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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 14,766 | $245.3K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 15,360 | $255.1K | 0.00% | +15,360 | New |
| Captrust Financial Advisors | 15,583 | $258.8K | 0.00% | +185+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,731 | $261.3K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 16,329 | $271.2K | 0.01% | +16,329 | New |
| Counterpoint Mutual Funds LLC | 16,588 | $275.5K | 0.03% | +16,588 | New |
| Resources Investment Advisors, LLC. | 16,698 | $277.4K | 0.00% | −3,170−16.0% | Reduced |
| Headlands Technologies LLC | 16,754 | $278.3K | 0.03% | +16,754 | New |
| Caitong International Asset Management Co., Ltd | 17,184 | $285.4K | 0.04% | +13,650+386.2% | Added |
| Oregon Public Employees Retirement Fund | 17,600 | $292.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17,672 | $293.5K | 0.00% | −315−1.8% | Reduced |
| HSBC Holdings PLC | 17,661 | $294.9K | 0.00% | +17,661 | New |
| Simplex Trading, LLC | 17,797 | $295.6K | 0.01% | +17,797 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,364 | $305.0K | 0.00% | −645−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,735 | $311.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 18,788 | $312.1K | 0.00% | −2,041−9.8% | Reduced |
| Oppenheimer & Co Inc | 19,346 | $321.3K | 0.00% | +19,346 | New |
| Holocene Advisors, LP | 20,156 | $334.8K | 0.00% | −18,834−48.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 29,608 | $336.9K | 0.01% | +29,608 | New |
| Yousif Capital Management, LLC | 20,539 | $341.2K | 0.00% | +81+0.4% | Added |
| Profund Advisors LLC | 20,637 | $342.8K | 0.01% | −5,383−20.7% | Reduced |
| Cooke & Bieler LP | 20,930 | $347.6K | 0.00% | −2,494,964−99.2% | Reduced |
| Amalgamated Bank | 20,956 | $348.0K | 0.00% | −1,201−5.4% | Reduced |
| DRW Securities, LLC | 22,535 | $374.3K | 0.02% | +11,042+96.1% | Added |
| Citizens Financial Group Inc | 22,842 | $379.4K | 0.00% | −1,124−4.7% | Reduced |
| State of Wisconsin Investment Board | 22,882 | $380.1K | 0.00% | +22,882 | New |
| Cetera Investment Advisers | 23,096 | $383.6K | 0.00% | +2,002+9.5% | Added |
| State of Tennessee, Treasury Department | 24,078 | $399.9K | 0.00% | +6,688+38.5% | Added |
| Fox Run Management, L.L.C. | 24,400 | $405.3K | 0.07% | +24,400 | New |
| Police & Firemen's Retirement System of New Jersey | 24,437 | $405.9K | 0.00% | +3,032+14.2% | Added |
| Central Pacific Bank - Trust Division | 25,405 | $422.0K | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 25,503 | $423.0K | 0.00% | −12,442−32.8% | Reduced |
| CoreCommodity Management, LLC | 25,787 | $428.3K | 0.09% | −73,223−74.0% | Reduced |
| SCS Capital Management LLC | 26,164 | $434.6K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 29,073 | $482.9K | 0.18% | +29,073 | New |
| New York State Common Retirement Fund | 29,150 | $484.2K | 0.00% | +6,300+27.6% | Added |
| Jain Global LLC | 29,197 | $485.0K | 0.01% | +29,197 | New |
| Centiva Capital, LP | 29,536 | $490.6K | 0.02% | +29,536 | New |
| Greenleaf Trust | 29,690 | $493.2K | 0.00% | +19+0.1% | Added |
| Pavaki Capital Management LLC | 30,000 | $498.3K | 0.28% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 30,000 | $498.3K | 0.00% | +30,000 | New |
| Brevan Howard Capital Management LP | 30,614 | $508.5K | 0.01% | +13,899+83.2% | Added |
| HITE Hedge Asset Management LLC | 31,651 | $525.7K | 0.03% | +31,651 | New |
| Bessemer Group Inc | 33,343 | $554.0K | 0.00% | −24,502−42.4% | Reduced |
| Indie Asset Partners, LLC | 33,734 | $560.3K | 0.54% | −2,900−7.9% | Reduced |
| Louisiana State Employees Retirement System | 33,900 | $563.1K | 0.01% | −200−0.6% | Reduced |
| Neo Ivy Capital Management | 34,370 | $570.9K | 0.13% | +34,370 | New |
| Numerai GP LLC | 34,510 | $573.2K | 0.05% | +34,510 | New |
| Pathstone Holdings, LLC | 34,621 | $575.1K | 0.00% | −21,461−38.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,189 | $584.5K | 0.00% | −428−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 35,285 | $586.1K | 0.00% | −189−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 35,628 | $591.8K | 0.07% | +35,628 | New |
| First Citizens Bank & Trust Co | 36,739 | $610.2K | 0.01% | −428−1.2% | Reduced |
| Qube Research & Technologies Ltd | 36,978 | $614.2K | 0.00% | +36,978 | New |
| ExodusPoint Capital Management, LP | 37,559 | $623.9K | 0.01% | −396,553−91.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,157 | $633.8K | 0.00% | +1,730+4.7% | Added |
| Vanguard Global Advisers, LLC | 39,309 | $652.9K | 0.00% | +8,255+26.6% | Added |
| Quadrature Capital Ltd | 39,512 | $656.3K | 0.01% | +39,512 | New |
| Vanguard Asset Management, Ltd | 39,643 | $658.5K | 0.00% | +9,671+32.3% | Added |
| Illinois Municipal Retirement Fund | 40,009 | $664.5K | 0.01% | +40,009 | New |
| Sanctuary Advisors, LLC | 40,104 | $666.1K | 0.00% | +6,413+19.0% | Added |
| Creative Planning | 43,265 | $718.6K | 0.00% | +9,745+29.1% | Added |
| MetLife Investment Management | 48,810 | $810.7K | 0.00% | +7,064+16.9% | Added |
| Austin Asset Management Co Inc | 50,000 | $830.5K | 0.12% | −40,000−44.4% | Reduced |
| Thrivent Financial for Lutherans | 50,853 | $845.0K | 0.00% | −455−0.9% | Reduced |
| Boothbay Fund Management, LLC | 52,102 | $865.4K | 0.02% | +52,102 | New |
| Axq Capital, LP | 53,340 | $886.0K | 0.10% | +41,475+349.6% | Added |
| Hudson Bay Capital Management LP | 54,938 | $912.5K | 0.00% | +54,938 | New |
| California State Teachers Retirement System | 56,949 | $945.9K | 0.00% | +10,709+23.2% | Added |
| Palogic Value Management, L.P. | 57,077 | $948.0K | 0.34% | −14,223−19.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,801 | $976.7K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 60,375 | $1.00M | 0.00% | −65,794−52.1% | Reduced |
| Tactive Advisors, LLC | 68,291 | $1.13M | 0.28% | +7,359+12.1% | Added |
| Alliancebernstein L.P. | 94,680 | $1.24M | 0.00% | +22,100+30.4% | Added |
| Orchard Capital Managment, LLC | 75,237 | $1.25M | 1.37% | +988+1.3% | Added |
| Empowered Funds, LLC | 75,453 | $1.25M | 0.01% | +4,385+6.2% | Added |
| Squarepoint Ops LLC | 76,208 | $1.27M | 0.00% | −229,372−75.1% | Reduced |
| SEI Investments Co | 77,544 | $1.29M | 0.00% | −11,631−13.0% | Reduced |
| Royal Bank of Canada | 78,698 | $1.31M | 0.00% | +9,423+13.6% | Added |
| Beck Capital Management, LLC | 81,000 | $1.35M | 0.25% | −9,000−10.0% | Reduced |
| Prudential Financial Inc | 81,035 | $1.35M | 0.00% | +4,170+5.4% | Added |
| Turas Capital Management LP | 81,700 | $1.36M | 0.62% | +81,700 | New |
| Atom Investors LP | 82,414 | $1.37M | 0.12% | +82,414 | New |
| Caxton Associates LLP | 87,173 | $1.45M | 0.03% | +87,173 | New |
| Occudo Quantitative Strategies LP | 88,434 | $1.47M | 0.08% | +30,518+52.7% | Added |
| Boston Partners | 88,688 | $1.47M | 0.00% | −91,077−50.7% | Reduced |
| Deutsche Bank AG | 91,110 | $1.51M | 0.00% | +17,613+24.0% | Added |
| Schonfeld Strategic Advisors LLC | 96,935 | $1.61M | 0.01% | +96,935 | New |
| Swiss National Bank | 100,200 | $1.66M | 0.00% | +2,600+2.7% | Added |
| Steadtrust LLC | 102,000 | $1.69M | 0.86% | +22,000+27.5% | Added |
| New York State Teachers Retirement System | 107,761 | $1.79M | 0.00% | +2,635+2.5% | Added |
| First Trust Advisors LP | 113,013 | $1.88M | 0.00% | −157,340−58.2% | Reduced |
| Ilex Capital Partners (UK) LLP | 116,693 | $1.94M | 0.04% | +116,693 | New |
| Guggenheim Capital LLC | 119,219 | $1.98M | 0.01% | +35,459+42.3% | Added |
| Integrated Wealth Concepts LLC | 123,892 | $2.06M | 0.01% | −7,315−5.6% | Reduced |
| UBS Asset Management Americas Inc | 127,599 | $2.12M | 0.00% | −8,381−6.2% | Reduced |
| Aventail Capital Group, LP | 128,914 | $2.14M | 0.12% | +44,633+53.0% | Added |
| Argentarii, LLC | 181,293 | $2.17M | 0.65% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 134,682 | $2.24M | 0.00% | +24,766+22.5% | Added |
| Stifel Financial Corp | 137,201 | $2.28M | 0.00% | −1,355−1.0% | Reduced |