Liberty Energy Ownership | Who Owns Liberty Energy?

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Liberty Energy Ownership Summary

Liberty Energy is owned by 106.20% institutional investors, 3.24% insiders. Blackrock is the largest institutional shareholder, holding 15.20% of LBRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.45% of its assets in Liberty Energy shares.

LBRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Liberty Energy	106.20%	3.24%	-9.45%
Sector	Energy Stocks	58.70%	12.76%	28.54%
Industry	Oil & Gas Equipment & Services Stocks	72.43%	7.94%	19.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	25.27M	15.20%	$527.92M
Vanguard group	17.25M	10.38%	$360.36M
Fmr	15.48M	9.31%	$323.28M
Dimensional fund advisors lp	9.59M	5.77%	$200.28M
State street	6.49M	3.90%	$135.49M
Pacer advisors	6.05M	3.64%	$126.37M
T. rowe price investment management	5.49M	3.30%	$114.74M
Macquarie group	4.74M	2.85%	$99.01M
American century companies	3.96M	2.38%	$82.75M
Geode capital management	3.57M	2.15%	$74.64M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Roumell asset management	258.40K	10.13%	$5.40M
Impala asset management	185.00K	3.49%	$3.86M
Clifford capital partners	649.75K	2.95%	$13.57M
Towle	898.23K	2.46%	$18.76M
Sapience investments	160.24K	1.71%	$3.35M
Hennessy advisors	1.98M	1.57%	$41.39M
Canoe financial lp	3.43M	1.32%	$70.97M
Corecommodity management	143.13K	1.16%	$2.99M
Aurora investment counsel	85.72K	1.05%	$1.79M
Hara capital	47.21K	0.63%	$986.30K

Top Buyers

Holder	Shares	% Assets	Change
Fmr	15.48M	0.02%	1.92M
Price t rowe associates inc /md/	1.07M	0.00%	853.24K
Norges bank	765.01K	0.00%	765.01K
Hennessy advisors	1.98M	1.57%	642.70K
American century companies	3.96M	0.05%	594.05K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	5.49M	0.07%	-971.00K
Vanguard group	17.25M	0.01%	-736.23K
Pacer advisors	6.05M	0.29%	-711.14K
Deutsche bank ag\	1.43M	0.01%	-640.96K
Exoduspoint capital management, lp	-	-	-604.85K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	765.01K	0.00%	765.01K	$15.98M
Loomis sayles & co l p	328.88K	0.01%	328.88K	$6.87M
Concentric capital strategies, lp	143.20K	0.15%	143.20K	$2.99M
Omers administration	130.00K	0.03%	130.00K	$2.72M
Corebridge financial	93.24K	0.01%	93.24K	$1.95M

Sold Out

Holder	Change
Tfo-tdc	-7.00
Nelson, van denburg & campbell wealth management group	-33.00
Cva family office	-40.00
Denali advisors	-67.00
Harbor investment advisory	-71.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	321	-5.03%	174,961,533	3.54%	106	1.03%	169	0.60%	107	-13.01%
Jun 30, 2024	338	-0.59%	168,982,617	-0.13%	101	0.98%	168	-10.16%	123	11.82%
Mar 31, 2024	340	6.92%	169,208,592	2.68%	101	1.11%	187	8.72%	110	-6.78%
Dec 31, 2023	318	19.10%	164,790,714	0.37%	95	1.03%	172	12.42%	118	31.11%
Sep 30, 2023	267	-1.11%	164,189,991	5.02%	96	1.19%	153	-2.55%	90	3.45%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	10.53M	6.45%	9.77K
Pacer US Small Cap Cash Cows 100 ETF	6.92M	4.24%	-1.78K
Vanguard Total Stock Mkt Idx Inv	4.78M	2.92%	-27.62K
Avantis US Small Cap Value ETF	4.28M	2.62%	-
iShares Russell 2000 ETF	4.16M	2.55%	-9.35K
Vanguard Small Cap Index	3.73M	2.28%	7.30K
Fidelity Series Small Cap Opps	3.51M	2.15%	-54.20K
Canoe Energy Portfolio Class F	2.78M	1.68%	63.70K
Fidelity Small Cap Value Fund	2.69M	1.65%	990.33K
Vanguard Institutional Extnd Mkt Idx Tr	2.41M	1.47%	107.85K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2024	Stock Michael	Chief Financial Officer	Sell	$92.25K
Nov 06, 2024	Wright Christopher A	Chairman of the Board and CEO	Sell	$489.40K
Nov 07, 2024	Wright Christopher A	Chairman of the Board and CEO	Sell	$36.97K
Nov 05, 2024	Wright Christopher A	Chairman of the Board and CEO	Sell	$209.28K
Nov 01, 2024	Stock Michael	Chief Financial Officer	Sell	$86.05K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	8
2024 Q3	-	14
2024 Q2	-	16
2024 Q1	-	10
2023 Q4	-	17

LBRT Ownership FAQ

Who Owns Liberty Energy?

Liberty Energy shareholders are primarily institutional investors at 106.20%, followed by 3.24% insiders and -9.44% retail investors. The average institutional ownership in Liberty Energy's industry, Oil & Gas Equipment & Services Stocks, is 72.43%, which Liberty Energy exceeds.

Who owns the most shares of Liberty Energy?

Liberty Energy’s largest shareholders are Blackrock (25.27M shares, 15.20%), Vanguard group (17.25M shares, 10.38%), and Fmr (15.48M shares, 9.31%). Together, they hold 34.89% of Liberty Energy’s total shares outstanding.

Does Blackrock own Liberty Energy?

Yes, BlackRock owns 15.20% of Liberty Energy, totaling 25.27M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 527.92M$. In the last quarter, BlackRock decreased its holdings by -189K shares, a -0.74% change.

Who is Liberty Energy’s biggest shareholder by percentage of total assets invested?

Roumell asset management is Liberty Energy’s biggest shareholder by percentage of total assets invested, with 10.13% of its assets in 258.4K Liberty Energy shares, valued at 5.4M$.

Who is the top mutual fund holder of Liberty Energy shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Liberty Energy shares, with 6.45% of its total shares outstanding invested in 10.53M Liberty Energy shares.

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