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, Q3 2024
Institutional positions in Liberty Energy Inc. as of Sep 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
- 318
- −8 vs. Q2 2024
- Shares held
- 175.6M
- +32.3M (+22.6%) vs. Q2 2024
- Total value
- $3.36B
- +$368.9M (+12.3%) vs. Q2 2024
- New holders
- 41
- 131 more added
- Sold out
- 49
- 108 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 47 | $0 | 0.00% | +47 | New |
| Creekmur Asset Management LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $172 | 0.00% | −11−55.0% | Reduced |
| Huntington National Bank | 12 | $229 | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 24 | $459 | 0.00% | +5+26.3% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $497 | 0.00% | −2−7.1% | Reduced |
| WR Wealth Planners, LLC | 29 | $554 | 0.00% | −10−25.6% | Reduced |
| Larson Financial Group LLC | 29 | $554 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $802 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 46 | $879 | 0.00% | +46 | New |
| Federation des caisses Desjardins du Quebec | 50 | $955 | 0.00% | +50 | New |
| Picton Mahoney Asset Management | 59 | $1.00K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 65 | $1.24K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 91 | $1.74K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 103 | $1.79K | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 126 | $2.40K | 0.00% | +78+162.5% | Added |
| Fortitude Family Office, LLC | 139 | $2.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 142 | $2.71K | 0.00% | +27+23.5% | Added |
| Rothschild Investment LLC | 150 | $2.86K | 0.00% | +105+233.3% | Added |
| Global Retirement Partners, LLC | 160 | $3.05K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 175 | $3.34K | 0.00% | +27+18.2% | Added |
| Optiver Holding B.V. | 176 | $3.36K | 0.00% | −1,151−86.7% | Reduced |
| Bellevue Asset Management, LLC | 188 | $3.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 189 | $3.61K | 0.00% | +189 | New |
| Parallel Advisors, LLC | 269 | $5.13K | 0.00% | −539−66.7% | Reduced |
| Sandy Spring Bank | 310 | $5.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 324 | $6.18K | 0.00% | +140+76.1% | Added |
| Clearstead Advisors, LLC | 365 | $6.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 349 | $7.29K | 0.00% | +217+164.4% | Added |
| Frazier Financial Advisors, LLC | 395 | $7.54K | 0.01% | −1,314−76.9% | Reduced |
| Versant Capital Management, Inc | 400 | $7.64K | 0.00% | +330+471.4% | Added |
| Fifth Third Bancorp | 446 | $8.51K | 0.00% | +168+60.4% | Added |
| Washington Trust Advisors, Inc. | 497 | $9.49K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $9.54K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $10.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 548 | $10.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 558 | $10.7K | 0.00% | −127−18.5% | Reduced |
| CIBC Private Wealth Group, LLC | 614 | $11.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 754 | $13.2K | 0.01% | +754 | New |
| EverSource Wealth Advisors, LLC | 725 | $13.8K | 0.00% | +24+3.4% | Added |
| Capital Performance Advisors LLP | 746 | $14.2K | 0.00% | +746 | New |
| Hexagon Capital Partners LLC | 750 | $14.3K | 0.00% | +525+233.3% | Added |
| Planning Capital Management Corp | 776 | $14.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 825 | $15.7K | 0.00% | −122−12.9% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,024 | $19.5K | 0.00% | −18−1.7% | Reduced |
| Smartleaf Asset Management LLC | 1,239 | $23.5K | 0.00% | +545+78.5% | Added |
| Acadian Asset Management LLC | 1,259 | $24.0K | 0.00% | +1,259 | New |
| SRS Capital Advisors, Inc. | 1,498 | $28.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,556 | $29.7K | 0.00% | −3,185−67.2% | Reduced |
