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, Q1 2025
Institutional positions in Liberty Energy Inc. as of Mar 31, 2025. 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
- 313
- −9 vs. Q4 2024
- Shares held
- 156.2M
- −8.35M (−5.1%) vs. Q4 2024
- Total value
- $2.47B
- −$801.4M (−24.5%) vs. Q4 2024
- New holders
- 52
- 101 more added
- Sold out
- 61
- 127 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $32 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $48 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $63 | 0.00% | +4 | New |
| Abound Wealth Management | 9 | $143 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13 | $206 | 0.00% | −8−38.1% | Reduced |
| WealthTrak Capital Management LLC | 20 | $317 | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 22 | $348 | 0.00% | +12+120.0% | Added |
| Independence Bank of Kentucky | 25 | $396 | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 26 | $412 | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 27 | $428 | 0.00% | −10−27.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $428 | 0.00% | +4+17.4% | Added |
| Amundi | 42 | $551 | 0.00% | +42 | New |
| Rialto Wealth Management, LLC | 35 | $555 | 0.00% | +35 | New |
| Medallion Wealth Advisors, LLC | 41 | $650 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $682 | 0.00% | −959−94.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $792 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $792 | 0.00% | +50 | New |
| Quest Partners LLC | 56 | $886 | 0.00% | +56 | New |
| CVA Family Office, LLC | 58 | $918 | 0.00% | +58 | New |
| SRS Capital Advisors, Inc. | 60 | $950 | 0.00% | −1,438−96.0% | Reduced |
| Geneos Wealth Management Inc. | 61 | $966 | 0.00% | +61 | New |
| Picton Mahoney Asset Management | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 87 | $1.00K | 0.00% | +87 | New |
| Ancora Advisors, LLC | 64 | $1.01K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 65 | $1.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $1.17K | 0.00% | −113−60.4% | Reduced |
| JFS Wealth Advisors, LLC | 75 | $1.19K | 0.00% | −46−38.0% | Reduced |
| Bare Financial Services, Inc | 78 | $1.24K | 0.00% | +78 | New |
| Versant Capital Management, Inc | 79 | $1.25K | 0.00% | −237−75.0% | Reduced |
| Central Trust Co | 91 | $1.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $1.46K | 0.00% | −17−15.6% | Reduced |
| Parkside Financial Bank & Trust | 100 | $1.58K | 0.00% | +81+426.3% | Added |
| Jones Financial Companies LLLP | 102 | $1.61K | 0.00% | +47+85.5% | Added |
| Bell Investment Advisors, Inc | 111 | $1.76K | 0.00% | +28+33.7% | Added |
| Hemington Wealth Management | 136 | $2.00K | 0.00% | +26+23.6% | Added |
| Bellevue Asset Management, LLC | 188 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 189 | $2.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 219 | $3.00K | 0.00% | −1,267−85.3% | Reduced |
| CIBC Private Wealth Group, LLC | 305 | $3.05K | 0.00% | −1,892−86.1% | Reduced |
| Rothschild Investment LLC | 220 | $3.48K | 0.00% | +55+33.3% | Added |
| Quarry LP | 238 | $3.77K | 0.00% | +238 | New |
| Larson Financial Group LLC | 240 | $3.80K | 0.00% | +211+727.6% | Added |
| High Note Wealth, LLC | 242 | $3.83K | 0.00% | −23−8.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 257 | $4.07K | 0.00% | +64+33.2% | Added |
| Parallel Advisors, LLC | 290 | $4.59K | 0.00% | +21+7.8% | Added |
| IFP Advisors, Inc | 292 | $4.62K | 0.00% | −83−22.1% | Reduced |
| Optiver Holding B.V. | 347 | $5.49K | 0.00% | −221−38.9% | Reduced |
| Boston Private Wealth LLC | 351 | $5.56K | 0.00% | +351 | New |
| SBI Securities Co., Ltd. | 491 | $7.77K | 0.00% | −295−37.5% | Reduced |
| Washington Trust Advisors, Inc. | 497 | $7.87K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $7.92K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $8.60K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 661 | $10.5K | 0.00% | −119−15.3% | Reduced |
| Fortitude Family Office, LLC | 678 | $10.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 684 | $10.8K | 0.00% | +242+54.8% | Added |
| Skopos Labs, Inc. | 738 | $11.7K | 0.00% | +737+73,700.0% | Added |
| Umb Bank N A | 741 | $11.7K | 0.00% | +443+148.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 872 | $13.8K | 0.00% | −11−1.2% | Reduced |
| Hexagon Capital Partners LLC | 913 | $14.5K | 0.00% | −328−26.4% | Reduced |
| Bayforest Capital Ltd | 999 | $15.8K | 0.01% | −5,782−85.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,017 | $16.1K | 0.00% | +1,017 | New |
| First Horizon Advisors, Inc. | 1,037 | $16.4K | 0.00% | +129+14.2% | Added |
| EverSource Wealth Advisors, LLC | 1,041 | $16.5K | 0.00% | +9+0.9% | Added |
| Coldstream Capital Management Inc | 1,131 | $17.9K | 0.00% | +1,131 | New |
| GAMMA Investing LLC | 1,136 | $18.0K | 0.00% | −168−12.9% | Reduced |
| Smartleaf Asset Management LLC | 1,150 | $18.2K | 0.00% | −2,273−66.4% | Reduced |
| Quadrant Capital Group LLC | 1,570 | $24.9K | 0.00% | −612−28.0% | Reduced |
| Lindbrook Capital, LLC | 1,907 | $30.2K | 0.00% | −1,356−41.6% | Reduced |
| CWM, LLC | 2,142 | $34.0K | 0.00% | −2,844−57.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,478 | $39.2K | 0.00% | −181−6.8% | Reduced |
| Sterling Capital Management LLC | 2,585 | $40.9K | 0.00% | −2,129−45.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,169 | $50.0K | 0.00% | +3,169 | New |
| US Bancorp | 3,691 | $58.4K | 0.00% | −668−15.3% | Reduced |
| Spirit of America Management Corp | 4,000 | $63.3K | 0.01% | −3,000−42.9% | Reduced |
| Group One Trading, L.P. | 4,186 | $66.3K | 0.00% | −19,524−82.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,465 | $70.7K | 0.00% | +1,392+45.3% | Added |
| New Age Alpha Advisors, LLC | 4,602 | $72.8K | 0.00% | −5,202−53.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,890 | $77.4K | 0.00% | +150+3.2% | Added |
| Meeder Asset Management Inc | 4,908 | $77.7K | 0.01% | −1,138−18.8% | Reduced |
| Farther Finance Advisors, LLC | 6,568 | $104.1K | 0.00% | −18,242−73.5% | Reduced |
| KBC Group NV | 8,111 | $128.0K | 0.00% | +227+2.9% | Added |
| Pekin Hardy Strauss, Inc. | 10,150 | $160.7K | 0.02% | +10,150 | New |
| Sowell Financial Services LLC | 10,218 | $161.8K | 0.01% | +10,218 | New |
| Paragon Capital Management Ltd | 10,409 | $164.8K | 0.03% | +57+0.6% | Added |
| United Services Automobile Association | 10,826 | $171.1K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,051 | $174.9K | 0.00% | −4,643−29.6% | Reduced |
| Two Sigma Investments, LP | 11,422 | $180.8K | 0.00% | −156,450−93.2% | Reduced |
| Austin Private Wealth, LLC | 11,487 | $181.8K | 0.02% | +11,487 | New |
| Savant Capital, LLC | 11,512 | $182.2K | 0.00% | +11,512 | New |
| Cooper Financial Group | 11,641 | $184.3K | 0.02% | +1,145+10.9% | Added |
| Ellevest, Inc. | 11,786 | $186.6K | 0.01% | −2,124−15.3% | Reduced |
| Kestra Advisory Services, LLC | 11,876 | $188.0K | 0.00% | +11,876 | New |
| Xponance, Inc. | 11,981 | $189.7K | 0.00% | +718+6.4% | Added |
| GWM Advisors LLC | 12,030 | $190.4K | 0.00% | +11,455+1,992.2% | Added |
| Personal Cfo Solutions, LLC | 12,062 | $190.9K | 0.04% | +12,062 | New |
| First Citizens Bank & Trust Co | 12,467 | $197.4K | 0.01% | +12,467 | New |
| State of Wyoming | 12,756 | $201.9K | 0.03% | −2,760−17.8% | Reduced |
| Stratos Wealth Partners, LTD. | 12,800 | $202.6K | 0.00% | −939−6.8% | Reduced |