AESI Institutional Ownership
Who owns Atlas Energy Solutions Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 285 funds reported holding AESI at Jun 30, 2026, together owning 84.7% of the company.
- ▲165 buying vs 104 selling
- ▲Held by funds +14.0 pts
- ▲Funds holding +43
- ▲Superinvestors: 3 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 285 | 242 | +17.8% |
| In funds' top 10 | 5 | 4 | +25.0% |
| 13F shares | 106M | 88.4M | +19.7% |
| Held by funds | 84.7% | 70.7% | +14.0 pts |
| New positions | 74 | 40 | +85.0% |
| Increased | 91 | 86 | +5.8% |
| Reduced | 74 | 70 | +5.7% |
| Sold out | 30 | 33 | −9.1% |
| Calls (shares) | 153K | 493K | −69.0% |
| Puts (shares) | 42K | 104K | −59.5% |
| Put/call ratio | 0.28 | 0.21 | +30.9% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AESI
All superinvestors →
Who owns AESI
share of fund held shares- Index and passive funds31.0%
- Active managers and hedge funds53.6%
- Banks and brokers14.6%
- Pensions, insurers and other0.7%
The top 10 holders own 43.9% of all AESI shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
60 funds changed their position- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTNew+832K sh
- Assenagon Asset Management S.A.Sold out−422K sh
- CenterBook Partners LPAdded+542K sh
- Wasatch Advisors LPAdded+322K sh
- Wilson Asset Management (international) Pty LtdNew+170K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.54% | 13.2M | $219M | +1.7M |
| 2 | Encompass Capital Advisors LLC | 5.23% | 6.5M | $109M | −2.6M |
| 3 | Vanguard Portfolio Management LLC | 4.02% | 5M | $83.6M | +184K |
| 4 | UBS Group AG | 3.07% | 3.8M | $63.8M | +1.5M |
| 5 | State Street Corp | 3.05% | 3.8M | $63.4M | +459K |
| 6 | Vanguard Capital Management LLC | 2.84% | 3.6M | $59.1M | +26K |
| 7 | Two Sigma Investments, LP | 2.57% | 3.2M | $53.3M | +3.2M |
| 8 | Barrow Hanley Mewhinney & Strauss LLC | 2.12% | 2.7M | $44M | −498K |
| 9 | Ensign Peak Advisors, Inc | 2.01% | 2.5M | $41.7M | +2.5M |
| 10 | Voya Investment Management LLC | 1.74% | 2.2M | $36.1M | +2.2M |
- Two Sigma Investments, LP+3.2M sh+$53.3M
- Ensign Peak Advisors, Inc+2.5M sh+$41.7M
- Voya Investment Management LLC+2.2M sh+$35.9M
- Webs Creek Capital Management LP+2.1M sh+$35M
- Alyeska Investment Group, L.P.+2M sh+$32.9M
- Wasatch Advisors LP+1.8M sh+$30.5M
- BlackRock, Inc.+1.7M sh+$27.9M
- Empyrean Capital Partners, LP+1.6M sh+$26.9M
- Cooperman Leon G−4.1M sh−$53.6M
- Encompass Capital Advisors LLC−2.6M sh−$43.1M
- Cooke & Bieler LP−2.5M sh−$41.4M
- Millennium Management LLC−786K sh−$13.1M
- Villere ST Denis J & Co LLC−507K sh−$8.4M
- Barrow Hanley Mewhinney & Strauss LLC−498K sh−$8.3M
- Wellington Management Group LLP−451K sh−$7.5M
- ExodusPoint Capital Management, LP−397K sh−$6.6M
AESI institutional ownership FAQ
Who owns the most AESI stock?
In Q2 2026 13F filings the largest holder of AESI was BlackRock, Inc., followed by Encompass Capital Advisors LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of AESI is owned by institutions?
Funds that file 13F reports held 84.7% of AESI's shares at Jun 30, 2026, compared with 70.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying AESI?
In Q2 2026, 165 funds bought AESI (74 of them new positions) and 104 sold (30 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for AESI is strongly bullish.
What is AESI's institutional put/call ratio?
Funds reported $699K of AESI puts against $2.5M of calls, a put/call ratio of 0.28 (0.21 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this AESI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.