LIBERTY ENERGY INC LBRT
COM CL A · Common Stock · CUSIP 53115L104 · ISIN US53115L1044
American onshore oilfield services company
- SectorEnergy
- IndustryOil & Gas Field Services, NEC
- HeadquartersDenver, CO
- Websitelibertyenergy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.82. Options: 8 managers hold calls ($7.2m notional), 5 hold puts ($2.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 213 |
| Q4 2022 | 249 |
| Q1 2023 | 259 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 143 | 100 |
| Q1 2023 | 158 | 100 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.8m | $833.0k | 0.29 |
| Q4 2022 | $7.3m | $1.7m | 0.24 |
| Q1 2023 | $7.2m | $2.0m | 0.27 |
Biggest buyers
| FMR LLC | Added | +10.1m |
| MACQUARIE GROUP LTD | Added | +5.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +2.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.6m |
| VANGUARD GROUP INC | Added | +1.2m |
| Brandywine Global Investment Management, LLC | New | +937.6k |
| Alyeska Investment Group, L.P. | Added | +912.3k |
| MORGAN STANLEY | Added | +875.1k |
| FRANKLIN RESOURCES INC | Added | +790.3k |
| GLENMEDE TRUST CO NA | New | +777.7k |
Biggest sellers
| JFG Wealth Management, LLC | Sold out | -2.9m |
| Bank of New York Mellon Corp | Reduced | -1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.8m |
| SIR Capital Management, L.P. | Reduced | -1.1m |
| VAN ECK ASSOCIATES CORP | Reduced | -872.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -639.4k |
| T. Rowe Price Investment Management, Inc. | Reduced | -627.1k |
| TOWLE & CO | Reduced | -548.1k |
| Connor, Clark & Lunn Investment Management Ltd. | Sold out | -543.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -477.6k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $2.3m177.3k shares |
| SIMPLEX TRADING, LLC | Added | $1.6m128.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m90.1k shares |
| CITADEL ADVISORS LLC | Added | $910.8k71.1k shares |
| JANE STREET GROUP, LLC | Added | $708.4k55.3k shares |
| PEAK6 Investments LLC | New | $448.4k35.0k shares |
| Canoe Financial LP | First filing | $105.0k3.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $805.7k62.9k shares |
| GROUP ONE TRADING LLC | Added | $594.4k46.4k shares |
| CITADEL ADVISORS LLC | Added | $522.6k40.8k shares |
| SIMPLEX TRADING, LLC | Added | $57.0k4.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-28 | 14.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $5.7m | — |
| Q1 2022 | 0 | — | 1 | $1.7m | — |
| Q2 2022 | 0 | — | 4 | $3.1m | — |
| Q3 2022 | 0 | — | 3 | $1.6m | — |
| Q4 2022 | 0 | — | 2 | $3.9m | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 32.0m $409.7m | Added +10.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.1m $245.1m | Added +1.2m |
| BlackRock Inc. 0.01% of their portfolio | 13.3m $170.9m | Added +52.5k |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 10.0m $128.6m | Reduced -627.1k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 8.1m $103.6m | Added +5.2m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 7.5m $96.4m | Added +2.4m |
| VAN ECK ASSOCIATES CORP 0.18% of their portfolio | 6.1m $77.6m | Reduced -872.7k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 4.6m $58.6m | Added +1.6m |
| STATE STREET CORP 0.00% of their portfolio | 4.4m $56.8m | Added +622.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 3.6m $46.3m | Added +790.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.7m $34.1m | Added +37.7k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 2.4m $30.9m | Added +68.4k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 2.4m $30.9m | Added +55.5k |
| EAGLE ASSET MANAGEMENT INC 0.18% of their portfolio | 2.3m $30.0m | Reduced -143.8k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 2.2m $28.3m | Added +206.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.8m $23.4m | Added +282.6k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.8m $23.4m | Added +717.4k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.8m $22.9m | Reduced -149.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $22.6m | Reduced -22.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.7m $21.4m | Added +133.3k |
| TOWLE & CO 2.81% of their portfolio | 1.6m $20.0m | Reduced -548.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $19.6m | Added +875.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $17.9m | Added +421.0k |
| Alyeska Investment Group, L.P. 0.15% of their portfolio | 1.3m $17.0m | Added +912.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $16.9m | Added +749.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.3m $16.7m | Added +194.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $15.6m | Reduced -1.9m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 1.1m $13.5m | Added +131.9k |
| OAKMONT Corp 1.73% of their portfolio | 1.0m $12.9m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 1.0m $12.9m | Added +327.8k |
| GENDELL JEFFREY L 1.16% of their portfolio | 963.7k $12.3m | Reduced -237.9k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 937.6k $12.0m | New |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 777.7k $10.0m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 768.7k $9.8m | Reduced -144.2k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.16% of their portfolio | 766.3k $9.8m | Reduced -95.3k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 749.9k $9.6m | Added +537.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 742.2k $9.5m | Reduced -7.9k |
