Vault-13

LIBERTY ENERGY INC LBRT

COM CL A · Common Stock · CUSIP 53115L104 · ISIN US53115L1044

American onshore oilfield services company

259 institutional holders +10 vs Q4 2022
171,750,745171.8m shares reported held*
$2.2bnreported value*
39 new 119 added 71 reduced 29 sold out net bought ≈ $254.2m (+19.7m shares)

* 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

0100200300Q3 22: 213Q4 22: 249Q1 23: 259259Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022213
Q4 2022249
Q1 2023259

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 143 bought or addedQ4 22: 100 cut or sold outQ4 22Q1 23: 158 bought or addedQ1 23: 100 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022143100
Q1 2023158100

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 22 calls: $2.8mQ3 22 puts: $833.0kQ3 22P/C 0.29Q4 22 calls: $7.3mQ4 22 puts: $1.7mQ4 22P/C 0.24Q1 23 calls: $7.2mQ1 23 puts: $2.0mQ1 23P/C 0.27
Numbers
QuarterCallsPutsP/C
Q3 2022$2.8m$833.0k0.29
Q4 2022$7.3m$1.7m0.24
Q1 2023$7.2m$2.0m0.27

Biggest buyers

FMR LLC Added +10,055,232+10.1m
MACQUARIE GROUP LTD Added +5,213,132+5.2m
DIMENSIONAL FUND ADVISORS LP Added +2,417,129+2.4m
MILLENNIUM MANAGEMENT LLC Added +1,557,400+1.6m
VANGUARD GROUP INC Added +1,182,434+1.2m
Brandywine Global Investment Management, LLC New +937,556+937.6k
Alyeska Investment Group, L.P. Added +912,342+912.3k
MORGAN STANLEY Added +875,051+875.1k
FRANKLIN RESOURCES INC Added +790,322+790.3k
GLENMEDE TRUST CO NA New +777,661+777.7k

Biggest sellers

JFG Wealth Management, LLC Sold out -2,888,240-2.9m
Bank of New York Mellon Corp Reduced -1,912,958-1.9m
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -1,807,593-1.8m
SIR Capital Management, L.P. Reduced -1,132,438-1.1m
VAN ECK ASSOCIATES CORP Reduced -872,706-872.7k
GOLDMAN SACHS GROUP INC Reduced -639,382-639.4k
T. Rowe Price Investment Management, Inc. Reduced -627,110-627.1k
TOWLE & CO Reduced -548,110-548.1k
Connor, Clark & Lunn Investment Management Ltd. Sold out -543,877-543.9k
TWO SIGMA INVESTMENTS, LP Reduced -477,590-477.6k

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-28 14.8% 24.1m≈ $630.9m 2025-04-28
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.5% new 10.6m≈ $277.2m 2026-04-29
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.1% new 8.2m≈ $214.8m 2026-04-30

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)

BuyingSelling
404Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 2 sellingQ1 22: 0 buyingQ1 22: 1 sellingQ1 22Q2 22: 0 buyingQ2 22: 4 sellingQ3 22: 0 buyingQ3 22: 3 sellingQ3 22Q4 22: 0 buyingQ4 22: 2 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—2$5.7m—
Q1 20220—1$1.7m—
Q2 20220—4$3.1m—
Q3 20220—3$1.6m—
Q4 20220—2$3.9m—
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.02% of their portfolio BOSTON, MA 31,984,35832.0m $409.7m $409.7m 0.02% Added +10.1m +10,055,232
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 19,136,84119.1m $245.1m $245.1m 0.01% Added +1.2m +1,182,434
3 BlackRock Inc. 0.01% of their portfolio New York, NY 13,344,55713.3m $170.9m $170.9m 0.01% Added +52.5k +52,526
4 T. Rowe Price Investment Management, Inc. 0.09% of their portfolio BALTIMORE, MD 10,041,49710.0m $128.6m $128.6m 0.09% Reduced -627.1k -627,110
5 MACQUARIE GROUP LTD 0.12% of their portfolio Sydney, NSW 2000, C3 8,085,4108.1m $103.6m $103.6m 0.12% Added +5.2m +5,213,132
6 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 7,528,9167.5m $96.4m $96.4m 0.03% Added +2.4m +2,417,129
7 VAN ECK ASSOCIATES CORP 0.18% of their portfolio NEW YORK, NY 6,059,8516.1m $77.6m $77.6m 0.18% Reduced -872.7k -872,706
8 MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 4,572,0854.6m $58.6m $58.6m 0.07% Added +1.6m +1,557,400
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,431,4424.4m $56.8m $56.8m 0.00% Added +622.3k +622,283
10 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 3,610,4883.6m $46.3m $46.3m 0.02% Added +790.3k +790,322
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,659,8672.7m $34.1m $34.1m 0.00% Added +37.7k +37,709
12 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 2,413,1692.4m $30.9m $30.9m 0.03% Added +68.4k +68,440
13 Balyasny Asset Management L.P. 0.10% of their portfolio Chicago, IL 2,411,8782.4m $30.9m $30.9m 0.10% Added +55.5k +55,498
14 EAGLE ASSET MANAGEMENT INC 0.18% of their portfolio ST PETERSBURG, FL 2,344,3262.3m $30.0m $30.0m 0.18% Reduced -143.8k -143,791
15 Allspring Global Investments Holdings, LLC 0.05% of their portfolio CHARLOTTE, NC 2,206,7762.2m $28.3m $28.3m 0.05% Added +206.6k +206,550
16 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 1,826,8001.8m $23.4m $23.4m 0.01% Added +282.6k +282,566
17 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 1,823,9861.8m $23.4m $23.4m 0.02% Added +717.4k +717,407
18 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 1,786,4921.8m $22.9m $22.9m 0.03% Reduced -149.2k -149,172
19 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,761,5861.8m $22.6m $22.6m 0.00% Reduced -22.6k -22,620
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,667,7651.7m $21.4m $21.4m 0.01% Added +133.3k +133,344
21 TOWLE & CO 2.81% of their portfolio DENVER, CO 1,560,7201.6m $20.0m $20.0m 2.81% Reduced -548.1k -548,110
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,528,8471.5m $19.6m $19.6m 0.00% Added +875.1k +875,051
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,400,0931.4m $17.9m $17.9m 0.00% Added +421.0k +420,988
24 Alyeska Investment Group, L.P. 0.15% of their portfolio CHICAGO, IL 1,328,5501.3m $17.0m $17.0m 0.15% Added +912.3k +912,342
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,316,3071.3m $16.9m $16.9m 0.00% Added +749.8k +749,817
26 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 1,306,8001.3m $16.7m $16.7m 0.02% Added +194.1k +194,100
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,216,3251.2m $15.6m $15.6m 0.00% Reduced -1.9m -1,912,958
28 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio JUPITER, FL 1,053,3941.1m $13.5m $13.5m 0.07% Added +131.9k +131,907
29 OAKMONT Corp 1.73% of their portfolio Los Angeles, CA 1,008,2271.0m $12.9m $12.9m 1.73% Unchanged
30 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 1,004,1631.0m $12.9m $12.9m 0.03% Added +327.8k +327,759
