Liberty EnergyLBRT

13F holders, Q1 2024 (March 31)
335holders
7famous investors
$20.71avg. 13F price*

At the end of Q1 2024, 335 institutions reported holding Liberty Energy Inc. (LBRT) in their 13F filings. The largest holders were BlackRock Inc. ($527.5M), Vanguard Group Inc. ($372.7M) and FMR LLC ($280.8M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Liberty Energy Inc.
CUSIP
53115L104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 335Q1 2024Q2 2024: 331Q2 2024Q3 2024: 318Q3 2024Q4 2024: 326Q4 2024Q1 2025: 313Q1 2025Q2 2025: 324Q2 2025Q3 2025: 338Q3 2025Q4 2025: 342Q4 2025Q1 2026: 396Q1 2026Q2 2026: 406Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$145.7M
Exits38$49.9M

Ownership 335 holders

BlackRock Inc. 0.01% Reduce -1.5% 25,460,572 $527.5M
Vanguard Group Inc. 0.01% Reduce -6.4% 17,986,815 $372.7M
FMR LLC 0.02% Add +15.2% 13,553,699 $280.8M
Dimensional Fund Advisors LP 0.05% Add +3.2% 9,748,359 $202.0M
Pacer Advisors, Inc. 0.33% Add +47.4% 6,760,459 $140.1M
State Street Corp. 0.01% Reduce -0.0% 6,569,548 $136.1M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -28.9% 6,463,613 $133.9M
Macquarie Group Ltd. 0.12% Add +3.6% 4,929,800 $102.1M
Geode Capital Management, LLC 0.01% Add +2.1% 3,467,085 $71.8M
Canoe Financial LP 1.17% New 3,425,195 $71.0M
American Century Companies Inc. 0.04% Add +19.3% 3,367,364 $69.8M
Franklin Resources Inc. 0.02% Add +5.1% 2,941,214 $60.9M
Bank of New York Mellon Corp 0.01% Reduce -3.9% 2,566,894 $53.2M
Van Eck Associates Corp. 0.08% Reduce -15.8% 2,430,974 $50.4M
Jupiter Asset Management Ltd. 0.45% Reduce -0.1% 2,244,833 $46.5M
Invesco Ltd. 0.01% Add +17.5% 2,224,974 $46.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.0% 2,109,539 $43.7M
JPMorgan Chase & Co. 0.00% Add +23.7% 2,090,303 $43.3M
Allspring Global Investments Holdings, LLC 0.07% Reduce -0.1% 2,076,242 $43.0M
Deutsche Bank AG 0.02% Add +34.3% 2,070,022 $42.9M
Northern Trust Corp. 0.01% Reduce -3.3% 1,985,373 $41.1M
Morgan Stanley 0.00% Add +39.2% 1,839,935 $38.1M
Bank of America Corp. 0.00% Add +40.5% 1,463,524 $30.3M
LSV Asset Management 0.06% Add +60.2% 1,437,041 $29.8M
Goldman Sachs Group Inc. 0.01% Reduce -6.5% 1,435,712 $29.7M
Lord, Abbett & Co. LLC 0.09% New 1,342,137 $27.8M
Hennessy Advisors Inc. 1.17% Add +14.1% 1,338,400 $27.7M
Millennium Management 0.02% Add +1304.8% 1,187,086 $24.6M
Manufacturers Life Insurance Company, The 0.02% Add +1286.1% 1,117,080 $23.1M
Voloridge Investment Management, LLC 0.07% Reduce -38.4% 984,867 $20.4M
Glenmede Trust Co. NA 0.09% Add +6.6% 883,506 $18.3M
Towle & Co. 2.15% Reduce -32.5% 883,260 $18.3M
Principal Financial Group Inc. 0.01% Add +7.8% 863,232 $17.9M
Norges Bank 0.00% No change 765,011 $15.9M
Gendell Jeffrey L 0.59% No change 739,939 $15.3M
Federated Hermes, Inc. 0.03% Add +1.1% 727,961 $15.1M
Epoch Investment Partners, Inc. 0.06% Reduce -23.5% 678,332 $14.1M
Wellington Management Group LLP 0.00% Reduce -8.5% 676,309 $14.0M
Nuveen Asset Management, LLC 0.00% Reduce -42.2% 668,940 $13.9M
Victory Capital Management Inc. 0.01% Add +12.7% 629,691 $13.0M
AQR Capital Management 0.02% Reduce -19.2% 608,182 $12.6M
Brandywine Global Investment Management, LLC 0.09% Add +20.9% 571,200 $11.8M
Eagle Asset Management Inc. 0.06% Reduce -68.6% 549,918 $11.5M
Lone Peak Global Investors LLC 2.87% Add +2.3% 545,893 $11.3M
Kennedy Capital Management LLC 0.23% Reduce -15.8% 542,524 $11.2M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 511,969 $10.6M
Rhumbline Advisers 0.01% Reduce -0.7% 493,282 $10.2M
Envestnet Asset Management Inc. 0.00% Add +18.0% 452,263 $9.4M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -2.0% 431,560 $8.9M
Legal & General Group Plc 0.00% Reduce -3.5% 424,539 $8.8M
Cerity Partners LLC 0.02% Add +22.0% 407,340 $8.4M
Citadel Advisors 0.01% Reduce -11.9% 391,998 $8.1M
Zacks Investment Management 0.08% Reduce -7.3% 382,812 $7.9M
GMO 0.03% New 379,500 $7.9M
Man Group plc 0.02% Reduce -43.3% 377,554 $7.8M
Thornburg Investment Management Inc. 0.11% Reduce -13.8% 364,227 $7.6M
Guggenheim Capital LLC 0.05% Reduce -15.9% 361,557 $7.5M
Peregrine Capital Management LLC 0.20% Reduce -26.8% 345,110 $7.2M
First Trust Advisors LP 0.01% Add +28.6% 344,818 $7.1M
Panagora Asset Management Inc. 0.04% Reduce -0.5% 343,746 $7.1M
Bridgeway Capital Management, LLC 0.14% No change 341,800 $7.1M
Roumell Asset Management, LLC 13.00% No change 333,402 $6.9M
Empowered Funds, LLC 0.12% Add +19.8% 331,432 $6.9M
Woodson Capital Management, LP 1.25% No change 330,000 $6.8M
O'shaughnessy Asset Management, LLC 0.07% Add +32.7% 319,342 $6.6M
Swiss National Bank 0.00% Reduce -0.8% 316,300 $6.6M
Thrivent Financial for Lutherans 0.01% Reduce -10.6% 313,196 $6.5M
Public Sector Pension Investment Board 0.05% Reduce -2.4% 310,905 $6.4M
Bridgewater Associates 0.03% Add +18.9% 281,821 $5.8M
Lazard Asset Management LLC 0.01% Reduce -70.9% 272,229 $5.6M
CenterBook Partners LP 0.38% New 268,301 $5.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +732.1% 263,031 $5.5M
Sapience Investments, LLC 1.71% Reduce -32.6% 248,667 $5.2M
TD Asset Management Inc 0.00% Reduce -9.0% 247,288 $5.1M
Prudential Financial Inc. 0.01% Reduce -33.6% 243,144 $5.0M
Oberweis Asset Management Inc./ 0.35% Add +72.0% 236,300 $4.9M
Sei Investments Co. 0.01% Reduce -21.8% 236,283 $4.9M
Knights of Columbus Asset Advisors LLC 0.35% Add +19.1% 231,902 $4.8M
Magnetar Financial LLC 0.12% Reduce -4.5% 217,471 $4.5M
T. Rowe Price Associates Inc. 0.00% Reduce -5.9% 216,806 $4.5M
Apollon Wealth Management, LLC 0.14% Reduce -9.8% 210,065 $4.4M
Foundry Partners, LLC 0.23% Add +15.6% 209,056 $4.3M
Alliancebernstein L.P. 0.00% Reduce -6.7% 208,423 $4.3M
Horizon Kinetics Asset Management LLC 0.08% Add +835.0% 205,194 $4.3M
UBS Group AG 0.00% Add +132.3% 204,061 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.0% 198,904 $4.1M
CastleKnight Management LP 0.61% Reduce -5.7% 193,700 $4.0M
Barclays PLC 0.00% Reduce -30.9% 191,434 $4.0M
Impala Asset Management LLC 3.55% Reduce -9.5% 190,000 $3.9M
Credit Suisse AG/ 0.00% Add +0.3% 188,622 $3.9M
Dynamic Technology Lab Private Ltd 0.41% Add +89.0% 187,033 $3.9M
Twinbeech Capital LP 0.08% Add +34.4% 184,369 $3.8M
Russell Investments Group, Ltd. 0.01% Add +114.2% 174,265 $3.6M
California State Teachers Retirement System 0.00% Reduce -6.3% 160,592 $3.3M
CoreCommodity Management, LLC 1.06% Reduce -22.1% 143,794 $3.0M
Wells Fargo & Company 0.00% Reduce -6.3% 143,634 $3.0M
Great Lakes Advisors, LLC 0.02% Reduce -8.7% 141,713 $2.9M
BNP Paribas Financial Markets 0.00% Add +140.3% 136,524 $2.8M
