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, Q3 2023
Institutional positions in Liberty Energy Inc. as of Sep 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
- 263
- +1 vs. Q2 2023
- Shares held
- 164.2M
- +8.22M (+5.3%) vs. Q2 2023
- Total value
- $3.06B
- +$980.4M (+47.2%) vs. Q2 2023
- New holders
- 46
- 107 more added
- Sold out
- 45
- 89 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 7 | $94 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $407 | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 29 | $537 | 0.00% | +2+7.4% | Added |
| SJS Investment Consulting Inc. | 40 | $741 | 0.00% | +8+25.0% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.20K | 0.00% | +65 | New |
| Parkside Financial Bank & Trust | 66 | $1.22K | 0.00% | +66 | New |
| Institutional & Family Asset Management, LLC | 69 | $1.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $1.30K | 0.00% | −53−43.1% | Reduced |
| Denali Advisors LLC | 82 | $1.52K | 0.00% | +82 | New |
| JFS Wealth Advisors, LLC | 89 | $1.65K | 0.00% | +27+43.5% | Added |
| Glassman Wealth Services | 90 | $1.67K | 0.00% | −103−53.4% | Reduced |
| Central Trust Co | 91 | $1.69K | 0.00% | +91 | New |
| Steward Financial Group LLC | 128 | $2.00K | 0.00% | +128 | New |
| Global Retirement Partners, LLC | 148 | $2.46K | 0.00% | +4+2.8% | Added |
| LGT Financial Advisors LLC | 134 | $2.48K | 0.00% | +134 | New |
| Bell Investment Advisors, Inc | 148 | $2.74K | 0.00% | +65+78.3% | Added |
| IFP Advisors, Inc | 170 | $3.15K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 200 | $3.70K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 223 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 220 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 310 | $5.74K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 418 | $7.74K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 443 | $8.00K | 0.00% | +321+263.1% | Added |
| Parallel Advisors, LLC | 481 | $8.91K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $9.26K | 0.01% | +500 | New |
| TD Private Client Wealth LLC | 572 | $10.6K | 0.00% | −24−4.0% | Reduced |
| Washington Trust Advisors, Inc. | 581 | $10.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 591 | $10.9K | 0.00% | +52+9.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 699 | $12.9K | 0.00% | −50−6.7% | Reduced |
| Covestor Ltd | 760 | $14.0K | 0.01% | +535+237.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,000 | $18.5K | 0.00% | +275+37.9% | Added |
| Allworth Financial LP | 1,015 | $18.8K | 0.00% | +15+1.5% | Added |
| First Horizon Advisors, Inc. | 1,137 | $21.1K | 0.00% | −515−31.2% | Reduced |
| Proequities, Inc. | 1,295 | $24.0K | 0.00% | −157−10.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $27.8K | 0.00% | +1,500 | New |
| Quadrant Capital Group LLC | 1,703 | $31.5K | 0.00% | +63+3.8% | Added |
| Group One Trading, L.P. | 1,731 | $32.1K | 0.00% | −18,724−91.5% | Reduced |
| Lindbrook Capital, LLC | 1,932 | $35.8K | 0.00% | −36−1.8% | Reduced |
| KBC Group NV | 1,922 | $36.0K | 0.00% | +1,922 | New |
| US Bancorp | 2,273 | $42.1K | 0.00% | +75+3.4% | Added |
| Public Employees Retirement System of Ohio | 2,317 | $43.0K | 0.00% | +242+11.7% | Added |
| The PNC Financial Services Group, Inc. | 2,564 | $47.5K | 0.00% | −2,077−44.8% | Reduced |
| CWM, LLC | 3,166 | $59.0K | 0.00% | +1,183+59.7% | Added |
| Quarry LP | 3,980 | $73.7K | 0.05% | +15+0.4% | Added |
| Farther Finance Advisors, LLC | 4,102 | $76.0K | 0.01% | +15+0.4% | Added |
| DekaBank Deutsche Girozentrale | 5,248 | $97.0K | 0.00% | +5,248 | New |
| Tower Research Capital LLC (TRC) | 5,307 | $98.3K | 0.00% | +1,589+42.7% | Added |
| Sandia Investment Management LP | 6,300 | $116.7K | 0.03% | −8,700−58.0% | Reduced |
| Metropolitan Life Insurance Co | 9,797 | $181.4K | 0.01% | +450+4.8% | Added |
| Kestra Advisory Services, LLC | 10,000 | $185.2K | 0.00% | −1,700−14.5% | Reduced |
| Quantamental Technologies LLC | 10,145 | $187.9K | 0.18% | +100+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,189 | $188.7K | 0.02% | −53,779−84.1% | Reduced |
| Jupiter Asset Management Ltd | 10,250 | $189.8K | 0.00% | +10,250 | New |
| Envestnet Portfolio Solutions, Inc. | 10,660 | $197.4K | 0.00% | +10,660 | New |
| Boothbay Fund Management, LLC | 10,814 | $200.3K | 0.01% | −2,959−21.5% | Reduced |
| JustInvest LLC | 11,384 | $210.8K | 0.01% | +11,384 | New |
| UBS Group AG | 11,535 | $213.6K | 0.00% | −105,915−90.2% | Reduced |
| Truist Financial Corp | 11,974 | $221.8K | 0.00% | +11,974 | New |
| Dakota Wealth Management | 12,067 | $223.5K | 0.01% | +12,067 | New |
| International Assets Investment Management, LLC | 12,426 | $232.0K | 0.03% | +12,426 | New |
| CIBC Asset Management Inc | 12,552 | $232.5K | 0.00% | +12,552 | New |
| Vestcor Inc | 12,698 | $235.0K | 0.01% | +12,698 | New |
| Well Done, LLC | 13,500 | $250.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,176 | $262.5K | 0.00% | −910−6.0% | Reduced |
| NinePointTwo Capital | 14,563 | $269.0K | 0.11% | −465−3.1% | Reduced |
| Park Avenue Securities LLC | 14,561 | $270.0K | 0.00% | +14,561 | New |
| Versor Investments LP | 14,659 | $271.5K | 0.05% | +14,659 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $274.1K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 15,382 | $285.0K | 0.07% | +4,348+39.4% | Added |
| Jefferies Financial Group Inc. | 15,590 | $288.7K | 0.01% | +3,438+28.3% | Added |
| Equitable Trust Co | 16,346 | $302.7K | 0.03% | +1,328+8.8% | Added |
| Ameritas Investment Partners, Inc. | 16,353 | $302.9K | 0.01% | +2,225+15.7% | Added |
| Mercer Global Advisors Inc | 16,731 | $310.0K | 0.00% | +4,167+33.2% | Added |
| AlphaMark Advisors, LLC | 16,797 | $311.0K | 0.13% | +16,797 | New |
| Y-Intercept (Hong Kong) Ltd | 16,808 | $311.3K | 0.03% | −60,827−78.3% | Reduced |
| Sequoia Financial Advisors, LLC | 17,281 | $320.1K | 0.01% | +430+2.6% | Added |
| HGK Asset Management Inc | 17,824 | $330.0K | 0.11% | +17,824 | New |
| State of Wisconsin Investment Board | 18,018 | $333.7K | 0.00% | +4,640+34.7% | Added |
| Toroso Investments, LLC | 18,290 | $338.7K | 0.01% | +18,290 | New |
| Diversified Trust Co | 18,708 | $346.5K | 0.01% | +18,708 | New |
| Public Employees Retirement Association of Colorado | 18,974 | $351.0K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 18,974 | $351.4K | 0.01% | +689+3.8% | Added |
| Alps Advisors Inc | 19,029 | $352.4K | 0.00% | −3,076−13.9% | Reduced |
| Bank of Montreal | 19,850 | $361.1K | 0.00% | −78,668−79.9% | Reduced |
| State of Wyoming | 20,843 | $386.0K | 0.08% | +9,945+91.3% | Added |
| Mariner, LLC | 21,156 | $391.8K | 0.00% | −258−1.2% | Reduced |
| Perigon Wealth Management, LLC | 21,157 | $391.8K | 0.02% | −1,588−7.0% | Reduced |
| Shell Asset Management Co | 21,359 | $396.0K | 0.02% | +14,075+193.2% | Added |
| Verition Fund Management LLC | 21,900 | $405.6K | 0.01% | −4,390−16.7% | Reduced |
| Pictet Asset Management Holding SA | 21,942 | $406.4K | 0.00% | +21,942 | New |
| Ellevest, Inc. | 22,140 | $410.0K | 0.03% | +456+2.1% | Added |
| Pearl River Capital, LLC | 23,207 | $429.8K | 0.07% | −66,424−74.1% | Reduced |
| Nisa Investment Advisors, LLC | 24,173 | $447.7K | 0.00% | −30−0.1% | Reduced |
| Mackenzie Financial Corp | 25,871 | $456.4K | 0.00% | +8,471+48.7% | Added |
| ProShare Advisors LLC | 25,034 | $463.6K | 0.00% | +2,783+12.5% | Added |
| Dark Forest Capital Management LP | 26,993 | $499.9K | 0.04% | −176,752−86.8% | Reduced |
| Mutual of America Capital Management LLC | 27,175 | $503.3K | 0.01% | +27,175 | New |
| HighTower Advisors, LLC | 28,561 | $529.0K | 0.00% | −5,013−14.9% | Reduced |
| Snowden Capital Advisors LLC | 29,652 | $549.2K | 0.02% | +398+1.4% | Added |
| Captrust Financial Advisors | 30,029 | $556.1K | 0.00% | +30,029 | New |