Liberty EnergyLBRT

13F holders, Q3 2024 (September 30)
318holders −13
37new positions
48sold out
8famous investors
$19.10avg. 13F price*

At the end of Q3 2024, 318 institutions reported holding Liberty Energy Inc. (LBRT) in their 13F filings, down 13 from Q2 2024. 37 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($524.2M), FMR LLC ($345.8M) and Vanguard Group Inc. ($332.3M). 8 famous investors held it, including Ray Dalio (0.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions37$53.5M
Exits48$98.2M

All 13F filers, Q2 2024 → Q3 2024: 14,924,425 shares bought and 10,319,318 shares sold, net +4,605,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

BlackRock, Inc. 0.01% — 27,460,727 $524.2M
FMR LLC 0.02% Add +17.1% 18,115,282 $345.8M
Vanguard Group Inc. 0.01% Add +0.9% 17,404,724 $332.3M
Dimensional Fund Advisors LP 0.05% Add +3.9% 9,961,370 $190.2M
Pacer Advisors, Inc. 0.29% Add +15.9% 7,012,382 $133.9M
State Street Corp. 0.01% Add +2.7% 6,662,830 $127.2M
Macquarie Group Ltd. 0.11% Add +15.8% 5,487,796 $104.8M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -5.5% 5,188,094 $99.0M
American Century Companies Inc. 0.05% Add +17.9% 4,672,455 $89.2M
Canoe Financial LP 1.91% Add +20.4% 4,124,695 $79.4M
Geode Capital Management, LLC 0.01% Add +5.8% 3,779,906 $72.2M
JPMorgan Chase & Co. 0.00% Add +61.2% 3,146,179 $60.1M
Franklin Resources Inc. 0.02% Add +2.4% 2,631,360 $53.7M
Bank of New York Mellon Corp 0.01% Reduce -7.4% 2,440,148 $46.6M
Hennessy Advisors Inc. 1.38% Add +13.9% 2,256,400 $43.1M
Charles Schwab Investment Management Inc. 0.01% Add +8.0% 2,237,247 $42.7M
Morgan Stanley 0.00% Add +13.8% 2,073,674 $39.6M
Northern Trust Corp. 0.01% Reduce -0.1% 1,916,372 $36.6M
Allspring Global Investments Holdings, LLC 0.06% Reduce -2.4% 1,872,813 $35.8M
LSV Asset Management 0.07% Add +4.7% 1,798,600 $34.3M
Van Eck Associates Corp. 0.04% Reduce -9.8% 1,926,233 $33.1M
Invesco Ltd. 0.01% Reduce -6.1% 1,689,201 $32.2M
Manufacturers Life Insurance Company, The 0.03% Add +11.2% 1,666,741 $31.8M
Deutsche Bank AG 0.01% Reduce -1.0% 1,414,388 $27.0M
Lord, Abbett & Co. LLC 0.08% Reduce -1.9% 1,303,768 $24.9M
Goldman Sachs Group Inc. 0.00% Reduce -15.6% 1,205,194 $23.0M
Bank of America Corp. 0.00% Reduce -16.2% 1,129,788 $21.6M
Aventail Capital Group, LP 1.26% New 1,122,895 $21.4M
T. Rowe Price Associates Inc. 0.00% Reduce -3.9% 1,027,999 $19.6M
Millennium Management 0.02% Reduce -4.5% 1,027,726 $19.6M
Towle & Co. 2.39% Reduce -2.3% 877,604 $16.8M
Principal Financial Group Inc. 0.01% Add +4.5% 872,215 $16.7M
Glenmede Trust Co. NA 0.08% Reduce -1.3% 868,169 $16.6M
Voloridge Investment Management, LLC 0.05% Add +63.9% 702,623 $13.4M
Bridgewater Associates 0.08% Add +285.1% 700,814 $13.4M
Brandywine Global Investment Management, LLC 0.08% Reduce -2.7% 585,840 $12.0M
Lone Peak Global Investors LLC 2.38% Reduce -3.7% 625,608 $11.9M
Federated Hermes, Inc. 0.03% Reduce -8.3% 625,469 $11.9M
Victory Capital Management Inc. 0.01% Add +1.0% 620,933 $11.9M
Norges Bank 0.00% Reduce -22.0% 596,630 $11.4M
Envestnet Asset Management Inc. 0.00% Add +20.7% 595,724 $11.4M
GMO 0.03% Add +14.9% 573,003 $10.9M
