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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 242,150 | $3.24M | 0.00% | +21,599+9.8% | Added |
| Capstone Investment Advisors, LLC | 267,773 | $3.58M | 0.11% | −200,653−42.8% | Reduced |
| CoreCommodity Management, LLC | 272,976 | $3.65M | 1.07% | +73,714+37.0% | Added |
| Marshall Wace, LLP | 273,932 | $3.66M | 0.01% | −475,924−63.5% | Reduced |
| Invesco Ltd. | 276,670 | $3.70M | 0.00% | −128,874−31.8% | Reduced |
| Canada Pension Plan Investment Board | 277,700 | $3.71M | 0.01% | +6,600+2.4% | Added |
| First Trust Advisors LP | 279,090 | $3.73M | 0.00% | −124,902−30.9% | Reduced |
| Rhumbline Advisers | 280,617 | $3.75M | 0.00% | +82,212+41.4% | Added |
| Hillsdale Investment Management Inc. | 306,800 | $4.10M | 0.38% | −49,700−13.9% | Reduced |
| Roumell Asset Management, LLC | 333,402 | $4.46M | 8.76% | +68,402+25.8% | Added |
| Empowered Funds, LLC | 339,231 | $4.54M | 0.16% | −26,036−7.1% | Reduced |
| EA Series Trust | 339,231 | $4.54M | 0.16% | +339,231 | New |
| Swiss National Bank | 362,900 | $4.85M | 0.00% | +87,700+31.9% | Added |
| Thrivent Financial for Lutherans | 373,094 | $4.99M | 0.01% | −17,215−4.4% | Reduced |
| Trexquant Investment LP | 426,911 | $5.71M | 0.15% | +105,354+32.8% | Added |
| Cubist Systematic Strategies, LLC | 430,712 | $5.76M | 0.06% | −69,957−14.0% | Reduced |
| Norges Bank | 433,666 | $5.80M | 0.00% | −243,200−35.9% | Reduced |
| Brandywine Global Investment Management, LLC | 469,292 | $6.27M | 0.05% | +514+0.1% | Added |
| Zacks Investment Management | 471,514 | $6.30M | 0.08% | +3,881+0.8% | Added |
| Susquehanna International Group, LLP | 504,437 | $6.74M | 0.01% | +149,286+42.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 519,070 | $6.94M | 0.03% | +59,650+13.0% | Added |
| Putnam Investments LLC | 539,933 | $7.22M | 0.01% | −11,621−2.1% | Reduced |
| Prudential Financial Inc | 546,262 | $7.30M | 0.01% | +157,779+40.6% | Added |
| Clifford Capital Partners LLC | 568,635 | $7.60M | 2.20% | −2,269−0.4% | Reduced |
| Sapience Investments, LLC | 578,309 | $7.73M | 1.74% | −13,111−2.2% | Reduced |
| Goldman Sachs Group Inc | 597,924 | $7.99M | 0.00% | +36,701+6.5% | Added |
| Woodson Capital Management, LP | 600,000 | $8.02M | 1.33% | +75,000+14.3% | Added |
| Algert Global LLC | 648,026 | $8.66M | 0.38% | +34,287+5.6% | Added |
| Peregrine Capital Management LLC | 653,397 | $8.74M | 0.24% | +105,460+19.2% | Added |
| Adage Capital Partners GP, L.L.C. | 670,000 | $8.96M | 0.02% | +600,000+857.1% | Added |
| Thornburg Investment Management Inc | 678,715 | $9.07M | 0.15% | −87,574−11.4% | Reduced |
| Kennedy Capital Management, Inc. | 698,955 | $9.35M | 0.22% | −69,741−9.1% | Reduced |
| Gendell Jeffrey L | 700,000 | $9.36M | 0.73% | −263,725−27.4% | Reduced |
| Glenmede Trust Co NA | 779,156 | $10.0M | 0.06% | +1,495+0.2% | Added |
| Deutsche Bank AG | 790,621 | $10.6M | 0.01% | +403,714+104.3% | Added |
| Epoch Investment Partners, Inc. | 871,027 | $11.6M | 0.07% | +871,027 | New |
| Wellington Management Group LLP | 937,855 | $12.5M | 0.00% | +195,655+26.4% | Added |
| Alyeska Investment Group, L.P. | 985,425 | $13.2M | 0.10% | −343,125−25.8% | Reduced |
| Bank of America Corp | 1,238,894 | $16.6M | 0.00% | −161,199−11.5% | Reduced |
| AQR Capital Management LLC | 1,250,832 | $16.7M | 0.04% | +246,669+24.6% | Added |
| Voloridge Investment Management, LLC | 1,387,235 | $18.5M | 0.09% | +333,841+31.7% | Added |
| Bank of New York Mellon Corp | 1,466,369 | $19.6M | 0.00% | +250,044+20.6% | Added |
| Renaissance Technologies LLC | 1,625,100 | $21.7M | 0.03% | +318,300+24.4% | Added |
| Towle & Co | 1,661,190 | $22.2M | 2.93% | +100,470+6.4% | Added |
| Lazard Asset Management LLC | 1,838,375 | $24.6M | 0.03% | +51,883+2.9% | Added |
| Charles Schwab Investment Management Inc | 1,852,828 | $24.8M | 0.01% | +185,063+11.1% | Added |
| Nuveen Asset Management, LLC | 1,938,143 | $25.9M | 0.01% | +111,343+6.1% | Added |
| American Century Companies Inc | 1,994,002 | $26.7M | 0.02% | +170,016+9.3% | Added |
| Morgan Stanley | 1,997,026 | $26.7M | 0.00% | +468,179+30.6% | Added |
| Northern Trust Corp | 2,007,486 | $26.8M | 0.01% | +245,900+14.0% | Added |
| JPMorgan Chase & Co | 2,043,683 | $27.3M | 0.00% | +727,376+55.3% | Added |
| Eagle Asset Management Inc | 2,279,183 | $30.5M | 0.17% | −65,143−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,510,232 | $33.6M | 0.05% | +303,456+13.8% | Added |
| Millennium Management LLC | 2,964,495 | $39.6M | 0.04% | −1,607,590−35.2% | Reduced |
| Geode Capital Management, LLC | 3,128,674 | $41.8M | 0.00% | +468,807+17.6% | Added |
| Franklin Resources Inc | 3,639,157 | $48.7M | 0.02% | +28,669+0.8% | Added |
| Citadel Advisors LLC | 3,899,994 | $52.1M | 0.06% | +1,486,825+61.6% | Added |
| State Street Corp | 4,260,630 | $57.0M | 0.00% | −170,812−3.9% | Reduced |
| Van Eck Associates Corp | 5,461,013 | $73.0M | 0.16% | −598,838−9.9% | Reduced |
| Macquarie Group Ltd | 6,644,061 | $88.8M | 0.10% | −1,441,349−17.8% | Reduced |
| Dimensional Fund Advisors LP | 8,639,280 | $115.5M | 0.04% | +1,110,364+14.7% | Added |
| T. Rowe Price Investment Management, Inc. | 9,613,326 | $128.5M | 0.09% | −428,171−4.3% | Reduced |
| BlackRock Inc. | 14,720,744 | $196.8M | 0.01% | +1,376,187+10.3% | Added |
| FMR LLC | 15,078,103 | $201.6M | 0.02% | −914,076−5.7% | Reduced |
| Vanguard Group Inc | 19,652,966 | $262.8M | 0.01% | +516,125+2.7% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,411,878−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −511,451−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −418,600−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −417,444−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −328,183−100.0% | Sold out |
| Bridger Management, LLC | 0 | $0 | 0.00% | −188,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −122,589−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −83,567−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −70,807−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −70,037−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −47,825−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −31,138−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −29,784−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −21,196−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,802−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,006−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |