LBRT Institutional Ownership
Liberty Energy Inc.
1W: +1.9%
1M: -3.5%
3M: -17.1%
YTD: +2.6%
1Y: +54.4%
3Y: +7.8%
5Y: +77.3%
$19.31
+0.84 (+4.55%)
Weekly Expected Move ±7.0%
$17
$18
$19
$21
$22
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — LBRT
469
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
77
New Positions
138
Increased
207
Reduced
62
Closed
0.62
Put/Call Ratio
Ownership Trends
Top Institutional Holders (506 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 27,552,623 | $$532M | +1,843,116 | +7.2% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,155,633 | $$215M | +633,765 | +6.0% | 2Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 9,422,892 | $$182M | +189,224 | +2.0% | 30Q | SEC ↗ |
| 4 | STATE STREET CORP | 7,074,089 | $$137M | +197,282 | +2.9% | 34Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 7,071,270 | $$137M | +78,468 | +1.1% | 2Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 6,927,445 | $$134M | -771,887 | -10.0% | 15Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4,598,972 | $$89M | +686,527 | +17.5% | 34Q | SEC ↗ |
| 8 | FRANKLIN RESOURCES INC | 4,234,025 | $$82M | +267,003 | +6.7% | 22Q | SEC ↗ |
| 9 | FRONTIER CAPITAL MANAGEMENT CO LLC | 3,720,666 | $$72M | +1,226,444 | +49.2% | 3Q | SEC ↗ |
| 10 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 3,648,861 | $$70M | +245,550 | +7.2% | 3Q | SEC ↗ |
| 11 | UBS Group AG | 3,457,265 | $$67M | +2,237,641 | +183.5% | 28Q | SEC ↗ |
| 12 | T. Rowe Price Investment Management, I | 3,440,087 | $$66M | -366,146 | -9.6% | 17Q | SEC ↗ |
| 13 | VAN ECK ASSOCIATES CORP | 3,159,074 | $$61M | -143,772 | -4.4% | 15Q | SEC ↗ |
| 14 | MILLENNIUM MANAGEMENT LLC | 2,613,776 | $$50M | +1,136,561 | +76.9% | 6Q | SEC ↗ |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 2,564,227 | $$50M | +86,209 | +3.5% | 2Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,548,436 | $$49M | -479,653 | -15.8% | 15Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 2,548,436 | $$49M | — | +0.0% | 1Q | SEC ↗ |
| 18 | DEUTSCHE BANK AG | 2,432,588 | $$47M | +676,292 | +38.5% | 34Q | SEC ↗ |
| 19 | Invesco Ltd. | 2,422,323 | $$47M | +1,296,225 | +115.1% | 32Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 2,336,206 | $$45M | +568,719 | +32.2% | 34Q | SEC ↗ |
| 21 | EVENTIDE ASSET MANAGEMENT, LLC | 2,314,729 | $$45M | -88,369 | -3.7% | 3Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 2,303,700 | $$44M | -174,339 | -7.0% | 34Q | SEC ↗ |
| 23 | MORGAN STANLEY | 2,238,514 | $$43M | +269,886 | +13.7% | 34Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 2,181,667 | $$42M | +556,951 | +34.3% | 16Q | SEC ↗ |
| 25 | Ensign Peak Advisors, Inc | 2,133,689 | $$41M | -572,387 | -21.2% | 19Q | SEC ↗ |
| 26 | D. E. Shaw & Co., Inc. | 2,108,368 | $$41M | -149,169 | -6.6% | 11Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 1,927,892 | $$37M | +872,195 | +82.6% | 34Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 1,915,536 | $$37M | +626,297 | +48.6% | 22Q | SEC ↗ |
| 29 | Boston Partners | 1,779,982 | $$34M | +895,890 | +101.3% | 5Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 1,688,119 | $$33M | +77,816 | +4.8% | 34Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 1,644,939 | $$32M | +14,225 | +0.9% | 15Q | SEC ↗ |
| 32 | CITIGROUP INC | 1,610,427 | $$31M | +512,086 | +46.6% | 31Q | SEC ↗ |
| 33 | MACKENZIE FINANCIAL CORP | 1,402,311 | $$27M | +909,868 | +184.8% | 2Q | SEC ↗ |
| 34 | Balyasny Asset Management L.P. | 1,401,121 | $$27M | +1,079,306 | +335.4% | 7Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 1,379,512 | $$27M | -114,219 | -7.6% | 15Q | SEC ↗ |
| 36 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,371,608 | $$26M | +536,170 | +64.2% | 34Q | SEC ↗ |
| 37 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,294,068 | $$25M | -3,137,057 | -70.8% | 5Q | SEC ↗ |
| 38 | BNP PARIBAS FINANCIAL MARKETS | 1,182,397 | $$23M | +460,536 | +63.8% | 34Q | SEC ↗ |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 1,182,111 | $$23M | +40,263 | +3.5% | 21Q | SEC ↗ |
| 40 | VANGUARD FIDUCIARY TRUST CO | 1,151,703 | $$22M | +109,526 | +10.5% | 2Q | SEC ↗ |
