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 2022
Institutional positions in Liberty Energy Inc. as of Dec 31, 2022. 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
- 250
- +43 vs. Q3 2022
- Shares held
- 152.7M
- +5.92M (+4.0%) vs. Q3 2022
- Total value
- $2.44B
- +$579.9M (+31.2%) vs. Q3 2022
- New holders
- 66
- 85 more added
- Sold out
- 23
- 77 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −7−35.0% | Reduced |
| Steward Financial Group LLC | 40 | $0 | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 18 | $288 | 0.00% | +18 | New |
| Disciplined Investments, LLC | 22 | $352 | 0.00% | −1−4.3% | Reduced |
| Hexagon Capital Partners LLC | 22 | $352 | 0.00% | +22 | New |
| Signaturefd, LLC | 33 | $528 | 0.00% | +9+37.5% | Added |
| SJS Investment Consulting Inc. | 34 | $544 | 0.00% | −6−15.0% | Reduced |
| Bell Investment Advisors, Inc | 41 | $656 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 44 | $704 | 0.00% | +44 | New |
| Farther Finance Advisors, LLC | 49 | $784 | 0.00% | +49 | New |
| Money Concepts Capital Corp | 50 | $801 | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 54 | $865 | 0.00% | +3+5.9% | Added |
| Institutional & Family Asset Management, LLC | 54 | $865 | 0.00% | +54 | New |
| Versant Capital Management, Inc | 70 | $1.12K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 118 | $1.89K | 0.00% | +15+14.6% | Added |
| Capital Advisors, Ltd. LLC | 133 | $2.00K | 0.00% | +101+315.6% | Added |
| Schubert & Co | 143 | $2.29K | 0.00% | +14+10.9% | Added |
| Bellevue Asset Management, LLC | 158 | $2.53K | 0.00% | +26+19.7% | Added |
| EverSource Wealth Advisors, LLC | 194 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 310 | $4.96K | 0.00% | +310 | New |
| Baystate Wealth Management LLC | 312 | $5.00K | 0.00% | +312 | New |
| Contravisory Investment Management, Inc. | 369 | $5.91K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 293 | $6.00K | 0.00% | +293 | New |
| Global Retirement Partners, LLC | 380 | $6.08K | 0.00% | +380 | New |
| Washington Trust Advisors, Inc. | 417 | $6.68K | 0.00% | +68+19.5% | Added |
| Parallel Advisors, LLC | 433 | $6.93K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 421 | $7.00K | 0.00% | +313+289.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 454 | $7.27K | 0.00% | +454 | New |
| Quarry LP | 715 | $11.4K | 0.01% | +715 | New |
| Allworth Financial LP | 985 | $15.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,125 | $18.0K | 0.00% | +1,125 | New |
| TCI Wealth Advisors, Inc. | 1,223 | $19.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,377 | $22.0K | 0.00% | +330+31.5% | Added |
| Public Employees Retirement System of Ohio | 1,460 | $23.0K | 0.00% | −3,583−71.0% | Reduced |
| First Horizon Advisors, Inc. | 1,465 | $23.5K | 0.00% | −135−8.4% | Reduced |
| Lindbrook Capital, LLC | 1,590 | $25.5K | 0.00% | +1,511+1,912.7% | Added |
| Benjamin Edwards Inc | 1,623 | $26.0K | 0.01% | +1,623 | New |
| Quadrant Capital Group LLC | 1,649 | $26.4K | 0.00% | +9+0.5% | Added |
| Ellevest, Inc. | 2,262 | $36.2K | 0.00% | +2,262 | New |
| Belpointe Asset Management LLC | 2,597 | $41.6K | 0.00% | +2,597 | New |
| The PNC Financial Services Group, Inc. | 3,442 | $55.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,048 | $64.8K | 0.02% | +4,048 | New |
| Great West Life Assurance Co | 6,903 | $111.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,350 | $118.0K | 0.01% | −1,049−12.5% | Reduced |
| Metropolitan Life Insurance Co | 8,625 | $138.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 9,063 | $145.1K | 0.01% | +1,933+27.1% | Added |
| Rockefeller Capital Management L.P. | 9,341 | $149.0K | 0.00% | −86−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,709 | $158.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,647 | $170.5K | 0.00% | +10,647 | New |
| Diversified Trust Co | 10,658 | $171.0K | 0.01% | +10,658 | New |
| Cornerstone Investment Partners, LLC | 10,710 | $171.5K | 0.01% | −300−2.7% | Reduced |
