Liberty Energy Ownership | Who Owns Liberty Energy?
Liberty Energy Ownership Summary
Liberty Energy is owned by 22.05% institutional investors, 3.65% insiders, and 74.30% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.94% of LBRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.95% of its assets in Liberty Energy shares.
LBRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Liberty Energy | 22.05% | 3.65% | 74.30% |
| Sector | Energy Stocks | 14147.52% | 14.03% | -14061.55% |
| Industry | Oil & Gas Equipment & Services Stocks | 47.70% | 12.52% | 39.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 24.18M | 14.94% | $298.38M |
| Vanguard group | 18.00M | 11.12% | $222.10M |
| Dimensional fund advisors lp | 8.61M | 5.32% | $106.28M |
| Franklin resources | 8.58M | 5.30% | $105.83M |
| American century companies | 7.81M | 4.82% | $96.37M |
| State street | 6.99M | 4.32% | $86.26M |
| Fmr | 4.30M | 2.65% | $53.02M |
| Macquarie group | 4.20M | 2.60% | $51.85M |
| Geode capital management | 3.80M | 2.35% | $46.85M |
| Charles schwab investment management | 3.08M | 1.90% | $38.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impala asset management | 146.56K | 2.36% | $2.92M |
| Callodine capital management, lp | 2.09M | 2.26% | $25.78M |
| Towle | 609.65K | 1.90% | $7.52M |
| Geosphere capital management | 150.00K | 1.41% | $1.85M |
| Qsv equity investors | 94.44K | 1.19% | $1.17M |
| Palogic value management | 155.00K | 0.77% | $1.91M |
| Corecommodity management | 330.78K | 0.74% | $4.08M |
| Cooper creek partners management | 1.81M | 0.68% | $22.34M |
| Discovery capital management, llc / ct | 904.20K | 0.61% | $11.16M |
| Summerhaven investment management | 67.92K | 0.49% | $838.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | 8.58M | 0.03% | 3.77M |
| Cooper creek partners management | 1.81M | 0.68% | 1.81M |
| American century companies | 7.81M | 0.05% | 1.72M |
| Point72 asset management | 1.59M | 0.03% | 1.59M |
| Ensign peak advisors | 1.53M | 0.03% | 1.48M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.30M | 0.00% | -2.18M |
| Sourcerock group | - | - | -2.06M |
| Balyasny asset management | 169.00K | 0.00% | -2.06M |
| Merewether investment management, lp | - | - | -1.85M |
| Macquarie group | 4.20M | 0.06% | -1.57M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cooper creek partners management | 1.81M | 0.68% | 1.81M | $22.34M |
| Point72 asset management | 1.59M | 0.03% | 1.59M | $19.67M |
| Discovery capital management, llc / ct | 904.20K | 0.61% | 904.20K | $11.16M |
| Alyeska investment group | 633.30K | 0.02% | 633.30K | $7.81M |
| Yaupon capital management lp | 610.59K | 0.29% | 610.59K | $7.53M |
Sold Out
| Holder | Change |
|---|---|
| Hfm investment advisors | -4.00 |
| Sjs investment consulting | -6.00 |
| Assetmark | -6.00 |
| Creekmur asset management | -7.00 |
| Wealthtrak capital management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 123 | -62.95% | 35,694,234 | -75.83% | 22 | 0.26% | 68 | -63.83% | 40 | -58.33% |
| Jun 30, 2025 | 336 | 2.75% | 155,440,124 | -0.27% | 96 | 1.04% | 189 | 21.94% | 97 | -24.22% |
| Mar 31, 2025 | 325 | -4.13% | 155,749,535 | -5.78% | 96 | 0.93% | 153 | -4.38% | 128 | 3.23% |
| Dec 31, 2024 | 335 | 3.08% | 165,095,919 | -5.67% | 101 | 0.90% | 156 | -9.30% | 124 | 16.98% |
| Sep 30, 2024 | 324 | -4.42% | 175,014,210 | 3.57% | 106 | 1.03% | 171 | 1.18% | 107 | -13.01% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9.63M | 5.95% | - |
| Pacer US Small Cap Cash Cows 100 ETF | 5.50M | 3.39% | -40.00K |
| Avantis US Small Cap Value ETF | 5.41M | 3.34% | 11.30K |
| Vanguard Total Stock Mkt Idx Inv | 4.86M | 3.00% | -177.51K |
| Vanguard US Total Market Shares ETF | 4.81M | 2.96% | 4.25K |
| iShares Russell 2000 ETF | 3.81M | 2.35% | - |
| Vanguard Small Cap Index | 3.74M | 2.31% | -11.54K |
| Macquarie Small Cap Core I | 2.44M | 1.50% | -182.93K |
| Vanguard Small Cap Value Index Inv | 2.41M | 1.49% | 10.46K |
| Franklin US Small Cap Value Equity | 2.36M | 1.46% | -11.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 02, 2025 | Stock Michael | Chief Financial Officer | Sell | $80.00K |
| Mar 03, 2025 | Stock Michael | Chief Financial Officer | Sell | $85.72K |
| Feb 03, 2025 | Stock Michael | Chief Financial Officer | Sell | $179.38K |
| Jan 16, 2025 | Stock Michael | Chief Financial Officer | Sell | $115.02K |
| Jan 02, 2025 | Stock Michael | Chief Financial Officer | Sell | $416.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 15 |
| 2024 Q3 | - | 14 |
| 2024 Q2 | - | 16 |
LBRT Ownership FAQ
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