Liberty Energy

LBRT • NYSE

Liberty Energy is a oil & gas equipment & services company in the energy sector on NYSE, led by Ron Gusek, with a market cap of $3.4B. As of Q3 2025, 100% of shares are held by 329 institutional investors, with BlackRock, Inc. as the largest holder at 14.93%.

Chief Executive OfficerRon Gusek

Market Cap$3.4B

Oil & Gas Equipment & Services

Energy

Employees5.5K

Websitelibertyenergy.com

Country

United States of America

Overview

Overview of institutional ownership in LBRT as of Q3 2025 with a market cap of $2.0B

All Institutions

Institutions: 329
Value Held: $2.0B
Shares Held: 162.1M
Avg Position: $6.1M
Median Position: $647.9K

Hedge Funds

Hedge Funds: 49
Value Held: $268.6M
Shares Held: 21.8M
Avg Position: $5.5M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

86.68%

$1.7B

Hedge Funds

13.44%

$268.6M

Retail & Other

Based on market cap of $2.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LBRT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$298.4M 0.01% of portfolio	14.93% 24.2M shares	Q1 2018 Held for 7y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$222.1M 0.00% of portfolio	11.11% 18.0M shares	Q1 2018 Held for 7y 8m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$106.3M 0.02% of portfolio	5.32% 8.6M shares	Q1 2019 Held for 6y 8m	$466.32B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$105.8M 0.03% of portfolio	5.30% 8.6M shares	Q1 2018 Held for 7y 8m	$395.36B
A AMERICAN CENTURY COMPANIES INC Institution	-	$96.4M 0.05% of portfolio	4.82% 7.8M shares	Q2 2022 Held for 3y 5m	$195.93B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$86.3M 0.00% of portfolio	4.32% 7.0M shares	Q1 2018 Held for 7y 8m	$2.88T
FMR LLC Institution	-	$53.0M 0.00% of portfolio	2.65% 4.3M shares	Q1 2018 Held for 7y 8m	$1.92T
M MACQUARIE GROUP LTD Institution	-	$51.9M 0.06% of portfolio	2.59% 4.2M shares	Q2 2021 Held for 4y 5m	$82.9B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$46.9M 0.00% of portfolio	2.34% 3.8M shares	Q1 2018 Held for 7y 8m	$1.57T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$38.0M 0.01% of portfolio	1.90% 3.1M shares	Q1 2018 Held for 7y 8m	$620.51B

Net Capital Flow

Institutional buying and selling activity for LBRT in Q3 2025

Traded: +$87.2M
Buyers: 184
Sellers: 162
Total Bought: +$357.4M
Total Sold: −$270.2M
Avg Position: $5.3M

Biggest Buyers

Institution	Net Bought	Current Position
FRANKLIN RESOURCES INC Institution	+$46.5M +3.8M shares	$105.8M 8.6M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$31.9M +2.6M shares	$34.0M 2.8M shares
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	+$22.3M +1.8M shares	$22.3M 1.8M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$21.2M +1.7M shares	$96.4M 7.8M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$19.7M +1.6M shares	$19.7M 1.6M shares
E Ensign Peak Advisors, Inc Institution	+$18.2M +1.5M shares	$18.9M 1.5M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$16.4M +1.3M shares	$21.9M 1.8M shares
Callodine Capital Management, LP Hedge Fund•Long/Short	+$12.7M +1.0M shares	$25.8M 2.1M shares
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Hedge Fund•Global Macro	+$11.2M +904.2K shares	$11.2M 904.2K shares
S South Dakota Investment Council Institution	+$9.4M +760.8K shares	$13.0M 1.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$33.6M −2.7M shares	$3.5M 285.4K shares
FMR LLC Institution	−$26.9M −2.2M shares	$53.0M 4.3M shares
Sourcerock Group LLC Hedge Fund•Long/Short	−$23.7M −2.1M shares	Sold Off 0 shares
M MACQUARIE GROUP LTD Institution	−$19.3M −1.6M shares	$51.9M 4.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$13.2M −1.1M shares	$9.3M 754.5K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$10.9M −882.5K shares	$1.8M 149.6K shares
P Pacer Advisors, Inc. Institution	−$10.4M −904.1K shares	Sold Off 0 shares
L LSV ASSET MANAGEMENT Long Only Manager	−$9.2M −802.9K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$8.4M −683.9K shares	$106.3M 8.6M shares
B BESSEMER GROUP INC Institution	−$7.8M −636.1K shares	$6.8K 549.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LBRT in Q3 2025

