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Liberty Energy (LBRT) Institutional Ownership

$24.69
+0.77 (+3.22%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Liberty Energy (NYSE:LBRT)

Current
Institutional Ownership
Percentage
98.22%
Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$458.06M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$388.72M
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LBRT Institutional Buying and Selling by Quarter

Liberty Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024 Boston Partners62,683$1.30M0.0%N/A0.038%
5/24/2024 Cetera Advisors LLC17,750$368K0.0%N/A0.011%
5/17/2024 Comerica Bank66,769$1.38M0.0%-9.9%0.040%
5/16/2024 California State Teachers Retirement System160,592$3.33M0.0%-6.3%0.096%
5/16/2024 Kennedy Capital Management LLC542,524$11.24M0.2%-15.8%0.326%
5/16/2024 Caxton Associates LP47,019$974K0.1%+60.1%0.028%
5/16/2024 Paloma Partners Management Co16,836$349K0.0%N/A0.010%
5/15/2024 Price T Rowe Associates Inc. MD216,806$4.49M0.0%-5.9%0.130%
5/15/2024 BOKF NA71,043$1.49M0.0%N/A0.043%
5/15/2024 Magnetar Financial LLC217,471$4.51M0.1%-4.5%0.130%
5/15/2024 Lazard Asset Management LLC272,229$5.64M0.0%-70.9%0.163%
5/15/2024 Epoch Investment Partners Inc.678,332$14.06M0.1%-23.5%0.407%
5/14/2024 MQS Management LLC14,905$309K0.2%N/A0.009%
5/14/2024 CANADA LIFE ASSURANCE Co131,559$2.73M0.0%+6.9%0.079%
5/14/2024 American International Group Inc.88,063$1.83M0.0%-1.0%0.053%
5/13/2024 Thornburg Investment Management Inc.364,227$7.57M0.1%-13.9%0.219%
5/13/2024 UniSuper Management Pty Ltd38,701$802K0.0%N/A0.023%
5/13/2024 O Shaughnessy Asset Management LLC319,342$6.62M0.1%+32.7%0.192%
5/13/2024 Ameritas Investment Partners Inc.16,397$340K0.0%-3.7%0.010%
5/11/2024 Edgestream Partners L.P.33,298$690K0.0%N/A0.020%
5/10/2024 Vanguard Group Inc.17,986,815$372.69M0.0%-6.4%10.793%
5/10/2024 Jupiter Asset Management Ltd.2,244,833$46.51M0.4%-0.1%1.347%
5/10/2024 Glaxis Capital Management LLC10,000$207K0.4%N/A0.006%
5/9/2024 Lord Abbett & CO. LLC1,342,137$27.81M0.1%N/A0.805%
5/9/2024 Kingsview Wealth Management LLC99,891$2.07M0.1%N/A0.060%
5/9/2024 First Eagle Investment Management LLC111,567$2.31M0.0%+17.5%0.067%
5/9/2024 Foundry Partners LLC209,056$4.33M0.2%+15.6%0.125%
5/9/2024 State Board of Administration of Florida Retirement System14,165$293K0.0%-70.9%0.008%
5/8/2024 ProShare Advisors LLC32,858$681K0.0%+7.3%0.020%
5/8/2024 Russell Investments Group Ltd.174,265$3.61M0.0%+114.2%0.105%
5/8/2024 QRG Capital Management Inc.64,983$1.35M0.0%+14.0%0.039%
5/8/2024 Headlands Technologies LLC2,678$55K0.0%-72.0%0.002%
5/7/2024 Sei Investments Co.236,283$4.90M0.0%-21.8%0.142%
5/7/2024 Clifford Capital Partners LLC545,893$11.31M3.0%+2.3%0.328%
5/7/2024 Swiss National Bank316,300$6.55M0.0%-0.8%0.190%
5/7/2024 Illinois Municipal Retirement Fund87,917$1.82M0.0%-13.7%0.053%
5/7/2024 SG Americas Securities LLC25,923$537K0.0%-30.1%0.016%
5/7/2024 Empowered Funds LLC331,432$6.87M0.1%+19.8%0.199%
5/6/2024 LSV Asset Management1,437,041$29.78M0.1%+60.2%0.862%
5/6/2024 Envestnet Portfolio Solutions Inc.14,262$296K0.0%+4.0%0.009%
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5/6/2024 Duality Advisers LP11,947$248K0.0%N/A0.007%
5/6/2024 Gallacher Capital Management LLC9,935$206K0.1%N/A0.006%
5/3/2024 GSA Capital Partners LLP103,789$2.15M0.2%N/A0.062%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S27,381$567K0.0%N/A0.016%
5/3/2024 Nikko Asset Management Americas Inc.32,931$682K0.0%-5.0%0.020%
5/2/2024 Mutual of America Capital Management LLC128,816$2.67M0.0%-4.6%0.077%
5/1/2024 Capstone Investment Advisors LLC15,897$329K0.0%N/A0.010%