| NORGES BANK 0.00% of their portfolio | 676.9k $8.7m | Reduced -282.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 620.1k $7.9m | Added +1.8k |
| ALGERT GLOBAL LLC 0.37% of their portfolio | 613.7k $7.9m | Added +188.3k |
| Sapience Investments, LLC 1.75% of their portfolio | 591.4k $7.6m | Added +81.8k |
| LONE PEAK GLOBAL INVESTORS LLC 2.25% of their portfolio | 570.9k $7.3m | Added +21.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 561.2k $7.2m | Reduced -639.4k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 551.6k $7.1m | Reduced -210.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 547.9k $7.0m | Reduced -25.4k |
| Woodson Capital Management, LP 1.18% of their portfolio | 525.0k $6.7m | New |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 511.5k $6.6m | New |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 500.7k $6.4m | Added +669 |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.19% of their portfolio | 468.4k $6.0m | Reduced -30.5k |
| ZACKS INVESTMENT MANAGEMENT 0.08% of their portfolio | 467.6k $6.0m | Added +225.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 459.4k $5.9m | Added +97.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 418.6k $5.4m | New |
| Ergoteles LLC 0.21% of their portfolio | 417.4k $5.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 405.5k $5.2m | Reduced -8.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 404.0k $5.2m | Added +61.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 390.3k $5.0m | Added +7.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 388.5k $5.0m | Added +35.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 386.9k $5.0m | Added +33.7k |
| Empowered Funds, LLC 0.28% of their portfolio | 365.3k $4.7m | New |
| Hillsdale Investment Management Inc. 0.39% of their portfolio | 356.5k $4.6m | Added +38.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 355.2k $4.5m | Added +20.6k |
| Jump Financial, LLC 0.18% of their portfolio | 354.1k $4.5m | Added +206.2k |
| Squarepoint Ops LLC 0.03% of their portfolio | 345.3k $4.4m | Added +40.7k |
| SIR Capital Management, L.P. 0.45% of their portfolio | 328.2k $4.2m | Reduced -1.1m |
| Trexquant Investment LP 0.11% of their portfolio | 321.6k $4.1m | New |
| Swiss National Bank 0.00% of their portfolio | 275.2k $3.5m | Reduced -40.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 271.1k $3.5m | New |
| Roumell Asset Management, LLC 7.69% of their portfolio | 265.0k $3.4m | New |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 240.6k $3.1m | Reduced -99.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 230.3k $3.0m | Reduced -10 |
| Apollon Wealth Management, LLC 0.18% of their portfolio | 228.7k $2.9m | Reduced -4.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 220.6k $2.8m | Reduced -1.8m |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 218.5k $2.8m | Added +62.7k |
| CastleKnight Management LP 0.70% of their portfolio | 215.3k $2.8m | Added +42.2k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 211.0k $2.7m | Added +7.5k |
| CoreCommodity Management, LLC 0.73% of their portfolio | 199.3k $2.6m | Added +117.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 198.4k $2.5m | Reduced -3.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 195.6k $2.5m | Added +32.9k |
| Man Group plc 0.01% of their portfolio | 192.5k $2.5m | New |
| BRIDGER MANAGEMENT, LLC 0.90% of their portfolio | 188.0k $2.4m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 178.0k $2.3m | Added +473 |
| Graham Capital Management, L.P. 0.08% of their portfolio | 175.7k $2.3m | Added +12.5k |
| Impala Asset Management LLC 1.91% of their portfolio | 175.0k $2.2m | New |
| TD Asset Management Inc 0.00% of their portfolio | 167.6k $2.1m | Reduced -18.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 167.2k $1.8m | Added +79.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 163.9k $2.1m | Unchanged |
| STRS OHIO 0.00% of their portfolio | 162.9k $2.1m | Added +103.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 162.1k $2.1m | Reduced -7.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 160.4k $2.1m | Added +8.4k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 156.2k $2.0m | Added +4.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 156.0k $2.0m | Added +15.4k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 155.1k $2.0m | Added +2.5k |
| PLUSTICK MANAGEMENT LLC 1.75% of their portfolio | 155.0k $2.0m | Reduced -95.0k |
| GMT Capital Corp 0.08% of their portfolio | 151.0k $1.9m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 150.0k $1.9m | Added +35.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 137.5k $1.8m | Added +63.4k |
| Pearl River Capital, LLC 0.28% of their portfolio | 136.6k $1.7m | Reduced -21.6k |
| Clark Capital Management Group, Inc. 0.02% of their portfolio | 133.4k $1.7m | Added +46.1k |
| South Dakota Investment Council 0.03% of their portfolio | 128.3k $1.6m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 128.1k $1.6m | Reduced -195.1k |