Liberty EnergyLBRT

13F holders, Q1 2025 (March 31)
313holders −13
49new positions
60sold out
7famous investors
$15.83avg. 13F price*

At the end of Q1 2025, 313 institutions reported holding Liberty Energy Inc. (LBRT) in their 13F filings, down 13 from Q4 2024. 49 opened new positions and 60 sold out. The largest holders were BlackRock, Inc. ($402.9M), Vanguard Group Inc. ($292.0M) and FMR LLC ($220.1M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jeremy Grantham (0.0% of GMO'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions49$97.2M
Exits60$181.2M

All 13F filers, Q4 2024 → Q1 2025: 14,736,257 shares bought and 23,622,538 shares sold, net −8,886,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Reduce -5.3% 25,452,533 $402.9M
Vanguard Group Inc. 0.01% Add +6.5% 18,443,909 $292.0M
FMR LLC 0.01% Reduce -8.5% 13,905,896 $220.1M
Dimensional Fund Advisors LP 0.04% Reduce -0.4% 9,869,093 $156.2M
State Street Corp. 0.00% Reduce -3.4% 6,732,432 $106.6M
Franklin Resources Inc. 0.03% Add +35.9% 6,561,001 $103.9M
Macquarie Group Ltd. 0.11% Reduce -14.4% 5,699,589 $90.2M
American Century Companies Inc. 0.05% Add +6.4% 5,508,609 $87.2M
Geode Capital Management, LLC 0.00% Add +1.3% 3,777,935 $59.8M
Charles Schwab Investment Management Inc. 0.01% Add +3.0% 2,507,658 $39.7M
Manufacturers Life Insurance Company, The 0.04% Add +13.5% 2,438,018 $38.6M
Balyasny Asset Management L.P. 0.09% Add +117.6% 2,225,216 $35.2M
Northern Trust Corp. 0.00% Add +1.8% 2,105,514 $33.3M
Allspring Global Investments Holdings, LLC 0.06% Add +6.1% 2,054,615 $32.6M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -0.3% 1,982,058 $31.4M
Van Eck Associates Corp. 0.04% Reduce -9.5% 1,883,855 $29.8M
Merewether Investment Management, LP 1.06% New 1,847,214 $29.2M
Millennium Management 0.03% New 1,820,706 $28.8M
Bank of New York Mellon Corp 0.01% Reduce -17.7% 1,796,052 $28.4M
JPMorgan Chase & Co. 0.00% Reduce -36.7% 1,653,248 $26.2M
Bank of America Corp. 0.00% Add +21.5% 1,394,528 $22.1M
Morgan Stanley 0.00% Reduce -11.9% 1,338,768 $21.2M
Citadel Advisors 0.02% Reduce -43.9% 1,168,086 $18.5M
T. Rowe Price Associates Inc. 0.00% Add +1.9% 1,042,278 $16.5M
Invesco Ltd. 0.00% Reduce -37.0% 981,605 $15.5M
Principal Financial Group Inc. 0.01% Add +1.7% 912,636 $14.4M
Goldman Sachs Group Inc. 0.00% Add +0.6% 868,978 $13.8M
LSV Asset Management 0.03% Reduce -43.6% 868,800 $13.8M
SIR Capital Management, L.P. 1.17% New 844,257 $13.4M
Deutsche Bank AG 0.01% Reduce -35.6% 819,916 $13.0M
Glenmede Trust Co. NA 0.07% Reduce -11.2% 766,899 $12.1M
Lone Peak Global Investors LLC 2.50% Reduce -0.1% 766,511 $12.1M
Envestnet Asset Management Inc. 0.00% Add +16.4% 742,938 $11.8M
Towle & Co. 2.27% Reduce -3.0% 655,984 $10.4M
Bessemer Group Inc. 0.02% Add +4.8% 607,431 $9.6M
Hotchkis & Wiley Capital Management LLC 0.03% Add +10.4% 565,214 $8.9M
UBS Group AG 0.00% Add +23.6% 561,521 $8.9M
Bridgewater Associates 0.04% Reduce -23.8% 554,332 $8.8M
D. E. Shaw & Co. 0.01% Add +504.7% 546,761 $8.7M
Penn Capital Management Company, LLC 0.80% Add +91.5% 516,789 $8.2M
