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, Q1 2023
Institutional positions in Liberty Energy Inc. as of Mar 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
- 259
- +9 vs. Q4 2022
- Shares held
- 155.8M
- +3.10M (+2.0%) vs. Q4 2022
- Total value
- $2.00B
- −$443.2M (−18.2%) vs. Q4 2022
- New holders
- 39
- 117 more added
- Sold out
- 30
- 73 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | −111−83.5% | Reduced |
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $90 | 0.00% | +4+133.3% | Added |
| SJS Investment Consulting Inc. | 22 | $282 | 0.00% | −12−35.3% | Reduced |
| Disciplined Investments, LLC | 25 | $320 | 0.00% | +3+13.6% | Added |
| AdvisorNet Financial, Inc | 25 | $320 | 0.00% | +7+38.9% | Added |
| Horan Securities, Inc. | 44 | $564 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46 | $589 | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 49 | $628 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $667 | 0.00% | −2−3.7% | Reduced |
| Institutional & Family Asset Management, LLC | 69 | $884 | 0.00% | +15+27.8% | Added |
| Versant Capital Management, Inc | 70 | $897 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 82 | $1.00K | 0.00% | +42+105.0% | Added |
| Schubert & Co | 82 | $1.05K | 0.00% | −61−42.7% | Reduced |
| Global Retirement Partners, LLC | 138 | $1.65K | 0.00% | −242−63.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 123 | $2.00K | 0.00% | +123 | New |
| Bell Investment Advisors, Inc | 159 | $2.04K | 0.00% | +118+287.8% | Added |
| Glassman Wealth Services | 178 | $2.28K | 0.00% | +60+50.8% | Added |
| EverSource Wealth Advisors, LLC | 194 | $2.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 205 | $2.63K | 0.00% | +172+521.2% | Added |
| Bellevue Asset Management, LLC | 220 | $2.82K | 0.00% | +62+39.2% | Added |
| IFP Advisors, Inc | 170 | $3.41K | 0.00% | −123−42.0% | Reduced |
| Sandy Spring Bank | 310 | $3.97K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 313 | $4.01K | 0.00% | +1+0.3% | Added |
| Contravisory Investment Management, Inc. | 369 | $4.73K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 454 | $5.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 461 | $5.91K | 0.00% | +28+6.5% | Added |
| Washington Trust Advisors, Inc. | 581 | $7.44K | 0.00% | +164+39.3% | Added |
| TD Private Client Wealth LLC | 596 | $7.63K | 0.00% | +596 | New |
| CWM, LLC | 729 | $9.00K | 0.00% | +308+73.2% | Added |
| Federation des caisses Desjardins du Quebec | 725 | $9.29K | 0.00% | +725 | New |
| Macroview Investment Management LLC | 890 | $11.4K | 0.02% | +890 | New |
| Allworth Financial LP | 985 | $12.6K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,223 | $15.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,328 | $17.0K | 0.00% | −1,269−48.9% | Reduced |
| First Horizon Advisors, Inc. | 1,593 | $20.4K | 0.00% | +128+8.7% | Added |
| Public Employees Retirement System of Ohio | 1,677 | $21.0K | 0.00% | +217+14.9% | Added |
| Quadrant Capital Group LLC | 1,649 | $21.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,760 | $22.5K | 0.00% | −7,303−80.6% | Reduced |
| Advisory Services Network, LLC | 1,825 | $23.4K | 0.00% | +700+62.2% | Added |
| Quarry LP | 1,879 | $24.1K | 0.01% | +1,164+162.8% | Added |
| Lindbrook Capital, LLC | 1,986 | $25.4K | 0.00% | +396+24.9% | Added |
| US Bancorp | 2,300 | $29.5K | 0.00% | +923+67.0% | Added |
| The PNC Financial Services Group, Inc. | 4,089 | $52.4K | 0.00% | +647+18.8% | Added |
| Benjamin Edwards Inc | 4,286 | $55.0K | 0.01% | +2,663+164.1% | Added |
| PEAK6 Investments LLC | 5,110 | $65.5K | 0.00% | +5,110 | New |
| Great West Life Assurance Co | 5,869 | $75.0K | 0.00% | −1,034−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,340 | $82.0K | 0.00% | −7,223−53.3% | Reduced |
| Simplex Trading, LLC | 7,006 | $89.0K | 0.00% | +7,006 | New |
