证券记录 · 已归档季度

LB

LandBridge Company LLC · Energy · Oil & Gas Equipment & Services

79.45 -0.7% 市值 $6.12B 报价延迟（FMP） · 截至 Oct 20 17:08 UTC · 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

64被追踪持有人

+10Δ持有人

14.17M持有股份

$978.09M报告持仓市值

+13新建仓位

−3清仓

Rising 确信度评分 50/100 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +18.5% · 股份流向 -8.8% · 净新建仓位 +15.6% · 公式
持有人分散化：持有人数增多，合计持仓比例缩小。

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026

持股变化趋势

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
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

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	First Manhattan Co. Llc.	7.06M	+2.9%	$487.30M	1.4%	▲ Add	2	SEC ↗
2	Morgan Stanley ✦	1.48M	-69.8%	$101.91M	0.0%	▼ Trim	3	SEC ↗ ×7
3	Fidelity (FMR) ✦	1.33M	+64.0%	$92.17M	0.0%	▲ Add	4	SEC ↗ ×3
4	UBS Group AG	633.17K	+130.4%	$43.72M	0.0%	▲ Add	2	SEC ↗ ×2
5	Marshall Wace ✦	562.06K	+294.4%	$38.81M	0.0%	▲ Add	2	SEC ↗ ×3
6	Two Sigma Investments ✦	545.48K	+1138.4%	$37.67M	0.0%	▲ Add	6	SEC ↗
7	Raymond James Financial Inc	363.11K	-6.5%	$25.07M	0.0%	▼ Trim	2	SEC ↗ ×2
8	Captrust Financial Advisors	274.56K	+2.5%	$18.95M	0.0%	▲ Add	2	SEC ↗
9	Jane Street Group, Llc	214.70K	+110.4%	$14.82M	0.0%	▲ Add	2	SEC ↗ ×3
10	Citadel Advisors ✦	204.23K	-9.1%	$14.10M	0.0%	▼ Trim	6	SEC ↗ ×2
11	Wells Fargo & Company/Mn	188.25K	+39.6%	$13.00M	0.0%	▲ Add	2	SEC ↗ ×2
12	HighTower Advisors, LLC	156.91K	+41.8%	$10.83M	0.0%	▲ Add	2	SEC ↗
13	Sei Investments Co	134.72K	+100.0%	$9.30M	0.0%	▲ Add	2	SEC ↗
14	Amundi	102.08K	-45.8%	$7.05M	0.0%	▼ Trim	2	SEC ↗
15	BlackRock ✦ (被动)	87.01K	+74.4%	$6.01M	0.0%	▲ Add	4	SEC ↗ ×9
16	AQR Capital Management ✦	77.80K	+9.5%	$5.37M	0.0%	▲ Add	3	SEC ↗ ×5
17	Bank Of America Corp /De/	64.93K	+996.1%	$4.48M	0.0%	▲ Add	2	SEC ↗ ×2
18	Geode Capital Management ✦ (被动)	55.18K	+70.2%	$3.81M	0.0%	▲ Add	6	SEC ↗ ×2
19	Swiss National Bank	55.00K	+47.1%	$3.80M	0.0%	▲ Add	2	SEC ↗
20	Royal Bank Of Canada	44.98K	+128.3%	$3.11M	0.0%	▲ Add	2	SEC ↗ ×5
21	Tudor Investment Corp Et Al	40.39K	+533.3%	$2.79M	0.0%	▲ Add	2	SEC ↗
22	Barclays Plc	30.86K	+257041.7%	$2.13M	0.0%	▲ Add	2	SEC ↗ ×3
23	State Street Global Advisors ✦ (被动)	30.53K	+38.9%	$2.11M	0.0%	▲ Add	6	SEC ↗
24	Hrt Financial Lp	28.48K	新增	$1.97M	0.0%	New	1	SEC ↗
25	Commonwealth Equity Services, Llc	27.60K	+21.8%	$1.91M	0.0%	▲ Add	2	SEC ↗
26	Rockefeller Capital Management L.P.	26.00K	-12.6%	$1.79M	0.0%	▼ Trim	2	SEC ↗ ×2
27	Point72 Asset Management ✦	25.27K	新增	$1.74M	0.0%	New	1	SEC ↗
28	Goldman Sachs Group ✦	24.97K	-88.4%	$1.72M	0.0%	▼ Trim	3	SEC ↗ ×2
29	California State Teachers…	23.78K	+44.3%	$1.64M	0.0%	▲ Add	2	SEC ↗
30	Balyasny Asset Management L.P.	22.89K	-46.4%	$1.58M	0.0%	▼ Trim	2	SEC ↗
