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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 18 | $704 | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| GWM Advisors LLC | 184 | $7.20K | 0.00% | +184 | New |
| Bank of America Corp | 265 | $10.4K | 0.00% | +265 | New |
| nVerses Capital, LLC | 800 | $31.3K | 0.01% | +800 | New |
| Comerica Bank | 893 | $34.9K | 0.00% | +893 | New |
| M&R Capital Management Inc | 1,000 | $39.1K | 0.01% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 1,696 | $66.3K | 0.00% | +1,696 | New |
| Advisor Group Holdings, Inc. | 2,685 | $105.0K | 0.00% | +2,685 | New |
| BNP Paribas Arbitrage, SA | 4,300 | $168.2K | 0.00% | +4,300 | New |
| Axxcess Wealth Management, LLC | 5,572 | $218.0K | 0.01% | +5,572 | New |
| LPL Financial LLC | 5,578 | $218.2K | 0.00% | +5,578 | New |
| Wells Fargo & Company | 6,400 | $250.4K | 0.00% | +6,400 | New |
| Requisite Capital Management, LLC | 7,500 | $293.4K | 0.06% | +7,500 | New |
| Engineers Gate Manager LP | 7,626 | $298.3K | 0.01% | +7,626 | New |
| Phoenix Holdings Ltd. | 7,909 | $309.4K | 0.00% | +7,909 | New |
| Centiva Capital, LP | 9,527 | $372.7K | 0.02% | +427+4.7% | Added |
| HRT Financial LP | 9,563 | $374.0K | 0.00% | +9,563 | New |
| Resources Investment Advisors, LLC. | 9,800 | $383.4K | 0.00% | +9,800 | New |
| Marex Group plc | 11,900 | $465.5K | 0.01% | +11,900 | New |
| Verition Fund Management LLC | 13,690 | $535.6K | 0.00% | +13,690 | New |
| Goldman Sachs Group Inc | 13,966 | $546.4K | 0.00% | +13,966 | New |
| Flow Traders U.S. LLC | 15,335 | $600.0K | 0.03% | +15,335 | New |
| Pecaut & Co. | 15,500 | $606.4K | 0.21% | +15,500 | New |
| Royal Bank of Canada | 16,016 | $627.0K | 0.00% | +16,016 | New |
| Quantedge Capital Pte Ltd | 17,400 | $680.7K | 0.20% | +17,400 | New |
| Promethium Advisors,llc | 20,951 | $819.6K | 0.58% | +20,951 | New |
| Dark Forest Capital Management LP | 21,587 | $844.5K | 0.11% | +21,587 | New |
| EagleClaw Capital Managment, LLC | 23,525 | $920.3K | 0.15% | +23,525 | New |
| UBS Group AG | 27,915 | $1.09M | 0.00% | +27,915 | New |
| International Assets Investment Management, LLC | 46,944 | $1.20M | 0.01% | +46,944 | New |
| Raymond James Financial Services Advisors, Inc. | 32,456 | $1.27M | 0.00% | +32,456 | New |
| Lombard Odier Asset Management (USA) Corp | 36,373 | $1.42M | 0.53% | +36,373 | New |
| Sprott Inc. | 48,323 | $1.89M | 0.12% | +48,323 | New |
| 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 |
| Squarepoint Ops LLC | 60,916 | $2.38M | 0.01% | +916+1.5% | Added |
| Cohen & Steers, Inc. | 64,824 | $2.54M | 0.00% | −115,020−64.0% | Reduced |
| HighTower Advisors, LLC | 68,649 | $2.69M | 0.00% | +54,048+370.2% | Added |
| Tocqueville Asset Management L.P. | 81,950 | $3.21M | 0.05% | +81,950 | New |
| Balyasny Asset Management LLC | 95,454 | $3.73M | 0.01% | −179,571−65.3% | Reduced |
| 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 |
| Moors & Cabot, Inc. | 109,970 | $4.30M | 0.21% | +109,970 | New |
| Millennium Management LLC | 177,323 | $6.94M | 0.01% | −122,677−40.9% | Reduced |
| FIL Ltd | 183,142 | $7.16M | 0.01% | +183,142 | New |
| Gilder Gagnon Howe & Co LLC | 205,205 | $8.03M | 0.10% | +205,205 | New |
| Raymond James & Associates | 229,350 | $8.97M | 0.01% | +19,350+9.2% | Added |
| Mad River Investors | 232,550 | $9.10M | 5.05% | +232,550 | New |
| Yaupon Capital Management LP | 270,062 | $10.6M | 0.71% | −229,938−46.0% | Reduced |
| BlackRock, Inc. | 284,211 | $11.1M | 0.00% | +284,211 | New |
| Zimmer Partners, LP | 300,000 | $11.7M | 0.22% | 00.0% | Unchanged |
| Bornite Capital Management LP | 345,000 | $13.5M | 2.39% | +345,000 | New |
| Morgan Stanley | 415,555 | $16.3M | 0.00% | +415,555 | New |
| Schwartz Investment Counsel Inc | 422,168 | $16.5M | 0.59% | +363,345+617.7% | Added |
| Hill City Capital, LP | 1,000,000 | $39.1M | 2.58% | 00.0% | Unchanged |
| First Manhattan Co | 2,197,126 | $86.0M | 0.25% | +276,691+14.4% | Added |
| FMR LLC | 2,378,121 | $93.0M | 0.01% | +686,070+40.5% | Added |
| Horizon Kinetics Asset Management LLC | 5,190,867 | $203.1M | 3.04% | +484,968+10.3% | Added |
| 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 |