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, Q4 2024
Institutional positions in Liberty Energy Inc. as of Dec 31, 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
- 326
- +11 vs. Q3 2024
- Shares held
- 165.3M
- −10.0M (−5.7%) vs. Q3 2024
- Total value
- $3.29B
- −$65.9M (−2.0%) vs. Q3 2024
- New holders
- 63
- 97 more added
- Sold out
- 52
- 125 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | +13 | New |
| Skopos Labs, Inc. | 1 | $20 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $40 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $80 | 0.00% | +4 | New |
| Assetmark, Inc | 6 | $119 | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 7 | $139 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $180 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $199 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 19 | $378 | 0.00% | −5−20.8% | Reduced |
| Grove Bank & Trust | 21 | $418 | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $458 | 0.00% | −3−11.5% | Reduced |
| Larson Financial Group LLC | 29 | $577 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 29 | $577 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $669 | 0.00% | −361−91.4% | Reduced |
| SJS Investment Consulting Inc. | 37 | $736 | 0.00% | −5−11.9% | Reduced |
| Medallion Wealth Advisors, LLC | 41 | $815 | 0.00% | +41 | New |
| Federation des caisses Desjardins du Quebec | 50 | $995 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 54 | $1.07K | 0.00% | +54 | New |
| Jones Financial Companies LLLP | 55 | $1.09K | 0.00% | +55 | New |
| Farmers & Merchants Investments Inc | 65 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $1.65K | 0.00% | −92−52.6% | Reduced |
| Central Trust Co | 91 | $1.81K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 110 | $2.00K | 0.00% | +63+134.0% | Added |
| Massmutual Trust Co FSB | 109 | $2.17K | 0.00% | −17−13.5% | Reduced |
| JFS Wealth Advisors, LLC | 121 | $2.41K | 0.00% | −21−14.8% | Reduced |
| Huntington National Bank | 136 | $2.71K | 0.00% | +124+1,033.3% | Added |
| Walleye Capital LLC | 162 | $3.22K | 0.00% | −10,859−98.5% | Reduced |
| Rothschild Investment LLC | 165 | $3.28K | 0.00% | +15+10.0% | Added |
| Global Retirement Partners, LLC | 169 | $3.36K | 0.00% | +9+5.6% | Added |
| Private Wealth Management Group, LLC | 187 | $3.72K | 0.00% | +187 | New |
| Bellevue Asset Management, LLC | 188 | $3.74K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 189 | $3.76K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 193 | $3.84K | 0.00% | −3,995−95.4% | Reduced |
| High Note Wealth, LLC | 265 | $5.27K | 0.00% | +265 | New |
| Parallel Advisors, LLC | 269 | $5.35K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 298 | $5.93K | 0.00% | −26−8.0% | Reduced |
| Versant Capital Management, Inc | 316 | $6.29K | 0.00% | −84−21.0% | Reduced |
| IFP Advisors, Inc | 375 | $7.46K | 0.00% | +205+120.6% | Added |
| Signaturefd, LLC | 442 | $8.79K | 0.00% | −116−20.8% | Reduced |
| Washington Trust Advisors, Inc. | 497 | $9.88K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $9.95K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 568 | $11.3K | 0.00% | +392+222.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $11.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 575 | $11.4K | 0.00% | +27+4.9% | Added |
| Fortitude Family Office, LLC | 678 | $13.5K | 0.00% | +539+387.8% | Added |
| Caitlin John, LLC | 762 | $15.2K | 0.01% | +8+1.1% | Added |
| Fifth Third Bancorp | 780 | $15.5K | 0.00% | +334+74.9% | Added |
| SBI Securities Co., Ltd. | 786 | $15.6K | 0.00% | +786 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 883 | $17.6K | 0.00% | +883 | New |
