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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, Q4 2021

Institutional positions in Liberty Energy Inc. as of Dec 31, 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
134
+23 vs. Q3 2021
Shares held
109.5M
+12.2M (+12.6%) vs. Q3 2021
Total value
$1.06B
−$118.2M (−10.0%) vs. Q3 2021
New holders
31
54 more added
Sold out
8
35 more reduced

Compare with Q3 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.

Institutional holdersQ4 2021: 134 institutions
Q1 2021: 132 institutionsQ2 2021: 141 institutionsQ3 2021: 111 institutionsQ4 2021: 134 institutionsQ1 2022: 164 institutionsQ2 2022: 205 institutionsQ3 2022: 213 institutionsQ4 2022: 250 institutionsQ1 2023: 259 institutionsQ2 2023: 265 institutionsQ3 2023: 263 institutionsQ4 2023: 313 institutionsQ1 2024: 335 institutionsQ2 2024: 331 institutionsQ3 2024: 318 institutionsQ4 2024: 326 institutionsQ1 2025: 313 institutionsQ2 2025: 324 institutionsQ3 2025: 338 institutionsQ4 2025: 342 institutionsQ1 2026: 396 institutionsQ2 2026: 406 institutions
Value heldQ4 2021: $1.06B
Q1 2021: $1.19BQ2 2021: $1.35BQ3 2021: $1.18BQ4 2021: $1.06BQ1 2022: $1.83BQ2 2022: $1.89BQ3 2022: $1.86BQ4 2022: $2.44BQ1 2023: $2.00BQ2 2023: $2.08BQ3 2023: $3.06BQ4 2023: $2.99BQ1 2024: $3.52BQ2 2024: $3.53BQ3 2024: $3.36BQ4 2024: $3.29BQ1 2025: $2.47BQ2 2025: $1.79BQ3 2025: $2.00BQ4 2025: $3.01BQ1 2026: $5.00BQ2 2026: $4.76B
Institutions holding LBRT and their total value by quarter
QuarterHoldersValue
Q2 2026406$4.76B
Q1 2026396$5.00B
Q4 2025342$3.01B
Q3 2025338$2.00B
Q2 2025324$1.79B
Q1 2025313$2.47B
Q4 2024326$3.29B
Q3 2024318$3.36B
Q2 2024331$3.53B
Q1 2024335$3.52B
Q4 2023313$2.99B
Q3 2023263$3.06B
Q2 2023265$2.08B
Q1 2023259$2.00B
Q4 2022250$2.44B
Q3 2022213$1.86B
Q2 2022205$1.89B
Q1 2022164$1.83B
Q4 2021134$1.06B
Q3 2021111$1.18B
Q2 2021141$1.35B
Q1 2021132$1.19B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q3 2021.

Institutions holding LBRT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP42$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC11$00.00%+11New
Schubert & Co6$00.00%+6New
Covestor Ltd38$00.00%+38New
Glassman Wealth Services103$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc70$1.00K0.00%00.0%Unchanged
Leonteq Securities AG193$1.87K0.00%+193New
EverSource Wealth Advisors, LLC194$2.00K0.00%+194New
Private Capital Group, LLC377$4.00K0.00%00.0%Unchanged
US Bancorp487$5.00K0.00%−782−61.6%Reduced
Cutler Group LP658$6.00K0.00%−1,680−71.9%Reduced
Parallel Advisors, LLC781$8.00K0.00%+252+47.6%Added
NEXT Financial Group, Inc986$10.0K0.00%+986New
TCI Wealth Advisors, Inc.1,215$12.0K0.00%+1,215New
Aquatic Capital Management LLC1,500$15.0K0.03%+1,500New
Quadrant Capital Group LLC1,704$17.0K0.00%−15−0.9%Reduced
Point72 Hong Kong Ltd2,706$26.0K0.00%+2,706New
CastleArk Alternatives, LLC4,074$40.0K0.32%−165,926−97.6%Reduced
Public Employees Retirement System of Ohio4,400$43.0K0.00%+347+8.6%Added
Tower Research Capital LLC (TRC)4,889$47.0K0.00%−40,593−89.3%Reduced
Captrust Financial Advisors5,051$49.0K0.00%−185−3.5%Reduced
Great West Life Assurance Co5,710$55.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5,912$57.0K0.01%+5,912New
Ameritas Investment Partners, Inc.6,846$66.0K0.00%00.0%Unchanged
Principal Financial Group Inc10,510$102.0K0.00%−986−8.6%Reduced
Advisor Group Holdings, Inc.10,663$104.0K0.00%+10,463+5,231.5%Added
Well Done, LLC10,799$105.0K0.02%00.0%Unchanged
Shell Asset Management Co10,896$106.0K0.00%+261+2.5%Added
Tudor Investment Corp Et Al11,212$109.0K0.00%−110,660−90.8%Reduced
AlphaCrest Capital Management LLC11,391$110.0K0.00%+11,391New
Victory Capital Management Inc12,057$117.0K0.00%−375−3.0%Reduced
Amalgamated Bank13,272$129.0K0.00%−121−0.9%Reduced
Aveo Capital Partners, LLC13,878$135.0K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)14,282$139.0K0.00%+6,024+72.9%Added
Meridian Wealth Advisors, LLC14,800$144.0K0.03%00.0%Unchanged
HighTower Advisors, LLC15,000$146.0K0.00%00.0%Unchanged
PEAK6 Investments LLC16,183$157.0K0.00%+16,183New
Simplex Trading, LLC18,556$179.0K0.01%+9,880+113.9%Added
Janus Henderson Group PLC18,527$180.0K0.00%+18,527New
Teacher Retirement System of Texas18,997$184.0K0.00%+4,374+29.9%Added
Stifel Financial Corp19,335$188.0K0.00%−43,609−69.3%Reduced
Quadrature Capital Ltd19,690$191.0K0.01%+19,690New
ProShare Advisors LLC19,860$192.0K0.00%+8,211+70.5%Added
Raymond James & Associates20,888$203.0K0.00%−1,000−4.6%Reduced
XTX Topco Ltd21,453$208.0K0.12%+5,616+35.5%Added
Metropolitan Life Insurance Co23,338$226.4K0.00%+3,292+16.4%Added
MetLife Investment Management23,797$230.8K0.00%−8,013−25.2%Reduced
Citigroup Inc25,130$244.0K0.00%+13,056+108.1%Added
Arizona State Retirement System26,395$256.0K0.00%+943+3.7%Added
SG Americas Securities, LLC27,982$271.0K0.00%−24,236−46.4%Reduced
Nisa Investment Advisors, LLC22,500$272.0K0.00%00.0%Unchanged
Profund Advisors LLC28,694$278.0K0.01%+4,629+19.2%Added
Millennium Management LLC29,096$282.0K0.00%+29,096New
Quantbot Technologies LP29,851$289.0K0.02%+29,851New
Royal Bank of Canada29,955$291.0K0.00%+10,705+55.6%Added
Boston Partners31,489$305.0K0.00%−14,143−31.0%Reduced
Sciencast Management LP27,162$313.0K0.06%+27,162New
Legal & General Group Plc32,653$317.0K0.00%+2,230+7.3%Added
Envestnet Asset Management Inc34,392$334.0K0.00%+34,392New
Castleark Management LLC36,990$359.0K0.01%−133,010−78.2%Reduced
IndexIQ Advisors LLC37,405$363.0K0.01%−2,418−6.1%Reduced
Balyasny Asset Management LLC38,761$376.0K0.00%−368,577−90.5%Reduced
Voya Investment Management LLC40,348$391.0K0.00%+5,279+15.1%Added
American International Group, Inc.48,301$469.0K0.00%−1,444−2.9%Reduced
Manufacturers Life Insurance Company, The48,738$473.0K0.00%−131−0.3%Reduced
Guggenheim Capital LLC49,713$482.0K0.00%−103,811−67.6%Reduced
First Trust Advisors LP52,970$514.0K0.00%+52,970New
UBS Group AG53,511$519.0K0.00%+48,240+915.2%Added
HRT Financial LP61,274$594.0K0.00%+61,274New
Jane Street Group, LLC64,198$623.0K0.00%+64,198New
New York State Common Retirement Fund65,072$631.0K0.00%+7,532+13.1%Added
CoreCommodity Management, LLC66,409$644.0K0.18%+66,409New
Ensign Peak Advisors, Inc67,420$718.0K0.00%+67,420New
Credit Suisse AG74,581$723.0K0.00%+4,228+6.0%Added
UBS Asset Management Americas Inc74,672$724.3K0.00%+3,525+5.0%Added
BNP Paribas Arbitrage, SA74,698$724.6K0.00%+51,294+219.2%Added
Wells Fargo & Company79,593$772.0K0.00%−667,817−89.4%Reduced
Mutual Advisors, LLC80,900$785.0K0.04%00.0%Unchanged
Ameriprise Financial Inc82,175$797.0K0.00%+2,585+3.2%Added
Squarepoint Ops LLC91,747$890.0K0.00%+91,747New
JPMorgan Chase & Co100,129$971.0K0.00%−8,493−7.8%Reduced
Alliancebernstein L.P.101,900$988.0K0.00%+9,800+10.6%Added
Cubist Systematic Strategies, LLC108,254$1.05M0.01%+81,032+297.7%Added
Barclays PLC110,318$1.07M0.00%+39,830+56.5%Added
Rhumbline Advisers120,324$1.17M0.00%+6,881+6.1%Added
Nikko Asset Management Americas, Inc.132,546$1.18M0.01%+58,485+79.0%Added
Allianz Asset Management GmbH121,481$1.18M0.00%+776+0.6%Added
Ziegler Capital Management, LLC127,035$1.23M0.04%+14,216+12.6%Added
California State Teachers Retirement System131,943$1.28M0.00%+6,993+5.6%Added
Sumitomo Mitsui Trust Holdings, Inc.132,546$1.29M0.00%+58,485+79.0%Added
Bank of America Corp183,962$1.78M0.00%+95,369+107.6%Added
Susquehanna International Group, LLP208,754$2.02M0.00%−91,392−30.4%Reduced
Clifford Capital Partners LLC212,778$2.06M1.54%+212,778New
Swiss National Bank215,800$2.09M0.00%+9,300+4.5%Added
Invesco Ltd.232,392$2.25M0.00%−33,119−12.5%Reduced
Apollon Wealth Management, LLC242,026$2.34M0.19%+242,026New
TD Asset Management Inc255,450$2.48M0.00%+127,725+100.0%Added
GMT Capital Corp260,196$2.52M0.19%+109,222+72.3%Added
Morgan Stanley261,136$2.53M0.00%+165,148+172.1%Added
Russell Investments Group, Ltd.292,520$2.83M0.00%−17,049−5.5%Reduced