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.
Holders of 5% or more of LB
Holders whose latest Schedule 13D or 13G filing reports 5% or more of LandBridge Co LLC, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| LandBridge Holdings LLC | 13D/A | 63.60%48.6M shares | −3.50 ppfrom 67.10% | Dec 23, 20243 filings | Nov 21, 2025 | SEC |
| First Manhattan Co | 13G/A | 26.30%6.67M shares | +6.60 ppfrom 19.70% | Sep 8, 20252 filings | Nov 7, 2025 | SEC |
| Horizon Kinetics Asset Management LLC | 13G/A | 22.20%5.63M shares | −1.40 ppfrom 23.60% | Jul 11, 20246 filings | Oct 29, 2025 | SEC |
| Morgan Stanley | 13G/A | 8.30%2.11M shares | −8.90 ppfrom 17.20% | Mar 6, 20254 filings | Feb 6, 2026 | SEC |
| T. Rowe Price Investment Management, Inc. | 13G | 5.10%1.19M shares | New | May 14, 20251 filing | May 14, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
19 Schedule 13D and 13G filings on LandBridge Co LLC, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 6, 20264:19 PM ET | Morgan Stanleyand 1 other | 13G/A | 8.30%2.11M shares | −8.90 ppfrom 17.20% | Jan 31, 2026 | SEC |
| Nov 21, 20256:01 AM ET | LandBridge Holdings LLCand 7 others | 13D/A | 63.60%48.6M shares | −3.50 ppfrom 67.10% | Nov 18, 2025 | SEC |
| Nov 7, 20251:31 PM ET | First Manhattan Coand 2 others | 13G/A | 26.30%6.67M shares | +6.60 ppfrom 19.70% | Oct 31, 2025 | SEC |
| Oct 29, 20253:07 PM ET | Horizon Kinetics Asset Management LLC | 13G/A | 22.20%5.63M shares | −1.40 ppfrom 23.60% | Sep 9, 2025 | SEC |
| Sep 8, 20254:08 PM ET | First Manhattan Coand 2 others | 13G/A | 19.70%4.99M shares | – | Aug 29, 2025 | SEC |
| Aug 5, 202511:52 AM ET | Morgan Stanleyand 1 other | 13G/A | 17.20%4.01M shares | +3.00 ppfrom 14.20% | Jun 30, 2025 | SEC |
| Jul 23, 20253:39 PM ET | Horizon Kinetics Asset Management LLC | 13G | 23.60%5.50M shares | +0.40 ppfrom 23.20% | Jun 30, 2025 | SEC |
| May 28, 20258:24 PM ET | LandBridge Holdings LLCand 7 others | 13D/A | 67.10%51.2M shares | −2.50 ppfrom 69.60% | May 23, 2025 | SEC |
| May 14, 202510:47 AM ET | T. Rowe Price Investment Management, Inc. | 13G | 5.10%1.19M shares | New | Mar 31, 2025 | SEC |
| May 12, 202510:36 AM ET | FMR LLCand 1 other | 13G/A | 4.10%959.0K shares | −4.40 ppfrom 8.50%Below 5% | Mar 31, 2025 | SEC |
| May 6, 20254:03 PM ET | Morgan Stanleyand 1 other | 13G/A | 14.20%3.31M shares | +4.20 ppfrom 10.00% | Mar 31, 2025 | SEC |
| Mar 6, 20254:39 PM ET | Morgan Stanleyand 1 other | 13G | 10.00%2.33M shares | New | Feb 28, 2025 | SEC |
| Feb 14, 20251:26 PM ET | Hill City Capital, LPand 4 others | 13G | 0.78%595.0K shares | NewBelow 5% | Dec 31, 2024 | SEC |
| Jan 8, 20259:49 AM ET | FMR LLCand 1 other | 13G/A | 8.50%1.97M shares | – | Dec 31, 2024 | SEC |
| Dec 23, 20249:46 PM ET | LandBridge Holdings LLCand 7 others | 13D/A | 69.60%53.3M shares | – | Dec 19, 2024 | SEC |
| Dec 23, 20246:51 PM ET | Horizon Kinetics Asset Management LLC | 13D/A | 23.20%5.40M shares | −6.30 ppfrom 29.50% | Dec 19, 2024 | SEC |
| Sep 23, 20244:17 PM ET | Horizon Kinetics Asset Management LLC | 13D/A | 29.50%5.14M shares | +1.10 ppfrom 28.40% | Sep 20, 2024 | SEC |
| Jul 12, 20246:04 PM ET | Horizon Kinetics Asset Management LLC | 13D/A | 28.40%4.94M shares | +1.40 ppfrom 27.00% | Jul 10, 2024 | SEC |
| Jul 11, 20246:09 PM ET | Horizon Kinetics Asset Management LLC | 13D | 27.00%4.71M shares | New | Jun 30, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell LandBridge Co LLC shares.
No Form 144 notices for LandBridge Co LLC are on file.