Atlas Energy Solutions Inc. - Common Stock, par value $0.01 (AESI) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01
Symbol
AESI on NYSE
Shares outstanding
123,813,670
Price per share
$11.83
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
87,679,987
Total reported value
$826,145,049
% of total 13F portfolios
0%
Share change
-1,299,673
Value change
-$21,749,645
Number of holders
228
Price from insider filings
$11.83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Atlas Energy Solutions Inc. - Common Stock, par value $0.01 (AESI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BRIGHAM BEN M 36% 0% $417,544,269 44,325,294 0% Ben M. Brigham 31 Dec 2025
BlackRock, Inc. 10% +1% $132,336,193 +$16,736,253 12,414,277 +14% BlackRock, Inc. 30 Sep 2025
SHEPARD GREGORY M 6.2% 0% $67,560,184 7,651,210 0% Gregory M. Shepard 31 Dec 2025

As of 31 Dec 2025, 228 institutional investors reported holding 87,679,987 shares of Atlas Energy Solutions Inc. - Common Stock, par value $0.01 (AESI). This represents 71% of the company’s total 123,813,670 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Atlas Energy Solutions Inc. - Common Stock, par value $0.01 (AESI) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 13,152,337 +4.9% 0% $123,895,016
VANGUARD GROUP INC 6.5% 8,008,272 +2.8% 0% $75,437,922
COOPERMAN LEON G 4.1% 5,053,474 -5.8% 1.6% $47,603,725
COOKE & BIELER LP 3.4% 4,186,243 +0.79% 0.41% $39,434,409
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.7% 3,349,507 +0.76% 0.11% $31,552,356
STATE STREET CORP 2.6% 3,242,112 +5% 0% $30,540,695
JANUS HENDERSON GROUP PLC 2.1% 2,591,672 -3% 0.01% $24,413,412
UBS Group AG 1.8% 2,170,655 +140% 0% $20,447,570
VILLERE ST DENIS J & CO LLC 1.6% 2,025,944 -8.7% 1.9% $19,084,392
MILLENNIUM MANAGEMENT LLC 1.5% 1,883,042 +3783% 0.01% $17,738,256
Pine Ridge Advisers LLC 1.5% 1,844,036 +23% 1.2% $17,370,819
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,827,688 +1.3% 0% $17,219,834
FMR LLC 1.4% 1,717,729 -57% 0% $16,181,009
FRONTIER CAPITAL MANAGEMENT CO LLC 1.3% 1,655,363 +46% 0.17% $15,593,519
DIMENSIONAL FUND ADVISORS LP 1.1% 1,334,722 -19% 0% $12,574,925
EVERGREEN CAPITAL MANAGEMENT LLC 1.1% 1,328,937 -3.8% 0.28% $12,518,584
Liontrust Investment Partners LLP 1.1% 1,310,646 -0.14% 0.18% $12,346,285
KENNEDY CAPITAL MANAGEMENT LLC 1% 1,254,992 +39% 0.25% $11,822,025
Balyasny Asset Management L.P. 0.99% 1,223,333 +1129% 0.02% $11,523,797
Nixon Capital, LLC 0.97% 1,197,828 3% $11,283,540
GOLDMAN SACHS GROUP INC 0.97% 1,195,606 +72% 0% $11,262,605
AMERIPRISE FINANCIAL INC 0.93% 1,149,655 -0.98% 0% $10,829,750
WELLINGTON MANAGEMENT GROUP LLP 0.93% 1,147,854 0% $10,812,784
Venturi Wealth Management, LLC 0.88% 1,086,254 0% 0.46% $10,232,514
Meridian Wealth Advisors, LLC 0.8% 990,958 -60% 1.3% $9,334,823

Institutional Holders of Atlas Energy Solutions Inc. - Common Stock, par value $0.01 (AESI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 87,679,987 $826,145,049 -$21,749,645 $9.42 228
2025 Q3 88,127,042 $1,002,024,916 -$46,137,535 $11.37 240
2025 Q2 91,508,616 $1,223,972,488 +$45,307,845 $13.37 256
2025 Q1 87,288,034 $1,557,099,431 +$236,692,882 $17.84 254
2024 Q4 74,828,986 $1,659,572,816 +$232,509,554 $22.18 209
2024 Q3 63,987,323 $1,394,033,997 +$128,174,892 $21.80 185
2024 Q2 58,133,648 $1,158,779,007 +$108,648,229 $19.93 173
2024 Q1 51,334,731 $1,157,579,286 +$390,453,179 $22.62 158
2023 Q4 34,296,709 $590,590,920 +$559,334,722 $17.22 117
2023 Q3 1,661,612 $36,937,634 +$36,937,634 $22.23 5