| PFS Investments Inc. | 10,765 | $172.0K | 0.00% | +10,765 | New |
| SG Americas Securities, LLC | 11,337 | $182.0K | 0.00% | −9,397−45.3% | Reduced |
| Los Angeles Capital Management LLC | 11,526 | $184.5K | 0.00% | +11,526 | New |
| Schroder Investment Management Group | 11,915 | $190.8K | 0.00% | +11,915 | New |
| Corsair Capital Management, L.P. | 11,956 | $191.4K | 0.07% | −5,038−29.6% | Reduced |
| Kestra Advisory Services, LLC | 12,149 | $194.5K | 0.00% | +12,149 | New |
| Well Done, LLC | 13,500 | $200.0K | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 12,600 | $202.0K | 0.00% | +12,600 | New |
| Rafferty Asset Management, LLC | 12,956 | $207.4K | 0.00% | −3,223−19.9% | Reduced |
| Tower Research Capital LLC (TRC) | 13,563 | $217.0K | 0.01% | −4,564−25.2% | Reduced |
| State Board of Administration of Florida Retirement System | 14,165 | $226.8K | 0.00% | +3,580+33.8% | Added |
| Kingsview Wealth Management, LLC | 14,570 | $233.3K | 0.01% | +14,570 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $236.9K | 0.06% | 00.0% | Unchanged |
| Sandia Investment Management LP | 15,000 | $240.2K | 0.04% | +5,000+50.0% | Added |
| Pictet Asset Management SA | 16,122 | $258.0K | 0.00% | +16,122 | New |
| Citigroup Inc | 16,213 | $259.6K | 0.00% | −1,096−6.3% | Reduced |
| State of Wisconsin Investment Board | 16,306 | $261.1K | 0.00% | −68,896−80.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,603 | $265.8K | 0.00% | +2,189+15.2% | Added |
| Principal Financial Group Inc | 16,723 | $267.7K | 0.00% | −4,060−19.5% | Reduced |
| Sequoia Financial Advisors, LLC | 16,812 | $269.2K | 0.01% | +16,812 | New |
| HighTower Advisors, LLC | 16,857 | $271.0K | 0.00% | +915+5.7% | Added |
| Victory Capital Management Inc | 17,178 | $275.0K | 0.00% | −9−0.1% | Reduced |
| Bayesian Capital Management, LP | 17,345 | $277.7K | 0.04% | −19,955−53.5% | Reduced |
| MML Investors Services, LLC | 17,447 | $279.0K | 0.00% | +2,748+18.7% | Added |
| Engineers Gate Manager LP | 17,690 | $283.2K | 0.02% | −38,453−68.5% | Reduced |
| ProShare Advisors LLC | 17,912 | $286.8K | 0.00% | +2,173+13.8% | Added |
| BSW Wealth Partners | 18,414 | $295.0K | 0.06% | −716−3.7% | Reduced |
| State of Wyoming | 18,681 | $299.1K | 0.10% | +6,601+54.6% | Added |
| Public Employees Retirement Association of Colorado | 18,974 | $304.0K | 0.00% | 00.0% | Unchanged |
| U S Global Investors Inc | 20,000 | $320.2K | 0.02% | 00.0% | Unchanged |
| Boston Partners | 20,236 | $324.0K | 0.00% | −13,959−40.8% | Reduced |
| Mariner, LLC | 20,685 | $331.0K | 0.00% | +2,879+16.2% | Added |
| Campbell & CO Investment Adviser LLC | 21,368 | $342.1K | 0.08% | +21,368 | New |
| Mackenzie Financial Corp | 22,181 | $355.1K | 0.00% | +22,181 | New |
| Advisor Group Holdings, Inc. | 22,534 | $360.0K | 0.00% | +2,799+14.2% | Added |
| Amalgamated Bank | 22,650 | $363.0K | 0.00% | −269−1.2% | Reduced |
| Capital Fund Management S.A. | 25,368 | $406.1K | 0.01% | +25,368 | New |
| Janus Henderson Group PLC | 25,427 | $407.2K | 0.00% | −20.0% | Reduced |
| Nisa Investment Advisors, LLC | 26,775 | $429.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 28,643 | $458.6K | 0.02% | +1,116+4.1% | Added |
| Castleark Management LLC | 29,590 | $473.7K | 0.02% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 29,938 | $479.0K | 2.21% | +29,938 | New |
| Profund Advisors LLC | 31,541 | $505.0K | 0.03% | +2,727+9.5% | Added |
| Boothbay Fund Management, LLC | 32,105 | $514.0K | 0.02% | −317,427−90.8% | Reduced |
| Group One Trading, L.P. | 32,880 | $526.4K | 0.02% | −39,267−54.4% | Reduced |
| Virginia Retirement Systems Et Al | 34,000 | $544.3K | 0.01% | +16,700+96.5% | Added |
| Greenland Capital Management LP | 35,107 | $562.1K | 0.10% | +35,107 | New |
| Arizona State Retirement System | 36,909 | $590.9K | 0.01% | +1,366+3.8% | Added |
| Fox Run Management, L.L.C. | 37,584 | $601.7K | 0.24% | +37,584 | New |