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, Q2 2026
Institutional positions in Atlas Energy Solutions Inc. as of Jun 30, 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
- 285
- +46 vs. Q1 2026
- Shares held
- 105.7M
- +19.8M (+23.1%) vs. Q1 2026
- Total value
- $1.75B
- +$627.7M (+55.7%) vs. Q1 2026
- New holders
- 76
- 92 more added
- Sold out
- 30
- 74 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Americana Partners, LLC | 148,123 | $2.46M | 0.06% | −3,632−2.4% | Reduced |
| Jane Street Group, LLC | 148,855 | $2.47M | 0.00% | +148,855 | New |
| AQR Capital Management LLC | 148,910 | $2.47M | 0.00% | +128,809+640.8% | Added |
| Legal & General Group Plc | 151,426 | $2.52M | 0.00% | +718+0.5% | Added |
| Toroso Investments, LLC | 152,010 | $2.52M | 0.01% | +54,731+56.3% | Added |
| Marshall Wace, LLP | 154,921 | $2.57M | 0.00% | +154,921 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 168,986 | $2.81M | 0.00% | −19,742−10.5% | Reduced |
| Orvieto Partners, L.P. | 170,000 | $2.82M | 2.13% | +40,000+30.8% | Added |
| Picton Mahoney Asset Management | 182,657 | $3.03M | 0.03% | +182,657 | New |
| PDT Partners, LLC | 183,871 | $3.05M | 0.16% | +183,871 | New |
| American Century Companies Inc | 190,605 | $3.17M | 0.00% | +3,525+1.9% | Added |
| Rhumbline Advisers | 201,344 | $3.34M | 0.00% | −22,782−10.2% | Reduced |
| Assenagon Asset Management S.A. | 210,815 | $3.50M | 0.00% | +210,815 | New |
| Quantbot Technologies LP | 215,833 | $3.58M | 0.14% | +179,296+490.7% | Added |
| Nuveen, LLC | 225,855 | $3.75M | 0.00% | +83,439+58.6% | Added |
| Tejara Capital Ltd | 231,200 | $3.84M | 1.58% | +231,200 | New |
| SIR Capital Management, L.P. | 231,347 | $3.84M | 0.44% | −211,343−47.7% | Reduced |
| Barclays PLC | 236,412 | $3.93M | 0.00% | +146,644+163.4% | Added |
| Russell Investments Group, Ltd. | 248,826 | $4.13M | 0.00% | −26,011−9.5% | Reduced |
| Manatuck Hill Partners, LLC | 250,000 | $4.15M | 1.38% | −52,000−17.2% | Reduced |
| Cullinan Associates Inc | 252,000 | $4.19M | 0.32% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 254,793 | $4.23M | 0.02% | +254,793 | New |
| Public Sector Pension Investment Board | 266,060 | $4.42M | 0.01% | −8,958−3.3% | Reduced |
| Trexquant Investment LP | 274,788 | $4.56M | 0.03% | +274,788 | New |
| Point72 Asset Management, L.P. | 280,439 | $4.66M | 0.01% | +280,439 | New |
| Simcoe Capital LLC | 281,131 | $4.67M | 2.85% | −51,324−15.4% | Reduced |
| Balyasny Asset Management LLC | 284,847 | $4.73M | 0.01% | −7,875−2.7% | Reduced |
| Advisors Asset Management, Inc. | 316,304 | $5.25M | 0.08% | −3,540−1.1% | Reduced |
| Man Group plc | 324,209 | $5.39M | 0.01% | +298,165+1,144.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 358,167 | $5.95M | 0.01% | +358,167 | New |
| Citadel Advisors LLC | 373,417 | $6.20M | 0.00% | +202,069+117.9% | Added |
| Principal Financial Group Inc | 374,387 | $6.22M | 0.00% | −899−0.2% | Reduced |
| Quantinno Capital Management LP | 375,516 | $6.24M | 0.01% | −8,492−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 395,772 | $6.57M | 0.00% | +395,772 | New |
| Bank of New York Mellon Corp | 467,494 | $7.77M | 0.00% | +38,992+9.1% | Added |
| Evergreen Capital Management LLC | 483,933 | $8.04M | 0.14% | −141,554−22.6% | Reduced |
| Lazard Asset Management LLC | 483,977 | $8.04M | 0.01% | −41,324−7.9% | Reduced |
| JPMorgan Chase & Co | 498,757 | $8.40M | 0.00% | +432,221+649.6% | Added |
| Jump Financial, LLC | 509,860 | $8.47M | 0.08% | +509,860 | New |
| Vanguard Fiduciary Trust Co | 515,820 | $8.57M | 0.00% | +3,100+0.6% | Added |
| Invesco Ltd. | 532,220 | $8.84M | 0.00% | −53,733−9.2% | Reduced |
| CDC Financial, Inc. | 552,750 | $9.18M | 7.05% | +34,659+6.7% | Added |
| Kennedy Capital Management, Inc. | 570,571 | $9.48M | 0.17% | −249,751−30.4% | Reduced |
| Consolidated Portfolio Review Corp | 627,945 | $10.4M | 0.87% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 635,481 | $10.6M | 1.38% | +2,452+0.4% | Added |
