $2.94M | 0.00% | +799+0.4% | Added |
| Cullinan Associates Inc | 252,000 | $3.31M | 0.27% | 00.0% | Unchanged |
| First Trust Advisors LP | 270,353 | $3.55M | 0.00% | +62,965+30.4% | Added |
| Russell Investments Group, Ltd. | 274,837 | $3.61M | 0.00% | +31,977+13.2% | Added |
| Public Sector Pension Investment Board | 275,018 | $3.61M | 0.01% | +9,196+3.5% | Added |
| HRT Financial LP | 279,807 | $3.67M | 0.01% | +279,807 | New |
| Balyasny Asset Management LLC | 292,722 | $3.84M | 0.01% | −930,611−76.1% | Reduced |
| Manatuck Hill Partners, LLC | 302,000 | $3.96M | 1.30% | +72,000+31.3% | Added |
| Squarepoint Ops LLC | 305,580 | $4.01M | 0.01% | +91,535+42.8% | Added |
| Advisors Asset Management, Inc. | 319,844 | $4.20M | 0.07% | −2,292−0.7% | Reduced |
| Simcoe Capital LLC | 332,455 | $4.36M | 4.00% | +58,700+21.4% | Added |