| Metropolitan Life Insurance Co | 7,259 | $93.0K | 0.00% | −1,366−15.8% | Reduced |
| Shell Asset Management Co | 7,325 | $94.0K | 0.00% | −25−0.3% | Reduced |
| Dark Forest Capital Management LP | 9,629 | $123.3K | 0.03% | +5,581+137.9% | Added |
| Ameritas Investment Partners, Inc. | 10,709 | $137.2K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,802 | $138.4K | 0.05% | −26,782−71.3% | Reduced |
| Mercer Global Advisors Inc | 10,948 | $140.0K | 0.00% | +10,948 | New |
| Cetera Investment Advisers | 11,356 | $145.5K | 0.00% | +709+6.7% | Added |
| Kestra Advisory Services, LLC | 11,400 | $146.0K | 0.00% | −749−6.2% | Reduced |
| Rafferty Asset Management, LLC | 11,831 | $151.6K | 0.00% | −1,125−8.7% | Reduced |
| Schroder Investment Management Group | 11,915 | $152.6K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,989 | $153.6K | 0.00% | +11,989 | New |
| New York State Teachers Retirement System | 12,338 | $158.0K | 0.00% | −262−2.1% | Reduced |
| Ellevest, Inc. | 13,421 | $171.9K | 0.01% | +11,159+493.3% | Added |
| Well Done, LLC | 13,500 | $172.9K | 0.04% | 00.0% | Unchanged |
| BSW Wealth Partners | 14,150 | $181.3K | 0.04% | −4,264−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 14,165 | $181.5K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 14,800 | $189.6K | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,809 | $189.7K | 0.00% | −1,914−11.4% | Reduced |
| Bayesian Capital Management, LP | 14,845 | $190.2K | 0.02% | −2,500−14.4% | Reduced |
| NinePointTwo Capital | 15,028 | $192.0K | 0.07% | +15,028 | New |
| Sandia Investment Management LP | 15,000 | $192.2K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 15,018 | $192.4K | 0.02% | +15,018 | New |
| Boothbay Fund Management, LLC | 15,157 | $194.2K | 0.01% | −16,948−52.8% | Reduced |
| Citigroup Inc | 15,458 | $198.0K | 0.00% | −755−4.7% | Reduced |
| ProShare Advisors LLC | 15,840 | $202.9K | 0.00% | −2,072−11.6% | Reduced |
| State of Wisconsin Investment Board | 16,061 | $205.7K | 0.00% | −245−1.5% | Reduced |
| Pictet Asset Management SA | 16,122 | $206.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,603 | $212.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,823 | $215.5K | 0.00% | +11+0.1% | Added |
| Verition Fund Management LLC | 16,946 | $217.1K | 0.00% | −26,017−60.6% | Reduced |
| Aquatic Capital Management LLC | 18,000 | $231.0K | 0.01% | −64,200−78.1% | Reduced |
| Public Employees Retirement Association of Colorado | 18,974 | $243.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 19,148 | $245.0K | 0.00% | −3,502−15.5% | Reduced |
| Mariner, LLC | 19,347 | $247.0K | 0.00% | −1,338−6.5% | Reduced |
| Keebeck Alpha, LP | 19,344 | $247.8K | 0.29% | +19,344 | New |
| Ethic Inc. | 19,561 | $250.6K | 0.01% | +19,561 | New |
| Bailard, Inc. | 20,000 | $256.2K | 0.01% | +20,000 | New |
| Mackenzie Financial Corp | 20,042 | $256.7K | 0.00% | −2,139−9.6% | Reduced |
| Kula Investments, LLC | 20,652 | $264.6K | 0.07% | +20,652 | New |
| Petrus Trust Company, LTA | 21,196 | $271.5K | 0.03% | +21,196 | New |
| Alps Advisors Inc | 21,940 | $281.1K | 0.00% | +21,940 | New |
| Gsa Capital Partners LLP | 23,288 | $298.0K | 0.03% | −47,954−67.3% | Reduced |
| Group One Trading, L.P. | 23,296 | $298.4K | 0.01% | −9,584−29.1% | Reduced |
| State of Wyoming | 23,459 | $300.5K | 0.10% | +4,778+25.6% | Added |
| PFS Investments Inc. | 23,316 | $310.0K | 0.01% | +12,551+116.6% | Added |
| State of Tennessee, Treasury Department | 25,904 | $331.8K | 0.00% | +25,904 | New |
| Nisa Investment Advisors, LLC | 26,803 | $343.0K | 0.00% | +28+0.1% | Added |
| MML Investors Services, LLC | 27,070 | $347.0K | 0.00% | +9,623+55.2% | Added |
| Victory Capital Management Inc | 28,458 | $364.5K | 0.00% | +11,280+65.7% | Added |
| Snowden Capital Advisors LLC | 28,751 | $368.3K | 0.01% | +108+0.4% | Added |
| Advisor Group Holdings, Inc. | 29,491 | $378.1K | 0.00% | +6,957+30.9% | Added |