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 2025
Institutional positions in LandBridge Co LLC as of Sep 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
- 0 vs. Q2 2025
- Shares held
- 25.3M
- +237.2K (+0.9%) vs. Q2 2025
- Total value
- $1.35B
- −$343.1M (−20.3%) vs. Q2 2025
- New holders
- 30
- 71 more added
- Sold out
- 30
- 39 more reduced
Compare with Q2 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.
| 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 2025
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 5,632,113 | $300.5M | 3.66% | +133,188+2.4% | Added |
| First Manhattan Co | 5,531,840 | $295.1M | 0.78% | +2,419,273+77.7% | Added |
| Morgan Stanley | 4,948,836 | $264.0M | 0.02% | +328,840+7.1% | Added |
| Vanguard Group Inc | 854,767 | $45.6M | 0.00% | +68,343+8.7% | Added |
| FMR LLC | 820,158 | $43.8M | 0.00% | −13,900−1.7% | Reduced |
| Hood River Capital Management LLC | 670,686 | $35.8M | 0.42% | +1,008+0.2% | Added |
| Schwartz Investment Counsel Inc | 579,763 | $30.9M | 1.04% | +60,095+11.6% | Added |
| Raymond James Financial Inc | 453,423 | $24.2M | 0.01% | −12,233−2.6% | Reduced |
| UBS Group AG | 426,156 | $22.7M | 0.00% | +200,231+88.6% | Added |
| Cortland Associates Inc | 412,443 | $22.0M | 2.60% | +260,812+172.0% | Added |
| Summit Street Capital Management, LLC | 285,809 | $15.2M | 2.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 270,819 | $14.4M | 0.31% | +62,233+29.8% | Added |
| Captrust Financial Advisors | 267,372 | $14.3M | 0.03% | +18,481+7.4% | Added |
| One Charles Private Wealth Services, LLC | 244,982 | $13.1M | 3.43% | +66,806+37.5% | Added |
| Mad River Investors | 241,056 | $12.9M | 5.51% | +6,302+2.7% | Added |
| EagleClaw Capital Managment, LLC | 202,340 | $10.8M | 1.51% | +88,875+78.3% | Added |
| Moors & Cabot, Inc. | 196,379 | $10.5M | 0.46% | +20,115+11.4% | Added |
| Two Sigma Investments, LP | 190,466 | $10.2M | 0.02% | +7,440+4.1% | Added |
| Two Sigma Advisers, LP | 143,700 | $7.67M | 0.02% | +15,000+11.7% | Added |
| Bank of America Corp | 142,392 | $7.60M | 0.00% | −681−0.5% | Reduced |
| Ghisallo Capital Management LLC | 130,000 | $6.94M | 0.23% | −936−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 111,880 | $5.97M | 0.09% | +21,500+23.8% | Added |
| Citadel Advisors LLC | 102,309 | $5.46M | 0.00% | +14,875+17.0% | Added |
| Wells Fargo & Company | 100,433 | $5.36M | 0.00% | +40,624+67.9% | Added |
| Blackstone Group Inc. | 100,000 | $5.33M | 0.02% | −25,000−20.0% | Reduced |
| Seven Grand Managers, LLC | 100,000 | $5.33M | 0.43% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 87,339 | $4.66M | 0.07% | +1,309+1.5% | Added |
| HighTower Advisors, LLC | 84,612 | $4.51M | 0.01% | −12,971−13.3% | Reduced |
| Jane Street Group, LLC | 78,966 | $4.21M | 0.00% | −867,169−91.7% | Reduced |
| Sprott Inc. | 74,363 | $3.97M | 0.15% | +9,054+13.9% | Added |
| Millennium Management LLC | 70,968 | $3.79M | 0.00% | −79,005−52.7% | Reduced |
| AQR Capital Management LLC | 66,785 | $3.56M | 0.00% | +66,785 | New |
| one8zero8, LLC | 66,042 | $3.52M | 0.76% | +15,430+30.5% | Added |
| Promethium Advisors,llc | 61,609 | $3.29M | 1.88% | +14,032+29.5% | Added |
| Cubist Systematic Strategies, LLC | 59,733 | $3.19M | 0.04% | +12,806+27.3% | Added |
| Cinctive Capital Management LP | 55,489 | $2.96M | 0.15% | +55,489 | New |
| Key Client Fiduciary Advisors, LLC | 50,765 | $2.71M | 0.91% | +33,388+192.1% | Added |
| Jump Financial, LLC | 48,162 | $2.57M | 0.03% | +32,680+211.1% | Added |
| BlackRock, Inc. | 46,865 | $2.50M | 0.00% | −824,236−94.6% | Reduced |
| Interval Partners, LP | 46,766 | $2.49M | 0.05% | +46,766 | New |
| Susquehanna International Group, LLP | 45,629 | $2.43M | 0.00% | +27,186+147.4% | Added |
| Yaupon Capital Management LP | 44,424 | $2.37M | 0.12% | +44,424 | New |
| Kingswood Wealth Advisors, LLC | 40,363 | $2.15M | 0.13% | −4,528−10.1% | Reduced |
| Viking Fund Management LLC | 40,000 | $2.13M | 0.26% | +40,000 | New |
| Swiss National Bank | 36,500 | $1.95M | 0.00% | +3,200+9.6% | Added |
| Ipswich Investment Management Co., Inc. | 36,092 | $1.93M | 0.45% | +13,825+62.1% | Added |
