Atlas Energy SolutionsAESI

13F holders, Q4 2025 (December 31)
233holders −11
36new positions
50sold out
5famous investors
$9.42avg. 13F price*

At the end of Q4 2025, 233 institutions reported holding Atlas Energy Solutions Inc. (AESI) in their 13F filings, down 11 from Q3 2025. 36 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($123.9M), Vanguard Group Inc. ($75.4M) and Omega Advisors (Leon Cooperman) ($47.6M). 5 famous investors held it, including Leon Cooperman (1.6% of Omega Advisors (Leon Cooperman)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Atlas Energy Solutions Inc.
CUSIP
642045108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 159Q1 2024Q2 2024: 174Q2 2024Q3 2024: 185Q3 2024Q4 2024: 210Q4 2024Q1 2025: 256Q1 2025Q2 2025: 258Q2 2025Q3 2025: 244Q3 2025Q4 2025: 233Q4 2025Q1 2026: 242Q1 2026Q2 2026: 285Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions36$57.7M
Exits50$55.9M

All 13F filers, Q3 2025 → Q4 2025: 16,354,504 shares bought and 17,663,443 shares sold, net −1,308,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 233 holders

BlackRock, Inc. 0.00% Add +4.9% 13,152,337 $123.9M
Vanguard Group Inc. 0.00% Add +2.8% 8,008,272 $75.4M
Omega Advisors (Leon Cooperman) 1.58% Reduce -5.8% 5,053,474 $47.6M
Cooke & Bieler LP 0.41% Add +0.8% 4,186,243 $39.4M
Barrow Hanley Mewhinney & Strauss LLC 0.11% Add +0.8% 3,349,507 $31.6M
State Street Corp. 0.00% Add +5.0% 3,242,112 $30.5M
Janus Henderson Group PLC 0.01% Reduce -3.0% 2,591,672 $24.4M
UBS Group AG 0.00% Add +139.6% 2,170,655 $20.4M
Villere St Denis J & Co. LLC 1.96% Reduce -8.7% 2,025,944 $19.1M
Millennium Management 0.01% Add +3783.3% 1,883,042 $17.7M
Pine Ridge Advisers LLC 1.20% Add +23.4% 1,844,036 $17.4M
Geode Capital Management, LLC 0.00% Add +1.3% 1,827,688 $17.2M
FMR LLC 0.00% Reduce -56.8% 1,717,729 $16.2M
Frontier Capital Management Co. LLC 0.17% Add +45.6% 1,655,363 $15.6M
Dimensional Fund Advisors LP 0.00% Reduce -19.0% 1,334,722 $12.6M
Evergreen Capital Management LLC 0.28% Reduce -3.9% 1,328,937 $12.5M
Liontrust Investment Partners LLP 0.18% Reduce -0.1% 1,310,646 $12.3M
Kennedy Capital Management LLC 0.25% Add +39.3% 1,254,992 $11.8M
Balyasny Asset Management L.P. 0.02% Add +1128.7% 1,223,333 $11.5M
Nixon Capital, LLC 2.98% New 1,197,828 $11.3M
Goldman Sachs Group Inc. 0.00% Add +71.8% 1,195,606 $11.3M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 1,149,655 $10.8M
Wellington Management Group LLP 0.00% New 1,147,854 $10.8M
Venturi Wealth Management, LLC 0.45% No change 1,086,254 $10.2M
Meridian Wealth Advisors, LLC 1.29% Reduce -59.5% 990,958 $9.3M
Franklin Resources Inc. 0.00% Add +49.0% 885,136 $8.3M
Invesco Ltd. 0.00% Add +18.4% 849,259 $8.0M
Morgan Stanley 0.00% Reduce -27.3% 803,054 $7.6M
Jefferies Financial Group Inc. 0.06% New 802,760 $7.6M
Jane Street Group, LLC 0.01% Add +956.9% 801,164 $7.5M
Silvercrest Asset Management Group LLC 0.05% Add +59.3% 788,949 $7.4M
B & T Capital Management DBA Alpha Capital Management 1.01% Add +4.5% 758,387 $7.1M
Northern Trust Corp. 0.00% Reduce -25.7% 743,652 $7.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.5% 689,011 $6.5M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -26.1% 650,912 $6.1M
Consolidated Portfolio Review Corp 0.51% New 627,945 $5.9M
CDC Financial, Inc. 5.15% — 592,091 $5.6M
Bank of New York Mellon Corp 0.00% Reduce -51.2% 440,975 $4.2M
American Century Companies Inc. 0.00% Reduce -4.8% 418,372 $3.9M
Thomist Capital Management, LP 1.06% New 407,316 $3.9M
Principal Financial Group Inc. 0.00% Reduce -1.0% 367,380 $3.5M
Lazard Asset Management LLC 0.01% Add +32.3% 354,113 $3.3M
Quantinno Capital Management LP 0.01% Add +7.9% 344,607 $3.2M
Advisors Asset Management, Inc. 0.05% Add +36.3% 322,136 $3.0M
CenterBook Partners LP 0.14% Add +109.1% 305,154 $2.9M
Bank of America Corp. 0.00% Add +27.8% 290,603 $2.7M
Simcoe Capital LLC 2.43% — 273,755 $2.6M
Stifel Financial Corp. 0.00% Add +16.3% 268,286 $2.5M
LMR Partners LLP 0.03% New 266,109 $2.5M
Public Sector Pension Investment Board 0.01% Reduce -11.2% 265,822 $2.5M
Cullinan Associates Inc. 0.16% No change 252,000 $2.4M
Russell Investments Group, Ltd. 0.00% Add +8.2% 242,860 $2.3M
Manatuck Hill Partners, LLC 0.76% New 230,000 $2.2M
ExodusPoint Capital Management, LP 0.02% New 229,150 $2.2M
Rhumbline Advisers 0.00% Add +4.0% 223,327 $2.1M
Renaissance Technologies 0.00% New 216,300 $2.0M
Squarepoint Ops LLC 0.00% Reduce -67.2% 214,045 $2.0M
First Trust Advisors LP 0.00% Add +270.5% 207,388 $2.0M
Boston Partners 0.00% Reduce -11.1% 206,167 $1.9M
Freestone Grove Partners LP 0.01% New 180,554 $1.7M
Argentarii, LLC 0.51% Add +962.8% 166,044 $1.6M
Ashford Capital Management Inc. 0.17% Reduce -75.5% 162,630 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -12.0% 157,094 $1.5M
Legal & General Group Plc 0.00% Reduce -13.6% 156,414 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1081.9% 153,561 $1.4M
Americana Partners, LLC 0.04% Add +10.5% 151,161 $1.4M
Nuveen, LLC 0.00% Reduce -88.5% 148,909 $1.4M
Citadel Advisors 0.00% Reduce -25.3% 148,177 $1.4M
Marshall Wace, LLP 0.00% New 133,161 $1.3M
SG Americas Securities, LLC 0.00% Add +106.4% 126,221 $1.2M
Ieq Capital, LLC 0.00% Reduce 0.0% 126,169 $1.2M
Lighthouse Investment Partners, LLC 0.04% New 125,000 $1.2M
Walleye Capital LLC 0.01% Add +569.8% 124,678 $1.2M
Barclays PLC 0.00% Add +10.7% 121,013 $1.1M
Sei Investments Co. 0.00% Reduce -59.0% 117,695 $1.1M
New York State Teachers Retirement System 0.00% Add +120.3% 107,861 $1.0M
Beck Capital Management, LLC 0.24% Reduce -0.0% 106,169 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.7% 96,440 $965K
Twinbeech Capital LP 0.07% New 101,500 $956K
Orvieto Partners, L.P. 0.78% Add +25.0% 100,000 $942K
Texas Capital Bank Wealth Management Services Inc 0.05% New 100,000 $942K
Alliancebernstein L.P. 0.00% Add +34.6% 97,672 $920K
Swiss National Bank 0.00% Add +3.4% 97,600 $919K
T. Rowe Price Associates Inc. 0.00% Add +46.7% 96,584 $910K
Austin Asset Management Co Inc 0.14% No change 90,000 $848K
Wells Fargo & Company 0.00% Add +62.3% 88,231 $831K
Gabelli Funds LLC 0.01% Reduce -51.1% 85,000 $801K
Guggenheim Capital LLC 0.01% Add +100.5% 83,442 $786K
Walleye Trading LLC 0.01% Add +3780.5% 81,490 $768K
Verition Fund Management LLC 0.00% Add +53.0% 81,000 $763K
Susquehanna International Group, LLP 0.00% Reduce -76.2% 80,857 $762K
Cumberland Partners Ltd 0.05% Reduce -44.7% 80,100 $755K
Steadtrust LLC 0.46% Add +300.0% 80,000 $754K
Laurion Capital Management LP 0.05% New 78,081 $736K
Orchard Capital Management, LLC 0.61% Add +2.6% 74,249 $699K
Royal Bank of Canada 0.00% Reduce -66.7% 72,626 $683K
Prudential Financial Inc. 0.00% Reduce -6.9% 69,495 $655K
Alpine Woods Capital Investors, LLC 0.16% New 69,351 $653K
Tidal Investments LLC 0.00% Add +179.8% 65,312 $615K
Integrated Wealth Concepts LLC 0.01% Add +472.8% 64,019 $603K

"% of holder's portfolio" is AESI's weight in each manager's 13F, not the share of Atlas Energy Solutions Inc. the manager owns.

Show all 233 holders