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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.

Institutional holdersQ1 2026: 187 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 37 institutionsQ3 2024: 59 institutionsQ4 2024: 124 institutionsQ1 2025: 145 institutionsQ2 2025: 156 institutionsQ3 2025: 156 institutionsQ4 2025: 150 institutionsQ1 2026: 187 institutionsQ2 2026: 192 institutions
Value heldQ1 2026: $1.89B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $337.4MQ3 2024: $588.3MQ4 2024: $1.25BQ1 2025: $1.68BQ2 2025: $1.69BQ3 2025: $1.35BQ4 2025: $1.37BQ1 2026: $1.89BQ2 2026: $2.25B
Institutions holding LB and their total value by quarter
QuarterHoldersValue
Q2 2026192$2.25B
Q1 2026187$1.89B
Q4 2025150$1.37B
Q3 2025156$1.35B
Q2 2025156$1.69B
Q1 2025145$1.68B
Q4 2024124$1.25B
Q3 202459$588.3M
Q2 202437$337.4M
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q4 2025.

Institutions holding LB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Pekin Hardy Strauss, Inc.12,700$876.9K0.09%+12,700New
Janus Henderson Group PLC14,325$990.1K0.00%+5,300+58.7%Added
Engineers Gate Manager LP14,401$994.4K0.01%+2,568+21.7%Added
Cetera Investment Advisers14,639$1.01M0.00%−665−4.3%Reduced
Advisor Group Holdings, Inc.14,880$1.03M0.00%−237−1.6%Reduced
Apollon Wealth Management, LLC14,896$1.03M0.02%+1,951+15.1%Added
Malaga Cove Capital, LLC15,153$1.05M0.38%−2,235−12.9%Reduced
Pecaut & Co.15,893$1.10M0.36%−99−0.6%Reduced
Private Advisor Group, LLC16,232$1.12M0.01%−1,045−6.0%Reduced
LPL Financial LLC16,707$1.15M0.00%+1,386+9.0%Added
Spears Abacus Advisors LLC17,340$1.20M0.02%00.0%Unchanged
Legal & General Group Plc17,728$1.22M0.00%+1,624+10.1%Added
Santa Monica Partners LP18,000$1.24M0.69%00.0%Unchanged
Vanguard Asset Management, Ltd18,395$1.27M0.00%+18,395New
Independent Advisor Alliance18,786$1.30M0.01%+1,674+9.8%Added
Millennium Management LLC18,865$1.30M0.00%−132,138−87.5%Reduced
ExodusPoint Capital Management, LP19,603$1.35M0.01%+19,603New
Janney Montgomery Scott LLC19,932$1.38M0.00%−5,575−21.9%Reduced
UBS Asset Management Americas Inc20,273$1.40M0.00%−286−1.4%Reduced
Essex Financial Services, Inc.20,343$1.40M0.08%+1,261+6.6%Added
Susquehanna International Group, LLP20,618$1.42M0.00%−10,411−33.6%Reduced
Steward Partners Investment Advisory, LLC22,232$1.54M0.01%+9,764+78.3%Added
Balyasny Asset Management LLC22,892$1.58M0.00%−19,843−46.4%Reduced
Massar Capital Management, LP23,162$1.60M0.32%+23,162New
California State Teachers Retirement System23,780$1.64M0.00%+7,297+44.3%Added
Goldman Sachs Group Inc24,973$1.72M0.00%−189,798−88.4%Reduced
Point72 Asset Management, L.P.25,265$1.74M0.00%+25,265New
Key Client Fiduciary Advisors, LLC25,760$1.78M0.61%−26,334−50.6%Reduced
Rockefeller Capital Management L.P.25,995$1.79M0.00%−3,741−12.6%Reduced
Wiley Bros.-Aintree Capital, LLC26,789$1.85M0.01%+22,517+527.1%Added
Commonwealth Equity Services, LLC27,601$1.91M0.00%+4,948+21.8%Added
Trexquant Investment LP27,924$1.93M0.01%+27,924New
HRT Financial LP28,478$1.97M0.00%+28,478New
Annex Advisory Services, LLC29,910$2.07M0.04%−264,233−89.8%Reduced
Gsa Capital Partners LLP29,942$2.07M0.13%+29,942New
Ipswich Investment Management Co., Inc.30,379$2.10M0.49%+735+2.5%Added
State Street Corp30,528$2.11M0.00%+8,545+38.9%Added
Barclays PLC30,857$2.13M0.00%+30,845+257,041.7%Added
Resources Investment Advisors, LLC.35,439$2.45M0.02%+8,442+31.3%Added
Atlas Wealth Partners, LLC38,030$2.63M2.70%+597+1.6%Added
Tudor Investment Corp Et Al40,392$2.79M0.02%+34,014+533.3%Added
