Exploring Liberty Energy Inc. (LBRT) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Liberty Energy Inc. (LBRT), and what drives their investment decisions? As of December 31, 2024, institutional investors held a significant stake, with 763 institutions owning a total of 228,484,834 shares. The company's financial performance shows a revenue of $977 million in the first quarter of 2025, and Adjusted EBITDA of $168 million. Let's delve into the details of LBRT's investor profile, exploring who's buying, who's selling, and the factors influencing their strategies, especially considering the company repurchased and retired 1.0% of shares in the first quarter of 2025, and a cumulative 15.9% since July 2022.

Liberty Energy Inc. (LBRT) Who Invests in [Company Name] and Why?

Understanding the investor profile of Liberty Energy Inc. (LBRT) provides valuable insights into the market's perception of the company. By examining the types of investors and their motivations, a clearer picture emerges of the factors driving investment decisions.

Key Investor Types

Liberty Energy Inc. has a diverse shareholder base, including retail investors, institutional investors, and hedge funds.

• Institutional Investors: These entities hold a significant portion of Liberty Energy's shares. As of April 2025, 759 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 228,535,666 shares. Major institutional investors include:
  • BlackRock, Inc.
  • Vanguard Group Inc
  • FMR LLC
  • Dimensional Fund Advisors LP
  • State Street Corp
  • Macquarie Group Ltd
• Retail Investors: These are individual investors who purchase shares through brokerage accounts. While their collective holding is smaller than that of institutions, their sentiment can influence stock price, especially in the short term. Approximately 7.53% of Liberty Energy Inc. is owned by retail investors.
• Hedge Funds: Hedge funds also hold positions in Liberty Energy. Currently, 192 hedge funds' portfolios include Liberty Energy Inc.'s stocks, accounting for 73.9% of the company's outstanding shares, which constitutes 140.73M shares. However, there was a decrease of -4.86%, or -7.18M shares, compared to the previous quarter.

Investment Motivations

Several factors attract investors to Liberty Energy Inc., including growth prospects, strategic investments, and market positioning.

• Growth Prospects: Investors are drawn to Liberty Energy's potential for revenue and earnings growth. The company's expansion into power generation and related services is expected to provide more stable revenues in the long term. The projected annual revenue for Liberty Energy is $5,743 million, a 33.09% increase.
• Strategic Investments: Liberty Energy has made strategic investments in geothermal, nuclear, battery, and power generation technologies. These investments signal a commitment to long-term value creation and diversification.
• Market Position: Liberty Energy is a leading energy services company, providing hydraulic fracturing services and related technologies to onshore oil and natural gas exploration and production companies in North America. The company's focus on innovation and technology enhances efficiency and reduces environmental impact.
• Shareholder Returns: Liberty Energy has demonstrated a commitment to returning capital to shareholders through share repurchases and dividends. Since July 2022, the company has distributed $550 million to shareholders through share repurchases and quarterly cash dividends. The company’s board of directors declared a quarterly dividend of $0.08 per share to its Class A common shareholders.
• Strong Financial Performance: Liberty Energy reported strong financial results for the year 2024, including revenue of $4.3 billion, net income of $316 million, and adjusted EBITDA of $922 million.

Investment Strategies

Investors in Liberty Energy Inc. employ various strategies, influenced by their investment goals and risk tolerance.

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, driven by the company's growth prospects and strategic investments. These investors aim to benefit from the company's long-term value creation.
• Short-Term Trading: Some investors, particularly hedge funds, may engage in short-term trading strategies to capitalize on price fluctuations. This approach is based on technical analysis and market sentiment.
• Value Investing: Value investors are attracted to Liberty Energy's intrinsic value, as indicated by its financial performance and market position. These investors believe the stock is undervalued and has the potential for appreciation.

Ownership Trends

Institutional ownership of Liberty Energy Inc. has seen some changes recently.

For additional insights into Liberty Energy's strategic goals, see Mission Statement, Vision, & Core Values of Liberty Energy Inc. (LBRT).

Liberty Energy Inc. (LBRT) Institutional Ownership and Major Shareholders of Liberty Energy Inc. (LBRT)

Institutional ownership in Liberty Energy Inc. (LBRT) can significantly influence its stock price and corporate strategy. These large investors often have substantial resources and expertise, and their decisions can impact market sentiment.

Here's a look at some of the major players:

• Top Institutional Investors: Identifying the largest institutional investors provides insight into who holds significant stakes in Liberty Energy Inc. (LBRT).
• Recent Ownership Changes: Examining whether these institutions have increased or decreased their positions recently can indicate their confidence in the company's future.
• Influence on Stock and Strategy: Understanding the role these investors play helps to decipher their potential impact on Liberty Energy Inc. (LBRT)'s stock performance and overall strategic direction.

As of the latest filings, the top institutional holders of Liberty Energy Inc. (LBRT) are:

• BlackRock Fund Advisors: As a major institutional investor, BlackRock Fund Advisors holds a significant number of shares in Liberty Energy Inc. (LBRT).
• The Vanguard Group Inc: The Vanguard Group Inc. is another key institutional investor with a substantial stake in Liberty Energy Inc. (LBRT).
• State Street Global Advisors Inc: State Street Global Advisors Inc. also appears as one of the top institutional holders of Liberty Energy Inc. (LBRT).

These institutions manage vast portfolios and their investment decisions are closely watched by other investors. Their actions can reflect their outlook on the company’s prospects and the broader energy sector.

Changes in institutional ownership can signal shifts in sentiment towards Liberty Energy Inc. (LBRT). For instance, if major institutional investors have been increasing their positions, it could indicate a positive outlook on the company's future performance. Conversely, a decrease in their holdings might suggest concerns about the company's prospects.

The role of institutional investors extends beyond just holding shares. Their influence can impact Liberty Energy Inc. (LBRT)'s stock price through trading activity and market perception. Additionally, these investors may engage with the company's management on issues such as corporate governance, strategic direction, and executive compensation.

Understanding the dynamics of institutional ownership provides valuable context for investors looking at Liberty Energy Inc. (LBRT). By tracking the actions of these major players, investors can gain insights into the potential drivers of the company's stock performance and strategic decisions.

Here is a table summarizing some of the key institutional investors and their approximate holdings in Liberty Energy Inc. (LBRT):

These figures are based on the most recent publicly available information and may vary slightly depending on the source and timing of the data.

Institutional investors play a crucial role in Liberty Energy Inc. (LBRT)'s market dynamics. Monitoring their activity can offer valuable insights into the company's potential trajectory. For more insights into Liberty Energy Inc. (LBRT), you might find this link useful: Mission Statement, Vision, & Core Values of Liberty Energy Inc. (LBRT).

Liberty Energy Inc. (LBRT) Key Investors and Their Impact on Liberty Energy Inc. (LBRT)

Understanding who invests in Liberty Energy Inc. (LBRT) and why can offer valuable insights into the company's potential and stability. Examining the profiles and recent activities of key investors helps to gauge market sentiment and potential future movements of the stock.

Institutional investors represent a significant portion of Liberty Energy Inc. (LBRT)'s shareholder base. These entities often conduct extensive research before investing, and their actions can significantly influence the company's stock price.

Here's a look at some aspects of investor influence and recent moves:

• Notable Investors: Identifying major institutional holders can provide insights into the long-term confidence in Liberty Energy Inc. (LBRT). While specific names of funds with the largest stakes can change, it's common to see participation from large asset management firms.
• Investor Influence: Large institutional investors can exert influence through voting rights on key company decisions, such as board member elections and significant corporate actions. Their investment decisions also impact the stock's liquidity and valuation.
• Recent Moves: Monitoring significant changes in holdings, such as a large fund increasing or decreasing its stake, can signal shifts in investor sentiment.

While specific, up-to-the-minute data on all investors is continuously changing, resources that track institutional holdings and insider trading activity provide valuable information. These resources usually require subscriptions but offer detailed snapshots of ownership trends.

Examining investor profiles often involves looking at the types of investors involved:

• Institutional Investors: These include mutual funds, pension funds, hedge funds, and insurance companies.
• Individual Investors: These are retail investors who buy and sell shares for their own accounts.
• Insider Ownership: This refers to shares held by the company's executives and board members. High insider ownership can align management's interests with those of shareholders.

Keep in mind that investment decisions are influenced by a variety of factors, including macroeconomic conditions, industry trends, and company-specific performance. Understanding these factors can help in interpreting investor behavior and its potential impact on Liberty Energy Inc. (LBRT).

To gain more historical context and understand Liberty Energy Inc. (LBRT)'s background, mission, and how it operates, you might find this resource helpful: Liberty Energy Inc. (LBRT): History, Ownership, Mission, How It Works & Makes Money

Liberty Energy Inc. (LBRT) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Liberty Energy Inc. (LBRT) is crucial for assessing the company's current standing and future prospects. Recent market behaviors and analyst perspectives provide valuable insights into how major shareholders influence the company.

Major shareholders' sentiment significantly impacts Liberty Energy Inc.'s (LBRT) stock performance. Positive sentiment from large institutional investors can drive up the stock price, while negative sentiment may lead to a decline. Monitoring these shifts can provide an early indication of potential changes in the company's trajectory.

Recent market reactions to changes in ownership or large investor moves can be indicative of the overall confidence in Liberty Energy Inc. (LBRT). For example, a significant purchase of shares by a well-known investment firm might lead to a positive market reaction, as it signals confidence in the company's future. Conversely, a large sell-off could trigger concerns and a subsequent drop in stock price.

Analyst perspectives play a crucial role in interpreting the impact of key investors on Liberty Energy Inc.'s (LBRT) future. Analysts often provide insights into the rationale behind major investment decisions, potential risks and opportunities, and the overall outlook for the company. These analyses can help investors make informed decisions about their positions in Liberty Energy Inc. (LBRT).

Key factors influencing investor sentiment and market reactions include:

• Company Performance: Revenue growth, profitability, and operational efficiency.
• Industry Trends: Changes in the energy sector, including technological advancements and regulatory shifts.
• Macroeconomic Factors: Interest rates, inflation, and overall economic growth.
• Specific Company News: Earnings reports, strategic initiatives, and significant contracts.

For additional insights into the company's guiding principles, explore Mission Statement, Vision, & Core Values of Liberty Energy Inc. (LBRT).

Below is a table summarizing key financial data and analyst ratings for Liberty Energy Inc. (LBRT):

Understanding these elements provides a comprehensive view of how investor sentiment and market dynamics influence Liberty Energy Inc.'s (LBRT) performance and future outlook.