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Security record · archived quarter

ATO

Atmos Energy Corporation · Utilities · Regulated Gas

169.46 +1.1% mkt cap $28.29B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
+1Δ holders
39.49MShares held
$5.50BReported value
+1New positions
−0Exits
Rising Conviction score 48/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.7% · share flow -0.8% · net new positions +7.1%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 159 +2 128.38M $22.12B +9 −6
Q1 2026 159 -4 128.47M $23.72B +4 −9
Q4 2025 162 0 141.61M $23.73B +1
Q3 2025 20 +1 74.76M $12.76B +1 −1
Q2 2025 17 0 71.66M $11.04B
Q1 2025 14 0 37.80M $5.84B
Q4 2024 14 +1 39.49M $5.50B +1
Q3 2024 12 -1 29.18M $4.05B −1
Q2 2024 13 23.28M $2.71B
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
2 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
3 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
4 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
5 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
6 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
7 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
8 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
9 Wellington Management 13.13M -4.5% $1.83B 0.3% ▼ Trim 3 SEC ↗
10 State Street Global Advisors (passive) 10.63M $1.48B 0.1% n/c 1 SEC ↗
11 T. Rowe Price 8.55M -2.2% $1.19B 0.1% ▼ Trim 3 SEC ↗
12 T. Rowe Price 8.55M -2.2% $1.19B 0.1% ▼ Trim 3 SEC ↗
13 Geode Capital Management (passive) 3.81M +2.9% $528.76M 0.0% ▲ Add 3 SEC ↗
14 Geode Capital Management (passive) 3.81M +2.9% $528.76M 0.0% ▲ Add 3 SEC ↗
15 Norges Bank (passive) 1.48M +31.6% $206.54M 0.0% ▲ Add 3 SEC ↗
16 Citadel Advisors 728.19K +95.1% $101.41M 0.1% ▲ Add 3 SEC ↗
17 Citadel Advisors 728.19K +95.1% $101.41M 0.1% ▲ Add 3 SEC ↗
18 Adage Capital Partners 470.00K -14.0% $65.46M 0.1% ▼ Trim 3 SEC ↗
19 AQR Capital Management 330.39K -30.3% $46.01M 0.1% ▼ Trim 3 SEC ↗
20 AQR Capital Management 330.39K -30.3% $46.01M 0.1% ▼ Trim 3 SEC ↗
21 AQR Capital Management 330.39K -30.3% $46.01M 0.1% ▼ Trim 3 SEC ↗
22 D. E. Shaw & Co. 168.19K +0.9% $23.42M 0.0% ▲ Add 3 SEC ↗
23 D. E. Shaw & Co. 168.19K +0.9% $23.42M 0.0% ▲ Add 3 SEC ↗
24 Two Sigma Investments 71.59K New $9.97M 0.0% New 1 SEC ↗
25 Marshall Wace 66.39K +123.5% $9.25M 0.0% ▲ Add 3 SEC ↗
26 Marshall Wace 66.39K +123.5% $9.25M 0.0% ▲ Add 3 SEC ↗
27 Millennium Management 42.04K -81.3% $5.86M 0.0% ▼ Trim 3 SEC ↗
28 Renaissance Technologies 17.30K -65.1% $2.41M 0.0% ▼ Trim 3 SEC ↗
29 Gotham Asset Management 3.41K -7.4% $474,354 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $9.97M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,008 holders, 159.15M shares, $28.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 11 WARE WILLIAM JAMES

Director · 300 sh @ 167.59 · $50,278

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP

View original SEC filing ↗

Jul 27 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API