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 |
|---|---|---|---|---|---|
| Atlas Wealth Partners, LLC | 37,433 | $1.83M | 2.02% | +2,395+6.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,229 | $1.97M | 0.04% | +5,700+16.5% | Added |
| Balyasny Asset Management LLC | 42,735 | $2.09M | 0.00% | +22,099+107.1% | Added |
| Two Sigma Investments, LP | 44,046 | $2.16M | 0.00% | −146,420−76.9% | Reduced |
| HITE Hedge Asset Management LLC | 47,105 | $2.31M | 0.15% | +30,023+175.8% | Added |
| BlackRock, Inc. | 49,877 | $2.44M | 0.00% | +3,012+6.4% | Added |
| Ghisallo Capital Management LLC | 50,219 | $2.46M | 0.11% | −79,781−61.4% | Reduced |
| Yaupon Capital Management LP | 51,258 | $2.51M | 0.12% | +6,834+15.4% | Added |
| Key Client Fiduciary Advisors, LLC | 52,094 | $2.55M | 0.88% | +1,329+2.6% | Added |
| Jefferies Financial Group Inc. | 58,477 | $2.86M | 0.02% | +58,477 | New |
| SEI Investments Co | 67,360 | $3.30M | 0.00% | +67,360 | New |
| Promethium Advisors,llc | 68,037 | $3.33M | 1.80% | +6,428+10.4% | Added |
| AQR Capital Management LLC | 71,074 | $3.48M | 0.00% | +4,289+6.4% | Added |
| one8zero8, LLC | 72,903 | $3.57M | 0.78% | +6,861+10.4% | Added |
| Viking Fund Management LLC | 80,000 | $3.92M | 0.45% | +40,000+100.0% | Added |
| Sprott Inc. | 85,193 | $4.17M | 0.15% | +10,830+14.6% | Added |
| Crawford Investment Counsel Inc | 88,347 | $4.33M | 0.07% | +88,347 | New |
| Advisory Services Network, LLC | 88,681 | $4.34M | 0.06% | +1,342+1.5% | Added |
| MSRH, LLC | 93,866 | $4.60M | 5.13% | +93,866 | New |
| 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 |
| Jane Street Group, LLC | 102,032 | $5.00M | 0.01% | +23,066+29.2% | Added |
| Tocqueville Asset Management L.P. | 103,450 | $5.07M | 0.07% | −8,430−7.5% | Reduced |
| HighTower Advisors, LLC | 110,626 | $5.42M | 0.01% | +26,014+30.7% | Added |
| Cinctive Capital Management LP | 126,914 | $6.22M | 0.36% | +71,425+128.7% | Added |
| Wells Fargo & Company | 134,866 | $6.61M | 0.00% | +34,433+34.3% | Added |
| Marshall Wace, LLP | 142,506 | $6.98M | 0.01% | +142,506 | New |
| Millennium Management LLC | 151,003 | $7.40M | 0.01% | +80,035+112.8% | Added |
| Amundi | 188,273 | $9.22M | 0.00% | +188,273 | New |
| EagleClaw Capital Managment, LLC | 200,880 | $9.84M | 1.42% | −1,460−0.7% | Reduced |
| Moors & Cabot, Inc. | 206,117 | $10.1M | 0.43% | +9,738+5.0% | Added |
| Goldman Sachs Group Inc | 214,771 | $10.5M | 0.00% | +204,331+1,957.2% | Added |
| Citadel Advisors LLC | 224,730 | $11.0M | 0.01% | +122,421+119.7% | Added |
| Summit Street Capital Management, LLC | 227,258 | $11.1M | 1.75% | −58,551−20.5% | Reduced |
| One Charles Private Wealth Services, LLC | 236,707 | $11.6M | 3.00% | −8,275−3.4% | Reduced |
| Mad River Investors | 262,934 | $12.9M | 5.87% | +21,878+9.1% | Added |
| Captrust Financial Advisors | 267,982 | $13.1M | 0.02% | +610+0.2% | Added |
| UBS Group AG | 274,851 | $13.5M | 0.00% | −151,305−35.5% | Reduced |
| Annex Advisory Services, LLC | 294,143 | $14.4M | 0.28% | +23,324+8.6% | Added |
| Raymond James Financial Inc | 388,303 | $19.0M | 0.01% | −65,120−14.4% | Reduced |
| Cortland Associates Inc | 408,280 | $20.0M | 2.53% | −4,163−1.0% | Reduced |
| DF Dent & Co Inc | 438,992 | $21.5M | 0.31% | +438,992 | New |
| Schwartz Investment Counsel Inc | 592,891 | $29.0M | 1.02% | +13,128+2.3% | Added |
| Hood River Capital Management LLC | 621,071 | $30.4M | 0.33% | −49,615−7.4% | Reduced |
| William Blair Investment Management, LLC | 690,291 | $33.8M | 0.09% | +690,291 | New |
| FMR LLC | 813,748 | $39.9M | 0.00% | −6,410−0.8% | Reduced |
| Vanguard Group Inc | 861,815 | $42.2M | 0.00% | +7,048+0.8% | Added |
| Morgan Stanley | 4,894,992 | $239.8M | 0.01% | −53,844−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,642,766 | $276.4M | 3.74% | +10,653+0.2% | Added |
| First Manhattan Co | 6,861,939 | $338.7M | 0.89% | +1,330,099+24.0% | Added |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −48,162−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −46,766−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −27,998−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −26,109−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −24,681−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −17,060−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,758−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −11,070−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −9,352−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,003−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,164−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −5,458−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −4,834−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,104−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,947−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Generali Investments, Management Co LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |