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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 21,012 | $417.9K | 0.00% | +21,012 | New |
| Ieq Capital, LLC | 20,685 | $411.4K | 0.00% | +20,685 | New |
| Nisa Investment Advisors, LLC | 20,151 | $400.8K | 0.00% | −1,161−5.4% | Reduced |
| Prelude Capital Management, LLC | 20,083 | $399.5K | 0.03% | +20,083 | New |
| Corsair Capital Management, L.P. | 20,000 | $397.8K | 0.09% | +20,000 | New |
| Public Employees Retirement Association of Colorado | 18,974 | $377.0K | 0.00% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 18,947 | $376.9K | 0.31% | −466−2.4% | Reduced |
| Natixis Advisors, L.P. | 18,603 | $370.0K | 0.00% | −6,059−24.6% | Reduced |
| Sequoia Financial Advisors, LLC | 18,398 | $365.9K | 0.00% | +319+1.8% | Added |
| Equitable Trust Co | 17,764 | $353.3K | 0.02% | +3,872+27.9% | Added |
| JustInvest LLC | 16,671 | $331.6K | 0.01% | +331+2.0% | Added |
| Prospera Financial Services Inc | 16,524 | $328.6K | 0.01% | +477+3.0% | Added |
| Ameritas Investment Partners, Inc. | 16,356 | $325.3K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 16,102 | $320.3K | 0.09% | +5,694+54.7% | Added |
| Avantax Advisory Services, Inc. | 15,694 | $312.2K | 0.00% | −5,038−24.3% | Reduced |
| ISAM Funds (UK) Ltd | 15,693 | $312.1K | 0.23% | +15,693 | New |
| Janney Montgomery Scott LLC | 15,624 | $311.0K | 0.00% | +15,624 | New |
| State of Wyoming | 15,516 | $308.6K | 0.04% | +11,283+266.5% | Added |
| Cambria Investment Management, L.P. | 15,447 | $307.2K | 0.02% | −18,622−54.7% | Reduced |
| Well Done, LLC | 16,028 | $306.0K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 15,334 | $305.0K | 0.01% | +1,849+13.7% | Added |
| Landscape Capital Management, L.L.C. | 14,850 | $295.4K | 0.03% | +14,850 | New |
| CIBC World Markets Corp | 14,817 | $294.7K | 0.00% | +14,817 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $294.4K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 14,788 | $294.1K | 0.00% | +3,887+35.7% | Added |
| State of Wisconsin Investment Board | 14,464 | $287.7K | 0.00% | +1,231+9.3% | Added |
| Ellevest, Inc. | 13,910 | $276.7K | 0.02% | −3,837−21.6% | Reduced |
| Stratos Wealth Partners, LTD. | 13,739 | $273.3K | 0.00% | +13,739 | New |
| PEAK6 LLC | 13,578 | $270.1K | 0.01% | +13,578 | New |
| Verition Fund Management LLC | 13,458 | $267.7K | 0.00% | −78,348−85.3% | Reduced |
| CAPROCK Group, Inc. | 13,456 | $267.6K | 0.01% | −7,215−34.9% | Reduced |
| Epoch Investment Partners, Inc. | 13,127 | $261.1K | 0.00% | −86,227−86.8% | Reduced |
| Henshaw Capital LLC | 12,886 | $256.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 12,698 | $253.0K | 0.01% | −25,000−66.3% | Reduced |
| Perigon Wealth Management, LLC | 10,196 | $235.7K | 0.01% | −2,862−21.9% | Reduced |
| Gallacher Capital Management LLC | 11,673 | $232.2K | 0.12% | −158−1.3% | Reduced |
| Syon Capital LLC | 11,541 | $229.6K | 0.02% | +11,541 | New |
| International Assets Investment Management, LLC | 10,819 | $224.1K | 0.02% | −205,547−95.0% | Reduced |
| Xponance, Inc. | 11,263 | $224.0K | 0.00% | +733+7.0% | Added |
| United Services Automobile Association | 10,826 | $215.3K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,957 | $213.8K | 0.00% | +10,957 | New |
| Cooper Financial Group | 10,496 | $208.8K | 0.03% | +10,496 | New |
| Fox Run Management, L.L.C. | 10,459 | $208.0K | 0.04% | +10,459 | New |
| Paragon Capital Management Ltd | 10,352 | $205.9K | 0.04% | −241−2.3% | Reduced |
| CIBC Asset Management Inc | 10,075 | $200.4K | 0.00% | +10,075 | New |
| New Age Alpha Advisors, LLC | 9,804 | $195.0K | 0.01% | +9,804 | New |
| KBC Group NV | 7,884 | $157.0K | 0.00% | +2,978+60.7% | Added |
| Spirit of America Management Corp | 7,000 | $139.2K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 6,781 | $134.9K | 0.17% | +6,781 | New |
| Walleye Trading LLC | 6,602 | $131.3K | 0.00% | +6,602 | New |
| Meeder Asset Management Inc | 6,046 | $120.3K | 0.01% | +6,046 | New |
| Lee Danner & Bass Inc | 5,000 | $99.5K | 0.01% | +5,000 | New |
| Mendota Financial Group, LLC | 4,982 | $99.1K | 0.06% | −2,068−29.3% | Reduced |
| CWM, LLC | 4,986 | $99.0K | 0.00% | −4,736−48.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,740 | $94.3K | 0.00% | −1,125−19.2% | Reduced |
| Sterling Capital Management LLC | 4,714 | $93.8K | 0.00% | −23,639−83.4% | Reduced |
| US Bancorp | 4,359 | $86.7K | 0.00% | +179+4.3% | Added |
| Proequities, Inc. | 3,566 | $79.1K | 0.00% | −160−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 3,430 | $68.2K | 0.00% | +539+18.6% | Added |
| Smartleaf Asset Management LLC | 3,423 | $67.3K | 0.01% | +2,184+176.3% | Added |
| Lindbrook Capital, LLC | 3,263 | $64.9K | 0.01% | −60−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,073 | $61.1K | 0.00% | −6,555−68.1% | Reduced |
| Spire Wealth Management | 3,002 | $59.7K | 0.00% | +3,002 | New |
| Tower Research Capital LLC (TRC) | 2,659 | $52.9K | 0.00% | −9,446−78.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,197 | $47.0K | 0.00% | +1,583+257.8% | Added |
| Quadrant Capital Group LLC | 2,182 | $43.4K | 0.00% | −1,163−34.8% | Reduced |
| GeoWealth Management, LLC | 1,678 | $33.4K | 0.00% | −40−2.3% | Reduced |
| Covestor Ltd | 1,486 | $30.0K | 0.02% | −218−12.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,498 | $29.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,304 | $25.9K | 0.00% | −1,870−58.9% | Reduced |
| Hexagon Capital Partners LLC | 1,241 | $24.7K | 0.00% | +491+65.5% | Added |
| Allworth Financial LP | 1,015 | $22.5K | 0.00% | −9−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,032 | $20.5K | 0.00% | +307+42.3% | 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 |
| First Horizon Advisors, Inc. | 908 | $18.1K | 0.00% | +83+10.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 883 | $17.6K | 0.00% | +883 | New |
| SBI Securities Co., Ltd. | 786 | $15.6K | 0.00% | +786 | New |
| Fifth Third Bancorp | 780 | $15.5K | 0.00% | +334+74.9% | Added |
| Caitlin John, LLC | 762 | $15.2K | 0.01% | +8+1.1% | Added |
| Fortitude Family Office, LLC | 678 | $13.5K | 0.00% | +539+387.8% | Added |
| GWM Advisors LLC | 575 | $11.4K | 0.00% | +27+4.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $11.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 568 | $11.3K | 0.00% | +392+222.7% | Added |
| Anchor Investment Management, LLC | 500 | $9.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 497 | $9.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 442 | $8.79K | 0.00% | −116−20.8% | Reduced |
| IFP Advisors, Inc | 375 | $7.46K | 0.00% | +205+120.6% | Added |
| Versant Capital Management, Inc | 316 | $6.29K | 0.00% | −84−21.0% | Reduced |
| Umb Bank N A | 298 | $5.93K | 0.00% | −26−8.0% | Reduced |
| Parallel Advisors, LLC | 269 | $5.35K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 265 | $5.27K | 0.00% | +265 | New |
| Northwestern Mutual Wealth Management Co | 193 | $3.84K | 0.00% | −3,995−95.4% | Reduced |
| Harbour Investments, Inc. | 189 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 188 | $3.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 187 | $3.72K | 0.00% | +187 | New |
| Global Retirement Partners, LLC | 169 | $3.36K | 0.00% | +9+5.6% | Added |
| Rothschild Investment LLC | 165 | $3.28K | 0.00% | +15+10.0% | Added |
| Walleye Capital LLC | 162 | $3.22K | 0.00% | −10,859−98.5% | Reduced |
| Huntington National Bank | 136 | $2.71K | 0.00% | +124+1,033.3% | Added |