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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 88,434 | $1.47M | 0.08% | +30,518+52.7% | Added |
| Caxton Associates LLP | 87,173 | $1.45M | 0.03% | +87,173 | New |
| Atom Investors LP | 82,414 | $1.37M | 0.12% | +82,414 | New |
| Turas Capital Management LP | 81,700 | $1.36M | 0.62% | +81,700 | New |
| Prudential Financial Inc | 81,035 | $1.35M | 0.00% | +4,170+5.4% | Added |
| Beck Capital Management, LLC | 81,000 | $1.35M | 0.25% | −9,000−10.0% | Reduced |
| Royal Bank of Canada | 78,698 | $1.31M | 0.00% | +9,423+13.6% | Added |
| SEI Investments Co | 77,544 | $1.29M | 0.00% | −11,631−13.0% | Reduced |
| Squarepoint Ops LLC | 76,208 | $1.27M | 0.00% | −229,372−75.1% | Reduced |
| Empowered Funds, LLC | 75,453 | $1.25M | 0.01% | +4,385+6.2% | Added |
| Orchard Capital Managment, LLC | 75,237 | $1.25M | 1.37% | +988+1.3% | Added |
| Alliancebernstein L.P. | 94,680 | $1.24M | 0.00% | +22,100+30.4% | Added |
| Tactive Advisors, LLC | 68,291 | $1.13M | 0.28% | +7,359+12.1% | Added |
| Ieq Capital, LLC | 60,375 | $1.00M | 0.00% | −65,794−52.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,801 | $976.7K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 57,077 | $948.0K | 0.34% | −14,223−19.9% | Reduced |
| California State Teachers Retirement System | 56,949 | $945.9K | 0.00% | +10,709+23.2% | Added |
| Hudson Bay Capital Management LP | 54,938 | $912.5K | 0.00% | +54,938 | New |
| Axq Capital, LP | 53,340 | $886.0K | 0.10% | +41,475+349.6% | Added |
| Boothbay Fund Management, LLC | 52,102 | $865.4K | 0.02% | +52,102 | New |
| Thrivent Financial for Lutherans | 50,853 | $845.0K | 0.00% | −455−0.9% | Reduced |
| Austin Asset Management Co Inc | 50,000 | $830.5K | 0.12% | −40,000−44.4% | Reduced |
| MetLife Investment Management | 48,810 | $810.7K | 0.00% | +7,064+16.9% | Added |
| Creative Planning | 43,265 | $718.6K | 0.00% | +9,745+29.1% | Added |
| Sanctuary Advisors, LLC | 40,104 | $666.1K | 0.00% | +6,413+19.0% | Added |
| Illinois Municipal Retirement Fund | 40,009 | $664.5K | 0.01% | +40,009 | New |
| Vanguard Asset Management, Ltd | 39,643 | $658.5K | 0.00% | +9,671+32.3% | Added |
| Quadrature Capital Ltd | 39,512 | $656.3K | 0.01% | +39,512 | New |
| Vanguard Global Advisers, LLC | 39,309 | $652.9K | 0.00% | +8,255+26.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 38,157 | $633.8K | 0.00% | +1,730+4.7% | Added |
| ExodusPoint Capital Management, LP | 37,559 | $623.9K | 0.01% | −396,553−91.3% | Reduced |
| Qube Research & Technologies Ltd | 36,978 | $614.2K | 0.00% | +36,978 | New |
| First Citizens Bank & Trust Co | 36,739 | $610.2K | 0.01% | −428−1.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 35,628 | $591.8K | 0.07% | +35,628 | New |
| Manufacturers Life Insurance Company, The | 35,285 | $586.1K | 0.00% | −189−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,189 | $584.5K | 0.00% | −428−1.2% | Reduced |
| Pathstone Holdings, LLC | 34,621 | $575.1K | 0.00% | −21,461−38.3% | Reduced |
| Numerai GP LLC | 34,510 | $573.2K | 0.05% | +34,510 | New |
| Neo Ivy Capital Management | 34,370 | $570.9K | 0.13% | +34,370 | New |
| Louisiana State Employees Retirement System | 33,900 | $563.1K | 0.01% | −200−0.6% | Reduced |
| Indie Asset Partners, LLC | 33,734 | $560.3K | 0.54% | −2,900−7.9% | Reduced |
| Bessemer Group Inc | 33,343 | $554.0K | 0.00% | −24,502−42.4% | Reduced |
| HITE Hedge Asset Management LLC | 31,651 | $525.7K | 0.03% | +31,651 | New |
| Brevan Howard Capital Management LP | 30,614 | $508.5K | 0.01% | +13,899+83.2% | 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 |
| Greenleaf Trust | 29,690 | $493.2K | 0.00% | +19+0.1% | Added |
| Centiva Capital, LP | 29,536 | $490.6K | 0.02% | +29,536 | New |
| Jain Global LLC | 29,197 | $485.0K | 0.01% | +29,197 | New |
| New York State Common Retirement Fund | 29,150 | $484.2K | 0.00% | +6,300+27.6% | Added |
