LB
LandBridge Company LLC · Energy · Oil & Gas Equipment & Services
Momentum inputs (comparable managers):
holder breadth +1.9% ·
share flow +2.7% ·
net new positions +1.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +5 | 13.35M | $1.06B | +8 | −5 |
| Q1 2026 | 64 | +10 | 14.17M | $978.09M | +13 | −3 |
| Q4 2025 | 55 | +1 | 16.40M | $805.92M | +2 | −1 |
| Q3 2025 | 13 | -1 | 7.20M | $383.87M | +1 | −2 |
| Q2 2025 | 11 | +2 | 3.11M | $209.95M | +3 | −1 |
| Q1 2025 | 6 | -2 | 326.11K | $23.46M | n/a | −2 |
| Q4 2024 | 8 | +6 | 754.22K | $48.36M | +6 | n/a |
| Q3 2024 | 1 | -4 | 177.32K | $6.94M | n/a | −4 |
| Q2 2024 | 5 | n/a | 1.67M | $38.76M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Manhattan Co. Llc. | 6.86M | n/a | $338.71M | 0.9% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.89M | -1.1% | $239.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 3 | The Vanguard Group ✦ (passive) | 861.82K | +0.8% | $42.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Fidelity (FMR) ✦ | 813.75K | -0.8% | $39.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 388.30K | n/a | $19.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 274.85K | n/a | $13.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Captrust Financial Advisors | 267.98K | n/a | $13.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 224.73K | +119.7% | $11.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 214.77K | +1957.2% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Amundi | 188.27K | n/a | $9.22M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Millennium Management ✦ | 151.00K | +112.8% | $7.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 142.51K | New | $6.98M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 134.87K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 110.63K | n/a | $5.42M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 102.03K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Adage Capital Partners ✦ | 100.00K | New | $4.90M | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 71.07K | +6.4% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Sei Investments Co | 67.36K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 49.88K | +6.4% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 20 | Two Sigma Investments ✦ | 44.05K | -76.9% | $2.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Balyasny Asset Management L.P. | 42.73K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Swiss National Bank | 37.40K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 32.42K | +7.5% | $1.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 31.03K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 29.74K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Commonwealth Equity Services, Llc | 22.65K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passive) | 21.98K | -13.9% | $1.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 20.56K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 19.70K | n/a | $966,000 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 30 | California State Teachers… | 16.48K | n/a | $807,502 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Legal & General Group Plc | 16.10K | n/a | $788,935 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | LPL Financial LLC | 15.32K | n/a | $750,551 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 15.30K | n/a | $749,743 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 15.12K | n/a | $740,577 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Blair William & Co/Il | 12.47K | n/a | $611,150 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Squarepoint Ops LLC | 10.32K | n/a | $505,430 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Lido Advisors, LLC | 8.71K | n/a | $461,216 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Janus Henderson Group Plc | 9.03K | n/a | $441,909 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 7.39K | n/a | $362,280 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Tudor Investment Corp Et Al | 6.38K | n/a | $312,458 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Stifel Financial Corp | 6.31K | n/a | $309,049 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 5.92K | n/a | $290,217 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Mariner, LLC | 5.77K | n/a | $282,721 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 4.67K | n/a | $228,538 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 4.33K | n/a | $212,029 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 3.40K | n/a | $166,811 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Zurcher Kantonalbank (Zurich… | 3.38K | n/a | $165,390 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 3.10K | n/a | $151,966 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 1.79K | n/a | $87,594 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Group One Trading Llc | 1.20K | n/a | $58,984 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 1.15K | n/a | $56,485 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Simplex Trading, Llc | 791 | n/a | $38,751 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cwm, Llc | 423 | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Barclays Plc | 12 | n/a | $588 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | JPMorgan Chase ✦ | 5 | -58.3% | $245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $6.98M | 0.0% |
| Adage Capital Partners | $4.90M | 0.0% |
Exited
| Point72 Asset Management | $1.49M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 185 holders, 27.31M shares, $1.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director, 10% owner · 1.25M sh · $93.81M
Director, 10% owner · 1.25M sh · $93.81M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
61.4% of class · View original SEC filing ↗