Institutional Ownership Liberty Energy Inc. (LBRT)
This table provides information about the institutional ownership of Liberty Energy Inc. (LBRT). We have compiled data on the 348 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
196
shares
|
$2,236
0.0% of portfolio
|
Q2 2025
Reduced 60.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
189
shares
|
$2,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
188
shares
|
$2,145
0.0% of portfolio
|
Q4 2023
Reduced 14.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
168
shares
|
$1,916
0.0% of portfolio
|
Q2 2025
Reduced 75.44%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
145
shares
|
$1,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
128
shares
|
$1,460
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
103
shares
|
$1,175
0.0% of portfolio
|
Q2 2025
Reduced 84.81%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
99
shares
|
$1,129
0.0% of portfolio
|
Q2 2025
Reduced 41.42%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
91
shares
|
$1,038
0.0% of portfolio
|
Q2 2025
Reduced 91.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
91
shares
|
$1,038
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
79
shares
|
$901
0.0% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
65
shares
|
$741
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
64
shares
|
$730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
63
shares
|
$718
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
62
shares
|
$707
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
61
shares
|
$696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
59
shares
|
$673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
50
shares
|
$570
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
50
shares
|
$570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$536
0.0% of portfolio
|
Q2 2025
Reduced 37.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
45
shares
|
$513
0.0% of portfolio
|
Q2 2024
Added 87.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
42
shares
|
$479
0.0% of portfolio
|
Q2 2025
Reduced 83.66%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
42
shares
|
$479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29
shares
|
$330
0.0% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
26
shares
|
$296
0.0% of portfolio
|
Q1 2025
New holding
|