31	Susquehanna International Group, Llp	20.62K	-33.5%	$1.42M	0.0%	▼ Trim	2	SEC ↗
32	UBS AM, a distinct business unit of…	20.27K	-1.4%	$1.40M	0.0%	▼ Trim	2	SEC ↗
33	Millennium Management ✦	18.86K	-87.5%	$1.30M	0.0%	▼ Trim	4	SEC ↗
34	Legal & General Group Plc	17.73K	+10.1%	$1.22M	0.0%	▲ Add	2	SEC ↗ ×2
35	LPL Financial LLC	16.71K	+9.1%	$1.15M	0.0%	▲ Add	2	SEC ↗
36	Osaic Holdings, Inc.	14.88K	-1.6%	$1.03M	0.0%	▼ Trim	2	SEC ↗ ×4
37	Cetera Investment Advisers	14.64K	-4.3%	$1.01M	0.0%	▼ Trim	2	SEC ↗
38	Janus Henderson Group Plc	14.32K	+58.7%	$990,072	0.0%	▲ Add	2	SEC ↗
39	Blair William & Co/Il	12.58K	+0.8%	$868,373	0.0%	▲ Add	2	SEC ↗
40	Northern Trust Corp	10.52K	+42.2%	$726,269	0.0%	▲ Add	2	SEC ↗ ×3
41	Lido Advisors, LLC	8.71K	0.0%	$601,551	0.0%	▲ Add	2	SEC ↗
42	State Of Wisconsin Investment Board	8.44K	新增	$582,644	0.0%	New	1	SEC ↗
43	Stifel Financial Corp	8.07K	+28.0%	$557,591	0.0%	▲ Add	2	SEC ↗
44	Mariner, LLC	7.98K	+38.3%	$551,226	0.0%	▲ Add	2	SEC ↗
45	Dimensional Fund Advisors Lp	6.00K	+28.6%	$414,369	0.0%	▲ Add	2	SEC ↗
46	Invesco Ltd.	5.54K	新增	$382,261	0.0%	New	1	SEC ↗ ×2
47	Focus Partners Wealth	5.09K	新增	$351,258	0.0%	New	1	SEC ↗
48	IMC-Chicago, LLC	4.21K	新增	$290,908	0.0%	New	1	SEC ↗
49	Russell Investments Group, Ltd.	4.18K	+34.8%	$288,698	0.0%	▲ Add	2	SEC ↗
50	Bank of New York Mellon Corp	4.03K	新增	$278,034	0.0%	New	1	SEC ↗ ×5
51	Pictet Asset Management Holding SA	3.96K	新增	$273,162	0.0%	New	1	SEC ↗
52	Tidal Investments LLC	3.79K	新增	$261,976	0.0%	New	1	SEC ↗
53	Corient Private Wealth LP	8.69K	新增	$247,896	0.0%	New	1	SEC ↗
54	Zurcher Kantonalbank (Zurich…	3.38K	0.0%	$233,113	0.0%	Held	2	SEC ↗
55	Mercer Global Advisors Inc /Adv	3.30K	新增	$228,141	0.0%	New	1	SEC ↗
56	Citigroup Inc	3.02K	-30.1%	$208,807	0.0%	▼ Trim	2	SEC ↗
57	Jones Financial Companies Lllp	2.04K	+14.2%	$147,065	0.0%	▲ Add	2	SEC ↗
58	Group One Trading Llc	1.80K	+49.2%	$124,014	0.0%	▲ Add	2	SEC ↗
59	Deutsche Bank Ag\	1.74K	+50.6%	$119,940	0.0%	▲ Add	2	SEC ↗
60	Fifth Third Bancorp	1.40K	新增	$96,560	0.0%	New	1	SEC ↗
61	Cwm, Llc	550	+30.0%	$37,983	0.0%	▲ Add	2	SEC ↗
62	Bnp Paribas Financial Markets	71	新增	$4,903	0.0%	New	1	SEC ↗
63	Pnc Financial Services Group, Inc.	5	-99.8%	$345	0.0%	▼ Trim	2	SEC ↗
64	JPMorgan Chase ✦	5	0.0%	$340	0.0%	Held	3	SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。

新增买入方

Hrt Financial Lp	$1.97M	0.0%
Point72 Asset Management	$1.74M	0.0%
State Of Wisconsin Investment…	$582,644	0.0%
Invesco Ltd.	$382,261	0.0%
Focus Partners Wealth	$351,258	0.0%
IMC-Chicago, LLC	$290,908	0.0%
Bank of New York Mellon Corp	$278,034	0.0%
Pictet Asset Management…	$273,162	0.0%
Tidal Investments LLC	$261,976	0.0%
Corient Private Wealth LP	$247,896	0.0%
Mercer Global Advisors Inc…	$228,141	0.0%
Fifth Third Bancorp	$96,560	0.0%