Who owns Atlas Energy Solutions (AESI)
Which tracked institutional funds hold AESI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AESI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AESI is one-sided between 2026-Q1 and 2026-Q2: 109 added or opened and 36 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AESI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AESI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AESI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 270 tracked filers holding AESI, 164 increased or opened the position and 111 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AESI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- TWO SIGMA INVESTMENTS, LP$53M
- Ensign Peak Advisors, Inc$42M
- Webs Creek Capital Management LP$35M
- Alyeska Investment Group, L.P.$33M
- WASATCH ADVISORS LP$30M
- Empyrean Capital Partners, LP$27M
Full exits 19
- COOPERMAN LEON G$54M
- JANUS HENDERSON GROUP PLC$34M
- Liontrust Investment Partners LLP$12M
- HRT FINANCIAL LP$4M
- Walleye Capital LLC$3M
- PEAK6 LLC$3M
Largest adds
- BlackRock, Inc.$68M
- VOYA INVESTMENT MANAGEMENT LLC$36M
- UBS Group AG$33M
- VANGUARD PORTFOLIO MANAGEMENT LLC$20M
- BANK OF AMERICA CORP /DE/$20M
- STATE STREET CORP$19M
Largest trims
- COOKE & BIELER LP$33M
- Encompass Capital Advisors LLC$11M
- ExodusPoint Capital Management, LP$5M
- MILLENNIUM MANAGEMENT LLC$4M
- Squarepoint Ops LLC$3M
- SIR Capital Management, L.P.$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,173,130 | $219M | 13.0% | 2026-Q2 |
| Encompass Capital Advisors LLC trimmed | 6,540,322 | $109M | 6.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,030,795 | $84M | 5.0% | 2026-Q2 |
| UBS Group AG added | 3,842,286 | $64M | 3.8% | 2026-Q2 |
| STATE STREET CORP added | 3,817,473 | $63M | 3.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,556,075 | $59M | 3.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,209,946 | $53M | 3.2% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 2,651,438 | $44M | 2.6% | 2026-Q2 |
| Ensign Peak Advisors, Inc new | 2,508,739 | $42M | 2.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 2,173,520 | $36M | 2.1% | 2026-Q2 |
| Webs Creek Capital Management LP new | 2,104,940 | $35M | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,066,553 | $34M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,987,887 | $33M | 2.0% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 1,983,643 | $33M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,966,804 | $33M | 1.9% | 2026-Q2 |
| Pine Ridge Advisers LLC | 1,844,036 | $31M | 1.8% | 2026-Q2 |
| WASATCH ADVISORS LP new | 1,834,289 | $30M | 1.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,678,110 | $28M | 1.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,623,287 | $27M | 1.6% | 2026-Q2 |
| Empyrean Capital Partners, LP new | 1,618,000 | $27M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,601,352 | $27M | 1.6% | 2026-Q2 |
| Palo Duro Investment Partners, LP new | 1,462,748 | $24M | 1.4% | 2026-Q2 |
| Jupiter Topco LLC new | 1,423,131 | $24M | 1.4% | 2026-Q2 |
| VILLERE ST DENIS J & CO LLC trimmed | 1,349,299 | $22M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,273,572 | $21M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,231,394 | $20M | 1.2% | 2026-Q2 |
| Venturi Wealth Management, LLC | 1,086,254 | $18M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,056,308 | $18M | 1.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,029,987 | $17M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,022,490 | $17M | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 991,100 | $16M | 1.0% | 2026-Q2 |
| Nixon Capital, LLC trimmed | 927,651 | $15M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 924,636 | $15M | 0.9% | 2026-Q2 |
| CITIGROUP INC added | 897,425 | $15M | 0.9% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 808,922 | $13M | 0.8% | 2026-Q2 |
| Meridian Wealth Advisors, LLC trimmed | 789,299 | $13M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 763,558 | $13M | 0.8% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC added | 762,310 | $13M | 0.8% | 2026-Q2 |
| CenterBook Partners LP trimmed | 639,169 | $11M | 0.6% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management added | 635,481 | $11M | 0.6% | 2026-Q2 |
| Consolidated Portfolio Review Corp | 627,945 | $10M | 0.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 570,571 | $9M | 0.6% | 2026-Q2 |
| CDC Financial, Inc. added | 552,750 | $9M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 532,220 | $9M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 515,820 | $9M | 0.5% | 2026-Q2 |
| Jump Financial, LLC added | 509,860 | $8M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 498,757 | $8M | 0.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 483,977 | $8M | 0.5% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 483,933 | $8M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 467,494 | $8M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 395,772 | $7M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 375,516 | $6M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 374,387 | $6M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 373,417 | $6M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. new | 358,167 | $6M | 0.4% | 2026-Q2 |
| Man Group plc added | 324,209 | $5M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 316,304 | $5M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 284,847 | $5M | 0.3% | 2026-Q2 |
| Simcoe Capital LLC trimmed | 281,131 | $5M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 280,439 | $5M | 0.3% | 2026-Q2 |
| Trexquant Investment LP new | 274,788 | $5M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 266,060 | $4M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 254,793 | $4M | 0.3% | 2026-Q2 |
| CULLINAN ASSOCIATES INC | 252,000 | $4M | 0.2% | 2026-Q2 |
| Manatuck Hill Partners, LLC trimmed | 250,000 | $4M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 248,826 | $4M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 236,412 | $4M | 0.2% | 2026-Q2 |
| SIR Capital Management, L.P. trimmed | 231,347 | $4M | 0.2% | 2026-Q2 |
| Tejara Capital Ltd new | 231,200 | $4M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 225,855 | $4M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 215,833 | $4M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 210,815 | $4M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 201,344 | $3M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 190,605 | $3M | 0.2% | 2026-Q2 |
| PDT Partners, LLC new | 183,871 | $3M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT new | 182,657 | $3M | 0.2% | 2026-Q2 |
| Argentarii, LLC | 181,293 | $2M | 0.1% | 2026-Q2 |
| Orvieto Partners, L.P. added | 170,000 | $3M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 168,986 | $3M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 154,921 | $3M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 152,010 | $3M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 151,426 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 148,910 | $2M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 148,855 | $2M | 0.1% | 2026-Q2 |
| Americana Partners, LLC trimmed | 148,123 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 137,201 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 134,682 | $2M | 0.1% | 2026-Q2 |
| Aventail Capital Group, LP added | 128,914 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 127,599 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 123,892 | $2M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 119,219 | $2M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP added | 116,693 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 113,013 | $2M | 0.1% | 2026-Q2 |
| Steadtrust LLC added | 102,000 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 100,200 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 96,935 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 91,110 | $2M | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 88,688 | $1M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 88,434 | $1M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP new | 87,173 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.