LandBridge Co LLC
LB- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0001995807
In the last 90 days, LandBridge Co LLC insiders filed 0 open-market purchases and 1 sale; 192 institutions reported holding it in 13F filings for Q2 2026, worth $2.25B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in LandBridge Co LLC as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 192
- +8 vs. Q1 2026
- Shares held
- 28.5M
- +1.25M (+4.6%) vs. Q1 2026
- Total value
- $2.25B
- +$376.0M (+20.0%) vs. Q1 2026
- New holders
- 33
- 72 more added
- Sold out
- 25
- 58 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 192 | $2.25B |
| Q1 2026 | 187 | $1.89B |
| Q4 2025 | 150 | $1.37B |
| Q3 2025 | 156 | $1.35B |
| Q2 2025 | 156 | $1.70B |
| Q1 2025 | 145 | $1.68B |
| Q4 2024 | 124 | $1.25B |
| Q3 2024 | 59 | $588.3M |
| Q2 2024 | 37 | $337.4M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 7,082,845 | $561.2M | 1.43% | +25,617+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 5,821,263 | $461.3M | 5.23% | +164,129+2.9% | Added |
| FMR LLC | 1,775,450 | $140.7M | 0.01% | +440,622+33.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,276,671 | $101.2M | 0.07% | +1,276,671 | New |
| Vanguard Portfolio Management LLC | 1,267,116 | $100.4M | 0.00% | +27,218+2.2% | Added |
| William Blair Investment Management, LLC | 1,235,265 | $97.9M | 0.29% | +347,799+39.2% | Added |
| Morgan Stanley | 731,836 | $58.0M | 0.00% | −743,991−50.4% | Reduced |
| Schwartz Investment Counsel Inc | 644,716 | $51.1M | 1.70% | +51,825+8.7% | Added |
| Hood River Capital Management LLC | 592,619 | $47.0M | 0.34% | −28,456−4.6% | Reduced |
| UBS Group AG | 573,587 | $45.5M | 0.01% | −59,582−9.4% | Reduced |
| DF Dent & Co Inc | 567,536 | $45.0M | 0.85% | +69,729+14.0% | Added |
| Two Sigma Investments, LP | 518,850 | $41.1M | 0.03% | −26,627−4.9% | Reduced |
| Cortland Associates Inc | 384,317 | $30.5M | 4.40% | −14,391−3.6% | Reduced |
| Raymond James Financial Inc | 376,807 | $29.9M | 0.01% | +13,695+3.8% | Added |
| Captrust Financial Advisors | 281,951 | $22.3M | 0.03% | +7,392+2.7% | Added |
| Mad River Investors | 267,953 | $21.2M | 7.94% | +1,568+0.6% | Added |
| Moors & Cabot, Inc. | 251,704 | $19.9M | 0.78% | +27,710+12.4% | Added |
| Ashford Capital Management Inc | 234,860 | $18.6M | 2.00% | −13,680−5.5% | Reduced |
| One Charles Private Wealth Services, LLC | 224,152 | $17.8M | 4.09% | −11,613−4.9% | Reduced |
| Wells Fargo & Company | 222,604 | $17.6M | 0.00% | +34,349+18.2% | Added |
| Millennium Management LLC | 211,305 | $16.7M | 0.01% | +192,440+1,020.1% | Added |
| EagleClaw Capital Managment, LLC | 210,805 | $16.7M | 2.24% | +1,850+0.9% | Added |
| Summit Street Capital Management, LLC | 203,365 | $16.1M | 2.26% | −23,893−10.5% | Reduced |
| HighTower Advisors, LLC | 140,912 | $11.2M | 0.01% | −15,997−10.2% | Reduced |
| Tocqueville Asset Management L.P. | 128,490 | $10.2M | 0.13% | +27,540+27.3% | Added |
| Marshall Wace, LLP | 118,494 | $9.39M | 0.01% | −443,568−78.9% | Reduced |
| BlackRock, Inc. | 108,741 | $8.62M | 0.00% | +21,735+25.0% | Added |
| Jane Street Group, LLC | 106,520 | $8.44M | 0.01% | −108,178−50.4% | Reduced |
| Sprott Inc. | 100,059 | $7.93M | 0.26% | +1,455+1.5% | Added |
| Ghisallo Capital Management LLC | 100,000 | $7.92M | 0.16% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 100,000 | $7.92M | 0.32% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 95,243 | $7.55M | 0.13% | +1,746+1.9% | Added |
| Advisory Services Network, LLC | 91,909 | $7.28M | 0.08% | +1,038+1.1% | Added |
| Daiwa Securities Group Inc. | 85,738 | $6.79M | 0.02% | +85,738 | New |
| Tudor Investment Corp Et Al | 83,955 | $6.65M | 0.03% | +43,563+107.9% | Added |
| one8zero8, LLC | 83,668 | $6.63M | 1.31% | +6,015+7.7% | Added |
| Goldman Sachs Group Inc | 78,767 | $6.24M | 0.00% | +53,794+215.4% | Added |
| AQR Capital Management LLC | 75,633 | $5.99M | 0.00% | −2,170−2.8% | Reduced |
| Promethium Advisors,llc | 68,930 | $5.46M | 2.62% | +1,692+2.5% | Added |
| SEI Investments Co | 67,360 | $5.34M | 0.00% | −67,360−50.0% | Reduced |
| Barclays PLC | 58,629 | $4.65M | 0.00% | +27,772+90.0% | Added |
| Geode Capital Management, LLC | 58,491 | $4.63M | 0.00% | +3,310+6.0% | Added |
| Commonwealth Equity Services, LLC | 58,077 | $4.60M | 0.01% | +30,476+110.4% | Added |
| Viking Fund Management LLC | 56,000 | $4.44M | 0.40% | 00.0% | Unchanged |
| Swiss National Bank | 55,900 | $4.43M | 0.00% | +900+1.6% | Added |
| Legal & General Group Plc | 52,313 | $4.09M | 0.00% | +34,585+195.1% | Added |
| Bank of America Corp | 51,416 | $4.07M | 0.00% | −13,517−20.8% | Reduced |
| State Street Corp | 51,066 | $4.05M | 0.00% | +20,538+67.3% | Added |
| JPMorgan Chase & Co | 56,931 | $3.98M | 0.00% | +56,926+1,138,520.0% | Added |
| XTX Topco Ltd | 49,995 | $3.96M | 0.05% | +45,549+1,024.5% | Added |
| Cinctive Capital Management LP | 49,826 | $3.95M | 0.16% | +43,525+690.8% | Added |
| Kingswood Wealth Advisors, LLC | 46,097 | $3.65M | 0.15% | −19,635−29.9% | Reduced |
| TD Asset Management Inc | 42,934 | $3.40M | 0.00% | +42,934 | New |
| Citigroup Inc | 38,554 | $3.06M | 0.00% | +35,530+1,174.9% | Added |
| Atlas Wealth Partners, LLC | 38,420 | $3.04M | 3.33% | +390+1.0% | Added |
| Resources Investment Advisors, LLC. | 35,051 | $2.78M | 0.02% | −388−1.1% | Reduced |
| Annex Advisory Services, LLC | 33,466 | $2.65M | 0.05% | +3,556+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 32,008 | $2.54M | 0.01% | +9,776+44.0% | Added |
| California State Teachers Retirement System | 31,575 | $2.50M | 0.00% | +7,795+32.8% | Added |
| Ipswich Investment Management Co., Inc. | 28,882 | $2.29M | 0.48% | −1,497−4.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,277 | $2.16M | 0.01% | +488+1.8% | Added |
| Fenimore Asset Management Inc | 26,000 | $2.06M | 0.04% | +26,000 | New |
| UBS Asset Management Americas Inc | 22,953 | $1.82M | 0.00% | +2,680+13.2% | Added |
| Citadel Advisors LLC | 22,360 | $1.77M | 0.00% | −181,873−89.1% | Reduced |
| PKS Advisory Services, LLC | 21,765 | $1.72M | 0.28% | +21,765 | New |
| Rockefeller Capital Management L.P. | 21,733 | $1.72M | 0.00% | −4,262−16.4% | Reduced |
| Janney Montgomery Scott LLC | 20,702 | $1.64M | 0.00% | +770+3.9% | Added |
| Independent Advisor Alliance | 19,123 | $1.52M | 0.04% | +337+1.8% | Added |
| D. E. Shaw & Co., Inc. | 19,042 | $1.51M | 0.00% | +19,042 | New |
| Royal Bank of Canada | 19,001 | $1.50M | 0.00% | −25,984−57.8% | Reduced |
| Essex Financial Services, Inc. | 18,912 | $1.50M | 0.07% | −1,431−7.0% | Reduced |
| Vanguard Asset Management, Ltd | 18,395 | $1.46M | 0.00% | 00.0% | Unchanged |
| Santa Monica Partners LP | 18,000 | $1.43M | 0.77% | 00.0% | Unchanged |
| LPL Financial LLC | 17,597 | $1.39M | 0.00% | +890+5.3% | Added |
| Balyasny Asset Management LLC | 17,401 | $1.38M | 0.00% | −5,491−24.0% | Reduced |
| Spears Abacus Advisors LLC | 17,340 | $1.37M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,637 | $1.32M | 0.00% | +1,757+11.8% | Added |
| Pecaut & Co. | 15,894 | $1.26M | 0.38% | +10.0% | Added |
| State of New Jersey Common Pension Fund D | 15,570 | $1.23M | 0.00% | +15,570 | New |
| Malaga Cove Capital, LLC | 14,971 | $1.19M | 0.38% | −182−1.2% | Reduced |
| Gsa Capital Partners LLP | 14,602 | $1.16M | 0.07% | −15,340−51.2% | Reduced |
| Northern Trust Corp | 14,544 | $1.15M | 0.00% | +4,026+38.3% | Added |
| Beacon Pointe Advisors, LLC | 14,241 | $1.13M | 0.01% | +14,241 | New |
| Sierra Summit Advisors LLC | 14,210 | $1.13M | 0.13% | +14,210 | New |
| Dimensional Fund Advisors LP | 13,117 | $1.04M | 0.00% | +7,116+118.6% | Added |
| Pekin Hardy Strauss, Inc. | 12,850 | $1.02M | 0.09% | +150+1.2% | Added |
| Adalta Capital Management LLC | 12,735 | $1.01M | 0.44% | +1,450+12.8% | Added |
| Occudo Quantitative Strategies LP | 12,659 | $1.00M | 0.05% | +12,659 | New |
| Apollon Wealth Management, LLC | 12,658 | $1.00M | 0.01% | −2,238−15.0% | Reduced |
| Cetera Investment Advisers | 12,536 | $993.4K | 0.00% | −2,103−14.4% | Reduced |
| Renaissance Capital LLC | 12,411 | $983.4K | 0.54% | +922+8.0% | Added |
| Blair William & Co | 12,279 | $973.0K | 0.00% | −297−2.4% | Reduced |
| Private Advisor Group, LLC | 12,237 | $969.7K | 0.00% | −3,995−24.6% | Reduced |
| Engineers Gate Manager LP | 11,040 | $874.8K | 0.01% | −3,361−23.3% | Reduced |
| Jupiter Topco LLC | 10,925 | $867.1K | 0.00% | +10,925 | New |
| Brevan Howard Capital Management LP | 10,528 | $834.2K | 0.01% | −2,076−16.5% | Reduced |
| Fieldview Capital Management, LLC | 9,712 | $769.6K | 0.22% | +6,040+164.5% | Added |
| Jump Financial, LLC | 9,124 | $723.0K | 0.01% | +9,124 | New |
| Mariner, LLC | 8,914 | $706.6K | 0.00% | +931+11.7% | Added |
| Zuckerman Investment Group, LLC | 8,700 | $689.4K | 0.06% | 00.0% | Unchanged |