Skip to main content

Atmos Energy Corp

ATO
Exchange
NYSE
Industry
Natural Gas Distribution
SEC CIK
0000731802

In the last 90 days, Atmos Energy Corp insiders filed 1 open-market purchase and 0 sales; 1,044 institutions reported holding it in 13F filings for Q2 2026, worth $28.0B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Atmos Energy Corp as of Mar 31, 2023. 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
664
+14 vs. Q4 2022
Shares held
130.9M
+1.40M (+1.1%) vs. Q4 2022
Total value
$14.7B
+$250.1M (+1.7%) vs. Q4 2022
New holders
79
269 more added
Sold out
65
199 more reduced

13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ATO 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 holdersQ1 2023: 664 institutions
Q1 2021: 550 institutionsQ2 2021: 548 institutionsQ3 2021: 536 institutionsQ4 2021: 575 institutionsQ1 2022: 608 institutionsQ2 2022: 620 institutionsQ3 2022: 631 institutionsQ4 2022: 663 institutionsQ1 2023: 664 institutionsQ2 2023: 672 institutionsQ3 2023: 669 institutionsQ4 2023: 722 institutionsQ1 2024: 731 institutionsQ2 2024: 736 institutionsQ3 2024: 758 institutionsQ4 2024: 818 institutionsQ1 2025: 861 institutionsQ2 2025: 871 institutionsQ3 2025: 912 institutionsQ4 2025: 980 institutionsQ1 2026: 1,020 institutionsQ2 2026: 1,044 institutions
Value heldQ1 2023: $14.7B
Q1 2021: $10.7BQ2 2021: $10.5BQ3 2021: $9.93BQ4 2021: $12.4BQ1 2022: $14.9BQ2 2022: $14.2BQ3 2022: $13.1BQ4 2022: $14.6BQ1 2023: $14.7BQ2 2023: $15.8BQ3 2023: $14.4BQ4 2023: $15.8BQ1 2024: $16.6BQ2 2024: $16.7BQ3 2024: $20.8BQ4 2024: $21.8BQ1 2025: $24.4BQ2 2025: $24.7BQ3 2025: $27.2BQ4 2025: $27.2BQ1 2026: $29.6BQ2 2026: $28.0B
Institutions holding ATO and their total value by quarter
QuarterHoldersValue
Q2 20261,044$28.0B
Q1 20261,020$29.6B
Q4 2025980$27.2B
Q3 2025912$27.2B
Q2 2025871$24.7B
Q1 2025861$24.4B
Q4 2024818$21.8B
Q3 2024758$20.8B
Q2 2024736$16.7B
Q1 2024731$16.6B
Q4 2023722$15.8B
Q3 2023669$14.4B
Q2 2023672$15.8B
Q1 2023664$14.7B
Q4 2022663$14.6B
Q3 2022631$13.1B
Q2 2022620$14.2B
Q1 2022608$14.9B
Q4 2021575$12.4B
Q3 2021536$9.93B
Q2 2021548$10.5B
Q1 2021550$10.7B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Atmos Energy Corp; share changes are against Q4 2022.

