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, Q4 2024
Institutional positions in LandBridge Co LLC as of Dec 31, 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
- 124
- +68 vs. Q3 2024
- Shares held
- 19.4M
- +4.59M (+31.0%) vs. Q3 2024
- Total value
- $1.25B
- +$672.8M (+116.4%) vs. Q3 2024
- New holders
- 84
- 27 more added
- Sold out
- 16
- 11 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 5,399,275 | $348.8M | 4.34% | +208,408+4.0% | Added |
| First Manhattan Co | 2,713,506 | $175.3M | 0.51% | +516,380+23.5% | Added |
| FMR LLC | 1,970,455 | $127.3M | 0.01% | −407,666−17.1% | Reduced |
| Hood River Capital Management LLC | 641,345 | $41.4M | 0.61% | +641,345 | New |
| Vanguard Group Inc | 595,663 | $38.5M | 0.00% | +595,663 | New |
| Hill City Capital, LP | 595,000 | $38.4M | 2.46% | −405,000−40.5% | Reduced |
| BlackRock, Inc. | 429,722 | $27.8M | 0.00% | +145,511+51.2% | Added |
| Schwartz Investment Counsel Inc | 426,568 | $27.6M | 0.99% | +4,400+1.0% | Added |
| Morgan Stanley | 423,604 | $27.4M | 0.00% | +8,049+1.9% | Added |
| Raymond James Financial Inc | 323,968 | $20.9M | 0.01% | +323,968 | New |
| Citadel Advisors LLC | 321,523 | $20.4M | 0.02% | +321,523 | New |
| Oasis Management Co Ltd. | 291,520 | $18.8M | 6.27% | +291,520 | New |
| Gilder Gagnon Howe & Co LLC | 278,856 | $18.0M | 0.19% | +73,651+35.9% | Added |
| Summit Street Capital Management, LLC | 269,191 | $17.7M | 2.77% | +269,191 | New |
| Yaupon Capital Management LP | 249,875 | $16.1M | 1.02% | −20,187−7.5% | Reduced |
| Ghisallo Capital Management LLC | 249,875 | $16.1M | 0.94% | +199,875+399.8% | Added |
| Boston Financial Mangement LLC | 236,475 | $15.3M | 0.46% | +236,475 | New |
| Burkehill Global Management, LP | 249,875 | $15.3M | 1.45% | +249,875 | New |
| Mad River Investors | 233,452 | $15.1M | 7.01% | +902+0.4% | Added |
| Moors & Cabot, Inc. | 198,725 | $12.8M | 0.61% | +88,755+80.7% | Added |
| Driehaus Capital Management LLC | 196,220 | $12.7M | 0.10% | +196,220 | New |
| Renaissance Technologies LLC | 171,300 | $11.1M | 0.02% | +171,300 | New |
| UBS Group AG | 171,228 | $11.1M | 0.00% | +143,313+513.4% | Added |
| Heights Capital Management, Inc | 166,583 | $10.8M | 5.35% | +166,583 | New |
| Cortland Associates Inc | 150,573 | $9.73M | 1.11% | +150,573 | New |
| Goldman Sachs Group Inc | 135,548 | $8.76M | 0.00% | +121,582+870.6% | Added |
| Moore Capital Management, LP | 124,937 | $8.07M | 0.15% | +124,937 | New |
| Monashee Investment Management LLC | 124,937 | $8.07M | 1.11% | +124,937 | New |
| Blackstone Group Inc. | 100,000 | $6.46M | 0.03% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 100,000 | $6.46M | 2.96% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 99,225 | $6.41M | 1.02% | +75,700+321.8% | Added |
| Bridgewater Associates, LP | 96,928 | $6.26M | 0.03% | +96,928 | New |
| Tocqueville Asset Management L.P. | 88,190 | $5.70M | 0.09% | +6,240+7.6% | Added |
| Millennium Management LLC | 80,767 | $5.22M | 0.00% | −96,556−54.5% | Reduced |
| One Charles Private Wealth Services, LLC | 78,253 | $5.06M | 1.70% | +78,253 | New |
| EAM Investors, LLC | 67,811 | $4.38M | 0.62% | +67,811 | New |
| Jane Street Group, LLC | 67,772 | $4.38M | 0.01% | +67,772 | New |
| Sprott Inc. | 65,232 | $4.21M | 0.28% | +16,909+35.0% | Added |
| EAM Global Investors LLC | 64,383 | $4.16M | 0.75% | +64,383 | New |
| HighTower Advisors, LLC | 64,034 | $4.14M | 0.01% | −4,615−6.7% | Reduced |
| Squarepoint Ops LLC | 60,027 | $3.88M | 0.01% | −889−1.5% | Reduced |
| Ofi Invest Asset Management | 58,900 | $3.67M | 0.09% | +58,900 | New |
| FIL Ltd | 52,408 | $3.39M | 0.00% | −130,734−71.4% | Reduced |
| one8zero8, LLC | 49,354 | $3.19M | 0.69% | +49,354 | New |
| Captrust Financial Advisors | 44,924 | $2.90M | 0.01% | +44,924 | New |
| Tudor Investment Corp Et Al | 44,242 | $2.86M | 0.03% | +44,242 | New |
| PDT Partners, LLC | 35,819 | $2.31M | 0.20% | +35,819 | New |
| Bank of America Corp | 32,243 | $2.08M | 0.00% | +31,978+12,067.2% | Added |
| Arrowstreet Capital, Limited Partnership | 29,927 | $1.93M | 0.00% | +29,927 | New |
| Two Sigma Advisers, LP | 27,300 | $1.76M | 0.00% | +27,300 | New |
| Susquehanna International Group, LLP | 27,027 | $1.75M | 0.00% | +27,027 | New |
| Swiss National Bank | 25,100 | $1.62M | 0.00% | +25,100 | New |
| Two Sigma Investments, LP | 23,708 | $1.53M | 0.00% | +23,708 | New |
| Voloridge Investment Management, LLC | 23,573 | $1.52M | 0.01% | +23,573 | New |
| Promethium Advisors,llc | 23,210 | $1.50M | 1.03% | +2,259+10.8% | Added |
| Royal Bank of Canada | 22,454 | $1.45M | 0.00% | +6,438+40.2% | Added |
| T. Rowe Price Investment Management, Inc. | 22,137 | $1.43M | 0.00% | +22,137 | New |
| Wells Fargo & Company | 19,736 | $1.27M | 0.00% | +13,336+208.4% | Added |
| Baird Financial Group, Inc. | 19,175 | $1.24M | 0.00% | +19,175 | New |
| Geode Capital Management, LLC | 18,267 | $1.18M | 0.00% | +18,267 | New |
| Annex Advisory Services, LLC | 18,041 | $1.17M | 0.04% | +18,041 | New |
| Hilltop Holdings Inc. | 17,152 | $1.11M | 0.07% | +17,152 | New |
| Lombard Odier Asset Management (USA) Corp | 16,575 | $1.07M | 0.41% | −19,798−54.4% | Reduced |
| Family Management Corp | 16,382 | $1.06M | 0.17% | +16,382 | New |
| Commonwealth Equity Services, LLC | 16,282 | $1.05M | 0.00% | +16,282 | New |
| California State Teachers Retirement System | 16,231 | $1.05M | 0.00% | +16,231 | New |
| Marex Group plc | 16,000 | $1.03M | 0.02% | +4,100+34.5% | Added |
| Ipswich Investment Management Co., Inc. | 15,757 | $1.02M | 0.24% | +15,757 | New |
| Pecaut & Co. | 15,000 | $969.0K | 0.33% | −500−3.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,925 | $835.0K | 0.11% | +12,925 | New |
| Balyasny Asset Management LLC | 12,540 | $810.1K | 0.00% | −82,914−86.9% | Reduced |
| State Street Corp | 11,803 | $762.5K | 0.00% | +11,803 | New |
| Resources Investment Advisors, LLC. | 11,779 | $760.9K | 0.01% | +1,979+20.2% | Added |
| Rockefeller Capital Management L.P. | 11,600 | $749.4K | 0.00% | +11,600 | New |
| Janus Henderson Group PLC | 11,127 | $718.7K | 0.00% | +11,127 | New |
| Legal & General Group Plc | 10,659 | $688.6K | 0.00% | +10,659 | New |
| LPL Financial LLC | 10,509 | $678.9K | 0.00% | +4,931+88.4% | Added |
| Quadrature Capital Ltd | 9,936 | $641.0K | 0.01% | +9,936 | New |
| Spears Abacus Advisors LLC | 9,910 | $640.2K | 0.01% | +9,910 | New |
| Sandbox Financial Partners, LLC | 9,867 | $637.4K | 0.21% | +9,867 | New |
| Man Group plc | 9,155 | $591.4K | 0.00% | +9,155 | New |
| UBS Asset Management Americas Inc | 8,881 | $573.7K | 0.00% | +8,881 | New |
| SEI Investments Co | 8,791 | $567.9K | 0.00% | +8,791 | New |
| Mackenzie Financial Corp | 8,416 | $543.7K | 0.00% | +8,416 | New |
| Lido Advisors, LLC | 7,910 | $511.0K | 0.00% | +7,910 | New |
| Atlas Wealth Partners, LLC | 6,864 | $443.0K | 0.56% | +6,864 | New |
| Aster Capital Management (DIFC) Ltd | 5,968 | $385.5K | 0.15% | +5,968 | New |
| State of Wisconsin Investment Board | 5,676 | $366.7K | 0.00% | +5,676 | New |
| Independent Advisor Alliance | 5,093 | $329.0K | 0.00% | +5,093 | New |
| Segment Wealth Management, LLC | 5,000 | $323.0K | 0.02% | +5,000 | New |
| Malaga Cove Capital, LLC | 4,879 | $315.2K | 0.12% | +4,879 | New |
| Steward Partners Investment Advisory, LLC | 4,651 | $300.5K | 0.00% | +2,955+174.2% | Added |
| Advisor Group Holdings, Inc. | 4,597 | $297.0K | 0.00% | +1,912+71.2% | Added |
| Pathstone Holdings, LLC | 4,415 | $285.2K | 0.00% | +4,415 | New |
| Mariner, LLC | 4,400 | $284.2K | 0.00% | +4,400 | New |
| Northern Trust Corp | 4,231 | $273.3K | 0.00% | +4,231 | New |
| Private Advisor Group, LLC | 4,014 | $259.3K | 0.00% | +4,014 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,579 | $250.5K | 0.00% | +3,579 | New |
| Stratos Wealth Partners, LTD. | 3,626 | $234.2K | 0.00% | +3,626 | New |
| National Asset Management, Inc. | 3,370 | $217.7K | 0.01% | +3,370 | New |