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ProFrac Holding Corp.

ACDC
Exchange
Nasdaq
Industry
Oil & Gas Field Services, NEC
SEC CIK
0001881487

In the last 90 days, ProFrac Holding Corp. insiders filed 4 open-market purchases and 0 sales; 145 institutions reported holding it in 13F filings for Q2 2026, worth $186.8M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in ProFrac Holding Corp. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
90
−5 vs. Q3 2023
Shares held
20.3M
+1.20M (+6.3%) vs. Q3 2023
Total value
$172.3M
−$35.7M (−17.2%) vs. Q3 2023
New holders
21
27 more added
Sold out
26
29 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ACDC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 90 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 67 institutionsQ3 2022: 78 institutionsQ4 2022: 113 institutionsQ1 2023: 101 institutionsQ2 2023: 93 institutionsQ3 2023: 95 institutionsQ4 2023: 90 institutionsQ1 2024: 103 institutionsQ2 2024: 104 institutionsQ3 2024: 95 institutionsQ4 2024: 106 institutionsQ1 2025: 106 institutionsQ2 2025: 103 institutionsQ3 2025: 120 institutionsQ4 2025: 126 institutionsQ1 2026: 139 institutionsQ2 2026: 145 institutions
Value heldQ4 2023: $172.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $265.2MQ3 2022: $240.2MQ4 2022: $513.2MQ1 2023: $261.8MQ2 2023: $245.5MQ3 2023: $208.0MQ4 2023: $172.3MQ1 2024: $171.8MQ2 2024: $120.0MQ3 2024: $106.1MQ4 2024: $128.9MQ1 2025: $127.3MQ2 2025: $131.0MQ3 2025: $96.5MQ4 2025: $105.4MQ1 2026: $183.6MQ2 2026: $186.8M
Institutions holding ACDC and their total value by quarter
QuarterHoldersValue
Q2 2026145$186.8M
Q1 2026139$183.6M
Q4 2025126$105.4M
Q3 2025120$96.5M
Q2 2025103$131.0M
Q1 2025106$127.3M
Q4 2024106$128.9M
Q3 202495$106.1M
Q2 2024104$120.0M
Q1 2024103$171.8M
Q4 202390$172.3M
Q3 202395$208.0M
Q2 202393$245.5M
Q1 2023101$261.8M
Q4 2022113$513.2M
Q3 202278$240.2M
Q2 202267$265.2M
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding ProFrac Holding Corp.; share changes are against Q3 2023.

