Liberty EnergyLBRT

13F holders, Q2 2024 (June 30)
331holders −4
39new positions
42sold out
7famous investors
$20.88avg. 13F price*

At the end of Q2 2024, 331 institutions reported holding Liberty Energy Inc. (LBRT) in their 13F filings, down 4 from Q1 2024. 39 opened new positions and 42 sold out. The largest holders were BlackRock Inc. ($527.9M), Vanguard Group Inc. ($360.4M) and FMR LLC ($323.3M). 7 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 → Q2 2024

InstitutionsTotal Value
New Positions39$66.8M
Exits42$50.5M

All 13F filers, Q1 2024 → Q2 2024: 12,142,764 shares bought and 13,179,754 shares sold, net −1,036,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

BlackRock Inc. 0.01% Reduce -0.7% 25,271,596 $527.9M
Vanguard Group Inc. 0.01% Reduce -4.1% 17,250,589 $360.4M
FMR LLC 0.02% Add +14.2% 15,475,163 $323.3M
Dimensional Fund Advisors LP 0.05% Reduce -1.6% 9,587,584 $200.3M
State Street Corp. 0.01% Reduce -1.3% 6,485,943 $135.5M
Pacer Advisors, Inc. 0.30% Reduce -10.5% 6,049,314 $126.4M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -15.0% 5,492,618 $114.7M
Macquarie Group Ltd. 0.11% Reduce -3.9% 4,739,543 $99.0M
American Century Companies Inc. 0.05% Add +17.6% 3,961,415 $82.8M
Geode Capital Management, LLC 0.01% Add +3.0% 3,572,379 $74.6M
Canoe Financial LP 1.32% No change 3,425,195 $71.0M
Bank of New York Mellon Corp 0.01% Add +2.6% 2,634,256 $55.0M
Franklin Resources Inc. 0.02% Reduce -12.6% 2,569,451 $53.7M
Van Eck Associates Corp. 0.06% Reduce -12.1% 2,136,370 $44.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 2,070,804 $43.3M
Hennessy Advisors Inc. 1.57% Add +48.0% 1,981,100 $41.4M
JPMorgan Chase & Co. 0.00% Reduce -6.6% 1,952,261 $40.8M
Allspring Global Investments Holdings, LLC 0.07% Reduce -7.6% 1,919,180 $40.1M
Northern Trust Corp. 0.01% Reduce -3.4% 1,918,556 $40.1M
Morgan Stanley 0.00% Reduce -1.0% 1,821,931 $38.1M
Invesco Ltd. 0.01% Reduce -19.2% 1,798,579 $37.6M
LSV Asset Management 0.08% Add +19.5% 1,717,591 $35.9M
Manufacturers Life Insurance Company, The 0.03% Add +34.2% 1,498,921 $31.3M
Deutsche Bank AG 0.01% Reduce -31.0% 1,429,063 $29.9M
Goldman Sachs Group Inc. 0.01% Reduce -0.5% 1,428,444 $29.8M
Bank of America Corp. 0.00% Reduce -7.9% 1,348,019 $28.2M
Lord, Abbett & Co. LLC 0.09% Reduce -1.0% 1,328,808 $27.8M
Millennium Management 0.02% Reduce -9.3% 1,076,541 $22.5M
T. Rowe Price Associates Inc. 0.00% Add +393.6% 1,070,050 $22.4M
Towle & Co. 2.46% Add +1.7% 898,231 $18.8M
Glenmede Trust Co. NA 0.09% Reduce -0.5% 879,117 $18.4M
Eagle Asset Management Inc. 0.10% Add +61.2% 886,262 $18.0M
Principal Financial Group Inc. 0.01% Reduce -3.4% 834,288 $17.4M
Nuveen Asset Management, LLC 0.01% Add +22.3% 818,030 $17.1M
Norges Bank 0.00% No change 765,011 $16.0M
Gendell Jeffrey L 0.54% No change 739,939 $15.5M
Federated Hermes, Inc. 0.03% Reduce -6.4% 681,681 $14.2M
Lone Peak Global Investors LLC 2.95% Add +19.0% 649,748 $13.6M
Wellington Management Group LLP 0.00% Reduce -5.2% 641,113 $13.4M
Man Group plc 0.04% Add +68.8% 637,326 $13.3M
Victory Capital Management Inc. 0.01% Reduce -2.4% 614,655 $12.8M
ExodusPoint Capital Management, LP 0.14% New 604,847 $12.6M
Brandywine Global Investment Management, LLC 0.09% Add +5.4% 602,140 $12.6M
Canada Pension Plan Investment Board 0.01% Add +345.4% 573,200 $12.0M
Bessemer Group Inc. 0.02% New 554,102 $11.6M
AQR Capital Management 0.02% Reduce -10.9% 541,857 $11.3M
Jupiter Asset Management Ltd. 0.10% Reduce -77.6% 503,111 $10.5M
GMO 0.04% Add +31.4% 498,500 $10.4M
Envestnet Asset Management Inc. 0.00% Add +9.1% 493,417 $10.3M
Kennedy Capital Management LLC 0.22% Reduce -10.0% 488,332 $10.2M
Rhumbline Advisers 0.01% Reduce -1.7% 485,024 $10.1M
Ameriprise Financial Inc. 0.00% Reduce -5.5% 484,055 $10.1M
CenterBook Partners LP 0.57% Add +64.9% 442,359 $9.2M
Voloridge Investment Management, LLC 0.03% Reduce -56.5% 428,660 $9.0M
First Trust Advisors LP 0.01% Add +22.3% 421,817 $8.8M
Legal & General Group Plc 0.00% Reduce -1.6% 417,943 $8.7M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -3.2% 417,930 $8.7M
Thornburg Investment Management Inc. 0.11% Add +6.8% 389,124 $8.1M
O'shaughnessy Asset Management, LLC 0.08% Add +18.7% 379,130 $7.9M
Guggenheim Capital LLC 0.06% Add +2.8% 371,661 $7.8M
Mutual of America Capital Management LLC 0.08% Add +184.7% 366,689 $7.7M
Qube Research & Technologies Ltd 0.01% Add +407.6% 350,788 $7.3M
Peregrine Capital Management LLC 0.21% Reduce -0.3% 343,924 $7.2M
Empowered Funds, LLC 0.12% Add +3.0% 341,508 $7.1M
Jane Street Group, LLC 0.01% Add +261.7% 338,585 $7.1M
Zacks Investment Management 0.08% Reduce -12.1% 336,574 $7.0M
Public Sector Pension Investment Board 0.04% Add +7.3% 333,635 $7.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +66.0% 330,262 $6.9M
Loomis Sayles & Co. L P 0.01% New 328,882 $6.9M
Swiss National Bank 0.00% Reduce -1.9% 310,400 $6.5M
Bridgeway Capital Management, LLC 0.14% Reduce -15.5% 288,800 $6.0M
Oberweis Asset Management Inc./ 0.36% Add +19.0% 281,100 $5.9M
Citadel Advisors 0.01% Reduce -28.5% 280,394 $5.9M
First Eagle Investment Management, LLC 0.01% Add +144.2% 272,467 $5.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -0.8% 260,803 $5.4M
Roumell Asset Management, LLC 10.13% Reduce -22.5% 258,402 $5.4M
Yaupon Capital Management LP 0.45% New 238,861 $5.0M
Russell Investments Group, Ltd. 0.01% Add +36.8% 238,422 $5.0M
Foundry Partners, LLC 0.27% Add +13.7% 237,778 $5.0M
Horizon Kinetics Asset Management LLC 0.09% Add +15.0% 236,003 $4.9M
Sei Investments Co. 0.01% Reduce -0.5% 235,147 $4.9M
Knights of Columbus Asset Advisors LLC 0.32% Add +1.1% 234,521 $4.9M
Woodson Capital Management, LP 0.92% Reduce -31.6% 225,700 $4.7M
Moran Wealth Management, LLC 0.15% Add +71.5% 213,046 $4.5M
Lazard Asset Management LLC 0.01% Reduce -21.9% 212,721 $4.4M
Alliancebernstein L.P. 0.00% Add +0.0% 208,473 $4.4M
CastleKnight Management LP 0.57% No change 193,700 $4.0M
Nicholas Investment Partners, LP 0.47% Add +116.8% 193,015 $4.0M
TD Asset Management Inc 0.00% Reduce -22.3% 192,208 $4.0M
Prudential Financial Inc. 0.01% Reduce -22.4% 188,749 $3.9M
Impala Asset Management LLC 3.49% Reduce -2.6% 185,000 $3.9M
Bridgewater Associates 0.02% Reduce -35.4% 181,984 $3.8M
Ritholtz Wealth Management 0.12% Add +31.0% 178,565 $3.7M
Wells Fargo & Company 0.00% Add +22.6% 176,020 $3.7M
HITE Hedge Asset Management LLC 0.33% New 161,493 $3.4M
Sapience Investments, LLC 1.71% Reduce -35.6% 160,237 $3.3M
Carlson Capital, L.P. 0.51% New 155,700 $3.3M
