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, Q1 2024
Institutional positions in Liberty Energy Inc. as of Mar 31, 2024. 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
- 335
- +24 vs. Q4 2023
- Shares held
- 169.9M
- +5.74M (+3.5%) vs. Q4 2023
- Total value
- $3.52B
- +$541.9M (+18.2%) vs. Q4 2023
- New holders
- 63
- 120 more added
- Sold out
- 39
- 113 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 7 | $145 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $311 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $373 | 0.00% | +3+20.0% | Added |
| Parkside Financial Bank & Trust | 19 | $394 | 0.00% | −3−13.6% | Reduced |
| Abound Wealth Management | 20 | $415 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24 | $497 | 0.00% | −44−64.7% | Reduced |
| Smartleaf Asset Management LLC | 27 | $549 | 0.00% | +27 | New |
| WR Wealth Planners, LLC | 29 | $601 | 0.00% | +29 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $683 | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 42 | $871 | 0.00% | −7−14.3% | Reduced |
| Massmutual Trust Co FSB | 48 | $995 | 0.00% | −59−55.1% | Reduced |
| Umb Bank N A | 62 | $1.28K | 0.00% | +62 | New |
| Farmers & Merchants Investments Inc | 65 | $1.35K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 67 | $1.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $1.45K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $1.47K | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 90 | $1.86K | 0.00% | −10−10.0% | Reduced |
| Central Trust Co | 91 | $1.89K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 139 | $2.88K | 0.00% | −229−62.2% | Reduced |
| Fifth Third Bancorp | 149 | $3.09K | 0.00% | +127+577.3% | Added |
| Hexagon Capital Partners LLC | 157 | $3.25K | 0.00% | +157 | New |
| Meeder Asset Management Inc | 166 | $3.44K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 172 | $3.56K | 0.00% | +24+16.2% | Added |
| Bellevue Asset Management, LLC | 188 | $3.90K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 227 | $4.70K | 0.00% | −21−8.5% | Reduced |
| RFP Financial Group LLC | 289 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 310 | $6.42K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 403 | $8.35K | 0.01% | −8−1.9% | Reduced |
| TD Private Client Wealth LLC | 451 | $9.35K | 0.00% | −121−21.2% | Reduced |
| CIBC Private Wealth Group, LLC | 489 | $10.3K | 0.00% | +489 | New |
| Washington Trust Advisors, Inc. | 497 | $10.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $10.4K | 0.00% | +500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $11.3K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 620 | $12.3K | 0.00% | −41,970−98.5% | Reduced |
| EverSource Wealth Advisors, LLC | 641 | $14.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 682 | $14.1K | 0.00% | +21+3.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 699 | $14.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 776 | $16.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 800 | $16.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 803 | $16.6K | 0.00% | +249+44.9% | Added |
| Frazier Financial Advisors, LLC | 859 | $17.8K | 0.01% | +522+154.9% | Added |
| Quarry LP | 974 | $20.2K | 0.01% | +266+37.6% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $20.7K | 0.00% | +1,000 | New |
| Financial Management Professionals, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,030 | $21.3K | 0.00% | +379+58.2% | Added |
| Allworth Financial LP | 1,039 | $21.5K | 0.00% | +18+1.8% | Added |
| First Horizon Advisors, Inc. | 1,093 | $22.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,100 | $22.8K | 0.01% | +1,100 | New |
| USA Financial Portformulas Corp | 1,157 | $24.0K | 0.00% | −82−6.6% | Reduced |
| Covestor Ltd | 1,180 | $24.0K | 0.02% | −2,583−68.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,145 | $24.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,265 | $26.2K | 0.02% | −96−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,538 | $31.9K | 0.00% | +1,538 | New |
| Group One Trading, L.P. | 1,607 | $33.3K | 0.00% | +1,607 | New |
| nVerses Capital, LLC | 2,000 | $41.4K | 0.10% | +2,000 | New |
| Quadrant Capital Group LLC | 2,297 | $47.6K | 0.00% | −612−21.0% | Reduced |
| Public Employees Retirement System of Ohio | 2,615 | $54.2K | 0.00% | +124+5.0% | Added |
| Headlands Technologies LLC | 2,678 | $55.5K | 0.01% | −6,895−72.0% | Reduced |
| Proequities, Inc. | 3,175 | $65.8K | 0.00% | +929+41.4% | Added |
| Lindbrook Capital, LLC | 3,393 | $70.3K | 0.01% | +1,199+54.6% | Added |
| KBC Group NV | 3,932 | $81.0K | 0.00% | +922+30.6% | Added |
| US Bancorp | 3,935 | $81.5K | 0.00% | +39+1.0% | Added |
| Quest Partners LLC | 4,053 | $84.0K | 0.01% | +4,053 | New |
| CWM, LLC | 4,337 | $90.0K | 0.00% | +196+4.7% | Added |
| Quantbot Technologies LP | 4,379 | $90.7K | 0.01% | +4,379 | New |
| Advisor Group Holdings, Inc. | 4,698 | $97.3K | 0.00% | −32,047−87.2% | Reduced |
| Farther Finance Advisors, LLC | 4,981 | $104.5K | 0.01% | −10−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,784 | $119.8K | 0.00% | −26,808−82.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,850 | $121.2K | 0.00% | +4,750+431.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,930 | $122.9K | 0.00% | +4,707+384.9% | Added |
| The PNC Financial Services Group, Inc. | 6,484 | $134.3K | 0.00% | +3,211+98.1% | Added |
| Spirit of America Management Corp | 7,000 | $145.0K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7,042 | $145.9K | 0.09% | +7,042 | New |
| U S Global Investors Inc | 7,500 | $155.4K | 0.01% | +7,500 | New |
| State Board of Administration of Florida Retirement System | 14,165 | $181.5K | 0.00% | −34,580−70.9% | Reduced |
| Metropolitan Life Insurance Co | 8,967 | $185.8K | 0.01% | −358−3.8% | Reduced |
| Mirabella Financial Services LLP | 9,686 | $200.2K | 0.01% | +9,686 | New |
| Gallacher Capital Management LLC | 9,935 | $205.9K | 0.10% | +9,935 | New |
| Glaxis Capital Management, LLC | 10,000 | $207.2K | 0.39% | +10,000 | New |
| Xponance, Inc. | 10,007 | $207.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,002 | $228.0K | 0.00% | +501+4.8% | Added |
| United Services Automobile Association | 11,090 | $229.8K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,457 | $237.4K | 0.00% | −30,301−72.6% | Reduced |
| Toroso Investments, LLC | 11,648 | $241.3K | 0.00% | +218+1.9% | Added |
| Principal Securities, Inc. | 11,938 | $247.4K | 0.01% | +9,771+450.9% | Added |
| Duality Advisers, LP | 11,947 | $247.5K | 0.02% | +11,947 | New |
| Susquehanna International Group, LLP | 12,119 | $251.1K | 0.00% | −402,110−97.1% | Reduced |
| Edge Financial Advisors LLC | 12,220 | $253.2K | 0.22% | +12,220 | New |
| Fox Run Management, L.L.C. | 12,548 | $260.0K | 0.06% | +12,548 | New |
| Vestcor Inc | 12,698 | $263.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,774 | $267.9K | 0.03% | −86−0.7% | Reduced |
| Well Done, LLC | 13,868 | $287.3K | 0.06% | +330+2.4% | Added |
| JustInvest LLC | 13,874 | $287.5K | 0.01% | +2,622+23.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,262 | $295.5K | 0.00% | +543+4.0% | Added |
| CSS LLC | 14,300 | $296.3K | 0.02% | +14,300 | New |
| Prospera Financial Services Inc | 14,431 | $299.0K | 0.01% | +14,431 | New |
| HighTower Advisors, LLC | 14,575 | $302.0K | 0.00% | +2,103+16.9% | Added |
| Creative Planning | 14,584 | $302.2K | 0.00% | +3,779+35.0% | Added |
| Meridian Wealth Advisors, LLC | 14,800 | $306.7K | 0.06% | 00.0% | Unchanged |