DaveManuel.com · Institutional Ownership · Who Owns It
ATLAS ENERGY SOLUTIONS INC (AESI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
288
Reporting holders
$1.9B
Reported value
84.7%
Of shares outstanding
6.7%
Calls
0.4%
Puts
+41
Holder change
Institutions report 105,921,262 shares against 125,003,451 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $218.8M | 13,173,130 | 0.00% | 8q | +14.6%+$27.9M |
| UBS Group AG | $166.9M incl. $103.0M options CALL | 3,842,286 | 0.02% | 11q | +62.8%+$64.4M |
| Encompass Capital Advisors LLC | $108.6M | 6,540,322 | 3.86% | 2q | -28.4%-$43.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $83.6M | 5,030,795 | 0.00% | 2q | +3.8%+$3.1M |
| STATE STREET CORP | $63.4M | 3,817,473 | 0.00% | 11q | +13.7%+$7.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $59.1M | 3,556,075 | 0.00% | 2q | +0.7%+$424.2K |
| TWO SIGMA INVESTMENTS, LP | $53.3M | 3,209,946 | 0.04% | new | NEW |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $44.0M | 2,651,438 | 0.13% | 12q | -15.8%-$8.3M |
| Ensign Peak Advisors, Inc | $41.7M | 2,508,739 | 0.07% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $36.1M | 2,173,520 | 0.03% | 9q | +16012.1%+$35.9M |
| Webs Creek Capital Management LP | $35.0M | 2,104,940 | 6.62% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $34.3M | 2,066,553 | 0.00% | 11q | +10.9%+$3.4M |
| GOLDMAN SACHS GROUP INC | $33.0M | 1,987,887 | 0.00% | 11q | +10.1%+$3.0M |
| Alyeska Investment Group, L.P. | $32.9M | 1,983,643 | 0.08% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $32.7M | 1,966,804 | 0.01% | 9q | +30.9%+$7.7M |
| Pine Ridge Advisers LLC | $30.6M | 1,844,036 | 1.85% | 10q | HELD |
| WASATCH ADVISORS LP | $30.5M | 1,834,289 | 0.20% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $27.9M | 1,678,110 | 0.01% | 6q | -31.9%-$13.1M |
| BNP PARIBAS FINANCIAL MARKETS | $27.0M | 1,623,287 | 0.01% | 10q | +148.5%+$16.1M |
| Empyrean Capital Partners, LP | $26.9M | 1,618,000 | 0.89% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $26.6M | 1,601,352 | 0.00% | 11q | +204.1%+$17.9M |
| Palo Duro Investment Partners, LP | $24.3M | 1,462,748 | 4.69% | new | NEW |
| Jupiter Topco LLC | $23.6M | 1,423,131 | 0.01% | new | FIRST |
| VILLERE ST DENIS J & CO LLC | $22.4M | 1,349,299 | 2.68% | 11q | -27.3%-$8.4M |
| MORGAN STANLEY | $21.2M | 1,273,572 | 0.00% | 11q | +40.9%+$6.1M |
| AMERIPRISE FINANCIAL INC | $20.5M | 1,231,394 | 0.00% | 7q | -9.4%-$2.1M |
| Venturi Wealth Management, LLC | $18.0M | 1,086,254 | 0.70% | 11q | HELD |
| NORTHERN TRUST CORP | $17.5M | 1,056,308 | 0.00% | 11q | +36.7%+$4.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $17.1M | 1,029,987 | 0.00% | 3q | -30.4%-$7.5M |
| FRANKLIN RESOURCES INC | $17.0M | 1,022,490 | 0.00% | 4q | -27.1%-$6.3M |
| RENAISSANCE TECHNOLOGIES LLC | $16.5M | 991,100 | 0.02% | new | NEW |
| Nixon Capital, LLC | $15.4M | 927,651 | 4.85% | 3q | -22.4%-$4.4M |
| WELLS FARGO & COMPANY/MN | $15.4M | 924,636 | 0.00% | 11q | +2708.4%+$14.8M |
| HRT FINANCIAL LP | $15.1M | 906,814 | 0.03% | 2q | +224.1%+$10.4M |
