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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 25,923 | $537.0K | 0.00% | −11,170−30.1% | Reduced |
| HGK Asset Management Inc | 25,836 | $535.3K | 0.10% | +8,586+49.8% | Added |
| Mercer Global Advisors Inc | 25,594 | $530.0K | 0.00% | +4,999+24.3% | Added |
| Benjamin Edwards Inc | 25,295 | $524.0K | 0.10% | +7,910+45.5% | Added |
| Gratus Capital LLC | 25,179 | $521.7K | 0.02% | −8,200−24.6% | Reduced |
| Nisa Investment Advisors, LLC | 25,133 | $520.8K | 0.00% | +960+4.0% | Added |
| Perigon Wealth Management, LLC | 24,815 | $514.2K | 0.02% | +571+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,225 | $501.9K | 0.00% | −1,851−7.1% | Reduced |
| AdvisorShares Investments LLC | 23,900 | $495.2K | 0.08% | +23,900 | New |
| Squarepoint Ops LLC | 23,843 | $494.0K | 0.00% | +23,843 | New |
| Pathstone Holdings, LLC | 23,568 | $488.3K | 0.00% | +2,249+10.5% | Added |
| Legato Capital Management LLC | 23,557 | $488.1K | 0.06% | +23,557 | New |
| Ellevest, Inc. | 23,335 | $483.5K | 0.03% | +2,034+9.5% | Added |
| Pictet Asset Management Holding SA | 21,826 | $452.2K | 0.00% | +1,704+8.5% | Added |
| Natixis Advisors, L.P. | 21,719 | $450.0K | 0.00% | +21,719 | New |
| LPL Financial LLC | 20,965 | $434.4K | 0.00% | −3,282−13.5% | Reduced |
| State of Wyoming | 20,695 | $428.8K | 0.07% | +2,694+15.0% | Added |
| Diversified Trust Co | 20,617 | $427.2K | 0.01% | +507+2.5% | Added |
| GWM Advisors LLC | 19,585 | $405.8K | 0.00% | +19,585 | New |
| Public Employees Retirement Association of Colorado | 18,974 | $393.0K | 0.00% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 17,908 | $371.1K | 0.29% | +17,908 | New |
| Sequoia Financial Advisors, LLC | 17,817 | $369.2K | 0.00% | −85−0.5% | Reduced |
| Janney Montgomery Scott LLC | 17,555 | $364.0K | 0.00% | +931+5.6% | Added |
| Prelude Capital Management, LLC | 17,308 | $358.6K | 0.02% | +5,397+45.3% | Added |
| Brevan Howard Capital Management LP | 16,925 | $350.7K | 0.03% | +16,925 | New |
| Paloma Partners Management Co | 16,836 | $348.8K | 0.05% | +16,836 | New |
| Walleye Capital LLC | 16,827 | $348.7K | 0.00% | +16,827 | New |
| AlphaMark Advisors, LLC | 16,786 | $348.0K | 0.12% | +16,786 | New |
| Ameritas Investment Partners, Inc. | 16,397 | $339.7K | 0.01% | −622−3.7% | Reduced |
| Alps Advisors Inc | 16,270 | $337.1K | 0.00% | −1,734−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 15,897 | $329.4K | 0.01% | +15,897 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,800 | $327.2K | 0.03% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 15,448 | $320.1K | 0.04% | +15,448 | New |
| Equitable Trust Co | 15,382 | $318.7K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 14,905 | $308.8K | 0.18% | +14,905 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $306.7K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 14,584 | $302.2K | 0.00% | +3,779+35.0% | Added |
| HighTower Advisors, LLC | 14,575 | $302.0K | 0.00% | +2,103+16.9% | Added |
| Prospera Financial Services Inc | 14,431 | $299.0K | 0.01% | +14,431 | New |
| CSS LLC | 14,300 | $296.3K | 0.02% | +14,300 | New |
| Envestnet Portfolio Solutions, Inc. | 14,262 | $295.5K | 0.00% | +543+4.0% | Added |
| JustInvest LLC | 13,874 | $287.5K | 0.01% | +2,622+23.3% | Added |
| Well Done, LLC | 13,868 | $287.3K | 0.06% | +330+2.4% | Added |
| International Assets Investment Management, LLC | 12,774 | $267.9K | 0.03% | −86−0.7% | Reduced |
| Vestcor Inc | 12,698 | $263.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,548 | $260.0K | 0.06% | +12,548 | New |
| Edge Financial Advisors LLC | 12,220 | $253.2K | 0.22% | +12,220 | New |
| Susquehanna International Group, LLP | 12,119 | $251.1K | 0.00% | −402,110−97.1% | Reduced |
