Atmos Energy Ownership | Who Owns Atmos Energy?
Atmos Energy Ownership Summary
Atmos Energy is owned by 95.70% institutional investors, 0.31% insiders, and 3.99% retail investors. Vanguard group is the largest institutional shareholder, holding 12.88% of ATO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Atmos Energy shares.
ATO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Atmos Energy | 95.70% | 0.31% | 3.99% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.49M | 12.88% | $2.27B |
| Blackrock | 13.19M | 8.72% | $1.54B |
| Wellington management group llp | 12.40M | 8.20% | $1.45B |
| State street | 10.44M | 6.90% | $1.22B |
| Aristotle capital management | 8.37M | 5.53% | $976.39M |
| Price t rowe associates inc /md/ | 4.04M | 2.67% | $471.10M |
| Geode capital management | 3.73M | 2.46% | $433.45M |
| Invesco | 3.20M | 2.12% | $373.56M |
| Deutsche bank ag\ | 2.89M | 1.91% | $337.10M |
| American century companies | 2.64M | 1.75% | $308.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sfmg | 1.06M | 10.74% | $123.56M |
| Ausbil investment management | 71.97K | 3.87% | $8.40M |
| Partners group | 305.71K | 2.69% | $35.66M |
| Pensioenfonds rail & ov | 304.40K | 2.66% | $35.51M |
| Pring turner capital group | 26.77K | 2.18% | $3.12M |
| Reaves w h | 546.78K | 2.15% | $63.78M |
| Perpetual | 1.59M | 2.02% | $185.99M |
| Aristotle capital management | 8.37M | 1.89% | $976.39M |
| Energy income partners | 717.64K | 1.86% | $83.71M |
| Kinloch capital | 29.83K | 1.81% | $3.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 4.04M | 0.06% | 2.80M |
| Wellington management group llp | 12.40M | 0.26% | 2.52M |
| Norges bank | 1.42M | 0.02% | 1.42M |
| Bank of america corp /de/ | 1.55M | 0.02% | 910.57K |
| Ubs asset management americas | 1.40M | 0.05% | 342.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Schroder investment management group | 117.36K | 0.02% | -514.29K |
| Marshall wace, llp | 23.25K | 0.00% | -347.37K |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 1.07M | 0.13% | -335.90K |
| Aristotle capital management | 8.37M | 1.89% | -245.04K |
| Royal bank of canada | 970.72K | 0.03% | -210.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.42M | 0.02% | 1.42M | $165.21M |
| Holocene advisors, lp | 54.54K | 0.03% | 54.54K | $6.36M |
| Corebridge financial | 38.55K | 0.02% | 38.55K | $4.50M |
| Credit agricole s a | 21.70K | 0.01% | 21.70K | $2.53M |
| Ilmarinen mutual pension insurance | 16.50K | 0.02% | 16.50K | $1.93M |
Sold Out
| Holder | Change |
|---|---|
| Rakuten securities | -1.00 |
| Scarborough advisors | -3.00 |
| Soa wealth advisors, llc. | -3.00 |
| Avion wealth | -5.00 |
| Baldwin brothers llc/ma | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 742 | 2.20% | 146,715,267 | 2.51% | 95 | 1.10% | 355 | 4.72% | 253 | -1.17% |
| Jun 30, 2024 | 716 | -0.83% | 143,082,648 | 4.43% | 94 | 1.15% | 335 | -9.70% | 253 | 12.44% |
| Mar 31, 2024 | 722 | 1.12% | 137,014,457 | 0.68% | 90 | 1.10% | 371 | 2.49% | 225 | -8.91% |
| Dec 31, 2023 | 714 | 7.69% | 136,094,472 | 1.19% | 90 | 1.06% | 362 | 10.37% | 247 | 14.35% |
| Sep 30, 2023 | 663 | -1.19% | 134,489,982 | -0.85% | 92 | 1.07% | 328 | 1.23% | 216 | -3.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.88M | 3.15% | -12.93K |
| Vanguard Equity-Income Inv | 4.22M | 2.72% | -281.40K |
| Vanguard Institutional 500 Index Trust | 4.12M | 2.65% | 50.91K |
| Vanguard Small Cap Index | 3.89M | 2.51% | 7.60K |
| Vanguard Small Cap Value Index Inv | 2.44M | 1.57% | -908.00 |
| The Utilities Select Sector SPDR® ETF | 2.33M | 1.50% | 8.65K |
| Vanguard Windsor™ II Inv | 2.21M | 1.42% | - |
| Fidelity 500 Index | 1.91M | 1.23% | 49.51K |
| SPDR® S&P 500® ETF Trust | 1.88M | 1.21% | 637.00 |
| SPDR® S&P Dividend ETF | 1.77M | 1.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | Geiser Edward | - | Buy | $362.23K |
| May 16, 2024 | WALTERS DIANA J | - | Sell | $47.20K |
| Mar 27, 2024 | COCKLIN KIM R | - | Sell | $1.75M |
| Nov 17, 2023 | THOMAS RICHARD M | VICE PRESIDENT & CONTROLLER | Sell | $199.85K |
| Nov 06, 2023 | COCKLIN KIM R | - | Sell | $1.39M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 2 |
ATO Ownership FAQ
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