Institutions holding ACDC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Crestview Partners III GP, L.P.3,332,353$28.3M9.37%00.0%Unchanged
Encompass Capital Advisors LLC3,184,037$27.0M1.58%+1,602,873+101.4%Added
Vanguard Group Inc2,166,946$18.4M0.00%−95,725−4.2%Reduced
BlackRock Inc.1,786,811$15.2M0.00%+143,093+8.7%Added
Morgan Stanley1,221,173$10.4M0.00%+854,482+233.0%Added
First Financial Bankshares Inc1,011,760$8.58M0.21%+1,011,760New
FMR LLC1,007,410$8.54M0.00%−138,858−12.1%Reduced
Goldman Sachs Group Inc820,658$6.96M0.00%+470,282+134.2%Added
Geode Capital Management, LLC655,049$5.56M0.00%+12,108+1.9%Added
State Street Corp478,400$4.06M0.00%+36,251+8.2%Added
Balyasny Asset Management LLC339,478$2.88M0.01%−11,251−3.2%Reduced
Invesco Ltd.330,760$2.80M0.00%+210,172+174.3%Added
Sagefield Capital LP309,530$2.62M0.34%−242,326−43.9%Reduced
Northern Trust Corp304,258$2.58M0.00%+31,532+11.6%Added
AQR Capital Management LLC285,856$2.42M0.00%−6,828−2.3%Reduced
Point72 Asset Management, L.P.277,800$2.36M0.01%−356,300−56.2%Reduced
Renaissance Technologies LLC197,700$1.68M0.00%+92,800+88.5%Added
Charles Schwab Investment Management Inc173,568$1.47M0.00%+1,820+1.1%Added
Bank of America Corp152,640$1.29M0.00%+111,944+275.1%Added
Russell Investments Group, Ltd.149,100$1.26M0.00%+130,757+712.8%Added
Citadel Advisors LLC133,189$1.13M0.00%−467,614−77.8%Reduced
Marshall Wace, LLP132,981$1.13M0.00%+132,981New
American Century Companies Inc126,200$1.07M0.00%+101,609+413.2%Added
Bank of New York Mellon Corp116,959$991.8K0.00%−55,285−32.1%Reduced
Pinnacle Associates Ltd116,405$987.1K0.02%+30,085+34.9%Added
CastleKnight Management LP112,700$955.7K0.15%+112,700New
State of Wisconsin Investment Board89,900$762.4K0.00%+89,900New
UBS Group AG87,326$740.5K0.00%+73,806+545.9%Added
Martingale Asset Management L P81,298$689.4K0.01%+81,298New
Nuveen Asset Management, LLC71,629$607.4K0.00%+8,334+13.2%Added
Janus Henderson Group PLC67,881$575.6K0.00%+47,030+225.6%Added
Advisor Group Holdings, Inc.64,296$545.2K0.00%−1,274−1.9%Reduced
Prudential Financial Inc58,030$492.1K0.00%+45,700+370.6%Added
Jane Street Group, LLC57,772$489.9K0.00%−19,817−25.5%Reduced
X-Square Capital, LLC50,000$424.0K0.23%+50,000New
Qube Research & Technologies Ltd47,387$401.8K0.00%−26,969−36.3%Reduced
Graham Capital Management, L.P.47,290$401.0K0.01%+47,290New
Quest Partners LLC41,969$355.9K0.08%+41,969New
Dimensional Fund Advisors LP40,165$340.6K0.00%+40,165New
JPMorgan Chase & Co36,177$306.8K0.00%+6,990+23.9%Added
Barclays PLC35,582$301.7K0.00%+30,670+624.4%Added
Rhumbline Advisers35,159$298.1K0.00%−225−0.6%Reduced
Aristides Capital LLC32,851$278.6K0.14%+32,851New
Tudor Investment Corp Et Al32,345$274.3K0.00%−171,415−84.1%Reduced
Hara Capital LLC31,608$268.0K0.19%+31,608New
Man Group plc30,914$262.2K0.00%+30,914New
Guggenheim Capital LLC26,132$221.6K0.00%+2,528+10.7%Added
Inscription Capital, LLC24,653$209.1K0.06%00.0%Unchanged
Bayesian Capital Management, LP23,800$201.8K0.02%−900−3.6%Reduced
Landscape Capital Management, L.L.C.23,669$200.7K0.02%+23,669New
Alliancebernstein L.P.22,960$194.7K0.00%−12,210−34.7%Reduced
Susquehanna International Group, LLP21,712$184.1K0.00%+3,330+18.1%Added
XTX Topco Ltd21,097$178.9K0.04%+21,097New
Jump Financial, LLC21,080$178.8K0.01%+21,080New
Raffles Associates LP15,000$127.2K0.16%00.0%Unchanged
Millennium Management LLC13,363$113.3K0.00%−480,242−97.3%Reduced
American International Group, Inc.12,911$109.5K0.00%−53−0.4%Reduced
MetLife Investment Management12,747$108.1K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.10,918$92.6K0.00%00.0%Unchanged
Delta Investment Management, LLC10,469$88.8K0.02%−32,500−75.6%Reduced
Voya Investment Management LLC10,366$87.9K0.00%+359+3.6%Added
Manufacturers Life Insurance Company, The10,246$86.9K0.00%00.0%Unchanged
Deutsche Bank AG9,410$79.8K0.00%−663−6.6%Reduced
Wells Fargo & Company9,067$76.9K0.00%−110−1.2%Reduced
Royal Bank of Canada8,245$70.0K0.00%+3,816+86.2%Added
Piper Sandler & Co.8,164$69.2K0.05%00.0%Unchanged
Cubist Systematic Strategies, LLC6,888$58.4K0.00%+6,591+2,219.2%Added
Tower Research Capital LLC (TRC)6,827$57.9K0.00%+2,034+42.4%Added
New York State Common Retirement Fund5,024$42.6K0.00%−43,637−89.7%Reduced
California State Teachers Retirement System4,275$36.3K0.00%−1,456−25.4%Reduced
Citigroup Inc3,697$31.4K0.00%+3,643+6,746.3%Added
Amalgamated Bank2,679$23.0K0.00%−229−7.9%Reduced
Legal & General Group Plc2,323$19.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,873$15.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,505$12.8K0.00%00.0%Unchanged
Shell Asset Management Co1,414$12.0K0.00%−417−22.8%Reduced
Quarry LP1,164$9.87K0.00%+1,164New
Global Retirement Partners, LLC550$3.83K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec449$3.81K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.332$2.81K0.00%−186−35.9%Reduced
Barrow Hanley Mewhinney & Strauss LLC254$2.15K0.00%+254New
Sunbelt Securities, Inc.200$1.70K0.00%00.0%Unchanged
Farther Finance Advisors, LLC181$1.53K0.00%+181New
CWM, LLC68$1.00K0.00%−219−76.3%Reduced
Financial Management Professionals, Inc.100$1.00K0.00%+100New
Capital Advisors, Ltd. LLC79$1.00K0.00%+79New
Strategic Investment Solutions, Inc.109$9240.00%−6,758−98.4%Reduced
GAMMA Investing LLC65$5140.00%+65New
Coppell Advisory Solutions LLC2$170.00%−1−33.3%Reduced
Covestor Ltd11$00.00%−1−8.3%Reduced
Schroder Investment Management Group0$00.00%−786,367−100.0%Sold out
TCW Group Inc0$00.00%−603,478−100.0%Sold out
Soviero Asset Management, LP0$00.00%−500,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−105,088−100.0%Sold out
First Trust Advisors LP0$00.00%−77,837−100.0%Sold out
HRT Financial LP0$00.00%−59,107−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−54,102−100.0%Sold out
Doheny Asset Management0$00.00%−48,665−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−38,000−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−31,000−100.0%Sold out