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Liberty Energy Inc (LBRT)

CUSIP: 53115L104 | NYSE | Energy · Oil & Gas Equipment & Services | Mid Cap | 945 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP9,685,196
0.0% of portfolio›$176.5M
Citigroup Inc1,551,409
0.0% of portfolio›$28.3M
Principal Financial Group Inc789,405
0.0% of portfolio›$14.4M
Daiwa Securities Group Inc.267,456
0.0% of portfolio›$4.9M
Fulcrum Asset Management LLP198,075
0.2% of portfolio›$3.7M
Pekin Hardy Strauss, Inc.189,395
0.3% of portfolio›$3.5M
Creative Planning173,947
0.0% of portfolio›$3.2M
Antipodes Partners Ltd170,182
0.1% of portfolio›$3.1M
Arlington Capital Management Inc148,500
1.6% of portfolio›$2.7M
Founders Financial Securities LLC110,000
0.1% of portfolio›$2.0M
Simplex Trading, LLC98,334
0.0% of portfolio›$1.8M
Bosman Wealth Management, LLC87,102
1.0% of portfolio›$1.6M
Wedge Capital Management L L P81,991
0.0% of portfolio›$1.5M
CenterBook Partners LP81,280
0.1% of portfolio›$1.5M
New York State Teachers Retirement System80,900
0.0% of portfolio›$1.5K
Louisiana State Employees Retirement System69,500
0.0% of portfolio›$1.3M
Salem Investment Counselors Inc65,980
0.0% of portfolio›$1.2M
Apollon Wealth Management, LLC62,784
0.0% of portfolio›$1.1M
MacKenzie Financial Corp62,473
0.0% of portfolio›$1.1M
Strs Ohio55,300
0.0% of portfolio›$1.0M
Sumitomo Mitsui Trust Group, Inc.50,769
0.0% of portfolio›$925.0K
Angeles Wealth Management, LLC46,788
0.0% of portfolio›$852.5K
Arizona State Retirement System45,963
0.0% of portfolio›$837.4K
Yousif Capital Management, LLC44,751
0.0% of portfolio›$815.4K
Amalgamated Bank42,258
0.0% of portfolio›$770
Commonwealth of Pennsylvania Public School Empls Retrmt SYS38,450
0.0% of portfolio›$700.6K
Wealth Enhancement Advisory Services, LLC37,667
0.0% of portfolio›$710.0K
Oregon Public Employees Retirement Fund36,565
0.0% of portfolio›$666.2K
State of Alaska, Department of Revenue36,097
0.0% of portfolio›$657
Hara Capital LLC31,598
0.3% of portfolio›$575.7K
Choreo, LLC29,159
0.0% of portfolio›$531.3K
Pictet Asset Management Holding SA27,584
0.0% of portfolio›$502.6K
Allspring Global Investments Holdings, LLC27,580
0.0% of portfolio›$509.4K
ProShare Advisors LLC22,166
0.0% of portfolio›$403.9K
Hussman Strategic Advisors, Inc.21,000
0.1% of portfolio›$382.6K
Fifth Third Wealth Advisors LLC20,756
0.0% of portfolio›$378.2K
State of Wyoming20,363
0.0% of portfolio›$371.0K
Profund Advisors LLC20,209
0.0% of portfolio›$368.2K
Values First Advisors, Inc.19,168
0.2% of portfolio›$349.2K
Mutual of America Capital Management LLC18,621
0.0% of portfolio›$339.3K
Prospera Financial Services Inc17,587
0.0% of portfolio›$296.9K
Ashton Thomas Private Wealth, LLC17,096
0.0% of portfolio›$311.5K
HUB Investment Partners, LLC16,999
0.0% of portfolio›$309.7K
Xponance LLC15,410
0.0% of portfolio›$280.8K
First Citizens Bank & Trust Co10,117
0.0% of portfolio›$184.3K
Anchyra Partners LLC10,057
0.0% of portfolio›$183.2K
Farther Finance Advisors, LLC9,297
0.0% of portfolio›$169.4K
DekaBank Deutsche Girozentrale7,461
0.0% of portfolio›$133
Gamma Investing LLC5,559
0.0% of portfolio›$101.3K
KBC Group NV5,432
0.0% of portfolio›$99
