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, Q3 2024
Institutional positions in LandBridge Co LLC as of Sep 30, 2024. 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
- 59
- +23 vs. Q2 2024
- Shares held
- 15.1M
- +980.9K (+7.0%) vs. Q2 2024
- Total value
- $588.3M
- +$262.5M (+80.6%) vs. Q2 2024
- New holders
- 42
- 9 more added
- Sold out
- 19
- 4 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 | $1.69B |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 5,190,867 | $203.1M | 3.04% | +484,968+10.3% | Added |
| FMR LLC | 2,378,121 | $93.0M | 0.01% | +686,070+40.5% | Added |
| First Manhattan Co | 2,197,126 | $86.0M | 0.25% | +276,691+14.4% | Added |
| Hill City Capital, LP | 1,000,000 | $39.1M | 2.58% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 422,168 | $16.5M | 0.59% | +363,345+617.7% | Added |
| Morgan Stanley | 415,555 | $16.3M | 0.00% | +415,555 | New |
| Bornite Capital Management LP | 345,000 | $13.5M | 2.39% | +345,000 | New |
| Zimmer Partners, LP | 300,000 | $11.7M | 0.22% | 00.0% | Unchanged |
| BlackRock, Inc. | 284,211 | $11.1M | 0.00% | +284,211 | New |
| Yaupon Capital Management LP | 270,062 | $10.6M | 0.71% | −229,938−46.0% | Reduced |
| Mad River Investors | 232,550 | $9.10M | 5.05% | +232,550 | New |
| Raymond James & Associates | 229,350 | $8.97M | 0.01% | +19,350+9.2% | Added |
| Gilder Gagnon Howe & Co LLC | 205,205 | $8.03M | 0.10% | +205,205 | New |
| FIL Ltd | 183,142 | $7.16M | 0.01% | +183,142 | New |
| Millennium Management LLC | 177,323 | $6.94M | 0.01% | −122,677−40.9% | Reduced |
| Moors & Cabot, Inc. | 109,970 | $4.30M | 0.21% | +109,970 | New |
| Blackstone Group Inc. | 100,000 | $3.91M | 0.02% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 100,000 | $3.91M | 0.87% | +12,500+14.3% | Added |
| Balyasny Asset Management LLC | 95,454 | $3.73M | 0.01% | −179,571−65.3% | Reduced |
| Tocqueville Asset Management L.P. | 81,950 | $3.21M | 0.05% | +81,950 | New |
| HighTower Advisors, LLC | 68,649 | $2.69M | 0.00% | +54,048+370.2% | Added |
| Cohen & Steers, Inc. | 64,824 | $2.54M | 0.00% | −115,020−64.0% | Reduced |
| Squarepoint Ops LLC | 60,916 | $2.38M | 0.01% | +916+1.5% | Added |
| Ghisallo Capital Management LLC | 50,000 | $1.96M | 0.10% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 50,000 | $1.96M | 0.20% | +50,000 | New |
| Sprott Inc. | 48,323 | $1.89M | 0.12% | +48,323 | New |
| Lombard Odier Asset Management (USA) Corp | 36,373 | $1.42M | 0.53% | +36,373 | New |
| Raymond James Financial Services Advisors, Inc. | 32,456 | $1.27M | 0.00% | +32,456 | New |
| International Assets Investment Management, LLC | 46,944 | $1.20M | 0.01% | +46,944 | New |
| UBS Group AG | 27,915 | $1.09M | 0.00% | +27,915 | New |
| EagleClaw Capital Managment, LLC | 23,525 | $920.3K | 0.15% | +23,525 | New |
| Dark Forest Capital Management LP | 21,587 | $844.5K | 0.11% | +21,587 | New |
| Promethium Advisors,llc | 20,951 | $819.6K | 0.58% | +20,951 | New |
| Quantedge Capital Pte Ltd | 17,400 | $680.7K | 0.20% | +17,400 | New |
| Royal Bank of Canada | 16,016 | $627.0K | 0.00% | +16,016 | New |
| Pecaut & Co. | 15,500 | $606.4K | 0.21% | +15,500 | New |
| Flow Traders U.S. LLC | 15,335 | $600.0K | 0.03% | +15,335 | New |
| Goldman Sachs Group Inc | 13,966 | $546.4K | 0.00% | +13,966 | New |
| Verition Fund Management LLC | 13,690 | $535.6K | 0.00% | +13,690 | New |
| Marex Group plc | 11,900 | $465.5K | 0.01% | +11,900 | New |
| Resources Investment Advisors, LLC. | 9,800 | $383.4K | 0.00% | +9,800 | New |
| HRT Financial LP | 9,563 | $374.0K | 0.00% | +9,563 | New |
| Centiva Capital, LP | 9,527 | $372.7K | 0.02% | +427+4.7% | Added |
| Phoenix Holdings Ltd. | 7,909 | $309.4K | 0.00% | +7,909 | New |
| Engineers Gate Manager LP | 7,626 | $298.3K | 0.01% | +7,626 | New |
| Requisite Capital Management, LLC | 7,500 | $293.4K | 0.06% | +7,500 | New |
| Wells Fargo & Company | 6,400 | $250.4K | 0.00% | +6,400 | New |
| LPL Financial LLC | 5,578 | $218.2K | 0.00% | +5,578 | New |
| Axxcess Wealth Management, LLC | 5,572 | $218.0K | 0.01% | +5,572 | New |
| BNP Paribas Arbitrage, SA | 4,300 | $168.2K | 0.00% | +4,300 | New |
| Advisor Group Holdings, Inc. | 2,685 | $105.0K | 0.00% | +2,685 | New |
| Steward Partners Investment Advisory, LLC | 1,696 | $66.3K | 0.00% | +1,696 | New |
| M&R Capital Management Inc | 1,000 | $39.1K | 0.01% | +1,000 | New |
| Comerica Bank | 893 | $34.9K | 0.00% | +893 | New |
| nVerses Capital, LLC | 800 | $31.3K | 0.01% | +800 | New |
| Bank of America Corp | 265 | $10.4K | 0.00% | +265 | New |
| GWM Advisors LLC | 184 | $7.20K | 0.00% | +184 | New |
| Financial Management Professionals, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 18 | $704 | 0.00% | +18 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −212,443−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −107,861−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −65,470−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −40,778−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −21,471−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,160−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |