LandBridge Co LLC

Exchange: NYSE
Industry: Oil Royalty Traders
SEC CIK: 0001995807

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding LandBridge Co LLC changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of LB: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	37	1	59	+23
Shares	14.6M	500.0K	15.1M	+980.9K (+7.0%)
Value	$337.4M	$11.6M	$588.3M	+$262.5M (+80.6%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held LandBridge Co LLC at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to LB in Q3 2024
Institution	Shares	Value	% of portfolio
Morgan Stanley	415,555	$16.3M	0.00%
Bornite Capital Management LP	345,000	$13.5M	2.39%
BlackRock, Inc.	284,211	$11.1M	0.00%
Mad River Investors	232,550	$9.10M	5.05%
Gilder Gagnon Howe & Co LLC	205,205	$8.03M	0.10%
FIL Ltd	183,142	$7.16M	0.01%
Moors & Cabot, Inc.	109,970	$4.30M	0.21%
Tocqueville Asset Management L.P.	81,950	$3.21M	0.05%
Zweig-DiMenna Associates LLC	50,000	$1.96M	0.20%
Sprott Inc.	48,323	$1.89M	0.12%
Lombard Odier Asset Management (USA) Corp	36,373	$1.42M	0.53%
Raymond James Financial Services Advisors, Inc.	32,456	$1.27M	0.00%
International Assets Investment Management, LLC	46,944	$1.20M	0.01%
UBS Group AG	27,915	$1.09M	0.00%
EagleClaw Capital Managment, LLC	23,525	$920.3K	0.15%
Dark Forest Capital Management LP	21,587	$844.5K	0.11%
Promethium Advisors,llc	20,951	$819.6K	0.58%
Quantedge Capital Pte Ltd	17,400	$680.7K	0.20%
Royal Bank of Canada	16,016	$627.0K	0.00%
Pecaut & Co.	15,500	$606.4K	0.21%
Flow Traders U.S. LLC	15,335	$600.0K	0.03%
Goldman Sachs Group Inc	13,966	$546.4K	0.00%
Verition Fund Management LLC	13,690	$535.6K	0.00%
Marex Group plc	11,900	$465.5K	0.01%
Resources Investment Advisors, LLC.	9,800	$383.4K	0.00%
HRT Financial LP	9,563	$374.0K	0.00%
Phoenix Holdings Ltd.	7,909	$309.4K	0.00%
Engineers Gate Manager LP	7,626	$298.3K	0.01%
Requisite Capital Management, LLC	7,500	$293.4K	0.06%
Wells Fargo & Company	6,400	$250.4K	0.00%
LPL Financial LLC	5,578	$218.2K	0.00%
Axxcess Wealth Management, LLC	5,572	$218.0K	0.01%
BNP Paribas Arbitrage, SA	4,300	$168.2K	0.00%
Advisor Group Holdings, Inc.	2,685	$105.0K	0.00%
Steward Partners Investment Advisory, LLC	1,696	$66.3K	0.00%
M&R Capital Management Inc	1,000	$39.1K	0.01%
Comerica Bank	893	$34.9K	0.00%
nVerses Capital, LLC	800	$31.3K	0.01%
Bank of America Corp	265	$10.4K	0.00%
GWM Advisors LLC	184	$7.20K	0.00%
Financial Management Professionals, Inc.	100	$4.00K	0.00%
Tower Research Capital LLC (TRC)	18	$704	0.00%

Sold out (19)

Institutions that held LandBridge Co LLC at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of LB in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Adage Capital Partners GP, L.L.C.	1,100,000	$25.5M
Cinctive Capital Management LP	250,000	$5.79M
Eagle Global Advisors LLC	240,000	$5.56M
Wellington Management Group LLP	212,443	$4.92M
Alyeska Investment Group, L.P.	200,000	$4.63M
Teacher Retirement System of Texas	125,000	$2.89M
Jane Street Group, LLC	107,861	$2.50M
Monashee Investment Management LLC	100,000	$2.31M
Capstone Investment Advisors, LLC	65,470	$1.52M
Marshall Wace, LLP	50,000	$1.16M
Barclays PLC	40,778	$944.0K
Weiss Asset Management LP	25,000	$578.8K
Point72 (DIFC) Ltd	21,471	$497.1K
Rokos Capital Management LLP	20,000	$458.9K
Oxford Asset Management LLP	17,000	$393.6K
Two Sigma Investments, LP	12,000	$277.8K
Mirabella Financial Services LLP	11,160	$258.4K
Winton Group Ltd	10,560	$244.5K
FNY Investment Advisers, LLC	2,775	$64.0K

Not filed for Q3 2024 yet (1)

Institutions that held LandBridge Co LLC at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LB in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	500,000	$11.6M