13FPulse
AM

AM ANTERO MIDSTREAM CORP

2026Q2 · CUSIP 03676B102 · Sector: Energy

Cooling

Net holder growth weakened from last quarter

Funds that own it
514
Institutions that reported holding it to the SEC
Net increase in holders
+7
Last quarter 507 → now 514
How unusual is that
Above average
Stronger buying than 62% of US stocks
What the filings say, in one paragraph

514 funds held AM at the end of 2026Q2, up 7 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $1.2B(YoY +6.9%), the P/E is 26.8x, return on equity is 20.5%. AM has had 15 buying rushes in its history, and the price moved +13.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Energy sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q2: holders=209 2019Q3: holders=240 2019Q4: holders=238 2020Q1: holders=220 2020Q2: holders=220 2020Q3: holders=235 2020Q4: holders=270 2021Q1: holders=291 2021Q2: holders=281 2021Q3: holders=299 2021Q4: holders=304 2022Q1: holders=309 2022Q2: holders=321 2022Q3: holders=309 2022Q4: holders=331 2023Q1: holders=344 2023Q2: holders=343 2023Q3: holders=361 2023Q4: holders=389 2024Q1: holders=395 2024Q2: holders=411 2024Q3: holders=418 2024Q4: holders=432 2025Q1: holders=448 2025Q2: holders=472 2025Q3: holders=464 2025Q4: holders=486 2026Q1: holders=507 2026Q2: holders=514 -35 -17.5 +0 +17.5 +35 188364540 19Q220Q120Q421Q322Q223Q123Q424Q325Q226Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%
2025Q2 Top 20% +4.8% +22.4%
2025Q1 Top 20% -6.5% -3.2%
2024Q2 Top 20% +5.2% +18.5%
2023Q4 Top 20% +22.2% +22.7%
2023Q3 Top 10% -0.6% +21.7%
2023Q1 Top 20% +15.4% +28.3%
2022Q4 Top 20% -1.6% +12.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
216
Change in large funds
+17
Total value they hold
$6.4B
Funds buying for the first time
66
Funds that sold out entirely
59
Price change that quarter
+2.1%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
26.8
EPS (TTM)
$0.84
EPS YoY
-11.6%
Revenue (TTM)
$1.2B
Revenue YoY
+6.9%
Net margin
32.4%
ROE
20.5%
Debt ratio
69.4%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.17 2022-12-31: EPS 0.17 2023-03-31: EPS 0.18 2023-06-30: EPS 0.18 2023-09-30: EPS 0.20 2023-12-31: EPS 0.21 2024-03-31: EPS 0.21 2024-06-30: EPS 0.18 2024-09-30: EPS 0.21 2024-12-31: EPS 0.23 2025-03-31: EPS 0.25 2025-06-30: EPS 0.26 2025-09-30: EPS 0.24 2025-12-31: EPS 0.11 2026-03-31: EPS 0.25 2026-06-30: EPS 0.24 0M 164M 327M $M 0.00 0.14 0.29 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 18 13 20 28 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K116M233M 20192020202120222023202420252026
Latest quarter $233M (2024-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.