Sterling Capital Management LLC5,129
0.0% of portfolio›$93.5K
Bayforest Capital Ltd4,443
0.1% of portfolio›$81.0K
Caitong International Asset Management Co., Ltd4,039
0.0% of portfolio›$73.6K
Parallel Advisors, LLC3,834
0.0% of portfolio›$69.9K
Creative Financial Designs Inc3,423
0.0% of portfolio›$62.4K
Fortitude Family Office, LLC3,129
0.0% of portfolio›$57.0K
Pinnacle Wealth Planning Services, Inc.2,862
0.0% of portfolio›$52.1K
Nisa Investment Advisors, LLC2,849
0.0% of portfolio›$51.9K
EverSource Wealth Advisors, LLC2,494
0.0% of portfolio›$45.4K
Kelleher Financial Advisors2,377
0.0% of portfolio›$43.3K
Harbor Capital Advisors, Inc.1,759
0.0% of portfolio›$32
Covestor Ltd1,551
0.0% of portfolio›$28
Reyes Financial Architecture, Inc.1,502
0.0% of portfolio›$27.4K
GHP Investment Advisors, Inc.1,346
0.0% of portfolio›$24.5K
Salomon & Ludwin, LLC1,286
0.0% of portfolio›$23.4K
Root Financial Partners, LLC818
0.0% of portfolio›$14.9K
GoalVest Advisory LLC620
0.0% of portfolio›$11.3K
Mitsubishi UFJ Asset Management Co., Ltd.543
0.0% of portfolio›$9.9K
First Horizon Corp475
0.0% of portfolio›$8.7K
Private Wealth Management Group, LLC395
0.0% of portfolio›$7.2K
Essential Partners LLC368
0.0% of portfolio›$6.7K
Bare Financial Services, Inc347
0.0% of portfolio›$6.3K
Ascentis Wealth Management, LLC318
0.0% of portfolio›$5.8K
Wilmington Savings Fund Society, FSB286
0.0% of portfolio›$5.2K
Creative Capital Management Investments LLC225
0.0% of portfolio›$4.1K
IFP Advisors, Inc190
0.0% of portfolio›$3.5K
Parkside Financial Bank & Trust184
0.0% of portfolio›$3.4K
Blue Trust, Inc.184
0.0% of portfolio›$3.4K
Physician Wealth Advisors, Inc.175
0.0% of portfolio›$3.2K
JFS Wealth Advisors, LLC164
0.0% of portfolio›$3.0K
Clark Wealth Partners138
0.0% of portfolio›$2.5K
Cedar Mountain Advisors, LLC132
0.0% of portfolio›$2.4K
Farmers & Merchants Investments Inc131
0.0% of portfolio›$2.4K
Provenance Wealth Advisors, LLC120
0.0% of portfolio›$2.2K
Mather Group, Llc.119
0.0% of portfolio›$2.2K
Signaturefd, LLC74
0.0% of portfolio›$1.3K
Horizon Financial Services, LLC70
0.0% of portfolio›$1.3K
West Paces Advisors Inc.66
0.0% of portfolio›$1.2K
Financial Consulate, Inc60
0.0% of portfolio›$1.1K
MassMutual Private Wealth & Trust, FSB59
0.0% of portfolio›$1.1K
Versant Capital Management, Inc40
0.0% of portfolio›$729
Bay Harbor Wealth Management, LLC40
0.0% of portfolio›$729
Valley National Advisers Inc37
0.0% of portfolio›$675
SJS Investment Consulting Inc.35
0.0% of portfolio›$638
DiNuzzo Private Wealth, Inc.30
0.0% of portfolio›$547
UMB Private Wealth Management, LLC22
0.0% of portfolio›$401
Assetmark, Inc20
0.0% of portfolio›$364
SBI Securities Co., Ltd.17
0.0% of portfolio›$310
Gilpin Wealth Management, LLC17
0.0% of portfolio›$310
Abound Wealth Management6
0.0% of portfolio›$110
Maryland Capital Advisors Inc.3
0.0% of portfolio›$55
DecisionPoint Financial, LLC2
0.0% of portfolio›$37
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
9,685,196$176.5M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
1,551,409$28.3M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
789,405$14.4M0.0%CoreLowDes Moines, IA2026-11-02
Daiwa Securities Group Inc.
267,456$4.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Fulcrum Asset Management LLP
198,075$3.7M0.2%CoreMediumLondon, United Kingdom2026-11-04
Pekin Hardy Strauss, Inc.
189,395$3.5M0.3%ValueMediumChicago, IL2026-11-02
Creative Planning
173,947$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Antipodes Partners Ltd
170,182$3.1M0.1%ValueHighRoyal Exchange, China2026-11-05
Arlington Capital Management Inc
148,500$2.7M1.6%GARPHighArlington Heights, IL2026-10-30
Founders Financial Securities LLC
110,000$2.0M0.1%ETFMediumTowson, MD2026-10-28
Simplex Trading, LLC
98,334$1.8M0.0%CoreVery HighChicago, IL2026-11-04
Bosman Wealth Management, LLC
87,102$1.6M1.0%MomentumHighRedlands, CA2026-10-28
Wedge Capital Management L L P
81,991$1.5M0.0%ValueMediumCharlotte, NC2026-10-13
CenterBook Partners LP
81,280$1.5M0.1%ValueVery HighGreenwich, CT2026-11-02
New York State Teachers Retirement System
80,900$1.5K0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
69,500$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Salem Investment Counselors Inc
65,980$1.2M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Apollon Wealth Management, LLC
62,784$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
MacKenzie Financial Corp
62,473$1.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Strs Ohio
55,300$1.0M0.0%CoreMediumColumbus, OH2026-10-30
Sumitomo Mitsui Trust Group, Inc.
50,769$925.0K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Angeles Wealth Management, LLC
46,788$852.5K0.0%ETFLowSanta Monica, CA2026-10-26
Arizona State Retirement System
45,963$837.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
44,751$815.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
42,258$7700.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
38,450$700.6K0.0%CoreLowHarrisburg, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
37,667$710.0K0.0%CoreLowPlymouth, MN2026-10-13
Oregon Public Employees Retirement Fund
36,565$666.2K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
36,097$6570.0%CoreVery LowJuneau, AK2026-10-15
Hara Capital LLC
31,598$575.7K0.3%Deep ValueMediumBellevue, WA2026-10-30
Choreo, LLC
29,159$531.3K0.0%IndexLowRockford, IL2026-10-28
Pictet Asset Management Holding SA
27,584$502.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Allspring Global Investments Holdings, LLC
27,580$509.4K0.0%CoreMediumCharlotte, NC2026-11-04
ProShare Advisors LLC
22,166$403.9K0.0%GrowthLowBethesda, MD2026-10-29
Hussman Strategic Advisors, Inc.
21,000$382.6K0.1%YieldVery HighEllicott City, MD2026-11-02
Fifth Third Wealth Advisors LLC
20,756$378.2K0.0%IndexVery LowCincinnati, OH2026-10-22
State of Wyoming
20,363$371.0K0.0%ValueHighCheyenne, WY2026-10-28
Profund Advisors LLC
20,209$368.2K0.0%GrowthLowBethesda, MD2026-10-29
Values First Advisors, Inc.
19,168$349.2K0.2%CoreMediumJohnson City, TN2026-10-23
Mutual of America Capital Management LLC
18,621$339.3K0.0%IndexLowNew York, NY2026-10-23
Prospera Financial Services Inc
17,587$296.9K0.0%CoreMediumDallas, TX2026-11-04
Ashton Thomas Private Wealth, LLC
17,096$311.5K0.0%CoreMediumScottsdale, AZ2026-11-03
HUB Investment Partners, LLC
16,999$309.7K0.0%GrowthLowAustin, TX2026-11-03
Xponance LLC
15,410$280.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
First Citizens Bank & Trust Co
10,117$184.3K0.0%CoreMediumRaleigh, NC2026-10-14
Anchyra Partners LLC
10,057$183.2K0.0%CoreLowAtlanta, GA2026-10-13
Farther Finance Advisors, LLC
9,297$169.4K0.0%IndexLowSan Francisco, CA2026-10-08
DekaBank Deutsche Girozentrale
7,461$1330.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gamma Investing LLC
5,559$101.3K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
5,432$990.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
5,129$93.5K0.0%GARPMediumCharlotte, NC2026-10-22
Bayforest Capital Ltd
4,443$81.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Caitong International Asset Management Co., Ltd
4,039$73.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parallel Advisors, LLC
3,834$69.9K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
3,423$62.4K0.0%ETFMediumKokomo, IN2026-11-04
Fortitude Family Office, LLC
3,129$57.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Pinnacle Wealth Planning Services, Inc.
