Who owns LBRT (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-Q1 13F filings. 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
The tracked-fund tape on LBRT is one-sided between 2025-Q4 and 2026-Q1: 196 added or opened and 58 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 392 tracked filers holding LBRT, 230 increased or opened the position and 175 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 50
- VANGUARD PORTFOLIO MANAGEMENT LLC$303M
- VANGUARD CAPITAL MANAGEMENT LLC$201M
- FULLER & THALER ASSET MANAGEMENT, INC.$71M
- Value Aligned Research Advisors, LLC$36M
- VANGUARD FIDUCIARY TRUST CO$30M
- MACKENZIE FINANCIAL CORP$14M
Full exits 30
- VANGUARD GROUP INC$311M
- Callodine Capital Management, LP$42M
- Goodlander Investment Management, LLC$36M
- Webs Creek Capital Management LP$28M
- Forest Avenue Capital Management LP$26M
- Sourcerock Group LLC$19M
Largest adds
- BlackRock, Inc.$198M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$119M
- DIMENSIONAL FUND ADVISORS LP$103M
- T. Rowe Price Investment Management, Inc.$91M
- AMERICAN CENTURY COMPANIES INC$88M
- STATE STREET CORP$71M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
- MILLENNIUM MANAGEMENT LLC$18M
- Qube Research & Technologies Ltd$17M
- COOPER CREEK PARTNERS MANAGEMENT LLC$14M
- BALYASNY ASSET MANAGEMENT L.P.$11M
- Empyrean Capital Partners, LP$11M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 22,483,333 | $648M | 12.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,521,868 | $303M | 5.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 9,233,668 | $266M | 5.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 7,699,332 | $222M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,992,802 | $201M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 6,876,807 | $198M | 3.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 4,431,125 | $128M | 2.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 3,967,022 | $114M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,912,445 | $113M | 2.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,806,233 | $110M | 2.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 3,403,311 | $98M | 1.9% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 3,302,846 | $95M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,028,089 | $87M | 1.7% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 2,706,076 | $78M | 1.5% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 2,494,222 | $72M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,478,039 | $72M | 1.4% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 2,478,018 | $71M | 1.4% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 2,403,098 | $69M | 1.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,257,537 | $65M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,968,628 | $57M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,767,487 | $51M | 1.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,756,296 | $51M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,630,714 | $47M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,624,716 | $47M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,610,303 | $46M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,493,731 | $43M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,477,215 | $43M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,289,239 | $37M | 0.7% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 1,274,139 | $37M | 0.7% | 2026-Q1 |
| Value Aligned Research Advisors, LLC new | 1,264,006 | $36M | 0.7% | 2026-Q1 |
| FMR LLC added | 1,237,808 | $36M | 0.7% | 2026-Q1 |
| UBS Group AG added | 1,219,624 | $35M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,141,848 | $33M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 1,098,341 | $32M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 1,087,361 | $31M | 0.6% | 2026-Q1 |
| SIR Capital Management, L.P. added | 1,073,065 | $31M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,055,697 | $30M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,042,177 | $30M | 0.6% | 2026-Q1 |
| Merewether Investment Management, LP added | 1,031,575 | $30M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 983,706 | $28M | 0.6% | 2026-Q1 |
| Boston Partners added | 884,092 | $25M | 0.5% | 2026-Q1 |
| Driehaus Capital Management LLC added | 870,134 | $25M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 865,145 | $25M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 835,438 | $24M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 831,949 | $24M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 820,205 | $24M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 791,719 | $23M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 785,107 | $23M | 0.4% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP trimmed | 767,182 | $22M | 0.4% | 2026-Q1 |
| GENDELL JEFFREY L trimmed | 750,000 | $22M | 0.4% | 2026-Q1 |
| South Dakota Investment Council trimmed | 747,194 | $22M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 736,108 | $21M | 0.4% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 726,090 | $21M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 721,861 | $21M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 683,985 | $20M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 676,544 | $19M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 691,818 | $19M | 0.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 656,190 | $19M | 0.4% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC trimmed | 629,752 | $18M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 579,762 | $17M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 492,443 | $14M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 485,859 | $14M | 0.3% | 2026-Q1 |
| NATIXIS added | 472,600 | $14M | 0.3% | 2026-Q1 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 470,934 | $14M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 466,859 | $13M | 0.3% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 458,762 | $13M | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 447,431 | $13M | 0.3% | 2026-Q1 |
| Fulcrum Asset Management LLP new | 427,054 | $12M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 406,789 | $12M | 0.2% | 2026-Q1 |
| Empyrean Capital Partners, LP trimmed | 400,000 | $12M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 390,850 | $11M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP added | 388,895 | $11M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 383,358 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 348,639 | $10M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 347,866 | $10M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 331,477 | $10M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 321,815 | $9M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 320,500 | $9M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 298,509 | $9M | 0.2% | 2026-Q1 |
| HITE Hedge Asset Management LLC added | 297,821 | $9M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 289,600 | $8M | 0.2% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 288,222 | $8M | 0.2% | 2026-Q1 |
| BOKF, NA added | 283,828 | $8M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 16,854,786 | $311M | 6.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 4,202,221 | $52M | 1.0% | 2025-Q3 stale |
| Callodine Capital Management, LP added | 2,288,934 | $42M | 0.8% | 2025-Q4 stale |
| Goodlander Investment Management, LLC new | 1,950,000 | $36M | 0.7% | 2025-Q4 stale |
| Webs Creek Capital Management LP new | 1,518,300 | $28M | 0.5% | 2025-Q4 stale |
| Forest Avenue Capital Management LP new | 1,384,217 | $26M | 0.5% | 2025-Q4 stale |
| Sourcerock Group LLC trimmed | 1,002,402 | $19M | 0.4% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 986,021 | $12M | 0.2% | 2025-Q3 stale |
| CLIFFORD CAPITAL PARTNERS LLC trimmed | 766,511 | $12M | 0.2% | 2025-Q1 stale |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT new | 904,200 | $11M | 0.2% | 2025-Q3 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 570,790 | $11M | 0.2% | 2025-Q4 stale |
| Situational Awareness LP new | 567,200 | $10M | 0.2% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 904,122 | $10M | 0.2% | 2025-Q2 stale |
| LSV ASSET MANAGEMENT trimmed | 802,900 | $9M | 0.2% | 2025-Q2 stale |
| Nishkama Capital, LLC new | 494,991 | $9M | 0.2% | 2025-Q4 stale |
| Clearline Capital LP new | 444,453 | $8M | 0.2% | 2025-Q4 stale |
| Penn Capital Management Company, LLC added | 516,789 | $8M | 0.2% | 2025-Q1 stale |
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.