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.

Q1 2026 vs. Q4 2025

How the institutions holding LandBridge Co LLC changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of LB: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	150	3	187	+40
Shares	27.9M	864.0K	27.3M	+291.0K (+1.1%)
Value	$1.37B	$42.3M	$1.89B	+$559.1M (+42.2%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held LandBridge Co LLC at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to LB in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	1,239,898	$85.6M	0.00%
Ashford Capital Management Inc	248,540	$17.2M	2.12%
Aquatic Capital Management LLC	59,785	$4.13M	0.12%
Aventail Capital Group, LP	41,208	$2.85M	0.14%
Gsa Capital Partners LLP	29,942	$2.07M	0.13%
HRT Financial LP	28,478	$1.97M	0.00%
Trexquant Investment LP	27,924	$1.93M	0.01%
Point72 Asset Management, L.P.	25,265	$1.74M	0.00%
Massar Capital Management, LP	23,162	$1.60M	0.32%
ExodusPoint Capital Management, LP	19,603	$1.35M	0.01%
Vanguard Asset Management, Ltd	18,395	$1.27M	0.00%
Pekin Hardy Strauss, Inc.	12,700	$876.9K	0.09%
Brevan Howard Capital Management LP	12,604	$870.3K	0.01%
Renaissance Capital LLC	11,489	$789.6K	0.57%
Adalta Capital Management LLC	11,285	$779.2K	0.37%
Penserra Capital Management LLC	11,268	$778.0K	0.01%
Headlands Technologies LLC	11,126	$768.3K	0.09%
State of Wisconsin Investment Board	8,438	$582.6K	0.00%
Virtu Financial LLC	8,050	$556.0K	0.02%
Vanguard Investments Australia, Ltd.	6,930	$478.5K	0.00%
Empowered Funds, LLC	5,699	$393.5K	0.00%
Bourgeon Capital Management LLC	5,691	$393.0K	0.07%
Linden Thomas Advisory Services, LLC	5,674	$391.8K	0.04%
Schonfeld Strategic Advisors LLC	5,672	$391.6K	0.00%
Concurrent Investment Advisors, LLC	5,568	$384.5K	0.00%
Invesco Ltd.	5,536	$382.3K	0.00%
Bridgefront Capital, LLC	5,487	$378.9K	0.09%
Colony Group, LLC	5,087	$351.3K	0.00%
DRW Securities, LLC	4,620	$319.0K	0.02%
IMC-Chicago, LLC	4,213	$290.9K	0.00%
Voloridge Investment Management, LLC	4,178	$288.5K	0.00%
Bank of New York Mellon Corp	4,027	$278.0K	0.00%
Avidian Wealth Solutions, LLC	4,014	$277.2K	0.01%
RMB Capital Management, LLC	3,964	$273.7K	0.00%
Pictet Asset Management Holding SA	3,956	$273.2K	0.00%
Toroso Investments, LLC	3,794	$262.0K	0.00%
Fieldview Capital Management, LLC	3,672	$253.6K	0.07%
Arrow Investment Advisors, LLC	3,613	$249.5K	0.27%
CI Private Wealth, LLC	8,690	$247.9K	0.00%
Quent Capital, LLC	3,590	$244.2K	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	3,360	$232.0K	0.00%
Mercer Global Advisors Inc	3,304	$228.1K	0.00%
Clear Street Markets LLC	3,031	$209.3K	0.10%
Turtle Creek Wealth Advisors, LLC	3,000	$207.2K	0.02%
Quadrature Capital Ltd	2,954	$204.0K	0.00%
Chung Wu Investment Group, LLC	2,900	$200.2K	0.17%
Creative Financial Designs Inc	2,467	$170.3K	0.01%
Caitong International Asset Management Co., Ltd	1,982	$136.9K	0.03%
SG Americas Securities, LLC	1,801	$124.0K	0.00%
Beacon Investment Advisory Services, Inc.	1,485	$102.5K	0.00%
Fifth Third Bancorp	1,398	$96.6K	0.00%
ORG Wealth Partners, LLC	1,340	$92.5K	0.02%
Bryn Mawr Trust Co	300	$20.7K	0.00%
Larson Financial Group LLC	129	$8.91K	0.00%
BNP Paribas Arbitrage, SA	71	$4.90K	0.00%
Toth Financial Advisory Corp	18	$1.24K	0.00%
Root Financial Partners, LLC	13	$898	0.00%
MAI Capital Management	9	$622	0.00%
Farther Finance Advisors, LLC	7	$463	0.00%
Rothschild Investment LLC	4	$276	0.00%

Sold out (20)

Institutions that held LandBridge Co LLC at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of LB in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Adage Capital Partners GP, L.L.C.	100,000	$4.90M
Jefferies Financial Group Inc.	58,477	$2.86M
Yaupon Capital Management LP	51,258	$2.51M
HITE Hedge Asset Management LLC	47,105	$2.31M
Two Sigma Advisers, LP	19,800	$970.0K
Squarepoint Ops LLC	10,317	$505.4K
TB Alternative Assets Ltd.	8,141	$398.8K
Van Eck Associates Corp	5,705	$279.0K
Compass Capital Corp	3,931	$224.1K
Landscape Capital Management, L.L.C.	4,103	$201.0K
Harbor Investment Advisory, LLC	1,521	$74.5K
Flagship Harbor Advisors, LLC	1,043	$51.1K
Simplex Trading, LLC	791	$38.8K
Quattro Advisors LLC	737	$36.1K
Kestra Advisory Services, LLC	671	$32.9K
Eagle Bay Advisors LLC	425	$20.8K
Miller Wealth Advisors, LLC	290	$14.2K
DV Trading LLC	200	$9.80K
Quadrant Capital Group LLC	85	$4.17K
Dunhill Financial, LLC	1	$33

Not filed for Q1 2026 yet (3)

Institutions that held LandBridge Co LLC at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LB in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	861,815	$42.2M
Comerica Bank	1,394	$68.3K
CIBC Private Wealth Group, LLC	825	$40.4K