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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 10,647 | $170.5K | 0.00% | +10,647 | New |
| Ameritas Investment Partners, Inc. | 10,709 | $158.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,341 | $149.0K | 0.00% | −86−0.9% | Reduced |
| Proequities, Inc. | 9,063 | $145.1K | 0.01% | +1,933+27.1% | Added |
| Metropolitan Life Insurance Co | 8,625 | $138.1K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,350 | $118.0K | 0.01% | −1,049−12.5% | Reduced |
| Great West Life Assurance Co | 6,903 | $111.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,048 | $64.8K | 0.02% | +4,048 | New |
| The PNC Financial Services Group, Inc. | 3,442 | $55.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,597 | $41.6K | 0.00% | +2,597 | New |
| Ellevest, Inc. | 2,262 | $36.2K | 0.00% | +2,262 | New |
| Quadrant Capital Group LLC | 1,649 | $26.4K | 0.00% | +9+0.5% | Added |
| Benjamin Edwards Inc | 1,623 | $26.0K | 0.01% | +1,623 | New |
| Lindbrook Capital, LLC | 1,590 | $25.5K | 0.00% | +1,511+1,912.7% | Added |
| First Horizon Advisors, Inc. | 1,465 | $23.5K | 0.00% | −135−8.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,460 | $23.0K | 0.00% | −3,583−71.0% | Reduced |
| US Bancorp | 1,377 | $22.0K | 0.00% | +330+31.5% | Added |
| TCI Wealth Advisors, Inc. | 1,223 | $19.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,125 | $18.0K | 0.00% | +1,125 | New |
| Allworth Financial LP | 985 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 715 | $11.4K | 0.01% | +715 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 454 | $7.27K | 0.00% | +454 | New |
| CWM, LLC | 421 | $7.00K | 0.00% | +313+289.8% | Added |
| Parallel Advisors, LLC | 433 | $6.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 417 | $6.68K | 0.00% | +68+19.5% | Added |
| Global Retirement Partners, LLC | 380 | $6.08K | 0.00% | +380 | New |
| IFP Advisors, Inc | 293 | $6.00K | 0.00% | +293 | New |
| Contravisory Investment Management, Inc. | 369 | $5.91K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $5.00K | 0.00% | +312 | New |
| Sandy Spring Bank | 310 | $4.96K | 0.00% | +310 | New |
| EverSource Wealth Advisors, LLC | 194 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 158 | $2.53K | 0.00% | +26+19.7% | Added |
| Schubert & Co | 143 | $2.29K | 0.00% | +14+10.9% | Added |
| Capital Advisors, Ltd. LLC | 133 | $2.00K | 0.00% | +101+315.6% | Added |
| Glassman Wealth Services | 118 | $1.89K | 0.00% | +15+14.6% | Added |
| Versant Capital Management, Inc | 70 | $1.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $865 | 0.00% | +3+5.9% | Added |
| Institutional & Family Asset Management, LLC | 54 | $865 | 0.00% | +54 | New |
| Money Concepts Capital Corp | 50 | $801 | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 49 | $784 | 0.00% | +49 | New |
| Horan Securities, Inc. | 44 | $704 | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 41 | $656 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $544 | 0.00% | −6−15.0% | Reduced |
| Signaturefd, LLC | 33 | $528 | 0.00% | +9+37.5% | Added |
| Disciplined Investments, LLC | 22 | $352 | 0.00% | −1−4.3% | Reduced |
| Hexagon Capital Partners LLC | 22 | $352 | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 18 | $288 | 0.00% | +18 | New |
| Covestor Ltd | 13 | $0 | 0.00% | −7−35.0% | Reduced |
| Steward Financial Group LLC | 40 | $0 | 0.00% | +40 | New |
| Tfo-TDC, LLC | 3 | – | – | +3 | New |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −1,165,695−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −714,182−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −416,922−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −155,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −136,796−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −116,665−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −101,320−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −58,274−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −32,799−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −32,691−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −31,341−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −28,410−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −23,264−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,851−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −15,368−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,910−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −4,587−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Keebeck Alpha, LP | – | – | – | – | Not filed |
| CastleArk Alternatives, LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| New Century Advisors, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |