Security Snapshot

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

CUSIP: 642045108

13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

278

Shares (Excl. Options)

104,833,894

Price

$16.61

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+16,820,952
Value change
+$298,910,881
Number of holders
278
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
124,815,305
SEC-reported price per share
$10.18
Insider filing price
$10.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

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

Change

  • Holder count moved from 239 to 278 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,160,193,553 to $1,740,099,802.

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 278 institutions filings for Q2 2026.

Open SEC evidence

Security key

642045108

Latest holder period

Q2 2026

13F holders

278

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, 278 institutional investors reported holding 104,833,894 shares of Atlas Energy Solutions Inc. - Common Stock (AESI). This represents 84% of the company’s total 124,815,305 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
12
Latest
Q2 2026
Rows shown
1-12 of 12
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 104,833,894 $1,740,099,802 +$298,910,881 $16.61 278
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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