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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 20,595 | $374.0K | 0.00% | +3,864+23.1% | Added |
| Pictet Asset Management Holding SA | 20,122 | $365.0K | 0.00% | −1,820−8.3% | Reduced |
| Diversified Trust Co | 20,110 | $364.8K | 0.01% | +1,402+7.5% | Added |
| Public Employees Retirement Association of Colorado | 18,974 | $344.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18,707 | $339.3K | 0.05% | −8,286−30.7% | Reduced |
| Alps Advisors Inc | 18,004 | $326.6K | 0.00% | −1,025−5.4% | Reduced |
| State of Wyoming | 18,001 | $326.5K | 0.06% | −2,842−13.6% | Reduced |
| Sequoia Financial Advisors, LLC | 17,902 | $324.7K | 0.00% | +621+3.6% | Added |
| Benjamin Edwards Inc | 17,385 | $315.0K | 0.07% | +2,003+13.0% | Added |
| HGK Asset Management Inc | 17,250 | $312.9K | 0.07% | −574−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 17,019 | $308.7K | 0.01% | +666+4.1% | Added |
| Janney Montgomery Scott LLC | 16,624 | $302.0K | 0.00% | −16,449−49.7% | Reduced |
| Shell Asset Management Co | 16,401 | $298.0K | 0.01% | −4,958−23.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,800 | $286.6K | 0.03% | +15,800 | New |
| Equitable Trust Co | 15,382 | $279.0K | 0.02% | −964−5.9% | Reduced |
| State of Wisconsin Investment Board | 15,355 | $278.5K | 0.00% | −2,663−14.8% | Reduced |
| XTX Topco Ltd | 15,293 | $277.4K | 0.06% | +15,293 | New |
| Cetera Investment Advisers | 14,890 | $270.1K | 0.00% | +714+5.0% | Added |
| Meridian Wealth Advisors, LLC | 14,800 | $268.5K | 0.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,775 | $268.0K | 0.00% | +14,775 | New |
| Scientech Research LLC | 14,640 | $265.4K | 0.26% | +14,640 | New |
| NinePointTwo Capital | 14,563 | $264.0K | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 13,719 | $248.9K | 0.00% | +3,059+28.7% | Added |
| Entropy Technologies, LP | 13,644 | $247.5K | 0.05% | +13,644 | New |
| Well Done, LLC | 13,538 | $245.6K | 0.05% | +38+0.3% | Added |
| International Assets Investment Management, LLC | 12,860 | $233.3K | 0.03% | +434+3.5% | Added |
| Vestcor Inc | 12,698 | $230.0K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 12,300 | $223.1K | 0.06% | +12,300 | New |
| HighTower Advisors, LLC | 12,472 | $223.0K | 0.00% | −16,089−56.3% | Reduced |
| HSBC Holdings PLC | 12,231 | $222.4K | 0.00% | −19,049−60.9% | Reduced |
| Dakota Wealth Management | 12,067 | $218.9K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,911 | $216.1K | 0.02% | +11,911 | New |
| Toroso Investments, LLC | 11,430 | $207.3K | 0.00% | −6,860−37.5% | Reduced |
| JustInvest LLC | 11,252 | $204.1K | 0.01% | −132−1.2% | Reduced |
| Teza Capital Management LLC | 11,155 | $202.4K | 0.03% | +11,155 | New |
| United Services Automobile Association | 11,090 | $201.2K | 0.00% | +11,090 | New |
| Convergence Investment Partners, LLC | 11,038 | $200.0K | 0.10% | +11,038 | New |
| Creative Planning | 10,805 | $196.0K | 0.00% | +10,805 | New |
| Raymond James Financial Services Advisors, Inc. | 10,550 | $191.4K | 0.00% | +10,550 | New |
| Kestra Advisory Services, LLC | 10,501 | $190.5K | 0.00% | +501+5.0% | Added |
| Xponance, Inc. | 10,007 | $181.5K | 0.00% | +10,007 | New |
| Headlands Technologies LLC | 9,573 | $173.7K | 0.05% | +9,573 | New |
| Metropolitan Life Insurance Co | 9,325 | $169.2K | 0.01% | −472−4.8% | Reduced |
| Spirit of America Management Corp | 7,000 | $127.0K | 0.03% | +7,000 | New |
| DekaBank Deutsche Girozentrale | 5,248 | $95.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,991 | $90.5K | 0.01% | +889+21.7% | Added |
| CWM, LLC | 4,141 | $75.0K | 0.00% | +975+30.8% | Added |
| US Bancorp | 3,896 | $70.7K | 0.00% | +1,623+71.4% | Added |