Public Sector Pension Investment Board 0.04% Add +26.1% 513,534 $8.1M
Nuveen, LLC 0.00% — 489,104 $7.7M
GMO 0.02% Reduce -16.4% 482,203 $7.6M
Gendell Jeffrey L 0.33% Reduce -11.7% 476,843 $7.5M
Rhumbline Advisers 0.01% Reduce -2.5% 469,811 $7.4M
Mutual of America Capital Management LLC 0.08% Reduce -0.1% 464,596 $7.4M
Royce & Associates LP 0.08% Add +50.5% 463,415 $7.3M
Ameriprise Financial Inc. 0.00% Add +1.5% 443,911 $7.0M
First Trust Advisors LP 0.01% Reduce -5.8% 438,921 $6.9M
Hennessy Advisors Inc. 0.23% Reduce -10.3% 432,600 $6.8M
Legal & General Group Plc 0.00% Reduce -4.2% 419,405 $6.6M
Canoe Financial LP 0.10% Reduce -84.4% 381,139 $6.0M
ExodusPoint Capital Management, LP 0.08% Add +727.5% 375,694 $5.9M
New York State Common Retirement Fund 0.01% Add +57.6% 370,258 $5.9M
First Eagle Investment Management, LLC 0.01% Add +30.8% 365,467 $5.8M
Callodine Capital Management, LP 0.92% New 348,547 $5.5M
Raymond James Financial Inc. 0.00% Reduce -1.3% 337,194 $5.3M
Victory Capital Management Inc. 0.01% Reduce -45.2% 335,268 $5.3M
Citigroup Inc. 0.00% Add +35.9% 320,309 $5.1M
Norges Bank 0.00% Reduce -24.9% 307,559 $4.9M
Swiss National Bank 0.00% Reduce -2.7% 300,800 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -13.0% 294,628 $4.7M
Bridgeway Capital Management, LLC 0.12% No change 288,800 $4.6M
AQR Capital Management 0.00% Reduce -42.1% 278,792 $4.4M
Lazard Asset Management LLC 0.01% Add +62.5% 277,107 $4.4M
Zacks Investment Management 0.04% Reduce -3.5% 276,574 $4.4M
HRT Financial LP 0.03% New 275,764 $4.4M
Lord, Abbett & Co. LLC 0.02% Reduce -72.1% 270,834 $4.3M
Susquehanna International Group, LLP 0.01% Add +1.6% 266,253 $4.2M
CoreCommodity Management, LLC 0.68% Add +92.3% 262,747 $4.2M
Magnetar Financial LLC 0.06% New 252,635 $4.0M
Peregrine Capital Management LLC 0.12% Reduce -5.2% 237,492 $3.8M
Russell Investments Group, Ltd. 0.01% Add +37.7% 231,722 $3.7M
Renaissance Technologies 0.01% Add +280.6% 221,900 $3.5M
Barclays PLC 0.00% Reduce -42.7% 215,819 $3.4M
Alliancebernstein L.P. 0.00% No change 194,443 $3.1M
Sei Investments Co. 0.00% Reduce -10.5% 191,297 $3.0M
CastleKnight Management LP 0.32% Reduce -11.7% 181,400 $2.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +5.1% 177,856 $2.8M
Squarepoint Ops LLC 0.01% Reduce -45.3% 172,914 $2.7M
South Dakota Investment Council 0.05% Add +225.2% 169,692 $2.7M
Prudential Financial Inc. 0.00% Reduce -4.3% 158,581 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -1.9% 162,721 $2.6M
Horizon Kinetics Asset Management LLC 0.03% Reduce -29.3% 158,914 $2.5M
MML Investors Services, LLC 0.01% Add +15.5% 148,706 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -44.6% 145,031 $2.3M
California State Teachers Retirement System 0.00% Reduce -1.9% 144,240 $2.3M
Janus Henderson Group PLC 0.00% Reduce -6.3% 144,552 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -10.2% 140,205 $2.2M
Stifel Financial Corp. 0.00% Add +10.4% 139,785 $2.2M
Knights of Columbus Asset Advisors LLC 0.15% Add +31.9% 134,632 $2.1M
Wells Fargo & Company 0.00% Add +4.7% 130,326 $2.1M
Empowered Funds, LLC 0.03% Reduce -17.0% 127,741 $2.0M
OMERS ADMINISTRATION Corp 0.02% New 127,300 $2.0M
Miller Howard Investments Inc. 0.06% Reduce -4.7% 126,880 $2.0M
Apollon Wealth Management, LLC 0.04% Reduce -2.3% 125,259 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -5.8% 118,936 $1.9M
Voya Investment Management LLC 0.00% Add +147.0% 118,133 $1.9M
Palogic Value Management, L.P. 0.82% Add +54.2% 115,644 $1.8M
Level Four Advisory Services, LLC 0.07% Add +95.5% 108,109 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -10.9% 107,832 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -17.3% 104,149 $1.6M
Sapience Investments, LLC 1.17% Add +13.4% 103,769 $1.6M
Lighthouse Investment Partners, LLC 0.07% Reduce -16.7% 100,000 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -6.9% 99,949 $1.6M
Royal Bank of Canada 0.00% Reduce -79.7% 99,832 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +15.5% 98,131 $1.6M
Truist Financial Corp. 0.00% Add +31.4% 95,314 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -3.5% 94,555 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 94,205 $1.5M
OAKMONT Corp 0.29% No change 92,000 $1.5M
GMT Capital Corp 0.07% Reduce -19.6% 89,274 $1.4M
Holocene Advisors, LP 0.00% Add +93.2% 86,336 $1.4M
Aurora Investment Counsel 0.75% Reduce -0.5% 85,188 $1.3M
Walleye Capital LLC 0.02% Add +51659.3% 83,850 $1.3M
CenterBook Partners LP 0.08% New 83,156 $1.3M
Corebridge Financial, Inc. 0.01% Reduce -2.0% 82,793 $1.3M
Aquatic Capital Management LLC 0.03% Add +46.4% 82,278 $1.3M
Intech Investment Management LLC 0.01% Add +22.0% 81,446 $1.3M
Hantz Financial Services, Inc. 0.02% Add +157.7% 81,456 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -9.9% 80,978 $1.3M
Adage Capital Partners Gp, L.L.C. 0.00% No change 80,000 $1.3M
QSV Equity Investors LLC 1.29% New 78,566 $1.2M
New York State Teachers Retirement System 0.00% Reduce -9.7% 77,514 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -3.4% 76,300 $1.2M
Manning & Napier Advisors LLC 0.01% New 70,094 $1.1M
HSBC Holdings PLC 0.00% Add +18.8% 68,374 $1.1M
Cetera Investment Advisers 0.00% Add +10.5% 62,952 $997K
Vestcor Inc 0.03% Add +393.8% 62,698 $993K
Yousif Capital Management, LLC 0.01% Add +1.5% 62,536 $990K
Canada Pension Plan Investment Board 0.00% Reduce -79.7% 62,500 $989K
Focus Partners Wealth 0.00% Reduce -29.3% 61,178 $968K
STRS Ohio 0.00% Add +100.0% 59,600 $943K
Integrated Wealth Concepts LLC 0.01% Add +168.7% 57,782 $915K
KLP Kapitalforvaltning As 0.00% Add +16.1% 57,100 $904K
Comerica Bank 0.00% Reduce -3.4% 56,751 $898K
Wesbanco Bank Inc. 0.03% No change 56,100 $888K
Kennedy Capital Management LLC 0.02% Reduce -83.0% 54,777 $867K
Empirical Finance, LLC 0.05% Add +0.5% 54,400 $861K
Ensign Peak Advisors, Inc 0.00% No change 51,311 $812K
Teachers Retirement System of the State of Kentucky 0.01% No change 49,800 $788K
State Board of Administration of Florida Retirement System 0.00% No change 48,745 $772K
LPL Financial LLC 0.00% Add +229.2% 48,687 $771K
Ritholtz Wealth Management 0.02% Reduce -54.5% 48,618 $770K
Wealth Enhancement Advisory Services, LLC 0.00% New 48,068 $761K
Amova Asset Management Americas, Inc. 0.01% Add +52.9% 47,850 $757K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +52.9% 47,850 $757K
Benjamin Edwards Inc. 0.01% Add +11.8% 47,462 $751K
Maryland State Retirement & Pension System 0.02% Reduce -14.7% 47,252 $748K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 47,205 $747K
Amalgamated Bank 0.01% Reduce -3.4% 46,053 $729K
DekaBank Deutsche Girozentrale 0.00% Reduce -17.9% 35,248 $719K
Arizona State Retirement System 0.00% Reduce -2.3% 44,531 $705K
Harbor Capital Advisors, Inc. 0.03% Reduce -48.8% 42,106 $667K
Mangrove Partners Im, LLC 0.08% New 42,085 $666K
Mutual Advisors, LLC 0.02% Add +0.1% 51,967 $632K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +11.1% 38,750 $613K
MAI Capital Management 0.00% No change 38,567 $611K
Hara Capital LLC 0.41% No change 38,324 $607K
State of Tennessee, Department of Treasury 0.00% Reduce -42.1% 38,235 $605K
Verition Fund Management LLC 0.00% Add +179.3% 37,582 $595K
ProShare Advisors LLC 0.00% Reduce -21.9% 37,351 $591K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.3% 37,128 $588K
Mariner, LLC 0.00% Reduce -26.1% 35,849 $567K
Cibc World Markets Corp. 0.00% Add +137.1% 35,132 $556K
Police & Firemen's Retirement System of New Jersey 0.01% No change 34,380 $544K
NewEdge Wealth, LLC 0.01% Add +21.6% 33,717 $534K
CWA Asset Management Group, LLC 0.02% Add +38.3% 32,196 $510K
Profund Advisors LLC 0.02% Add +15.6% 32,091 $508K
Bank of Montreal 0.00% Reduce -71.9% 31,503 $499K
iSAM Funds (UK) Ltd 0.24% Add +97.2% 30,938 $490K
Snowden Capital Advisors LLC 0.02% Reduce -8.4% 30,541 $483K
Bokf, NA 0.01% Reduce -0.3% 28,375 $449K
Natixis Advisors, LLC 0.00% Add +51.9% 28,260 $447K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 27,900 $442K
Jefferies Financial Group Inc. 0.01% New 27,299 $432K
Well Done, LLC 0.08% Add +35.5% 21,725 $432K
Mackenzie Financial Corp. 0.00% Reduce -7.7% 26,503 $420K
Nomura Holdings Inc. 0.00% New 26,359 $417K
Salem Investment Counselors Inc. 0.01% New 26,335 $417K
Henshaw Capital LLC 0.02% Add +98.9% 25,634 $406K
Guggenheim Capital LLC 0.00% Reduce -2.5% 24,924 $395K
Fort Sheridan Advisors LLC 0.06% Add +0.1% 24,690 $391K
Quantessence Capital LLC 0.10% New 24,200 $383K
Pathstone Holdings, LLC 0.00% Reduce -45.0% 23,818 $378K
Choreo, LLC 0.01% Reduce -10.7% 22,849 $362K
Teacher Retirement System of Texas 0.00% New 22,713 $360K
Schroder Investment Management Group 0.00% Add +7.1% 22,508 $356K
BNP Paribas Financial Markets 0.00% Reduce -52.6% 22,232 $352K
Ethic Inc. 0.01% Reduce -20.4% 22,173 $351K
Prospera Financial Services Inc 0.01% Add +34.4% 22,200 $351K
Pictet Asset Management Holding SA 0.00% No change 21,826 $346K
Creative Planning 0.00% Reduce -3.5% 21,302 $337K
Wilmington Savings Fund Society, FSB 0.01% No change 21,100 $334K
Nisa Investment Advisors, LLC 0.00% Add +1.7% 20,497 $324K
Principal Securities, Inc. 0.01% No change 15,334 $305K
Public Employees Retirement Association of Colorado 0.00% No change 18,974 $300K
Capital Advisors Inc. 0.01% Reduce -13.4% 18,670 $296K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.0% 18,220 $288K
Baird Financial Group, Inc. 0.00% New 18,202 $288K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -23.4% 17,897 $283K
Vanguard Personalized Indexing Management, LLC 0.00% Add +1.3% 16,884 $267K
State of Wisconsin Investment Board 0.00% Add +13.4% 16,396 $260K
Ameritas Investment Partners, Inc. 0.01% No change 16,356 $259K
Janney Montgomery Scott LLC 0.00% Add +3.2% 16,127 $255K
Equitable Trust Co. 0.01% Reduce -10.3% 15,935 $252K
SG Americas Securities, LLC 0.00% New 15,187 $240K
Meridian Wealth Advisors, LLC 0.04% No change 14,800 $234K
Massar Capital Management, LP 0.26% New 13,845 $219K
HighTower Advisors, LLC 0.00% Reduce -52.3% 13,217 $209K
Elo Mutual Pension Insurance Co 0.00% New 13,159 $208K
Atria Investments, Inc 0.00% New 13,153 $208K
FourThought Financial Partners, LLC 0.02% New 12,916 $204K
Stratos Wealth Partners, LTD. 0.00% Reduce -6.8% 12,800 $203K
State of Wyoming 0.03% Reduce -17.8% 12,756 $202K
First Citizens Bank & Trust Co. 0.01% New 12,467 $197K
Personal Cfo Solutions, LLC 0.04% New 12,062 $191K
NewEdge Advisors, LLC 0.00% Add +1992.2% 12,030 $190K
Xponance LLC 0.00% Add +6.4% 11,981 $190K
Kestra Advisory Services, LLC 0.00% New 11,876 $188K
Ellevest, Inc. 0.01% Reduce -15.3% 11,786 $187K
Cooper Financial Group 0.02% Add +10.9% 11,641 $184K
Savant Capital, LLC 0.00% New 11,512 $182K
Austin Private Wealth, LLC 0.02% New 11,487 $182K
Two Sigma Investments, LP 0.00% Reduce -93.2% 11,422 $181K
Avantax Advisory Services, Inc. 0.00% Reduce -29.6% 11,051 $175K
United Services Automobile Association 0.01% No change 10,826 $171K
Paragon Capital Management Ltd 0.03% Add +0.6% 10,409 $165K
Sowell Financial Services LLC 0.01% New 10,218 $162K
Pekin Hardy Strauss, Inc. 0.02% New 10,150 $161K
KBC Group NV 0.00% Add +2.9% 8,111 $128K
Farther Finance Advisors, LLC 0.00% Reduce -73.5% 6,568 $104K
Meeder Asset Management Inc. 0.01% Reduce -18.8% 4,908 $78K
Steward Partners Investment Advisory, LLC 0.00% Add +3.2% 4,890 $77K
New Age Alpha Advisors, LLC 0.00% Reduce -53.1% 4,602 $73K
PNC Financial Services Group, Inc. 0.00% Add +45.3% 4,465 $71K
Group One Trading LLC 0.00% Reduce -82.3% 4,186 $66K
Spirit of America Management Corp. 0.01% Reduce -42.9% 4,000 $63K
US Bancorp \de 0.00% Reduce -15.3% 3,691 $58K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 3,169 $50K
Sterling Capital Management LLC 0.00% Reduce -45.2% 2,585 $41K
Tower Research Capital LLC (TRC) 0.00% Reduce -6.8% 2,478 $39K
Cwm, LLC 0.00% Reduce -57.0% 2,142 $34K
Lindbrook Capital, LLC 0.00% Reduce -41.6% 1,907 $30K
Quadrant Capital Group LLC 0.00% Reduce -28.1% 1,570 $25K
Smartleaf Asset Management LLC 0.00% Reduce -66.4% 1,150 $18K
GAMMA Investing LLC 0.00% Reduce -12.9% 1,136 $18K
Coldstream Capital Management Inc. 0.00% New 1,131 $18K
EverSource Wealth Advisors, LLC 0.00% Add +0.9% 1,041 $16K
First Horizon Advisors, Inc. 0.00% Add +14.2% 1,037 $16K
Headlands Technologies LLC 0.00% New 1,017 $16K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $16K
Bayforest Capital Ltd 0.01% Reduce -85.3% 999 $16K
Hexagon Capital Partners LLC 0.00% Reduce -26.4% 913 $14K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -1.3% 872 $14K
UMB Bank, n.a. 0.00% Add +148.7% 741 $12K
Brooklyn Investment Group 0.00% Add +73700.0% 738 $12K
Signaturefd, LLC 0.00% Add +54.8% 684 $11K
Fortitude Family Office, LLC 0.00% No change 678 $11K
Fifth Third Bancorp 0.00% Reduce -15.3% 661 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 543 $9K
Anchor Investment Management, LLC 0.00% No change 500 $8K
Washington Trust Advisors, Inc. 0.00% No change 497 $8K
SBI Securities Co., Ltd. 0.00% Reduce -37.5% 491 $8K
SVB Wealth LLC 0.00% New 351 $6K
Optiver Holding B.V. 0.00% Reduce -38.9% 347 $5K
IFP Advisors, Inc 0.00% Reduce -22.1% 292 $5K
Parallel Advisors, LLC 0.00% Add +7.8% 290 $5K
Northwestern Mutual Wealth Management Co. 0.00% Add +33.2% 257 $4K
High Note Wealth, LLC 0.00% Reduce -8.7% 242 $4K
Larson Financial Group LLC 0.00% Add +727.6% 240 $4K
Quarry LP 0.00% New 238 $4K
Rothschild Investment LLC 0.00% Add +33.3% 220 $3K
CIBC Private Wealth Group LLC 0.00% Reduce -86.1% 305 $3K
Covestor Ltd 0.00% Reduce -85.3% 219 $3K
Harbour Investments, Inc. 0.00% No change 189 $3K
Bellevue Asset Management, LLC 0.00% No change 188 $3K
Hemington Wealth Management 0.00% Add +23.6% 136 $2K
Bell Investment Advisors, Inc 0.00% Add +33.7% 111 $2K
Jones Financial Companies LLLP 0.00% Add +85.5% 102 $2K
Parkside Financial Bank & Trust 0.00% Add +426.3% 100 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.6% 92 $1K
CENTRAL TRUST Co 0.00% No change 91 $1K
Versant Capital Management, Inc 0.00% Reduce -75.0% 79 $1K
Bare Financial Services, Inc 0.00% New 78 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -38.0% 75 $1K
Private Wealth Management Group, LLC 0.00% Reduce -60.4% 74 $1K
Farmers & Merchants Investments Inc. 0.00% No change 65 $1K
Ancora Advisors LLC 0.00% New 64 $1K
Picton Mahoney Asset Management 0.00% No change 59 $1K
CX Institutional 0.00% New 87 $1K
Geneos Wealth Management Inc. 0.00% New 61 $966
Arax Advisory Partners 0.00% Reduce -96.0% 60 $950
CVA Family Office, LLC 0.00% New 58 $918
AlphaQuest LLC 0.00% New 56 $886
Stephens Consulting, LLC 0.00% New 50 $792
Federation des caisses Desjardins du Quebec 0.00% No change 50 $792
Allworth Financial LP 0.00% Reduce -94.5% 56 $682
Medallion Wealth Advisors, LLC 0.00% No change 41 $650
Rialto Wealth Management, LLC 0.00% New 35 $555
Amundi 0.00% New 42 $551
SJS Investment Consulting Inc. 0.00% Reduce -27.0% 27 $428
DiNuzzo Private Wealth, Inc. 0.00% Add +17.4% 27 $428
Prestige Wealth Management Group LLC 0.00% New 26 $412
Independence Bank of Kentucky 0.00% New 25 $396
Global Financial Private Client, LLC 0.00% Add +120.0% 22 $348
WealthTrak Capital Management LLC 0.00% New 20 $317
Grove Bank & Trust 0.00% Reduce -38.1% 13 $206
Abound Wealth Management 0.00% No change 9 $143
Parkworth Wealth Management, Inc. 0.00% No change 4 $63
Bay Harbor Wealth Management, LLC 0.00% New 4 $63
HFM Investment Advisors, LLC 0.00% — 3 $48
True Wealth Design, LLC 0.00% New 2 $32

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