2,862$52.1K0.0%GARPLowMansfield, OH2026-10-27
Nisa Investment Advisors, LLC
2,849$51.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
2,494$45.4K0.0%CoreMediumBirmingham, AL2026-11-04
Kelleher Financial Advisors
2,377$43.3K0.0%CoreMediumNew York, NY2026-10-30
Harbor Capital Advisors, Inc.
1,759$320.0%ValueHighChicago, IL2026-10-22
Covestor Ltd
1,551$280.0%ValueHighLondon, United Kingdom2026-10-30
Reyes Financial Architecture, Inc.
1,502$27.4K0.0%ETFVery HighSan Diego, CA2026-10-22
GHP Investment Advisors, Inc.
1,346$24.5K0.0%CoreVery LowDenver, CO2026-10-15
Salomon & Ludwin, LLC
1,286$23.4K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
818$14.9K0.0%ETFMediumEncinitas, CA2026-10-21
GoalVest Advisory LLC
620$11.3K0.0%ETFMediumNew York, NY2026-10-02
Mitsubishi UFJ Asset Management Co., Ltd.
543$9.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
First Horizon Corp
475$8.7K0.0%CoreLowMemphis, TN2026-10-26
Private Wealth Management Group, LLC
395$7.2K0.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
368$6.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bare Financial Services, Inc
347$6.3K0.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
318$5.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Wilmington Savings Fund Society, FSB
286$5.2K0.0%CoreLowWilmington, DE2026-10-23
Creative Capital Management Investments LLC
225$4.1K0.0%ETFLowSan Diego, CA2026-10-28
IFP Advisors, Inc
190$3.5K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
184$3.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Trust, Inc.
184$3.4K0.0%ETFLowBrentwood, TN2026-10-15
Physician Wealth Advisors, Inc.
175$3.2K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
164$3.0K0.0%ETFVery LowHermitage, PA2026-11-03
Clark Wealth Partners
138$2.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Cedar Mountain Advisors, LLC
132$2.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Farmers & Merchants Investments Inc
131$2.4K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
120$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Mather Group, Llc.
119$2.2K0.0%ETFMediumChicago, IL2026-10-14
Signaturefd, LLC
74$1.3K0.0%IndexLowAtlanta, GA2026-10-23
Horizon Financial Services, LLC
70$1.3K0.0%ETFLowWinston Salem, NC2026-11-04
West Paces Advisors Inc.
66$1.2K0.0%ETFLowAtlanta, GA2026-10-13
Financial Consulate, Inc
60$1.1K0.0%ETFLowHunt Valley, MD2026-10-23
MassMutual Private Wealth & Trust, FSB
59$1.1K0.0%CoreLowSpringfield, MA2026-10-05
Versant Capital Management, Inc
40$7290.0%GARPLowPhoenix, AZ2026-10-02
Bay Harbor Wealth Management, LLC
40$7290.0%ETFMediumHunt Valley, MD2026-11-03
Valley National Advisers Inc
37$6750.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
35$6380.0%ETFVery LowSylvania, OH2026-10-26
DiNuzzo Private Wealth, Inc.
30$5470.0%ETFLowBeaver, PA2026-10-16
UMB Private Wealth Management, LLC
22$4010.0%GrowthN/AKansas City, MO2026-10-19
Assetmark, Inc
20$3640.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
17$3100.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gilpin Wealth Management, LLC
17$3100.0%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
6$1100.0%ETFVery LowFranklin, TN2026-10-26
Maryland Capital Advisors Inc.
3$550.0%ETFVery LowChester, MD2026-10-15
DecisionPoint Financial, LLC
2$370.0%ETFVery LowMesa, AZ2026-10-27