Atlas Energy Solutions Inc. (AESI) Institutional Ownership

Ownership Summary

Atlas Energy Solutions Inc. (NYSE:AESI) showed up in the 13F filings of 226 institutional investors as of December 2025.

• These investors held 69.4% of outstanding shares in December 2025, down from 72.4% in September 2025.
• Their total shares held in AESI increased 3.73% quarter over quarter, and separately, investors owning Atlas Energy Solutions increased 8.13% from a year ago.
• Of these 226 funds, 120 grew their exposure to Atlas Energy Solutions, 86 cut back, and 20 maintained positions.
• Altogether, these fund groups held 85.92Mn shares in AESI by December 2025, up by 3.09Mn shares quarter on quarter, and up 6.69Mn shares year over year.
• BlackRock, Inc. holds the largest position in AESI at 11.49Mn shares as of December 31, 2025, or 9.29% of shares outstanding.
• Top purchasers of AESI stock for the quarter ending December 2025 included Encompass Capital Advisors LLC (9.14Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.53Mn), Janus Henderson Group Plc (2.53Mn), BNP PARIBAS FINANCIAL MARKETS (635.69K).
• The biggest sellers of Atlas Energy Solutions for the quarter ending December 2025 included FMR LLC (1.71Mn), COOKE & BIELER LP (1.67Mn), BlackRock, Inc. (1.66Mn), COOPERMAN LEON G (970.3K), BALYASNY ASSET MANAGEMENT L.P. (930.61K).
• Per Business Quant, the top 10 investors in AESI for the quarter ending December 2025 include BlackRock, Inc. (11.49Mn), Encompass Capital Advisors LLC (9.14Mn), Janus Henderson Group Plc (5.13Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.85Mn), COOPERMAN LEON G (4.08Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.53Mn), State Street Corp (3.36Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (3.15Mn), COOKE & BIELER LP (2.52Mn), MILLENNIUM MANAGEMENT LLC (2.46Mn).