Security Snapshot

Atlas Energy Solutions Inc. - Common Stock (AESI) Institutional Ownership

CUSIP: 642045108

13F Institutional Holders and Ownership History from Q3 2023 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

281

Shares (Excl. Options)

105.65MFull value: 105,653,198 · shares · 30 Jun 2026

Price

$16.61

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+17,431,531
Value change
+$309,052,599
Number of holders
281
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
124,815,305
SEC-reported price per share
$12.01
Insider filing price
$12.01
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • AESI - Atlas Energy Solutions Inc. - Common Stock is tracked under CUSIP 642045108.
  • 281 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 239 to 281 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $1.16BFull value: $1,160,193,553 · USD · 31 Mar 2026
    to
    $1.75BFull value: $1,753,708,445 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 281 institutions filings for Q2 2026.

Open SEC evidence

Security key

642045108

13F reference period

Q2 2026

13F holders

281

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
AESI
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
Encompass Capital Advisors LLC 5.2% -30% $91,433,702 -$36,276,143 6,540,322 -28% Encompass Capital Advisors LLC 30 Jun 2026
As of 30 Jun 2026, 281 institutional investors reported holding
105.65MFull value: 105,653,198 · shares · 30 Jun 2026
shares of Atlas Energy Solutions Inc. - Common Stock (AESI). This represents 85% of the company’s total
124.82MFull value: 124,815,305 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
58%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 13,173,130 +15% 0% $218,805,695
Encompass Capital Advisors LLC 5.2% 6,540,322 -28% 4.7% $108,634,748
VANGUARD PORTFOLIO MANAGEMENT LLC 4% 5,030,795 +3.8% 0% $83,561,505
UBS Group AG 3.1% 3,842,286 +63% 0.01% $63,820,371
STATE STREET CORP 3.1% 3,817,473 +14% 0% $63,411,200
VANGUARD CAPITAL MANAGEMENT LLC 2.8% 3,556,075 +0.72% 0% $59,066,406
TWO SIGMA INVESTMENTS, LP 2.6% 3,209,946 0.04% $53,317,203
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.1% 2,651,438 -16% 0.13% $44,040,385
Ensign Peak Advisors, Inc 2% 2,508,739 0.07% $41,670,155
VOYA INVESTMENT MANAGEMENT LLC 1.7% 2,173,520 +16012% 0.03% $36,102,168
Webs Creek Capital Management LP 1.7% 2,104,940 6.6% $34,963,053
GEODE CAPITAL MANAGEMENT, LLC 1.7% 2,066,553 +11% 0% $34,331,746
GOLDMAN SACHS GROUP INC 1.6% 1,987,887 +10% 0% $33,018,803
Alyeska Investment Group, L.P. 1.6% 1,983,643 0.08% $32,948,310
DIMENSIONAL FUND ADVISORS LP 1.6% 1,966,804 +31% 0.01% $32,669,668
Pine Ridge Advisers LLC 1.5% 1,844,036 0% 1.9% $30,629,438
WASATCH ADVISORS LP 1.5% 1,834,289 0.2% $30,467,540
MILLENNIUM MANAGEMENT LLC 1.3% 1,678,110 -32% 0.02% $27,873,407
BNP PARIBAS FINANCIAL MARKETS 1.3% 1,623,287 0% 0.01% $26,962,797
Empyrean Capital Partners, LP 1.3% 1,618,000 0.95% $26,874,980
BANK OF AMERICA CORP /DE/ 1.3% 1,601,352 +204% 0% $26,598,457
Palo Duro Investment Partners, LP 1.2% 1,462,748 4.7% $24,296,244
Jupiter Topco LLC 1.1% 1,423,131 0% 0.01% $23,638,896
VILLERE ST DENIS J & CO LLC 1.1% 1,349,299 -27% 2.7% $22,411,856
MORGAN STANLEY 1% 1,273,572 +41% 0% $21,154,059

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
13
Headline period
Q2 2026
Rows shown
1-13 of 13
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 4,554,071 $54,694,639 +$12,031,798 $12.01 55
2026 Q2 105,653,198 $1,753,708,445 +$309,052,599 $16.61 281
2026 Q1 88,430,609 $1,160,193,553 +$11,635,798 $13.12 239
2025 Q4 87,677,508 $826,121,697 -$21,774,090 $9.42 231
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
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