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 2 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 |
|---|---|---|---|---|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 620 | $12.3K | 0.00% | −41,970−98.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $11.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $10.4K | 0.00% | +500 | New |
| Washington Trust Advisors, Inc. | 497 | $10.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 489 | $10.3K | 0.00% | +489 | New |
| TD Private Client Wealth LLC | 451 | $9.35K | 0.00% | −121−21.2% | Reduced |
| Richardson Financial Services Inc. | 403 | $8.35K | 0.01% | −8−1.9% | Reduced |
| Sandy Spring Bank | 310 | $6.42K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 289 | $5.99K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 227 | $4.70K | 0.00% | −21−8.5% | Reduced |
| Bellevue Asset Management, LLC | 188 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 172 | $3.56K | 0.00% | +24+16.2% | Added |
| IFP Advisors, Inc | 170 | $3.52K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 166 | $3.44K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 157 | $3.25K | 0.00% | +157 | New |
| Fifth Third Bancorp | 149 | $3.09K | 0.00% | +127+577.3% | Added |
| Fortitude Family Office, LLC | 139 | $2.88K | 0.00% | −229−62.2% | Reduced |
| Central Trust Co | 91 | $1.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $1.86K | 0.00% | −10−10.0% | Reduced |
| Harbor Investment Advisory, LLC | 71 | $1.47K | 0.00% | +71 | New |
| Versant Capital Management, Inc | 70 | $1.45K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 67 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.35K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $1.28K | 0.00% | +62 | New |
| Massmutual Trust Co FSB | 48 | $995 | 0.00% | −59−55.1% | Reduced |
| SJS Investment Consulting Inc. | 42 | $871 | 0.00% | −7−14.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $683 | 0.00% | +33 | New |
| WR Wealth Planners, LLC | 29 | $601 | 0.00% | +29 | New |
| Smartleaf Asset Management LLC | 27 | $549 | 0.00% | +27 | New |
| Institutional & Family Asset Management, LLC | 24 | $497 | 0.00% | −44−64.7% | Reduced |
| Abound Wealth Management | 20 | $415 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $394 | 0.00% | −3−13.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $373 | 0.00% | +3+20.0% | Added |
| Rothschild Investment LLC | 15 | $311 | 0.00% | +15 | New |
| Tfo-TDC, LLC | 7 | $145 | 0.00% | 00.0% | Unchanged |
| Amundi | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −560,536−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −372,886−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −355,997−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −298,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −138,950−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −79,884−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −49,697−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −44,082−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −38,512−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −32,077−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,707−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −16,401−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,293−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,775−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −14,640−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,644−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,067−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| NinePointTwo Capital | – | – | – | – | Not filed |