Liberty Energy Inc.
LBRT- Exchange
- NYSE
- Industry
- Oil & Gas Field Services, NEC
- SEC CIK
- 0001694028
In the last 90 days, Liberty Energy Inc. insiders filed 1 open-market purchase and 3 sales; 406 institutions reported holding it in 13F filings for Q2 2026, worth $4.76B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Liberty Energy Inc. as of Sep 30, 2021. 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
- 111
- −29 vs. Q2 2021
- Shares held
- 97.3M
- +2.25M (+2.4%) vs. Q2 2021
- Total value
- $1.18B
- −$164.8M (−12.3%) vs. Q2 2021
- New holders
- 11
- 48 more added
- Sold out
- 40
- 34 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LBRT 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 406 | $4.76B |
| Q1 2026 | 396 | $5.00B |
| Q4 2025 | 342 | $3.01B |
| Q3 2025 | 338 | $2.00B |
| Q2 2025 | 324 | $1.79B |
| Q1 2025 | 313 | $2.47B |
| Q4 2024 | 326 | $3.29B |
| Q3 2024 | 318 | $3.36B |
| Q2 2024 | 331 | $3.53B |
| Q1 2024 | 335 | $3.52B |
| Q4 2023 | 313 | $2.99B |
| Q3 2023 | 263 | $3.06B |
| Q2 2023 | 265 | $2.08B |
| Q1 2023 | 259 | $2.00B |
| Q4 2022 | 250 | $2.44B |
| Q3 2022 | 213 | $1.86B |
| Q2 2022 | 205 | $1.89B |
| Q1 2022 | 164 | $1.83B |
| Q4 2021 | 134 | $1.06B |
| Q3 2021 | 111 | $1.18B |
| Q2 2021 | 141 | $1.35B |
| Q1 2021 | 132 | $1.19B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 103 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $1.00K | 0.00% | +42 | New |
| Advisor Group Holdings, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 377 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 529 | $6.00K | 0.00% | +117+28.4% | Added |
| US Bancorp | 1,269 | $16.0K | 0.00% | +877+223.7% | Added |
| Quadrant Capital Group LLC | 1,719 | $21.0K | 0.00% | +15+0.9% | Added |
| Cutler Group LP | 2,338 | $28.0K | 0.00% | +1,510+182.4% | Added |
| Public Employees Retirement System of Ohio | 4,053 | $49.0K | 0.00% | −143−3.4% | Reduced |
| Captrust Financial Advisors | 5,236 | $64.0K | 0.00% | +305+6.2% | Added |
| UBS Group AG | 5,271 | $64.0K | 0.00% | +4,690+807.2% | Added |
| Great West Life Assurance Co | 5,710 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,846 | $83.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,258 | $100.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,635 | $129.0K | 0.00% | −420−3.8% | Reduced |
| Simplex Trading, LLC | 8,676 | $130.0K | 0.00% | 00.0% | Unchanged |
| Well Done, LLC | 10,799 | $131.0K | 0.03% | −5,431−33.5% | Reduced |
| Principal Financial Group Inc | 11,496 | $139.0K | 0.00% | +166+1.5% | Added |
| ProShare Advisors LLC | 11,649 | $141.0K | 0.00% | −10,816−48.1% | Reduced |
| Citigroup Inc | 12,074 | $146.0K | 0.00% | −12,763−51.4% | Reduced |
| Victory Capital Management Inc | 12,432 | $151.0K | 0.00% | −627−4.8% | Reduced |
| Amalgamated Bank | 13,393 | $162.0K | 0.00% | −224−1.6% | Reduced |
| Aveo Capital Partners, LLC | 13,878 | $168.0K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,623 | $177.0K | 0.00% | +14,623 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $180.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,000 | $182.0K | 0.00% | +15,000 | New |
