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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 11,915 | $152.6K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 11,831 | $151.6K | 0.00% | −1,125−8.7% | Reduced |
| Kestra Advisory Services, LLC | 11,400 | $146.0K | 0.00% | −749−6.2% | Reduced |
| Cetera Investment Advisers | 11,356 | $145.5K | 0.00% | +709+6.7% | Added |
| Mercer Global Advisors Inc | 10,948 | $140.0K | 0.00% | +10,948 | New |
| Fox Run Management, L.L.C. | 10,802 | $138.4K | 0.05% | −26,782−71.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,709 | $137.2K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9,629 | $123.3K | 0.03% | +5,581+137.9% | Added |
| Shell Asset Management Co | 7,325 | $94.0K | 0.00% | −25−0.3% | Reduced |
| Metropolitan Life Insurance Co | 7,259 | $93.0K | 0.00% | −1,366−15.8% | Reduced |
| Simplex Trading, LLC | 7,006 | $89.0K | 0.00% | +7,006 | New |
| Tower Research Capital LLC (TRC) | 6,340 | $82.0K | 0.00% | −7,223−53.3% | Reduced |
| Great West Life Assurance Co | 5,869 | $75.0K | 0.00% | −1,034−15.0% | Reduced |
| PEAK6 Investments LLC | 5,110 | $65.5K | 0.00% | +5,110 | New |
| Benjamin Edwards Inc | 4,286 | $55.0K | 0.01% | +2,663+164.1% | Added |
| The PNC Financial Services Group, Inc. | 4,089 | $52.4K | 0.00% | +647+18.8% | Added |
| US Bancorp | 2,300 | $29.5K | 0.00% | +923+67.0% | Added |
| Lindbrook Capital, LLC | 1,986 | $25.4K | 0.00% | +396+24.9% | Added |
| Quarry LP | 1,879 | $24.1K | 0.01% | +1,164+162.8% | Added |
| Advisory Services Network, LLC | 1,825 | $23.4K | 0.00% | +700+62.2% | Added |
| Proequities, Inc. | 1,760 | $22.5K | 0.00% | −7,303−80.6% | Reduced |
| Quadrant Capital Group LLC | 1,649 | $21.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,677 | $21.0K | 0.00% | +217+14.9% | Added |
| First Horizon Advisors, Inc. | 1,593 | $20.4K | 0.00% | +128+8.7% | Added |
| Belpointe Asset Management LLC | 1,328 | $17.0K | 0.00% | −1,269−48.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,223 | $15.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 985 | $12.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 890 | $11.4K | 0.02% | +890 | New |
| Federation des caisses Desjardins du Quebec | 725 | $9.29K | 0.00% | +725 | New |
| CWM, LLC | 729 | $9.00K | 0.00% | +308+73.2% | Added |
| TD Private Client Wealth LLC | 596 | $7.63K | 0.00% | +596 | New |
| Washington Trust Advisors, Inc. | 581 | $7.44K | 0.00% | +164+39.3% | Added |
| Parallel Advisors, LLC | 461 | $5.91K | 0.00% | +28+6.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 454 | $5.82K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 369 | $4.73K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 313 | $4.01K | 0.00% | +1+0.3% | Added |
| Sandy Spring Bank | 310 | $3.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $3.41K | 0.00% | −123−42.0% | Reduced |
| Bellevue Asset Management, LLC | 220 | $2.82K | 0.00% | +62+39.2% | Added |
| Signaturefd, LLC | 205 | $2.63K | 0.00% | +172+521.2% | Added |
| EverSource Wealth Advisors, LLC | 194 | $2.48K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 178 | $2.28K | 0.00% | +60+50.8% | Added |
| Bell Investment Advisors, Inc | 159 | $2.04K | 0.00% | +118+287.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 123 | $2.00K | 0.00% | +123 | New |
| Global Retirement Partners, LLC | 138 | $1.65K | 0.00% | −242−63.7% | Reduced |
| Schubert & Co | 82 | $1.05K | 0.00% | −61−42.7% | Reduced |
| Steward Financial Group LLC | 82 | $1.00K | 0.00% | +42+105.0% | Added |
| Versant Capital Management, Inc | 70 | $897 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 69 | $884 | 0.00% | +15+27.8% | Added |
| JFS Wealth Advisors, LLC | 52 | $667 | 0.00% | −2−3.7% | Reduced |
| Farther Finance Advisors, LLC | 49 | $628 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46 | $589 | 0.00% | +46 | New |
| Horan Securities, Inc. | 44 | $564 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $320 | 0.00% | +3+13.6% | Added |
| AdvisorNet Financial, Inc | 25 | $320 | 0.00% | +7+38.9% | Added |
| SJS Investment Consulting Inc. | 22 | $282 | 0.00% | −12−35.3% | Reduced |
| Tfo-TDC, LLC | 7 | $90 | 0.00% | +4+133.3% | Added |
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | −111−83.5% | Reduced |
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 0 | $0 | 0.00% | −2,888,240−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −543,877−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −344,191−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −315,465−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −205,810−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −201,652−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −123,781−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −110,993−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −109,410−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −71,018−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −70,800−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −67,945−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −67,865−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −64,355−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −59,401−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −57,522−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −53,410−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −39,559−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −35,107−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −29,938−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −20,236−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −11,956−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,337−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,710−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9,341−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |