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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 56,082 | $735.8K | 0.00% | −101,012−64.3% | Reduced |
| Alliancebernstein L.P. | 72,580 | $683.7K | 0.00% | −25,092−25.7% | Reduced |
| Thrivent Financial for Lutherans | 51,308 | $673.0K | 0.00% | −1,512−2.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 50,000 | $656.0K | 0.04% | −50,000−50.0% | Reduced |
| Citigroup Inc | 48,554 | $637.0K | 0.00% | +25,463+110.3% | Added |
| California State Teachers Retirement System | 46,240 | $606.7K | 0.00% | −578−1.2% | Reduced |
| SummitTX Capital, L.P. | 44,955 | $589.8K | 0.02% | −13,716−23.4% | Reduced |
| MetLife Investment Management | 41,746 | $547.7K | 0.00% | −363−0.9% | Reduced |
| Holocene Advisors, LP | 38,990 | $511.5K | 0.00% | +38,990 | New |
| State of Alaska, Department of Revenue | 37,945 | $497.0K | 0.01% | −1,195−3.1% | Reduced |
| First Citizens Bank & Trust Co | 37,167 | $487.6K | 0.01% | +15,286+69.9% | Added |
| Indie Asset Partners, LLC | 36,634 | $480.6K | 0.55% | −6,196−14.5% | Reduced |
| Quantbot Technologies LP | 36,537 | $479.4K | 0.02% | −19,849−35.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,427 | $477.9K | 0.00% | +379+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 35,617 | $467.3K | 0.00% | +14,533+68.9% | Added |
| Manufacturers Life Insurance Company, The | 35,474 | $465.4K | 0.00% | −1,496−4.0% | Reduced |
| Linscomb & Williams, Inc. | 35,098 | $460.5K | 0.02% | +35,098 | New |
| Aquatic Capital Management LLC | 34,680 | $455.0K | 0.01% | +34,680 | New |
| Louisiana State Employees Retirement System | 34,100 | $447.4K | 0.01% | −1,100−3.1% | Reduced |
| Sanctuary Advisors, LLC | 33,691 | $442.0K | 0.00% | +12,511+59.1% | Added |
| Creative Planning | 33,520 | $439.8K | 0.00% | −1,266−3.6% | Reduced |
| Wells Fargo & Company | 32,924 | $432.0K | 0.00% | −55,307−62.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 32,050 | $420.5K | 0.26% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 31,475 | $413.0K | 0.00% | −49,382−61.1% | Reduced |
| Skopos Labs, Inc. | 31,186 | $409.2K | 0.01% | +31,186 | New |
| Vanguard Global Advisers, LLC | 31,054 | $407.4K | 0.00% | +31,054 | New |
| Pavaki Capital Management LLC | 30,000 | $393.6K | 0.28% | +30,000 | New |
| Vanguard Asset Management, Ltd | 29,972 | $393.2K | 0.00% | +29,972 | New |
| Greenleaf Trust | 29,671 | $389.3K | 0.00% | −163−0.5% | Reduced |
| SCS Capital Management LLC | 26,164 | $343.3K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 26,044 | $341.7K | 0.00% | +26,044 | New |
| Profund Advisors LLC | 26,020 | $341.4K | 0.01% | +2,433+10.3% | Added |
| Central Pacific Bank - Trust Division | 25,405 | $333.3K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 23,966 | $314.4K | 0.00% | +1,364+6.0% | Added |
| New York State Common Retirement Fund | 22,850 | $299.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,157 | $291.0K | 0.00% | +79+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,405 | $280.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,094 | $276.8K | 0.00% | +1,357+6.9% | Added |
| Intech Investment Management LLC | 20,829 | $273.3K | 0.00% | −12,121−36.8% | Reduced |
| Yousif Capital Management, LLC | 20,458 | $268.4K | 0.00% | +144+0.7% | Added |
| AQR Capital Management LLC | 20,101 | $263.7K | 0.00% | +20,101 | New |
| Resources Investment Advisors, LLC. | 19,868 | $260.7K | 0.00% | +698+3.6% | Added |
| Bridgefront Capital, LLC | 19,150 | $251.2K | 0.06% | +19,150 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,009 | $249.4K | 0.00% | −21−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,735 | $245.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17,987 | $236.0K | 0.00% | +17,662+5,434.5% | Added |
| Bayforest Capital Ltd | 17,776 | $233.2K | 0.26% | +17,776 | New |