| CITIGROUP INC | $14.9M | 897,425 | 0.00% | 11q | +1748.3%+$14.1M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $13.4M | 808,922 | 0.09% | 8q | +13.4%+$1.6M |
| Meridian Wealth Advisors, LLC | $13.1M | 789,299 | 1.49% | 11q | -17.3%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.7M | 763,558 | 0.00% | 11q | +5.8%+$694.4K |
| ASHFORD CAPITAL MANAGEMENT INC | $12.7M | 762,310 | 1.36% | 9q | +369.3%+$10.0M |
| JANE STREET GROUP, LLC | $12.3M incl. $9.9M options CALL+PUT | 148,855 | 0.00% | 11q | HELD |
| CenterBook Partners LP | $10.6M | 639,169 | 0.52% | 6q | -30.9%-$4.7M |
| B & T Capital Management DBA Alpha Capital Management | $10.6M | 635,481 | 1.37% | 11q | HELD |
| Consolidated Portfolio Review Corp | $10.4M | 627,945 | 0.87% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.0M incl. $9.8M options CALL+PUT | 12,461 | 0.00% | 11q | -60.4%-$15.2M |
| CITADEL ADVISORS LLC | $9.8M incl. $3.6M options CALL+PUT | 373,417 | 0.00% | 11q | +117.9%+$5.3M |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.5M | 570,571 | 0.17% | 8q | -30.4%-$4.1M |
| CDC Financial, Inc. | $9.2M | 552,750 | 3.84% | 3q | +6.7%+$575.7K |
| D. E. Shaw & Co., Inc. | $9.1M incl. $2.5M options CALL | 395,772 | 0.00% | 2q | HELD |
| Invesco Ltd. | $8.8M | 532,220 | 0.00% | 11q | -9.2%-$892.5K |
| VANGUARD FIDUCIARY TRUST CO | $8.6M | 515,820 | 0.00% | 2q | +0.6%+$51.5K |
| Jump Financial, LLC | $8.5M | 509,860 | 0.07% | new | NEW |
| JPMORGAN CHASE & CO | $8.4M | 498,757 | 0.00% | 11q | +649.6%+$7.3M |
| LAZARD ASSET MANAGEMENT LLC | $8.0M | 483,977 | 0.01% | 10q | -7.9%-$686.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $8.0M | 483,933 | 0.14% | 11q | -22.6%-$2.4M |
| Bank of New York Mellon Corp | $7.8M | 467,494 | 0.00% | 11q | +9.1%+$647.7K |
| Assenagon Asset Management S.A. | $7.0M | 421,630 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $6.2M | 375,516 | 0.01% | 10q | -2.2%-$141.1K |
| PRINCIPAL FINANCIAL GROUP INC | $6.2M | 374,387 | 0.00% | 8q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $5.9M | 358,167 | 0.01% | new | NEW |
| Man Group plc | $5.4M | 324,209 | 0.01% | 2q | +1144.9%+$5.0M |
| Advisors Asset Management, Inc. | $5.3M | 316,304 | 0.08% | 5q | -1.1%-$58.8K |
| Balyasny Asset Management L.P. | $4.7M | 284,847 | 0.01% | 6q | -2.7%-$130.8K |
| Simcoe Capital LLC | $4.7M | 281,131 | 2.85% | 3q | -15.4%-$852.5K |
| Point72 Asset Management, L.P. | $4.7M | 280,439 | 0.01% | new | NEW |
| Trexquant Investment LP | $4.6M | 274,788 | 0.03% | new | NEW |
| Public Sector Pension Investment Board | $4.4M | 266,060 | 0.01% | 7q | -3.3%-$148.8K |
| TUDOR INVESTMENT CORP ET AL | $4.2M | 254,793 | 0.01% | new | NEW |
| CULLINAN ASSOCIATES INC | $4.2M | 252,000 | 0.32% | 10q | HELD |
| Manatuck Hill Partners, LLC | $4.2M | 250,000 | 1.38% | 3q | -17.2%-$863.7K |
| Russell Investments Group, Ltd. | $4.1M | 248,826 | 0.00% | 11q | -9.5%-$432.0K |
| BARCLAYS PLC | $3.9M | 236,412 | 0.00% | 11q | +163.4%+$2.4M |
| SIR Capital Management, L.P. | $3.8M | 231,347 | 0.44% | 2q | -47.7%-$3.5M |
| Tejara Capital Ltd | $3.8M | 231,200 | 1.58% | new | NEW |
| Nuveen, LLC | $3.8M | 225,855 | 0.00% | 6q | +58.6%+$1.4M |
