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 2025
Institutional positions in LandBridge Co LLC as of Dec 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
- 150
- −3 vs. Q3 2025
- Shares held
- 27.9M
- +2.65M (+10.5%) vs. Q3 2025
- Total value
- $1.37B
- +$22.2M (+1.6%) vs. Q3 2025
- New holders
- 34
- 63 more added
- Sold out
- 37
- 37 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 6,861,939 | $338.7M | 0.89% | +1,330,099+24.0% | Added |
| Horizon Kinetics Asset Management LLC | 5,642,766 | $276.4M | 3.74% | +10,653+0.2% | Added |
| Morgan Stanley | 4,894,992 | $239.8M | 0.01% | −53,844−1.1% | Reduced |
| Vanguard Group Inc | 861,815 | $42.2M | 0.00% | +7,048+0.8% | Added |
| FMR LLC | 813,748 | $39.9M | 0.00% | −6,410−0.8% | Reduced |
| William Blair Investment Management, LLC | 690,291 | $33.8M | 0.09% | +690,291 | New |
| Hood River Capital Management LLC | 621,071 | $30.4M | 0.33% | −49,615−7.4% | Reduced |
| Schwartz Investment Counsel Inc | 592,891 | $29.0M | 1.02% | +13,128+2.3% | Added |
| DF Dent & Co Inc | 438,992 | $21.5M | 0.31% | +438,992 | New |
| Cortland Associates Inc | 408,280 | $20.0M | 2.53% | −4,163−1.0% | Reduced |
| Raymond James Financial Inc | 388,303 | $19.0M | 0.01% | −65,120−14.4% | Reduced |
| Annex Advisory Services, LLC | 294,143 | $14.4M | 0.28% | +23,324+8.6% | Added |
| UBS Group AG | 274,851 | $13.5M | 0.00% | −151,305−35.5% | Reduced |
| Captrust Financial Advisors | 267,982 | $13.1M | 0.02% | +610+0.2% | Added |
| Mad River Investors | 262,934 | $12.9M | 5.87% | +21,878+9.1% | Added |
| One Charles Private Wealth Services, LLC | 236,707 | $11.6M | 3.00% | −8,275−3.4% | Reduced |
| Summit Street Capital Management, LLC | 227,258 | $11.1M | 1.75% | −58,551−20.5% | Reduced |
| Citadel Advisors LLC | 224,730 | $11.0M | 0.01% | +122,421+119.7% | Added |
| Goldman Sachs Group Inc | 214,771 | $10.5M | 0.00% | +204,331+1,957.2% | Added |
| Moors & Cabot, Inc. | 206,117 | $10.1M | 0.43% | +9,738+5.0% | Added |
| EagleClaw Capital Managment, LLC | 200,880 | $9.84M | 1.42% | −1,460−0.7% | Reduced |
| Amundi | 188,273 | $9.22M | 0.00% | +188,273 | New |
| Millennium Management LLC | 151,003 | $7.40M | 0.01% | +80,035+112.8% | Added |
| Marshall Wace, LLP | 142,506 | $6.98M | 0.01% | +142,506 | New |
| Wells Fargo & Company | 134,866 | $6.61M | 0.00% | +34,433+34.3% | Added |
| Cinctive Capital Management LP | 126,914 | $6.22M | 0.36% | +71,425+128.7% | Added |
| HighTower Advisors, LLC | 110,626 | $5.42M | 0.01% | +26,014+30.7% | Added |
| Tocqueville Asset Management L.P. | 103,450 | $5.07M | 0.07% | −8,430−7.5% | Reduced |
| Jane Street Group, LLC | 102,032 | $5.00M | 0.01% | +23,066+29.2% | Added |
| Seven Grand Managers, LLC | 100,000 | $4.90M | 0.37% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 100,000 | $4.90M | 0.01% | +100,000 | New |
| MSRH, LLC | 93,866 | $4.60M | 5.13% | +93,866 | New |
| Advisory Services Network, LLC | 88,681 | $4.34M | 0.06% | +1,342+1.5% | Added |
| Crawford Investment Counsel Inc | 88,347 | $4.33M | 0.07% | +88,347 | New |
| Sprott Inc. | 85,193 | $4.17M | 0.15% | +10,830+14.6% | Added |
| Viking Fund Management LLC | 80,000 | $3.92M | 0.45% | +40,000+100.0% | Added |
| one8zero8, LLC | 72,903 | $3.57M | 0.78% | +6,861+10.4% | Added |
| AQR Capital Management LLC | 71,074 | $3.48M | 0.00% | +4,289+6.4% | Added |
| Promethium Advisors,llc | 68,037 | $3.33M | 1.80% | +6,428+10.4% | Added |
| SEI Investments Co | 67,360 | $3.30M | 0.00% | +67,360 | New |
| Jefferies Financial Group Inc. | 58,477 | $2.86M | 0.02% | +58,477 | New |
| Key Client Fiduciary Advisors, LLC | 52,094 | $2.55M | 0.88% | +1,329+2.6% | Added |
| Yaupon Capital Management LP | 51,258 | $2.51M | 0.12% | +6,834+15.4% | Added |
| Ghisallo Capital Management LLC | 50,219 | $2.46M | 0.11% | −79,781−61.4% | Reduced |
| BlackRock, Inc. | 49,877 | $2.44M | 0.00% | +3,012+6.4% | Added |
| HITE Hedge Asset Management LLC | 47,105 | $2.31M | 0.15% | +30,023+175.8% | Added |
| Two Sigma Investments, LP | 44,046 | $2.16M | 0.00% | −146,420−76.9% | Reduced |
