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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 94,961 | $1.72M | 0.00% | −88,000−48.1% | Reduced |
| Citigroup Inc | 95,587 | $1.73M | 0.00% | +9,702+11.3% | Added |
| Ci Investments Inc. | 95,901 | $1.74M | 0.01% | +5,292+5.8% | Added |
| Dynamic Technology Lab Private Ltd | 98,947 | $1.79M | 0.19% | +98,947 | New |
| Algert Global LLC | 100,471 | $1.82M | 0.07% | −258,361−72.0% | Reduced |
| Illinois Municipal Retirement Fund | 101,900 | $1.85M | 0.03% | +101,900 | New |
| Clark Capital Management Group, Inc. | 105,366 | $1.91M | 0.02% | +105,366 | New |
| Leuthold Group, LLC | 110,259 | $2.00M | 0.25% | +226+0.2% | Added |
| GMT Capital Corp | 110,974 | $2.01M | 0.08% | −40,000−26.5% | Reduced |
| South Dakota Investment Council | 114,148 | $2.07M | 0.04% | +23,400+25.8% | Added |
| Moran Wealth Management, LLC | 114,759 | $2.08M | 0.07% | +114,759 | New |
| Great West Life Assurance Co | 123,100 | $2.23M | 0.00% | −10,649−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 127,744 | $2.32M | 0.01% | −30,382−19.2% | Reduced |
| Texas Permanent School Fund | 132,527 | $2.40M | 0.02% | +856+0.7% | Added |
| State of Tennessee, Treasury Department | 132,890 | $2.41M | 0.01% | +56,335+73.6% | Added |
| Teacher Retirement System of Texas | 133,198 | $2.42M | 0.02% | +35,622+36.5% | Added |
| Mutual of America Capital Management LLC | 134,970 | $2.45M | 0.03% | +107,795+396.7% | Added |
| Twinbeech Capital LP | 137,137 | $2.49M | 0.04% | +137,137 | New |
| Oberweis Asset Management Inc | 137,400 | $2.49M | 0.23% | −12,000−8.0% | Reduced |
| Capital Fund Management S.A. | 138,950 | $2.52M | 0.03% | +138,950 | New |
| Wells Fargo & Company | 153,374 | $2.78M | 0.00% | +32,761+27.2% | Added |
| Great Lakes Advisors, LLC | 155,221 | $2.82M | 0.03% | −63,886−29.2% | Reduced |
| Oakmont Corp | 158,009 | $2.87M | 0.75% | −20,000−11.2% | Reduced |
| California State Teachers Retirement System | 171,309 | $3.11M | 0.00% | −8,451−4.7% | Reduced |
| Foundry Partners, LLC | 180,903 | $3.28M | 0.20% | +180,903 | New |
| CoreCommodity Management, LLC | 184,692 | $3.35M | 1.00% | −15,447−7.7% | Reduced |
| Credit Suisse AG | 188,009 | $3.41M | 0.00% | +8,173+4.5% | Added |
| Knights of Columbus Asset Advisors LLC | 194,701 | $3.53M | 0.23% | +194,701 | New |
| UBS Asset Management Americas Inc | 194,903 | $3.54M | 0.00% | −4,565−2.3% | Reduced |
| CastleKnight Management LP | 205,300 | $3.72M | 0.60% | −700−0.3% | Reduced |
| Impala Asset Management LLC | 210,000 | $3.81M | 4.12% | −106,000−33.5% | Reduced |
| Alliancebernstein L.P. | 223,482 | $4.05M | 0.00% | +17,159+8.3% | Added |
| Magnetar Financial LLC | 227,631 | $4.13M | 0.11% | +227,631 | New |
| Price T Rowe Associates Inc | 230,306 | $4.18M | 0.00% | −33,904−12.8% | Reduced |
| Apollon Wealth Management, LLC | 232,883 | $4.22M | 0.15% | −903−0.4% | Reduced |
| Miller Howard Investments Inc | 233,439 | $4.23M | 0.15% | +6,006+2.6% | Added |
| Bridgewater Associates, LP | 237,064 | $4.30M | 0.02% | +237,064 | New |
| O'Shaughnessy Asset Management, LLC | 240,693 | $4.37M | 0.06% | +89,015+58.7% | Added |
| First Trust Advisors LP | 268,030 | $4.86M | 0.01% | −67,775−20.2% | Reduced |
| TD Asset Management Inc | 271,788 | $4.93M | 0.00% | +110,800+68.8% | Added |
| Empowered Funds, LLC | 276,655 | $5.02M | 0.13% | −31,245−10.1% | Reduced |
| Barclays PLC | 276,966 | $5.02M | 0.00% | +181,394+189.8% | Added |
| Renaissance Technologies LLC | 298,500 | $5.42M | 0.01% | −951,300−76.1% | Reduced |
| SEI Investments Co | 302,194 | $5.48M | 0.01% | +14,137+4.9% | Added |
| Public Sector Pension Investment Board | 318,395 | $5.78M | 0.04% | +126,746+66.1% | Added |
| Swiss National Bank | 319,000 | $5.79M | 0.00% | −36,900−10.4% | Reduced |
| Woodson Capital Management, LP | 330,000 | $5.99M | 1.39% | −240,000−42.1% | Reduced |
| Roumell Asset Management, LLC | 333,402 | $6.05M | 13.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 333,929 | $6.06M | 0.02% | +333,929 | New |
| Bridgeway Capital Management, LLC | 341,800 | $6.20M | 0.13% | −50,000−12.8% | Reduced |