| GeoWealth Management, LLC | 1,718 | $32.8K | 0.00% | +1,718 | New |
| Covestor Ltd | 1,704 | $33.0K | 0.02% | +838+96.8% | Added |
| Quarry LP | 1,991 | $38.0K | 0.01% | +1,401+237.5% | Added |
| Public Employees Retirement System of Ohio | 2,891 | $55.2K | 0.00% | +239+9.0% | Added |
| GAMMA Investing LLC | 3,174 | $60.6K | 0.01% | +1,431+82.1% | Added |
| Lindbrook Capital, LLC | 3,323 | $63.4K | 0.01% | −203−5.8% | Reduced |
| Quadrant Capital Group LLC | 3,345 | $63.9K | 0.00% | +96+3.0% | Added |
| Proequities, Inc. | 3,726 | $71.1K | 0.00% | +414+12.5% | Added |
| US Bancorp | 4,180 | $79.8K | 0.00% | +2,016+93.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,188 | $79.9K | 0.00% | +988+30.9% | Added |
| State of Wyoming | 4,233 | $80.8K | 0.01% | −7,582−64.2% | Reduced |
| KBC Group NV | 4,906 | $94.0K | 0.00% | +974+24.8% | Added |
| Steward Partners Investment Advisory, LLC | 5,865 | $112.0K | 0.00% | −4,650−44.2% | Reduced |
| Spirit of America Management Corp | 7,000 | $133.6K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7,050 | $134.6K | 0.06% | +8+0.1% | Added |
| U S Global Investors Inc | 7,500 | $143.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,628 | $183.8K | 0.00% | +3,114+47.8% | Added |
| CWM, LLC | 9,722 | $186.0K | 0.00% | +3,509+56.5% | Added |
| Numerai GP LLC | 10,408 | $198.7K | 0.05% | +10,408 | New |
| Xponance, Inc. | 10,530 | $201.0K | 0.00% | +199+1.9% | Added |
| Paragon Capital Management Ltd | 10,593 | $202.2K | 0.04% | −1,909−15.3% | Reduced |
| Kestra Advisory Services, LLC | 10,700 | $204.3K | 0.00% | −303−2.8% | Reduced |
| SG Americas Securities, LLC | 10,771 | $206.0K | 0.00% | −71,216−86.9% | Reduced |
| United Services Automobile Association | 10,826 | $206.7K | 0.01% | −753−6.5% | Reduced |
| LPL Financial LLC | 10,901 | $208.1K | 0.00% | −2,194−16.8% | Reduced |
| nVerses Capital, LLC | 11,000 | $210.0K | 0.10% | +8,100+279.3% | Added |
| Walleye Capital LLC | 11,021 | $210.4K | 0.00% | +10,470+1,900.2% | Added |
| Gallacher Capital Management LLC | 11,831 | $225.9K | 0.10% | −1,546−11.6% | Reduced |
| Mercer Global Advisors Inc | 11,437 | $228.1K | 0.00% | −17,565−60.6% | Reduced |
| Tower Research Capital LLC (TRC) | 12,105 | $231.1K | 0.01% | −16,853−58.2% | Reduced |
| Henshaw Capital LLC | 12,886 | $246.0K | 0.01% | +12,886 | New |
| Perigon Wealth Management, LLC | 13,058 | $249.3K | 0.01% | −9,831−43.0% | Reduced |
| State of Wisconsin Investment Board | 13,233 | $252.6K | 0.00% | −17,987−57.6% | Reduced |
| Principal Securities, Inc. | 13,485 | $257.4K | 0.01% | +1,952+16.9% | Added |
| Occudo Quantitative Strategies LP | 13,528 | $258.3K | 0.05% | +13,528 | New |
| Equitable Trust Co | 13,892 | $265.2K | 0.02% | −1,490−9.7% | Reduced |
| Toroso Investments, LLC | 14,299 | $273.0K | 0.00% | +1,817+14.6% | Added |
| Meridian Wealth Advisors, LLC | 14,800 | $282.5K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 15,341 | $293.0K | 0.10% | +15,341 | New |
| Gotham Asset Management, LLC | 15,954 | $304.6K | 0.00% | +2,976+22.9% | Added |
| QRG Capital Management, Inc. | 15,995 | $305.3K | 0.00% | −49,453−75.6% | Reduced |
| Well Done, LLC | 16,028 | $306.0K | 0.06% | +2,003+14.3% | Added |
| Prospera Financial Services Inc | 16,047 | $306.3K | 0.01% | +1,091+7.3% | Added |
| CSS LLC | 16,300 | $311.2K | 0.02% | −3,000−15.5% | Reduced |
| JustInvest LLC | 16,340 | $311.9K | 0.01% | −94−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 16,356 | $312.2K | 0.01% | +537+3.4% | Added |
| Ellevest, Inc. | 17,747 | $338.8K | 0.02% | −3,010−14.5% | Reduced |
| Sequoia Financial Advisors, LLC | 18,079 | $345.1K | 0.00% | +191+1.1% | Added |