Ritholtz Wealth Management 0.10% Add +56.3% 136,331 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +5.6% 134,952 $2.8M
Texas Permanent School Fund Corp. 0.02% Add +0.2% 132,749 $2.8M
Aquatic Capital Management LLC 0.09% New 132,200 $2.7M
CANADA LIFE ASSURANCE Co 0.01% Add +6.9% 131,559 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -4.6% 128,816 $2.7M
Canada Pension Plan Investment Board 0.00% Add +101.1% 128,700 $2.7M
Moran Wealth Management, LLC 0.08% Add +8.2% 124,191 $2.6M
Algert Global LLC 0.10% Add +23.1% 123,691 $2.6M
Miller Howard Investments Inc. 0.08% Reduce -47.3% 123,137 $2.6M
State of Tennessee, Department of Treasury 0.01% Reduce -7.8% 122,582 $2.5M
OAKMONT Corp 0.59% Reduce -26.8% 115,664 $2.4M
First Eagle Investment Management, LLC 0.01% Add +17.5% 111,567 $2.3M
GMT Capital Corp 0.09% No change 110,974 $2.3M
Leuthold Group, LLC 0.26% Reduce -0.2% 110,028 $2.3M
Clark Capital Management Group, Inc. 0.02% Add +4.1% 109,700 $2.3M
MML Investors Services, LLC 0.01% Add +15.0% 107,396 $2.2M
South Dakota Investment Council 0.05% Reduce -6.0% 107,330 $2.2M
Citigroup Inc. 0.00% Add +8.9% 104,055 $2.2M
Gsa Capital Partners LLP 0.17% New 103,789 $2.2M
Kingsview Wealth Management, LLC 0.05% New 99,891 $2.1M
Harbor Capital Advisors, Inc. 0.26% New 95,369 $2.0M
Jane Street Group, LLC 0.00% Add +58.2% 93,613 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -2.1% 92,402 $1.9M
CI Investments Inc. 0.01% Reduce -4.6% 91,518 $1.9M
Nicholas Investment Partners, LP 0.21% New 89,050 $1.8M
American International Group, Inc. 0.01% Reduce -1.0% 88,063 $1.8M
Illinois Municipal Retirement Fund 0.03% Reduce -13.7% 87,917 $1.8M
Aurora Investment Counsel 1.03% New 86,102 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -2.2% 84,894 $1.8M
New York State Teachers Retirement System 0.00% Add +0.1% 84,192 $1.7M
Cresset Asset Management, LLC 0.01% New 82,032 $1.7M
New York State Common Retirement Fund 0.00% Add +20.0% 81,663 $1.7M
Martingale Asset Management L P 0.03% Add +0.3% 80,968 $1.7M
Truist Financial Corp. 0.00% Add +34.9% 80,096 $1.7M
Castleark Management LLC 0.07% No change 78,490 $1.6M
Janus Henderson Group PLC 0.00% Add +0.0% 77,880 $1.6M
D. E. Shaw & Co. 0.00% Add +28.8% 77,700 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -41.8% 77,559 $1.6M
Baird Financial Group, Inc. 0.00% New 77,248 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.2% 75,100 $1.6M
Y-Intercept (Hong Kong) Ltd 0.12% Add +50.1% 75,064 $1.6M
Stifel Financial Corp. 0.00% Add +20.5% 74,548 $1.5M
Verition Fund Management LLC 0.02% New 73,040 $1.5M
Raymond James & Associates 0.00% Add +14.8% 72,327 $1.5M
Capital Impact Advisors, LLC 1.94% No change 72,046 $1.5M
Bokf, NA 0.03% New 71,043 $1.5M
HSBC Holdings PLC 0.00% Add +471.1% 69,857 $1.4M
Qube Research & Technologies Ltd 0.00% Add +186.0% 69,100 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -15.2% 68,517 $1.4M
Comerica Bank 0.01% Reduce -9.9% 66,769 $1.4M
QRG Capital Management, Inc. 0.02% Add +14.0% 64,983 $1.3M
Empirical Finance, LLC 0.08% Add +0.5% 61,523 $1.3M
Centiva Capital, LP 0.07% Add +82.8% 58,866 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -2.0% 54,656 $1.2M
Hara Capital LLC 0.68% Reduce -2.9% 54,993 $1.1M
Mutual Advisors, LLC 0.04% Reduce -33.4% 54,247 $1.1M
Los Angeles Capital Management LLC 0.00% No change 54,062 $1.1M
Voya Investment Management LLC 0.00% Reduce -18.2% 53,690 $1.1M
Ziegler Capital Management, LLC 0.04% Add +7.1% 53,373 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 51,311 $1.1M
STRS Ohio 0.00% Reduce -15.8% 50,700 $1.1M
Cetera Investment Advisers 0.00% Add +234.6% 49,816 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 49,800 $1.0M
Amalgamated Bank 0.01% Reduce -17.2% 48,726 $1.0M
Royal Bank of Canada 0.00% Add +12.8% 48,322 $1.0M
Versor Investments LP 0.20% New 47,977 $994K
Caxton Associates LP 0.07% Add +60.1% 47,019 $974K
State of Wisconsin Investment Board 0.00% Add +203.7% 46,636 $966K
Arizona State Retirement System 0.01% Reduce -2.7% 44,021 $912K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -11.3% 68,172 $893K
Campbell & CO Investment Adviser LLC 0.08% New 42,811 $887K
Unison Advisors LLC 0.08% Add +0.4% 40,740 $844K
Oregon Public Employees Retirement Fund 0.02% Reduce -9.6% 40,602 $841K
Boston Partners 0.00% New 62,683 $832K
UniSuper Management Pty Ltd 0.01% New 38,701 $802K
Ethic Inc. 0.02% Add +7.3% 38,559 $799K
Mariner, LLC 0.00% Add +41.2% 37,531 $778K
Engineers Gate Manager LP 0.02% Add +25.5% 35,157 $728K
Cambria Investment Management, L.P. 0.04% Add +51.3% 34,968 $725K
DekaBank Deutsche Girozentrale 0.00% Add +571.6% 35,248 $718K
Profund Advisors LLC 0.03% Add +3.9% 34,470 $714K
Edgestream Partners, L.P. 0.03% New 33,298 $690K
Jump Financial, LLC 0.02% New 33,132 $686K
Schonfeld Strategic Advisors LLC 0.01% Reduce -33.3% 33,120 $686K
Amova Asset Management Americas, Inc. 0.01% Reduce -5.0% 32,931 $682K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -5.0% 32,931 $682K
ProShare Advisors LLC 0.00% Add +7.3% 32,858 $681K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.1% 32,756 $679K
Bailard, Inc. 0.02% Add +30.1% 31,736 $658K
Mackenzie Financial Corp. 0.00% Reduce -1.2% 30,328 $628K
Aviva PLC 0.00% Reduce -4.9% 30,294 $628K
Inceptionr LLC 0.16% New 30,147 $625K
Adage Capital Partners Gp, L.L.C. 0.00% No change 30,000 $622K
Royce & Associates LP 0.01% New 29,912 $620K
Bank of Montreal 0.00% Add +26.5% 29,116 $607K
ClearAlpha Technologies LP 0.26% Reduce -48.8% 29,142 $604K
Park Avenue Securities LLC 0.01% Reduce -2.0% 27,686 $574K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 27,381 $567K
Snowden Capital Advisors LLC 0.02% Reduce -1.4% 27,170 $563K
Gotham Asset Management 0.01% Reduce -4.8% 26,822 $556K
Nebula Research & Development LLC 0.12% New 26,382 $547K
SG Americas Securities, LLC 0.00% Reduce -30.1% 25,923 $537K
Hudson Edge Investment Partners Inc. 0.10% Add +49.8% 25,836 $535K
Mercer Global Advisors Inc. 0.00% Add +24.3% 25,594 $530K
Benjamin Edwards Inc. 0.10% Add +45.5% 25,295 $524K
Gratus Capital, LLC 0.02% Reduce -24.6% 25,179 $522K
Nisa Investment Advisors, LLC 0.00% Add +4.0% 25,133 $521K
Perigon Wealth Management, LLC 0.02% Add +2.4% 24,815 $514K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -7.1% 24,225 $502K
AdvisorShares Investments LLC 0.09% New 23,900 $495K
Squarepoint Ops LLC 0.00% New 23,843 $494K
Pathstone Holdings, LLC 0.00% Add +10.6% 23,568 $488K
Legato Capital Management LLC 0.06% New 23,557 $488K
Ellevest, Inc. 0.03% Add +9.6% 23,335 $484K
Pictet Asset Management Holding SA 0.00% Add +8.5% 21,826 $452K
Natixis Advisors, LLC 0.00% New 21,719 $450K
LPL Financial LLC 0.00% Reduce -13.5% 20,965 $434K
State of Wyoming 0.07% Add +15.0% 20,695 $429K
Diversified Trust Co. 0.01% Add +2.5% 20,617 $427K
NewEdge Advisors, LLC 0.00% New 19,585 $406K
Public Employees Retirement Association of Colorado 0.00% No change 18,974 $393K
Andina Capital Management, LLC 0.29% New 17,908 $371K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.5% 17,817 $369K
Janney Montgomery Scott LLC 0.00% Add +5.6% 17,555 $364K
Prelude Capital Management, LLC 0.02% Add +45.3% 17,308 $359K
Brevan Howard Capital Management LP 0.03% New 16,925 $351K
Paloma Partners Management Co 0.07% New 16,836 $349K
Walleye Capital LLC 0.00% New 16,827 $349K
AlphaMark Advisors, LLC 0.12% New 16,786 $348K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.6% 16,397 $340K
Alps Advisors Inc. 0.00% Reduce -9.6% 16,270 $337K
Capstone Investment Advisors, LLC 0.01% New 15,897 $329K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 15,800 $327K
Grey Street Capital, LLC 0.04% New 15,448 $320K
Equitable Trust Co. 0.02% No change 15,382 $319K
MQS Management LLC 0.18% New 14,905 $309K
Meridian Wealth Advisors, LLC 0.06% No change 14,800 $307K
Creative Planning 0.00% Add +35.0% 14,584 $302K
HighTower Advisors, LLC 0.00% Add +16.9% 14,575 $302K
Prospera Financial Services Inc 0.01% New 14,431 $299K
CSS LLC 0.07% New 14,300 $296K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.0% 14,262 $296K
Vanguard Personalized Indexing Management, LLC 0.01% Add +23.3% 13,874 $287K
Well Done, LLC 0.06% Add +2.4% 13,868 $287K
International Assets Investment Management, LLC 0.03% Reduce -0.7% 12,774 $268K
Vestcor Inc 0.01% No change 12,698 $263K
Fox Run Management, L.L.C. 0.06% New 12,548 $260K
Edge Financial Advisors LLC 0.22% — 12,220 $253K
Susquehanna International Group, LLP 0.00% Reduce -97.1% 12,119 $251K
Duality Advisers, LP 0.02% New 11,947 $248K
Principal Securities, Inc. 0.01% Add +450.9% 11,938 $247K
Tidal Investments LLC 0.00% Add +1.9% 11,648 $241K
Trexquant Investment LP 0.00% Reduce -72.6% 11,457 $237K
United Services Automobile Association 0.01% No change 11,090 $230K
Kestra Advisory Services, LLC 0.00% Add +4.8% 11,002 $228K
Xponance LLC 0.00% No change 10,007 $207K
Glaxis Capital Management, LLC 0.39% New 10,000 $207K
Gallacher Capital Management LLC 0.10% New 9,935 $206K
Mirabella Financial Services LLP 0.01% New 9,686 $200K
Metropolitan Life Insurance Co 0.01% Reduce -3.8% 8,967 $186K
State Board of Administration of Florida Retirement System 0.00% Reduce -70.9% 14,165 $181K
U S Global Investors Inc. 0.01% New 7,500 $155K
Mendota Financial Group, LLC 0.09% New 7,042 $146K
Spirit of America Management Corp. 0.03% No change 7,000 $145K
PNC Financial Services Group, Inc. 0.00% Add +98.1% 6,484 $134K
Northwestern Mutual Wealth Management Co. 0.00% Add +384.9% 5,930 $123K
Steward Partners Investment Advisory, LLC 0.00% Add +431.8% 5,850 $121K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.3% 5,784 $120K
Farther Finance Advisors, LLC 0.01% Reduce -0.2% 4,981 $104K
Osaic Holdings, Inc. 0.00% Reduce -87.2% 4,698 $97K
Quantbot Technologies LP 0.01% New 4,379 $91K
Cwm, LLC 0.00% Add +4.7% 4,337 $90K
AlphaQuest LLC 0.01% New 4,053 $84K
US Bancorp \de 0.00% Add +1.0% 3,935 $82K
KBC Group NV 0.00% Add +30.6% 3,932 $81K
Lindbrook Capital, LLC 0.01% Add +54.6% 3,393 $70K
Concourse Financial Group Securities, Inc. 0.00% Add +41.4% 3,175 $66K
Headlands Technologies LLC 0.01% Reduce -72.0% 2,678 $55K
Public Employees Retirement System of Ohio 0.00% Add +5.0% 2,615 $54K
Quadrant Capital Group LLC 0.00% Reduce -21.0% 2,297 $48K
nVerses Capital, LLC 0.10% New 2,000 $41K
Group One Trading LLC 0.00% New 1,607 $33K
Exchange Traded Concepts, LLC 0.00% New 1,538 $32K
Caitlin John, LLC 0.02% Reduce -7.0% 1,265 $26K
Covestor Ltd 0.02% Reduce -68.6% 1,180 $24K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,145 $24K
USA Financial Formulas 0.00% Reduce -6.6% 1,157 $24K
Catalyst Funds Management Pty Ltd 0.01% — 1,100 $23K
First Horizon Advisors, Inc. 0.00% No change 1,093 $23K
Allworth Financial LP 0.00% Add +1.8% 1,039 $22K
GAMMA Investing LLC 0.00% Add +58.2% 1,030 $21K
Financial Management Professionals, Inc. 0.00% No change 1,000 $21K
Nomura Asset Management Co. Ltd. 0.00% New 1,000 $21K
Quarry LP 0.01% Add +37.6% 974 $20K
Frazier Financial Advisors, LLC 0.01% Add +154.9% 859 $18K
Parallel Advisors, LLC 0.00% Add +45.0% 803 $17K
FSA Wealth Management LLC 0.01% No change 800 $17K
Planning Capital Management Corp 0.01% No change 776 $16K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 699 $14K
Signaturefd, LLC 0.00% Add +3.2% 682 $14K
EverSource Wealth Advisors, LLC 0.00% No change 641 $14K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -98.5% 620 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 543 $11K
Anchor Investment Management, LLC 0.00% New 500 $10K
Washington Trust Advisors, Inc. 0.00% No change 497 $10K
CIBC Private Wealth Group LLC 0.00% New 489 $10K
TD Private Client Wealth LLC 0.00% Reduce -21.1% 451 $9K
Richardson Financial Services Inc. 0.01% Reduce -1.9% 403 $8K
Sandy Spring Bank 0.00% No change 310 $6K
RFP Financial Group LLC 0.00% No change 289 $6K
Global Retirement Partners, LLC 0.00% Reduce -8.5% 227 $5K
Bellevue Asset Management, LLC 0.00% No change 188 $4K
Bell Investment Advisors, Inc 0.00% Add +16.2% 172 $4K
IFP Advisors, Inc 0.00% No change 170 $4K
Meeder Asset Management Inc. 0.00% No change 166 $3K
Hexagon Capital Partners LLC 0.00% New 157 $3K
Fifth Third Bancorp 0.00% Add +577.3% 149 $3K
Fortitude Family Office, LLC 0.00% Reduce -62.2% 139 $3K
CENTRAL TRUST Co 0.00% No change 91 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -10.0% 90 $2K
Harbor Investment Advisory, LLC 0.00% New 71 $1K
Versant Capital Management, Inc 0.00% No change 70 $1K
Denali Advisors LLC 0.00% No change 67 $1K
Farmers & Merchants Investments Inc. 0.00% No change 65 $1K
UMB Bank, n.a. 0.00% New 62 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -55.1% 48 $995
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 42 $871
Avior Wealth Management, LLC 0.00% New 33 $683
WR Wealth Planners, LLC 0.00% New 29 $601
Smartleaf Asset Management LLC 0.00% New 27 $549
Institutional & Family Asset Management, LLC 0.00% Reduce -64.7% 24 $497
Abound Wealth Management 0.00% No change 20 $415
Parkside Financial Bank & Trust 0.00% Reduce -13.6% 19 $394
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 18 $373
Rothschild Investment LLC 0.00% New 15 $311
TFO Wealth Partners, LLC 0.00% No change 7 $145

"% of holder's portfolio" is LBRT's weight in each manager's 13F, not the share of Liberty Energy Inc. the manager owns.