New Positions: 32
New Value: $53.9M
Exited Positions: 48
Exited Value: $66.0M

New Positions

Institution	Position Value
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	$22.3M 1.8M shares
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Hedge Fund•Global Macro	$11.2M 904.2K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$5.8M 467.9K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$3.8M 304.9K shares
Hawk Ridge Management LLC Hedge Fund•Long/Short	$3.6M 291.7K shares
S Sender Co & Partners, Inc. Institution	$1.5M 120.9K shares
C CLS Investments, LLC Institution	$1.3M 108.1K shares
FLORIDA FINANCIAL ADVISORS, LLC RIA/Wealth	$1.3M 106.8K shares
SummerHaven Investment Management, LLC Long Only Manager	$838.1K 67.9K shares
Round Rock Advisors, LLC RIA/Wealth	$778.0K 63.1K shares

Exited Positions

Institution	Previous Position
Sourcerock Group LLC Hedge Fund•Long/Short	$23.7M 2.1M shares
P Pacer Advisors, Inc. Institution	$10.4M 904.1K shares
L LSV ASSET MANAGEMENT Long Only Manager	$9.2M 802.9K shares
S SIR Capital Management, L.P. Hedge Fund•Long/Short	$7.6M 657.7K shares
LORD, ABBETT & CO. LLC Long Only Manager	$2.5M 215.6K shares
T THOMIST CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short	$2.4M 210.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.6M 138.5K shares
M Man Group plc Institution	$1.1M 99.4K shares
W WESBANCO BANK INC Institution	$1.1M 97.1K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$1.1M 95.5K shares

Options Activity

Institutions with the largest Call and Put options positions in LBRT as of Q3 2025

Call Positions: 15
Call Value: $19.5M
Put Positions: 11
Put Value: $10.1M

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$4.9M 4.0K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.1M 2.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.9M 2.4K contracts
BARCLAYS PLC Institution	$2.3M 1.8K contracts
J JANE STREET GROUP, LLC Institution	$1.7M 1.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.0M 848.0 contracts
P PEAK6 LLC Institution	$990.9K 803.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$740.4K 600.0 contracts
W WOLVERINE TRADING, LLC Institution	$710.5K 559.0 contracts
LEUCADIA NATIONAL CORP Institution	$555.3K 450.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.8M 3.0K contracts
D D. E. Shaw & Co., Inc. Institution	$2.0M 1.7K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.9M 1.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.5M 1.2K contracts
W WOLVERINE TRADING, LLC Institution	$374.9K 295.0 contracts
MAI Wealth Advisors RIA/Wealth	$185.1K - contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$161.7K 131.0 contracts
P PEAK6 LLC Institution	$127.1K 103.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$62.9K 51.0 contracts
Walleye Trading LLC RIA/Wealth	$21.0K 17.0 contracts

Most Committed Institutions

Institutions with LBRT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Callodine Capital Management, LP Hedge Fund•Long/Short	James Stuart Morrow CEO	2.28% $25.8M	1.29% 2.1M shares	Q1 2025 Held for 8 months	$1.1B
TOWLE & CO Long Only Manager	Christopher Daly Towle CEO	1.90% $7.5M	0.38% 609.7K shares	Q1 2021 Held for 4y 8m	$396.4M
G GeoSphere Capital Management Hedge Fund•Long/Short	Arvind Singh Sanger CIO	1.41% $1.9M	0.09% 150.0K shares	Q4 2024 Held for 11 months	$131.0M
Arosa Capital Management LP Hedge Fund•Multi-Strategy	Till August Bechtolsheimer CEO	1.22% $740.4K	0.04% 60.0K shares	Q3 2025 Held for 2 months	$60.9M
Q QSV Equity Investors LLC Institution	-	1.19% $1.2M	0.06% 94.4K shares	Q1 2025 Held for 8 months	$97.9M
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	Robert (Nmn) Schwartz CEO	0.85% $22.3M	1.12% 1.8M shares	Q3 2025 Held for 2 months	$2.6B
P Palogic Value Management, L.P. RIA/Wealth	Scott Aubrey Williams Partner	0.82% $1.9M	0.10% 155.0K shares	Q4 2024 Held for 11 months	$233.1M
C CoreCommodity Management, LLC Hedge Fund•Global Macro	Bradford L Klein President	0.74% $4.1M	0.20% 330.8K shares	Q4 2021 Held for 3y 11m	$551.0M
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Hedge Fund•Global Macro	Nicholas Michael Squitieri CFO	0.61% $11.2M	0.56% 904.2K shares	Q3 2025 Held for 2 months	$1.8B
S Sender Co & Partners, Inc. Institution	-	0.58% $1.5M	0.07% 120.9K shares	Q3 2025 Held for 2 months	$256.4M

Hedge Fund Spotlight

Discover hedge funds investing in LBRT

CAPSTONE INVESTMENT ADVISORS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerPaul Matthew Britton

Portfolio Value: $9.4B
Positions: 1,012
Last Reported: Q3 2025

Sector Allocation

Position in Liberty Energy

Market Value: $138.7K
Shares Held: 11.2K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$1.3B	13.35%
2 Microsoft MSFT	Software - Infrastructure Technology	$1.1B	11.84%
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.0B	11.12%