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Liberty Energy Ownership | Who Owns Liberty Energy?

OverviewForecastRevenueFinancialsChartTranscripts

Liberty Energy Ownership Summary

Liberty Energy is owned by 101.38% institutional investors, 3.69% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.32% of LBRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.17% of its assets in Liberty Energy shares.

LBRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLiberty Energy101.38%3.69%-5.06%
SectorEnergy Stocks 44.66%13.80%41.54%
IndustryOil & Gas Equipment & Services Stocks54.65%11.64%33.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de26.88M16.32%$534.73M
Vanguard group17.32M10.51%$344.40M
Fmr15.20M9.23%$302.40M
Dimensional fund advisors lp9.90M6.01%$197.01M
State street6.97M4.28%$138.55M
Macquarie group6.66M4.04%$132.50M
Pacer advisors6.37M3.87%$126.65M
American century companies5.18M3.14%$102.99M
Franklin resources4.83M2.93%$96.04M
Geode capital management3.73M2.26%$74.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clifford capital partners767.28K3.16%$15.26M
Impala asset management146.56K2.36%$2.92M
Towle676.50K2.31%$13.46M
Geosphere capital management125.00K1.16%$2.49M
Sapience investments91.47K1.06%$1.82M
Aurora investment counsel85.62K0.93%$1.70M
Canoe financial lp2.45M0.79%$48.70M
Islay capital management42.74K0.59%$850.18K
Palogic value management75.00K0.58%$1.49M
Corecommodity management136.61K0.53%$2.72M

Top Buyers

HolderShares% AssetsChange
Franklin resources4.83M0.03%2.20M
Macquarie group6.66M0.16%1.17M
Balyasny asset management1.02M0.03%1.02M
American century companies5.18M0.06%505.63K
Manufacturers life insurance company, the2.15M0.04%480.96K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management1.99M0.02%-3.20M
Fmr15.20M0.02%-2.91M
Hennessy advisors482.00K0.29%-1.77M
Canoe financial lp2.45M0.79%-1.68M
Aventail capital group, lp---1.12M

New Positions

HolderShares% AssetsChangeValue
Balyasny asset management1.02M0.03%1.02M$20.34M
Norges bank409.23K0.00%409.23K$8.14M
Caxton associates lp380.59K0.24%380.59K$7.57M
Raymond james financial341.48K0.00%341.48K$6.79M
Penn capital management company269.81K0.53%269.81K$5.37M

Sold Out

HolderChange
True wealth design-46.00
Sandy spring bank-310.00
Clearstead advisors-365.00
Capital performance advisors llp-746.00
Financial management professionals-1.00K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20243353.08%165,095,919-5.67%1010.90%156-9.30%12416.98%
Sep 30, 2024324-4.42%175,014,2103.57%1061.03%1711.18%107-13.01%
Jun 30, 2024339-0.59%168,983,817-0.13%1010.98%169-10.11%12311.82%
Mar 31, 20243417.23%169,209,6922.68%1011.11%1889.94%110-6.78%
Dec 31, 202331818.66%164,790,714-0.10%951.02%17111.04%11831.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF10.02M6.17%6.11K
Pacer US Small Cap Cash Cows 100 ETF5.50M3.39%-40.00K
Vanguard US Total Market Shares ETF4.81M2.96%4.25K
Avantis US Small Cap Value ETF4.77M2.94%5.00K
Vanguard Total Stock Mkt Idx Inv4.63M2.85%3.59K
iShares Russell 2000 ETF4.17M2.57%-36.13K
Vanguard Small Cap Index3.76M2.31%3.10K
Fidelity Small Cap Value Fund3.56M2.19%-
Fidelity Stock Selector Small Cap3.03M1.87%308.40K
Fidelity Series Small Cap Opps2.60M1.60%120.70K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 02, 2025Stock Michael Chief Financial OfficerSell$80.00K
Mar 03, 2025Stock Michael Chief Financial OfficerSell$85.72K
Feb 03, 2025Stock Michael Chief Financial OfficerSell$179.38K
Jan 16, 2025Stock Michael Chief Financial OfficerSell$115.02K
Jan 02, 2025Stock Michael Chief Financial OfficerSell$416.48K

Insider Transactions Trends

DateBuySell
2025 Q2-1
2025 Q1-6
2024 Q4-15
2024 Q3-14
2024 Q2-16

LBRT Ownership FAQ

Who Owns Liberty Energy?

Liberty Energy shareholders are primarily institutional investors at 101.38%, followed by 3.69% insiders and -5.07% retail investors. The average institutional ownership in Liberty Energy's industry, Oil & Gas Equipment & Services Stocks, is 54.65%, which Liberty Energy exceeds.

Who owns the most shares of Liberty Energy?

Liberty Energy’s largest shareholders are Blackrock funding, inc. /de (26.88M shares, 16.32%), Vanguard group (17.32M shares, 10.51%), and Fmr (15.2M shares, 9.23%). Together, they hold 36.06% of Liberty Energy’s total shares outstanding.

Does Blackrock own Liberty Energy?

BlackRock is not among the top 10 institutional shareholders of Liberty Energy.

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

Clifford capital partners is Liberty Energy’s biggest shareholder by percentage of total assets invested, with 3.16% of its assets in 767.28K Liberty Energy shares, valued at 15.26M$.

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 6.17% of its total shares outstanding invested in 10.02M Liberty Energy shares.

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