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, Q2 2023
Institutional positions in Liberty Energy Inc. as of Jun 30, 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
- 265
- +7 vs. Q1 2023
- Shares held
- 156.3M
- +556.3K (+0.4%) vs. Q1 2023
- Total value
- $2.08B
- +$82.2M (+4.1%) vs. Q1 2023
- New holders
- 35
- 123 more added
- Sold out
- 28
- 84 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 728,462 | $1 | 0.00% | +728,462 | New |
| Tfo-TDC, LLC | 7 | $94 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $348 | 0.00% | +1+4.0% | Added |
| AdvisorNet Financial, Inc | 27 | $361 | 0.00% | +2+8.0% | Added |
| SJS Investment Consulting Inc. | 32 | $428 | 0.00% | +10+45.5% | Added |
| Harbour Investments, Inc. | 43 | $575 | 0.00% | −3−6.5% | Reduced |
| JFS Wealth Advisors, LLC | 62 | $829 | 0.00% | +10+19.2% | Added |
| Institutional & Family Asset Management, LLC | 69 | $923 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $1.11K | 0.00% | −76−47.8% | Reduced |
| Versant Capital Management, Inc | 123 | $1.65K | 0.00% | +53+75.7% | Added |
| Global Retirement Partners, LLC | 144 | $1.93K | 0.00% | +6+4.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 122 | $2.00K | 0.00% | −1−0.8% | Reduced |
| Glassman Wealth Services | 193 | $2.58K | 0.00% | +15+8.4% | Added |
| Sutton Wealth Advisors Inc. | 200 | $2.67K | 0.00% | +200 | New |
| Bellevue Asset Management, LLC | 220 | $2.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 225 | $3.00K | 0.00% | +212+1,630.8% | Added |
| Tradition Wealth Management, LLC | 223 | $3.00K | 0.00% | +223 | New |
| IFP Advisors, Inc | 170 | $3.41K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 310 | $4.14K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 418 | $5.59K | 0.00% | +213+103.9% | Added |
| Parallel Advisors, LLC | 481 | $6.43K | 0.00% | +20+4.3% | Added |
| EverSource Wealth Advisors, LLC | 539 | $7.21K | 0.00% | +345+177.8% | Added |
| Washington Trust Advisors, Inc. | 581 | $7.77K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 596 | $7.97K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 725 | $9.69K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 749 | $10.0K | 0.00% | +295+65.0% | Added |
| Allworth Financial LP | 1,000 | $13.4K | 0.00% | +15+1.5% | Added |
| Proequities, Inc. | 1,452 | $19.4K | 0.00% | −308−17.5% | Reduced |
| Quadrant Capital Group LLC | 1,640 | $21.9K | 0.00% | −9−0.5% | Reduced |
| First Horizon Advisors, Inc. | 1,652 | $22.1K | 0.00% | +59+3.7% | Added |
| Harbor Capital Advisors, Inc. | 1,928 | $25.8K | 0.01% | +1,928 | New |
| Lindbrook Capital, LLC | 1,968 | $26.3K | 0.00% | −18−0.9% | Reduced |
| CWM, LLC | 1,983 | $27.0K | 0.00% | +1,254+172.0% | Added |
| Public Employees Retirement System of Ohio | 2,075 | $28.0K | 0.00% | +398+23.7% | Added |
| US Bancorp | 2,198 | $29.4K | 0.00% | −102−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,718 | $49.7K | 0.00% | −2,622−41.4% | Reduced |
| Quarry LP | 3,965 | $53.0K | 0.03% | +2,086+111.0% | Added |
| Farther Finance Advisors, LLC | 4,087 | $54.6K | 0.01% | +4,038+8,240.8% | Added |
| The PNC Financial Services Group, Inc. | 4,641 | $62.1K | 0.00% | +552+13.5% | Added |
| Great West Life Assurance Co | 5,776 | $78.0K | 0.00% | −93−1.6% | Reduced |
| Shell Asset Management Co | 7,284 | $97.0K | 0.00% | −41−0.6% | Reduced |
| Tucker Asset Management LLC | 7,293 | $97.5K | 0.03% | +7,293 | New |
| Rockefeller Capital Management L.P. | 9,341 | $124.9K | 0.00% | +9,341 | New |
| Metropolitan Life Insurance Co | 9,347 | $125.0K | 0.01% | +2,088+28.8% | Added |
| Counterpoint Mutual Funds LLC | 9,699 | $129.7K | 0.12% | +9,699 | New |
| CSS LLC | 10,000 | $133.7K | 0.01% | +10,000 | New |
| Quantamental Technologies LLC | 10,045 | $134.3K | 0.06% | +10,045 | New |
| Xponance, Inc. | 10,358 | $138.5K | 0.00% | +10,358 | New |
| State of Wyoming | 10,898 | $145.7K | 0.04% | −12,561−53.5% | Reduced |
