Atlas Energy SolutionsAESI
13F holders, Q1 2026 (March 31)242holders +9
40new positions
32sold out
4famous investors
$13.12avg. 13F price*
At the end of Q1 2026, 242 institutions reported holding Atlas Energy Solutions Inc. (AESI) in their 13F filings, up 9 from Q4 2025. 40 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($150.8M), Encompass Capital Advisors LLC ($119.9M) and Vanguard Portfolio Management LLC ($63.6M). 4 famous investors held it, including Leon Cooperman (1.8% of Omega Advisors (Leon Cooperman)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Atlas Energy Solutions Inc.
- CUSIP
- 642045108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $143.9M |
| Exits | 32 | $55.6M |
All 13F filers, Q4 2025 → Q1 2026: 17,031,401 shares bought and 17,172,732 shares sold, net −141,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| BlackRock, Inc. | 0.00% | Reduce -12.6% | 11,490,854 | $150.8M |
| Encompass Capital Advisors LLC | 4.89% | New | 9,135,182 | $119.9M |
| Vanguard Portfolio Management LLC | 0.00% | — | 4,846,431 | $63.6M |
| Omega Advisors (Leon Cooperman) | 1.76% | Reduce -19.2% | 4,083,175 | $53.6M |
| Vanguard Capital Management LLC | 0.00% | — | 3,530,536 | $46.3M |
| State Street Corp. | 0.00% | Add +3.6% | 3,358,027 | $44.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.14% | Reduce -6.0% | 3,149,891 | $41.3M |
| Janus Henderson Group PLC | 0.02% | Reduce -1.1% | 2,563,334 | $33.6M |
| Cooke & Bieler LP | 0.37% | Reduce -39.9% | 2,515,894 | $33.0M |
| Millennium Management | 0.03% | Add +30.9% | 2,464,227 | $32.3M |
| UBS Group AG | 0.01% | Add +8.7% | 2,359,972 | $31.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 1,864,142 | $24.5M |
| Villere St Denis J & Co. LLC | 2.75% | Reduce -8.4% | 1,856,087 | $24.4M |
| Pine Ridge Advisers LLC | 1.72% | No change | 1,844,036 | $24.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.0% | 1,805,363 | $23.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.6% | 1,502,480 | $19.7M |
| Wellington Management Group LLP | 0.00% | Add +29.0% | 1,480,867 | $19.4M |
| Franklin Resources Inc. | 0.00% | Add +58.4% | 1,402,135 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Add +18.2% | 1,358,926 | $17.8M |
| Nixon Capital, LLC | 5.36% | Reduce -0.2% | 1,195,190 | $15.7M |
| Venturi Wealth Management, LLC | 0.64% | No change | 1,086,254 | $14.3M |
| Meridian Wealth Advisors, LLC | 1.65% | Reduce -3.7% | 953,958 | $12.5M |
| CenterBook Partners LP | 0.65% | Add +203.1% | 924,938 | $12.1M |
| Morgan Stanley | 0.00% | Add +12.5% | 903,662 | $11.9M |
| Kennedy Capital Management LLC | 0.23% | Reduce -34.6% | 820,322 | $10.8M |
| Northern Trust Corp. | 0.00% | Add +3.9% | 772,838 | $10.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 721,753 | $9.5M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -9.6% | 713,388 | $9.4M |
| BNP Paribas Financial Markets | 0.01% | Add +3619.3% | 653,256 | $8.6M |
| B & T Capital Management DBA Alpha Capital Management | 1.20% | Reduce -16.5% | 633,029 | $8.3M |
| Consolidated Portfolio Review Corp | 0.75% | No change | 627,945 | $8.2M |
| Evergreen Capital Management LLC | 0.18% | Reduce -52.9% | 625,487 | $8.2M |
| Invesco Ltd. | 0.00% | Reduce -31.0% | 585,953 | $7.7M |
| Bank of America Corp. | 0.00% | Add +81.2% | 526,613 | $6.9M |
| Lazard Asset Management LLC | 0.01% | Add +48.3% | 525,301 | $6.9M |
| CDC Financial, Inc. | 5.65% | Reduce -12.5% | 518,091 | $6.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 512,720 | $6.7M |
| SIR Capital Management, L.P. | 0.54% | New | 442,690 | $5.8M |
| ExodusPoint Capital Management, LP | 0.06% | Add +89.4% | 434,112 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 428,502 | $5.6M |
| Quantinno Capital Management LP | 0.01% | Add +11.4% | 384,008 | $5.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.1% | 375,286 | $4.9M |
| Simcoe Capital LLC | 4.00% | Add +21.4% | 332,455 | $4.4M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -0.7% | 319,844 | $4.2M |
| Squarepoint Ops LLC | 0.01% | Add +42.8% | 305,580 | $4.0M |
| Manatuck Hill Partners, LLC | 1.30% | Add +31.3% | 302,000 | $4.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -76.1% | 292,722 | $3.8M |
| HRT Financial LP | 0.01% | New | 279,807 | $3.7M |
| Public Sector Pension Investment Board | 0.01% | Add +3.5% | 275,018 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +13.2% | 274,837 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +30.4% | 270,353 | $3.5M |
| Cullinan Associates Inc. | 0.27% | No change | 252,000 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +0.4% | 224,126 | $2.9M |
| Walleye Capital LLC | 0.02% | Add +59.5% | 198,889 | $2.6M |
| PEAK6 LLC | 0.07% | Add +209.4% | 194,243 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +22.9% | 188,728 | $2.5M |
| American Century Companies Inc. | 0.00% | Reduce -55.3% | 187,080 | $2.5M |
| Argentarii, LLC | 0.83% | Add +9.2% | 181,293 | $2.4M |
| Boston Partners | 0.00% | Reduce -12.8% | 179,765 | $2.4M |
| SG Capital Management LLC | 0.19% | New | 175,000 | $2.3M |
| Verition Fund Management LLC | 0.02% | Add +111.9% | 171,614 | $2.3M |
| Citadel Advisors | 0.00% | Add +15.6% | 171,348 | $2.2M |
| Ashford Capital Management Inc. | 0.26% | Reduce -0.1% | 162,440 | $2.1M |
| Lighthouse Investment Partners, LLC | 0.08% | Add +28.0% | 160,000 | $2.1M |
| Americana Partners, LLC | 0.05% | Add +0.4% | 151,755 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.6% | 150,708 | $2.0M |
| Nuveen, LLC | 0.00% | Reduce -4.4% | 142,416 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -48.4% | 138,556 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +224.8% | 135,980 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +105.0% | 131,207 | $1.7M |
| Orvieto Partners, L.P. | 1.47% | Add +30.0% | 130,000 | $1.7M |
| Ieq Capital, LLC | 0.01% | No change | 126,169 | $1.7M |
| Readystate Asset Management LP | 0.15% | New | 111,193 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.8% | 109,916 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -15.6% | 106,562 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.5% | 105,126 | $1.4M |
| CoreCommodity Management, LLC | 0.24% | New | 99,010 | $1.3M |
| Swiss National Bank | 0.00% | No change | 97,600 | $1.3M |
| Tidal Investments LLC | 0.00% | Add +49.0% | 97,279 | $1.3M |
| 49 Wealth Management, LLC | 0.09% | Add +69.9% | 95,844 | $1.3M |
| Beck Capital Management, LLC | 0.27% | Reduce -15.2% | 90,000 | $1.2M |
| Austin Asset Management Co Inc | 0.20% | No change | 90,000 | $1.2M |
| Barclays PLC | 0.00% | Reduce -25.8% | 89,768 | $1.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.04% | New | 89,747 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -24.2% | 89,175 | $1.2M |
| Aventail Capital Group, LP | 0.05% | New | 84,281 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +0.4% | 83,760 | $1.1M |
| Steadtrust LLC | 0.60% | No change | 80,000 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +10.6% | 76,865 | $1.0M |
| Occudo Quantitative Strategies LP | 0.05% | New | 57,916 | $1.0M |
| Orchard Capital Management, LLC | 1.28% | No change | 74,249 | $974K |
| Deutsche Bank AG | 0.00% | Add +19.6% | 73,497 | $964K |
| Cumberland Partners Ltd | 0.07% | Reduce -9.2% | 72,700 | $954K |
| Palogic Value Management, L.P. | 0.42% | Add +54.0% | 71,300 | $935K |
| Empowered Funds, LLC | 0.01% | New | 71,068 | $932K |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 69,275 | $910K |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 66,536 | $875K |
| Tactive Advisors, LLC | 0.23% | Add +98.4% | 60,932 | $799K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +161.7% | 58,801 | $771K |
| Bessemer Group Inc. | 0.00% | New | 57,845 | $759K |
"% of holder's portfolio" is AESI's weight in each manager's 13F, not the share of Atlas Energy Solutions Inc. the manager owns.