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 |
|---|---|---|---|---|---|
| Well Done, LLC | 13,500 | $250.0K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 12,698 | $235.0K | 0.01% | +12,698 | New |
| CIBC Asset Management Inc | 12,552 | $232.5K | 0.00% | +12,552 | New |
| International Assets Investment Management, LLC | 12,426 | $232.0K | 0.03% | +12,426 | New |
| Dakota Wealth Management | 12,067 | $223.5K | 0.01% | +12,067 | New |
| Truist Financial Corp | 11,974 | $221.8K | 0.00% | +11,974 | New |
| UBS Group AG | 11,535 | $213.6K | 0.00% | −105,915−90.2% | Reduced |
| JustInvest LLC | 11,384 | $210.8K | 0.01% | +11,384 | New |
| Boothbay Fund Management, LLC | 10,814 | $200.3K | 0.01% | −2,959−21.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,660 | $197.4K | 0.00% | +10,660 | New |
| Jupiter Asset Management Ltd | 10,250 | $189.8K | 0.00% | +10,250 | New |
| Campbell & CO Investment Adviser LLC | 10,189 | $188.7K | 0.02% | −53,779−84.1% | Reduced |
| Quantamental Technologies LLC | 10,145 | $187.9K | 0.18% | +100+1.0% | Added |
| Kestra Advisory Services, LLC | 10,000 | $185.2K | 0.00% | −1,700−14.5% | Reduced |
| Metropolitan Life Insurance Co | 9,797 | $181.4K | 0.01% | +450+4.8% | Added |
| Sandia Investment Management LP | 6,300 | $116.7K | 0.03% | −8,700−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,307 | $98.3K | 0.00% | +1,589+42.7% | Added |
| DekaBank Deutsche Girozentrale | 5,248 | $97.0K | 0.00% | +5,248 | New |
| Farther Finance Advisors, LLC | 4,102 | $76.0K | 0.01% | +15+0.4% | Added |
| Quarry LP | 3,980 | $73.7K | 0.05% | +15+0.4% | Added |
| CWM, LLC | 3,166 | $59.0K | 0.00% | +1,183+59.7% | Added |
| The PNC Financial Services Group, Inc. | 2,564 | $47.5K | 0.00% | −2,077−44.8% | Reduced |
| Public Employees Retirement System of Ohio | 2,317 | $43.0K | 0.00% | +242+11.7% | Added |
| US Bancorp | 2,273 | $42.1K | 0.00% | +75+3.4% | Added |
| KBC Group NV | 1,922 | $36.0K | 0.00% | +1,922 | New |
| Lindbrook Capital, LLC | 1,932 | $35.8K | 0.00% | −36−1.8% | Reduced |
| Group One Trading, L.P. | 1,731 | $32.1K | 0.00% | −18,724−91.5% | Reduced |
| Quadrant Capital Group LLC | 1,703 | $31.5K | 0.00% | +63+3.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $27.8K | 0.00% | +1,500 | New |
| Proequities, Inc. | 1,295 | $24.0K | 0.00% | −157−10.8% | Reduced |
| First Horizon Advisors, Inc. | 1,137 | $21.1K | 0.00% | −515−31.2% | Reduced |
| Allworth Financial LP | 1,015 | $18.8K | 0.00% | +15+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,000 | $18.5K | 0.00% | +275+37.9% | Added |
| Covestor Ltd | 760 | $14.0K | 0.01% | +535+237.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 699 | $12.9K | 0.00% | −50−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 591 | $10.9K | 0.00% | +52+9.6% | Added |
| Washington Trust Advisors, Inc. | 581 | $10.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 572 | $10.6K | 0.00% | −24−4.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $9.26K | 0.01% | +500 | New |
| Parallel Advisors, LLC | 481 | $8.91K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 443 | $8.00K | 0.00% | +321+263.1% | Added |
| Signaturefd, LLC | 418 | $7.74K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 310 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 220 | $4.07K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 223 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 200 | $3.70K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 148 | $2.74K | 0.00% | +65+78.3% | Added |
| LGT Financial Advisors LLC | 134 | $2.48K | 0.00% | +134 | New |
| Global Retirement Partners, LLC | 148 | $2.46K | 0.00% | +4+2.8% | Added |
| Steward Financial Group LLC | 128 | $2.00K | 0.00% | +128 | New |
| Central Trust Co | 91 | $1.69K | 0.00% | +91 | New |
| Glassman Wealth Services | 90 | $1.67K | 0.00% | −103−53.4% | Reduced |
| JFS Wealth Advisors, LLC | 89 | $1.65K | 0.00% | +27+43.5% | Added |
| Denali Advisors LLC | 82 | $1.52K | 0.00% | +82 | New |
| Versant Capital Management, Inc | 70 | $1.30K | 0.00% | −53−43.1% | Reduced |
| Institutional & Family Asset Management, LLC | 69 | $1.28K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $1.22K | 0.00% | +66 | New |
| Farmers & Merchants Investments Inc | 65 | $1.20K | 0.00% | +65 | New |
| SJS Investment Consulting Inc. | 40 | $741 | 0.00% | +8+25.0% | Added |
| AdvisorNet Financial, Inc | 29 | $537 | 0.00% | +2+7.4% | Added |
| Fifth Third Bancorp | 22 | $407 | 0.00% | +22 | New |
| Tfo-TDC, LLC | 7 | $94 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −430,712−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −306,800−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −277,700−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −273,932−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −267,773−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −229,594−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −204,827−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −167,986−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −157,650−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −142,185−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −133,115−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −124,800−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −122,805−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −113,475−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −93,817−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −91,163−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −80,952−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −61,752−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −59,631−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −49,834−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −46,212−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −38,945−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −33,172−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,921−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,720−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −19,208−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −14,150−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −13,670−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,927−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |