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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, Q2 2025

Institutional positions in LandBridge Co LLC as of Jun 30, 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
156
+12 vs. Q1 2025
Shares held
25.1M
+1.66M (+7.1%) vs. Q1 2025
Total value
$1.69B
+$10.1M (+0.6%) vs. Q1 2025
New holders
33
82 more added
Sold out
21
26 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 156 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 heldQ2 2025: $1.69B
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, Q2 2025

Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q1 2025.

Institutions holding LB in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Horizon Kinetics Asset Management LLC5,498,925$371.6M4.41%+11,968+0.2%Added
Morgan Stanley4,619,996$312.2M0.02%+920,854+24.9%Added
First Manhattan Co3,112,567$210.3M0.59%+314,360+11.2%Added
T. Rowe Price Investment Management, Inc.1,196,138$80.8M0.05%+2,859+0.2%Added
Jane Street Group, LLC946,135$63.9M0.10%+396,418+72.1%Added
BlackRock, Inc.871,101$58.9M0.00%−114,035−11.6%Reduced
FMR LLC834,058$56.4M0.00%−124,978−13.0%Reduced
Vanguard Group Inc786,424$53.1M0.00%+88,676+12.7%Added
Hood River Capital Management LLC669,678$45.3M0.63%+28,333+4.4%Added
Schwartz Investment Counsel Inc519,668$35.1M1.16%+8,400+1.6%Added
Raymond James Financial Inc465,656$31.5M0.01%+136,533+41.5%Added
Summit Street Capital Management, LLC285,809$19.3M3.19%−25,287−8.1%Reduced
Captrust Financial Advisors248,891$16.8M0.04%−75,570−23.3%Reduced
Mad River Investors234,754$15.9M7.11%+501+0.2%Added
Driehaus Capital Management LLC231,580$15.7M0.13%+36,080+18.5%Added
UBS Group AG225,925$15.3M0.00%−17,068−7.0%Reduced
Annex Advisory Services, LLC208,586$14.1M0.34%+26,883+14.8%Added
Two Sigma Investments, LP183,026$12.4M0.02%+98,567+116.7%Added
One Charles Private Wealth Services, LLC178,176$12.0M3.38%+53,738+43.2%Added
Voloridge Investment Management, LLC177,440$12.0M0.04%−58,257−24.7%Reduced
Moors & Cabot, Inc.176,264$11.9M0.55%+13,338+8.2%Added
Cortland Associates Inc151,631$10.2M1.20%+362+0.2%Added
Millennium Management LLC149,973$10.1M0.01%+149,973New
Bank of America Corp143,073$9.67M0.00%+34,909+32.3%Added
Amundi137,755$9.26M0.00%+50,921+58.6%Added
Ghisallo Capital Management LLC130,936$8.85M0.24%−119,064−47.6%Reduced
Two Sigma Advisers, LP128,700$8.70M0.02%+39,900+44.9%Added
Blackstone Group Inc.125,000$8.45M0.04%+64,000+104.9%Added
Schonfeld Strategic Advisors LLC124,718$8.43M0.06%+114,715+1,146.8%Added
EagleClaw Capital Managment, LLC113,465$7.67M1.15%+3,990+3.6%Added
Seven Grand Managers, LLC100,000$6.76M0.81%00.0%Unchanged
HighTower Advisors, LLC97,583$6.59M0.01%+17,779+22.3%Added
Tocqueville Asset Management L.P.90,380$6.11M0.09%+100.0%Added
Bridgewater Associates, LP89,418$6.04M0.02%+20,967+30.6%Added
Citadel Advisors LLC87,434$5.91M0.01%+44,779+105.0%Added
Advisory Services Network, LLC86,030$4.88M0.08%+71,095+476.0%Added
Sprott Inc.65,309$4.41M0.22%+1,096+1.7%Added
Wells Fargo & Company59,809$4.04M0.00%+16,121+36.9%Added
one8zero8, LLC50,612$3.42M0.81%−2,249−4.3%Reduced
Promethium Advisors,llc47,577$3.22M1.95%+7,250+18.0%Added
Cubist Systematic Strategies, LLC46,927$3.17M0.03%+46,927New
Kingswood Wealth Advisors, LLC44,891$3.03M0.24%+15,136+50.9%Added
HRT Financial LP44,846$3.03M0.01%+25,659+133.7%Added
PDT Partners, LLC44,689$3.02M0.17%+1,475+3.4%Added
L & S Advisors Inc41,485$2.80M0.28%−4,223−9.2%Reduced
First Trust Advisors LP41,459$2.80M0.00%+14,123+51.7%Added
Quantbot Technologies LP41,215$2.79M0.07%+27,106+192.1%Added
Gunderson Capital Management Inc.40,494$2.74M1.14%+40,494New
TD Asset Management Inc40,252$2.72M0.00%00.0%Unchanged
UBS Asset Management Americas Inc36,839$2.49M0.00%+17,112+86.7%Added
Swiss National Bank33,300$2.25M0.00%+4,000+13.7%Added
Engineers Gate Manager LP31,270$2.11M0.03%+31,270New
Boothbay Fund Management, LLC30,597$2.07M0.06%+30,597New
Geode Capital Management, LLC28,971$1.96M0.00%+230+0.8%Added
Resources Investment Advisors, LLC.28,054$1.90M0.02%−2,433−8.0%Reduced
Marshall Wace, LLP27,932$1.89M0.00%+27,932New
Janney Montgomery Scott LLC26,822$1.81M0.00%+4,662+21.0%Added
Verition Fund Management LLC26,667$1.80M0.01%+21,487+414.8%Added
Hilltop Holdings Inc.26,162$1.77M0.11%+9,246+54.7%Added
Rockefeller Capital Management L.P.25,586$1.73M0.00%+1,004+4.1%Added
State Street Corp24,772$1.67M0.00%+3,063+14.1%Added
Royal Bank of Canada24,018$1.62M0.00%−2,990−11.1%Reduced
Point72 Asset Management, L.P.23,634$1.60M0.00%+23,634New
Private Advisor Group, LLC22,925$1.55M0.01%+15,574+211.9%Added
Ipswich Investment Management Co., Inc.22,267$1.50M0.36%+3,660+19.7%Added
Lombard Odier Asset Management (USA) Corp22,148$1.50M0.37%−1,634−6.9%Reduced
Walleye Capital LLC20,629$1.39M0.01%+9,366+83.2%Added
BNP Paribas Arbitrage, SA20,565$1.39M0.00%+20,565New
Commonwealth Equity Services, LLC20,491$1.39M0.00%−770−3.6%Reduced
Goldman Sachs Group Inc20,046$1.35M0.00%+2,295+12.9%Added
LPL Financial LLC19,895$1.34M0.00%+2,066+11.6%Added
California State Teachers Retirement System19,708$1.33M0.00%+7,377+59.8%Added
Susquehanna International Group, LLP18,443$1.25M0.00%+18,443New
Atlas Wealth Partners, LLC18,415$1.24M1.44%+6,770+58.1%Added
HITE Hedge Asset Management LLC17,388$1.18M0.07%−113,841−86.7%Reduced
Key Client Fiduciary Advisors, LLC17,377$1.17M0.48%+7,912+83.6%Added
Family Management Corp17,099$1.16M0.18%+717+4.4%Added
Legal & General Group Plc16,114$1.09M0.00%+3,459+27.3%Added
Pecaut & Co.15,991$1.08M0.36%+10.0%Added
Malaga Cove Capital, LLC15,794$1.07M0.42%+3,737+31.0%Added
Jump Financial, LLC15,482$1.05M0.01%+15,482New
Santa Monica Partners LP14,000$946.0K0.55%00.0%Unchanged
Quadrature Capital Ltd13,712$926.7K0.02%+13,712New
Spears Abacus Advisors LLC13,141$888.1K0.02%00.0%Unchanged
Essex Financial Services, Inc.11,126$751.9K0.05%+4,670+72.3%Added
Cynosure Management, LLC11,070$748.1K0.08%+11,070New
Independent Advisor Alliance10,967$741.1K0.02%+4,568+71.4%Added
Pekin Hardy Strauss, Inc.10,500$709.6K0.08%−2,700−20.5%Reduced
Sandbox Financial Partners, LLC10,185$688.3K0.22%+1,068+11.7%Added
Apollon Wealth Management, LLC9,957$672.9K0.01%+9,957New
Sierra Summit Advisors LLC9,359$632.5K0.11%+9,359New
Sigma Planning Corp9,034$610.5K0.02%+4,001+79.5%Added
Zuckerman Investment Group, LLC8,900$601.5K0.06%+4,000+81.6%Added
Childress Capital Advisors, LLC8,872$599.6K0.15%+772+9.5%Added
Lido Advisors, LLC7,910$534.6K0.00%−1,000−11.2%Reduced
Steward Partners Investment Advisory, LLC7,648$516.9K0.00%+760+11.0%Added
Janus Henderson Group PLC6,700$453.3K0.00%−27,959−80.7%Reduced
Empowered Funds, LLC6,568$443.9K0.01%−297−4.3%Reduced
Northern Trust Corp6,437$435.0K0.00%−1,372−17.6%Reduced
State of Wisconsin Investment Board6,344$428.7K0.00%+160+2.6%Added