| Duality Advisers, LP | 11,947 | $247.5K | 0.02% | +11,947 | New |
| Principal Securities, Inc. | 11,938 | $247.4K | 0.01% | +9,771+450.9% | Added |
| Toroso Investments, LLC | 11,648 | $241.3K | 0.00% | +218+1.9% | Added |
| Trexquant Investment LP | 11,457 | $237.4K | 0.00% | −30,301−72.6% | Reduced |
| United Services Automobile Association | 11,090 | $229.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,002 | $228.0K | 0.00% | +501+4.8% | Added |
| Xponance, Inc. | 10,007 | $207.3K | 0.00% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 10,000 | $207.2K | 0.39% | +10,000 | New |
| Gallacher Capital Management LLC | 9,935 | $205.9K | 0.10% | +9,935 | New |
| Mirabella Financial Services LLP | 9,686 | $200.2K | 0.01% | +9,686 | New |
| Metropolitan Life Insurance Co | 8,967 | $185.8K | 0.01% | −358−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 14,165 | $181.5K | 0.00% | −34,580−70.9% | Reduced |
| U S Global Investors Inc | 7,500 | $155.4K | 0.01% | +7,500 | New |
| Mendota Financial Group, LLC | 7,042 | $145.9K | 0.09% | +7,042 | New |
| Spirit of America Management Corp | 7,000 | $145.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,484 | $134.3K | 0.00% | +3,211+98.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,930 | $122.9K | 0.00% | +4,707+384.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,850 | $121.2K | 0.00% | +4,750+431.8% | Added |
| Tower Research Capital LLC (TRC) | 5,784 | $119.8K | 0.00% | −26,808−82.3% | Reduced |
| Farther Finance Advisors, LLC | 4,981 | $104.5K | 0.01% | −10−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,698 | $97.3K | 0.00% | −32,047−87.2% | Reduced |
| Quantbot Technologies LP | 4,379 | $90.7K | 0.01% | +4,379 | New |
| CWM, LLC | 4,337 | $90.0K | 0.00% | +196+4.7% | Added |
| Quest Partners LLC | 4,053 | $84.0K | 0.01% | +4,053 | New |
| US Bancorp | 3,935 | $81.5K | 0.00% | +39+1.0% | Added |
| KBC Group NV | 3,932 | $81.0K | 0.00% | +922+30.6% | Added |
| Lindbrook Capital, LLC | 3,393 | $70.3K | 0.01% | +1,199+54.6% | Added |
| Proequities, Inc. | 3,175 | $65.8K | 0.00% | +929+41.4% | Added |
| Headlands Technologies LLC | 2,678 | $55.5K | 0.01% | −6,895−72.0% | Reduced |
| Public Employees Retirement System of Ohio | 2,615 | $54.2K | 0.00% | +124+5.0% | Added |
| Quadrant Capital Group LLC | 2,297 | $47.6K | 0.00% | −612−21.0% | Reduced |
| nVerses Capital, LLC | 2,000 | $41.4K | 0.10% | +2,000 | New |
| Group One Trading, L.P. | 1,607 | $33.3K | 0.00% | +1,607 | New |
| Exchange Traded Concepts, LLC | 1,538 | $31.9K | 0.00% | +1,538 | New |
| Caitlin John, LLC | 1,265 | $26.2K | 0.02% | −96−7.1% | 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 |
| USA Financial Portformulas Corp | 1,157 | $24.0K | 0.00% | −82−6.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,100 | $22.8K | 0.01% | +1,100 | New |
| First Horizon Advisors, Inc. | 1,093 | $22.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,039 | $21.5K | 0.00% | +18+1.8% | Added |
| GAMMA Investing LLC | 1,030 | $21.3K | 0.00% | +379+58.2% | Added |
| Financial Management Professionals, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $20.7K | 0.00% | +1,000 | New |
| Quarry LP | 974 | $20.2K | 0.01% | +266+37.6% | Added |
| Frazier Financial Advisors, LLC | 859 | $17.8K | 0.01% | +522+154.9% | Added |
| Parallel Advisors, LLC | 803 | $16.6K | 0.00% | +249+44.9% | Added |
| FSA Wealth Management LLC | 800 | $16.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 776 | $16.1K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 699 | $14.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 682 | $14.1K | 0.00% | +21+3.2% | Added |
| EverSource Wealth Advisors, LLC | 641 | $14.1K | 0.00% | 00.0% | Unchanged |