| Oregon Public Employees Retirement Fund | 17,600 | $230.9K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 17,390 | $228.2K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 16,715 | $219.3K | 0.00% | +16,715 | New |
| Walleye Trading LLC | 16,342 | $214.4K | 0.00% | −65,148−79.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,731 | $206.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,398 | $202.0K | 0.00% | +472+3.2% | Added |
| Lyell Wealth Management, LP | 14,766 | $193.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,771 | $180.7K | 0.00% | +1,564+12.8% | Added |
| Arizona State Retirement System | 13,608 | $178.5K | 0.00% | −10.0% | Reduced |
| Voya Investment Management LLC | 13,490 | $177.0K | 0.00% | −351−2.5% | Reduced |
| FMR LLC | 12,672 | $166.3K | 0.00% | −1,705,057−99.3% | Reduced |
| Victory Capital Management Inc | 12,641 | $165.8K | 0.00% | −31−0.2% | Reduced |
| ProShare Advisors LLC | 12,073 | $158.4K | 0.00% | −3,010−20.0% | Reduced |
| Dark Forest Capital Management LP | 12,017 | $157.7K | 0.01% | +12,017 | New |
| Axq Capital, LP | 11,865 | $155.7K | 0.02% | +1,153+10.8% | Added |
| Vanguard Investments Australia, Ltd. | 11,672 | $153.1K | 0.00% | +11,672 | New |
| DRW Securities, LLC | 11,493 | $150.8K | 0.01% | +11,493 | New |
| CWM, LLC | 11,434 | $150.0K | 0.00% | +259+2.3% | Added |
| Maryland State Retirement & Pension System | 11,029 | $144.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,900 | $143.0K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,783 | $141.5K | 0.01% | +10,783 | New |
| Winton Group Ltd | 10,400 | $136.4K | 0.00% | +10,400 | New |
| Tower Research Capital LLC (TRC) | 10,048 | $131.8K | 0.00% | +8,445+526.8% | Added |
| Abel Hall, LLC | 10,008 | $131.3K | 0.03% | +10,008 | New |
| Corient IA LLC | 10,000 | $131.2K | 0.12% | +10,000 | New |
| Keating Financial Advisory Services, Inc. | 9,304 | $122.1K | 0.02% | +85+0.9% | Added |
| Liontrust Investment Partners LLP | 7,688 | $100.9K | 0.00% | −1,302,958−99.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,487 | $85.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,585 | $73.3K | 0.00% | +5,585 | New |
| Hantz Financial Services, Inc. | 4,606 | $60.0K | 0.00% | +401+9.5% | Added |
| GAMMA Investing LLC | 4,186 | $54.9K | 0.00% | +2,605+164.8% | Added |
| The PNC Financial Services Group, Inc. | 3,773 | $49.5K | 0.00% | +273+7.8% | Added |
| State of Wyoming | 3,634 | $47.7K | 0.01% | +3,634 | New |
| Caitong International Asset Management Co., Ltd | 3,534 | $46.4K | 0.01% | +3,457+4,489.6% | Added |
| Versant Capital Management, Inc | 2,615 | $34.3K | 0.00% | +2,376+994.1% | Added |
| Arlington Trust Co LLC | 2,458 | $32.2K | 0.00% | +2,458 | New |
| Larson Financial Group LLC | 2,101 | $27.6K | 0.00% | +1,382+192.2% | Added |
| SBI Securities Co., Ltd. | 1,550 | $20.3K | 0.00% | −219−12.4% | Reduced |
| TSFG, LLC | 1,525 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,365 | $17.9K | 0.00% | +34+2.6% | Added |
| Jones Financial Companies LLLP | 1,304 | $17.2K | 0.00% | +1,253+2,456.9% | Added |
| US Bancorp | 1,312 | $17.2K | 0.00% | −138−9.5% | Reduced |
| Sterling Capital Management LLC | 1,088 | $14.3K | 0.00% | −558−33.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,080 | $14.0K | 0.00% | +272+33.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,045 | $13.7K | 0.00% | −8−0.8% | Reduced |
| Signaturefd, LLC | 1,033 | $13.6K | 0.00% | +493+91.3% | Added |
| Islay Capital Management, LLC | 1,000 | $13.1K | 0.01% | −2,000−66.7% | Reduced |
| Advisor Group Holdings, Inc. | 970 | $12.7K | 0.00% | −486−33.4% | Reduced |
| Itau Unibanco Holding S.A. | 908 | $11.9K | 0.00% | +908 | New |
| Nisa Investment Advisors, LLC | 699 | $9.17K | 0.00% | +386+123.3% | Added |
| Quadrant Capital Group LLC | 590 | $7.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 618 | $7.54K | 0.00% | −128−17.2% | Reduced |
| Salomon & Ludwin, LLC | 617 | $7.50K | 0.00% | +131+27.0% | Added |