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, Q4 2023
Institutional positions in Liberty Energy Inc. as of Dec 31, 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
- 313
- +55 vs. Q3 2023
- Shares held
- 164.8M
- +801.5K (+0.5%) vs. Q3 2023
- Total value
- $2.99B
- −$62.9M (−2.1%) vs. Q3 2023
- New holders
- 79
- 92 more added
- Sold out
- 24
- 116 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 7 | $127 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $273 | 0.00% | +15 | New |
| Abound Wealth Management | 20 | $363 | 0.00% | +20 | New |
| Fifth Third Bancorp | 22 | $399 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $400 | 0.00% | −44−66.7% | Reduced |
| Pineridge Advisors LLC | 28 | $508 | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 36 | $653 | 0.00% | +7+24.1% | Added |
| SJS Investment Consulting Inc. | 49 | $889 | 0.00% | +9+22.5% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.18K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 67 | $1.22K | 0.00% | −15−18.3% | Reduced |
| Institutional & Family Asset Management, LLC | 68 | $1.23K | 0.00% | −1−1.4% | Reduced |
| Versant Capital Management, Inc | 70 | $1.27K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $1.40K | 0.00% | +77 | New |
| Glassman Wealth Services | 90 | $1.63K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 91 | $1.65K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 94 | $1.71K | 0.00% | +94 | New |
| JFS Wealth Advisors, LLC | 100 | $1.81K | 0.00% | +11+12.4% | Added |
| Massmutual Trust Co FSB | 107 | $1.94K | 0.00% | +107 | New |
| Ronald Blue Trust, Inc. | 93 | $2.00K | 0.00% | +93 | New |
| Bell Investment Advisors, Inc | 148 | $2.69K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 166 | $3.01K | 0.00% | +166 | New |
| IFP Advisors, Inc | 170 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 188 | $3.41K | 0.00% | −32−14.5% | Reduced |
| Global Retirement Partners, LLC | 248 | $4.23K | 0.00% | +100+67.6% | Added |
| RFP Financial Group LLC | 289 | $5.24K | 0.00% | +289 | New |
| Sandy Spring Bank | 310 | $5.62K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 337 | $6.11K | 0.01% | +337 | New |
| Fortitude Family Office, LLC | 368 | $6.68K | 0.00% | +368 | New |
| VitalStone Financial, LLC | 383 | $7.00K | 0.01% | +383 | New |
| Richardson Financial Services Inc. | 411 | $7.46K | 0.01% | +411 | New |
| Psagot Value Holdings Ltd. / (Israel) | 427 | $8.00K | 0.00% | −16−3.6% | Reduced |
| Washington Trust Advisors, Inc. | 497 | $9.02K | 0.00% | −84−14.5% | Reduced |
| Parallel Advisors, LLC | 554 | $10.1K | 0.00% | +73+15.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $10.1K | 0.00% | +543 | New |
| TD Private Client Wealth LLC | 572 | $10.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 641 | $11.6K | 0.00% | +50+8.5% | Added |
| Signaturefd, LLC | 661 | $12.0K | 0.00% | +243+58.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 699 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 708 | $12.8K | 0.01% | −3,272−82.2% | Reduced |
| SYSTM Wealth Solutions LLC | 718 | $13.0K | 0.00% | +718 | New |
| GAMMA Investing LLC | 651 | $13.5K | 0.00% | +651 | New |
| Planning Capital Management Corp | 776 | $14.1K | 0.01% | +776 | New |
| FSA Wealth Management LLC | 800 | $15.0K | 0.01% | +800 | New |
| Bessemer Group Inc | 941 | $17.0K | 0.00% | +941 | New |
| Financial Management Professionals, Inc. | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Allworth Financial LP | 1,021 | $18.5K | 0.00% | +6+0.6% | Added |
| First Horizon Advisors, Inc. | 1,093 | $19.8K | 0.00% | −44−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,100 | $20.0K | 0.00% | −400−26.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,145 | $21.0K | 0.00% | +1,145 | New |