UBS Group AG 0.00% Reduce -23.9% 155,269 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Add +17.4% 154,488 $3.2M
California State Teachers Retirement System 0.00% Reduce -3.9% 154,275 $3.2M
Concentric Capital Strategies, LP 0.19% New 143,199 $3.0M
CoreCommodity Management, LLC 1.16% Reduce -0.5% 143,133 $3.0M
Great Lakes Advisors, LLC 0.02% Reduce -6.2% 132,953 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Add +298.3% 131,918 $2.8M
OMERS ADMINISTRATION Corp 0.03% New 130,000 $2.7M
HRT Financial LP 0.02% New 129,926 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -59.8% 125,894 $2.6M
Miller Howard Investments Inc. 0.09% Add +2.2% 125,824 $2.6M
Apollon Wealth Management, LLC 0.08% Reduce -40.2% 125,604 $2.6M
Epoch Investment Partners, Inc. 0.01% Reduce -81.8% 123,691 $2.6M
Alyeska Investment Group, L.P. 0.01% New 117,388 $2.5M
MML Investors Services, LLC 0.01% Add +7.4% 115,359 $2.4M
Citigroup Inc. 0.00% Add +10.2% 114,676 $2.4M
Aquatic Capital Management LLC 0.09% Reduce -13.8% 114,000 $2.4M
GMT Capital Corp 0.09% No change 110,974 $2.3M
Stifel Financial Corp. 0.00% Add +46.6% 109,276 $2.3M
Quantedge Capital Pte Ltd 0.81% New 106,700 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -16.1% 102,825 $2.1M
Verition Fund Management LLC 0.02% Add +38.6% 101,263 $2.1M
New York State Common Retirement Fund 0.00% Add +22.4% 99,924 $2.1M
Sandler Capital Management 0.41% New 99,010 $2.1M
Barclays PLC 0.00% Reduce -49.7% 96,216 $2.0M
Corebridge Financial, Inc. 0.01% — 93,244 $1.9M
MetLife Investment Management, LLC 0.01% Add +9.6% 93,060 $1.9M
Cresset Asset Management, LLC 0.01% Add +12.5% 92,298 $1.9M
OAKMONT Corp 0.42% Reduce -20.5% 92,000 $1.9M
D. E. Shaw & Co. 0.00% Add +18.0% 91,679 $1.9M
Truist Financial Corp. 0.00% Add +13.4% 90,862 $1.9M
Raymond James & Associates 0.00% Add +23.4% 89,274 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -3.6% 89,039 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +1.0% 88,786 $1.9M
Aurora Investment Counsel 1.06% Reduce -0.4% 85,724 $1.8M
New York State Teachers Retirement System 0.00% Reduce -0.3% 83,941 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 82,977 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -39.5% 82,644 $1.7M
SG Americas Securities, LLC 0.01% Add +216.3% 81,987 $1.7M
Martingale Asset Management L P 0.04% Reduce -0.6% 80,469 $1.7M
Harbor Capital Advisors, Inc. 0.13% Reduce -16.8% 79,387 $1.7M
HSBC Holdings PLC 0.00% Add +13.1% 78,994 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -41.4% 79,143 $1.7M
Level Four Advisory Services, LLC 0.07% New 79,028 $1.7M
Castleark Management LLC 0.07% No change 78,490 $1.6M
Baird Financial Group, Inc. 0.00% Add +0.1% 77,307 $1.6M
Janus Henderson Group PLC 0.00% Reduce -1.1% 77,037 $1.6M
Louisiana State Employees Retirement System 0.03% Add +1.6% 76,300 $1.6M
Trexquant Investment LP 0.02% Add +510.5% 69,944 $1.5M
QRG Capital Management, Inc. 0.02% Add +0.7% 65,448 $1.4M
Dynamic Technology Lab Private Ltd 0.15% Reduce -65.2% 65,107 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -16.5% 64,787 $1.4M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -17.1% 62,220 $1.3M
Voya Investment Management LLC 0.00% Add +15.0% 61,722 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -11.4% 60,669 $1.3M
Mutual Advisors, LLC 0.04% Add +3.0% 55,884 $1.3M