Aventail Capital Group, LP41,208$2.85M0.14%+41,208New
Royal Bank of Canada44,985$3.11M0.00%+25,284+128.3%Added
Swiss National Bank55,000$3.80M0.00%+17,600+47.1%Added
Geode Capital Management, LLC55,181$3.81M0.00%+22,762+70.2%Added
Viking Fund Management LLC56,000$3.87M0.40%−24,000−30.0%Reduced
Aquatic Capital Management LLC59,785$4.13M0.12%+59,785New
Bank of America Corp64,933$4.48M0.00%+59,009+996.1%Added
Kingswood Wealth Advisors, LLC65,732$4.54M0.22%+51,286+355.0%Added
Promethium Advisors,llc67,238$4.64M2.40%−799−1.2%Reduced
one8zero8, LLC77,653$5.36M1.19%+4,750+6.5%Added
AQR Capital Management LLC77,803$5.37M0.00%+6,729+9.5%Added
BlackRock, Inc.87,006$6.01M0.00%+37,129+74.4%Added
Advisory Services Network, LLC90,871$6.27M0.08%+2,190+2.5%Added
Crawford Investment Counsel Inc93,497$6.46M0.11%+5,150+5.8%Added
MSRH, LLC93,756$6.47M5.73%−110−0.1%Reduced
Sprott Inc.98,604$6.81M0.21%+13,411+15.7%Added
Seven Grand Managers, LLC100,000$6.91M0.46%00.0%Unchanged
Ghisallo Capital Management LLC100,000$6.91M0.19%+49,781+99.1%Added
Tocqueville Asset Management L.P.100,950$6.97M0.10%−2,500−2.4%Reduced
Amundi102,085$7.05M0.00%−86,188−45.8%Reduced
SEI Investments Co134,720$9.30M0.01%+67,360+100.0%Added
HighTower Advisors, LLC156,909$10.8M0.01%+46,283+41.8%Added
Wells Fargo & Company188,255$13.0M0.00%+53,389+39.6%Added
Citadel Advisors LLC204,233$14.1M0.01%−20,497−9.1%Reduced
EagleClaw Capital Managment, LLC208,955$14.4M2.02%+8,075+4.0%Added
Jane Street Group, LLC214,698$14.8M0.02%+112,666+110.4%Added
Moors & Cabot, Inc.223,994$15.5M0.66%+17,877+8.7%Added
Summit Street Capital Management, LLC227,258$15.7M2.22%00.0%Unchanged
One Charles Private Wealth Services, LLC235,765$16.3M4.08%−942−0.4%Reduced
Ashford Capital Management Inc248,540$17.2M2.12%+248,540New
Mad River Investors266,385$18.4M6.64%+3,451+1.3%Added
Captrust Financial Advisors274,559$19.0M0.03%+6,577+2.5%Added
Raymond James Financial Inc363,112$25.1M0.01%−25,191−6.5%Reduced
Cortland Associates Inc398,708$27.5M3.95%−9,572−2.3%Reduced
DF Dent & Co Inc497,807$34.4M0.66%+58,815+13.4%Added
Two Sigma Investments, LP545,477$37.7M0.03%+501,431+1,138.4%Added
Marshall Wace, LLP562,062$38.8M0.04%+419,556+294.4%Added
Schwartz Investment Counsel Inc592,891$40.9M1.45%00.0%Unchanged
Hood River Capital Management LLC621,075$42.9M0.43%+40.0%Added
UBS Group AG633,169$43.7M0.01%+358,318+130.4%Added
William Blair Investment Management, LLC887,466$61.3M0.20%+197,175+28.6%Added
Vanguard Portfolio Management LLC1,239,898$85.6M0.00%+1,239,898New
FMR LLC1,334,828$92.2M0.00%+521,080+64.0%Added
Morgan Stanley1,475,827$101.9M0.01%−3,419,165−69.9%Reduced
Horizon Kinetics Asset Management LLC5,657,134$390.6M4.23%+14,368+0.3%Added
First Manhattan Co7,057,228$487.3M1.35%+195,289+2.8%Added
Adage Capital Partners GP, L.L.C.0$00.00%−100,000−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−58,477−100.0%Sold out
Yaupon Capital Management LP0$00.00%−51,258−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−47,105−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−19,800−100.0%Sold out
Squarepoint Ops LLC0$00.00%−10,317−100.0%Sold out
TB Alternative Assets Ltd.0$00.00%−8,141−100.0%Sold out
Van Eck Associates Corp0$00.00%−5,705−100.0%Sold out
Compass Capital Corp0$00.00%−3,931−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−4,103−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−1,521−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−1,043−100.0%Sold out
Simplex Trading, LLC0$00.00%−791−100.0%Sold out