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 |
|---|---|---|---|---|---|
| Bank of Montreal | 24,126 | $457.9K | 0.00% | +638+2.7% | Added |
| CWA Asset Management Group, LLC | 23,774 | $453.8K | 0.02% | +23,774 | New |
| Semanteon Capital Management, LP | 23,682 | $452.1K | 0.31% | +23,682 | New |
| Farther Finance Advisors, LLC | 22,613 | $431.7K | 0.02% | +2,494+12.4% | Added |
| Pictet Asset Management Holding SA | 21,826 | $416.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 21,570 | $411.8K | 0.01% | +7,920+58.0% | Added |
| Magnetar Financial LLC | 21,350 | $407.6K | 0.01% | +21,350 | New |
| XTX Topco Ltd | 21,321 | $407.0K | 0.03% | +21,321 | New |
| Nisa Investment Advisors, LLC | 21,312 | $406.8K | 0.00% | +29+0.1% | Added |
| Bryn Mawr Trust Co | 21,100 | $402.8K | 0.01% | +21,100 | New |
| Avantax Advisory Services, Inc. | 20,732 | $395.8K | 0.00% | −322−1.5% | Reduced |
| CAPROCK Group, Inc. | 20,671 | $394.6K | 0.01% | −4,355−17.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,301 | $387.6K | 0.00% | +6,472+46.8% | Added |
| Verity Asset Management, Inc. | 19,732 | $376.7K | 0.14% | +19,732 | New |
| Aster Capital Management (DIFC) Ltd | 19,474 | $371.8K | 0.08% | +19,474 | New |
| Creative Planning | 19,456 | $371.4K | 0.00% | +703+3.7% | Added |
| Andina Capital Management, LLC | 19,413 | $370.6K | 0.28% | +814+4.4% | Added |
| Public Employees Retirement Association of Colorado | 18,974 | $362.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 18,079 | $345.1K | 0.00% | +191+1.1% | Added |
| Ellevest, Inc. | 17,747 | $338.8K | 0.02% | −3,010−14.5% | Reduced |
| Ameritas Investment Partners, Inc. | 16,356 | $312.2K | 0.01% | +537+3.4% | Added |
| JustInvest LLC | 16,340 | $311.9K | 0.01% | −94−0.6% | Reduced |
| CSS LLC | 16,300 | $311.2K | 0.02% | −3,000−15.5% | Reduced |
| Prospera Financial Services Inc | 16,047 | $306.3K | 0.01% | +1,091+7.3% | Added |
| Well Done, LLC | 16,028 | $306.0K | 0.06% | +2,003+14.3% | Added |
| QRG Capital Management, Inc. | 15,995 | $305.3K | 0.00% | −49,453−75.6% | Reduced |
| Gotham Asset Management, LLC | 15,954 | $304.6K | 0.00% | +2,976+22.9% | Added |
| AlphaMark Advisors, LLC | 15,341 | $293.0K | 0.10% | +15,341 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $282.5K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 14,299 | $273.0K | 0.00% | +1,817+14.6% | Added |
| Equitable Trust Co | 13,892 | $265.2K | 0.02% | −1,490−9.7% | Reduced |
| Occudo Quantitative Strategies LP | 13,528 | $258.3K | 0.05% | +13,528 | New |
| Principal Securities, Inc. | 13,485 | $257.4K | 0.01% | +1,952+16.9% | Added |
| State of Wisconsin Investment Board | 13,233 | $252.6K | 0.00% | −17,987−57.6% | Reduced |
| Perigon Wealth Management, LLC | 13,058 | $249.3K | 0.01% | −9,831−43.0% | Reduced |
| Henshaw Capital LLC | 12,886 | $246.0K | 0.01% | +12,886 | New |
| Tower Research Capital LLC (TRC) | 12,105 | $231.1K | 0.01% | −16,853−58.2% | Reduced |
| Mercer Global Advisors Inc | 11,437 | $228.1K | 0.00% | −17,565−60.6% | Reduced |
| Gallacher Capital Management LLC | 11,831 | $225.9K | 0.10% | −1,546−11.6% | Reduced |
| Walleye Capital LLC | 11,021 | $210.4K | 0.00% | +10,470+1,900.2% | Added |
| nVerses Capital, LLC | 11,000 | $210.0K | 0.10% | +8,100+279.3% | Added |
| LPL Financial LLC | 10,901 | $208.1K | 0.00% | −2,194−16.8% | Reduced |
| United Services Automobile Association | 10,826 | $206.7K | 0.01% | −753−6.5% | Reduced |
| SG Americas Securities, LLC | 10,771 | $206.0K | 0.00% | −71,216−86.9% | Reduced |
| Kestra Advisory Services, LLC | 10,700 | $204.3K | 0.00% | −303−2.8% | Reduced |
| Paragon Capital Management Ltd | 10,593 | $202.2K | 0.04% | −1,909−15.3% | Reduced |
