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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, 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.

Institutional holdersQ2 2026: 285 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 heldQ2 2026: $1.75B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2026.

Institutions holding AESI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd29$00.00%−11−27.5%Reduced
Capital Advisors, Ltd. LLC9$00.00%00.0%Unchanged
Evolution Advisers, Inc.8$00.00%+8New
Dunhill Financial, LLC1$290.00%00.0%Unchanged
Quarry LP3$500.00%−103−97.2%Reduced
Davis Capital Management4$660.00%+4New
Plante Moran Financial Advisors, LLC5$830.00%+5New
Silver Grove Financial Group, Inc.6$1000.00%+6New
IFP Advisors, Inc10$1660.00%00.0%Unchanged
MCF Advisors LLC10$1670.00%+10New
Mascoma Wealth Management LLC13$2160.00%+13New
Ankerstar Wealth, LLC14$2330.00%00.0%Unchanged
Smartleaf Asset Management LLC15$2510.00%00.0%Unchanged
Gilpin Wealth Management, LLC19$3160.00%+6+46.2%Added
Clearstead Advisors, LLC27$4490.00%+27New
Investors Portfolio Services LLC33$5480.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$5810.00%00.0%Unchanged
Cedar Mountain Advisors, LLC35$5810.00%00.0%Unchanged
WPG Advisers, LLC35$5810.00%00.0%Unchanged
Essential Partners LLC37$6150.00%+16+76.2%Added
Parkside Financial Bank & Trust45$7480.00%00.0%Unchanged
Bare Financial Services, Inc49$8140.00%00.0%Unchanged
Godfrey Financial Associates, Inc.50$8310.00%00.0%Unchanged
Elequin Capital LP50$8310.00%+50New
Central Trust Co72$1.20K0.00%00.0%Unchanged
Toth Financial Advisory Corp75$1.25K0.00%+75New
Medallion Wealth Advisors, LLC111$1.84K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.173$2.87K0.00%−282−62.0%Reduced
SJS Investment Consulting Inc.181$3.01K0.00%+181New
Prestige Wealth Management Group LLC193$3.21K0.00%00.0%Unchanged
Aventura Private Wealth, LLC200$3.32K0.00%+200New
Ronald Blue Trust, Inc.203$3.37K0.00%00.0%Unchanged
Rothschild Investment LLC207$3.44K0.00%+97+88.2%Added
Pinnacle Wealth Planning Services, Inc.245$4.07K0.00%+88+56.1%Added
DHJJ Financial Advisors, Ltd.247$4.10K0.00%00.0%Unchanged
NBC Securities, Inc.250$4.15K0.00%00.0%Unchanged
Harbour Investments, Inc.253$4.20K0.00%00.0%Unchanged
Los Angeles Capital Management LLC280$4.65K0.00%00.0%Unchanged
City State Bank300$4.98K0.00%00.0%Unchanged
Huntington National Bank302$5.02K0.00%00.0%Unchanged
IFG Advisory, LLC349$5.80K0.00%+349New
Institute for Wealth Management, LLC.405$6.73K0.00%+405New
EverSource Wealth Advisors, LLC434$7.21K0.00%−931−68.2%Reduced
Optiver Holding B.V.512$8.50K0.00%+512New
Umb Bank N A538$8.94K0.00%+47+9.6%Added
Hurley Capital, LLC562$9.34K0.00%00.0%Unchanged
Salomon & Ludwin, LLC617$9.64K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio685$11.4K0.00%+286+71.7%Added
Allworth Financial LP723$12.0K0.00%+433+149.3%Added
Farther Finance Advisors, LLC850$14.1K0.00%+232+37.5%Added
Itau Unibanco Holding S.A.865$14.4K0.00%−43−4.7%Reduced
Versant Capital Management, Inc879$14.6K0.00%−1,736−66.4%Reduced
Islay Capital Management, LLC1,000$16.6K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.994$17.0K0.00%−86−8.0%Reduced
Signaturefd, LLC1,033$17.2K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,083$18.0K0.00%−467−30.1%Reduced
Advisor Group Holdings, Inc.1,098$18.2K0.00%+128+13.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,288$21.4K0.00%+243+23.3%Added
Nykredit A/S1,424$23.7K0.00%+1,424New
US Bancorp1,432$23.8K0.00%+120+9.1%Added
TSFG, LLC1,525$25.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,654$27.5K0.00%+1,361+464.5%Added
Sterling Capital Management LLC1,670$27.7K0.00%+582+53.5%Added
Nisa Investment Advisors, LLC1,837$30.5K0.00%+1,138+162.8%Added
Clear Street Markets LLC1,888$31.4K0.01%+1,888New
Larson Financial Group LLC1,975$32.8K0.00%−126−6.0%Reduced
Global Retirement Partners, LLC2,426$40.3K0.00%+2,426New
Arlington Trust Co LLC2,458$40.8K0.00%00.0%Unchanged
Acadian Asset Management LLC2,907$48.0K0.00%+2,907New
SRS Capital Advisors, Inc.2,946$48.9K0.00%+2,903+6,751.2%Added
Jones Financial Companies LLLP3,236$55.0K0.00%+1,932+148.2%Added
The PNC Financial Services Group, Inc.4,006$66.5K0.00%+233+6.2%Added
Bayforest Capital Ltd4,415$73.3K0.07%−13,361−75.2%Reduced
Hantz Financial Services, Inc.4,755$79.0K0.00%+149+3.2%Added
GAMMA Investing LLC4,758$79.0K0.00%+572+13.7%Added
Northwest & Ethical Investments L.P.4,930$82.5K0.00%+4,930New
Keating Financial Advisory Services, Inc.5,264$87.4K0.01%−4,040−43.4%Reduced
New Age Alpha Advisors, LLC5,711$94.9K0.00%+5,711New
Ameritas Investment Partners, Inc.7,520$124.9K0.00%+1,033+15.9%Added
Tower Research Capital LLC (TRC)7,827$130.0K0.00%−2,221−22.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund8,000$132.9K0.00%+8,000New
Walleye Trading LLC8,010$133.0K0.00%−8,332−51.0%Reduced
SG Americas Securities, LLC9,292$154.0K0.00%−97,270−91.3%Reduced
Abel Hall, LLC10,814$179.6K0.03%+806+8.1%Added
KLP Kapitalforvaltning AS10,900$181.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC11,104$184.4K0.00%−2,667−19.4%Reduced
Maryland State Retirement & Pension System11,311$187.9K0.00%+282+2.6%Added
Mercer Global Advisors Inc11,536$191.6K0.00%+11,536New
Raymond James Financial Inc11,666$193.8K0.00%+11,666New
Vanguard Investments Australia, Ltd.11,672$193.9K0.00%00.0%Unchanged
ProShare Advisors LLC11,751$195.2K0.00%−322−2.7%Reduced
nVerses Capital, LLC12,097$200.9K0.31%+12,097New
Susquehanna International Group, LLP12,461$207.0K0.00%−19,014−60.4%Reduced
Mirabella Financial Services LLP12,508$207.8K0.02%+12,508New
Victory Capital Management Inc12,799$212.6K0.00%+158+1.2%Added
Lido Advisors, LLC13,346$221.7K0.00%+13,346New
FMR LLC13,610$226.1K0.00%+938+7.4%Added
Arizona State Retirement System13,786$229.0K0.00%+178+1.3%Added
State of Wyoming14,331$238.0K0.02%+10,697+294.4%Added
Capstone Investment Advisors, LLC14,623$242.9K0.00%+14,623New