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.

Q2 2025 vs. Q1 2025

How the institutions holding LandBridge Co LLC changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of LB: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	145	1	156	+12
Shares	23.4M	9	25.1M	+1.66M (+7.1%)
Value	$1.68B	$647	$1.69B	+$10.1M (+0.6%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held LandBridge Co LLC at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to LB in Q2 2025
Institution	Shares	Value	% of portfolio
Millennium Management LLC	149,973	$10.1M	0.01%
Cubist Systematic Strategies, LLC	46,927	$3.17M	0.03%
Gunderson Capital Management Inc.	40,494	$2.74M	1.14%
Engineers Gate Manager LP	31,270	$2.11M	0.03%
Boothbay Fund Management, LLC	30,597	$2.07M	0.06%
Marshall Wace, LLP	27,932	$1.89M	0.00%
Point72 Asset Management, L.P.	23,634	$1.60M	0.00%
BNP Paribas Arbitrage, SA	20,565	$1.39M	0.00%
Susquehanna International Group, LLP	18,443	$1.25M	0.00%
Jump Financial, LLC	15,482	$1.05M	0.01%
Quadrature Capital Ltd	13,712	$926.7K	0.02%
Cynosure Management, LLC	11,070	$748.1K	0.08%
Apollon Wealth Management, LLC	9,957	$672.9K	0.01%
Sierra Summit Advisors LLC	9,359	$632.5K	0.11%
Squarepoint Ops LLC	5,864	$396.3K	0.00%
Winton Group Ltd	5,061	$342.0K	0.02%
Turtle Creek Wealth Advisors, LLC	5,000	$337.9K	0.04%
FORA Capital, LLC	4,456	$301.1K	0.03%
Cambridge Investment Research Advisors, Inc.	4,442	$300.0K	0.00%
PKS Advisory Services, LLC	4,000	$270.3K	0.07%
Avidian Wealth Solutions, LLC	3,993	$269.8K	0.01%
Landscape Capital Management, L.L.C.	3,825	$258.5K	0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)	3,376	$228.2K	0.00%
Cetera Investment Advisers	3,221	$217.7K	0.00%
Atticus Wealth Management, LLC	1,926	$130.2K	0.04%
Generali Investments, Management Co LLC	1,736	$117.2K	0.03%
Avondale Wealth Management	1,200	$81.1K	0.05%
Van Eck Associates Corp	1,117	$75.0K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	630	$42.6K	0.01%
Ancora Advisors, LLC	250	$16.9K	0.00%
IFP Advisors, Inc	100	$6.76K	0.00%
Murphy & Mullick Capital Management Corp	30	$1.70K	0.00%
Sierra Ocean, LLC	13	$879	0.00%

Sold out (21)

Institutions that held LandBridge Co LLC at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of LB in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Burkehill Global Management, LP	249,875	$18.0M
Gilder Gagnon Howe & Co LLC	185,078	$13.3M
Monashee Investment Management LLC	124,937	$8.99M
Renaissance Technologies LLC	80,096	$5.76M
EAM Global Investors LLC	64,333	$4.63M
Ofi Invest Asset Management	53,800	$3.58M
Tudor Investment Corp Et Al	48,449	$3.49M
EAM Investors, LLC	46,733	$3.36M
FIL Ltd	37,171	$2.67M
Yaupon Capital Management LP	27,700	$1.99M
Penserra Capital Management LLC	24,863	$1.79M
Stephens Inc	9,473	$681.5K
Entropy Technologies, LP	7,700	$553.9K
Occudo Quantitative Strategies LP	6,132	$427.3K
SEI Investments Co	5,895	$424.1K
Mercer Global Advisors Inc	2,886	$207.6K
Simplex Trading, LLC	1,661	$119.0K
LGT Financial Advisors LLC	400	$28.8K
US Bancorp	386	$27.8K
Coldstream Capital Management Inc	39	$2.81K
Parallel Advisors, LLC	4	$288

Not filed for Q2 2025 yet (1)

Institutions that held LandBridge Co LLC at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LB in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Lindbrook Capital, LLC	9	$647