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Atlas Energy Solutions Inc (AESI)

CUSIP: 642045108 | NYSE | Energy · Oil & Gas Equipment & Services | Small Cap | 518 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AEncompass Capital Advisors LLC
with Encompass Capital Partners LLC
6,540,3225.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/ABen M. Brigham
with Anne and Bud Oil & Gas Vested LLC, Anne and Bud Oil & Gas Unvested LLC, Bcfp GP, LLC, +1 more

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,879,238
0.0% of portfolio›$34.6M
Wasatch Advisors LP2,156,093
0.2% of portfolio›$25.9M
Villere ST Denis J & Co LLC1,268,651
2.0% of portfolio›$15.2M
CenterBook Partners LP1,180,943
0.7% of portfolio›$14.2M
Citigroup Inc1,101,549
0.0% of portfolio›$13.2M
Cushing Asset Management, LP dba NXG Investment Management832,000
0.5% of portfolio›$10.0M
Evergreen Capital Management LLC546,054
0.1% of portfolio›$6.6M
Bank of New York Mellon Corp462,340
0.0% of portfolio›$5.6M
Principal Financial Group Inc394,308
0.0% of portfolio›$4.7M
Simcoe Capital LLC344,025
2.8% of portfolio›$4.1M
Cullinan Associates Inc252,000
0.2% of portfolio›$3.0M
Argentarii, LLC187,384
0.7% of portfolio›$2.3M
Wilson Asset Management (International) PTY LTD170,000
0.6% of portfolio›$2.0M
Americana Partners, LLC148,461
0.0% of portfolio›$1.8M
New York State Teachers Retirement System107,861
0.0% of portfolio›$1.3K
Tactive Advisors, LLC60,676
0.2% of portfolio›$728.7K
Sumitomo Mitsui Trust Group, Inc.58,801
0.0% of portfolio›$706.2K
Thrivent Financial for Lutherans52,473
0.0% of portfolio›$630
Austin Asset Management Co Inc50,000
0.1% of portfolio›$600.5K
Creative Planning47,913
0.0% of portfolio›$575.4K
Simplex Trading, LLC40,275
0.0% of portfolio›$483.7K
Louisiana State Employees Retirement System35,100
0.0% of portfolio›$421.6K
Central Pacific Bank - Trust Division30,472
0.0% of portfolio›$366.0K
Greenleaf Trust30,373
0.0% of portfolio›$364.8K
Pavaki Capital Management LLC30,000
0.1% of portfolio›$360.3K
Citizens Financial Group Inc22,931
0.0% of portfolio›$275.4K
Amalgamated Bank21,396
0.0% of portfolio›$257
Yousif Capital Management, LLC20,857
0.0% of portfolio›$250.5K
State of Alaska, Department of Revenue19,903
0.0% of portfolio›$238
Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,439
0.0% of portfolio›$233.5K
Oppenheimer & Co Inc19,346
0.0% of portfolio›$232.3K
Oregon Public Employees Retirement Fund18,500
0.0% of portfolio›$222.2K
Maryland State Retirement & Pension System18,167
0.0% of portfolio›$218.2K
Fifth Third Bancorp18,002
0.0% of portfolio›$216.2K
Profund Advisors LLC17,033
0.0% of portfolio›$204.6K
Lyell Wealth Management, LP14,766
0.0% of portfolio›$177.3K
First Citizens Bank & Trust Co14,143
0.0% of portfolio›$169.9K
Arizona State Retirement System14,082
0.0% of portfolio›$169.1K
Lido Advisors, LLC13,377
0.0% of portfolio›$160.7K
Wealth Enhancement Advisory Services, LLC12,913
0.0% of portfolio›$157.0K
ProShare Advisors LLC11,360
0.0% of portfolio›$136.4K
Imc-Chicago, LLC10,442
0.0% of portfolio›$125.4K
Commonwealth Equity Services, LLC10,299
0.0% of portfolio›$123.7K
Abel Hall, LLC10,215
0.0% of portfolio›$122.7K
State of Wyoming8,279
0.0% of portfolio›$99.4K
Bayforest Capital Ltd6,977
0.1% of portfolio›$83.8K
Caitong International Asset Management Co., Ltd5,076
0.0% of portfolio›$61.0K
Gamma Investing LLC4,992
0.0% of portfolio›$60.0K
Arlington Trust Co LLC2,458
0.0% of portfolio›$29.5K
Larson Financial Group LLC1,809
0.0% of portfolio›$21.7K
Nisa Investment Advisors, LLC1,743
0.0% of portfolio›$20.9K
US Bancorp \de\1,704
0.0% of portfolio›$20.5K
Sterling Capital Management LLC1,613
0.0% of portfolio›$19.4K
Tsfg, LLC1,525
0.0% of portfolio›$18
Pinnacle Wealth Planning Services, Inc.1,344
0.0% of portfolio›$16.1K
SBI Securities Co., Ltd.1,091
0.0% of portfolio›$13.1K
Signaturefd, LLC1,033
0.0% of portfolio›$12.4K
Rydar Equities, Inc.1,000
0.0% of portfolio›$12.5K
Versant Capital Management, Inc892
0.0% of portfolio›$10.7K
Farther Finance Advisors, LLC672
0.0% of portfolio›$8.1K
Salomon & Ludwin, LLC617
0.0% of portfolio›$7.4K
Hurley Capital, LLC562
0.0% of portfolio›$6.8K
Parallel Advisors, LLC512
0.0% of portfolio›$6.1K
Root Financial Partners, LLC441
0.0% of portfolio›$5.3K
EverSource Wealth Advisors, LLC423
0.0% of portfolio›$5.1K
City State Bank300
0.0% of portfolio›$3.6K
Financial Consulate, Inc291
0.0% of portfolio›$3.5K
Lanark Financial, Inc.250
0.0% of portfolio›$3.0K
Dhjj Financial Advisors, Ltd.247
0.0% of portfolio›$3.0K
Blue Trust, Inc.203
0.0% of portfolio›$2.4K
Fortitude Family Office, LLC154
0.0% of portfolio›$1.9K
SJS Investment Consulting Inc.122
0.0% of portfolio›$1.5K
Harbor Capital Advisors, Inc.117
0.0% of portfolio›$1
UMB Private Wealth Management, LLC104
0.0% of portfolio›$1.2K
Essential Partners LLC102
0.0% of portfolio›$1.2K
IFP Advisors, Inc88
0.0% of portfolio›$1.1K
Central Trust Co72
0.0% of portfolio›$865
Farmers & Merchants Investments Inc69
0.0% of portfolio›$829
Ascentis Wealth Management, LLC54
0.0% of portfolio›$648
Parkside Financial Bank & Trust53
0.0% of portfolio›$638
Mascoma Wealth Management LLC38
0.0% of portfolio›$456
WPG Advisers, LLC35
0.0% of portfolio›$420
Cedar Mountain Advisors, LLC35
0.0% of portfolio›$420
Capital Advisors, Ltd. LLC31
0.0% of portfolio›$0
Assetmark, Inc29
0.0% of portfolio›$348
JFS Wealth Advisors, LLC28
0.0% of portfolio›$337
Proathlete Wealth Management LLC24
0.0% of portfolio›$288
Valley National Advisers Inc21
0.0% of portfolio›$253
Gilpin Wealth Management, LLC21
0.0% of portfolio›$253
Covestor Ltd17
0.0% of portfolio›$0
Silver Grove Financial Group, Inc.13
0.0% of portfolio›$156
CoreCap Advisors, LLC10
0.0% of portfolio›$120
Davis Capital Management8
0.0% of portfolio›$96
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,879,238$34.6M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
2,156,093$25.9M0.2%GARPMediumSalt Lake City, UT2026-10-13
Villere ST Denis J & Co LLC
1,268,651$15.2M2.0%ValueVery LowNew Orleans, LA2026-11-04
CenterBook Partners LP
1,180,943$14.2M0.7%ValueVery HighGreenwich, CT2026-11-02
Citigroup Inc
1,101,549$13.2M0.0%CoreMediumNew York, NY2026-11-04
Cushing Asset Management, LP dba NXG Investment Management
832,000$10.0M0.5%YieldMediumDallas, TX2026-10-26
Evergreen Capital Management LLC
546,054$6.6M0.1%GARPMediumBellevue, WA2026-10-23
Bank of New York Mellon Corp
462,340$5.6M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
394,308$4.7M0.0%CoreLowDes Moines, IA2026-11-02
Simcoe Capital LLC
344,025$4.1M2.8%YieldHighSpokane, WA2026-11-05
Cullinan Associates Inc
252,000$3.0M0.2%CoreLowLouisville, KY2026-11-03
Argentarii, LLC
187,384$2.3M0.7%GrowthLowCincinnati, OH2026-10-28
Wilson Asset Management (International) PTY LTD
170,000$2.0M0.6%CoreHighSydney, China2026-10-26
Americana Partners, LLC
148,461$1.8M0.0%CoreMediumHouston, TX2026-10-28
New York State Teachers Retirement System
107,861$1.3K0.0%CoreVery LowAlbany, NY2026-10-22
Tactive Advisors, LLC
60,676$728.7K0.2%ETFHighJacksonville, FL2026-10-08
Sumitomo Mitsui Trust Group, Inc.
58,801$706.2K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Thrivent Financial for Lutherans
52,473$6300.0%GARPMediumMinneapolis, MN2026-11-05
Austin Asset Management Co Inc
50,000$600.5K0.1%ETFVery LowAustin, TX2026-10-29
Creative Planning
47,913$575.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Simplex Trading, LLC
40,275$483.7K0.0%CoreVery HighChicago, IL2026-11-04
Louisiana State Employees Retirement System
35,100$421.6K0.0%IndexLowBaton Rouge, LA2026-10-20
Central Pacific Bank - Trust Division
30,472$366.0K0.0%CoreMediumHonolulu, HI2026-10-06
Greenleaf Trust
30,373$364.8K0.0%CoreLowKalamazoo, MI2026-10-29
Pavaki Capital Management LLC
30,000$360.3K0.1%GARPMediumPueblo, CO2026-10-26
Citizens Financial Group Inc
22,931$275.4K0.0%GrowthLowProvidence, RI2026-10-23
Amalgamated Bank
21,396$2570.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
20,857$250.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of Alaska, Department of Revenue
19,903$2380.0%CoreVery LowJuneau, AK2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
19,439$233.5K0.0%CoreLowHarrisburg, PA2026-11-03
Oppenheimer & Co Inc
19,346$232.3K0.0%CoreLowNew York, NY2026-10-26
Oregon Public Employees Retirement Fund
18,500$222.2K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
18,167$218.2K0.0%IndexVery LowBaltimore, MD2026-11-05
Fifth Third Bancorp
18,002$216.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Profund Advisors LLC
17,033$204.6K0.0%GrowthLowBethesda, MD2026-10-29
Lyell Wealth Management, LP
14,766$177.3K0.0%GrowthLowMenlo Park, CA2026-10-30
First Citizens Bank & Trust Co
14,143$169.9K0.0%CoreMediumRaleigh, NC2026-10-14
Arizona State Retirement System
14,082$169.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Lido Advisors, LLC
13,377$160.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
12,913$157.0K0.0%CoreLowPlymouth, MN2026-10-13
ProShare Advisors LLC
11,360$136.4K0.0%GrowthLowBethesda, MD2026-10-29
Imc-Chicago, LLC
10,442$125.4K0.0%GARPVery HighChicago, IL2026-11-05
Commonwealth Equity Services, LLC
10,299$123.7K0.0%ETFLowWaltham, MA2026-11-02
Abel Hall, LLC
10,215$122.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
State of Wyoming
8,279$99.4K0.0%ValueHighCheyenne, WY2026-10-28
Bayforest Capital Ltd
6,977$83.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Caitong International Asset Management Co., Ltd
5,076$61.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
4,992$60.0K0.0%IndexVery LowFoster City, CA2026-10-08
Arlington Trust Co LLC
2,458$29.5K0.0%ETFMediumBirmingham, AL2026-10-20
Larson Financial Group LLC
1,809$21.7K0.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
1,743$20.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
US Bancorp \de\
1,704$20.5K0.0%IndexLowMinneapolis, MN2026-11-05
Sterling Capital Management LLC
1,613$19.4K0.0%GARPMediumCharlotte, NC2026-10-22
Tsfg, LLC
1,525$180.0%ETFLowLake Forest, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,344$16.1K0.0%GARPLowMansfield, OH2026-10-27
SBI Securities Co., Ltd.
1,091$13.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signaturefd, LLC
1,033$12.4K0.0%IndexLowAtlanta, GA2026-10-23
Rydar Equities, Inc.
1,000$12.5K0.0%CoreVery LowWeatherford, TX2026-10-13
Versant Capital Management, Inc
892$10.7K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
672$8.1K0.0%IndexLowSan Francisco, CA2026-10-08
Salomon & Ludwin, LLC
617$7.4K0.0%ETFVery LowRichmond, VA2026-10-29
Hurley Capital, LLC
562$6.8K0.0%GARPMediumNew York, NY2026-11-05
Parallel Advisors, LLC
512$6.1K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
441$5.3K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
423$5.1K0.0%CoreMediumBirmingham, AL2026-11-04
City State Bank
300$3.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Financial Consulate, Inc
291$3.5K0.0%ETFLowHunt Valley, MD2026-10-23
Lanark Financial, Inc.
250$3.0K0.0%CoreMediumBirmingham, AL2026-10-26
Dhjj Financial Advisors, Ltd.
247$3.0K0.0%ETFVery LowNaperville, IL2026-10-23
Blue Trust, Inc.
203$2.4K0.0%ETFLowBrentwood, TN2026-10-15
Fortitude Family Office, LLC
154$1.9K0.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
122$1.5K0.0%ETFVery LowSylvania, OH2026-10-26
Harbor Capital Advisors, Inc.
117$10.0%ValueHighChicago, IL2026-10-22
UMB Private Wealth Management, LLC
104$1.2K0.0%GrowthN/AKansas City, MO2026-10-19
Essential Partners LLC
102$1.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
88$1.1K0.0%GrowthLowTampa, FL2026-10-16
Central Trust Co
72$8650.0%CoreLowJefferson City, MO2026-11-05
Farmers & Merchants Investments Inc
69$8290.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
54$6480.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
53$6380.0%CoreVery LowSaint Louis, MO2026-10-27
Mascoma Wealth Management LLC
38$4560.0%ETFVery LowHanover, NH2026-10-23
WPG Advisers, LLC
35$4200.0%CoreLowBaltimore, MD2026-10-27
Cedar Mountain Advisors, LLC
35$4200.0%ETFVery LowLake Oswego, OR2026-10-15
Capital Advisors, Ltd. LLC
31$00.0%ETFLowShaker Heights, OH2026-10-27
Assetmark, Inc
29$3480.0%ETFLowConcord, CA2026-10-21
JFS Wealth Advisors, LLC
28$3370.0%ETFVery LowHermitage, PA2026-11-03
Proathlete Wealth Management LLC
24$2880.0%ETFVery LowBoca Raton, FL2026-10-15
Valley National Advisers Inc
21$2530.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
21$2530.0%GrowthLowDenver, CO2026-10-09
Covestor Ltd
17$00.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
13$1560.0%CoreMediumOrchard Park, NY2026-11-05
CoreCap Advisors, LLC
10$1200.0%ETFMediumSouthfield, MI2026-10-08
Davis Capital Management
8$960.0%CoreLowJacksonville, FL2026-10-08
44,325,294
35.8%
Unchanged
Dec 31, 2025
No 13F filer matched
13D/AGregory M. Shepard7,651,2106.2%UnchangedDec 31, 2025No 13F filer matched
13G/AEncompass Capital Advisors LLC6,540,322
5.2% of class · Jun 30, 2026New 5%+ stake
with Encompass Capital Partners LLC
No 13F filer matched
13D/ABen M. Brigham44,325,294
35.8% of class · Dec 31, 2025Unchanged
with Anne and Bud Oil & Gas Vested LLC, Anne and Bud Oil & Gas Unvested LLC, Bcfp GP, LLC, +1 more
No 13F filer matched
13D/AGregory M. Shepard7,651,210
6.2% of class · Dec 31, 2025Unchanged
No 13F filer matched