31 GENDELL JEFFREY L 1.16% of their portfolio Greenwich, CT 963,725963.7k $12.3m $12.3m 1.16% Reduced -237.9k -237,907
32 Brandywine Global Investment Management, LLC 0.05% of their portfolio PHILADELPHIA, PA 937,556937.6k $12.0m $12.0m 0.05% New
33 GLENMEDE TRUST CO NA 0.06% of their portfolio PHILADELPHIA, PA 777,661777.7k $10.0m $10.0m 0.06% New
34 KENNEDY CAPITAL MANAGEMENT LLC 0.29% of their portfolio ST LOUIS, MO 768,696768.7k $9.8m $9.8m 0.29% Reduced -144.2k -144,183
35 THORNBURG INVESTMENT MANAGEMENT INC 0.16% of their portfolio SANTA FE, NM 766,289766.3k $9.8m $9.8m 0.16% Reduced -95.3k -95,290
36 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 749,856749.9k $9.6m $9.6m 0.02% Added +537.1k +537,051
37 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 742,200742.2k $9.5m $9.5m 0.00% Reduced -7.9k -7,888
38 NORGES BANK 0.00% of their portfolio OSLO, Q8 676,866676.9k $8.7m $8.7m 0.00% Reduced -282.1k -282,100
39 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 620,136620.1k $7.9m $7.9m 0.01% Added +1.8k +1,798
40 ALGERT GLOBAL LLC 0.37% of their portfolio SAN FRANCISCO, CA 613,739613.7k $7.9m $7.9m 0.37% Added +188.3k +188,345
41 Sapience Investments, LLC 1.75% of their portfolio Irvine, CA 591,420591.4k $7.6m $7.6m 1.75% Added +81.8k +81,770
42 LONE PEAK GLOBAL INVESTORS LLC 2.25% of their portfolio ALPINE, UT 570,904570.9k $7.3m $7.3m 2.25% Added +21.8k +21,778
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 561,223561.2k $7.2m $7.2m 0.00% Reduced -639.4k -639,382
44 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 551,554551.6k $7.1m $7.1m 0.01% Reduced -210.8k -210,752
45 PEREGRINE CAPITAL MANAGEMENT LLC 0.20% of their portfolio MINNEAPOLIS, MN 547,937547.9k $7.0m $7.0m 0.20% Reduced -25.4k -25,379
46 Woodson Capital Management, LP 1.18% of their portfolio Greenwich, CT 525,000525.0k $6.7m $6.7m 1.18% New
47 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 511,451511.5k $6.6m $6.6m 0.02% New
48 Cubist Systematic Strategies, LLC 0.06% of their portfolio STAMFORD, CT 500,669500.7k $6.4m $6.4m 0.06% Added +669 +669
49 CAPSTONE INVESTMENT ADVISORS, LLC 0.19% of their portfolio NEW YORK, NY 468,426468.4k $6.0m $6.0m 0.19% Reduced -30.5k -30,501
50 ZACKS INVESTMENT MANAGEMENT 0.08% of their portfolio Chicago, IL 467,633467.6k $6.0m $6.0m 0.08% Added +225.7k +225,658
51 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 459,420459.4k $5.9m $5.9m 0.02% Added +97.1k +97,130
52 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio TORONTO, A6 418,600418.6k $5.4m $5.4m 0.03% New
53 Ergoteles LLC 0.21% of their portfolio NEW YORK, NY 417,444417.4k $5.3m $5.3m 0.21% New
54 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 405,544405.5k $5.2m $5.2m 0.00% Reduced -8.4k -8,442
55 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 403,992404.0k $5.2m $5.2m 0.01% Added +61.4k +61,435
56 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 390,309390.3k $5.0m $5.0m 0.01% Added +7.6k +7,576
57 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 388,483388.5k $5.0m $5.0m 0.01% Added +35.4k +35,439
58 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 386,907386.9k $5.0m $5.0m 0.00% Added +33.7k +33,740
59 Empowered Funds, LLC 0.28% of their portfolio NEWTOWN SQUARE, PA 365,267365.3k $4.7m $4.7m 0.28% New
60 Hillsdale Investment Management Inc. 0.39% of their portfolio Toronto, A6 356,500356.5k $4.6m $4.6m 0.39% Added +38.7k +38,700
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 355,151355.2k $4.5m $4.5m 0.01% Added +20.6k +20,575
62 Jump Financial, LLC 0.18% of their portfolio Chicago, IL 354,146354.1k $4.5m $4.5m 0.18% Added +206.2k +206,220
63 Squarepoint Ops LLC 0.03% of their portfolio NEW YORK, NY 345,283345.3k $4.4m $4.4m 0.03% Added +40.7k +40,744
64 SIR Capital Management, L.P. 0.45% of their portfolio NEW YORK, NY 328,183328.2k $4.2m $4.2m 0.45% Reduced -1.1m -1,132,438
65 Trexquant Investment LP 0.11% of their portfolio STAMFORD, CT 321,557321.6k $4.1m $4.1m 0.11% New
66 Swiss National Bank 0.00% of their portfolio ZURICH, V8 275,200275.2k $3.5m $3.5m 0.00% Reduced -40.6k -40,600
67 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 271,100271.1k $3.5m $3.5m 0.01% New
68 Roumell Asset Management, LLC 7.69% of their portfolio CHEVY CHASE, MD 265,000265.0k $3.4m $3.4m 7.69% New
69 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 240,603240.6k $3.1m $3.1m 0.04% Reduced -99.3k -99,255
70 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 230,332230.3k $3.0m $3.0m 0.02% Reduced -10 -10
71 Apollon Wealth Management, LLC 0.18% of their portfolio MOUNT PLEASANT, SC 228,732228.7k $2.9m $2.9m 0.18% Reduced -4.9k -4,892
72 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 220,551220.6k $2.8m $2.8m 0.00% Reduced -1.8m -1,807,593
73 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 218,530218.5k $2.8m $2.8m 0.01% Added +62.7k +62,715
74 CastleKnight Management LP 0.70% of their portfolio New York, NY 215,300215.3k $2.8m $2.8m 0.70% Added +42.2k +42,200
75 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 210,995211.0k $2.7m $2.7m 0.01% Added +7.5k +7,544
76 CoreCommodity Management, LLC 0.73% of their portfolio STAMFORD, CT 199,262199.3k $2.6m $2.6m 0.73% Added +117.1k +117,116
77 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 198,405198.4k $2.5m $2.5m 0.00% Reduced -3.2k -3,182
78 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 195,581195.6k $2.5m $2.5m 0.00% Added +32.9k +32,917
79 Man Group plc 0.01% of their portfolio LONDON, X0 192,547192.5k $2.5m $2.5m 0.01% New
80 BRIDGER MANAGEMENT, LLC 0.90% of their portfolio NEW YORK, NY 188,000188.0k $2.4m $2.4m 0.90% Unchanged
81 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 177,965178.0k $2.3m $2.3m 0.00% Added +473 +473
82 Graham Capital Management, L.P. 0.08% of their portfolio ROWAYTON, CT 175,747175.7k $2.3m $2.3m 0.08% Added +12.5k +12,509
83 Impala Asset Management LLC 1.91% of their portfolio Palm Beach, FL 175,000175.0k $2.2m $2.2m 1.91% New
84 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 167,588167.6k $2.1m $2.1m 0.00% Reduced -18.0k -18,000
85 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 167,226167.2k $1.8m $1.8m 0.00% Added +79.4k +79,390
86 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 163,863163.9k $2.1m $2.1m 0.00% Unchanged
87 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 162,900162.9k $2.1m $2.1m 0.00% Added +103.6k +103,600
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 162,090162.1k $2.1m $2.1m 0.00% Reduced -7.3k -7,290
89 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 160,360160.4k $2.1m $2.1m 0.00% Added +8.4k +8,351
90 Brookfield Corp /ON/ 0.01% of their portfolio TORONTO, A6 156,227156.2k $2.0m $2.0m 0.01% Added +4.4k +4,440
91 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 156,015156.0k $2.0m $2.0m 0.01% Added +15.4k +15,356
92 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 155,099155.1k $2.0m $2.0m 0.00% Added +2.5k +2,503
93 PLUSTICK MANAGEMENT LLC 1.75% of their portfolio CHARLOTTESVILLE, VA 155,000155.0k $2.0m $2.0m 1.75% Reduced -95.0k -95,000
94 GMT Capital Corp 0.08% of their portfolio ATLANTA, GA 150,974151.0k $1.9m $1.9m 0.08% Unchanged
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 150,027150.0k $1.9m $1.9m 0.00% Added +35.9k +35,946
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 137,472137.5k $1.8m $1.8m 0.00% Added +63.4k +63,432
97 Pearl River Capital, LLC 0.28% of their portfolio Niles, MI 136,611136.6k $1.7m $1.7m 0.28% Reduced -21.6k -21,598
98 Clark Capital Management Group, Inc. 0.02% of their portfolio PHILADELPHIA, PA 133,424133.4k $1.7m $1.7m 0.02% Added +46.1k +46,148
99 South Dakota Investment Council 0.03% of their portfolio SIOUX FALLS, SD 128,260128.3k $1.6m $1.6m 0.03% Unchanged
100 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 128,059128.1k $1.6m $1.6m 0.00% Reduced -195.1k -195,118