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, Q2 2024
Institutional positions in Liberty Energy Inc. as of Jun 30, 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
- 331
- 0 vs. Q1 2024
- Shares held
- 168.8M
- −844.8K (−0.5%) vs. Q1 2024
- Total value
- $3.53B
- +$11.1M (+0.3%) vs. Q1 2024
- New holders
- 42
- 128 more added
- Sold out
- 42
- 121 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 7 | $146 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 19 | $397 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $418 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $585 | 0.00% | +10+55.6% | Added |
| Larson Financial Group LLC | 29 | $606 | 0.00% | +29 | New |
| WR Wealth Planners, LLC | 39 | $815 | 0.00% | +10+34.5% | Added |
| CVA Family Office, LLC | 40 | $836 | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 42 | $878 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 45 | $940 | 0.00% | +21+87.5% | Added |
| Rothschild Investment LLC | 45 | $940 | 0.00% | +30+200.0% | Added |
| Massmutual Trust Co FSB | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 72 | $1.50K | 0.00% | +72 | New |
| Central Trust Co | 91 | $1.90K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $2.09K | 0.00% | +100 | New |
| Meeder Asset Management Inc | 109 | $2.28K | 0.00% | −57−34.3% | Reduced |
| JFS Wealth Advisors, LLC | 115 | $2.40K | 0.00% | +25+27.8% | Added |
| Ronald Blue Trust, Inc. | 132 | $2.73K | 0.00% | +132 | New |
| Fortitude Family Office, LLC | 139 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 148 | $3.09K | 0.00% | −24−14.0% | Reduced |
| Global Retirement Partners, LLC | 160 | $3.34K | 0.00% | −67−29.5% | Reduced |
| IFP Advisors, Inc | 170 | $3.55K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 184 | $3.84K | 0.00% | +122+196.8% | Added |
| Bellevue Asset Management, LLC | 188 | $3.93K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 225 | $4.70K | 0.00% | +68+43.3% | Added |
| Fifth Third Bancorp | 278 | $5.81K | 0.00% | +129+86.6% | Added |
| RFP Financial Group LLC | 289 | $6.04K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 310 | $6.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 365 | $7.63K | 0.00% | +365 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 470 | $9.82K | 0.00% | −150−24.2% | Reduced |
| Washington Trust Advisors, Inc. | 497 | $10.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $11.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 548 | $11.4K | 0.00% | −19,037−97.2% | Reduced |
| Walleye Capital LLC | 551 | $11.5K | 0.00% | −16,276−96.7% | Reduced |
| TD Private Client Wealth LLC | 562 | $11.7K | 0.00% | +111+24.6% | Added |
| CIBC Private Wealth Group, LLC | 614 | $12.3K | 0.00% | +125+25.6% | Added |
| Quarry LP | 590 | $12.3K | 0.01% | −384−39.4% | Reduced |
| Smartleaf Asset Management LLC | 694 | $14.1K | 0.00% | +667+2,470.4% | Added |
| Signaturefd, LLC | 685 | $14.3K | 0.00% | +3+0.4% | Added |
| Planning Capital Management Corp | 776 | $16.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 808 | $16.9K | 0.00% | +5+0.6% | Added |
| EverSource Wealth Advisors, LLC | 701 | $16.9K | 0.00% | +60+9.4% | Added |
| Covestor Ltd | 866 | $18.0K | 0.01% | −314−26.6% | Reduced |
| First Horizon Advisors, Inc. | 947 | $19.8K | 0.00% | −146−13.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,018 | $21.3K | 0.00% | −139−12.0% | Reduced |
| Allworth Financial LP | 1,042 | $22.4K | 0.00% | +3+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $25.1K | 0.01% | +100+9.1% | Added |
| Optiver Holding B.V. | 1,327 | $27.7K | 0.00% | +1,327 | New |
| Benjamin F. Edwards & Company, Inc. | 1,328 | $28.0K | 0.00% | +183+16.0% | Added |
| SRS Capital Advisors, Inc. | 1,498 | $31.3K | 0.00% | +1,498 | New |
| EdgeRock Capital LLC | 1,526 | $31.9K | 0.02% | +1,526 | New |
| Frazier Financial Advisors, LLC | 1,709 | $35.7K | 0.03% | +850+99.0% | Added |
| Exchange Traded Concepts, LLC | 1,741 | $36.4K | 0.00% | +203+13.2% | Added |
| GAMMA Investing LLC | 1,743 | $36.4K | 0.00% | +713+69.2% | Added |
| US Bancorp | 2,164 | $45.2K | 0.00% | −1,771−45.0% | Reduced |
| Public Employees Retirement System of Ohio | 2,652 | $55.4K | 0.00% | +37+1.4% | Added |
| nVerses Capital, LLC | 2,900 | $60.6K | 0.04% | +900+45.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,200 | $66.8K | 0.00% | −2,730−46.0% | Reduced |
| Quadrant Capital Group LLC | 3,249 | $67.9K | 0.01% | +952+41.4% | Added |
| Proequities, Inc. | 3,312 | $69.2K | 0.00% | +137+4.3% | Added |
| Lindbrook Capital, LLC | 3,526 | $73.7K | 0.01% | +133+3.9% | Added |
| KBC Group NV | 3,932 | $82.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,741 | $99.0K | 0.00% | +3,134+195.0% | Added |
| CWM, LLC | 6,213 | $130.0K | 0.00% | +1,876+43.3% | Added |
| The PNC Financial Services Group, Inc. | 6,514 | $136.1K | 0.00% | +30+0.5% | Added |
| Advisor Group Holdings, Inc. | 6,899 | $144.1K | 0.00% | +2,201+46.8% | Added |
| Spirit of America Management Corp | 7,000 | $146.2K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7,042 | $147.1K | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 7,057 | $147.4K | 0.02% | +4,379+163.5% | Added |
| U S Global Investors Inc | 7,500 | $156.7K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,056 | $210.1K | 0.04% | +10,056 | New |
| Xponance, Inc. | 10,331 | $215.8K | 0.00% | +324+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 10,515 | $219.7K | 0.00% | +4,665+79.7% | Added |
| Kestra Advisory Services, LLC | 11,003 | $229.9K | 0.00% | +10.0% | Added |
| DekaBank Deutsche Girozentrale | 11,106 | $231.0K | 0.00% | −24,142−68.5% | Reduced |
| Scientech Research LLC | 11,203 | $234.0K | 0.05% | +11,203 | New |
| Principal Securities, Inc. | 11,533 | $240.9K | 0.01% | −405−3.4% | Reduced |
| United Services Automobile Association | 11,579 | $241.9K | 0.01% | +489+4.4% | Added |
| State of Wyoming | 11,815 | $246.8K | 0.04% | −8,880−42.9% | Reduced |
| Maven Securities LTD | 12,000 | $250.7K | 0.04% | +12,000 | New |
| International Assets Investment Management, LLC | 12,006 | $250.8K | 0.02% | −768−6.0% | Reduced |
| Oxford Asset Management LLP | 12,421 | $259.5K | 0.26% | +12,421 | New |
| Toroso Investments, LLC | 12,482 | $260.7K | 0.00% | +834+7.2% | Added |
| Paragon Capital Management Ltd | 12,502 | $261.2K | 0.05% | +12,502 | New |
| Simplicity Wealth,LLC | 12,517 | $261.5K | 0.01% | +12,517 | New |
| Bleakley Financial Group, LLC | 12,517 | $261.5K | 0.01% | +12,517 | New |
| Vestcor Inc | 12,698 | $265.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,978 | $271.1K | 0.00% | −13,844−51.6% | Reduced |
| LPL Financial LLC | 13,095 | $273.6K | 0.00% | −7,870−37.5% | Reduced |
| Gallacher Capital Management LLC | 13,377 | $279.4K | 0.15% | +3,442+34.6% | Added |
| Capital Advisors Inc | 13,650 | $285.1K | 0.01% | +13,650 | New |
| Envestnet Portfolio Solutions, Inc. | 13,829 | $288.9K | 0.00% | −433−3.0% | Reduced |
| Well Done, LLC | 14,025 | $293.0K | 0.06% | +157+1.1% | Added |
| PEAK6 Investments LLC | 14,127 | $295.1K | 0.01% | +14,127 | New |
| HighTower Advisors, LLC | 14,753 | $309.0K | 0.00% | +178+1.2% | Added |
| Meridian Wealth Advisors, LLC | 14,800 | $309.2K | 0.06% | 00.0% | Unchanged |