Comerica Bank 0.01% Reduce -10.7% 59,641 $1.2M
Entropy Technologies, LP 0.13% New 55,710 $1.2M
Cetera Investment Advisers 0.00% Add +6.3% 52,948 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -3.3% 52,875 $1.1M
Empirical Finance, LLC 0.07% Reduce -14.3% 52,751 $1.1M
South Dakota Investment Council 0.02% Reduce -51.4% 52,187 $1.1M
STRS Ohio 0.00% Add +2.2% 51,800 $1.1M
Symmetry Investments LP 0.13% New 51,400 $1.1M
Ensign Peak Advisors, Inc 0.00% No change 51,311 $1.1M
Nebula Research & Development LLC 0.17% Add +89.2% 49,916 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 49,800 $1.0M
Quantbot Technologies LP 0.05% Add +1017.9% 48,954 $1.0M
State Board of Administration of Florida Retirement System 0.00% Add +244.1% 48,745 $1.0M
Mariner, LLC 0.00% Add +28.8% 48,329 $1.0M
CI Investments Inc. 0.00% Reduce -47.4% 48,170 $1.0M
Royce & Associates LP 0.01% Add +60.0% 47,855 $1000K
Hara Capital LLC 0.63% Reduce -14.2% 47,214 $986K
Amalgamated Bank 0.01% Reduce -4.0% 46,783 $977K
Arizona State Retirement System 0.01% Add +0.3% 44,172 $923K
Susquehanna International Group, LLP 0.00% Add +247.6% 42,127 $880K
Royal Bank of Canada 0.00% Reduce -13.6% 41,772 $873K
Unison Advisors LLC 0.11% Add +0.3% 40,866 $854K
Jump Financial, LLC 0.02% Add +21.8% 40,362 $843K
Legato Capital Management LLC 0.11% Add +69.4% 39,910 $834K
UniSuper Management Pty Ltd 0.01% No change 38,701 $808K
Oregon Public Employees Retirement Fund 0.02% Reduce -9.3% 36,843 $770K
Cambria Investment Management, L.P. 0.05% Add +3.7% 36,268 $758K
Profund Advisors LLC 0.03% Add +4.1% 35,890 $750K
Ethic Inc. 0.02% Reduce -7.6% 35,625 $744K
Fort Sheridan Advisors LLC 0.12% New 34,926 $730K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.2% 32,679 $683K
Bailard, Inc. 0.02% No change 31,736 $663K
State of Wisconsin Investment Board 0.00% Reduce -33.1% 31,220 $652K
Sanctuary Advisors, LLC 0.00% — 27,917 $642K
Mackenzie Financial Corp. 0.00% Reduce -4.0% 29,115 $608K
Mercer Global Advisors Inc. 0.00% Add +13.3% 29,002 $606K
Tower Research Capital LLC (TRC) 0.01% Add +400.7% 28,958 $605K
Centiva Capital, LP 0.03% Reduce -51.9% 28,345 $592K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +15.2% 27,900 $583K
Benjamin Edwards Inc. 0.11% Add +9.6% 27,724 $579K
Snowden Capital Advisors LLC 0.02% Add +1.2% 27,508 $575K
Amova Asset Management Americas, Inc. 0.01% Reduce -18.3% 26,910 $562K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -18.3% 26,910 $562K
Hudson Edge Investment Partners Inc. 0.10% No change 25,836 $540K
Los Angeles Capital Management LLC 0.00% Reduce -52.3% 25,781 $539K
Pathstone Holdings, LLC 0.00% Add +8.5% 25,572 $534K
Park Avenue Securities LLC 0.01% Reduce -7.8% 25,521 $533K
Gratus Capital, LLC 0.02% No change 25,179 $526K
ProShare Advisors LLC 0.00% Reduce -23.8% 25,051 $523K
Caprock Group, LLC 0.02% New 25,026 $523K
Bank of Montreal 0.00% Reduce -19.3% 23,488 $491K
AlphaQuest LLC 0.07% Add +479.4% 23,482 $491K
Choreo, LLC 0.01% New 23,719 $481K
Perigon Wealth Management, LLC 0.01% Reduce -7.8% 22,889 $478K
Pictet Asset Management Holding SA 0.00% No change 21,826 $456K
Nisa Investment Advisors, LLC 0.00% Reduce -15.3% 21,283 $445K
Avantax Advisory Services, Inc. 0.00% New 21,054 $440K
Natixis Advisors, LLC 0.00% Reduce -3.6% 20,929 $437K
Bokf, NA 0.01% Reduce -70.8% 20,770 $434K
Ellevest, Inc. 0.03% Reduce -11.1% 20,757 $434K
Qsemble Capital Management, LP 0.08% New 20,342 $425K
Farther Finance Advisors, LLC 0.02% Add +303.9% 20,119 $408K
CSS LLC 0.09% Add +35.0% 19,300 $403K
Public Employees Retirement Association of Colorado 0.00% No change 18,974 $396K
Creative Planning 0.00% Add +28.6% 18,753 $392K
Andina Capital Management, LLC 0.29% Add +3.9% 18,599 $389K
Sequoia Financial Advisors, LLC 0.00% Add +0.4% 17,888 $374K
MQS Management LLC 0.22% Add +18.4% 17,643 $369K
Inceptionr LLC 0.10% Reduce -42.9% 17,220 $360K
ClearAlpha Technologies LP 0.14% Reduce -43.4% 16,487 $344K
Vanguard Personalized Indexing Management, LLC 0.01% Add +18.4% 16,434 $343K
Alps Advisors Inc. 0.00% Reduce -0.5% 16,182 $338K
Algert Global LLC 0.01% Reduce -87.2% 15,899 $332K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.5% 15,819 $330K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 15,800 $330K
Edgestream Partners, L.P. 0.02% Reduce -52.7% 15,750 $329K
Equitable Trust Co. 0.02% No change 15,382 $321K
Prospera Financial Services Inc 0.01% Add +3.6% 14,956 $312K
Meridian Wealth Advisors, LLC 0.06% No change 14,800 $309K
HighTower Advisors, LLC 0.00% Add +1.2% 14,753 $309K
PEAK6 Investments LLC 0.01% New 14,127 $295K
Well Done, LLC 0.06% Add +1.1% 14,025 $293K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.0% 13,829 $289K
Capital Advisors Inc. 0.01% New 13,650 $285K
Gallacher Capital Management LLC 0.15% Add +34.6% 13,377 $279K
LPL Financial LLC 0.00% Reduce -37.5% 13,095 $274K
Gotham Asset Management 0.00% Reduce -51.6% 12,978 $271K
Vestcor Inc 0.01% No change 12,698 $265K
Bleakley Financial Group, LLC 0.01% New 12,517 $261K
Simplicity Wealth,LLC 0.01% New 12,517 $261K
Paragon Capital Management Ltd 0.05% New 12,502 $261K
Tidal Investments LLC 0.00% Add +7.2% 12,482 $261K
Oxford Asset Management LLP 0.26% New 12,421 $259K
International Assets Investment Management, LLC 0.02% Reduce -6.0% 12,006 $251K
Maven Securities LTD 0.04% New 12,000 $251K
State of Wyoming 0.04% Reduce -42.9% 11,815 $247K
United Services Automobile Association 0.01% Add +4.4% 11,579 $242K
Principal Securities, Inc. 0.01% Reduce -3.4% 11,533 $241K
Scientech Research LLC 0.05% New 11,203 $234K
DekaBank Deutsche Girozentrale 0.00% Reduce -68.5% 11,106 $231K
Kestra Advisory Services, LLC 0.00% Add +0.0% 11,003 $230K
Steward Partners Investment Advisory, LLC 0.00% Add +79.7% 10,515 $220K
Xponance LLC 0.00% Add +3.2% 10,331 $216K
Sherbrooke Park Advisers LLC 0.04% New 10,056 $210K
U S Global Investors Inc. 0.01% No change 7,500 $157K
Headlands Technologies LLC 0.02% Add +163.5% 7,057 $147K
Mendota Financial Group, LLC 0.08% No change 7,042 $147K
Spirit of America Management Corp. 0.03% No change 7,000 $146K
Osaic Holdings, Inc. 0.00% Add +46.9% 6,899 $144K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 6,514 $136K
Cwm, LLC 0.00% Add +43.3% 6,213 $130K
Group One Trading LLC 0.00% Add +195.0% 4,741 $99K
KBC Group NV 0.00% No change 3,932 $82K
Lindbrook Capital, LLC 0.01% Add +3.9% 3,526 $74K
Concourse Financial Group Securities, Inc. 0.00% Add +4.3% 3,312 $69K
Quadrant Capital Group LLC 0.01% Add +41.5% 3,249 $68K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -46.0% 3,200 $67K
nVerses Capital, LLC 0.04% Add +45.0% 2,900 $61K
Public Employees Retirement System of Ohio 0.00% Add +1.4% 2,652 $55K
US Bancorp \de 0.00% Reduce -45.0% 2,164 $45K
GAMMA Investing LLC 0.01% Add +69.2% 1,743 $36K
Exchange Traded Concepts, LLC 0.00% Add +13.2% 1,741 $36K
Frazier Financial Advisors, LLC 0.03% Add +99.0% 1,709 $36K
EdgeRock Capital LLC 0.02% New 1,526 $32K
Arax Advisory Partners 0.00% New 1,498 $31K
Benjamin F. Edwards & Company, Inc. 0.00% Add +16.0% 1,328 $28K
Optiver Holding B.V. 0.00% New 1,327 $28K
Catalyst Funds Management Pty Ltd 0.01% Add +9.1% 1,200 $25K
Allworth Financial LP 0.00% Add +0.3% 1,042 $22K
USA Financial Formulas 0.00% Reduce -12.0% 1,018 $21K
Financial Management Professionals, Inc. 0.00% No change 1,000 $21K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $21K
First Horizon Advisors, Inc. 0.00% Reduce -13.4% 947 $20K
Covestor Ltd 0.01% Reduce -26.6% 866 $18K
EverSource Wealth Advisors, LLC 0.00% Add +9.4% 701 $17K
Parallel Advisors, LLC 0.00% Add +0.6% 808 $17K
Planning Capital Management Corp 0.01% No change 776 $16K
Signaturefd, LLC 0.00% Add +0.4% 685 $14K
Smartleaf Asset Management LLC 0.00% Add +2470.4% 694 $14K
Quarry LP 0.01% Reduce -39.4% 590 $12K
CIBC Private Wealth Group LLC 0.00% Add +25.6% 614 $12K
TD Private Client Wealth LLC 0.00% Add +24.6% 562 $12K
Walleye Capital LLC 0.00% Reduce -96.7% 551 $12K
NewEdge Advisors, LLC 0.00% Reduce -97.2% 548 $11K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 543 $11K
Anchor Investment Management, LLC 0.00% No change 500 $10K
Washington Trust Advisors, Inc. 0.00% No change 497 $10K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -24.2% 470 $10K
Clearstead Advisors, LLC 0.00% New 365 $8K
Sandy Spring Bank 0.00% No change 310 $6K
RFP Financial Group LLC 0.00% No change 289 $6K
Fifth Third Bancorp 0.00% Add +86.6% 278 $6K
Hexagon Capital Partners LLC 0.00% Add +43.3% 225 $5K
Bellevue Asset Management, LLC 0.00% No change 188 $4K
UMB Bank, n.a. 0.00% Add +196.8% 184 $4K
IFP Advisors, Inc 0.00% No change 170 $4K
Global Retirement Partners, LLC 0.00% Reduce -29.5% 160 $3K
Bell Investment Advisors, Inc 0.00% Reduce -13.9% 148 $3K
Fortitude Family Office, LLC 0.00% No change 139 $3K
Blue Trust, Inc. 0.00% New 132 $3K
JFS Wealth Advisors, LLC 0.00% Add +27.8% 115 $2K
Meeder Asset Management Inc. 0.00% Reduce -34.3% 109 $2K
Ancora Advisors LLC 0.00% New 100 $2K
CENTRAL TRUST Co 0.00% No change 91 $2K
Ashton Thomas Private Wealth, LLC 0.00% New 72 $2K
Versant Capital Management, Inc 0.00% No change 70 $1K
Farmers & Merchants Investments Inc. 0.00% No change 65 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 48 $1K
Rothschild Investment LLC 0.00% Add +200.0% 45 $940
Institutional & Family Asset Management, LLC 0.00% Add +87.5% 45 $940
SJS Investment Consulting Inc. 0.00% No change 42 $878
CVA Family Office, LLC 0.00% New 40 $836
WR Wealth Planners, LLC 0.00% Add +34.5% 39 $815
Larson Financial Group LLC 0.00% New 29 $606
DiNuzzo Private Wealth, Inc. 0.00% Add +55.6% 28 $585
Abound Wealth Management 0.00% No change 20 $418
Parkside Financial Bank & Trust 0.00% No change 19 $397
Creekmur Asset Management LLC 0.00% New 7 $146

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