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 1,003 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
25
shares
|
$4,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
25
shares
|
$4,378
0.01% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
24
shares
|
$4,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$4,202
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
23
shares
|
$4,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
23
shares
|
$4,027
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
22
shares
|
$3,852
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
22
shares
|
$3,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
21
shares
|
$3,677
0.0% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
21
shares
|
$3,677
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
16
shares
|
$2,801
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
16
shares
|
$2,801
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
15
shares
|
$2,626
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13
shares
|
$2,276
0.0% of portfolio
|
Q1 2022
Reduced 89.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
13
shares
|
$2,276
0.0% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
12
shares
|
$2,101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
11
shares
|
$1,926
0.0% of portfolio
|
Q3 2025
Reduced 96.76%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11
shares
|
$1,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
10
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$1,751
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,576
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$1,576
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$1,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
8
shares
|
$1,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,225
0.0% of portfolio
|
Q1 2025
New holding
|
|