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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
KLP Kapitalforvaltning AS10,900$181.0K0.00%00.0%Unchanged
Abel Hall, LLC10,814$179.6K0.03%+806+8.1%Added
SG Americas Securities, LLC9,292$154.0K0.00%−97,270−91.3%Reduced
Walleye Trading LLC8,010$133.0K0.00%−8,332−51.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund8,000$132.9K0.00%+8,000New
Tower Research Capital LLC (TRC)7,827$130.0K0.00%−2,221−22.1%Reduced
Ameritas Investment Partners, Inc.7,520$124.9K0.00%+1,033+15.9%Added
New Age Alpha Advisors, LLC5,711$94.9K0.00%+5,711New
Keating Financial Advisory Services, Inc.5,264$87.4K0.01%−4,040−43.4%Reduced
Northwest & Ethical Investments L.P.4,930$82.5K0.00%+4,930New
GAMMA Investing LLC4,758$79.0K0.00%+572+13.7%Added
Hantz Financial Services, Inc.4,755$79.0K0.00%+149+3.2%Added
Bayforest Capital Ltd4,415$73.3K0.07%−13,361−75.2%Reduced
The PNC Financial Services Group, Inc.4,006$66.5K0.00%+233+6.2%Added
Jones Financial Companies LLLP3,236$55.0K0.00%+1,932+148.2%Added
SRS Capital Advisors, Inc.2,946$48.9K0.00%+2,903+6,751.2%Added
Acadian Asset Management LLC2,907$48.0K0.00%+2,907New
Arlington Trust Co LLC2,458$40.8K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,426$40.3K0.00%+2,426New
Larson Financial Group LLC1,975$32.8K0.00%−126−6.0%Reduced
Clear Street Markets LLC1,888$31.4K0.01%+1,888New
Nisa Investment Advisors, LLC1,837$30.5K0.00%+1,138+162.8%Added
Sterling Capital Management LLC1,670$27.7K0.00%+582+53.5%Added
Parallel Advisors, LLC1,654$27.5K0.00%+1,361+464.5%Added
TSFG, LLC1,525$25.0K0.00%00.0%Unchanged
US Bancorp1,432$23.8K0.00%+120+9.1%Added
Nykredit A/S1,424$23.7K0.00%+1,424New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,288$21.4K0.00%+243+23.3%Added
Advisor Group Holdings, Inc.1,098$18.2K0.00%+128+13.2%Added
SBI Securities Co., Ltd.1,083$18.0K0.00%−467−30.1%Reduced
Signaturefd, LLC1,033$17.2K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.994$17.0K0.00%−86−8.0%Reduced
Islay Capital Management, LLC1,000$16.6K0.01%00.0%Unchanged
Versant Capital Management, Inc879$14.6K0.00%−1,736−66.4%Reduced
Itau Unibanco Holding S.A.865$14.4K0.00%−43−4.7%Reduced
Farther Finance Advisors, LLC850$14.1K0.00%+232+37.5%Added
Allworth Financial LP723$12.0K0.00%+433+149.3%Added
Public Employees Retirement System of Ohio685$11.4K0.00%+286+71.7%Added
Salomon & Ludwin, LLC617$9.64K0.00%00.0%Unchanged
Hurley Capital, LLC562$9.34K0.00%00.0%Unchanged
Umb Bank N A538$8.94K0.00%+47+9.6%Added
Optiver Holding B.V.512$8.50K0.00%+512New
EverSource Wealth Advisors, LLC434$7.21K0.00%−931−68.2%Reduced
Institute for Wealth Management, LLC.405$6.73K0.00%+405New
IFG Advisory, LLC349$5.80K0.00%+349New
Huntington National Bank302$5.02K0.00%00.0%Unchanged
City State Bank300$4.98K0.00%00.0%Unchanged
Los Angeles Capital Management LLC280$4.65K0.00%00.0%Unchanged
Harbour Investments, Inc.253$4.20K0.00%00.0%Unchanged
NBC Securities, Inc.250$4.15K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.247$4.10K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.245$4.07K0.00%+88+56.1%Added
Rothschild Investment LLC207$3.44K0.00%+97+88.2%Added
Ronald Blue Trust, Inc.203$3.37K0.00%00.0%Unchanged
Aventura Private Wealth, LLC200$3.32K0.00%+200New
Prestige Wealth Management Group LLC193$3.21K0.00%00.0%Unchanged
SJS Investment Consulting Inc.181$3.01K0.00%+181New
Rockefeller Capital Management L.P.173$2.87K0.00%−282−62.0%Reduced
Medallion Wealth Advisors, LLC111$1.84K0.00%00.0%Unchanged
Toth Financial Advisory Corp75$1.25K0.00%+75New
Central Trust Co72$1.20K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.50$8310.00%00.0%Unchanged
Elequin Capital LP50$8310.00%+50New
Bare Financial Services, Inc49$8140.00%00.0%Unchanged
Parkside Financial Bank & Trust45$7480.00%00.0%Unchanged
Essential Partners LLC37$6150.00%+16+76.2%Added
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
Investors Portfolio Services LLC33$5480.00%00.0%Unchanged
Clearstead Advisors, LLC27$4490.00%+27New
Gilpin Wealth Management, LLC19$3160.00%+6+46.2%Added
Smartleaf Asset Management LLC15$2510.00%00.0%Unchanged
Ankerstar Wealth, LLC14$2330.00%00.0%Unchanged
Mascoma Wealth Management LLC13$2160.00%+13New
MCF Advisors LLC10$1670.00%+10New
IFP Advisors, Inc10$1660.00%00.0%Unchanged
Silver Grove Financial Group, Inc.6$1000.00%+6New
Plante Moran Financial Advisors, LLC5$830.00%+5New
Davis Capital Management4$660.00%+4New
Quarry LP3$500.00%−103−97.2%Reduced
Dunhill Financial, LLC1$290.00%00.0%Unchanged
Covestor Ltd29$00.00%−11−27.5%Reduced
Capital Advisors, Ltd. LLC9$00.00%00.0%Unchanged
Evolution Advisers, Inc.8$00.00%+8New
Cooperman Leon G0$00.00%−4,083,175−100.0%Sold out
Walleye Capital LLC0$00.00%−198,889−100.0%Sold out
PEAK6 LLC0$00.00%−194,243−100.0%Sold out
SG Capital Management LLC0$00.00%−175,000−100.0%Sold out
Verition Fund Management LLC0$00.00%−171,614−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−160,000−100.0%Sold out
Readystate Asset Management LP0$00.00%−111,193−100.0%Sold out
49 Wealth Management, LLC0$00.00%−95,844−100.0%Sold out
Fideuram - Intesa Sanpaolo Private Banking S.P.A.0$00.00%−89,747−100.0%Sold out
Cumberland Partners Ltd0$00.00%−72,700−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−50,000−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−44,955−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−35,098−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−34,680−100.0%Sold out
Papamarkou Wellner Asset Management inc.0$00.00%−32,050−100.0%Sold out