DaveManuel.com · Institutional Ownership · Who Owns It
LIBERTY ENERGY INC (LBRT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
413
Reporting holders
$4.9B
Reported value
1.9%
Calls
0.9%
Puts
+14
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $721.6M | 27,552,623 | 0.01% | 8q | +7.2%+$48.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $292.2M | 11,155,633 | 0.01% | 2q | +6.0%+$16.6M |
| DIMENSIONAL FUND ADVISORS LP | $246.8M | 9,422,892 | 0.04% | 30q | +2.0%+$5.0M |
| STATE STREET CORP | $185.3M | 7,074,089 | 0.01% | 31q | +2.9%+$5.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $185.2M | 7,071,270 | 0.00% | 2q | +1.1%+$2.1M |
| AMERICAN CENTURY COMPANIES INC | $181.4M | 6,927,445 | 0.08% | 17q | -10.0%-$20.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $120.5M | 4,598,972 | 0.01% | 31q | +17.5%+$18.0M |
| FRANKLIN RESOURCES INC | $110.9M | 4,234,025 | 0.02% | 31q | +6.7%+$7.0M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $97.4M | 3,720,666 | 0.91% | 3q | +49.2%+$32.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $95.6M | 3,648,861 | 0.14% | 3q | +7.2%+$6.4M |
| UBS Group AG | $90.5M | 3,457,265 | 0.01% | 28q | +183.5%+$58.6M |
| T. Rowe Price Investment Management, Inc. | $90.1M | 3,440,087 | 0.06% | 16q | -9.6%-$9.6M |
| VAN ECK ASSOCIATES CORP | $82.7M | 3,159,074 | 0.05% | 24q | -4.4%-$3.8M |
| MILLENNIUM MANAGEMENT LLC | $68.5M | 2,613,776 | 0.02% | 6q | +76.9%+$29.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $67.2M | 2,564,227 | 0.18% | 2q | +3.5%+$2.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.7M | 2,548,436 | 0.01% | 31q | -15.8%-$12.6M |
| DEUTSCHE BANK AG\ | $63.7M | 2,432,588 | 0.02% | 34q | +38.5%+$17.7M |
| Invesco Ltd. | $63.4M | 2,422,323 | 0.01% | 31q | +115.1%+$33.9M |
| Bank of New York Mellon Corp | $61.2M | 2,336,206 | 0.01% | 31q | +32.2%+$14.9M |
| JPMORGAN CHASE & CO | $60.7M | 2,303,700 | 0.00% | 31q | -7.0%-$4.6M |
| EVENTIDE ASSET MANAGEMENT, LLC | $60.6M | 2,314,729 | 0.81% | 3q | -3.7%-$2.3M |
| MORGAN STANLEY | $58.6M | 2,238,514 | 0.00% | 34q | +13.7%+$7.1M |
| AMERIPRISE FINANCIAL INC | $57.1M | 2,181,667 | 0.01% | 31q | +34.3%+$14.6M |
| Ensign Peak Advisors, Inc | $55.9M | 2,133,689 | 0.09% | 19q | -21.2%-$15.0M |
| CITADEL ADVISORS LLC | $55.7M incl. $5.6M options CALL+PUT | 1,915,536 | 0.01% | 28q | +48.6%+$18.2M |
| D. E. Shaw & Co., Inc. | $55.2M | 2,108,368 | 0.03% | 11q | -6.6%-$3.9M |
| JANE STREET GROUP, LLC | $52.0M incl. $34.7M options CALL+PUT | 659,426 | 0.00% | 15q | -19.6%-$12.7M |
| GOLDMAN SACHS GROUP INC | $51.5M incl. $8.4M options CALL | 1,644,939 | 0.00% | 31q | +0.9%+$445.0K |
| WELLS FARGO & COMPANY/MN | $50.5M | 1,927,892 | 0.01% | 31q | +82.6%+$22.8M |
| Boston Partners | $46.6M | 1,779,982 | 0.04% | 5q | +101.3%+$23.5M |
| NORTHERN TRUST CORP | $44.2M | 1,688,119 | 0.01% | 31q | +4.8%+$2.0M |
| CITIGROUP INC | $42.2M | 1,610,427 | 0.01% | 31q | +46.6%+$13.4M |
| TORONTO DOMINION BANK | $41.4M incl. $26.2M options CALL+PUT | 578,942 | 0.05% | new | NEW |
| MACKENZIE FINANCIAL CORP | $36.7M | 1,402,311 | 0.04% | 2q | +184.8%+$23.8M |
| Balyasny Asset Management L.P. | $36.7M | 1,401,121 | 0.05% | 7q | +335.4%+$28.3M |
| BANK OF AMERICA CORP /DE/ | $36.1M | 1,379,512 | 0.00% | 31q | -7.6%-$3.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $35.9M | 1,371,608 | 0.03% | 31q | +64.2%+$14.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $33.9M | 1,294,068 | 0.02% | 5q | -70.8%-$82.2M |
| BNP PARIBAS FINANCIAL MARKETS | $31.0M | 1,182,397 | 0.01% | 31q | +63.8%+$12.1M |
| PRINCIPAL FINANCIAL GROUP INC | $31.0M | 1,182,111 | 0.02% | 21q | +3.5%+$1.1M |
| VANGUARD FIDUCIARY TRUST CO | $30.2M | 1,151,703 | 0.01% | 2q | +10.5%+$2.9M |
| Squarepoint Ops LLC | $27.5M | 1,051,488 | 0.03% | 3q | +26.4%+$5.7M |
| BARCLAYS PLC | $25.9M | 990,233 | 0.00% | 31q | +231.7%+$18.1M |
| Nuveen, LLC | $25.0M | 953,634 | 0.01% | 6q | +29.6%+$5.7M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.4M | 932,355 | 0.43% | 12q | -14.3%-$4.1M |
| Bridgewater Associates, LP | $23.1M | 883,746 | 0.09% | 11q | +312.5%+$17.5M |
| Sculptor Capital LP | $21.8M PUT | options only | 0.18% | 2q | OPTIONS |
| Connor, Clark & Lunn Investment Management Ltd. | $21.3M | 811,863 | 0.04% | 2q | +99.6%+$10.6M |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $20.7M | 789,081 | 0.49% | 4q | +25.3%+$4.2M |
| Driehaus Capital Management LLC | $19.7M | 752,938 | 0.11% | 3q | -13.5%-$3.1M |
| GENDELL JEFFREY L | $19.6M | 750,000 | 0.17% | 15q | HELD |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $19.6M | 750,000 | 0.35% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.5M incl. $17.1M options CALL+PUT | 92,383 | 0.00% | 26q | -76.4%-$63.1M |
| AQR CAPITAL MANAGEMENT LLC | $19.5M | 745,431 | 0.01% | 18q | -7.6%-$1.6M |
| NOMURA HOLDINGS INC | $19.5M | 743,503 | 0.02% | 3q | +2.4%+$456.0K |
| Empowered Funds, LLC | $19.4M | 742,243 | 0.10% | 14q | -5.5%-$1.1M |
| HRT FINANCIAL LP | $17.8M | 680,091 | 0.03% | new | NEW |
| Russell Investments Group, Ltd. | $15.9M | 607,577 | 0.01% | 28q | +58.5%+$5.9M |
| South Dakota Investment Council | $14.9M | 569,982 | 0.26% | 18q | -23.7%-$4.6M |
| Public Sector Pension Investment Board | $14.7M | 560,630 | 0.04% | 12q | -3.3%-$501.1K |
| SEI INVESTMENTS CO | $14.2M | 542,796 | 0.01% | 31q | -44.8%-$11.5M |
| ENVESTNET ASSET MANAGEMENT INC | $13.6M | 520,580 | 0.00% | 19q | -23.9%-$4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.5M | 515,803 | 0.00% | 29q | +83.1%+$6.1M |
| ROYCE & ASSOCIATES LP | $13.4M | 511,090 | 0.11% | 10q | -22.1%-$3.8M |
| OMERS ADMINISTRATION Corp | $13.1M | 500,000 | 0.08% | new | NEW |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $12.8M | 616,631 | 0.87% | 3q | +30.9%+$3.0M |
| Allianz Asset Management GmbH | $12.7M | 485,923 | 0.01% | new | NEW |
| GLENMEDE TRUST CO NA | $11.6M | 441,370 | 0.05% | 12q | -3.8%-$455.5K |
| Qube Research & Technologies Ltd | $11.4M | 433,775 | 0.01% | 5q | +76.1%+$4.9M |
| RHUMBLINE ADVISERS | $10.6M | 404,073 | 0.01% | 31q | -13.4%-$1.6M |
| FMR LLC | $10.3M | 394,331 | 0.00% | 31q | -73.1%-$28.0M |
| Voleon Capital Management LP | $10.1M | 386,384 | 0.18% | 2q | -0.6%-$65.8K |
| BOKF, NA | $9.5M | 362,386 | 0.13% | 10q | +27.7%+$2.1M |
| ALLIANCEBERNSTEIN L.P. | $9.4M | 325,657 | 0.00% | 31q | -17.3%-$2.0M |
| Lighthouse Investment Partners, LLC | $9.1M incl. $6.5M options CALL | 98,453 | 0.25% | 7q | -38.1%-$5.6M |
| Legal & General Group Plc | $9.1M | 346,189 | 0.00% | 31q | -0.7%-$64.2K |
| FIFTH THIRD BANCORP | $9.0M | 345,019 | 0.01% | 12q | +68.8%+$3.7M |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $8.8M | 336,055 | 0.28% | 4q | -56.2%-$11.3M |
| Aquatic Capital Management LLC | $8.8M | 335,702 | 0.30% | 3q | +71.5%+$3.7M |
| NORGES BANK | $8.8M | 334,486 | 0.00% | 14q | +85.4%+$4.0M |
| ANTIPODES PARTNERS Ltd | $8.6M | 327,961 | 0.16% | new | NEW |
| Swiss National Bank | $8.5M | 325,200 | 0.00% | 29q | +1.5%+$123.1K |
| ALGERT GLOBAL LLC | $8.5M | 324,100 | 0.10% | 2q | +48.4%+$2.8M |
| SIR Capital Management, L.P. | $7.8M | 297,884 | 0.90% | 3q | -72.2%-$20.3M |
| CASTLEARK MANAGEMENT LLC | $7.8M | 296,629 | 0.21% | 2q | +12.0%+$833.9K |
| Longaeva Partners L.P. | $7.5M | 284,902 | 0.16% | new | NEW |
| Daiwa Securities Group Inc. | $7.0M | 267,456 | 0.01% | new | NEW |
| Nearwater Capital Markets, Ltd | $6.5M | 250,000 | 0.11% | new | NEW |
| TOWLE & CO | $6.5M | 249,281 | 2.21% | 22q | -6.5%-$454.9K |
| GROUP ONE TRADING LLC | $6.5M CALL+PUT | options only | 0.01% | 15q | OPTIONS |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $6.1M | 234,806 | 0.07% | 11q | -18.5%-$1.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.7M | 216,900 | 0.01% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $5.7M | 216,096 | 0.19% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.7M | 215,730 | 0.00% | 29q | +19.7%+$930.0K |
| Creative Planning | $5.5M | 209,765 | 0.00% | 11q | +2.1%+$110.5K |
| TWO SIGMA INVESTMENTS, LP | $5.5M | 208,280 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $5.0M incl. $2.4M options CALL+PUT | 97,406 | 0.00% | 4q | +31.7%+$1.2M |
| Merewether Investment Management, LP | $5.0M | 189,399 | 0.09% | 3q | -81.6%-$22.1M |
| FIRST TRUST ADVISORS LP | $4.9M | 187,862 | 0.00% | 19q | -31.9%-$2.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.9M | 187,743 | 0.00% | 31q | HELD |
Showing the largest 100 of 413 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-18 | 2026-02-13 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Stock Michael | Chief Financial Officer | Sold | 19,998 | $669.5K |
| 2026-06-01 | Stock Michael | Chief Financial Officer | Sold | 13,332 | $392.8K |
| 2026-07-01 | Stock Michael | Chief Financial Officer | Sold | 9,999 | $258.9K |
| 2026-07-28 | Murti Arjun N | Director | Bought | 14,053 | $250.0K |
| 2026-10-26 | Babcock Ken | Director | Bought | 14,500 | $223.3K |
| 2026-09-01 | Stock Michael | Chief Financial Officer | Sold | 6,666 | $132.3K |
| 2026-06-02 | Stock Michael | Chief Financial Officer | Sold | 3,333 | $103.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 66 | $23.9M | 1,311,237 | 8 | 16 | 25 | 0.0% |
| Q2 2026 | 413 | $4.9B | 182,056,143 | 77 | 134 | 139 | 2.8% |
| Q1 2026 | 399 | $5.1B | 173,716,829 | 95 | 128 | 114 | 1.7% |
| Q4 2025 | 349 | $3.1B | 163,938,871 | 64 | 107 | 116 | 1.4% |
| Q3 2025 | 340 | $2.1B | 164,016,759 | 68 | 115 | 111 | 1.9% |
| Q2 2025 | 329 | $1.8B | 155,928,999 | 62 | 119 | 92 | 1.3% |
| Q1 2025 | 321 | $2.5B | 156,319,101 | 50 | 98 | 128 | 0.7% |
| Q4 2024 | 327 | $3.3B | 165,518,060 | 49 | 97 | 117 | 0.7% |
| Q3 2024 | 319 | $3.4B | 178,770,075 | 39 | 126 | 102 | 0.2% |
| Q2 2024 | 332 | $3.6B | 172,119,685 | 37 | 119 | 114 | 0.2% |
| Q1 2024 | 340 | $3.7B | 177,420,329 | 64 | 115 | 106 | 0.3% |
| Q4 2023 | 316 | $3.0B | 167,845,195 | 64 | 88 | 111 | 0.2% |
| Q3 2023 | 265 | $3.1B | 164,980,915 | 44 | 103 | 89 | 0.2% |
| Q2 2023 | 266 | $2.1B | 155,615,145 | 34 | 117 | 86 | 0.2% |
| Q1 2023 | 258 | $2.2B | 172,569,876 | 39 | 109 | 66 | 0.4% |
| Q4 2022 | 248 | $2.5B | 152,749,264 | 66 | 75 | 79 | 0.4% |
| Q3 2022 | 204 | $2.0B | 154,737,733 | 37 | 87 | 49 | 0.2% |
| Q2 2022 | 197 | $2.2B | 174,616,336 | 60 | 81 | 41 | 0.5% |
| Q1 2022 | 154 | $1.9B | 129,063,751 | 42 | 44 | 46 | 0.4% |
| Q4 2021 | 128 | $1.3B | 138,116,147 | 23 | 53 | 32 | 0.4% |
| Q3 2021 | 109 | $1.4B | 117,168,290 | 11 | 46 | 35 | 0.5% |
| Q2 2021 | 139 | $1.7B | 118,975,574 | 30 | 48 | 44 | 0.8% |
| Q1 2021 | 130 | $1.4B | 127,218,136 | 25 | 54 | 35 | 0.9% |
| Q4 2020 | 122 | $1.5B | 142,889,927 | 22 | 48 | 34 | 0.3% |
| Q3 2020 | 116 | $1.1B | 143,547,246 | 22 | 30 | 38 | 0.1% |
| Q2 2020 | 106 | $773.9M | 141,146,330 | 27 | 38 | 31 | 0.0% |
| Q1 2020 | 105 | $326.5M | 121,389,938 | 18 | 39 | 33 | 0.0% |
| Q4 2019 | 109 | $1.5B | 138,764,515 | 20 | 48 | 30 | 0.0% |
| Q3 2019 | 111 | $1.6B | 143,387,479 | 26 | 53 | 27 | 0.1% |
| Q2 2019 | 105 | $2.5B | 152,679,962 | 23 | 36 | 31 | 0.2% |
| Q1 2019 | 106 | $2.3B | 151,313,638 | 26 | 41 | 27 | 0.1% |
| Q4 2018 | 98 | $2.0B | 152,725,187 | 2 | 0 | 3 | 0.1% |