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 |
|---|---|---|---|---|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 470 | $9.82K | 0.00% | −150−24.2% | Reduced |
| Clearstead Advisors, LLC | 365 | $7.63K | 0.00% | +365 | New |
| Sandy Spring Bank | 310 | $6.48K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 289 | $6.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 278 | $5.81K | 0.00% | +129+86.6% | Added |
| Hexagon Capital Partners LLC | 225 | $4.70K | 0.00% | +68+43.3% | Added |
| Bellevue Asset Management, LLC | 188 | $3.93K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 184 | $3.84K | 0.00% | +122+196.8% | Added |
| IFP Advisors, Inc | 170 | $3.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 160 | $3.34K | 0.00% | −67−29.5% | Reduced |
| Bell Investment Advisors, Inc | 148 | $3.09K | 0.00% | −24−14.0% | Reduced |
| Fortitude Family Office, LLC | 139 | $2.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 132 | $2.73K | 0.00% | +132 | New |
| JFS Wealth Advisors, LLC | 115 | $2.40K | 0.00% | +25+27.8% | Added |
| Meeder Asset Management Inc | 109 | $2.28K | 0.00% | −57−34.3% | Reduced |
| Ancora Advisors, LLC | 100 | $2.09K | 0.00% | +100 | New |
| Central Trust Co | 91 | $1.90K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 72 | $1.50K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 70 | $1.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $1.00K | 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 |
| SJS Investment Consulting Inc. | 42 | $878 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $836 | 0.00% | +40 | New |
| WR Wealth Planners, LLC | 39 | $815 | 0.00% | +10+34.5% | Added |
| Larson Financial Group LLC | 29 | $606 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $585 | 0.00% | +10+55.6% | Added |
| Abound Wealth Management | 20 | $418 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $397 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7 | $146 | 0.00% | +7 | New |
| Cerity Partners LLC | 0 | $0 | 0.00% | −407,340−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −343,746−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −217,471−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −184,369−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −132,749−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −110,028−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −109,700−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −103,789−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −99,891−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −88,063−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −72,046−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −47,977−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −47,019−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −68,172−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −42,811−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −62,683−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,157−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −30,294−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −27,381−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,843−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −20,617−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −17,555−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,308−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,925−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −16,836−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −16,786−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,897−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| Edge Financial Advisors LLC | 0 | $0 | 0.00% | −12,220−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,947−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,967−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |