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, Q1 2026
Institutional positions in LandBridge Co LLC as of Mar 31, 2026. 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
- 187
- +40 vs. Q4 2025
- Shares held
- 27.3M
- +291.0K (+1.1%) vs. Q4 2025
- Total value
- $1.89B
- +$559.1M (+42.2%) vs. Q4 2025
- New holders
- 60
- 77 more added
- Sold out
- 20
- 32 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 7,057,228 | $487.3M | 1.35% | +195,289+2.8% | Added |
| Horizon Kinetics Asset Management LLC | 5,657,134 | $390.6M | 4.23% | +14,368+0.3% | Added |
| Morgan Stanley | 1,475,827 | $101.9M | 0.01% | −3,419,165−69.9% | Reduced |
| FMR LLC | 1,334,828 | $92.2M | 0.00% | +521,080+64.0% | Added |
| Vanguard Portfolio Management LLC | 1,239,898 | $85.6M | 0.00% | +1,239,898 | New |
| William Blair Investment Management, LLC | 887,466 | $61.3M | 0.20% | +197,175+28.6% | Added |
| UBS Group AG | 633,169 | $43.7M | 0.01% | +358,318+130.4% | Added |
| Hood River Capital Management LLC | 621,075 | $42.9M | 0.43% | +40.0% | Added |
| Schwartz Investment Counsel Inc | 592,891 | $40.9M | 1.45% | 00.0% | Unchanged |
| Marshall Wace, LLP | 562,062 | $38.8M | 0.04% | +419,556+294.4% | Added |
| Two Sigma Investments, LP | 545,477 | $37.7M | 0.03% | +501,431+1,138.4% | Added |
| DF Dent & Co Inc | 497,807 | $34.4M | 0.66% | +58,815+13.4% | Added |
| Cortland Associates Inc | 398,708 | $27.5M | 3.95% | −9,572−2.3% | Reduced |
| Raymond James Financial Inc | 363,112 | $25.1M | 0.01% | −25,191−6.5% | Reduced |
| Captrust Financial Advisors | 274,559 | $19.0M | 0.03% | +6,577+2.5% | Added |
| Mad River Investors | 266,385 | $18.4M | 6.64% | +3,451+1.3% | Added |
| Ashford Capital Management Inc | 248,540 | $17.2M | 2.12% | +248,540 | New |
| One Charles Private Wealth Services, LLC | 235,765 | $16.3M | 4.08% | −942−0.4% | Reduced |
| Summit Street Capital Management, LLC | 227,258 | $15.7M | 2.22% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 223,994 | $15.5M | 0.66% | +17,877+8.7% | Added |
| Jane Street Group, LLC | 214,698 | $14.8M | 0.02% | +112,666+110.4% | Added |
| EagleClaw Capital Managment, LLC | 208,955 | $14.4M | 2.02% | +8,075+4.0% | Added |
| Citadel Advisors LLC | 204,233 | $14.1M | 0.01% | −20,497−9.1% | Reduced |
| Wells Fargo & Company | 188,255 | $13.0M | 0.00% | +53,389+39.6% | Added |
| HighTower Advisors, LLC | 156,909 | $10.8M | 0.01% | +46,283+41.8% | Added |
| SEI Investments Co | 134,720 | $9.30M | 0.01% | +67,360+100.0% | Added |
| Amundi | 102,085 | $7.05M | 0.00% | −86,188−45.8% | Reduced |
| Tocqueville Asset Management L.P. | 100,950 | $6.97M | 0.10% | −2,500−2.4% | Reduced |
| Seven Grand Managers, LLC | 100,000 | $6.91M | 0.46% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 100,000 | $6.91M | 0.19% | +49,781+99.1% | Added |
| Sprott Inc. | 98,604 | $6.81M | 0.21% | +13,411+15.7% | Added |
| MSRH, LLC | 93,756 | $6.47M | 5.73% | −110−0.1% | Reduced |
| Crawford Investment Counsel Inc | 93,497 | $6.46M | 0.11% | +5,150+5.8% | Added |
| Advisory Services Network, LLC | 90,871 | $6.27M | 0.08% | +2,190+2.5% | Added |
| BlackRock, Inc. | 87,006 | $6.01M | 0.00% | +37,129+74.4% | Added |
| AQR Capital Management LLC | 77,803 | $5.37M | 0.00% | +6,729+9.5% | Added |
| one8zero8, LLC | 77,653 | $5.36M | 1.19% | +4,750+6.5% | Added |
| Promethium Advisors,llc | 67,238 | $4.64M | 2.40% | −799−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 65,732 | $4.54M | 0.22% | +51,286+355.0% | Added |
| Bank of America Corp | 64,933 | $4.48M | 0.00% | +59,009+996.1% | Added |
| Aquatic Capital Management LLC | 59,785 | $4.13M | 0.12% | +59,785 | New |
| Viking Fund Management LLC | 56,000 | $3.87M | 0.40% | −24,000−30.0% | Reduced |
| Geode Capital Management, LLC | 55,181 | $3.81M | 0.00% | +22,762+70.2% | Added |
| Swiss National Bank | 55,000 | $3.80M | 0.00% | +17,600+47.1% | Added |
| Royal Bank of Canada | 44,985 | $3.11M | 0.00% | +25,284+128.3% | Added |
| Aventail Capital Group, LP | 41,208 | $2.85M | 0.14% | +41,208 | New |
| Tudor Investment Corp Et Al | 40,392 | $2.79M | 0.02% | +34,014+533.3% | Added |
| Atlas Wealth Partners, LLC | 38,030 | $2.63M | 2.70% | +597+1.6% | Added |
| Resources Investment Advisors, LLC. | 35,439 | $2.45M | 0.02% | +8,442+31.3% | Added |
| Barclays PLC | 30,857 | $2.13M | 0.00% | +30,845+257,041.7% | Added |
| State Street Corp | 30,528 | $2.11M | 0.00% | +8,545+38.9% | Added |
| Ipswich Investment Management Co., Inc. | 30,379 | $2.10M | 0.49% | +735+2.5% | Added |
| Gsa Capital Partners LLP | 29,942 | $2.07M | 0.13% | +29,942 | New |
| Annex Advisory Services, LLC | 29,910 | $2.07M | 0.04% | −264,233−89.8% | Reduced |
| HRT Financial LP | 28,478 | $1.97M | 0.00% | +28,478 | New |
| Trexquant Investment LP | 27,924 | $1.93M | 0.01% | +27,924 | New |
| Commonwealth Equity Services, LLC | 27,601 | $1.91M | 0.00% | +4,948+21.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,789 | $1.85M | 0.01% | +22,517+527.1% | Added |
| Rockefeller Capital Management L.P. | 25,995 | $1.79M | 0.00% | −3,741−12.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 25,760 | $1.78M | 0.61% | −26,334−50.6% | Reduced |
| Point72 Asset Management, L.P. | 25,265 | $1.74M | 0.00% | +25,265 | New |
| Goldman Sachs Group Inc | 24,973 | $1.72M | 0.00% | −189,798−88.4% | Reduced |
| California State Teachers Retirement System | 23,780 | $1.64M | 0.00% | +7,297+44.3% | Added |
| Massar Capital Management, LP | 23,162 | $1.60M | 0.32% | +23,162 | New |
| Balyasny Asset Management LLC | 22,892 | $1.58M | 0.00% | −19,843−46.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,232 | $1.54M | 0.01% | +9,764+78.3% | Added |
| Susquehanna International Group, LLP | 20,618 | $1.42M | 0.00% | −10,411−33.6% | Reduced |
| Essex Financial Services, Inc. | 20,343 | $1.40M | 0.08% | +1,261+6.6% | Added |
| UBS Asset Management Americas Inc | 20,273 | $1.40M | 0.00% | −286−1.4% | Reduced |
| Janney Montgomery Scott LLC | 19,932 | $1.38M | 0.00% | −5,575−21.9% | Reduced |
| ExodusPoint Capital Management, LP | 19,603 | $1.35M | 0.01% | +19,603 | New |
| Millennium Management LLC | 18,865 | $1.30M | 0.00% | −132,138−87.5% | Reduced |
| Independent Advisor Alliance | 18,786 | $1.30M | 0.01% | +1,674+9.8% | Added |
| Vanguard Asset Management, Ltd | 18,395 | $1.27M | 0.00% | +18,395 | New |
| Santa Monica Partners LP | 18,000 | $1.24M | 0.69% | 00.0% | Unchanged |
| Legal & General Group Plc | 17,728 | $1.22M | 0.00% | +1,624+10.1% | Added |
| Spears Abacus Advisors LLC | 17,340 | $1.20M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 16,707 | $1.15M | 0.00% | +1,386+9.0% | Added |
| Private Advisor Group, LLC | 16,232 | $1.12M | 0.01% | −1,045−6.0% | Reduced |
| Pecaut & Co. | 15,893 | $1.10M | 0.36% | −99−0.6% | Reduced |
| Malaga Cove Capital, LLC | 15,153 | $1.05M | 0.38% | −2,235−12.9% | Reduced |
| Apollon Wealth Management, LLC | 14,896 | $1.03M | 0.02% | +1,951+15.1% | Added |
| Advisor Group Holdings, Inc. | 14,880 | $1.03M | 0.00% | −237−1.6% | Reduced |
| Cetera Investment Advisers | 14,639 | $1.01M | 0.00% | −665−4.3% | Reduced |
| Engineers Gate Manager LP | 14,401 | $994.4K | 0.01% | +2,568+21.7% | Added |
| Janus Henderson Group PLC | 14,325 | $990.1K | 0.00% | +5,300+58.7% | Added |
| Pekin Hardy Strauss, Inc. | 12,700 | $876.9K | 0.09% | +12,700 | New |
| Brevan Howard Capital Management LP | 12,604 | $870.3K | 0.01% | +12,604 | New |
| Blair William & Co | 12,576 | $868.4K | 0.00% | +101+0.8% | Added |
| Renaissance Capital LLC | 11,489 | $789.6K | 0.57% | +11,489 | New |
| Adalta Capital Management LLC | 11,285 | $779.2K | 0.37% | +11,285 | New |
| Penserra Capital Management LLC | 11,268 | $778.0K | 0.01% | +11,268 | New |
| Headlands Technologies LLC | 11,126 | $768.3K | 0.09% | +11,126 | New |
| Northern Trust Corp | 10,518 | $726.3K | 0.00% | +3,123+42.2% | Added |
| Lido Advisors, LLC | 8,712 | $601.6K | 0.00% | +10.0% | Added |
| Zuckerman Investment Group, LLC | 8,700 | $600.7K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,438 | $582.6K | 0.00% | +8,438 | New |
| Pathstone Holdings, LLC | 8,424 | $581.7K | 0.00% | +539+6.8% | Added |
| Vident Advisory, LLC | 8,305 | $573.5K | 0.00% | +3,819+85.1% | Added |
| Stifel Financial Corp | 8,075 | $557.6K | 0.00% | +1,767+28.0% | Added |