| First Horizon Advisors, Inc. | 908 | $18.1K | 0.00% | +83+10.1% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,032 | $20.5K | 0.00% | +307+42.3% | Added |
| Allworth Financial LP | 1,015 | $22.5K | 0.00% | −9−0.9% | Reduced |
| Hexagon Capital Partners LLC | 1,241 | $24.7K | 0.00% | +491+65.5% | Added |
| GAMMA Investing LLC | 1,304 | $25.9K | 0.00% | −1,870−58.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,498 | $29.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,486 | $30.0K | 0.02% | −218−12.8% | Reduced |
| GeoWealth Management, LLC | 1,678 | $33.4K | 0.00% | −40−2.3% | Reduced |
| Quadrant Capital Group LLC | 2,182 | $43.4K | 0.00% | −1,163−34.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,197 | $47.0K | 0.00% | +1,583+257.8% | Added |
| Tower Research Capital LLC (TRC) | 2,659 | $52.9K | 0.00% | −9,446−78.0% | Reduced |
| Spire Wealth Management | 3,002 | $59.7K | 0.00% | +3,002 | New |
| The PNC Financial Services Group, Inc. | 3,073 | $61.1K | 0.00% | −6,555−68.1% | Reduced |
| Lindbrook Capital, LLC | 3,263 | $64.9K | 0.01% | −60−1.8% | Reduced |
| Smartleaf Asset Management LLC | 3,423 | $67.3K | 0.01% | +2,184+176.3% | Added |
| Public Employees Retirement System of Ohio | 3,430 | $68.2K | 0.00% | +539+18.6% | Added |
| Proequities, Inc. | 3,566 | $79.1K | 0.00% | −160−4.3% | Reduced |
| US Bancorp | 4,359 | $86.7K | 0.00% | +179+4.3% | Added |
| Sterling Capital Management LLC | 4,714 | $93.8K | 0.00% | −23,639−83.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,740 | $94.3K | 0.00% | −1,125−19.2% | Reduced |
| CWM, LLC | 4,986 | $99.0K | 0.00% | −4,736−48.7% | Reduced |
| Mendota Financial Group, LLC | 4,982 | $99.1K | 0.06% | −2,068−29.3% | Reduced |
| Lee Danner & Bass Inc | 5,000 | $99.5K | 0.01% | +5,000 | New |
| Meeder Asset Management Inc | 6,046 | $120.3K | 0.01% | +6,046 | New |
| Walleye Trading LLC | 6,602 | $131.3K | 0.00% | +6,602 | New |
| Bayforest Capital Ltd | 6,781 | $134.9K | 0.17% | +6,781 | New |
| Spirit of America Management Corp | 7,000 | $139.2K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 7,884 | $157.0K | 0.00% | +2,978+60.7% | Added |
| New Age Alpha Advisors, LLC | 9,804 | $195.0K | 0.01% | +9,804 | New |
| CIBC Asset Management Inc | 10,075 | $200.4K | 0.00% | +10,075 | New |
| Paragon Capital Management Ltd | 10,352 | $205.9K | 0.04% | −241−2.3% | Reduced |
| Fox Run Management, L.L.C. | 10,459 | $208.0K | 0.04% | +10,459 | New |
| Cooper Financial Group | 10,496 | $208.8K | 0.03% | +10,496 | New |
| Cerity Partners LLC | 10,957 | $213.8K | 0.00% | +10,957 | New |
| United Services Automobile Association | 10,826 | $215.3K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 11,263 | $224.0K | 0.00% | +733+7.0% | Added |
| International Assets Investment Management, LLC | 10,819 | $224.1K | 0.02% | −205,547−95.0% | Reduced |
| Syon Capital LLC | 11,541 | $229.6K | 0.02% | +11,541 | New |
| Gallacher Capital Management LLC | 11,673 | $232.2K | 0.12% | −158−1.3% | Reduced |
| Perigon Wealth Management, LLC | 10,196 | $235.7K | 0.01% | −2,862−21.9% | Reduced |
| Vestcor Inc | 12,698 | $253.0K | 0.01% | −25,000−66.3% | Reduced |
| Henshaw Capital LLC | 12,886 | $256.3K | 0.01% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 13,127 | $261.1K | 0.00% | −86,227−86.8% | Reduced |
| CAPROCK Group, Inc. | 13,456 | $267.6K | 0.01% | −7,215−34.9% | Reduced |
| Verition Fund Management LLC | 13,458 | $267.7K | 0.00% | −78,348−85.3% | Reduced |
| PEAK6 LLC | 13,578 | $270.1K | 0.01% | +13,578 | New |
| Stratos Wealth Partners, LTD. | 13,739 | $273.3K | 0.00% | +13,739 | New |
| Ellevest, Inc. | 13,910 | $276.7K | 0.02% | −3,837−21.6% | Reduced |