Bessemer Group Inc. 0.02% Add +2.0% 565,082 $10.8M
Gendell Jeffrey L 0.33% Reduce -24.9% 556,053 $10.6M
AQR Capital Management 0.01% Reduce -1.9% 531,697 $10.2M
Empowered Funds, LLC 0.15% Add +45.1% 495,578 $9.5M
Nuveen Asset Management, LLC 0.00% Reduce -40.6% 485,864 $9.3M
Rhumbline Advisers 0.01% Reduce -0.2% 484,149 $9.2M
Mutual of America Capital Management LLC 0.09% Add +27.2% 466,411 $8.9M
Ameriprise Financial Inc. 0.00% Reduce -3.8% 465,712 $8.9M
Hotchkis & Wiley Capital Management LLC 0.03% Add +5.2% 439,820 $8.4M
Legal & General Group Plc 0.00% Add +4.1% 435,230 $8.3M
First Trust Advisors LP 0.01% Reduce -2.2% 412,721 $7.9M
Cardinal Point Capital Management ULC 1.27% New 400,000 $7.6M
Trexquant Investment LP 0.10% Add +468.7% 397,779 $7.6M
O'shaughnessy Asset Management, LLC 0.07% Reduce -3.3% 366,637 $7.5M
Thornburg Investment Management Inc. 0.09% Reduce -5.3% 368,316 $7.0M
Wells Fargo & Company 0.00% Add +109.1% 368,011 $7.0M
Kennedy Capital Management LLC 0.15% Reduce -26.2% 360,580 $6.9M
Public Sector Pension Investment Board 0.04% Add +5.1% 350,735 $6.7M
Impala Asset Management LLC 4.06% Add +89.2% 350,000 $6.7M
Guggenheim Capital LLC 0.05% Reduce -10.4% 332,860 $6.4M
Oberweis Asset Management Inc./ 0.32% Add +16.1% 326,500 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.7% 321,358 $6.1M
Loomis Sayles & Co. L P 0.01% Reduce -3.9% 316,140 $6.0M
Swiss National Bank 0.00% Reduce -0.4% 309,100 $5.9M
Twinbeech Capital LP 0.11% New 290,086 $5.5M
Bridgeway Capital Management, LLC 0.12% No change 288,800 $5.5M
Barclays PLC 0.00% Add +197.9% 286,661 $5.5M
Zacks Investment Management 0.05% Reduce -14.8% 286,602 $5.5M
First Eagle Investment Management, LLC 0.01% Add +1.8% 277,467 $5.3M
Man Group plc 0.01% Reduce -58.3% 265,857 $5.1M
Horizon Kinetics Asset Management LLC 0.08% Add +10.4% 260,607 $5.0M
Peregrine Capital Management LLC 0.15% Reduce -24.5% 259,559 $5.0M
Citadel Advisors 0.00% Reduce -16.8% 233,234 $4.5M
Canada Pension Plan Investment Board 0.00% Reduce -59.4% 233,000 $4.4M
Susquehanna International Group, LLP 0.01% Add +451.6% 232,355 $4.4M
Russell Investments Group, Ltd. 0.01% Reduce -5.5% 225,193 $4.3M
Citigroup Inc. 0.00% Add +95.5% 224,165 $4.3M
Sei Investments Co. 0.01% Reduce -4.9% 223,713 $4.3M
CastleKnight Management LP 0.48% Add +6.1% 205,500 $3.9M
Eagle Asset Management Inc. 0.02% Reduce -75.3% 218,653 $3.9M
Alliancebernstein L.P. 0.00% Reduce -5.0% 198,047 $3.8M
Prudential Financial Inc. 0.01% Add +2.4% 193,245 $3.7M
Qube Research & Technologies Ltd 0.01% Reduce -47.5% 184,042 $3.5M
UBS Group AG 0.00% Add +14.8% 178,179 $3.4M
Lazard Asset Management LLC 0.00% Reduce -17.2% 176,053 $3.4M
Jacobs Levy Equity Management, Inc. 0.01% New 162,726 $3.1M
Ritholtz Wealth Management 0.09% Reduce -9.4% 161,820 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Add +3.7% 160,270 $3.1M
California State Teachers Retirement System 0.00% Reduce -2.8% 149,994 $2.9M
Stifel Financial Corp. 0.00% Add +33.5% 145,849 $2.8M
CoreCommodity Management, LLC 0.49% Reduce -2.9% 138,947 $2.7M
Thrivent Financial for Lutherans 0.00% Add +3.1% 129,833 $2.5M
Aquatic Capital Management LLC 0.06% Add +13.2% 129,000 $2.5M
Great Lakes Advisors, LLC 0.02% Reduce -3.8% 127,925 $2.4M
TD Asset Management Inc 0.00% Reduce -33.3% 128,208 $2.4M
Jane Street Group, LLC 0.00% Reduce -62.4% 127,166 $2.4M
Apollon Wealth Management, LLC 0.07% Reduce -0.1% 125,433 $2.4M
MML Investors Services, LLC 0.01% Add +6.4% 122,749 $2.3M
Quantbot Technologies LP 0.09% Add +132.3% 113,744 $2.2M
CX Institutional 0.10% New 113,676 $2.2M
GMT Capital Corp 0.08% No change 110,974 $2.1M
Sapience Investments, LLC 1.01% Reduce -33.5% 106,519 $2.0M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -56.6% 101,853 $1.9M
BNP Paribas Financial Markets 0.00% Add +21.7% 100,545 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -3.2% 99,566 $1.9M
Epoch Investment Partners, Inc. 0.01% Reduce -19.7% 99,354 $1.9M
Cresset Asset Management, LLC 0.01% Add +7.5% 99,186 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +20.0% 94,953 $1.8M
State of Alaska, Department of Revenue 0.02% Add +6.0% 94,347 $1.8M
MetLife Investment Management, LLC 0.01% No change 93,060 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -0.4% 92,830 $1.8M
Verition Fund Management LLC 0.01% Reduce -9.3% 91,806 $1.8M
OMERS ADMINISTRATION Corp 0.02% Reduce -30.5% 90,400 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.5% 88,407 $1.7M
Moran Wealth Management, LLC 0.05% Reduce -58.6% 88,266 $1.7M
New York State Teachers Retirement System 0.00% Add +2.7% 86,230 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -3.2% 85,979 $1.6M
Aurora Investment Counsel 0.89% Add +0.1% 85,835 $1.6M
Level Four Advisory Services, LLC 0.07% Add +16.7% 92,205 $1.6M
Harbor Capital Advisors, Inc. 0.07% Add +2.7% 81,515 $1.6M
D. E. Shaw & Co. 0.00% Reduce -11.4% 81,193 $1.5M
Martingale Asset Management L P 0.04% Reduce -0.0% 80,456 $1.5M
OAKMONT Corp 0.30% No change 92,000 $1.5M
Y-Intercept (Hong Kong) Ltd 0.09% Add +29.0% 80,289 $1.5M
Louisiana State Employees Retirement System 0.03% Add +4.7% 79,900 $1.5M
Baird Financial Group, Inc. 0.00% Add +3.0% 79,643 $1.5M
Castleark Management LLC 0.06% No change 78,490 $1.5M
Entropy Technologies, LP 0.16% Add +39.6% 77,800 $1.5M
Janus Henderson Group PLC 0.00% No change 77,037 $1.5M
Truist Financial Corp. 0.00% Reduce -17.5% 74,976 $1.4M
Teacher Retirement System of Texas 0.01% Add +15.3% 74,680 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -46.8% 70,142 $1.3M
Raymond James & Associates 0.00% Reduce -24.7% 67,211 $1.3M
HSBC Holdings PLC 0.00% Reduce -15.3% 66,865 $1.3M
Dynamic Technology Lab Private Ltd 0.13% Reduce -1.2% 64,338 $1.2M
Segall Bryant & Hamill, LLC 0.02% New 63,608 $1.2M
Yousif Capital Management, LLC 0.01% Add +4.5% 63,416 $1.2M
AlphaQuest LLC 0.11% Add +168.2% 62,979 $1.2M
Engineers Gate Manager LP 0.02% New 61,240 $1.2M
Comerica Bank 0.00% Add +1.1% 60,301 $1.2M
Voya Investment Management LLC 0.00% Reduce -2.4% 60,251 $1.2M
Cetera Investment Advisers 0.00% Add +8.4% 57,411 $1.1M
Wesbanco Bank Inc. 0.04% New 56,100 $1.1M
Maryland State Retirement & Pension System 0.02% Add +5.6% 55,831 $1.1M
Focus Partners Wealth 0.00% New 55,379 $1.1M