| XTX Topco Ltd | 15,837 | $192.0K | 0.06% | +4,350+37.9% | Added |
| Winton Group Ltd | 17,965 | $218.0K | 0.01% | −23,092−56.2% | Reduced |
| Sigma Planning Corp | 19,000 | $230.0K | 0.01% | +19,000 | New |
| Royal Bank of Canada | 19,250 | $233.0K | 0.00% | +12,247+174.9% | Added |
| Metropolitan Life Insurance Co | 20,046 | $243.2K | 0.00% | −4,243−17.5% | Reduced |
| Raymond James & Associates | 21,888 | $266.0K | 0.00% | +2,000+10.1% | Added |
| Nisa Investment Advisors, LLC | 22,500 | $273.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 23,404 | $283.9K | 0.00% | +17,642+306.2% | Added |
| Profund Advisors LLC | 24,065 | $292.0K | 0.01% | −28,149−53.9% | Reduced |
| Arizona State Retirement System | 25,452 | $309.0K | 0.00% | +773+3.1% | Added |
| Cubist Systematic Strategies, LLC | 27,222 | $330.0K | 0.00% | −52,994−66.1% | Reduced |
| Legal & General Group Plc | 30,423 | $370.0K | 0.00% | +18,249+149.9% | Added |
| MetLife Investment Management | 31,810 | $385.9K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 34,392 | $417.0K | 0.00% | −208,222−85.8% | Reduced |
| Voya Investment Management LLC | 35,069 | $425.0K | 0.00% | +1,718+5.2% | Added |
| IndexIQ Advisors LLC | 39,823 | $483.0K | 0.02% | +3,989+11.1% | Added |
| SEI Investments Co | 41,139 | $499.0K | 0.00% | +5,021+13.9% | Added |
| Voloridge Investment Management, LLC | 43,611 | $529.0K | 0.00% | +43,611 | New |
| Tower Research Capital LLC (TRC) | 45,482 | $552.0K | 0.01% | +12,339+37.2% | Added |
| Boston Partners | 45,632 | $554.0K | 0.00% | +45,632 | New |
| Manufacturers Life Insurance Company, The | 48,869 | $593.0K | 0.00% | −554−1.1% | Reduced |
| American International Group, Inc. | 49,745 | $603.0K | 0.00% | +1,223+2.5% | Added |
| SG Americas Securities, LLC | 52,218 | $633.0K | 0.00% | +3,329+6.8% | Added |
| New York State Common Retirement Fund | 57,540 | $698.0K | 0.00% | −16,669−22.5% | Reduced |
| Belvedere Trading LLC | 46,986 | $725.0K | 0.20% | +5,658+13.7% | Added |
| Blueshift Asset Management, LLC | 62,911 | $763.0K | 0.04% | +7,177+12.9% | Added |
| Stifel Financial Corp | 62,944 | $764.0K | 0.00% | +62,944 | New |
| Credit Suisse AG | 70,353 | $853.0K | 0.00% | +5,736+8.9% | Added |
| Barclays PLC | 70,488 | $854.0K | 0.00% | +47,820+211.0% | Added |
| UBS Asset Management Americas Inc | 71,147 | $863.0K | 0.00% | +961+1.4% | Added |
| Nikko Asset Management Americas, Inc. | 74,061 | $883.0K | 0.00% | −5,799−7.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 74,061 | $898.0K | 0.00% | −5,799−7.3% | Reduced |
| Ameriprise Financial Inc | 79,590 | $965.0K | 0.00% | +14,300+21.9% | Added |
| Mutual Advisors, LLC | 80,900 | $981.0K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 88,593 | $1.07M | 0.00% | −14,538−14.1% | Reduced |
| Alliancebernstein L.P. | 92,100 | $1.12M | 0.00% | −9,300−9.2% | Reduced |
