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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 17,897 | $283.3K | 0.00% | −5,462−23.4% | Reduced |
| JustInvest LLC | 16,884 | $267.3K | 0.00% | +213+1.3% | Added |
| State of Wisconsin Investment Board | 16,396 | $259.5K | 0.00% | +1,932+13.4% | Added |
| Ameritas Investment Partners, Inc. | 16,356 | $258.9K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,127 | $255.0K | 0.00% | +503+3.2% | Added |
| Equitable Trust Co | 15,935 | $252.3K | 0.01% | −1,829−10.3% | Reduced |
| SG Americas Securities, LLC | 15,187 | $240.0K | 0.00% | +15,187 | New |
| Meridian Wealth Advisors, LLC | 14,800 | $234.3K | 0.04% | 00.0% | Unchanged |
| Massar Capital Management, LP | 13,845 | $219.2K | 0.26% | +13,845 | New |
| HighTower Advisors, LLC | 13,217 | $209.2K | 0.00% | −14,466−52.3% | Reduced |
| Elo Mutual Pension Insurance Co | 13,159 | $208.3K | 0.00% | +13,159 | New |
| Atria Investments LLC | 13,153 | $208.2K | 0.00% | +13,153 | New |
| FourThought Financial Partners, LLC | 12,916 | $204.5K | 0.02% | +12,916 | New |
| Stratos Wealth Partners, LTD. | 12,800 | $202.6K | 0.00% | −939−6.8% | Reduced |
| State of Wyoming | 12,756 | $201.9K | 0.03% | −2,760−17.8% | Reduced |
| First Citizens Bank & Trust Co | 12,467 | $197.4K | 0.01% | +12,467 | New |
| Personal Cfo Solutions, LLC | 12,062 | $190.9K | 0.04% | +12,062 | New |
| GWM Advisors LLC | 12,030 | $190.4K | 0.00% | +11,455+1,992.2% | Added |
| Xponance, Inc. | 11,981 | $189.7K | 0.00% | +718+6.4% | Added |
| Kestra Advisory Services, LLC | 11,876 | $188.0K | 0.00% | +11,876 | New |
| Ellevest, Inc. | 11,786 | $186.6K | 0.01% | −2,124−15.3% | Reduced |
| Cooper Financial Group | 11,641 | $184.3K | 0.02% | +1,145+10.9% | Added |
| Savant Capital, LLC | 11,512 | $182.2K | 0.00% | +11,512 | New |
| Austin Private Wealth, LLC | 11,487 | $181.8K | 0.02% | +11,487 | New |
| Two Sigma Investments, LP | 11,422 | $180.8K | 0.00% | −156,450−93.2% | Reduced |
| Avantax Advisory Services, Inc. | 11,051 | $174.9K | 0.00% | −4,643−29.6% | Reduced |
| United Services Automobile Association | 10,826 | $171.1K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 10,409 | $164.8K | 0.03% | +57+0.6% | Added |
| Sowell Financial Services LLC | 10,218 | $161.8K | 0.01% | +10,218 | New |
| Pekin Hardy Strauss, Inc. | 10,150 | $160.7K | 0.02% | +10,150 | New |
| KBC Group NV | 8,111 | $128.0K | 0.00% | +227+2.9% | Added |
| Farther Finance Advisors, LLC | 6,568 | $104.1K | 0.00% | −18,242−73.5% | Reduced |
| Meeder Asset Management Inc | 4,908 | $77.7K | 0.01% | −1,138−18.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,890 | $77.4K | 0.00% | +150+3.2% | Added |
| New Age Alpha Advisors, LLC | 4,602 | $72.8K | 0.00% | −5,202−53.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,465 | $70.7K | 0.00% | +1,392+45.3% | Added |
| Group One Trading, L.P. | 4,186 | $66.3K | 0.00% | −19,524−82.3% | Reduced |
| Spirit of America Management Corp | 4,000 | $63.3K | 0.01% | −3,000−42.9% | Reduced |
| US Bancorp | 3,691 | $58.4K | 0.00% | −668−15.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,169 | $50.0K | 0.00% | +3,169 | New |
| Sterling Capital Management LLC | 2,585 | $40.9K | 0.00% | −2,129−45.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,478 | $39.2K | 0.00% | −181−6.8% | Reduced |
| CWM, LLC | 2,142 | $34.0K | 0.00% | −2,844−57.0% | Reduced |
| Lindbrook Capital, LLC | 1,907 | $30.2K | 0.00% | −1,356−41.6% | Reduced |
| Quadrant Capital Group LLC | 1,570 | $24.9K | 0.00% | −612−28.0% | Reduced |
| Smartleaf Asset Management LLC | 1,150 | $18.2K | 0.00% | −2,273−66.4% | Reduced |
| GAMMA Investing LLC | 1,136 | $18.0K | 0.00% | −168−12.9% | Reduced |