| 41 | Squarepoint Ops LLC | 1,051,488 | $$20M | +219,539 | +26.4% | 3Q | SEC ↗ |
| 42 | BARCLAYS PLC | 990,233 | $$19M | +691,724 | +231.7% | 34Q | SEC ↗ |
| 43 | Nuveen, LLC | 953,634 | $$18M | +217,526 | +29.6% | 6Q | SEC ↗ |
| 44 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 932,355 | $$18M | -155,006 | -14.3% | 12Q | SEC ↗ |
| 45 | Bridgewater Associates, LP | 883,746 | $$17M | +669,525 | +312.5% | 11Q | SEC ↗ |
| 46 | Connor, Clark & Lunn Investment Manage | 811,863 | $$16M | +405,074 | +99.6% | 2Q | SEC ↗ |
| 47 | COOPER CREEK PARTNERS MANAGEMENT LLC | 789,081 | $$15M | +159,329 | +25.3% | 4Q | SEC ↗ |
| 48 | Driehaus Capital Management LLC | 752,938 | $$15M | -117,196 | -13.5% | 3Q | SEC ↗ |
| 49 | GENDELL JEFFREY L | 750,000 | $$14M | — | +0.0% | 15Q | SEC ↗ |
| 50 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMEN NEW | 750,000 | $$14M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,548,436 | $$49M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 750,000 | $$14M |
| HRT FINANCIAL LP | 680,091 | $$13M |
| TORONTO DOMINION BANK | 578,942 | $$11M |
| OMERS ADMINISTRATION Corp | 500,000 | $$10M |
| Allianz Asset Management GmbH | 485,923 | $$9M |
| NORGES BANK | 334,486 | $$6M |
| ANTIPODES PARTNERS Ltd | 327,961 | $$6M |
| Longaeva Partners L.P. | 284,902 | $$6M |
| Daiwa Securities Group Inc. | 267,456 | $$5M |
| Nearwater Capital Markets, Ltd | 250,000 | $$5M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 216,900 | $$4M |
| READYSTATE ASSET MANAGEMENT LP | 216,096 | $$4M |
| TWO SIGMA INVESTMENTS, LP | 208,280 | $$4M |
| FEDERATED HERMES, INC. | 186,046 | $$4M |
| Mizuho Markets Cayman LP | 185,547 | $$4M |
| Arlington Capital Management, Inc. | 145,908 | $$3M |
| Jupiter Topco LLC | 124,915 | $$2M |
| Kingsview Wealth Management, LLC | 123,670 | $$2M |
| WESTWOOD HOLDINGS GROUP INC | 121,730 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Callodine Capital Management, LP | 2,288,934 | $$44M |
| Goodlander Investment Management, L | 1,950,000 | $$38M |
| Webs Creek Capital Management LP | 1,518,300 | $$29M |
| Forest Avenue Capital Management LP | 1,384,217 | $$27M |
| Holocene Advisors, LP | 1,274,139 | $$25M |
| Value Aligned Research Advisors, LL | 1,264,006 | $$24M |
| Sourcerock Group LLC | 1,002,402 | $$19M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 570,790 | $$11M |
| Situational Awareness LP | 567,200 | $$11M |
| WELLINGTON MANAGEMENT GROUP LLP | 497,523 | $$10M |
| Nishkama Capital, LLC | 494,991 | $$10M |
| NATIXIS | 472,600 | $$9M |
| Clearline Capital LP | 444,453 | $$9M |
| MANNING & NAPIER ADVISORS LLC | 435,456 | $$8M |
| Empyrean Capital Partners, LP | 400,000 | $$8M |
| Trexquant Investment LP | 347,866 | $$7M |
| LMR Partners LLP | 315,081 | $$6M |
| HITE Hedge Asset Management LLC | 297,821 | $$6M |
| Alyeska Investment Group, L.P. | 246,041 | $$5M |
| SUSQUEHANNA ADVISORS GROUP, INC. | 195,000 | $$4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +2,237,641 | +183.5% | 3,457,265 |
| BlackRock, Inc. | +1,843,116 | +7.2% | 27,552,623 |
| Invesco Ltd. | +1,296,225 | +115.1% | 2,422,323 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | +1,226,444 | +49.2% | 3,720,666 |
| MILLENNIUM MANAGEMENT LLC | +1,136,561 | +76.9% | 2,613,776 |
| Balyasny Asset Management L.P. | +1,079,306 | +335.4% | 1,401,121 |
| MACKENZIE FINANCIAL CORP | +909,868 | +184.8% | 1,402,311 |
| Boston Partners | +895,890 | +101.3% | 1,779,982 |
| WELLS FARGO & COMPANY/MN | +872,195 | +82.6% | 1,927,892 |
| BARCLAYS PLC | +691,724 | +231.7% | 990,233 |
| GEODE CAPITAL MANAGEMENT, LLC | +686,527 | +17.5% | 4,598,972 |
| DEUTSCHE BANK AG | +676,292 | +38.5% | 2,432,588 |
| Bridgewater Associates, LP | +669,525 | +312.5% | 883,746 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +633,765 | +6.0% | 11,155,633 |
| CITADEL ADVISORS LLC | +626,297 | +48.6% | 1,915,536 |
| Bank of New York Mellon Corp | +568,719 | +32.2% | 2,336,206 |
| AMERIPRISE FINANCIAL INC | +556,951 | +34.3% | 2,181,667 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +536,170 | +64.2% | 1,371,608 |
| CITIGROUP INC | +512,086 | +46.6% | 1,610,427 |
| BNP PARIBAS FINANCIAL MARKETS | +460,536 | +63.8% | 1,182,397 |