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
$9.42
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
88,127,042
Total reported value
$1,002,017,766
% of total 13F portfolios
0%
Share change
-3,355,191
Value change
-$46,684,919
Number of holders
240
Price from insider filings
$9.42
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 30 Sep 2025, 240 institutional investors reported holding 88,127,042 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 54% 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. 10% 12,536,876 +6.5% 0% $142,544,278
VANGUARD GROUP INC 6.3% 7,793,029 +3.3% 0% $88,606,741
COOPERMAN LEON G 4.3% 5,366,363 +4% 1.9% $61,015,547
COOKE & BIELER LP 3.4% 4,153,554 +29% 0.49% $47,225,909
FMR LLC 3.2% 3,979,581 +5.1% 0% $45,247,836
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.7% 3,324,340 +16% 0.12% $37,797,746
STATE STREET CORP 2.5% 3,087,084 +5.2% 0% $35,100,145
JANUS HENDERSON GROUP PLC 2.2% 2,670,658 +1% 0.01% $30,365,243
Meridian Wealth Advisors, LLC 2% 2,449,151 -1.1% 4% $27,846,852
VILLERE ST DENIS J & CO LLC 1.8% 2,219,928 +11% 2.4% $25,240,581
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,803,733 +2.1% 0% $20,510,800
Copeland Capital Management, LLC 1.4% 1,690,616 -41% 0.4% $19,222,330
DIMENSIONAL FUND ADVISORS LP 1.3% 1,646,941 -10% 0% $18,729,229
Pine Ridge Advisers LLC 1.2% 1,494,071 +23% 1.2% $16,987,587
EVERGREEN CAPITAL MANAGEMENT LLC 1.1% 1,382,120 +4.9% 0.37% $15,714,701
Cetera Investment Advisers 1.1% 1,374,173 +52% 0.02% $15,624,354
Liontrust Investment Partners LLP 1.1% 1,312,507 +22% 0.22% $14,923,205
Nuveen, LLC 1% 1,291,940 -15% 0% $14,689,358
AMERIPRISE FINANCIAL INC 0.94% 1,161,044 +40% 0% $13,201,070
FRONTIER CAPITAL MANAGEMENT CO LLC 0.92% 1,137,090 +4.1% 0.12% $12,928,713
MORGAN STANLEY 0.89% 1,104,347 +14% 0% $12,556,448
Venturi Wealth Management, LLC 0.88% 1,086,254 0% 0.57% $12,350,708
VICTORY CAPITAL MANAGEMENT INC 0.87% 1,078,706 -11% 0.01% $12,264,887
NORTHERN TRUST CORP 0.81% 1,000,623 -4.7% 0% $11,377,083
UBS Group AG 0.73% 906,125 -24% 0% $10,302,642

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 594,036 $5,653,100 +$960,317 $9.42 16
2025 Q3 88,127,042 $1,002,017,766 -$46,684,919 $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