Liberty Global Ltd.
LBTYA- Exchange
- Nasdaq
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001570585
No open-market purchases or sales by Liberty Global Ltd. insiders were filed in the last 90 days; 298 institutions reported holding it in 13F filings for Q2 2026, worth $1.95B in total; superinvestors Oaktree Capital and Greenlight Capital hold it.
13F holders, Q3 2024
Institutional positions in Liberty Global Ltd. as of Sep 30, 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
- 264
- +23 vs. Q2 2024
- Shares held
- 146.7M
- +8.25M (+6.0%) vs. Q2 2024
- Total value
- $3.09B
- +$680.0M (+28.2%) vs. Q2 2024
- New holders
- 54
- 81 more added
- Sold out
- 31
- 68 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LBTYA 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 | 298 | $1.95B |
| Q1 2026 | 288 | $2.06B |
| Q4 2025 | 281 | $1.90B |
| Q3 2025 | 285 | $1.83B |
| Q2 2025 | 258 | $1.58B |
| Q1 2025 | 268 | $1.73B |
| Q4 2024 | 267 | $1.97B |
| Q3 2024 | 264 | $3.09B |
| Q2 2024 | 243 | $2.54B |
| Q1 2024 | 234 | $2.34B |
| Q4 2023 | 225 | $2.44B |
| Q3 2023 | 250 | $2.57B |
| Q2 2023 | 271 | $2.55B |
| Q1 2023 | 278 | $2.97B |
| Q4 2022 | 275 | $2.87B |
| Q3 2022 | 260 | $2.34B |
| Q2 2022 | 258 | $3.38B |
| Q1 2022 | 255 | $3.80B |
| Q4 2021 | 266 | $4.09B |
| Q3 2021 | 262 | $4.51B |
| Q2 2021 | 254 | $4.04B |
| Q1 2021 | 252 | $3.87B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Liberty Global Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,747 | $36.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,693 | $35.7K | 0.00% | +148+9.6% | Added |
| Colonial Trust Co | 2,000 | $34.5K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,628 | $34.4K | 0.02% | −6,726−80.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,859 | $32.4K | 0.00% | +975+110.3% | Added |
| CWM, LLC | 1,446 | $31.0K | 0.00% | +1,446 | New |
| CIBC Private Wealth Group, LLC | 1,307 | $27.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,235 | $26.1K | 0.00% | −39−3.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $25.3K | 0.01% | +1,200 | New |
| IFP Advisors, Inc | 1,065 | $22.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $21.1K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,014 | $21.0K | 0.02% | −9,133−90.0% | Reduced |
| Covestor Ltd | 1,019 | $21.0K | 0.01% | +8+0.8% | Added |
| Accent Capital Management, LLC | 977 | $20.6K | 0.01% | −795−44.9% | Reduced |
| Rothschild Investment LLC | 970 | $20.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 806 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 716 | $15.1K | 0.00% | +716 | New |
| Ancora Advisors, LLC | 700 | $14.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 697 | $14.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 664 | $14.0K | 0.00% | +664 | New |
| Gables Capital Management Inc. | 622 | $13.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 600 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $12.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 459 | $9.69K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 409 | $8.63K | 0.00% | +252+160.5% | Added |
| Bogart Wealth, LLC | 378 | $7.98K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 361 | $7.62K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 320 | $6.75K | 0.00% | +320 | New |
| Ci Investments Inc. | 303 | $6.00K | 0.00% | +303 | New |
| Pinnacle Bancorp, Inc. | 276 | $5.83K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 250 | $5.32K | 0.00% | +250 | New |
| Private Wealth Management Group, LLC | 197 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 150 | $3.17K | 0.00% | +49+48.5% | Added |
| Optimum Investment Advisors | 120 | $2.53K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 118 | $2.49K | 0.00% | −4,477−97.4% | Reduced |
| Flaharty Asset Management, LLC | 106 | $2.24K | 0.00% | +106 | New |
| GAMMA Investing LLC | 105 | $2.22K | 0.00% | +105 | New |
| Harbour Investments, Inc. | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $1.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $1.75K | 0.00% | +22+36.1% | Added |
| Hexagon Capital Partners LLC | 76 | $1.60K | 0.00% | −2−2.6% | Reduced |
| Pathway Financial Advisers, LLC | 71 | $1.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $1.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 55 | $1.16K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 54 | $1.14K | 0.00% | +34+170.0% | Added |
| Claris Advisors, LLC | 54 | $1.14K | 0.00% | +54 | New |
| Sunbelt Securities, Inc. | 48 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $1.00K | 0.00% | +62 | New |
| O'Shaughnessy Asset Management, LLC | 46 | $941 | 0.00% | +46 | New |
| Whittier Trust Co | 41 | $864 | 0.00% | −8,900−99.5% | Reduced |
| North Star Investment Management Corp. | 40 | $844 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 36 | $760 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $739 | 0.00% | +13+59.1% | Added |
| Whittier Trust Co of Nevada Inc | 35 | $738 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 33 | $697 | 0.00% | +33 | New |
| Riverview Trust Co | 26 | $549 | 0.00% | +26 | New |
| Maryland Capital Advisors Inc. | 21 | $444 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $169 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $127 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −1,688,700−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −698,678−100.0% | Sold out |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −640,090−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −275,275−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −59,520−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −55,195−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −51,939−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −49,932−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −49,733−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −14,082−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −33,743−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −22,794−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −19,727−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −19,320−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −16,008−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,547−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −13,502−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −12,425−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Karpas Strategies, LLC | – | – | – | – | Not filed |