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Institutional Ownership · SEC Form 13F

Who owns Atmos Energy (ATO)


Which tracked institutional funds hold ATO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ATO 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.

985
Institutional holders
158M
Shares held (tracked funds)
98.1%
Of shares outstanding

How the tape is positioned

175 tracked funds added or opened ATO while 276 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

ATO’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ATO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ATO 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 985 tracked filers holding ATO, 523 increased or opened the position and 487 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 ATO 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 61

  • Point72 Asset Management, L.P.$234M
  • ONTARIO TEACHERS PENSION PLAN BOARD$101M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$26M
  • MARSHALL WACE, LLP$24M
  • D. E. Shaw & Co., Inc.$22M
  • Engineers Gate Manager LP$13M

Full exits 63

  • Amundi$241M
  • COHEN & STEERS, INC.$148M
  • T. Rowe Price Investment Management, Inc.$66M
  • KBC Group NV$58M
  • Pacer Advisors, Inc.$48M
  • CANADA LIFE ASSURANCE Co$35M

Largest adds

  • Qube Research & Technologies Ltd$353M
  • AQR CAPITAL MANAGEMENT LLC$258M
  • CITADEL ADVISORS LLC$160M
  • NORGES BANK$137M
  • FMR LLC$95M
  • JANE STREET GROUP, LLC$66M

Largest trims

  • Aristotle Capital Management, LLC$893M
  • Capital Research Global Investors$481M
  • WELLINGTON MANAGEMENT GROUP LLP$200M
  • STATE STREET CORP$140M
  • VANGUARD CAPITAL MANAGEMENT LLC$108M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$103M

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added15,237,564$2.6B10.7%2026-Q2
STATE STREET CORP added11,380,060$2.0B8.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added10,885,153$1.9B7.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added9,360,135$1.6B6.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed9,185,788$1.6B6.5%2026-Q2
Capital International Investors added7,483,012$1.3B5.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added4,489,277$770M3.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed4,180,718$720M2.9%2026-Q2
Invesco Ltd. added3,173,775$547M2.2%2026-Q2
MORGAN STANLEY trimmed2,863,719$493M2.0%2026-Q2
DEUTSCHE BANK AG\ trimmed2,505,816$432M1.8%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed2,481,649$428M1.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added2,373,903$409M1.7%2026-Q2
GOLDMAN SACHS GROUP INC added2,165,784$373M1.5%2026-Q2
Qube Research & Technologies Ltd added2,136,532$368M1.5%2026-Q2
NORGES BANK added2,079,227$358M1.5%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,842,583$321M1.3%2026-Q2
CITADEL ADVISORS LLC added1,736,405$299M1.2%2026-Q2
Legal & General Group Plc trimmed1,605,373$277M1.1%2026-Q2
Capital Research Global Investors trimmed1,508,563$260M1.1%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added1,491,483$257M1.1%2026-Q2
NORTHERN TRUST CORP trimmed1,393,267$240M1.0%2026-Q2
Point72 Asset Management, L.P. new1,361,162$234M1.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,271,473$219M0.9%2026-Q2
Pictet Asset Management Holding SA added1,270,400$219M0.9%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1,204,326$207M0.8%2026-Q2
GQG Partners LLC added1,175,136$202M0.8%2026-Q2
Perpetual Ltd trimmed1,133,323$195M0.8%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,098,374$189M0.8%2026-Q2
SFMG, LLC added1,060,369$183M0.7%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,059,660$183M0.7%2026-Q2
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added999,550$172M0.7%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed998,021$172M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added936,822$161M0.7%2026-Q2
ProShare Advisors LLC trimmed924,825$159M0.7%2026-Q2
Nuveen, LLC trimmed896,066$154M0.6%2026-Q2
PNC Financial Services Group, Inc. trimmed884,648$152M0.6%2026-Q2
Bank of New York Mellon Corp trimmed877,494$151M0.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added768,834$132M0.5%2026-Q2
UBS Group AG trimmed713,094$123M0.5%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed682,414$118M0.5%2026-Q2
HSBC HOLDINGS PLC trimmed672,843$116M0.5%2026-Q2
FMR LLC added660,432$114M0.5%2026-Q2
DUFF & PHELPS INVESTMENT MANAGEMENT CO added637,725$110M0.4%2026-Q2
NEUBERGER BERMAN GROUP LLC added627,569$108M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed608,876$105M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed603,994$104M0.4%2026-Q2
ONTARIO TEACHERS PENSION PLAN BOARD new586,175$101M0.4%2026-Q2
PFA Pension, Forsikringsaktieselskab trimmed565,963$97M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed560,812$98M0.4%2026-Q2
Chevy Chase Trust Holdings, LLC added521,671$90M0.4%2026-Q2
Nilsine Partners, LLC trimmed485,268$84M0.3%2026-Q2
HUNTINGTON NATIONAL BANK added476,123$82M0.3%2026-Q2
Swiss National Bank trimmed466,600$80M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added447,900$77M0.3%2026-Q2
Clark Capital Management Group, Inc. added435,310$75M0.3%2026-Q2
EARNEST PARTNERS LLC added429,513$74M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added428,952$74M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed427,047$74M0.3%2026-Q2
Energy Income Partners, LLC added410,650$71M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added401,601$69M0.3%2026-Q2
JANE STREET GROUP, LLC added396,719$68M0.3%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added387,012$67M0.3%2026-Q2
AVIVA PLC trimmed381,486$66M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed359,072$62M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed351,786$61M0.2%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added344,472$59M0.2%2026-Q2
BENJAMIN EDWARDS INC added341,125$59M0.2%2026-Q2
JENNISON ASSOCIATES LLC trimmed337,122$58M0.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed330,298$57M0.2%2026-Q2
Capital International, Inc./CA/ trimmed316,825$55M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed291,757$50M0.2%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed288,789$50M0.2%2026-Q2
Boston Trust Walden Corp trimmed281,447$48M0.2%2026-Q2
MILLENNIUM MANAGEMENT LLC added272,772$47M0.2%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD trimmed272,224$47M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed270,808$47M0.2%2026-Q2
Quantinno Capital Management LP added268,788$46M0.2%2026-Q2
Vest Financial, LLC trimmed265,448$46M0.2%2026-Q2
BARCLAYS PLC trimmed260,209$45M0.2%2026-Q2
ROYAL LONDON ASSET MANAGEMENT LTD trimmed254,611$44M0.2%2026-Q2
Clearbridge Investments, LLC added254,286$44M0.2%2026-Q2
Munich Reinsurance Co Stock Corp in Munich251,761$43M0.2%2026-Q2
National Pension Service added250,465$43M0.2%2026-Q2
Aberdeen Group plc added241,629$42M0.2%2026-Q2
PANAGORA ASSET MANAGEMENT INC added237,071$41M0.2%2026-Q2
Bahl & Gaynor LLC trimmed236,682$41M0.2%2026-Q2
STIFEL FINANCIAL CORP added235,331$41M0.2%2026-Q2
Partners Group Holding AG trimmed230,844$40M0.2%2026-Q2
CITIGROUP INC trimmed214,158$37M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added210,342$36M0.1%2026-Q2
California Public Employees Retirement System trimmed209,558$36M0.1%2026-Q2
M&G PLC added206,179$35M0.1%2026-Q2
LPL Financial LLC added206,138$36M0.1%2026-Q2
Aventail Capital Group, LP trimmed202,896$35M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added199,427$34M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added193,220$33M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed193,061$33M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added192,607$33M0.1%2026-Q2
DEARBORN PARTNERS LLC188,269$35M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership