Atlas Energy Solutions Inc. (AESI) — Institutional Holders, Q2 2026

285 institutional investment managers reported a AESI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AESI stock profile

AESI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

TWO SIGMA INVESTMENTSNew · +3,209,946 sh+$53.3M
Ensign Peak AdvisorsNew · +2,508,739 sh+$41.7M
VOYA INVESTMENT MANAGEMENTNew · +2,173,520 sh+$36.1M
Webs Creek Capital ManagementNew · +2,104,940 sh+$35.0M
Alyeska Investment Group, L.P.New · +1,983,643 sh+$32.9M

Biggest sellers

COOPERMAN LEON GSold out · -4,083,175 sh-$67.8M
Encompass Capital AdvisorsTrimmed · -2,594,860 sh-$43.1M
COOKE & BIELERTrimmed · -2,494,964 sh-$41.4M
Liontrust Investment Partners LLPSold out · -1,310,646 sh-$21.8M
MILLENNIUM MANAGEMENTTrimmed · -786,117 sh-$13.1M

AESI 13F holders ranked 1–100 of 285

Institutional investors reporting a position in Atlas Energy Solutions Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 13,173,130 sh	13,173,130	$218.8M	<0.01%	+14.6%
2	Encompass Capital Advisors#2 · 6,540,322 sh	6,540,322	$108.6M	3.86%	-28.4%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 5,030,795 sh	5,030,795	$83.6M	<0.01%	+3.8%
4	UBS Group AG#4 · 3,842,286 sh	3,842,286	$63.8M	<0.01%	+62.8%
5	STATE STREET#5 · 3,817,473 sh	3,817,473	$63.4M	<0.01%	+13.7%
6	VANGUARD CAPITAL MANAGEMENT#6 · 3,556,075 sh	3,556,075	$59.1M	<0.01%	+0.7%
7	TWO SIGMA INVESTMENTS#7 · 3,209,946 sh	3,209,946	$53.3M	0.04%	New
8	BARROW HANLEY MEWHINNEY & STRAUSS#8 · 2,651,438 sh	2,651,438	$44.0M	0.13%	-15.8%
9	Ensign Peak Advisors#9 · 2,508,739 sh	2,508,739	$41.7M	0.07%	New
10	VOYA INVESTMENT MANAGEMENT#10 · 2,173,520 sh	2,173,520	$36.1M	0.03%	New
11	Webs Creek Capital Management#11 · 2,104,940 sh	2,104,940	$35.0M	6.62%	New
12	GEODE CAPITAL MANAGEMENT#12 · 2,066,553 sh	2,066,553	$34.3M	<0.01%	+10.9%
13	GOLDMAN SACHS GROUP#13 · 1,987,887 sh	1,987,887	$33.0M	<0.01%	+10.1%
14	Alyeska Investment Group, L.P.#14 · 1,983,643 sh	1,983,643	$32.9M	0.08%	New
15	DIMENSIONAL FUND ADVISORS#15 · 1,966,804 sh	1,966,804	$32.7M	<0.01%	+30.9%
16	Pine Ridge Advisers#16 · 1,844,036 sh	1,844,036	$30.6M	1.85%	0.0%
17	WASATCH ADVISORS#17 · 1,834,289 sh	1,834,289	$30.5M	—	New
18	MILLENNIUM MANAGEMENT#18 · 1,678,110 sh	1,678,110	$27.9M	0.01%	-31.9%
19	BNP PARIBAS FINANCIAL MARKETS#19 · 1,623,287 sh	1,623,287	$27.0M	<0.01%	+148.5%
20	Empyrean Capital Partners#20 · 1,618,000 sh	1,618,000	$26.9M	0.89%	New
21	BANK OF AMERICA#21 · 1,601,352 sh	1,601,352	$26.6M	<0.01%	+204.1%
22	Palo Duro Investment Partners#22 · 1,462,748 sh	1,462,748	$24.3M	4.69%	New
23	Jupiter Topco#23 · 1,423,131 sh	1,423,131	$23.6M	<0.01%	—
24	VILLERE ST DENIS J#24 · 1,349,299 sh	1,349,299	$22.4M	2.68%	-27.3%
25	MORGAN STANLEY#25 · 1,273,572 sh	1,273,572	$21.2M	<0.01%	+40.9%
26	AMERIPRISE FINANCIAL#26 · 1,231,394 sh	1,231,394	$20.5M	<0.01%	-9.4%
27	Venturi Wealth Management#27 · 1,086,254 sh	1,086,254	$18.0M	0.70%	0.0%
28	NORTHERN#28 · 1,056,308 sh	1,056,308	$17.5M	<0.01%	+36.7%
29	WELLINGTON MANAGEMENT GROUP LLP#29 · 1,029,987 sh	1,029,987	$17.1M	<0.01%	-30.4%
30	FRANKLIN RESOURCES#30 · 1,022,490 sh	1,022,490	$17.0M	<0.01%	-27.1%
31	RENAISSANCE TECHNOLOGIES#31 · 991,100 sh	991,100	$16.5M	0.02%	New
32	Nixon Capital#32 · 927,651 sh	927,651	$15.4M	4.85%	-22.4%
33	WELLS FARGO & COMPANY#33 · 924,636 sh	924,636	$15.4M	<0.01%	+2708.4%
34	HRT FINANCIAL#34 · 906,814 sh	906,814	$15.1M	0.04%	+224.1%
35	CITIGROUP#35 · 897,425 sh	897,425	$14.9M	<0.01%	+1748.3%
36	SILVERCREST ASSET MANAGEMENT GROUP#36 · 808,922 sh	808,922	$13.4M	0.09%	+13.4%
37	Meridian Wealth Advisors#37 · 789,299 sh	789,299	$13.1M	1.49%	-17.3%
38	CHARLES SCHWAB INVESTMENT MANAGEMENT#38 · 763,558 sh	763,558	$12.7M	<0.01%	+5.8%
39	ASHFORD CAPITAL MANAGEMENT#39 · 762,310 sh	762,310	$12.7M	1.36%	+369.3%
40	CenterBook Partners#40 · 639,169 sh	639,169	$10.6M	0.52%	-30.9%
41	B & T Capital Management DBA Alpha Capital Management#41 · 635,481 sh	635,481	$10.6M	1.37%	+0.4%
42	Consolidated Portfolio Review#42 · 627,945 sh	627,945	$10.4M	0.87%	0.0%
43	KENNEDY CAPITAL MANAGEMENT#43 · 570,571 sh	570,571	$9.5M	0.17%	-30.4%
44	CDC Financial#44 · 552,750 sh	552,750	$9.2M	3.84%	+6.7%
45	Invesco Ltd.#45 · 532,220 sh	532,220	$8.8M	<0.01%	-9.2%
46	VANGUARD FIDUCIARY#46 · 515,820 sh	515,820	$8.6M	<0.01%	+0.6%
47	Jump Financial#47 · 509,860 sh	509,860	$8.5M	0.07%	New
48	JPMORGAN CHASE#48 · 498,757 sh	498,757	$8.4M	<0.01%	+649.6%
49	LAZARD ASSET MANAGEMENT#49 · 483,977 sh	483,977	$8.0M	0.01%	-7.9%
50	EVERGREEN CAPITAL MANAGEMENT#50 · 483,933 sh	483,933	$8.0M	—	-22.6%
51	Bank of New York Mellon#51 · 467,494 sh	467,494	$7.8M	<0.01%	+9.1%
52	D. E. Shaw#52 · 395,772 sh	395,772	$6.6M	<0.01%	New
53	Quantinno Capital Management#53 · 375,516 sh	375,516	$6.2M	<0.01%	-2.2%
54	PRINCIPAL FINANCIAL GROUP#54 · 374,387 sh	374,387	$6.2M	<0.01%	-0.2%
55	CITADEL ADVISORS#55 · 373,417 sh	373,417	$6.2M	<0.01%	+117.9%
56	Connor, Clark & Lunn Investment Management Ltd.#56 · 358,167 sh	358,167	$5.9M	0.01%	New
57	Man Group plc#57 · 324,209 sh	324,209	$5.4M	<0.01%	+1144.9%
58	Advisors Asset Management#58 · 316,304 sh	316,304	$5.3M	0.08%	-1.1%
59	BALYASNY ASSET MANAGEMENT L.P.#59 · 284,847 sh	284,847	$4.7M	<0.01%	-2.7%
60	Simcoe Capital#60 · 281,131 sh	281,131	$4.7M	2.85%	-15.4%
61	Point72 Asset Management, L.P.#61 · 280,439 sh	280,439	$4.7M	<0.01%	New
62	Trexquant Investment#62 · 274,788 sh	274,788	$4.6M	0.03%	New
63	PUBLIC SECTOR PENSION INVESTMENT BOARD#63 · 266,060 sh	266,060	$4.4M	0.01%	-3.3%
64	TUDOR INVESTMENT ET AL#64 · 254,793 sh	254,793	$4.2M	<0.01%	New
65	CULLINAN ASSOCIATES#65 · 252,000 sh	252,000	$4.2M	0.32%	0.0%
66	Manatuck Hill Partners#66 · 250,000 sh	250,000	$4.2M	1.38%	-17.2%
67	Russell Investments Group, Ltd.#67 · 248,826 sh	248,826	$4.1M	<0.01%	-9.5%
68	BARCLAYS PLC#68 · 236,412 sh	236,412	$3.9M	<0.01%	+163.4%
69	SIR Capital Management, L.P.#69 · 231,347 sh	231,347	$3.8M	0.44%	-47.7%
70	Tejara Capital Ltd#70 · 231,200 sh	231,200	$3.8M	1.58%	New
71	Nuveen#71 · 225,855 sh	225,855	$3.8M	<0.01%	+58.6%
72	Quantbot Technologies#72 · 215,833 sh	215,833	$3.6M	0.14%	+490.7%
73	Assenagon Asset Management S.A.#73 · 210,815 sh	210,815	$3.5M	—	New
74	RHUMBLINE ADVISERS#74 · 201,344 sh	201,344	$3.3M	<0.01%	-10.2%
75	AMERICAN CENTURY COMPANIES#75 · 190,605 sh	190,605	$3.2M	<0.01%	+1.9%
76	PDT Partners#76 · 183,871 sh	183,871	$3.1M	0.16%	New
77	PICTON MAHONEY ASSET MANAGEMENT#77 · 182,657 sh	182,657	$3.0M	0.02%	New
78	Orvieto Partners, L.P.#78 · 170,000 sh	170,000	$2.8M	1.84%	+30.8%
79	Universal- Beteiligungs- und Servicegesellschaft mbH#79 · 168,986 sh	168,986	$2.8M	<0.01%	-10.5%
80	MARSHALL WACE, LLP#80 · 154,921 sh	154,921	$2.6M	<0.01%	New
81	Toroso Investments#81 · 152,010 sh	152,010	$2.5M	<0.01%	+56.3%
82	Legal & General Group Plc#82 · 151,426 sh	151,426	$2.5M	<0.01%	+0.5%
83	AQR CAPITAL MANAGEMENT#83 · 148,910 sh	148,910	$2.5M	<0.01%	+640.8%
84	JANE STREET GROUP#84 · 148,855 sh	148,855	$2.5M	<0.01%	New
85	Americana Partners#85 · 148,123 sh	148,123	$2.5M	0.06%	-2.4%
86	STIFEL FINANCIAL#86 · 137,201 sh	137,201	$2.3M	<0.01%	-1.0%
87	PRICE T ROWE ASSOCIATES#87 · 134,682 sh	134,682	$2.2M	<0.01%	+22.5%
88	Argentarii#88 · 181,293 sh	181,293	$2.2M	0.66%	0.0%
89	Aventail Capital Group#89 · 128,914 sh	128,914	$2.1M	0.12%	+53.0%
90	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#90 · 127,599 sh	127,599	$2.1M	<0.01%	-6.2%
91	Integrated Wealth Concepts#91 · 123,892 sh	123,892	$2.1M	0.01%	-5.6%
92	GUGGENHEIM CAPITAL#92 · 119,219 sh	119,219	$2.0M	0.01%	+42.3%
93	Ilex Capital Partners (UK) LLP#93 · 116,693 sh	116,693	$1.9M	0.04%	New
94	FIRST ADVISORS#94 · 113,013 sh	113,013	$1.9M	<0.01%	-58.2%
95	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#95 · 107,761 sh	107,761	$1.8M	—	+2.5%
96	Steadtrust#96 · 102,000 sh	102,000	$1.7M	0.86%	+27.5%
97	Swiss National Bank#97 · 100,200 sh	100,200	$1.7M	<0.01%	+2.7%
98	Schonfeld Strategic Advisors#98 · 96,935 sh	96,935	$1.6M	<0.01%	New
99	DEUTSCHE BANK AG\#99 · 91,110 sh	91,110	$1.5M	<0.01%	+24.0%
100	Boston Partners#100 · 88,688 sh	88,688	$1.5M	<0.01%	-50.7%

Funds that sold out of AESI in Q2 2026 (30)

Held AESI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AESI in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
COOPERMAN LEON G4,083,175 sh	4,083,175	$53.6M
Liontrust Investment Partners LLP1,310,646 sh	1,310,646	$12.3M
Walleye Capital198,889 sh	198,889	$2.6M
PEAK6194,243 sh	194,243	$2.5M
SG Capital Management175,000 sh	175,000	$2.3M
Verition Fund Management171,614 sh	171,614	$2.3M
Lighthouse Investment Partners160,000 sh	160,000	$2.1M
READYSTATE ASSET MANAGEMENT111,193 sh	111,193	$1.5M
49 WEALTH MANAGEMENT95,844 sh	95,844	$1.3M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.89,747 sh	89,747	$1.2M
Cumberland Partners Ltd72,700 sh	72,700	$953.8K
Texas Capital Bank Wealth Management Services50,000 sh	50,000	$656.0K
SummitTX Capital, L.P.44,955 sh	44,955	$589.8K
Linscomb Wealth35,098 sh	35,098	$460.5K
Aquatic Capital Management34,680 sh	34,680	$455.0K
Papamarkou Wellner Asset Management32,050 sh	32,050	$420.5K
Bridgefront Capital19,150 sh	19,150	$251.2K
DARK FOREST CAPITAL MANAGEMENT12,017 sh	12,017	$157.7K
Inscription Capital10,783 sh	10,783	$141.5K
WINTON GROUP Ltd10,400 sh	10,400	$136.4K
Corient IA10,000 sh	10,000	$131.2K
Steward Partners Investment Advisory5,585 sh	5,585	$73.3K
QUADRANT CAPITAL GROUP1,180 sh	1,180	$56.7K
Root Financial Partners360 sh	360	$4.7K
High Note Wealth300 sh	300	$3.9K
Ameritas Advisory Services98 sh	98	$1.3K
Aster Capital Management (DIFC) Ltd58 sh	58	$1.0K
Advisory Services Network35 sh	35	$459.00
Rossby Financial, LCC24 sh	24	$293.00
MAI Capital Management14 sh	14	$184.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.