LIBERTY ENERGY INC (LBRT) Institutional Ownership Changes & 13F Activity
LIBERTY ENERGY INC (LBRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Frontier Capital Management Co Llc, Millennium Management Llc, and Balyasny Asset Management L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +536,170 | +64.2% | 1,371,608 | $35.92M | Q2 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Buy | +25,000 | — | 25,000 | $654.75K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +23 | +16.8% | 160 | $4.19K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +626,297 | +48.6% | 1,915,536 | $50.17M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +485,923 | — | 485,923 | $12.73M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +58 | +0.7% | 8,690 | $227.59K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +151 | +0.1% | 187,743 | $4.92M | Q2 2026 | Aug 24, 2026 |
| Kingsview Wealth Management, Llc | Buy | +123,670 | — | 123,670 | $3.24M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +466 | +2.2% | 21,390 | $560.20K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Sell | -326,520 | -76.5% | 100,534 | $2.64M | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -42,864 | -5.5% | 742,243 | $19.44M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +10,838 | +12.9% | 94,610 | $2.48M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +9,151 | — | 9,151 | $239.66K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -621 | -35.5% | 1,127 | $29.54K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +2,422,323 | — | 2,422,323 | $63.44M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +2,181,667 | — | 2,181,667 | $57.14M | Q2 2026 | Aug 14, 2026 |
| Frontier Capital Management Co Llc | Buy | +1,226,444 | +49.2% | 3,720,666 | $97.44M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +1,136,561 | +76.9% | 2,613,776 | $68.45M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +1,079,306 | +335.4% | 1,401,121 | $36.70M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +872,195 | +82.6% | 1,927,892 | $50.49M | Q2 2026 | Aug 14, 2026 |
| Merewether Investment Management, Lp | Sell | -842,176 | -81.6% | 189,399 | $4.96M | Q2 2026 | Aug 14, 2026 |
| Sir Capital Management, L.P. | Sell | -775,181 | -72.2% | 297,884 | $7.80M | Q2 2026 | Aug 14, 2026 |
| Summit Partners Public Asset Management, Llc | Buy | +750,000 | — | 750,000 | $19.64M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +691,724 | +231.7% | 990,233 | $25.93M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +680,091 | — | 680,091 | $17.81M | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, Lp | Buy | +669,525 | +312.5% | 883,746 | $23.15M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Buy | +578,942 | — | 578,942 | $15.16M | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Sell | -572,387 | -21.2% | 2,133,689 | $55.88M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Sell | -564,039 | -83.4% | 112,505 | $2.95M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -479,653 | -15.8% | 2,548,436 | $66.74M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about LBRT activity
Which institutional owners are buying LBRT?
Institutional owners buying LBRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LBRT activity?
"Buy" means an investor increased their reported position in LBRT compared to the prior reporting period. This reflects growing exposure to LIBERTY ENERGY INC (LBRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LBRT increasing?
Institutional interest in LBRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related LBRT Institutional Insights
- LBRT Overview
- LBRT 13F Institutional Holders
- LBRT Top Institutional Shareholders
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- LBRT Insider Trading & SEC Form 4 Activity
- LBRT Articles
- Top Institutional Investor Stock Rankings