Who owns Liberty Energy (LBRT)
Which tracked institutional funds hold LBRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LBRT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
79 tracked funds added or opened LBRT while 141 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LBRT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LBRT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LBRT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 379 tracked filers holding LBRT, 205 increased or opened the position and 224 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LBRT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$20M
- TORONTO DOMINION BANK$15M
- OMERS ADMINISTRATION Corp$13M
- Allianz Asset Management GmbH$13M
- ANTIPODES PARTNERS Ltd$9M
- Longaeva Partners L.P.$7M
Full exits 43
- T. Rowe Price Investment Management, Inc.$110M
- Holocene Advisors, LP$37M
- Value Aligned Research Advisors, LLC$36M
- South Dakota Investment Council$22M
- COOPER CREEK PARTNERS MANAGEMENT LLC$18M
- WELLINGTON MANAGEMENT GROUP LLP$14M
Largest adds
- BlackRock, Inc.$74M
- UBS Group AG$55M
- Invesco Ltd.$39M
- BALYASNY ASSET MANAGEMENT L.P.$27M
- MILLENNIUM MANAGEMENT LLC$26M
- FRONTIER CAPITAL MANAGEMENT CO LLC$26M
Largest trims
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$94M
- AMERICAN CENTURY COMPANIES INC$40M
- FMR LLC$25M
- Merewether Investment Management, LP$25M
- SIR Capital Management, L.P.$23M
- Ensign Peak Advisors, Inc$22M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 27,552,623 | $722M | 16.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,155,633 | $292M | 6.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 9,422,892 | $247M | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 7,074,089 | $185M | 4.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,071,270 | $185M | 4.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 6,927,445 | $181M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,598,972 | $120M | 2.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 4,234,025 | $111M | 2.5% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 3,720,666 | $97M | 2.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 3,648,861 | $96M | 2.2% | 2026-Q2 |
| UBS Group AG added | 3,457,265 | $91M | 2.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 3,159,074 | $83M | 1.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,613,776 | $68M | 1.6% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,564,227 | $67M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,548,436 | $67M | 1.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,432,588 | $64M | 1.5% | 2026-Q2 |
| Invesco Ltd. added | 2,422,323 | $63M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,336,206 | $61M | 1.4% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC trimmed | 2,314,729 | $61M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,303,700 | $61M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 2,238,514 | $59M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,181,667 | $57M | 1.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 2,133,689 | $56M | 1.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 2,108,368 | $55M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,927,892 | $50M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,915,536 | $50M | 1.1% | 2026-Q2 |
| Boston Partners added | 1,779,982 | $47M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,688,119 | $44M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,644,939 | $43M | 1.0% | 2026-Q2 |
| CITIGROUP INC added | 1,610,427 | $42M | 1.0% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,402,311 | $37M | 0.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,401,121 | $37M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,379,512 | $36M | 0.8% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,371,608 | $36M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,294,068 | $34M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,182,397 | $31M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,182,111 | $31M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,151,703 | $30M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,051,488 | $28M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 990,233 | $26M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 953,634 | $25M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 932,355 | $24M | 0.6% | 2026-Q2 |
| Bridgewater Associates, LP added | 883,746 | $23M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 811,863 | $21M | 0.5% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 752,938 | $20M | 0.4% | 2026-Q2 |
| GENDELL JEFFREY L | 750,000 | $20M | 0.4% | 2026-Q2 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC new | 750,000 | $20M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 745,431 | $20M | 0.4% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 743,503 | $19M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 742,243 | $19M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 659,426 | $17M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 607,577 | $16M | 0.4% | 2026-Q2 |
| TORONTO DOMINION BANK new | 578,942 | $15M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 560,630 | $15M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 542,796 | $14M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 520,580 | $14M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 515,803 | $14M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 511,090 | $13M | 0.3% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 500,000 | $13M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 485,923 | $13M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 441,370 | $12M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 433,775 | $11M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 404,073 | $11M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 394,331 | $10M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 386,384 | $10M | 0.2% | 2026-Q2 |
| BOKF, NA added | 362,386 | $9M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 346,189 | $9M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 345,019 | $9M | 0.2% | 2026-Q2 |
| HAWK RIDGE CAPITAL MANAGEMENT LP trimmed | 336,055 | $9M | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC added | 335,702 | $9M | 0.2% | 2026-Q2 |
| NORGES BANK added | 334,486 | $9M | 0.2% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd new | 327,961 | $9M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 325,657 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 325,200 | $9M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 324,100 | $8M | 0.2% | 2026-Q2 |
| SIR Capital Management, L.P. trimmed | 297,884 | $8M | 0.2% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC added | 296,629 | $8M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. new | 284,902 | $7M | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 267,456 | $7M | 0.2% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 250,000 | $7M | 0.1% | 2026-Q2 |
| TOWLE & CO trimmed | 249,281 | $7M | 0.1% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 234,806 | $6M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 216,900 | $6M | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 216,096 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 215,730 | $6M | 0.1% | 2026-Q2 |
| Creative Planning added | 209,765 | $5M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 208,280 | $5M | 0.1% | 2026-Q2 |
| Merewether Investment Management, LP trimmed | 189,399 | $5M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 187,862 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 187,743 | $5M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 187,400 | $5M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 186,046 | $5M | 0.1% | 2026-Q2 |
| Mizuho Markets Cayman LP new | 185,547 | $5M | 0.1% | 2026-Q2 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC trimmed | 177,293 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 174,345 | $5M | 0.1% | 2026-Q2 |
| GeoSphere Capital Management, LLC added | 173,768 | $5M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 172,665 | $5M | 0.1% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 157,736 | $4M | 0.1% | 2026-Q2 |
| Arlington Capital Management, Inc. new | 145,908 | $4M | 0.1% | 2026-Q2 |
| STRS OHIO added | 145,000 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.