Osaic Holdings, Inc. 0.00% Add +675.5% 53,503 $1.0M
Exchange Traded Concepts, LLC 0.02% Add +2958.1% 53,242 $1.0M
Empirical Finance, LLC 0.06% Add +0.4% 52,964 $1.0M
Royal Bank of Canada 0.00% Add +26.2% 52,706 $1.0M
South Dakota Investment Council 0.02% No change 52,187 $996K
DekaBank Deutsche Girozentrale 0.00% Add +286.8% 42,953 $988K
Jump Financial, LLC 0.02% Add +27.8% 51,580 $985K
Ensign Peak Advisors, Inc 0.00% No change 51,311 $980K
Mutual Advisors, LLC 0.03% Reduce -1.2% 55,202 $979K
Sandler Capital Management 0.19% Reduce -48.8% 50,666 $967K
Seven Eight Capital, LP 0.09% New 50,527 $965K
New York State Common Retirement Fund 0.00% Reduce -50.0% 49,986 $954K
Teachers Retirement System of the State of Kentucky 0.01% No change 49,800 $951K
State Board of Administration of Florida Retirement System 0.00% No change 48,745 $931K
Amalgamated Bank 0.01% Add +3.7% 48,494 $926K
Royce & Associates LP 0.01% No change 47,855 $914K
Intech Investment Management LLC 0.01% New 47,355 $904K
Renaissance Technologies 0.00% New 47,100 $899K
Arizona State Retirement System 0.01% Add +3.2% 45,587 $870K
Ethic Inc. 0.02% Add +8.2% 38,559 $799K
Benjamin Edwards Inc. 0.01% Add +46.1% 40,505 $773K
Mariner, LLC 0.00% Reduce -19.1% 39,118 $747K
Oregon Public Employees Retirement Fund 0.01% Add +5.6% 38,911 $743K
MAI Capital Management 0.01% New 38,611 $737K
Hara Capital LLC 0.46% Reduce -18.8% 38,324 $732K
Systematic Financial Management LP 0.02% New 37,963 $725K
Vestcor Inc 0.02% Add +196.9% 37,698 $720K
Fort Sheridan Advisors LLC 0.11% Add +5.1% 36,712 $701K
Pathstone Holdings, LLC 0.00% Add +40.4% 35,914 $686K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +8.1% 35,339 $675K
Cambria Investment Management, L.P. 0.04% Reduce -6.1% 34,069 $650K
ProShare Advisors LLC 0.00% Add +34.8% 33,761 $644K
Gsa Capital Partners LLP 0.05% New 32,417 $619K
Miller Howard Investments Inc. 0.02% Reduce -74.5% 32,025 $611K
Bailard, Inc. 0.02% No change 31,736 $606K
Sanctuary Advisors, LLC 0.00% Add +11.3% 31,077 $590K
Weiss Asset Management LP 0.02% New 30,774 $587K
STRS Ohio 0.00% Reduce -42.5% 29,800 $569K
Profund Advisors LLC 0.02% Reduce -17.4% 29,631 $566K
Choreo, LLC 0.01% Add +19.4% 28,312 $565K
Hudson Edge Investment Partners Inc. 0.10% Add +13.2% 29,244 $558K
Mackenzie Financial Corp. 0.00% Add +0.1% 29,146 $556K
Sterling Capital Management LLC 0.01% — 28,353 $541K
Park Avenue Securities LLC 0.01% Add +10.8% 28,277 $540K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 27,900 $533K
Snowden Capital Advisors LLC 0.02% Reduce -2.3% 26,879 $513K
Squarepoint Ops LLC 0.00% New 26,753 $511K
HighTower Advisors, LLC 0.00% Add +70.2% 25,115 $475K
Natixis Advisors, LLC 0.00% Add +17.8% 24,662 $471K
Bokf, NA 0.01% Add +10.4% 22,923 $470K
Amova Asset Management Americas, Inc. 0.01% Reduce -8.9% 24,522 $468K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -8.9% 24,522 $468K
Bank of Montreal 0.00% Add +2.7% 24,126 $458K
CWA Asset Management Group, LLC 0.02% — 23,774 $454K
Semanteon Capital Management, LP 0.31% New 23,682 $452K
Farther Finance Advisors, LLC 0.02% Add +12.4% 22,613 $432K
Pictet Asset Management Holding SA 0.00% No change 21,826 $417K
