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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 16,401 | $298.0K | 0.01% | −4,958−23.2% | Reduced |
| Janney Montgomery Scott LLC | 16,624 | $302.0K | 0.00% | −16,449−49.7% | Reduced |
| Ameritas Investment Partners, Inc. | 17,019 | $308.7K | 0.01% | +666+4.1% | Added |
| HGK Asset Management Inc | 17,250 | $312.9K | 0.07% | −574−3.2% | Reduced |
| Benjamin Edwards Inc | 17,385 | $315.0K | 0.07% | +2,003+13.0% | Added |
| Sequoia Financial Advisors, LLC | 17,902 | $324.7K | 0.00% | +621+3.6% | Added |
| State of Wyoming | 18,001 | $326.5K | 0.06% | −2,842−13.6% | Reduced |
| Alps Advisors Inc | 18,004 | $326.6K | 0.00% | −1,025−5.4% | Reduced |
| Dark Forest Capital Management LP | 18,707 | $339.3K | 0.05% | −8,286−30.7% | Reduced |
| Public Employees Retirement Association of Colorado | 18,974 | $344.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 20,110 | $364.8K | 0.01% | +1,402+7.5% | Added |
| Pictet Asset Management Holding SA | 20,122 | $365.0K | 0.00% | −1,820−8.3% | Reduced |
| Mercer Global Advisors Inc | 20,595 | $374.0K | 0.00% | +3,864+23.1% | Added |
| Ellevest, Inc. | 21,301 | $386.4K | 0.03% | −839−3.8% | Reduced |
| Pathstone Holdings, LLC | 21,319 | $386.7K | 0.00% | +21,319 | New |
| Two Sigma Advisers, LP | 21,800 | $395.5K | 0.00% | +21,800 | New |
| Horizon Kinetics Asset Management LLC | 21,946 | $398.1K | 0.01% | +21,946 | New |
| Cambria Investment Management, L.P. | 23,115 | $419.3K | 0.03% | +23,115 | New |
| Bank of Montreal | 23,013 | $433.8K | 0.00% | +3,163+15.9% | Added |
| Qube Research & Technologies Ltd | 24,158 | $438.2K | 0.00% | +24,158 | New |
| Nisa Investment Advisors, LLC | 24,173 | $438.5K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 24,244 | $439.8K | 0.01% | +3,087+14.6% | Added |
| LPL Financial LLC | 24,247 | $439.8K | 0.00% | +24,247 | New |
| Bailard, Inc. | 24,400 | $442.6K | 0.01% | −15,500−38.8% | Reduced |
| Aventail Capital Group, LP | 25,000 | $453.5K | 0.04% | +25,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,076 | $473.0K | 0.00% | −5,053−16.2% | Reduced |
| Mariner, LLC | 26,574 | $482.1K | 0.00% | +5,418+25.6% | Added |
| Snowden Capital Advisors LLC | 27,568 | $500.1K | 0.02% | −2,084−7.0% | Reduced |
| Engineers Gate Manager LP | 28,015 | $508.2K | 0.01% | +28,015 | New |
| Gotham Asset Management, LLC | 28,165 | $510.9K | 0.01% | −15,940−36.1% | Reduced |
| Park Avenue Securities LLC | 28,240 | $512.0K | 0.01% | +13,679+93.9% | Added |
| Caxton Associates LP | 29,375 | $532.9K | 0.03% | +29,375 | New |
| Adage Capital Partners GP, L.L.C. | 30,000 | $544.2K | 0.00% | −689,795−95.8% | Reduced |
| ProShare Advisors LLC | 30,623 | $555.5K | 0.00% | +5,589+22.3% | Added |
| Mackenzie Financial Corp | 30,701 | $556.9K | 0.00% | +4,830+18.7% | Added |
| Arrowstreet Capital, Limited Partnership | 31,611 | $573.0K | 0.00% | +31,611 | New |
| Aviva PLC | 31,852 | $577.8K | 0.00% | +31,852 | New |
| Captrust Financial Advisors | 32,077 | $581.9K | 0.00% | +2,048+6.8% | Added |
| Centiva Capital, LP | 32,201 | $584.1K | 0.04% | −9,913−23.5% | Reduced |
| Tower Research Capital LLC (TRC) | 32,592 | $591.2K | 0.01% | +27,285+514.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,110 | $600.6K | 0.00% | −70,554−68.1% | Reduced |
| Profund Advisors LLC | 33,191 | $602.1K | 0.03% | −10,873−24.7% | Reduced |
| Gratus Capital LLC | 33,379 | $605.5K | 0.03% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 34,654 | $627.9K | 0.01% | −11,259−24.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 34,654 | $628.6K | 0.00% | −11,259−24.5% | Reduced |
| Ethic Inc. | 35,931 | $651.8K | 0.02% | +2,457+7.3% | Added |
| Advisor Group Holdings, Inc. | 36,745 | $666.5K | 0.00% | −9,672−20.8% | Reduced |
| SG Americas Securities, LLC | 37,093 | $673.0K | 0.01% | +37,093 | New |
| Friedenthal Financial | 38,512 | $698.6K | 0.46% | +38,512 | New |
| Unison Advisors LLC | 40,582 | $736.2K | 0.08% | +119+0.3% | Added |
| Trexquant Investment LP | 41,758 | $757.5K | 0.02% | −179,750−81.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 42,590 | $772.6K | 0.33% | −180−0.4% | Reduced |
| Royal Bank of Canada | 42,845 | $778.0K | 0.00% | +3,848+9.9% | Added |
| Jackson Creek Investment Advisors LLC | 44,082 | $800.0K | 0.31% | +44,082 | New |
| Oregon Public Employees Retirement Fund | 44,902 | $814.5K | 0.01% | −1,220−2.6% | Reduced |
| Arizona State Retirement System | 45,251 | $820.9K | 0.01% | −840−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 48,745 | $884.2K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 49,680 | $901.2K | 0.01% | −31,720−39.0% | Reduced |
| Semanteon Capital Management, LP | 49,697 | $901.5K | 0.61% | +49,697 | New |
| Teachers Retirement System of the State of Kentucky | 49,800 | $903.0K | 0.01% | +9,800+24.5% | Added |
| Ziegler Capital Management, LLC | 49,826 | $903.8K | 0.04% | +3,127+6.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 50,021 | $907.4K | 0.08% | +33,213+197.6% | Added |
| Ensign Peak Advisors, Inc | 53,900 | $977.7K | 0.00% | +6,200+13.0% | Added |
| Los Angeles Capital Management LLC | 54,062 | $980.7K | 0.00% | +11,870+28.1% | Added |
| Maryland State Retirement & Pension System | 55,764 | $1.01M | 0.02% | −1,349−2.4% | Reduced |
| Hara Capital LLC | 56,633 | $1.03M | 0.72% | +56,633 | New |
| BNP Paribas Arbitrage, SA | 56,815 | $1.03M | 0.00% | +20,939+58.4% | Added |
| ClearAlpha Technologies LP | 56,936 | $1.03M | 0.39% | +56,936 | New |
| QRG Capital Management, Inc. | 57,014 | $1.03M | 0.02% | +1,643+3.0% | Added |
| Amalgamated Bank | 58,856 | $1.07M | 0.01% | −3,513−5.6% | Reduced |
| Jane Street Group, LLC | 59,160 | $1.07M | 0.00% | −290,364−83.1% | Reduced |
| Truist Financial Corp | 59,383 | $1.08M | 0.00% | +47,409+395.9% | Added |
| STRS Ohio | 60,200 | $1.09M | 0.00% | +1,300+2.2% | Added |
| D. E. Shaw & Co., Inc. | 60,344 | $1.09M | 0.00% | +60,344 | New |
| Empirical Finance, LLC | 61,214 | $1.11M | 0.08% | +25,173+69.8% | Added |
| Stifel Financial Corp | 61,873 | $1.12M | 0.00% | +4,164+7.2% | Added |
| Raymond James & Associates | 63,029 | $1.14M | 0.00% | −2,149−3.3% | Reduced |
| Canada Pension Plan Investment Board | 64,000 | $1.16M | 0.00% | +64,000 | New |
| Voya Investment Management LLC | 65,669 | $1.19M | 0.00% | −1,249−1.9% | Reduced |
| New York State Common Retirement Fund | 68,042 | $1.23M | 0.00% | −22,272−24.7% | Reduced |
| Capital Impact Advisors, LLC | 72,046 | $1.31M | 1.72% | +23,581+48.7% | Added |
| Comerica Bank | 74,079 | $1.34M | 0.01% | −1,069−1.4% | Reduced |
| Louisiana State Employees Retirement System | 76,800 | $1.39M | 0.03% | −2,100−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 76,845 | $1.39M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 77,877 | $1.41M | 0.00% | −7,616−8.9% | Reduced |
| Castleark Management LLC | 78,490 | $1.42M | 0.06% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 79,884 | $1.45M | 0.23% | +56,677+244.2% | Added |
| Manufacturers Life Insurance Company, The | 80,589 | $1.46M | 0.00% | −1,415−1.7% | Reduced |
| Martingale Asset Management L P | 80,760 | $1.46M | 0.03% | −1,916−2.3% | Reduced |
| Yousif Capital Management, LLC | 80,819 | $1.47M | 0.02% | +3,966+5.2% | Added |
| Russell Investments Group, Ltd. | 81,342 | $1.48M | 0.00% | −15,174−15.7% | Reduced |
| Mutual Advisors, LLC | 81,394 | $1.48M | 0.05% | −8,484−9.4% | Reduced |
| New York State Teachers Retirement System | 84,069 | $1.52M | 0.00% | −312−0.4% | Reduced |
| Millennium Management LLC | 84,501 | $1.53M | 0.00% | +26,554+45.8% | Added |
| MetLife Investment Management | 86,797 | $1.57M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 87,213 | $1.58M | 0.06% | +34,417+65.2% | Added |
| UBS Group AG | 87,861 | $1.59M | 0.00% | +76,326+661.7% | Added |
| American International Group, Inc. | 88,929 | $1.61M | 0.01% | −1,671−1.8% | Reduced |
| MML Investors Services, LLC | 93,378 | $1.69M | 0.01% | +36,554+64.3% | Added |
| State of Alaska, Department of Revenue | 94,393 | $1.71M | 0.02% | −2,147−2.2% | Reduced |