5/1/2024 Janney Montgomery Scott LLC17,555$364K0.0%+5.6%0.011%
5/1/2024 BNP Paribas Financial Markets136,524$2.83M0.0%+140.3%0.082%
5/1/2024 Mirae Asset Global Investments Co. Ltd.68,172$1.41M0.0%-11.3%0.041%
4/30/2024 Van ECK Associates Corp2,430,974$50.37M0.1%-15.8%1.459%
4/30/2024 Perigon Wealth Management LLC24,815$514K0.0%+2.4%0.015%
4/30/2024 Allspring Global Investments Holdings LLC2,076,242$43.02M0.1%-0.1%1.246%
4/29/2024 Principal Financial Group Inc.863,232$17.89M0.0%+7.8%0.518%
4/29/2024 Benjamin Edwards Inc.25,295$524K0.1%+45.5%0.015%
4/26/2024 Yousif Capital Management LLC68,517$1.42M0.0%-15.2%0.041%
4/26/2024 Peregrine Capital Management LLC345,110$7.15M0.2%-26.7%0.207%
4/25/2024 Lindbrook Capital LLC3,393$70K0.0%+54.6%0.002%
4/25/2024 Mendota Financial Group LLC7,042$146K0.1%N/A0.004%
4/24/2024 U S Global Investors Inc.7,500$155K0.0%N/A0.004%
4/23/2024 Louisiana State Employees Retirement System75,100$1.56M0.0%-2.2%0.045%
4/22/2024 Edge Financial Advisors LLC12,220$253K0.2%N/A0.007%
4/20/2024 Maryland State Retirement & Pension System54,656$1.17M0.0%-2.0%0.033%
4/19/2024 State of Alaska Department of Revenue92,402$1.91M0.0%-2.1%0.055%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.32,931$682K0.0%-5.0%0.020%
4/18/2024 Allspring Global Investments Holdings LLC2,076,242$43.02M0.1%-0.1%1.246%
4/18/2024 AlphaMark Advisors LLC16,786$348K0.1%N/A0.010%
4/18/2024 Diversified Trust Co20,617$427K0.0%+2.5%0.012%
4/16/2024 Hennessy Advisors Inc.1,338,400$27.73M1.2%+14.1%0.803%
4/12/2024 Miller Howard Investments Inc. NY123,137$2.55M0.1%-47.3%0.074%
4/10/2024 Park Avenue Securities LLC27,686$574K0.0%-2.0%0.017%
3/22/2024 PNC Financial Services Group Inc.3,273$59K0.0%+27.7%0.002%
3/14/2024 Hennessy Advisors Inc.1,173,000$21.28M1.1%N/A0.704%
3/11/2024 Vanguard Group Inc.19,224,710$348.74M0.0%-6.4%11.534%
3/5/2024 Wellington Management Group LLP738,962$13.41M0.0%-3.4%0.443%
3/1/2024 Goldman Sachs Group Inc.1,534,643$27.84M0.0%+0.1%0.921%
2/15/2024 Gendell Jeffrey L739,939$13.42M0.7%-17.0%0.439%
2/15/2024 C M Bidwell & Associates Ltd.3,450$63K0.0%N/A0.002%
2/15/2024 Comerica Bank74,079$1.34M0.0%-1.4%0.044%
2/14/2024 CastleKnight Management LP205,300$3.72M0.2%-0.3%0.122%
2/14/2024 Woodson Capital Management LP330,000$5.99M1.2%-42.1%0.196%
2/14/2024 CoreCommodity Management LLC184,692$3.35M1.0%-7.7%0.110%
2/13/2024 Epoch Investment Partners Inc.886,776$16.09M0.1%-10.4%0.526%
2/13/2024 Hudson Edge Investment Partners Inc.17,250$313K0.1%-3.2%0.010%
2/12/2024 Eagle Asset Management Inc.1,753,211$31.80M0.2%-15.5%1.040%
2/12/2024 TFO Wealth Partners LLC9,971$181K0.0%+142,342.9%0.006%
2/12/2024 TD Asset Management Inc271,788$4.93M0.0%+68.8%0.161%
2/12/2024 United Services Automobile Association11,090$201K0.0%N/A0.007%
2/9/2024 Franklin Resources Inc.2,797,823$50.75M0.0%-19.5%1.659%
2/9/2024 Trexquant Investment LP41,758$757K0.0%-81.1%0.025%
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2/9/2024 Dynamic Technology Lab Private Ltd98,947$1.80M0.2%N/A0.059%
2/9/2024 Norges Bank765,011$13.88M0.0%N/A0.454%
2/8/2024 Great Lakes Advisors LLC155,221$2.82M0.0%-29.2%0.092%
2/8/2024 Panagora Asset Management Inc.345,286$6.26M0.0%+0.2%0.205%
2/8/2024 First Eagle Investment Management LLC94,961$1.72M0.0%-48.1%0.056%
2/8/2024 Nikko Asset Management Americas Inc.34,654$628K0.0%-24.5%0.021%
2/8/2024 Quadrant Capital Group LLC2,909$53K0.0%+70.8%0.002%
2/8/2024 Thornburg Investment Management Inc.422,800$7.67M0.1%-13.0%0.251%
2/8/2024 Moran Wealth Management LLC114,759$2.08M0.1%N/A0.068%
2/7/2024 Principal Financial Group Inc.801,034$14.53M0.0%-4.2%0.475%
(Data available from 1/1/2016 forward)

LBRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LBRT shares?

During the previous two years, 284 institutional investors and hedge funds held shares of Liberty Energy. The most heavily invested institutionals were Vanguard Group Inc. ($372.69M), Dimensional Fund Advisors LP ($171.31M), FMR LLC ($159.32M), Pacer Advisors Inc. ($83.21M), Franklin Resources Inc. ($50.75M), Van ECK Associates Corp ($50.37M), and Jupiter Asset Management Ltd. ($46.51M).Learn more on LBRT's institutional investors.

What percentage of Liberty Energy stock is owned by institutional investors?

98.22% of Liberty Energy stock is owned by institutional investors. Learn more on LBRT's institutional investor holdings.

Which institutional investors have been buying Liberty Energy stock?

Of the 253 institutional investors that purchased Liberty Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($2.66M), Pacer Advisors Inc. ($2.22M), Assenagon Asset Management S.A. ($1.92M), Bank of New York Mellon Corp ($1.85M), Point72 Asset Management L.P. ($1.78M), Lazard Asset Management LLC ($1.77M), and American Century Companies Inc. ($1.74M).

How much institutional buying is happening at Liberty Energy?

Institutional investors have bought a total of 53,253,221 shares in the last 24 months. This purchase volume represents approximately $815.05M in transactions.

Which Liberty Energy major shareholders have been selling company stock?

Of the 118 institutional investors that sold Liberty Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($12.41M), Van ECK Associates Corp ($7.04M), Vanguard Group Inc. ($2.56M), Oakmont Corp ($2.19M), Bank of New York Mellon Corp ($1.91M), Exor Capital LLP ($1.49M), and Lazard Asset Management LLC ($1.38M).

How much institutional selling is happening at Liberty Energy?

Institutional investors have sold a total of 40,805,316 shares in the last 24 months. This volume of shares sold represents approximately $647.47M in transactions.


This page (NYSE:LBRT) was last updated on 6/1/2024 by MarketBeat.com Staff

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