Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AESI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.5M | $150.8M | -12.6% | 9.202% | 0.00% |
| 2 | Encompass Capital Advisors LLC | 9.1M | $119.9M | β | 7.316% | 4.88% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $63.6M | β | 3.881% | 0.00% |
| 4 | COOPERMAN LEON G | 4.1M | $53.6M | -19.2% | 3.270% | 1.76% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $46.3M | β | 2.827% | 0.00% |
| 6 | STATE STREET CORP | 3.4M | $44.1M | +3.6% | 2.689% | 0.00% |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.1M | $41.3M | -6.0% | 2.523% | 0.14% |
| 8 | JANUS HENDERSON GROUP PLC | 2.6M | $33.6M | -1.1% | 2.053% | 0.02% |
| 9 | COOKE & BIELER LP | 2.5M | $33.0M | -39.9% | 2.015% | 0.37% |
| 10 | MILLENNIUM MANAGEMENT LLC | 2.5M | $32.3M | +30.9% | 1.973% | 0.02% |
| 11 | UBS Group AG | 2.4M | $31.0M | +8.7% | 1.890% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $24.5M | +2.0% | 1.493% | 0.00% |
| 13 | VILLERE ST DENIS J & CO LLC | 1.9M | $24.4M | -8.4% | 1.486% | 2.69% |
| 14 | Pine Ridge Advisers LLC | 1.8M | $24.2M | 0.0% | 1.477% | 1.72% |
| 15 | GOLDMAN SACHS GROUP INC | 1.8M | $23.7M | +51.0% | 1.446% | 0.00% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $19.7M | +12.6% | 1.203% | 0.00% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $19.4M | +29.0% | 1.186% | 0.00% |
| 18 | FRANKLIN RESOURCES INC | 1.4M | $18.4M | +58.4% | 1.123% | 0.00% |
| 19 | AMERIPRISE FINANCIAL INC | 1.4M | $17.8M | +18.2% | 1.088% | 0.00% |
| 20 | Nixon Capital, LLC | 1.2M | $15.7M | -0.2% | 0.957% | 5.36% |
| 21 | Venturi Wealth Management, LLC | 1.1M | $14.3M | 0.0% | 0.870% | 0.64% |
| 22 | Meridian Wealth Advisors, LLC | 954K | $12.5M | -3.7% | 0.764% | 1.65% |
| 23 | Liontrust Investment Partners LLP | 1.3M | $12.3M | 0.0% | 1.050% | 0.18% |
| 24 | CenterBook Partners LP | 925K | $12.1M | +203.1% | 0.741% | 0.65% |
| 25 | MORGAN STANLEY | 904K | $11.9M | +12.5% | 0.724% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AESI β a direct measure of their conviction.
Filings activity in AESI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AESI position in Q1 2026
Institutions that fully closed their AESI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 234 | +1.7% | 54.90% | +15.92 pp | $1.16B | +41% |
| Q4 2025 | 230 | 1.7% | 38.98% | 8.23 pp | $826M | 17% |
| Q3 2025 | 234 | 7.1% | 47.21% | 10.25 pp | $1.00B | 18% |
| Q2 2025 | 252 | 0.8% | 57.46% | 11.56 pp | $1.22B | 17% |
| Q1 2025 | 254 | +23% | 69.02% | 5.58 pp | $1.46B | 7.5% |
| Q4 2024 | 206 | +12% | 74.60% | +11.82 pp | $1.58B | +19% |
| Q3 2024 | 184 | +7.0% | 62.78% | +11.00 pp | $1.33B | +21% |
| Q2 2024 | 172 | β | 51.78% | β | $1.10B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AESI stock.
Based on Q1 2026 13F filings, institutional ownership of Atlas Energy Solutions Inc. stands at 54.9%, held across 234 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AESI, with approximately 11,490,854 shares worth $0.15B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of AESI, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for AESI is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in AESI during Q1 2026, while 40 fully exited. 163 added to existing positions and 24 trimmed.
AESI institutional ownership rose by 15.92 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 53.2% of all reported 13F value in AESI, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Atlas Energy Solutions Inc. (AESI) Institutional Ownership