| CenterBook Partners LP | 639,169 | $10.6M | 0.52% | −285,769−30.9% | Reduced |
| Ashford Capital Management Inc | 762,310 | $12.7M | 1.36% | +599,870+369.3% | Added |
| Charles Schwab Investment Management Inc | 763,558 | $12.7M | 0.00% | +41,805+5.8% | Added |
| Meridian Wealth Advisors, LLC | 789,299 | $13.1M | 1.49% | −164,659−17.3% | Reduced |
| Silvercrest Asset Management Group LLC | 808,922 | $13.4M | 0.09% | +95,534+13.4% | Added |
| Citigroup Inc | 897,425 | $14.9M | 0.01% | +848,871+1,748.3% | Added |
| HRT Financial LP | 906,814 | $15.1M | 0.03% | +627,007+224.1% | Added |
| Wells Fargo & Company | 924,636 | $15.4M | 0.00% | +891,712+2,708.4% | Added |
| Nixon Capital, LLC | 927,651 | $15.4M | 4.91% | −267,539−22.4% | Reduced |
| Renaissance Technologies LLC | 991,100 | $16.5M | 0.02% | +991,100 | New |
| Franklin Resources Inc | 1,022,490 | $17.0M | 0.00% | −379,645−27.1% | Reduced |
| Wellington Management Group LLP | 1,029,987 | $17.1M | 0.00% | −450,880−30.4% | Reduced |
| Northern Trust Corp | 1,056,308 | $17.5M | 0.00% | +283,470+36.7% | Added |
| Venturi Wealth Management, LLC | 1,086,254 | $18.0M | 0.70% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,231,394 | $20.5M | 0.00% | −127,532−9.4% | Reduced |
| Morgan Stanley | 1,273,572 | $21.2M | 0.00% | +369,910+40.9% | Added |
| Villere St Denis J & Co LLC | 1,349,299 | $22.4M | 2.68% | −506,788−27.3% | Reduced |
| Jupiter Topco LLC | 1,423,131 | $23.6M | 0.01% | +1,423,131 | New |
| Palo Duro Investment Partners, LP | 1,462,748 | $24.3M | 4.69% | +1,462,748 | New |
| Bank of America Corp | 1,601,352 | $26.6M | 0.00% | +1,074,739+204.1% | Added |
| Empyrean Capital Partners, LP | 1,618,000 | $26.9M | 0.95% | +1,618,000 | New |
| BNP Paribas Arbitrage, SA | 1,623,287 | $27.0M | 0.01% | +970,031+148.5% | Added |
| Millennium Management LLC | 1,678,110 | $27.9M | 0.02% | −786,117−31.9% | Reduced |
| Wasatch Advisors Inc | 1,834,289 | $30.5M | 0.20% | +1,834,289 | New |
| Pine Ridge Advisers LLC | 1,844,036 | $30.6M | 1.89% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,966,804 | $32.7M | 0.01% | +464,324+30.9% | Added |
| Alyeska Investment Group, L.P. | 1,983,643 | $32.9M | 0.08% | +1,983,643 | New |
| Goldman Sachs Group Inc | 1,987,887 | $33.0M | 0.00% | +182,524+10.1% | Added |
| Geode Capital Management, LLC | 2,066,553 | $34.3M | 0.00% | +202,411+10.9% | Added |
| Webs Creek Capital Management LP | 2,104,940 | $35.0M | 6.62% | +2,104,940 | New |
| Voya Investment Management LLC | 2,173,520 | $36.1M | 0.03% | +2,160,030+16,012.1% | Added |
| Ensign Peak Advisors, Inc | 2,508,739 | $41.7M | 0.07% | +2,508,739 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 2,651,438 | $44.0M | 0.13% | −498,453−15.8% | Reduced |
| Two Sigma Investments, LP | 3,209,946 | $53.3M | 0.04% | +3,209,946 | New |
| Vanguard Capital Management LLC | 3,556,075 | $59.1M | 0.00% | +25,539+0.7% | Added |
| State Street Corp | 3,817,473 | $63.4M | 0.00% | +459,446+13.7% | Added |
| UBS Group AG | 3,842,286 | $63.8M | 0.01% | +1,482,314+62.8% | Added |
| Vanguard Portfolio Management LLC | 5,030,795 | $83.6M | 0.00% | +184,364+3.8% | Added |
| Encompass Capital Advisors LLC | 6,540,322 | $108.6M | 4.69% | −2,594,860−28.4% | Reduced |
| BlackRock, Inc. | 13,173,130 | $218.8M | 0.00% | +1,682,276+14.6% | Added |
| Cooperman Leon G | 0 | $0 | 0.00% | −4,083,175−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −198,889−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −194,243−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −171,614−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −111,193−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −95,844−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −89,747−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −72,700−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −44,955−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −35,098−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −34,680−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −32,050−100.0% | Sold out |