Institutional Ownership Atmos Energy Corp (ATO)
This table provides information about the institutional ownership of Atmos Energy Corp (ATO). We have compiled data on the 956 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,907
shares
|
$475,149
0.0% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,904
shares
|
$474,658
0.01% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,897
shares
|
$473,514
0.07% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,880
shares
|
$470,735
0.04% of portfolio
|
Q1 2025
Added 40.15%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,876
shares
|
$470,082
0.53% of portfolio
|
Q3 2023
Added 3.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,854
shares
|
$466,486
0.08% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,839
shares
|
$464,034
0.02% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
2,831
shares
|
$462,726
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,824
shares
|
$461,582
0.08% of portfolio
|
Q1 2024
Reduced 19.82%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,813
shares
|
$459,784
0.04% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,812
shares
|
$459,621
0.09% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,809
shares
|
$459,131
0.06% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,808
shares
|
$458,967
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
2,781
shares
|
$454,554
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
2,775
shares
|
$453,573
0.19% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,756
shares
|
$450,468
0.02% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
2,746
shares
|
$448,833
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,706
shares
|
$442,295
0.0% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
2,706
shares
|
$442,295
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
2,697
shares
|
$440,824
0.14% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,683
shares
|
$438,536
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,682
shares
|
$438,372
0.0% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,671
shares
|
$436,574
0.02% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,627
shares
|
$429,383
0.18% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,608
shares
|
$426,277
0.01% of portfolio
|
Q2 2025
Added 13.99%
|