| Quantbot Technologies LP | $3.6M | 215,833 | 0.14% | 7q | +490.7%+$3.0M |
| RHUMBLINE ADVISERS | $3.3M | 201,344 | 0.00% | 11q | -10.2%-$378.4K |
| AMERICAN CENTURY COMPANIES INC | $3.2M | 190,605 | 0.00% | 8q | +1.9%+$58.6K |
| PDT Partners, LLC | $3.1M | 183,871 | 0.16% | new | NEW |
| PICTON MAHONEY ASSET MANAGEMENT | $3.0M | 182,657 | 0.02% | new | NEW |
| Orvieto Partners, L.P. | $2.8M | 170,000 | 1.84% | 5q | +30.8%+$664.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.8M | 168,986 | 0.00% | 6q | -10.5%-$327.9K |
| MARSHALL WACE, LLP | $2.6M | 154,921 | 0.00% | new | NEW |
| Tidal Investments LLC | $2.5M | 152,010 | 0.00% | 5q | +56.3%+$909.1K |
| Legal & General Group Plc | $2.5M | 151,426 | 0.00% | 11q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $2.5M | 148,910 | 0.00% | 2q | +640.8%+$2.1M |
| Americana Partners, LLC | $2.5M | 148,123 | 0.06% | 11q | -2.4%-$60.3K |
| STIFEL FINANCIAL CORP | $2.3M | 137,201 | 0.00% | 10q | -1.0%-$22.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.2M | 134,682 | 0.00% | 11q | +22.5%+$411.5K |
| Argentarii, LLC | $2.2M | 181,293 | 0.65% | 4q | HELD |
| Aventail Capital Group, LP | $2.1M | 128,914 | 0.12% | 2q | +53.0%+$741.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1M | 127,599 | 0.00% | 9q | -6.2%-$139.2K |
| Integrated Wealth Concepts LLC | $2.1M | 123,892 | 0.01% | 8q | -5.6%-$121.5K |
| IMC-Chicago, LLC | $2.0M CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| SIMPLEX TRADING, LLC | $2.0M incl. $1.7M options CALL+PUT | 17,797 | 0.00% | 6q | HELD |
| GUGGENHEIM CAPITAL LLC | $2.0M | 119,219 | 0.01% | 10q | +42.3%+$589.0K |
| Ilex Capital Partners (UK) LLP | $1.9M | 116,693 | 0.04% | new | NEW |
| Palogic Value Management, L.P. | $1.9M | 114,154 | 0.31% | 11q | +60.1%+$711.8K |
| FIRST TRUST ADVISORS LP | $1.9M | 113,013 | 0.00% | 10q | -58.2%-$2.6M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.8M | 107,761 | 0.00% | 7q | +2.5%+$43.8K |
| Steadtrust LLC | $1.7M | 102,000 | 0.86% | 4q | +27.5%+$365.4K |
Showing the largest 100 of 288 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-22 | Material agreement entered | filing |
| 2026-09-24 | 2026-09-18 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 62 | $55.8M | 4,648,500 | 11 | 20 | 13 | 0.0% |
| Q2 2026 | 288 | $1.9B | 105,921,262 | 74 | 89 | 72 | 7.1% |
| Q1 2026 | 247 | $1.2B | 88,430,651 | 43 | 80 | 66 | 1.4% |
| Q4 2025 | 233 | $839.4M | 87,745,509 | 36 | 82 | 79 | 1.5% |
| Q3 2025 | 246 | $1.0B | 88,208,914 | 31 | 88 | 92 | 1.8% |
| Q2 2025 | 261 | $1.2B | 91,657,009 | 46 | 117 | 60 | 1.7% |
| Q1 2025 | 264 | $1.6B | 87,266,634 | 73 | 108 | 49 | 1.3% |
| Q4 2024 | 214 | $1.7B | 74,828,991 | 42 | 80 | 42 | 2.1% |
| Q3 2024 | 189 | $1.4B | 64,181,817 | 36 | 75 | 43 | 2.0% |
| Q2 2024 | 176 | $1.2B | 58,179,567 | 35 | 82 | 35 | 1.3% |
| Q1 2024 | 160 | $1.2B | 51,688,112 | 56 | 51 | 29 | 2.4% |
| Q4 2023 | 120 | $618.3M | 34,709,155 | 117 | 5 | 0 | 3.3% |
| Q3 2023 | 124 | $460.0M | 20,356,921 | 56 | 29 | 29 | 1.6% |
| Q2 2023 | 90 | $310.6M | 17,858,077 | 45 | 18 | 17 | 0.2% |
| Q1 2023 | 68 | $324.7M | 18,862,812 | 67 | 0 | 0 | 1.0% |