증권 기록
LB
LandBridge Company LLC · Energy · Oil & Gas Equipment & Services
65추적 보유자
+4Δ 보유자
13.49M보유 주식 수
$1.07B보고 가치
+8신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +6.6% ·
주식 흐름 -4.5% ·
순 신규 포지션 +6.2%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | +4 | 13.49M | $1.07B | +8 | −4 |
| 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 | — | −2 |
| Q4 2024 | 8 | +6 | 754.22K | $48.36M | +6 | — |
| Q3 2024 | 1 | -4 | 177.32K | $6.94M | — | −4 |
| Q2 2024 | 5 | — | 1.67M | $38.76M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Manhattan Co. Llc. | 7.08M | +0.4% | $561.24M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.78M | +33.0% | $140.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 731.84K | -50.4% | $57.99M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 4 | UBS Group AG | 573.59K | -9.4% | $45.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Two Sigma Investments ✦ | 518.85K | -4.9% | $41.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Raymond James Financial Inc | 376.81K | +3.8% | $29.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Captrust Financial Advisors | 281.95K | +2.7% | $22.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 222.60K | +18.2% | $17.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 211.31K | +1020.1% | $16.74M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 140.91K | -10.2% | $11.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Marshall Wace ✦ | 118.49K | -78.9% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | BlackRock ✦ (패시브) | 108.74K | +25.0% | $8.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 13 | Jane Street Group, Llc | 106.52K | -50.4% | $8.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Daiwa Securities Group Inc. | 85.74K | 신규 | $6.79M | 0.0% | New | 1 | SEC ↗ |
| 15 | Tudor Investment Corp Et Al | 83.95K | +107.8% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 78.77K | +215.4% | $6.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 75.63K | -2.8% | $5.99M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 18 | Sei Investments Co | 67.36K | -50.0% | $5.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Barclays Plc | 58.63K | +90.0% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Geode Capital Management ✦ (패시브) | 58.49K | +6.0% | $4.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 58.08K | +110.4% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Swiss National Bank | 55.90K | +1.6% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Legal & General Group Plc | 52.31K | +195.1% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 51.42K | -20.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (패시브) | 51.07K | +67.3% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 56.93K | +1138520.0% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Td Asset Management Inc | 42.93K | 신규 | $3.40M | 0.0% | New | 1 | SEC ↗ |
| 28 | Citigroup Inc | 38.55K | +1174.9% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 22.95K | +13.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 22.36K | -89.0% | $1.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 21.73K | -16.4% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | D. E. Shaw & Co. ✦ | 19.04K | 신규 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 19.00K | -57.8% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 34 | LPL Financial LLC | 17.60K | +5.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 17.40K | -24.0% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 16.64K | +11.8% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | Northern Trust Corp | 14.54K | +38.3% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Dimensional Fund Advisors Lp | 13.12K | +118.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cetera Investment Advisers | 12.54K | -14.4% | $993,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 12.28K | -2.4% | $972,988 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mariner, LLC | 8.91K | +11.7% | $706,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Corient Private Wealth LP | 8.40K | -3.4% | $665,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Lido Advisors, LLC | 8.01K | -8.1% | $634,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 7.85K | -2.8% | $621,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 7.08K | 신규 | $560,948 | 0.0% | New | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 7.00K | -66.1% | $554,442 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Zurcher Kantonalbank (Zurich… | 6.11K | +81.0% | $484,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | State Of Wisconsin Investment Board | 6.05K | -28.3% | $479,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 5.93K | +16.6% | $469,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Invesco Ltd. | 5.57K | +0.5% | $441,050 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Deutsche Bank Ag\ | 5.12K | +195.0% | $406,026 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Point72 Asset Management ✦ | 5.02K | -80.1% | $397,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 4.53K | +12.6% | $359,251 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 54 | Ameriprise Financial Inc | 4.36K | 신규 | $345,757 | 0.0% | New | 1 | SEC ↗ ×2 |
| 55 | Russell Investments Group, Ltd. | 4.35K | +4.0% | $344,614 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Pictet Asset Management Holding SA | 3.96K | 0.0% | $313,473 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Tidal Investments LLC | 3.73K | -1.6% | $295,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 3.57K | +7.9% | $282,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Victory Capital Management Inc | 2.77K | 신규 | $219,257 | 0.0% | New | 1 | SEC ↗ |
| 60 | Manufacturers Life Insurance… | 2.75K | 신규 | $217,831 | 0.0% | New | 1 | SEC ↗ |
| 61 | Simplex Trading, Llc | 2.29K | 신규 | $181,380 | 0.0% | New | 1 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 2.60K | +27.6% | $169,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Fifth Third Bancorp | 1.32K | -5.8% | $104,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Group One Trading Llc | 568 | -68.4% | $45,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 71 | 0.0% | $5,626 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Daiwa Securities Group Inc. | $6.79M | 0.0% |
| Td Asset Management Inc | $3.40M | 0.0% |
| D. E. Shaw & Co. | $1.51M | 0.0% |
| Mml Investors Services, Llc | $560,948 | 0.0% |
| Ameriprise Financial Inc | $345,757 | 0.0% |
| Victory Capital Management Inc | $219,257 | 0.0% |
| Manufacturers Life Insurance… | $217,831 | 0.0% |
| Simplex Trading, Llc | $181,380 | 0.0% |
청산됨
| Amundi | $7.05M | 이었음 0.0% |
| Hrt Financial Lp | $1.97M | 이었음 0.0% |
| IMC-Chicago, LLC | $290,908 | 이었음 0.0% |
| Pnc Financial Services Group… | $345 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 185 보유 기관, 27.31M 주식, $1.88B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Aug 07
Capobianco David N
Director, 10% owner · 1.25M 주(sh) · $93.81M
Aug 07
LandBridge Holdings LLC
Director, 10% owner · 1.25M 주(sh) · $93.81M
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Aug 14
SC 13G/A — T. Rowe Price Investment Management…
Aug 11
SC 13D/A — LandBridge Holdings LLC
61.4% 클래스 기준 · 원본 SEC 제출 서류 보기 ↗
Aug 06
SC 13G — FMR LLC
Jul 29
SC 13G/A — HORIZON KINETICS ASSET MANAGEMENT LLC
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
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