| VARCOV Co. | 29,073 | $482.9K | 0.18% | +29,073 | New |
| SCS Capital Management LLC | 26,164 | $434.6K | 0.00% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 25,787 | $428.3K | 0.09% | −73,223−74.0% | Reduced |
| State of Alaska, Department of Revenue | 25,503 | $423.0K | 0.00% | −12,442−32.8% | Reduced |
| Central Pacific Bank - Trust Division | 25,405 | $422.0K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 24,437 | $405.9K | 0.00% | +3,032+14.2% | Added |
| Fox Run Management, L.L.C. | 24,400 | $405.3K | 0.07% | +24,400 | New |
| State of Tennessee, Treasury Department | 24,078 | $399.9K | 0.00% | +6,688+38.5% | Added |
| Cetera Investment Advisers | 23,096 | $383.6K | 0.00% | +2,002+9.5% | Added |
| State of Wisconsin Investment Board | 22,882 | $380.1K | 0.00% | +22,882 | New |
| Citizens Financial Group Inc | 22,842 | $379.4K | 0.00% | −1,124−4.7% | Reduced |
| DRW Securities, LLC | 22,535 | $374.3K | 0.02% | +11,042+96.1% | Added |
| Amalgamated Bank | 20,956 | $348.0K | 0.00% | −1,201−5.4% | Reduced |
| Cooke & Bieler LP | 20,930 | $347.6K | 0.00% | −2,494,964−99.2% | Reduced |
| Profund Advisors LLC | 20,637 | $342.8K | 0.01% | −5,383−20.7% | Reduced |
| Yousif Capital Management, LLC | 20,539 | $341.2K | 0.00% | +81+0.4% | Added |
| Fideuram Asset Management (Ireland) dac | 29,608 | $336.9K | 0.01% | +29,608 | New |
| Holocene Advisors, LP | 20,156 | $334.8K | 0.00% | −18,834−48.3% | Reduced |
| Oppenheimer & Co Inc | 19,346 | $321.3K | 0.00% | +19,346 | New |
| Intech Investment Management LLC | 18,788 | $312.1K | 0.00% | −2,041−9.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,735 | $311.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,364 | $305.0K | 0.00% | −645−3.4% | Reduced |
| Simplex Trading, LLC | 17,797 | $295.6K | 0.01% | +17,797 | New |
| HSBC Holdings PLC | 17,661 | $294.9K | 0.00% | +17,661 | New |
| Fifth Third Bancorp | 17,672 | $293.5K | 0.00% | −315−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,600 | $292.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17,184 | $285.4K | 0.04% | +13,650+386.2% | Added |
| Headlands Technologies LLC | 16,754 | $278.3K | 0.03% | +16,754 | New |
| Resources Investment Advisors, LLC. | 16,698 | $277.4K | 0.00% | −3,170−16.0% | Reduced |
| Counterpoint Mutual Funds LLC | 16,588 | $275.5K | 0.03% | +16,588 | New |
| Entropy Technologies, LP | 16,329 | $271.2K | 0.01% | +16,329 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,731 | $261.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,583 | $258.8K | 0.00% | +185+1.2% | Added |
| LPL Financial LLC | 15,360 | $255.1K | 0.00% | +15,360 | New |
| Lyell Wealth Management, LP | 14,766 | $245.3K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 14,623 | $242.9K | 0.00% | +14,623 | New |
| State of Wyoming | 14,331 | $238.0K | 0.02% | +10,697+294.4% | Added |
| Arizona State Retirement System | 13,786 | $229.0K | 0.00% | +178+1.3% | Added |
| FMR LLC | 13,610 | $226.1K | 0.00% | +938+7.4% | Added |
| Lido Advisors, LLC | 13,346 | $221.7K | 0.00% | +13,346 | New |
| Victory Capital Management Inc | 12,799 | $212.6K | 0.00% | +158+1.2% | Added |
| Mirabella Financial Services LLP | 12,508 | $207.8K | 0.02% | +12,508 | New |
| Susquehanna International Group, LLP | 12,461 | $207.0K | 0.00% | −19,014−60.4% | Reduced |
| nVerses Capital, LLC | 12,097 | $200.9K | 0.31% | +12,097 | New |
| ProShare Advisors LLC | 11,751 | $195.2K | 0.00% | −322−2.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 11,672 | $193.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 11,666 | $193.8K | 0.00% | +11,666 | New |
| Mercer Global Advisors Inc | 11,536 | $191.6K | 0.00% | +11,536 | New |
| Maryland State Retirement & Pension System | 11,311 | $187.9K | 0.00% | +282+2.6% | Added |
| Commonwealth Equity Services, LLC | 11,104 | $184.4K | 0.00% | −2,667−19.4% | Reduced |