| Covestor Ltd | 3,763 | $68.0K | 0.05% | +3,003+395.1% | Added |
| C M Bidwell & Associates Ltd | 3,450 | $62.6K | 0.05% | +3,450 | New |
| The PNC Financial Services Group, Inc. | 3,273 | $59.4K | 0.00% | +709+27.7% | Added |
| West Tower Group, LLC | 3,097 | $56.2K | 0.11% | +3,097 | New |
| KBC Group NV | 3,010 | $55.0K | 0.00% | +1,088+56.6% | Added |
| Quadrant Capital Group LLC | 2,909 | $52.8K | 0.00% | +1,206+70.8% | Added |
| Public Employees Retirement System of Ohio | 2,491 | $45.2K | 0.00% | +174+7.5% | Added |
| Advisory Services Network, LLC | 2,400 | $43.5K | 0.00% | +2,400 | New |
| Proequities, Inc. | 2,246 | $40.7K | 0.00% | +951+73.4% | Added |
| Lindbrook Capital, LLC | 2,194 | $39.8K | 0.00% | +262+13.6% | Added |
| Principal Securities, Inc. | 2,167 | $39.3K | 0.00% | +2,167 | New |
| Cubist Systematic Strategies, LLC | 1,495 | $27.1K | 0.00% | +1,495 | New |
| EdgeRock Capital LLC | 1,357 | $26.9K | 0.02% | +1,357 | New |
| Caitlin John, LLC | 1,361 | $24.7K | 0.02% | +1,361 | New |
| USA Financial Portformulas Corp | 1,239 | $22.5K | 0.00% | +1,239 | New |
| Northwestern Mutual Wealth Management Co | 1,223 | $22.2K | 0.00% | +1,223 | New |
| Benjamin F. Edwards & Company, Inc. | 1,145 | $21.0K | 0.00% | +1,145 | New |
| Steward Partners Investment Advisory, LLC | 1,100 | $20.0K | 0.00% | −400−26.7% | Reduced |
| First Horizon Advisors, Inc. | 1,093 | $19.8K | 0.00% | −44−3.9% | Reduced |
| Allworth Financial LP | 1,021 | $18.5K | 0.00% | +6+0.6% | Added |
| Financial Management Professionals, Inc. | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 941 | $17.0K | 0.00% | +941 | New |
| FSA Wealth Management LLC | 800 | $15.0K | 0.01% | +800 | New |
| Planning Capital Management Corp | 776 | $14.1K | 0.01% | +776 | New |
| GAMMA Investing LLC | 651 | $13.5K | 0.00% | +651 | New |
| SYSTM Wealth Solutions LLC | 718 | $13.0K | 0.00% | +718 | New |
| Quarry LP | 708 | $12.8K | 0.01% | −3,272−82.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 699 | $12.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 661 | $12.0K | 0.00% | +243+58.1% | Added |
| EverSource Wealth Advisors, LLC | 641 | $11.6K | 0.00% | +50+8.5% | Added |
| TD Private Client Wealth LLC | 572 | $10.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $10.1K | 0.00% | +543 | New |
| Parallel Advisors, LLC | 554 | $10.1K | 0.00% | +73+15.2% | Added |
| Washington Trust Advisors, Inc. | 497 | $9.02K | 0.00% | −84−14.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 427 | $8.00K | 0.00% | −16−3.6% | Reduced |
| Richardson Financial Services Inc. | 411 | $7.46K | 0.01% | +411 | New |
| VitalStone Financial, LLC | 383 | $7.00K | 0.01% | +383 | New |
| Fortitude Family Office, LLC | 368 | $6.68K | 0.00% | +368 | New |
| Frazier Financial Advisors, LLC | 337 | $6.11K | 0.01% | +337 | New |
| Sandy Spring Bank | 310 | $5.62K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 289 | $5.24K | 0.00% | +289 | New |
| Global Retirement Partners, LLC | 248 | $4.23K | 0.00% | +100+67.6% | Added |
| Bellevue Asset Management, LLC | 188 | $3.41K | 0.00% | −32−14.5% | Reduced |
| IFP Advisors, Inc | 170 | $3.08K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 166 | $3.01K | 0.00% | +166 | New |
| Bell Investment Advisors, Inc | 148 | $2.69K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $2.00K | 0.00% | +93 | New |
| Massmutual Trust Co FSB | 107 | $1.94K | 0.00% | +107 | New |
| JFS Wealth Advisors, LLC | 100 | $1.81K | 0.00% | +11+12.4% | Added |
| Robeco Institutional Asset Management B.V. | 94 | $1.71K | 0.00% | +94 | New |
| Central Trust Co | 91 | $1.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 90 | $1.63K | 0.00% | 00.0% | Unchanged |