| Balyasny Asset Management LLC | 42,735 | $2.09M | 0.00% | +22,099+107.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,229 | $1.97M | 0.04% | +5,700+16.5% | Added |
| Atlas Wealth Partners, LLC | 37,433 | $1.83M | 2.02% | +2,395+6.8% | Added |
| Swiss National Bank | 37,400 | $1.83M | 0.00% | +900+2.5% | Added |
| Geode Capital Management, LLC | 32,419 | $1.59M | 0.00% | +2,251+7.5% | Added |
| Susquehanna International Group, LLP | 31,029 | $1.52M | 0.00% | −14,600−32.0% | Reduced |
| Rockefeller Capital Management L.P. | 29,736 | $1.46M | 0.00% | −3,471−10.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 29,644 | $1.45M | 0.34% | −6,448−17.9% | Reduced |
| Resources Investment Advisors, LLC. | 26,997 | $1.32M | 0.01% | −3,345−11.0% | Reduced |
| Janney Montgomery Scott LLC | 25,507 | $1.25M | 0.00% | −1,225−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 22,653 | $1.11M | 0.00% | +1,557+7.4% | Added |
| State Street Corp | 21,983 | $1.08M | 0.00% | −3,540−13.9% | Reduced |
| UBS Asset Management Americas Inc | 20,559 | $1.01M | 0.00% | +2,953+16.8% | Added |
| Two Sigma Advisers, LP | 19,800 | $970.0K | 0.00% | −123,900−86.2% | Reduced |
| Royal Bank of Canada | 19,701 | $966.0K | 0.00% | −10,135−34.0% | Reduced |
| Essex Financial Services, Inc. | 19,082 | $934.8K | 0.05% | +778+4.3% | Added |
| XTX Topco Ltd | 18,298 | $896.4K | 0.02% | +18,298 | New |
| Santa Monica Partners LP | 18,000 | $882.0K | 0.53% | −10,000−35.7% | Reduced |
| Malaga Cove Capital, LLC | 17,388 | $851.8K | 0.29% | +1,238+7.7% | Added |
| Spears Abacus Advisors LLC | 17,340 | $849.5K | 0.02% | +65+0.4% | Added |
| Private Advisor Group, LLC | 17,277 | $846.4K | 0.00% | −1,041−5.7% | Reduced |
| Independent Advisor Alliance | 17,112 | $838.3K | 0.02% | +456+2.7% | Added |
| California State Teachers Retirement System | 16,483 | $807.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 16,104 | $788.9K | 0.00% | +745+4.9% | Added |
| Pecaut & Co. | 15,992 | $783.5K | 0.25% | +10.0% | Added |
| LPL Financial LLC | 15,321 | $750.6K | 0.00% | −16,874−52.4% | Reduced |
| Cetera Investment Advisers | 15,304 | $749.7K | 0.00% | +480+3.2% | Added |
| Advisor Group Holdings, Inc. | 15,117 | $740.6K | 0.00% | +12,605+501.8% | Added |
| Kingswood Wealth Advisors, LLC | 14,446 | $707.7K | 0.03% | −25,917−64.2% | Reduced |
| Apollon Wealth Management, LLC | 12,945 | $634.2K | 0.01% | +39+0.3% | Added |
| Blair William & Co | 12,475 | $611.1K | 0.00% | +1,875+17.7% | Added |
| Steward Partners Investment Advisory, LLC | 12,468 | $610.8K | 0.00% | +2,243+21.9% | Added |
| Engineers Gate Manager LP | 11,833 | $579.7K | 0.01% | −15,120−56.1% | Reduced |
| Squarepoint Ops LLC | 10,317 | $505.4K | 0.00% | +10,317 | New |
| Lido Advisors, LLC | 8,711 | $461.2K | 0.00% | +801+10.1% | Added |
| Janus Henderson Group PLC | 9,025 | $441.9K | 0.00% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 8,700 | $426.2K | 0.04% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 8,141 | $398.8K | 0.07% | +8,141 | New |
| Pathstone Holdings, LLC | 7,885 | $386.3K | 0.00% | −33−0.4% | Reduced |
| Northern Trust Corp | 7,395 | $362.3K | 0.00% | +184+2.6% | Added |
| Chilton Capital Management LLC | 7,333 | $359.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,176 | $351.6K | 0.00% | +7,176 | New |
| Childress Capital Advisors, LLC | 6,800 | $333.1K | 0.05% | −1,450−17.6% | Reduced |
| Tudor Investment Corp Et Al | 6,378 | $312.5K | 0.00% | +6,378 | New |
| Stifel Financial Corp | 6,308 | $309.0K | 0.00% | −6,521−50.8% | Reduced |
| Bank of America Corp | 5,924 | $290.2K | 0.00% | −136,468−95.8% | Reduced |
| National Asset Management, Inc. | 5,921 | $290.1K | 0.01% | +1,400+31.0% | Added |
| Mariner, LLC | 5,771 | $282.7K | 0.00% | −344−5.6% | Reduced |
| Van Eck Associates Corp | 5,705 | $279.0K | 0.00% | +1,547+37.2% | Added |
| Atticus Wealth Management, LLC | 5,586 | $273.7K | 0.07% | +107+2.0% | Added |
| Arizona State Retirement System | 5,305 | $259.9K | 0.00% | −277−5.0% | Reduced |
| NCM Capital Management, LLC | 4,900 | $240.1K | 0.09% | +1,100+28.9% | Added |
| Stratos Wealth Partners, LTD. | 4,892 | $239.7K | 0.00% | +5+0.1% | Added |