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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
787
shares
|
$128,635
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$122,587
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
730
shares
|
$119,318
0.0% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
720
shares
|
$117,683
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
706
shares
|
$115,395
0.06% of portfolio
|
Q2 2025
Added 49.89%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
700
shares
|
$114,414
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$114,414
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
678
shares
|
$110,819
0.02% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
661
shares
|
$108,040
0.01% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
652
shares
|
$106,569
0.02% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
638
shares
|
$104,281
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
579
shares
|
$94,637
0.0% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
568
shares
|
$92,839
0.01% of portfolio
|
Q2 2024
Added 128.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
565
shares
|
$92,349
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
545
shares
|
$89,080
0.04% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
506
shares
|
$82,705
0.0% of portfolio
|
Q4 2022
Added 0.6%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
500
shares
|
$81,725
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
500
shares
|
$81,725
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
470
shares
|
$76,821
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
468
shares
|
$76,494
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
458
shares
|
$74,860
0.0% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
458
shares
|
$74,860
0.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
452
shares
|
$73,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
451
shares
|
$73,715
0.01% of portfolio
|
Q2 2025
Reduced 33.19%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
450
shares
|
$73,552
0.02% of portfolio
|
Q2 2025
New holding
|