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 2026
Institutional positions in Liberty Energy Inc. as of Mar 31, 2026. 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
- 396
- +62 vs. Q4 2025
- Shares held
- 173.7M
- +29.2M (+20.2%) vs. Q4 2025
- Total value
- $5.00B
- +$2.33B (+87.3%) vs. Q4 2025
- New holders
- 105
- 133 more added
- Sold out
- 43
- 120 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Liberty Energy Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bernard Wealth Management Corp. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $115 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $144 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $144 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $173 | 0.00% | −3−33.3% | Reduced |
| Massmutual Trust Co FSB | 6 | $173 | 0.00% | +6 | New |
| TD Capital Management LLC | 11 | $318 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $346 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 14 | $403 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $605 | 0.00% | +1+5.0% | Added |
| Wealth Preservation Advisors, LLC | 21 | $605 | 0.00% | +21 | New |
| Gilpin Wealth Management, LLC | 24 | $692 | 0.00% | +10+71.4% | Added |
| Assetmark, Inc | 25 | $720 | 0.00% | +10+66.7% | Added |
| Ankerstar Wealth, LLC | 26 | $749 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $778 | 0.00% | −1−3.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 28 | $806 | 0.00% | +15+115.4% | Added |
| McGuire Capital Advisors Inc | 31 | $879 | 0.00% | +1+3.3% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $922 | 0.00% | +7+28.0% | Added |
| Ares Financial Consulting, LLC | 34 | $949 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $950 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $1.07K | 0.00% | +17+85.0% | Added |
| Northwestern Mutual Wealth Management Co | 40 | $1.15K | 0.00% | −176−81.5% | Reduced |
| Medallion Wealth Advisors, LLC | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 59 | $1.70K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 60 | $1.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 80 | $2.30K | 0.30% | +80 | New |
| Quarry LP | 92 | $2.65K | 0.00% | +92 | New |
| Caldwell Sutter Capital, Inc. | 100 | $2.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $3.25K | 0.00% | +65+135.4% | Added |
| Ronald Blue Trust, Inc. | 125 | $3.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 134 | $3.86K | 0.00% | +134 | New |
| Cedar Mountain Advisors, LLC | 135 | $3.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $3.95K | 0.00% | +32+30.5% | Added |
| JFS Wealth Advisors, LLC | 157 | $4.52K | 0.00% | +11+7.5% | Added |
| Kilter Group LLC | 165 | $4.75K | 0.00% | +9+5.8% | Added |
| SBI Securities Co., Ltd. | 168 | $4.84K | 0.00% | −8−4.5% | Reduced |
| UMA Financial Services, Inc. | 175 | $5.04K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 184 | $5.30K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 185 | $5.33K | 0.00% | +185 | New |
| Fortitude Family Office, LLC | 199 | $5.73K | 0.00% | +87+77.7% | Added |
| Harbour Investments, Inc. | 205 | $5.90K | 0.00% | −410−66.7% | Reduced |
| Elequin Capital LP | 210 | $6.05K | 0.00% | +210 | New |
| Keating Financial Advisory Services, Inc. | 227 | $6.54K | 0.00% | +107+89.2% | Added |
| Brown Brothers Harriman & Co | 235 | $6.77K | 0.00% | +41+21.1% | Added |
| Bryn Mawr Trust Co | 286 | $8.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 329 | $9.47K | 0.00% | +234+246.3% | Added |
| Bare Financial Services, Inc | 356 | $10.3K | 0.00% | +220+161.8% | Added |
| Bayforest Capital Ltd | 361 | $10.4K | 0.01% | −2,608−87.8% | Reduced |
| Parallel Advisors, LLC | 378 | $10.9K | 0.00% | +36+10.5% | Added |
| Bessemer Group Inc | 352 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 401 | $11.5K | 0.00% | −388−49.2% | Reduced |
| Sound Income Strategies, LLC | 494 | $13.8K | 0.00% | +1+0.2% | Added |
| Anchor Investment Management, LLC | 500 | $14.4K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 500 | $14.4K | 0.00% | +500 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 522 | $15.0K | 0.00% | −186−26.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 595 | $17.1K | 0.00% | +200+50.6% | Added |
| GoalVest Advisory LLC | 620 | $17.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 645 | $18.6K | 0.00% | +26+4.2% | Added |
| Rothschild Investment LLC | 690 | $19.9K | 0.00% | +61+9.7% | Added |
| Eastern Bank | 763 | $22.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 800 | $23.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 914 | $26.3K | 0.00% | +405+79.6% | Added |
| Valued Wealth Advisors LLC | 916 | $26.4K | 0.01% | +916 | New |
| GWM Advisors LLC | 922 | $26.6K | 0.00% | +295+47.0% | Added |
| Wall Street Access Asset Management, LLC | 2,431 | $27.9K | 0.01% | +54+2.3% | Added |
| Clear Street Markets LLC | 975 | $28.1K | 0.01% | +975 | New |
| Advisory Services Network, LLC | 1,019 | $29.4K | 0.00% | +1,019 | New |
| Kemnay Advisory Services Inc. | 1,024 | $29.5K | 0.00% | +1,024 | New |
| RWM Asset Management, LLC | 1,290 | $37.2K | 0.00% | +1,290 | New |
| GHP Investment Advisors, Inc. | 1,346 | $38.8K | 0.00% | +1,346 | New |
| Harbor Capital Advisors, Inc. | 1,386 | $40.0K | 0.00% | −57,550−97.6% | Reduced |
| Allworth Financial LP | 1,407 | $40.5K | 0.00% | +182+14.9% | Added |
| SRS Capital Advisors, Inc. | 1,329 | $41.0K | 0.00% | +624+88.5% | Added |
| First Horizon Corp | 1,431 | $41.2K | 0.00% | −189−11.7% | Reduced |
| Covestor Ltd | 1,542 | $44.0K | 0.03% | −6,305−80.3% | Reduced |
| Salomon & Ludwin, LLC | 1,573 | $44.2K | 0.00% | +287+22.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,550 | $44.6K | 0.00% | +1,050+210.0% | Added |
| International Assets Investment Management, LLC | 1,603 | $44.8K | 0.00% | −116−6.7% | Reduced |
| Employees Retirement System of Texas | 1,565 | $45.0K | 0.00% | +1,565 | New |
| Los Angeles Capital Management LLC | 1,573 | $45.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,748 | $50.4K | 0.00% | +235+15.5% | Added |
| Essential Partners LLC | 1,920 | $55.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,996 | $57.5K | 0.01% | +158+8.6% | Added |
| Quadrant Capital Group LLC | 2,073 | $59.7K | 0.00% | −67−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 2,200 | $63.4K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,346 | $67.6K | 0.00% | −345,879−99.3% | Reduced |
| Creative Financial Designs Inc | 2,403 | $69.2K | 0.00% | +803+50.2% | Added |
| Smartleaf Asset Management LLC | 3,370 | $97.3K | 0.00% | −2,277−40.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,654 | $105.2K | 0.00% | +384+11.7% | Added |
| Nisa Investment Advisors, LLC | 4,676 | $134.7K | 0.00% | −17,907−79.3% | Reduced |
| Sculptor Capital LP | 4,750 | $136.8K | 0.00% | +4,750 | New |
| Farther Finance Advisors, LLC | 5,403 | $150.9K | 0.00% | +212+4.1% | Added |
| Sterling Capital Management LLC | 5,253 | $151.3K | 0.00% | −3,910−42.7% | Reduced |
| KBC Group NV | 5,432 | $156.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,425 | $156.2K | 0.01% | +1,065+24.4% | Added |
| Walleye Trading LLC | 6,478 | $186.6K | 0.00% | +6,478 | New |
| Meeder Asset Management Inc | 6,571 | $189.2K | 0.01% | +142+2.2% | Added |