Institutions holding ATO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC8$00.00%−32,100−100.0%Reduced
SkyView Investment Advisors, LLC3$00.00%+3New
WestEnd Advisors, LLC–$3370.00%––
SOA Wealth Advisors, LLC.3$3370.00%00.0%Unchanged
USA Financial Portformulas Corp3$3370.00%+3New
True Wealth Design, LLC3$3380.00%00.0%Unchanged
Sofos Investments, Inc.112$4490.02%00.0%Unchanged
Hexagon Capital Partners LLC4$4490.00%−9−69.2%Reduced
Prestige Wealth Management Group LLC5$5620.00%+5New
Abound Wealth Management5$5660.00%00.0%Unchanged
Lazard Asset Management LLC10$1.00K0.00%00.0%Unchanged
Core Alternative Capital9$1.01K0.00%+9New
MCF Advisors LLC10$1.12K0.00%00.0%Unchanged
Raffa Wealth Management, LLC10$1.12K0.00%00.0%Unchanged
Edge Capital Group, LLC12$1.35K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC13$1.46K0.00%00.0%Unchanged
SJS Investment Consulting Inc.16$1.80K0.00%+2+14.3%Added
Iron Horse Wealth Management, LLC17$1.91K0.00%+17New
Institutional & Family Asset Management, LLC20$2.25K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC20$2.25K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC20$2.31K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP21$2.36K0.00%00.0%Unchanged
AdvisorNet Financial, Inc23$2.58K0.00%−513−95.7%Reduced
Tortoise Investment Management, LLC23$2.58K0.00%00.0%Unchanged
Values First Advisors, Inc.23$2.58K0.00%+23New
Grey Fox Wealth Advisors, LLC23$2.58K0.00%+23New
Bangor Savings Bank27$3.03K0.00%+27New
Credential Qtrade Securities Inc.28$3.15K0.00%+28New
Tucker Asset Management LLC29$3.26K0.00%+29New
Schubert & Co33$3.71K0.00%+1+3.1%Added
Steward Financial Group LLC42$4.00K0.00%+24+133.3%Added
Legend Financial Advisors, Inc.38$4.27K0.00%00.0%Unchanged
Montag A & Associates Inc40$4.50K0.00%−53−57.0%Reduced
Magnolia Capital Management Ltd45$5.00K0.00%00.0%Unchanged
Twin Tree Management, LP45$5.06K0.00%+45New
Bell Investment Advisors, Inc45$5.06K0.00%+4+9.8%Added
Red Tortoise LLC46$5.17K0.00%+33+253.8%Added
FinTrust Capital Advisors, LLC47$5.27K0.00%00.0%Unchanged
Central Trust Co48$5.39K0.00%+48New
West Paces Advisors Inc.49$5.51K0.00%+49New
Atticus Wealth Management, LLC50$5.62K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP50$5.62K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$5.62K0.00%+18+56.3%Added
Financial Management Professionals, Inc.52$6.00K0.00%+25+92.6%Added
EverSource Wealth Advisors, LLC54$6.07K0.00%+4+8.0%Added
JJJ Advisors Inc.54$6.11K0.00%00.0%Unchanged
Sound Income Strategies, LLC55$6.18K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC61$6.89K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd64$7.00K0.00%−62−49.2%Reduced
JFS Wealth Advisors, LLC66$7.42K0.00%−11−14.3%Reduced
SRS Capital Advisors, Inc.67$7.58K0.00%00.0%Unchanged
Worth Asset Management, LLC70$7.87K0.01%00.0%Unchanged
Capital Analysts, LLC70$8.00K0.00%00.0%Unchanged
TSFG, LLC70$8.00K0.00%00.0%Unchanged
Citizens National Bank Trust Department75$8.43K0.00%00.0%Unchanged
CVA Family Office, LLC80$8.99K0.00%00.0%Unchanged
MV Capital Management, Inc.83$9.33K0.00%−15−15.3%Reduced
Harbor Investment Advisory, LLC86$9.66K0.00%00.0%Unchanged
Milestone Investment Advisors LLC87$9.78K0.00%+87New
Coston, McIsaac & Partners95$10.0K0.00%+1+1.1%Added
Beacon Capital Management, LLC90$10.1K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc91$10.2K0.00%00.0%Unchanged
DT Investment Partners, LLC92$10.5K0.00%00.0%Unchanged
Massmutual Trust Co FSB99$11.1K0.00%+35+54.7%Added
Livforsakringsbolaget Skandia, Omsesidigt100$11.2K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.115$12.9K0.00%−1−0.9%Reduced
Roble, Belko & Company, Inc120$13.0K0.00%00.0%Unchanged
Riverview Trust Co123$13.8K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC130$14.6K0.01%+1+0.8%Added
Proequities, Inc.130$14.6K0.00%+75+136.4%Added
Glassman Wealth Services135$15.2K0.00%+16+13.4%Added
Hanson & Doremus Investment Management150$17.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC166$18.7K0.01%+166New
Parkside Financial Bank & Trust168$18.9K0.01%+11+7.0%Added
American National Bank179$20.1K0.00%+179New
Hollencrest Capital Management183$20.6K0.00%00.0%Unchanged
Lindbrook Capital, LLC186$20.9K0.00%+2+1.1%Added
Zions Bancorporation, N.A.188$21.1K0.00%−10−5.1%Reduced
TD Private Client Wealth LLC190$21.3K0.00%+74+63.8%Added
Versant Capital Management, Inc191$21.5K0.01%−2−1.0%Reduced
PSI Advisors, LLC191$21.5K0.01%−400−67.7%Reduced
Colonial Trust Co200$22.5K0.01%00.0%Unchanged
Accel Wealth Management200$22.5K0.01%00.0%Unchanged
Loomis Sayles & Co L P201$23.0K0.00%−244−54.8%Reduced
Pin Oak Investment Advisors Inc210$24.0K0.03%00.0%Unchanged
Disciplined Investments, LLC215$24.2K0.01%−1−0.5%Reduced
First Manhattan Co216$24.3K0.00%00.0%Unchanged
Colonial Trust Advisors249$28.0K0.00%−44−15.0%Reduced
First Horizon Advisors, Inc.267$30.0K0.00%+7+2.7%Added
Global Retirement Partners, LLC272$30.7K0.00%−71−20.7%Reduced
Clear Street Markets LLC280$31.0K0.01%−2,534−90.0%Reduced
Baystate Wealth Management LLC279$31.4K0.00%+2+0.7%Added
Creative Financial Designs Inc284$31.9K0.00%+72+34.0%Added
Westside Investment Management, Inc.300$33.7K0.01%00.0%Unchanged
Ossiam321$36.1K0.00%−5,373−94.4%Reduced
Ameritas Advisory Services, LLC322$36.7K0.00%+322New
Front Row Advisors LLC336$38.0K0.02%00.0%Unchanged
Quent Capital, LLC356$40.0K0.01%+35+10.9%Added
Ellevest, Inc.362$40.7K0.00%−7,821−95.6%Reduced
Cohen & Steers, Inc.361$41.0K0.00%−570,746−99.9%Reduced