ATO · Company research
Atmos Energy Corporation (ATO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 117330000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 31288 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 31288 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2006 | 345574 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83400 | 14367318 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8049 | 1386601 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2389 | 411553 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1282 | 220862 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1206 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 998021 | 171929120 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9331 | 1607451 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| NorthCrest Asset Manangement, LLC | 1893159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3286 | 574103 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1804 | 310857 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LRT Capital Management, LLC | 1798923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13798 | 2376981 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8963 | 1543999 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3164 | 545062 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19155 | 3299915 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Oak Asset Management, LLC | 1726375 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2225 | 383301 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243 | 41862 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2867 | 493898 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16224 | 2794908 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5226 | 900283 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Marble Harbor Investment Counsel, LLC | 1387130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1290 | 222228 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64452 | 11103184 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 10681 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12840 | 2211947 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 276 | 47547 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Capital International Investors | 1562230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7483012 | 1289959643 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 370517 | 63828964 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263 | 45307 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253 | 43584 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1406 | 242212 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40578 | 6990372 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 517 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3962 | 682534 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1076 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BETO FINANCIAL GROUP, LLC | 2104828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3144 | 557526 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230 | 39677 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5752 | 990897 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158 | 27219 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Regent Peak Wealth Advisors LLC | 1803329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1208 | 208102 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Walker Asset Management, LLC | 1923053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2635 | 453949 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6749 | 1162653 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SC&H Financial Advisors, Inc. | 1907898 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1455 | 250653 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69825 | 12028753 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148301 | 25547813 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6944 | 1196243 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29136 | 5019404 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 319933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81 | 13953 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SeaCrest Wealth Management, LLC | 1728121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1287 | 221711 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Summit Global Investments | 1697953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5255 | 905 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 580 | 99917 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TCTC Holdings, LLC | 1483870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9500 | 1636565 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 5857 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1723 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1350660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15167 | 2612819 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3434 | 591914 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9744 | 1678650 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164856 | 28399743 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| GDS Wealth Management | 1940869 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4507 | 776421 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Paladin Partners, LLC | 2141570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213 | 36694 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25102 | 4324322 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Caldwell Trust Co | 2080218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148 | 25496 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160 | 27564 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84361 | 14532869 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Gallo Partners, LP | 2015727 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6432 | 1108040 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2410 | 415171 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 28 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3439 | 592357 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| DE BURLO GROUP INC | 1134288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5135 | 884606 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STRATEGY ASSET MANAGERS LLC | 1166716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2385 | 410833 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cape Investment Advisory, Inc. | 1944437 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233 | 40139 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75700 | 13040839 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10002 | 1847569 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3775 | 650319 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Equitable Holdings, Inc. | 1333986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1586 | 273165 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL CORP /IN/ | 714562 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 34454 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| TSFG, LLC | 1800513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 5 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23330 | 4019059 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29274 | 5043 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.