Capital Advisors Inc. 0.01% Add +58.0% 21,570 $412K
Magnetar Financial LLC 0.01% New 21,350 $408K
XTX Topco Ltd 0.03% New 21,321 $407K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 21,312 $407K
Wilmington Savings Fund Society, FSB 0.01% New 21,100 $403K
Avantax Advisory Services, Inc. 0.00% Reduce -1.5% 20,732 $396K
Caprock Group, LLC 0.01% Reduce -17.4% 20,671 $395K
Envestnet Portfolio Solutions, Inc. 0.00% Add +46.8% 20,301 $388K
Verity Asset Management, Inc. 0.14% New 19,732 $377K
Aster Capital Management (DIFC) Ltd 0.08% — 19,474 $372K
Creative Planning 0.00% Add +3.8% 19,456 $371K
Andina Capital Management, LLC 0.28% Add +4.4% 19,413 $371K
Public Employees Retirement Association of Colorado 0.00% No change 18,974 $362K
Sequoia Financial Advisors, LLC 0.00% Add +1.1% 18,079 $345K
Ellevest, Inc. 0.02% Reduce -14.5% 17,747 $339K
Ameritas Investment Partners, Inc. 0.01% Add +3.4% 16,356 $312K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.6% 16,340 $312K
CSS LLC 0.06% Reduce -15.5% 16,300 $311K
Prospera Financial Services Inc 0.01% Add +7.3% 16,047 $306K
Well Done, LLC 0.06% Add +14.3% 16,028 $306K
QRG Capital Management, Inc. 0.00% Reduce -75.6% 15,995 $305K
Gotham Asset Management 0.00% Add +22.9% 15,954 $305K
AlphaMark Advisors, LLC 0.10% New 15,341 $293K
Meridian Wealth Advisors, LLC 0.05% No change 14,800 $283K
Tidal Investments LLC 0.00% Add +14.6% 14,299 $273K
Equitable Trust Co. 0.02% Reduce -9.7% 13,892 $265K
Occudo Quantitative Strategies LP 0.05% New 13,528 $258K
Principal Securities, Inc. 0.01% Add +16.9% 13,485 $257K
State of Wisconsin Investment Board 0.00% Reduce -57.6% 13,233 $253K
Perigon Wealth Management, LLC 0.01% Reduce -43.0% 13,058 $249K
Henshaw Capital LLC 0.01% New 12,886 $246K
Tower Research Capital LLC (TRC) 0.01% Reduce -58.2% 12,105 $231K
Mercer Global Advisors Inc. 0.00% Reduce -60.6% 11,437 $228K
Gallacher Capital Management LLC 0.10% Reduce -11.6% 11,831 $226K
International Assets Investment Management, LLC 0.02% Reduce -5.6% 11,334 $216K
Walleye Capital LLC 0.00% Add +1900.2% 11,021 $210K
nVerses Capital, LLC 0.10% Add +279.3% 11,000 $210K
LPL Financial LLC 0.00% Reduce -16.8% 10,901 $208K
United Services Automobile Association 0.01% Reduce -6.5% 10,826 $207K
SG Americas Securities, LLC 0.00% Reduce -86.9% 10,771 $206K
Kestra Advisory Services, LLC 0.00% Reduce -2.8% 10,700 $204K
Paragon Capital Management Ltd 0.04% Reduce -15.3% 10,593 $202K
Xponance LLC 0.00% Add +1.9% 10,530 $201K
Numerai GP LLC 0.05% New 10,408 $199K
Cwm, LLC 0.00% Add +56.5% 9,722 $186K
PNC Financial Services Group, Inc. 0.00% Add +47.8% 9,628 $184K
U S Global Investors Inc. 0.01% No change 7,500 $143K
Mendota Financial Group, LLC 0.06% Add +0.1% 7,050 $135K
Spirit of America Management Corp. 0.03% No change 7,000 $134K
Steward Partners Investment Advisory, LLC 0.00% Reduce -44.2% 5,865 $112K
KBC Group NV 0.00% Add +24.8% 4,906 $94K
State of Wyoming 0.01% Reduce -64.2% 4,233 $81K
Northwestern Mutual Wealth Management Co. 0.00% Add +30.9% 4,188 $80K
US Bancorp \de 0.00% Add +93.2% 4,180 $80K
Concourse Financial Group Securities, Inc. 0.00% Add +12.5% 3,726 $71K
Quadrant Capital Group LLC 0.00% Add +3.0% 3,345 $64K
Lindbrook Capital, LLC 0.01% Reduce -5.8% 3,323 $63K
GAMMA Investing LLC 0.01% Add +82.1% 3,174 $61K
Public Employees Retirement System of Ohio 0.00% Add +9.0% 2,891 $55K
Quarry LP 0.01% Add +237.5% 1,991 $38K
Covestor Ltd 0.02% Add +96.8% 1,704 $33K
GeoWealth Management, LLC 0.00% New 1,718 $33K
Group One Trading LLC 0.00% Reduce -67.2% 1,556 $30K
Arax Advisory Partners 0.00% No change 1,498 $29K
Acadian Asset Management LLC 0.00% New 1,259 $24K
Smartleaf Asset Management LLC 0.00% Add +78.5% 1,239 $24K
Allworth Financial LP 0.00% Reduce -1.7% 1,024 $20K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $19K
Financial Management Professionals, Inc. 0.00% No change 1,000 $19K
First Horizon Advisors, Inc. 0.00% Reduce -12.9% 825 $16K
Planning Capital Management Corp 0.01% No change 776 $15K
Hexagon Capital Partners LLC 0.00% Add +233.3% 750 $14K
Earned Wealth Advisors, LLC 0.00% New 746 $14K
EverSource Wealth Advisors, LLC 0.00% Add +3.4% 725 $14K
Caitlin John, LLC 0.01% New 754 $13K
CIBC Private Wealth Group LLC 0.00% No change 614 $12K
Signaturefd, LLC 0.00% Reduce -18.5% 558 $11K
NewEdge Advisors, LLC 0.00% No change 548 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 543 $10K
Anchor Investment Management, LLC 0.00% No change 500 $10K
Washington Trust Advisors, Inc. 0.00% No change 497 $9K
Fifth Third Bancorp 0.00% Add +60.4% 446 $9K
Versant Capital Management, Inc 0.00% Add +471.4% 400 $8K
Frazier Financial Advisors, LLC 0.01% Reduce -76.9% 395 $8K
Blue Trust, Inc. 0.00% Add +164.4% 349 $7K
Clearstead Advisors, LLC 0.00% No change 365 $7K
UMB Bank, n.a. 0.00% Add +76.1% 324 $6K
Sandy Spring Bank 0.00% No change 310 $6K
Parallel Advisors, LLC 0.00% Reduce -66.7% 269 $5K
Harbour Investments, Inc. 0.00% New 189 $4K
Bellevue Asset Management, LLC 0.00% No change 188 $4K
Optiver Holding B.V. 0.00% Reduce -86.7% 176 $3K
Bell Investment Advisors, Inc 0.00% Add +18.2% 175 $3K
IFP Advisors, Inc 0.00% No change 170 $3K
Global Retirement Partners, LLC 0.00% No change 160 $3K
Rothschild Investment LLC 0.00% Add +233.3% 150 $3K
JFS Wealth Advisors, LLC 0.00% Add +23.5% 142 $3K
Fortitude Family Office, LLC 0.00% No change 139 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +162.5% 126 $2K
Continuum Advisory, LLC 0.00% New 103 $2K
CENTRAL TRUST Co 0.00% No change 91 $2K
Farmers & Merchants Investments Inc. 0.00% No change 65 $1K
Picton Mahoney Asset Management 0.00% New 59 $1K
Federation des caisses Desjardins du Quebec 0.00% New 50 $955
True Wealth Design, LLC 0.00% New 46 $879
SJS Investment Consulting Inc. 0.00% No change 42 $802
WR Wealth Planners, LLC 0.00% Reduce -25.6% 29 $554
Larson Financial Group LLC 0.00% No change 29 $554
DiNuzzo Private Wealth, Inc. 0.00% Reduce -7.1% 26 $497
Parkside Financial Bank & Trust 0.00% Add +26.3% 24 $459
Huntington National Bank 0.00% New 12 $229
Abound Wealth Management 0.00% Reduce -55.0% 9 $172
Creekmur Asset Management LLC 0.00% No change 7 $134
Hemington Wealth Management 0.00% New 47 $0

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