| Xponance, Inc. | 10,530 | $201.0K | 0.00% | +199+1.9% | Added |
| Numerai GP LLC | 10,408 | $198.7K | 0.05% | +10,408 | New |
| CWM, LLC | 9,722 | $186.0K | 0.00% | +3,509+56.5% | Added |
| The PNC Financial Services Group, Inc. | 9,628 | $183.8K | 0.00% | +3,114+47.8% | Added |
| U S Global Investors Inc | 7,500 | $143.2K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7,050 | $134.6K | 0.06% | +8+0.1% | Added |
| Spirit of America Management Corp | 7,000 | $133.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,865 | $112.0K | 0.00% | −4,650−44.2% | Reduced |
| KBC Group NV | 4,906 | $94.0K | 0.00% | +974+24.8% | Added |
| State of Wyoming | 4,233 | $80.8K | 0.01% | −7,582−64.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,188 | $79.9K | 0.00% | +988+30.9% | Added |
| US Bancorp | 4,180 | $79.8K | 0.00% | +2,016+93.2% | Added |
| Proequities, Inc. | 3,726 | $71.1K | 0.00% | +414+12.5% | Added |
| Quadrant Capital Group LLC | 3,345 | $63.9K | 0.00% | +96+3.0% | Added |
| Lindbrook Capital, LLC | 3,323 | $63.4K | 0.01% | −203−5.8% | Reduced |
| GAMMA Investing LLC | 3,174 | $60.6K | 0.01% | +1,431+82.1% | Added |
| Public Employees Retirement System of Ohio | 2,891 | $55.2K | 0.00% | +239+9.0% | Added |
| Quarry LP | 1,991 | $38.0K | 0.01% | +1,401+237.5% | Added |
| Covestor Ltd | 1,704 | $33.0K | 0.02% | +838+96.8% | Added |
| GeoWealth Management, LLC | 1,718 | $32.8K | 0.00% | +1,718 | New |
| Group One Trading, L.P. | 1,556 | $29.7K | 0.00% | −3,185−67.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,498 | $28.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,259 | $24.0K | 0.00% | +1,259 | New |
| Smartleaf Asset Management LLC | 1,239 | $23.5K | 0.00% | +545+78.5% | Added |
| Allworth Financial LP | 1,024 | $19.5K | 0.00% | −18−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 825 | $15.7K | 0.00% | −122−12.9% | Reduced |
| Planning Capital Management Corp | 776 | $14.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 750 | $14.3K | 0.00% | +525+233.3% | Added |
| Capital Performance Advisors LLP | 746 | $14.2K | 0.00% | +746 | New |
| EverSource Wealth Advisors, LLC | 725 | $13.8K | 0.00% | +24+3.4% | Added |
| Caitlin John, LLC | 754 | $13.2K | 0.01% | +754 | New |
| CIBC Private Wealth Group, LLC | 614 | $11.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 558 | $10.7K | 0.00% | −127−18.5% | Reduced |
| GWM Advisors LLC | 548 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $10.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $9.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 497 | $9.49K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 446 | $8.51K | 0.00% | +168+60.4% | Added |
| Versant Capital Management, Inc | 400 | $7.64K | 0.00% | +330+471.4% | Added |
| Frazier Financial Advisors, LLC | 395 | $7.54K | 0.01% | −1,314−76.9% | Reduced |
| Ronald Blue Trust, Inc. | 349 | $7.29K | 0.00% | +217+164.4% | Added |
| Clearstead Advisors, LLC | 365 | $6.97K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 324 | $6.18K | 0.00% | +140+76.1% | Added |
| Sandy Spring Bank | 310 | $5.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 269 | $5.13K | 0.00% | −539−66.7% | Reduced |
| Harbour Investments, Inc. | 189 | $3.61K | 0.00% | +189 | New |
| Bellevue Asset Management, LLC | 188 | $3.59K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 176 | $3.36K | 0.00% | −1,151−86.7% | Reduced |
| Bell Investment Advisors, Inc | 175 | $3.34K | 0.00% | +27+18.2% | Added |
| IFP Advisors, Inc | 170 | $3.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 160 | $3.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $2.86K | 0.00% | +105+233.3% | Added |