| Atlas Wealth Partners, LLC | 35,038 | $1.87M | 1.91% | +16,623+90.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,529 | $1.84M | 0.04% | +34,529 | New |
| Rockefeller Capital Management L.P. | 33,207 | $1.77M | 0.00% | +7,621+29.8% | Added |
| LPL Financial LLC | 32,195 | $1.72M | 0.00% | +12,300+61.8% | Added |
| Resources Investment Advisors, LLC. | 30,342 | $1.62M | 0.02% | +2,288+8.2% | Added |
| Geode Capital Management, LLC | 30,168 | $1.61M | 0.00% | +1,197+4.1% | Added |
| Royal Bank of Canada | 29,836 | $1.59M | 0.00% | +5,818+24.2% | Added |
| Santa Monica Partners LP | 28,000 | $1.49M | 0.88% | +14,000+100.0% | Added |
| Point72 Asset Management, L.P. | 27,998 | $1.49M | 0.00% | +4,364+18.5% | Added |
| Engineers Gate Manager LP | 26,953 | $1.44M | 0.02% | −4,317−13.8% | Reduced |
| Janney Montgomery Scott LLC | 26,732 | $1.43M | 0.00% | −90−0.3% | Reduced |
| Voloridge Investment Management, LLC | 26,109 | $1.39M | 0.00% | −151,331−85.3% | Reduced |
| State Street Corp | 25,523 | $1.36M | 0.00% | +751+3.0% | Added |
| First Trust Advisors LP | 24,681 | $1.32M | 0.00% | −16,778−40.5% | Reduced |
| Commonwealth Equity Services, LLC | 21,096 | $1.13M | 0.00% | +605+3.0% | Added |
| Balyasny Asset Management LLC | 20,636 | $1.10M | 0.00% | +20,636 | New |
| Caption Management, LLC | 20,000 | $1.07M | 0.06% | +20,000 | New |
| Private Advisor Group, LLC | 18,318 | $977.3K | 0.00% | −4,607−20.1% | Reduced |
| Essex Financial Services, Inc. | 18,304 | $976.5K | 0.06% | +7,178+64.5% | Added |
| UBS Asset Management Americas Inc | 17,606 | $939.3K | 0.00% | −19,233−52.2% | Reduced |
| Spears Abacus Advisors LLC | 17,275 | $921.6K | 0.02% | +4,134+31.5% | Added |
| HITE Hedge Asset Management LLC | 17,082 | $911.3K | 0.05% | −306−1.8% | Reduced |
| Sierra Summit Advisors LLC | 17,060 | $910.2K | 0.14% | +7,701+82.3% | Added |
| Independent Advisor Alliance | 16,656 | $888.6K | 0.02% | +5,689+51.9% | Added |
| California State Teachers Retirement System | 16,483 | $879.4K | 0.00% | −3,225−16.4% | Reduced |
| Malaga Cove Capital, LLC | 16,150 | $861.6K | 0.31% | +356+2.3% | Added |
| Pecaut & Co. | 15,991 | $853.1K | 0.27% | 00.0% | Unchanged |
| Legal & General Group Plc | 15,359 | $819.4K | 0.00% | −755−4.7% | Reduced |
| Cetera Investment Advisers | 14,824 | $790.9K | 0.00% | +11,603+360.2% | Added |
| Apollon Wealth Management, LLC | 12,906 | $688.5K | 0.01% | +2,949+29.6% | Added |
| Stifel Financial Corp | 12,829 | $684.4K | 0.00% | +6,821+113.5% | Added |
| Schonfeld Strategic Advisors LLC | 11,758 | $627.3K | 0.00% | −112,960−90.6% | Reduced |
| Cynosure Management, LLC | 11,070 | $590.6K | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 10,600 | $565.5K | 0.00% | +10,600 | New |
| Goldman Sachs Group Inc | 10,440 | $557.0K | 0.00% | −9,606−47.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,225 | $545.5K | 0.00% | +2,577+33.7% | Added |
| Moore Capital Management, LP | 10,000 | $533.5K | 0.01% | +10,000 | New |
| Quadrature Capital Ltd | 9,990 | $533.0K | 0.01% | −3,722−27.1% | Reduced |
| Counterpoint Mutual Funds LLC | 9,352 | $498.9K | 0.04% | +9,352 | New |
| Janus Henderson Group PLC | 9,025 | $481.7K | 0.00% | +2,325+34.7% | Added |
| Wolverine Trading, LLC | 8,799 | $465.1K | 0.01% | +8,799 | New |
| Zuckerman Investment Group, LLC | 8,700 | $464.1K | 0.04% | −200−2.2% | Reduced |
| Childress Capital Advisors, LLC | 8,250 | $440.1K | 0.08% | −622−7.0% | Reduced |
| SG Americas Securities, LLC | 8,003 | $427.0K | 0.00% | +8,003 | New |
| Pathstone Holdings, LLC | 7,918 | $422.4K | 0.00% | +3,548+81.2% | Added |
| Lido Advisors, LLC | 7,910 | $422.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,333 | $391.2K | 0.01% | +7,333 | New |
| Northern Trust Corp | 7,211 | $384.7K | 0.00% | +774+12.0% | Added |
| Empowered Funds, LLC | 7,164 | $382.2K | 0.00% | +596+9.1% | Added |
| Ingalls & Snyder LLC | 7,000 | $373.0K | 0.01% | +7,000 | New |
| Graham Capital Management, L.P. | 6,690 | $356.9K | 0.01% | +6,690 | New |
| Mariner, LLC | 6,115 | $326.2K | 0.00% | +1,087+21.6% | Added |
| Arizona State Retirement System | 5,582 | $297.8K | 0.00% | +493+9.7% | Added |
| State of Wyoming | 5,510 | $294.0K | 0.03% | +5,510 | New |