Liberty Energy Ownership | Who Owns Liberty Energy?

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Liberty Energy Ownership Summary

Liberty Energy is owned by 106.24% institutional investors, 3.21% insiders. Pacer advisors is the largest institutional shareholder, holding 3.87% of LBRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in Liberty Energy shares.

LBRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Liberty Energy	106.24%	3.21%	-9.45%
Sector	Energy Stocks	58.93%	12.79%	28.28%
Industry	Oil & Gas Equipment & Services Stocks	74.21%	8.13%	17.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pacer advisors	6.37M	3.87%	$126.65M
Canoe financial lp	2.45M	1.49%	$48.70M
Hennessy advisors	482.00K	0.29%	$9.59M
Empowered funds	153.84K	0.09%	$3.06M
Miller howard investments inc /ny	133.17K	0.08%	$2.65M
Apollon wealth management	128.26K	0.08%	$2.55M
Ritholtz wealth management	106.73K	0.06%	$2.12M
Harbor capital advisors	82.22K	0.05%	$1.64M
Exchange traded concepts	56.23K	0.03%	$1.12M
Empirical finance	54.15K	0.03%	$1.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Canoe financial lp	2.45M	0.79%	$48.70M
Andina capital management	18.95K	0.31%	$376.86K
Hennessy advisors	482.00K	0.29%	$9.59M
Pacer advisors	6.37M	0.27%	$126.65M
Miller howard investments inc /ny	133.17K	0.09%	$2.65M
Entropy technologies, lp	37.53K	0.08%	$746.49K
Harbor capital advisors	82.22K	0.07%	$1.64M
Ritholtz wealth management	106.73K	0.06%	$2.12M
Empirical finance	54.15K	0.06%	$1.08M
Apollon wealth management	128.26K	0.06%	$2.55M

Top Buyers

Holder	Shares	% Assets	Change
Miller howard investments inc /ny	133.17K	0.09%	101.14K
Cooper financial group	10.50K	0.03%	10.50K
Sumitomo mitsui trust	31.30K	0.00%	6.78K
Spire wealth management	3.00K	0.00%	3.00K
Exchange traded concepts	56.23K	0.02%	2.98K

Top Sellers

Holder	Shares	% Assets	Change
Hennessy advisors	482.00K	0.29%	-1.77M
Canoe financial lp	2.45M	0.79%	-1.68M
Pacer advisors	6.37M	0.27%	-644.79K
Cardinal point capital management, ulc	-	-	-400.00K
Empowered funds	153.84K	0.04%	-341.74K

New Positions

Holder	Shares	% Assets	Change	Value
Cooper financial group	10.50K	0.03%	10.50K	$208.76K
Spire wealth management	3.00K	0.00%	3.00K	$59.71K
Grove bank & trust	21.00	0.00%	21.00	$418.00
Skopos labs	1.00	-	1.00	$20.00

Sold Out

Holder	Change
Sg americas securities	-10.77K
Alphamark advisors	-15.34K
Verity asset management	-19.73K
Cx institutional	-113.68K
Cardinal point capital management, ulc	-400.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	324	-4.42%	175,014,210	3.57%	106	1.03%	171	1.18%	107	-13.01%
Jun 30, 2024	339	-0.59%	168,983,817	-0.13%	101	0.98%	169	-10.11%	123	11.82%
Mar 31, 2024	341	7.23%	169,209,692	2.68%	101	1.11%	188	9.94%	110	-6.78%
Dec 31, 2023	318	18.66%	164,790,714	-0.10%	95	1.02%	171	11.04%	118	31.11%
Sep 30, 2023	268	-0.74%	164,955,002	5.51%	97	1.19%	154	-1.91%	90	3.45%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	10.55M	6.46%	4.79K
Pacer US Small Cap Cash Cows 100 ETF	6.37M	3.90%	-20.72K
Vanguard Total Stock Mkt Idx Inv	4.62M	2.83%	5.48K
Avantis US Small Cap Value ETF	4.58M	2.80%	1.31K
iShares Russell 2000 ETF	4.25M	2.60%	-16.32K
Vanguard Small Cap Index	3.75M	2.29%	-6.03K
Fidelity Small Cap Value Fund	3.29M	2.01%	250.00K
Fidelity Series Small Cap Opps	2.63M	1.61%	-860.62K
Vanguard Institutional Extnd Mkt Idx Tr	2.47M	1.51%	48.87K
Fidelity Stock Selector Small Cap	2.46M	1.50%	118.80K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 16, 2025	Stock Michael	Chief Financial Officer	Sell	$115.02K
Jan 02, 2025	Stock Michael	Chief Financial Officer	Sell	$416.48K
Jan 03, 2025	Wright Christopher A	Chairman of the Board and CEO	Sell	$416.00K
Jan 02, 2025	Wright Christopher A	Chairman of the Board and CEO	Sell	$416.00K
Dec 30, 2024	Stock Michael	Chief Financial Officer	Sell	$97.55K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	15
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 106.24%, followed by 3.21% insiders and -9.45% retail investors. The average institutional ownership in Liberty Energy's industry, Oil & Gas Equipment & Services Stocks, is 74.21%, which Liberty Energy exceeds.

Who owns the most shares of Liberty Energy?

Liberty Energy’s largest shareholders are Pacer advisors (6.37M shares, 3.87%), Canoe financial lp (2.45M shares, 1.49%), and Hennessy advisors (482K shares, 0.29%). Together, they hold 5.64% 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?

Canoe financial lp is Liberty Energy’s biggest shareholder by percentage of total assets invested, with 0.79% of its assets in 2.45M Liberty Energy shares, valued at 48.7M$.

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 6.46% of its total shares outstanding invested in 10.55M Liberty Energy shares.

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