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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, Q2 2026

Institutional positions in LandBridge Co LLC as of Jun 30, 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
192
+8 vs. Q1 2026
Shares held
28.5M
+1.25M (+4.6%) vs. Q1 2026
Total value
$2.25B
+$376.0M (+20.0%) vs. Q1 2026
New holders
33
72 more added
Sold out
25
58 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 192 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 heldQ2 2026: $2.25B
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, Q2 2026

Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q1 2026.

Institutions holding LB in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Blair William & Co12,279$973.0K0.00%−297−2.4%Reduced
Renaissance Capital LLC12,411$983.4K0.54%+922+8.0%Added
Cetera Investment Advisers12,536$993.4K0.00%−2,103−14.4%Reduced
Apollon Wealth Management, LLC12,658$1.00M0.01%−2,238−15.0%Reduced
Occudo Quantitative Strategies LP12,659$1.00M0.05%+12,659New
Adalta Capital Management LLC12,735$1.01M0.44%+1,450+12.8%Added
Pekin Hardy Strauss, Inc.12,850$1.02M0.09%+150+1.2%Added
Dimensional Fund Advisors LP13,117$1.04M0.00%+7,116+118.6%Added
Sierra Summit Advisors LLC14,210$1.13M0.13%+14,210New
Beacon Pointe Advisors, LLC14,241$1.13M0.01%+14,241New
Northern Trust Corp14,544$1.15M0.00%+4,026+38.3%Added
Gsa Capital Partners LLP14,602$1.16M0.07%−15,340−51.2%Reduced
Malaga Cove Capital, LLC14,971$1.19M0.38%−182−1.2%Reduced
State of New Jersey Common Pension Fund D15,570$1.23M0.00%+15,570New
Pecaut & Co.15,894$1.26M0.38%+10.0%Added
Advisor Group Holdings, Inc.16,637$1.32M0.00%+1,757+11.8%Added
Spears Abacus Advisors LLC17,340$1.37M0.02%00.0%Unchanged
Balyasny Asset Management LLC17,401$1.38M0.00%−5,491−24.0%Reduced
LPL Financial LLC17,597$1.39M0.00%+890+5.3%Added
Santa Monica Partners LP18,000$1.43M0.77%00.0%Unchanged
Vanguard Asset Management, Ltd18,395$1.46M0.00%00.0%Unchanged
Essex Financial Services, Inc.18,912$1.50M0.07%−1,431−7.0%Reduced
Royal Bank of Canada19,001$1.50M0.00%−25,984−57.8%Reduced
D. E. Shaw & Co., Inc.19,042$1.51M0.00%+19,042New
Independent Advisor Alliance19,123$1.52M0.04%+337+1.8%Added
Janney Montgomery Scott LLC20,702$1.64M0.00%+770+3.9%Added
Rockefeller Capital Management L.P.21,733$1.72M0.00%−4,262−16.4%Reduced
PKS Advisory Services, LLC21,765$1.72M0.28%+21,765New
Citadel Advisors LLC22,360$1.77M0.00%−181,873−89.1%Reduced
UBS Asset Management Americas Inc22,953$1.82M0.00%+2,680+13.2%Added
Fenimore Asset Management Inc26,000$2.06M0.04%+26,000New
Wiley Bros.-Aintree Capital, LLC27,277$2.16M0.01%+488+1.8%Added
Ipswich Investment Management Co., Inc.28,882$2.29M0.48%−1,497−4.9%Reduced
California State Teachers Retirement System31,575$2.50M0.00%+7,795+32.8%Added
Steward Partners Investment Advisory, LLC32,008$2.54M0.01%+9,776+44.0%Added
Annex Advisory Services, LLC33,466$2.65M0.05%+3,556+11.9%Added
Resources Investment Advisors, LLC.35,051$2.78M0.02%−388−1.1%Reduced
Atlas Wealth Partners, LLC38,420$3.04M3.33%+390+1.0%Added
Citigroup Inc38,554$3.06M0.00%+35,530+1,174.9%Added
TD Asset Management Inc42,934$3.40M0.00%+42,934New
Kingswood Wealth Advisors, LLC46,097$3.65M0.15%−19,635−29.9%Reduced
Cinctive Capital Management LP49,826$3.95M0.16%+43,525+690.8%Added
XTX Topco Ltd49,995$3.96M0.05%+45,549+1,024.5%Added
JPMorgan Chase & Co56,931$3.98M0.00%+56,926+1,138,520.0%Added