| Coldstream Capital Management Inc | 1,131 | $17.9K | 0.00% | +1,131 | New |
| EverSource Wealth Advisors, LLC | 1,041 | $16.5K | 0.00% | +9+0.9% | Added |
| First Horizon Advisors, Inc. | 1,037 | $16.4K | 0.00% | +129+14.2% | Added |
| Headlands Technologies LLC | 1,017 | $16.1K | 0.00% | +1,017 | New |
| Nomura Asset Management Co Ltd | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 999 | $15.8K | 0.01% | −5,782−85.3% | Reduced |
| Hexagon Capital Partners LLC | 913 | $14.5K | 0.00% | −328−26.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 872 | $13.8K | 0.00% | −11−1.2% | Reduced |
| Umb Bank N A | 741 | $11.7K | 0.00% | +443+148.7% | Added |
| Skopos Labs, Inc. | 738 | $11.7K | 0.00% | +737+73,700.0% | Added |
| Signaturefd, LLC | 684 | $10.8K | 0.00% | +242+54.8% | Added |
| Fortitude Family Office, LLC | 678 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 661 | $10.5K | 0.00% | −119−15.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $8.60K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $7.92K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 497 | $7.87K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 491 | $7.77K | 0.00% | −295−37.5% | Reduced |
| Boston Private Wealth LLC | 351 | $5.56K | 0.00% | +351 | New |
| Optiver Holding B.V. | 347 | $5.49K | 0.00% | −221−38.9% | Reduced |
| IFP Advisors, Inc | 292 | $4.62K | 0.00% | −83−22.1% | Reduced |
| Parallel Advisors, LLC | 290 | $4.59K | 0.00% | +21+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 257 | $4.07K | 0.00% | +64+33.2% | Added |
| High Note Wealth, LLC | 242 | $3.83K | 0.00% | −23−8.7% | Reduced |
| Larson Financial Group LLC | 240 | $3.80K | 0.00% | +211+727.6% | Added |
| Quarry LP | 238 | $3.77K | 0.00% | +238 | New |
| Rothschild Investment LLC | 220 | $3.48K | 0.00% | +55+33.3% | Added |
| CIBC Private Wealth Group, LLC | 305 | $3.05K | 0.00% | −1,892−86.1% | Reduced |
| Covestor Ltd | 219 | $3.00K | 0.00% | −1,267−85.3% | Reduced |
| Harbour Investments, Inc. | 189 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 188 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 136 | $2.00K | 0.00% | +26+23.6% | Added |
| Bell Investment Advisors, Inc | 111 | $1.76K | 0.00% | +28+33.7% | Added |
| Jones Financial Companies LLLP | 102 | $1.61K | 0.00% | +47+85.5% | Added |
| Parkside Financial Bank & Trust | 100 | $1.58K | 0.00% | +81+426.3% | Added |
| Massmutual Trust Co FSB | 92 | $1.46K | 0.00% | −17−15.6% | Reduced |
| Central Trust Co | 91 | $1.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $1.25K | 0.00% | −237−75.0% | Reduced |
| Bare Financial Services, Inc | 78 | $1.24K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 75 | $1.19K | 0.00% | −46−38.0% | Reduced |
| Private Wealth Management Group, LLC | 74 | $1.17K | 0.00% | −113−60.4% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.03K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 64 | $1.01K | 0.00% | +64 | New |
| Picton Mahoney Asset Management | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 87 | $1.00K | 0.00% | +87 | New |
| Geneos Wealth Management Inc. | 61 | $966 | 0.00% | +61 | New |
| SRS Capital Advisors, Inc. | 60 | $950 | 0.00% | −1,438−96.0% | Reduced |
| CVA Family Office, LLC | 58 | $918 | 0.00% | +58 | New |
| Quest Partners LLC | 56 | $886 | 0.00% | +56 | New |
| Federation des caisses Desjardins du Quebec | 50 | $792 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $792 | 0.00% | +50 | New |
| Allworth Financial LP | 56 | $682 | 0.00% | −959−94.5% | Reduced |
| Medallion Wealth Advisors, LLC | 41 | $650 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $555 | 0.00% | +35 | New |