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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, Q1 2025

Institutional positions in LandBridge Co LLC as of Mar 31, 2025. 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
145
+22 vs. Q4 2024
Shares held
23.4M
+4.27M (+22.3%) vs. Q4 2024
Total value
$1.68B
+$447.6M (+36.2%) vs. Q4 2024
New holders
42
64 more added
Sold out
20
25 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 145 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 37 institutionsQ3 2024: 59 institutionsQ4 2024: 124 institutionsQ1 2025: 145 institutionsQ2 2025: 156 institutionsQ3 2025: 156 institutionsQ4 2025: 150 institutionsQ1 2026: 187 institutionsQ2 2026: 192 institutions
Value heldQ1 2025: $1.68B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $337.4MQ3 2024: $588.3MQ4 2024: $1.25BQ1 2025: $1.68BQ2 2025: $1.69BQ3 2025: $1.35BQ4 2025: $1.37BQ1 2026: $1.89BQ2 2026: $2.25B
Institutions holding LB and their total value by quarter
QuarterHoldersValue
Q2 2026192$2.25B
Q1 2026187$1.89B
Q4 2025150$1.37B
Q3 2025156$1.35B
Q2 2025156$1.69B
Q1 2025145$1.68B
Q4 2024124$1.25B
Q3 202459$588.3M
Q2 202437$337.4M
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q4 2024.

Institutions holding LB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Horizon Kinetics Asset Management LLC5,486,957$394.7M4.48%+87,682+1.6%Added
Morgan Stanley3,699,142$266.1M0.02%+3,275,538+773.3%Added
First Manhattan Co2,798,207$201.3M0.59%+84,701+3.1%Added
T. Rowe Price Investment Management, Inc.1,193,279$85.8M0.06%+1,171,142+5,290.4%Added
BlackRock, Inc.985,136$70.9M0.00%+555,414+129.2%Added
FMR LLC959,036$69.0M0.00%−1,011,419−51.3%Reduced
Vanguard Group Inc697,748$50.2M0.00%+102,085+17.1%Added
Hood River Capital Management LLC641,345$46.1M0.79%00.0%Unchanged
Jane Street Group, LLC549,717$39.5M0.07%+481,945+711.1%Added
Schwartz Investment Counsel Inc511,268$36.8M1.26%+84,700+19.9%Added
Raymond James Financial Inc329,123$23.7M0.01%+5,155+1.6%Added
Captrust Financial Advisors324,461$23.3M0.06%+279,537+622.2%Added
Summit Street Capital Management, LLC311,096$22.4M3.73%+41,905+15.6%Added
Ghisallo Capital Management LLC250,000$18.0M1.57%+125+0.1%Added
Burkehill Global Management, LP249,875$18.0M1.34%00.0%Unchanged
UBS Group AG242,993$17.5M0.00%+71,765+41.9%Added
Voloridge Investment Management, LLC235,697$17.0M0.06%+212,124+899.9%Added
Mad River Investors234,253$16.9M7.14%+801+0.3%Added
Driehaus Capital Management LLC195,500$14.1M0.14%−720−0.4%Reduced
Gilder Gagnon Howe & Co LLC185,078$13.3M0.17%−93,778−33.6%Reduced
Annex Advisory Services, LLC181,703$13.1M0.37%+163,662+907.2%Added
Moors & Cabot, Inc.162,926$11.7M0.59%−35,799−18.0%Reduced
Cortland Associates Inc151,269$10.9M1.31%+696+0.5%Added
HITE Hedge Asset Management LLC131,229$9.44M0.59%+131,229New
Monashee Investment Management LLC124,937$8.99M1.06%00.0%Unchanged
One Charles Private Wealth Services, LLC124,438$8.95M2.90%+46,185+59.0%Added
EagleClaw Capital Managment, LLC109,475$7.88M1.24%+10,250+10.3%Added
Bank of America Corp108,164$7.78M0.00%+75,921+235.5%Added
Seven Grand Managers, LLC100,000$7.19M1.68%00.0%Unchanged
Tocqueville Asset Management L.P.90,370$6.50M0.11%+2,180+2.5%Added
Two Sigma Advisers, LP88,800$6.39M0.01%+61,500+225.3%Added
Two Sigma Investments, LP84,459$6.08M0.01%+60,751+256.2%Added
Amundi86,834$5.76M0.00%+86,834New
Renaissance Technologies LLC80,096$5.76M0.01%−91,204−53.2%Reduced
HighTower Advisors, LLC79,804$5.74M0.01%+15,770+24.6%Added
Bridgewater Associates, LP68,451$4.92M0.02%−28,477−29.4%Reduced
EAM Global Investors LLC64,333$4.63M1.26%−50−0.1%Reduced
Sprott Inc.64,213$4.62M0.27%−1,019−1.6%Reduced
Blackstone Group Inc.61,000$4.39M0.02%−39,000−39.0%Reduced
one8zero8, LLC52,861$3.80M0.90%+3,507+7.1%Added
Ofi Invest Asset Management53,800$3.58M0.09%−5,100−8.7%Reduced
Tudor Investment Corp Et Al48,449$3.49M0.03%+4,207+9.5%Added
EAM Investors, LLC46,733$3.36M0.58%−21,078−31.1%Reduced
L & S Advisors Inc45,708$3.29M0.41%+45,708New
Wells Fargo & Company43,688$3.14M0.00%+23,952+121.4%Added
PDT Partners, LLC43,214$3.11M0.22%+7,395+20.6%Added
Citadel Advisors LLC42,655$3.07M0.00%−278,868−86.7%Reduced
Promethium Advisors,llc40,327$2.90M1.86%+17,117+73.7%Added
TD Asset Management Inc40,252$2.90M0.00%+40,252New
FIL Ltd37,171$2.67M0.00%−15,237−29.1%Reduced
Janus Henderson Group PLC34,659$2.42M0.00%+23,532+211.5%Added
Resources Investment Advisors, LLC.30,487$2.19M0.03%+18,708+158.8%Added
Kingswood Wealth Advisors, LLC29,755$2.14M0.20%+29,755New
Swiss National Bank29,300$2.11M0.00%+4,200+16.7%Added
Geode Capital Management, LLC28,741$2.07M0.00%+10,474+57.3%Added
Yaupon Capital Management LP27,700$1.99M0.15%−222,175−88.9%Reduced
First Trust Advisors LP27,336$1.97M0.00%+27,336New
Royal Bank of Canada27,008$1.94M0.00%+4,554+20.3%Added
Penserra Capital Management LLC24,863$1.79M0.03%+24,863New
Rockefeller Capital Management L.P.24,582$1.77M0.00%+12,982+111.9%Added
Lombard Odier Asset Management (USA) Corp23,782$1.71M0.58%+7,207+43.5%Added
Janney Montgomery Scott LLC22,160$1.59M0.00%+22,160New
State Street Corp21,709$1.56M0.00%+9,906+83.9%Added
Commonwealth Equity Services, LLC21,261$1.53M0.00%+4,979+30.6%Added
UBS Asset Management Americas Inc19,727$1.42M0.00%+10,846+122.1%Added
HRT Financial LP19,187$1.38M0.01%+19,187New
JPMorgan Chase & Co19,051$1.37M0.00%+19,051New
Ipswich Investment Management Co., Inc.18,607$1.34M0.33%+2,850+18.1%Added
LPL Financial LLC17,829$1.28M0.00%+7,320+69.7%Added
Goldman Sachs Group Inc17,751$1.28M0.00%−117,797−86.9%Reduced
Hilltop Holdings Inc.16,916$1.22M0.08%−236−1.4%Reduced
Family Management Corp16,382$1.18M0.19%00.0%Unchanged
Pecaut & Co.15,990$1.15M0.39%+990+6.6%Added
Advisory Services Network, LLC14,935$1.07M0.02%+14,935New
Quantbot Technologies LP14,109$1.02M0.03%+14,109New
Santa Monica Partners LP14,000$1.01M0.55%+14,000New
Pekin Hardy Strauss, Inc.13,200$949.6K0.12%+275+2.1%Added
Spears Abacus Advisors LLC13,141$945.4K0.02%+3,231+32.6%Added
Legal & General Group Plc12,655$910.4K0.00%+1,996+18.7%Added
California State Teachers Retirement System12,331$887.1K0.00%−3,900−24.0%Reduced
Malaga Cove Capital, LLC12,057$867.4K0.37%+7,178+147.1%Added
Atlas Wealth Partners, LLC11,645$838.0K1.03%+4,781+69.7%Added
Walleye Capital LLC11,263$810.3K0.01%+11,263New
Schonfeld Strategic Advisors LLC10,003$719.6K0.00%+10,003New
Stephens Inc9,473$681.5K0.01%+9,473New
Key Client Fiduciary Advisors, LLC9,465$680.9K0.31%+9,465New
Sandbox Financial Partners, LLC9,117$655.9K0.23%−750−7.6%Reduced
Lido Advisors, LLC8,910$641.0K0.00%+1,000+12.6%Added
Childress Capital Advisors, LLC8,100$582.7K0.17%+8,100New
Northern Trust Corp7,809$561.8K0.00%+3,578+84.6%Added
Entropy Technologies, LP7,700$553.9K0.05%+7,700New
Private Advisor Group, LLC7,351$528.8K0.00%+3,337+83.1%Added
Steward Partners Investment Advisory, LLC6,888$495.5K0.00%+2,237+48.1%Added
Empowered Funds, LLC6,865$493.9K0.01%+6,865New
Essex Financial Services, Inc.6,456$464.4K0.03%+6,456New
Independent Advisor Alliance6,399$460.3K0.02%+1,306+25.6%Added
State of Wisconsin Investment Board6,184$444.9K0.00%+508+8.9%Added
Occudo Quantitative Strategies LP6,132$427.3K0.06%+6,132New
SEI Investments Co5,895$424.1K0.00%−2,896−32.9%Reduced
Verition Fund Management LLC5,180$372.6K0.00%+5,180New