| Morgan Stanley | 95,988 | $1.16M | 0.00% | −568,963−85.6% | Reduced |
| JPMorgan Chase & Co | 108,622 | $1.32M | 0.00% | −8,918−7.6% | Reduced |
| Ziegler Capital Management, LLC | 112,819 | $1.37M | 0.05% | −3,845−3.3% | Reduced |
| Rhumbline Advisers | 113,443 | $1.38M | 0.00% | +4,104+3.8% | Added |
| Allianz Asset Management GmbH | 120,705 | $1.46M | 0.00% | +5,008+4.3% | Added |
| Tudor Investment Corp Et Al | 121,872 | $1.48M | 0.03% | +121,872 | New |
| California State Teachers Retirement System | 124,950 | $1.52M | 0.00% | +5,677+4.8% | Added |
| TD Asset Management Inc | 127,725 | $1.55M | 0.00% | 00.0% | Unchanged |
| GMT Capital Corp | 150,974 | $1.83M | 0.16% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 153,524 | $1.86M | 0.01% | +13,341+9.5% | Added |
| Castleark Management LLC | 170,000 | $2.06M | 0.08% | +170,000 | New |
| CastleArk Alternatives, LLC | 170,000 | $2.06M | 0.08% | +170,000 | New |
| Swiss National Bank | 206,500 | $2.50M | 0.00% | +6,400+3.2% | Added |
| Alyeska Investment Group, L.P. | 207,125 | $2.51M | 0.03% | +207,125 | New |
| Invesco Ltd. | 265,511 | $3.22M | 0.00% | −47,979−15.3% | Reduced |
| Group One Trading, L.P. | 272,767 | $3.31M | 0.07% | +37,862+16.1% | Added |
| Parametric Portfolio Associates LLC | 282,471 | $3.43M | 0.00% | −3,252−1.1% | Reduced |
| Franklin Resources Inc | 283,921 | $3.44M | 0.00% | −29,854−9.5% | Reduced |
| Susquehanna International Group, LLP | 300,146 | $3.64M | 0.00% | −255,824−46.0% | Reduced |
| Russell Investments Group, Ltd. | 309,569 | $3.75M | 0.01% | +228,644+282.5% | Added |
| Bank of New York Mellon Corp | 314,714 | $3.82M | 0.00% | +29,337+10.3% | Added |
| Balyasny Asset Management LLC | 407,338 | $4.94M | 0.02% | −78,385−16.1% | Reduced |
| Bridgeway Capital Management, LLC | 443,700 | $5.38M | 0.10% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 446,103 | $5.41M | 0.00% | −455,260−50.5% | Reduced |
| Citadel Advisors LLC | 463,555 | $5.62M | 0.01% | +136,210+41.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 555,480 | $6.74M | 0.02% | +71,080+14.7% | Added |
| Lazard Asset Management LLC | 723,265 | $8.77M | 0.01% | +196,057+37.2% | Added |
| Wells Fargo & Company | 747,410 | $9.07M | 0.00% | +646,916+643.7% | Added |
| Kennedy Capital Management, Inc. | 808,873 | $9.81M | 0.22% | −28,032−3.3% | Reduced |
| Peregrine Capital Management LLC | 813,775 | $9.87M | 0.20% | −167,701−17.1% | Reduced |
| Charles Schwab Investment Management Inc | 926,124 | $11.2M | 0.00% | +104,325+12.7% | Added |
| Northern Trust Corp | 932,152 | $11.3M | 0.00% | +32,940+3.7% | Added |
| Epoch Investment Partners, Inc. | 1,411,191 | $17.1M | 0.10% | +512,787+57.1% | Added |
| Deutsche Bank AG | 1,451,915 | $17.6M | 0.01% | −158,210−9.8% | Reduced |
| Geode Capital Management, LLC | 1,542,709 | $18.7M | 0.00% | +114,488+8.0% | Added |
| Oakmont Corp | 1,545,694 | $18.7M | 1.47% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,571,538 | $19.1M | 0.00% | +1,410,807+877.7% | Added |