Schroder Investment Management Group
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Schroder Investment Management Group’s Liberty Energy LBRT Stock Holding History

Schroder Investment Management Group’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,613
Closed -$211K – 1184
2025
Q3 		$211K Buy
16,613
+2,559
+18% +$29.6K ﹤0.01% 1155
2025
Q2 		$161K Sell
14,054
-8,454
-38% -$102K ﹤0.01% 1131
2025
Q1 		$356K Buy
22,508
+1,496
+7% +$26.9K ﹤0.01% 1108
2024
Q4 		$418K Buy
+21,012
New +$389K ﹤0.01% 1118
2023
Q3 		– Sell
-11,915
Closed -$159K – 1222
2023
Q2 		$159K Hold
11,915
– – ﹤0.01% 1195
2023
Q1 		$153K Hold
11,915
– – ﹤0.01% 1223
2022
Q4 		$191K Buy
+11,915
New +$190K ﹤0.01% 1246
2020
Q4 		– Sell
-15,300
Closed -$133K – 1484
2020
Q3 		$133K Sell
15,300
-6,900
-31% -$48K ﹤0.01% 1220
2020
Q2 		$122K Sell
22,200
-85,700
-79% -$402K ﹤0.01% 1142
2020
Q1 		$289K Sell
107,900
-38,300
-26% -$267K ﹤0.01% 1057
2019
Q4 		$1.63M Sell
146,200
-505,044
-78% -$4.79M ﹤0.01% 911
2019
Q3 		$7.07M Sell
651,244
-1,195,844
-65% -$14.7M 0.01% 688
2019
Q2 		$29.9M Buy
1,847,088
+801,944
+77% +$12.3M 0.02% 521
2019
Q1 		$16.1M Buy
+1,045,144
New +$16M 0.03% 502

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Schroder Investment Management Group's LBRT Position: Q4 2025 in Review

Schroder Investment Management Group sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 16,613 shares — an estimated $211K sold.

Schroder Investment Management Group first reported a position in LBRT in Q1 2019 and held it in 14 quarters. The position peaked at $29.9M in Q2 2019. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Schroder Investment Management Group reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 16,613 Liberty Energy shares in Q4 2025, an estimated $211K.
  • Schroder Investment Management Group first reported a position in Liberty Energy in Q1 2019 and held it in 14 quarters.
  • Schroder Investment Management Group's Liberty Energy position peaked at $29.9M in Q2 2019.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Schroder Investment Management Group's 13F filing for Q4 2025, filed 13 Feb 2026.