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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 25,179 | $526.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 25,051 | $523.3K | 0.00% | −7,807−23.8% | Reduced |
| CAPROCK Group, Inc. | 25,026 | $522.8K | 0.02% | +25,026 | New |
| Bank of Montreal | 23,488 | $491.5K | 0.00% | −5,628−19.3% | Reduced |
| Quest Partners LLC | 23,482 | $490.5K | 0.07% | +19,429+479.4% | Added |
| RSM US Wealth Management LLC | 23,719 | $481.0K | 0.01% | +23,719 | New |
| Perigon Wealth Management, LLC | 22,889 | $478.2K | 0.01% | −1,926−7.8% | Reduced |
| Pictet Asset Management Holding SA | 21,826 | $455.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21,283 | $444.6K | 0.00% | −3,850−15.3% | Reduced |
| Avantax Advisory Services, Inc. | 21,054 | $439.8K | 0.00% | +21,054 | New |
| Natixis Advisors, L.P. | 20,929 | $437.0K | 0.00% | −790−3.6% | Reduced |
| Bokf, NA | 20,770 | $433.9K | 0.01% | −50,273−70.8% | Reduced |
| Ellevest, Inc. | 20,757 | $433.6K | 0.03% | −2,578−11.0% | Reduced |
| Qsemble Capital Management, LP | 20,342 | $424.9K | 0.08% | +20,342 | New |
| Farther Finance Advisors, LLC | 20,119 | $408.0K | 0.02% | +15,138+303.9% | Added |
| CSS LLC | 19,300 | $403.2K | 0.03% | +5,000+35.0% | Added |
| Public Employees Retirement Association of Colorado | 18,974 | $396.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 18,753 | $391.8K | 0.00% | +4,169+28.6% | Added |
| Andina Capital Management, LLC | 18,599 | $388.5K | 0.29% | +691+3.9% | Added |
| Sequoia Financial Advisors, LLC | 17,888 | $373.7K | 0.00% | +71+0.4% | Added |
| MQS Management LLC | 17,643 | $368.6K | 0.22% | +2,738+18.4% | Added |
| Inceptionr LLC | 17,220 | $359.7K | 0.10% | −12,927−42.9% | Reduced |
| ClearAlpha Technologies LP | 16,487 | $344.4K | 0.14% | −12,655−43.4% | Reduced |
| JustInvest LLC | 16,434 | $342.8K | 0.01% | +2,560+18.5% | Added |
| Alps Advisors Inc | 16,182 | $338.0K | 0.00% | −88−0.5% | Reduced |
| Algert Global LLC | 15,899 | $332.1K | 0.01% | −107,792−87.1% | Reduced |
| Ameritas Investment Partners, Inc. | 15,819 | $330.5K | 0.01% | −578−3.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,800 | $330.1K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,750 | $329.0K | 0.02% | −17,548−52.7% | Reduced |
| Equitable Trust Co | 15,382 | $321.3K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,956 | $312.4K | 0.01% | +525+3.6% | Added |
| Meridian Wealth Advisors, LLC | 14,800 | $309.2K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,753 | $309.0K | 0.00% | +178+1.2% | Added |
| PEAK6 Investments LLC | 14,127 | $295.1K | 0.01% | +14,127 | New |
| Well Done, LLC | 14,025 | $293.0K | 0.06% | +157+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,829 | $288.9K | 0.00% | −433−3.0% | Reduced |
| Capital Advisors Inc | 13,650 | $285.1K | 0.01% | +13,650 | New |
| Gallacher Capital Management LLC | 13,377 | $279.4K | 0.15% | +3,442+34.6% | Added |
| LPL Financial LLC | 13,095 | $273.6K | 0.00% | −7,870−37.5% | Reduced |
| Gotham Asset Management, LLC | 12,978 | $271.1K | 0.00% | −13,844−51.6% | Reduced |
| Vestcor Inc | 12,698 | $265.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Paragon Capital Management Ltd | 12,502 | $261.2K | 0.05% | +12,502 | New |
| Toroso Investments, LLC | 12,482 | $260.7K | 0.00% | +834+7.2% | Added |
| Oxford Asset Management LLP | 12,421 | $259.5K | 0.26% | +12,421 | New |
| International Assets Investment Management, LLC | 12,006 | $250.8K | 0.02% | −768−6.0% | Reduced |
| Maven Securities LTD | 12,000 | $250.7K | 0.04% | +12,000 | New |
| State of Wyoming | 11,815 | $246.8K | 0.04% | −8,880−42.9% | Reduced |
| United Services Automobile Association | 11,579 | $241.9K | 0.01% | +489+4.4% | Added |
| Principal Securities, Inc. | 11,533 | $240.9K | 0.01% | −405−3.4% | Reduced |
| Scientech Research LLC | 11,203 | $234.0K | 0.05% | +11,203 | New |
| DekaBank Deutsche Girozentrale | 11,106 | $231.0K | 0.00% | −24,142−68.5% | Reduced |
| Kestra Advisory Services, LLC | 11,003 | $229.9K | 0.00% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,515 | $219.7K | 0.00% | +4,665+79.7% | Added |
| Xponance, Inc. | 10,331 | $215.8K | 0.00% | +324+3.2% | Added |
| Sherbrooke Park Advisers LLC | 10,056 | $210.1K | 0.04% | +10,056 | New |
| U S Global Investors Inc | 7,500 | $156.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 7,057 | $147.4K | 0.02% | +4,379+163.5% | Added |
| Mendota Financial Group, LLC | 7,042 | $147.1K | 0.08% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,000 | $146.2K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,899 | $144.1K | 0.00% | +2,201+46.8% | Added |
| The PNC Financial Services Group, Inc. | 6,514 | $136.1K | 0.00% | +30+0.5% | Added |
| CWM, LLC | 6,213 | $130.0K | 0.00% | +1,876+43.3% | Added |
| Group One Trading, L.P. | 4,741 | $99.0K | 0.00% | +3,134+195.0% | Added |
| KBC Group NV | 3,932 | $82.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,526 | $73.7K | 0.01% | +133+3.9% | Added |
| Proequities, Inc. | 3,312 | $69.2K | 0.00% | +137+4.3% | Added |
| Quadrant Capital Group LLC | 3,249 | $67.9K | 0.01% | +952+41.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,200 | $66.8K | 0.00% | −2,730−46.0% | Reduced |
| nVerses Capital, LLC | 2,900 | $60.6K | 0.04% | +900+45.0% | Added |
| Public Employees Retirement System of Ohio | 2,652 | $55.4K | 0.00% | +37+1.4% | Added |
| US Bancorp | 2,164 | $45.2K | 0.00% | −1,771−45.0% | Reduced |
| GAMMA Investing LLC | 1,743 | $36.4K | 0.00% | +713+69.2% | Added |
| Exchange Traded Concepts, LLC | 1,741 | $36.4K | 0.00% | +203+13.2% | Added |
| Frazier Financial Advisors, LLC | 1,709 | $35.7K | 0.03% | +850+99.0% | Added |
| EdgeRock Capital LLC | 1,526 | $31.9K | 0.02% | +1,526 | New |
| SRS Capital Advisors, Inc. | 1,498 | $31.3K | 0.00% | +1,498 | New |
| Benjamin F. Edwards & Company, Inc. | 1,328 | $28.0K | 0.00% | +183+16.0% | Added |
| Optiver Holding B.V. | 1,327 | $27.7K | 0.00% | +1,327 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $25.1K | 0.01% | +100+9.1% | Added |
| Allworth Financial LP | 1,042 | $22.4K | 0.00% | +3+0.3% | Added |
| USA Financial Portformulas Corp | 1,018 | $21.3K | 0.00% | −139−12.0% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 947 | $19.8K | 0.00% | −146−13.4% | Reduced |
| Covestor Ltd | 866 | $18.0K | 0.01% | −314−26.6% | Reduced |
| EverSource Wealth Advisors, LLC | 701 | $16.9K | 0.00% | +60+9.4% | Added |
| Parallel Advisors, LLC | 808 | $16.9K | 0.00% | +5+0.6% | Added |
| Planning Capital Management Corp | 776 | $16.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 685 | $14.3K | 0.00% | +3+0.4% | Added |
| Smartleaf Asset Management LLC | 694 | $14.1K | 0.00% | +667+2,470.4% | Added |
| Quarry LP | 590 | $12.3K | 0.01% | −384−39.4% | Reduced |
| CIBC Private Wealth Group, LLC | 614 | $12.3K | 0.00% | +125+25.6% | Added |
| TD Private Client Wealth LLC | 562 | $11.7K | 0.00% | +111+24.6% | Added |
| Walleye Capital LLC | 551 | $11.5K | 0.00% | −16,276−96.7% | Reduced |
| GWM Advisors LLC | 548 | $11.4K | 0.00% | −19,037−97.2% | 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% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 497 | $10.4K | 0.00% | 00.0% | Unchanged |