State Street Corp51,066$4.05M0.00%+20,538+67.3%Added
Bank of America Corp51,416$4.07M0.00%−13,517−20.8%Reduced
Legal & General Group Plc52,313$4.09M0.00%+34,585+195.1%Added
Swiss National Bank55,900$4.43M0.00%+900+1.6%Added
Viking Fund Management LLC56,000$4.44M0.40%00.0%Unchanged
Commonwealth Equity Services, LLC58,077$4.60M0.01%+30,476+110.4%Added
Geode Capital Management, LLC58,491$4.63M0.00%+3,310+6.0%Added
Barclays PLC58,629$4.65M0.00%+27,772+90.0%Added
SEI Investments Co67,360$5.34M0.00%−67,360−50.0%Reduced
Promethium Advisors,llc68,930$5.46M2.62%+1,692+2.5%Added
AQR Capital Management LLC75,633$5.99M0.00%−2,170−2.8%Reduced
Goldman Sachs Group Inc78,767$6.24M0.00%+53,794+215.4%Added
one8zero8, LLC83,668$6.63M1.31%+6,015+7.7%Added
Tudor Investment Corp Et Al83,955$6.65M0.03%+43,563+107.9%Added
Daiwa Securities Group Inc.85,738$6.79M0.02%+85,738New
Advisory Services Network, LLC91,909$7.28M0.08%+1,038+1.1%Added
Crawford Investment Counsel Inc95,243$7.55M0.13%+1,746+1.9%Added
Ghisallo Capital Management LLC100,000$7.92M0.16%00.0%Unchanged
Seven Grand Managers, LLC100,000$7.92M0.32%00.0%Unchanged
Sprott Inc.100,059$7.93M0.26%+1,455+1.5%Added
Jane Street Group, LLC106,520$8.44M0.01%−108,178−50.4%Reduced
BlackRock, Inc.108,741$8.62M0.00%+21,735+25.0%Added
Marshall Wace, LLP118,494$9.39M0.01%−443,568−78.9%Reduced
Tocqueville Asset Management L.P.128,490$10.2M0.13%+27,540+27.3%Added
HighTower Advisors, LLC140,912$11.2M0.01%−15,997−10.2%Reduced
Summit Street Capital Management, LLC203,365$16.1M2.26%−23,893−10.5%Reduced
EagleClaw Capital Managment, LLC210,805$16.7M2.24%+1,850+0.9%Added
Millennium Management LLC211,305$16.7M0.01%+192,440+1,020.1%Added
Wells Fargo & Company222,604$17.6M0.00%+34,349+18.2%Added
One Charles Private Wealth Services, LLC224,152$17.8M4.09%−11,613−4.9%Reduced
Ashford Capital Management Inc234,860$18.6M2.00%−13,680−5.5%Reduced
Moors & Cabot, Inc.251,704$19.9M0.78%+27,710+12.4%Added
Mad River Investors267,953$21.2M7.94%+1,568+0.6%Added
Captrust Financial Advisors281,951$22.3M0.03%+7,392+2.7%Added
Raymond James Financial Inc376,807$29.9M0.01%+13,695+3.8%Added
Cortland Associates Inc384,317$30.5M4.40%−14,391−3.6%Reduced
Two Sigma Investments, LP518,850$41.1M0.03%−26,627−4.9%Reduced
DF Dent & Co Inc567,536$45.0M0.85%+69,729+14.0%Added
UBS Group AG573,587$45.5M0.01%−59,582−9.4%Reduced
Hood River Capital Management LLC592,619$47.0M0.34%−28,456−4.6%Reduced
Schwartz Investment Counsel Inc644,716$51.1M1.70%+51,825+8.7%Added
Morgan Stanley731,836$58.0M0.00%−743,991−50.4%Reduced
William Blair Investment Management, LLC1,235,265$97.9M0.29%+347,799+39.2%Added
Vanguard Portfolio Management LLC1,267,116$100.4M0.00%+27,218+2.2%Added
T. Rowe Price Investment Management, Inc.1,276,671$101.2M0.07%+1,276,671New
FMR LLC1,775,450$140.7M0.01%+440,622+33.0%Added
Horizon Kinetics Asset Management LLC5,821,263$461.3M5.23%+164,129+2.9%Added
First Manhattan Co7,082,845$561.2M1.43%+25,617+0.4%Added
Amundi0$00.00%−102,085−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−59,785−100.0%Sold out
Aventail Capital Group, LP0$00.00%−41,208−100.0%Sold out
HRT Financial LP0$00.00%−28,478−100.0%Sold out
Trexquant Investment LP0$00.00%−27,924−100.0%Sold out
Key Client Fiduciary Advisors, LLC0$00.00%−25,760−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−19,603−100.0%Sold out
Penserra Capital Management LLC0$00.00%−11,268−100.0%Sold out