| Northwestern Mutual Wealth Management Co | 1,223 | $22.2K | 0.00% | +1,223 | New |
| USA Financial Portformulas Corp | 1,239 | $22.5K | 0.00% | +1,239 | New |
| Caitlin John, LLC | 1,361 | $24.7K | 0.02% | +1,361 | New |
| EdgeRock Capital LLC | 1,357 | $26.9K | 0.02% | +1,357 | New |
| Cubist Systematic Strategies, LLC | 1,495 | $27.1K | 0.00% | +1,495 | New |
| Principal Securities, Inc. | 2,167 | $39.3K | 0.00% | +2,167 | New |
| Lindbrook Capital, LLC | 2,194 | $39.8K | 0.00% | +262+13.6% | Added |
| Proequities, Inc. | 2,246 | $40.7K | 0.00% | +951+73.4% | Added |
| Advisory Services Network, LLC | 2,400 | $43.5K | 0.00% | +2,400 | New |
| Public Employees Retirement System of Ohio | 2,491 | $45.2K | 0.00% | +174+7.5% | Added |
| Quadrant Capital Group LLC | 2,909 | $52.8K | 0.00% | +1,206+70.8% | Added |
| KBC Group NV | 3,010 | $55.0K | 0.00% | +1,088+56.6% | Added |
| West Tower Group, LLC | 3,097 | $56.2K | 0.11% | +3,097 | New |
| The PNC Financial Services Group, Inc. | 3,273 | $59.4K | 0.00% | +709+27.7% | Added |
| C M Bidwell & Associates Ltd | 3,450 | $62.6K | 0.05% | +3,450 | New |
| Covestor Ltd | 3,763 | $68.0K | 0.05% | +3,003+395.1% | Added |
| US Bancorp | 3,896 | $70.7K | 0.00% | +1,623+71.4% | Added |
| CWM, LLC | 4,141 | $75.0K | 0.00% | +975+30.8% | Added |
| Farther Finance Advisors, LLC | 4,991 | $90.5K | 0.01% | +889+21.7% | Added |
| DekaBank Deutsche Girozentrale | 5,248 | $95.0K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,000 | $127.0K | 0.03% | +7,000 | New |
| Metropolitan Life Insurance Co | 9,325 | $169.2K | 0.01% | −472−4.8% | Reduced |
| Headlands Technologies LLC | 9,573 | $173.7K | 0.05% | +9,573 | New |
| Xponance, Inc. | 10,007 | $181.5K | 0.00% | +10,007 | New |
| Kestra Advisory Services, LLC | 10,501 | $190.5K | 0.00% | +501+5.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,550 | $191.4K | 0.00% | +10,550 | New |
| Creative Planning | 10,805 | $196.0K | 0.00% | +10,805 | New |
| Convergence Investment Partners, LLC | 11,038 | $200.0K | 0.10% | +11,038 | New |
| United Services Automobile Association | 11,090 | $201.2K | 0.00% | +11,090 | New |
| Teza Capital Management LLC | 11,155 | $202.4K | 0.03% | +11,155 | New |
| JustInvest LLC | 11,252 | $204.1K | 0.01% | −132−1.2% | Reduced |
| Toroso Investments, LLC | 11,430 | $207.3K | 0.00% | −6,860−37.5% | Reduced |
| Prelude Capital Management, LLC | 11,911 | $216.1K | 0.02% | +11,911 | New |
| Dakota Wealth Management | 12,067 | $218.9K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,231 | $222.4K | 0.00% | −19,049−60.9% | Reduced |
| HighTower Advisors, LLC | 12,472 | $223.0K | 0.00% | −16,089−56.3% | Reduced |
| Axq Capital, LP | 12,300 | $223.1K | 0.06% | +12,300 | New |
| Vestcor Inc | 12,698 | $230.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,860 | $233.3K | 0.03% | +434+3.5% | Added |
| Well Done, LLC | 13,538 | $245.6K | 0.05% | +38+0.3% | Added |
| Entropy Technologies, LP | 13,644 | $247.5K | 0.05% | +13,644 | New |
| Envestnet Portfolio Solutions, Inc. | 13,719 | $248.9K | 0.00% | +3,059+28.7% | Added |
| NinePointTwo Capital | 14,563 | $264.0K | 0.10% | 00.0% | Unchanged |
| Scientech Research LLC | 14,640 | $265.4K | 0.26% | +14,640 | New |
| Cetera Advisor Networks LLC | 14,775 | $268.0K | 0.00% | +14,775 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $268.5K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,890 | $270.1K | 0.00% | +714+5.0% | Added |
| XTX Topco Ltd | 15,293 | $277.4K | 0.06% | +15,293 | New |
| State of Wisconsin Investment Board | 15,355 | $278.5K | 0.00% | −2,663−14.8% | Reduced |
| Equitable Trust Co | 15,382 | $279.0K | 0.02% | −964−5.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,800 | $286.6K | 0.03% | +15,800 | New |