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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 265 institutions
Q1 2021: 132 institutionsQ2 2021: 141 institutionsQ3 2021: 111 institutionsQ4 2021: 134 institutionsQ1 2022: 164 institutionsQ2 2022: 205 institutionsQ3 2022: 213 institutionsQ4 2022: 250 institutionsQ1 2023: 259 institutionsQ2 2023: 265 institutionsQ3 2023: 263 institutionsQ4 2023: 313 institutionsQ1 2024: 335 institutionsQ2 2024: 331 institutionsQ3 2024: 318 institutionsQ4 2024: 326 institutionsQ1 2025: 313 institutionsQ2 2025: 324 institutionsQ3 2025: 338 institutionsQ4 2025: 342 institutionsQ1 2026: 396 institutionsQ2 2026: 406 institutions
Value heldQ2 2023: $2.08B
Q1 2021: $1.19BQ2 2021: $1.35BQ3 2021: $1.18BQ4 2021: $1.06BQ1 2022: $1.83BQ2 2022: $1.89BQ3 2022: $1.86BQ4 2022: $2.44BQ1 2023: $2.00BQ2 2023: $2.08BQ3 2023: $3.06BQ4 2023: $2.99BQ1 2024: $3.52BQ2 2024: $3.53BQ3 2024: $3.36BQ4 2024: $3.29BQ1 2025: $2.47BQ2 2025: $1.79BQ3 2025: $2.00BQ4 2025: $3.01BQ1 2026: $5.00BQ2 2026: $4.76B
Institutions holding LBRT and their total value by quarter
QuarterHoldersValue
Q2 2026406$4.76B
Q1 2026396$5.00B
Q4 2025342$3.01B
Q3 2025338$2.00B
Q2 2025324$1.79B
Q1 2025313$2.47B
Q4 2024326$3.29B
Q3 2024318$3.36B
Q2 2024331$3.53B
Q1 2024335$3.52B
Q4 2023313$2.99B
Q3 2023263$3.06B
Q2 2023265$2.08B
Q1 2023259$2.00B
Q4 2022250$2.44B
Q3 2022213$1.86B
Q2 2022205$1.89B
Q1 2022164$1.83B
Q4 2021134$1.06B
Q3 2021111$1.18B
Q2 2021141$1.35B
Q1 2021132$1.19B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q1 2023.

Institutions holding LBRT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Investment Partners, Inc.14,128$188.9K0.01%+3,419+31.9%Added
Bayesian Capital Management, LP14,100$188.5K0.02%−745−5.0%Reduced
Boothbay Fund Management, LLC13,773$184.1K0.01%−1,384−9.1%Reduced
Keebeck Alpha, LP13,670$182.8K0.18%−5,674−29.3%Reduced
Well Done, LLC13,500$180.5K0.04%00.0%Unchanged
State of Wisconsin Investment Board13,378$178.9K0.00%−2,683−16.7%Reduced
Teza Capital Management LLC12,927$172.8K0.03%+12,927New
Qsemble Capital Management, LP12,900$172.5K0.12%+12,900New
Mercer Global Advisors Inc12,564$168.0K0.00%+1,616+14.8%Added
Jefferies Financial Group Inc.12,152$162.5K0.00%+163+1.4%Added
New York State Teachers Retirement System11,971$160.0K0.00%−367−3.0%Reduced
Schroder Investment Management Group11,915$159.3K0.00%00.0%Unchanged
Bridgefront Capital, LLC11,849$158.4K0.09%+11,849New
Kestra Advisory Services, LLC11,700$156.4K0.00%+300+2.6%Added
Centiva Capital, LP11,683$156.2K0.01%+11,683New
Benjamin Edwards Inc11,034$148.0K0.03%+6,748+157.4%Added
State of Wyoming10,898$145.7K0.04%−12,561−53.5%Reduced
Xponance, Inc.10,358$138.5K0.00%+10,358New
Quantamental Technologies LLC10,045$134.3K0.06%+10,045New
CSS LLC10,000$133.7K0.01%+10,000New
Counterpoint Mutual Funds LLC9,699$129.7K0.12%+9,699New
Metropolitan Life Insurance Co9,347$125.0K0.01%+2,088+28.8%Added
Rockefeller Capital Management L.P.9,341$124.9K0.00%+9,341New
Tucker Asset Management LLC7,293$97.5K0.03%+7,293New
Shell Asset Management Co7,284$97.0K0.00%−41−0.6%Reduced
Great West Life Assurance Co5,776$78.0K0.00%−93−1.6%Reduced
The PNC Financial Services Group, Inc.4,641$62.1K0.00%+552+13.5%Added
Farther Finance Advisors, LLC4,087$54.6K0.01%+4,038+8,240.8%Added
Quarry LP3,965$53.0K0.03%+2,086+111.0%Added
Tower Research Capital LLC (TRC)3,718$49.7K0.00%−2,622−41.4%Reduced
US Bancorp2,198$29.4K0.00%−102−4.4%Reduced
Public Employees Retirement System of Ohio2,075$28.0K0.00%+398+23.7%Added
CWM, LLC1,983$27.0K0.00%+1,254+172.0%Added
Lindbrook Capital, LLC1,968$26.3K0.00%−18−0.9%Reduced
Harbor Capital Advisors, Inc.1,928$25.8K0.01%+1,928New
First Horizon Advisors, Inc.1,652$22.1K0.00%+59+3.7%Added
Quadrant Capital Group LLC1,640$21.9K0.00%−9−0.5%Reduced
Proequities, Inc.1,452$19.4K0.00%−308−17.5%Reduced
Allworth Financial LP1,000$13.4K0.00%+15+1.5%Added
Barrow Hanley Mewhinney & Strauss LLC749$10.0K0.00%+295+65.0%Added
Federation des caisses Desjardins du Quebec725$9.69K0.00%00.0%Unchanged
TD Private Client Wealth LLC596$7.97K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.581$7.77K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC539$7.21K0.00%+345+177.8%Added
Parallel Advisors, LLC481$6.43K0.00%+20+4.3%Added
Signaturefd, LLC418$5.59K0.00%+213+103.9%Added
Sandy Spring Bank310$4.14K0.00%00.0%Unchanged
IFP Advisors, Inc170$3.41K0.00%00.0%Unchanged
Covestor Ltd225$3.00K0.00%+212+1,630.8%Added
Tradition Wealth Management, LLC223$3.00K0.00%+223New
Bellevue Asset Management, LLC220$2.94K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.200$2.67K0.00%+200New
Glassman Wealth Services193$2.58K0.00%+15+8.4%Added
Psagot Value Holdings Ltd. / (Israel)122$2.00K0.00%−1−0.8%Reduced
Global Retirement Partners, LLC144$1.93K0.00%+6+4.3%Added
Versant Capital Management, Inc123$1.65K0.00%+53+75.7%Added
Bell Investment Advisors, Inc83$1.11K0.00%−76−47.8%Reduced
Institutional & Family Asset Management, LLC69$9230.00%00.0%Unchanged
JFS Wealth Advisors, LLC62$8290.00%+10+19.2%Added
Harbour Investments, Inc.43$5750.00%−3−6.5%Reduced
SJS Investment Consulting Inc.32$4280.00%+10+45.5%Added
AdvisorNet Financial, Inc27$3610.00%+2+8.0%Added
Disciplined Investments, LLC26$3480.00%+1+4.0%Added
Tfo-TDC, LLC7$940.00%00.0%Unchanged
Comerica Bank728,462$10.00%+728,462New
Balyasny Asset Management LLC0$00.00%−2,411,878−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−511,451−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−418,600−100.0%Sold out
Ergoteles LLC0$00.00%−417,444−100.0%Sold out
SIR Capital Management, L.P.0$00.00%−328,183−100.0%Sold out
Bridger Management, LLC0$00.00%−188,000−100.0%Sold out
Capital Fund Management S.A.0$00.00%−122,589−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−83,567−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−70,807−100.0%Sold out
Caxton Associates LP0$00.00%−70,037−100.0%Sold out
AE Wealth Management LLC0$00.00%−47,825−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−31,138−100.0%Sold out
Seven Eight Capital, LP0$00.00%−29,784−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−21,196−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−11,831−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−10,802−100.0%Sold out
Simplex Trading, LLC0$00.00%−7,006−100.0%Sold out
PEAK6 Investments LLC0$00.00%−5,110−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,825−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−1,328−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1,223−100.0%Sold out
Macroview Investment Management LLC0$00.00%−890−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−369−100.0%Sold out
Baystate Wealth Management LLC0$00.00%−313−100.0%Sold out
Schubert & Co0$00.00%−82−100.0%Sold out
Steward Financial Group LLC0$00.00%−82−100.0%Sold out
Horan Securities, Inc.0$00.00%−44−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−22−100.0%Sold out
Kula Investments, LLC––––Not filed