| Panagora Asset Management Inc | 345,286 | $6.26M | 0.04% | +572+0.2% | Added |
| Thrivent Financial for Lutherans | 350,466 | $6.36M | 0.01% | −164,474−31.9% | Reduced |
| Alyeska Investment Group, L.P. | 355,997 | $6.46M | 0.04% | −581,483−62.0% | Reduced |
| Prudential Financial Inc | 365,945 | $6.64M | 0.01% | −56,167−13.3% | Reduced |
| Sapience Investments, LLC | 369,037 | $6.69M | 1.59% | −192,972−34.3% | Reduced |
| Driehaus Capital Management LLC | 372,886 | $6.76M | 0.08% | +372,886 | New |
| Envestnet Asset Management Inc | 383,312 | $6.95M | 0.00% | +146,222+61.7% | Added |
| Zacks Investment Management | 412,746 | $7.49M | 0.09% | −29,785−6.7% | Reduced |
| Susquehanna International Group, LLP | 414,229 | $7.51M | 0.01% | +370,477+846.8% | Added |
| Thornburg Investment Management Inc | 422,800 | $7.67M | 0.11% | −63,331−13.0% | Reduced |
| Guggenheim Capital LLC | 430,082 | $7.80M | 0.06% | +48,318+12.7% | Added |
| Legal & General Group Plc | 440,123 | $7.98M | 0.00% | −2,731−0.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 440,360 | $7.99M | 0.03% | −22,570−4.9% | Reduced |
| Citadel Advisors LLC | 445,124 | $8.07M | 0.01% | −3,784,355−89.5% | Reduced |
| Peregrine Capital Management LLC | 471,120 | $8.55M | 0.26% | −155,424−24.8% | Reduced |
| Brandywine Global Investment Management, LLC | 472,554 | $8.57M | 0.07% | −49,043−9.4% | Reduced |
| Rhumbline Advisers | 496,880 | $9.01M | 0.01% | −29,562−5.6% | Reduced |
| Clifford Capital Partners LLC | 533,567 | $9.68M | 2.50% | −54,850−9.3% | Reduced |
| Ameriprise Financial Inc | 544,898 | $9.88M | 0.00% | −13,594−2.4% | Reduced |
| Victory Capital Management Inc | 558,741 | $10.1M | 0.01% | −95,839−14.6% | Reduced |
| Point72 Asset Management, L.P. | 560,536 | $10.2M | 0.03% | +560,536 | New |
| Amundi | 600,000 | $10.6M | 0.00% | +600,000 | New |
| Putnam Investments LLC | 615,933 | $11.2M | 0.01% | +47,910+8.4% | Added |
| Kennedy Capital Management, Inc. | 644,211 | $11.7M | 0.26% | −38,018−5.6% | Reduced |
| Man Group plc | 665,879 | $12.1M | 0.03% | – | – |
| Federated Hermes, Inc. | 719,851 | $13.1M | 0.03% | +603,496+518.7% | Added |
| Wellington Management Group LLP | 738,962 | $13.4M | 0.00% | −26,059−3.4% | Reduced |
| Gendell Jeffrey L | 739,939 | $13.4M | 0.73% | −151,513−17.0% | Reduced |
| AQR Capital Management LLC | 752,652 | $13.7M | 0.03% | −295,567−28.2% | Reduced |
| Norges Bank | 765,011 | $13.9M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 801,034 | $14.5M | 0.01% | −35,436−4.2% | Reduced |
| Glenmede Trust Co NA | 829,025 | $15.0M | 0.08% | −18,976−2.2% | Reduced |
| Epoch Investment Partners, Inc. | 886,776 | $16.1M | 0.07% | −103,425−10.4% | Reduced |
| LSV Asset Management | 897,180 | $16.3M | 0.04% | +752,980+522.2% | Added |
| Lazard Asset Management LLC | 936,123 | $17.0M | 0.02% | −286,279−23.4% | Reduced |
| Bank of America Corp | 1,041,697 | $18.9M | 0.00% | −25,337−2.4% | Reduced |
| Nuveen Asset Management, LLC | 1,156,511 | $21.0M | 0.01% | −333,981−22.4% | Reduced |
| Hennessy Advisors Inc | 1,173,000 | $21.3M | 1.07% | +1,173,000 | New |
| Towle & Co | 1,308,471 | $23.7M | 2.75% | −170,470−11.5% | Reduced |
| Morgan Stanley | 1,321,555 | $24.0M | 0.00% | −88,547−6.3% | Reduced |
| Goldman Sachs Group Inc | 1,534,643 | $27.8M | 0.01% | +1,767+0.1% | Added |
| Deutsche Bank AG | 1,541,234 | $28.0M | 0.01% | +1,147,013+291.0% | Added |
| Voloridge Investment Management, LLC | 1,599,071 | $29.0M | 0.11% | −184,992−10.4% | Reduced |
| JPMorgan Chase & Co | 1,690,336 | $30.7M | 0.00% | +178,722+11.8% | Added |
| Eagle Asset Management Inc | 1,753,211 | $31.8M | 0.17% | −321,587−15.5% | Reduced |
| Invesco Ltd. | 1,893,515 | $34.3M | 0.01% | +356,703+23.2% | Added |
| Northern Trust Corp | 2,054,004 | $37.3M | 0.01% | −46,263−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,078,178 | $37.7M | 0.06% | −146,419−6.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,087,938 | $37.9M | 0.01% | −28,713−1.4% | Reduced |
| Jupiter Asset Management Ltd | 2,246,295 | $40.7M | 0.40% | +2,236,045+21,815.1% | Added |