| Benjamin Edwards Inc | 11,034 | $148.0K | 0.03% | +6,748+157.4% | Added |
| Centiva Capital, LP | 11,683 | $156.2K | 0.01% | +11,683 | New |
| Kestra Advisory Services, LLC | 11,700 | $156.4K | 0.00% | +300+2.6% | Added |
| Bridgefront Capital, LLC | 11,849 | $158.4K | 0.09% | +11,849 | New |
| Schroder Investment Management Group | 11,915 | $159.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 11,971 | $160.0K | 0.00% | −367−3.0% | Reduced |
| Jefferies Financial Group Inc. | 12,152 | $162.5K | 0.00% | +163+1.4% | Added |
| Mercer Global Advisors Inc | 12,564 | $168.0K | 0.00% | +1,616+14.8% | Added |
| Qsemble Capital Management, LP | 12,900 | $172.5K | 0.12% | +12,900 | New |
| Teza Capital Management LLC | 12,927 | $172.8K | 0.03% | +12,927 | New |
| State of Wisconsin Investment Board | 13,378 | $178.9K | 0.00% | −2,683−16.7% | Reduced |
| Well Done, LLC | 13,500 | $180.5K | 0.04% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 13,670 | $182.8K | 0.18% | −5,674−29.3% | Reduced |
| Boothbay Fund Management, LLC | 13,773 | $184.1K | 0.01% | −1,384−9.1% | Reduced |
| Bayesian Capital Management, LP | 14,100 | $188.5K | 0.02% | −745−5.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,128 | $188.9K | 0.01% | +3,419+31.9% | Added |
| BSW Wealth Partners | 14,150 | $189.2K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 14,800 | $197.9K | 0.05% | 00.0% | Unchanged |
| NinePointTwo Capital | 15,028 | $200.0K | 0.08% | 00.0% | Unchanged |
| Sandia Investment Management LP | 15,000 | $200.6K | 0.06% | 00.0% | Unchanged |
| Equitable Trust Co | 15,018 | $200.8K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,086 | $201.7K | 0.00% | +3,730+32.8% | Added |
| Amalgamated Bank | 15,689 | $210.0K | 0.00% | −3,459−18.1% | Reduced |
| AXA S.A. | 16,300 | $217.9K | 0.00% | −96,500−85.5% | Reduced |
| Sequoia Financial Advisors, LLC | 16,851 | $225.3K | 0.00% | +28+0.2% | Added |
| Mackenzie Financial Corp | 17,400 | $238.6K | 0.00% | −2,642−13.2% | Reduced |
| Advisor Partners II, LLC | 18,285 | $244.5K | 0.01% | +18,285 | New |
| Principal Financial Group Inc | 18,288 | $244.5K | 0.00% | +3,479+23.5% | Added |
| Public Employees Retirement Association of Colorado | 18,974 | $254.0K | 0.00% | 00.0% | Unchanged |
| Connacht Asset Management LP | 19,208 | $256.8K | 0.87% | −11,067−36.6% | Reduced |
| Pictet Asset Management SA | 19,619 | $262.3K | 0.00% | +3,497+21.7% | Added |
| Group One Trading, L.P. | 20,455 | $273.5K | 0.01% | −2,841−12.2% | Reduced |
| Mariner, LLC | 21,414 | $286.3K | 0.00% | +2,067+10.7% | Added |
| Ellevest, Inc. | 21,684 | $289.9K | 0.02% | +8,263+61.6% | Added |
| Virtu Financial LLC | 21,720 | $290.0K | 0.02% | +21,720 | New |
| Alps Advisors Inc | 22,105 | $295.5K | 0.00% | +165+0.8% | Added |
| ProShare Advisors LLC | 22,251 | $297.5K | 0.00% | +6,411+40.5% | Added |
| Perigon Wealth Management, LLC | 22,745 | $304.1K | 0.01% | −14,797−39.4% | Reduced |
| Graham Capital Management, L.P. | 23,921 | $319.8K | 0.01% | −151,826−86.4% | Reduced |
| Nisa Investment Advisors, LLC | 24,203 | $323.6K | 0.00% | −2,600−9.7% | Reduced |
| Capital Impact Advisors, LLC | 24,650 | $329.6K | 0.36% | +24,650 | New |
| PFS Investments Inc. | 25,342 | $339.0K | 0.01% | +2,026+8.7% | Added |
| Aquatic Capital Management LLC | 25,900 | $346.0K | 0.02% | +7,900+43.9% | Added |
| State of Tennessee, Treasury Department | 25,904 | $346.3K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 26,290 | $351.5K | 0.01% | +9,344+55.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,572 | $355.3K | 0.00% | +9,969+60.0% | Added |
| Axq Capital, LP | 26,900 | $359.7K | 0.44% | +26,900 | New |
| Ethic Inc. | 28,887 | $386.2K | 0.01% | +9,326+47.7% | Added |
| Snowden Capital Advisors LLC | 29,254 | $391.1K | 0.01% | +503+1.7% | Added |
| Victory Capital Management Inc | 29,990 | $401.0K | 0.00% | +1,532+5.4% | Added |
| Advisor Group Holdings, Inc. | 31,949 | $428.0K | 0.00% | +2,458+8.3% | Added |