LB LandBridge Company LLC

NYSE
$86.44

LandBridge Company LLC (LB) Institutional Ownership

What the institutions did with LB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
214
filed both this quarter and last
Managers holding
188
+4 on the quarter
Buyers
102
30 opened new
Sellers
83
26 sold out entirely
Buyer share
55.1%
of managers who traded it
Breadth
+10.3
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
FIRST MANHATTAN CO. LLC. 7.1M 24.9%
HORIZON KINETICS ASSET MANAGEMENT LLC 5.8M 20.5%
FMR LLC 1.8M 6.2%
T. Rowe Price Investment Management, Inc. 1.3M 4.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 1.3M 4.5%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.2M 4.3%
MORGAN STANLEY 731.8K 2.6%
SCHWARTZ INVESTMENT COUNSEL INC 644.7K 2.3%
Hood River Capital Management LLC 592.6K 2.1%
UBS Group AG 573.6K 2.0%
DF DENT & CO INC 567.5K 2.0%
TWO SIGMA INVESTMENTS, LP 518.9K 1.8%
CORTLAND ASSOCIATES INC/MO 384.3K 1.4%
RAYMOND JAMES FINANCIAL INC 376.8K 1.3%
CAPTRUST FINANCIAL ADVISORS 282.0K 1.0%
MAD RIVER INVESTORS 268.0K 0.9%
Moors & Cabot, Inc. 251.7K 0.9%
ASHFORD CAPITAL MANAGEMENT INC 234.9K 0.8%
One Charles Private Wealth Services, LLC 224.2K 0.8%
WELLS FARGO & COMPANY/MN 222.6K 0.8%
MILLENNIUM MANAGEMENT LLC 211.3K 0.7%
EagleClaw Capital Managment, LLC 210.8K 0.7%
Summit Street Capital Management, LLC 203.4K 0.7%
HighTower Advisors, LLC 140.9K 0.5%
TOCQUEVILLE ASSET MANAGEMENT L.P. 128.5K 0.5%

Largest changes

Manager Action Previous Current Change
T. Rowe Price Investment Management, Inc. New 0 1.3M +1.3M
MORGAN STANLEY Reduced 1.5M 731.8K -744.0K
MARSHALL WACE, LLP Reduced 562.1K 118.5K -443.6K
FMR LLC Increased 1.3M 1.8M +440.6K
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Increased 887.5K 1.2M +347.8K
MILLENNIUM MANAGEMENT LLC Increased 18.9K 211.3K +192.4K
CITADEL ADVISORS LLC Reduced 204.2K 22.4K -181.9K
HORIZON KINETICS ASSET MANAGEMENT LLC Increased 5.7M 5.8M +164.1K
JANE STREET GROUP, LLC Reduced 214.7K 106.5K -108.2K
Amundi Sold Out 102.1K 0 -102.1K
Daiwa Securities Group Inc. New 0 85.7K +85.7K
DF DENT & CO INC Increased 497.8K 567.5K +69.7K
SEI INVESTMENTS CO Reduced 134.7K 67.4K -67.4K
Aquatic Capital Management LLC Sold Out 59.8K 0 -59.8K
UBS Group AG Reduced 633.2K 573.6K -59.6K
JPMORGAN CHASE & CO Increased 5 56.9K +56.9K
GOLDMAN SACHS GROUP INC Increased 25.0K 78.8K +53.8K
SCHWARTZ INVESTMENT COUNSEL INC Increased 592.9K 644.7K +51.8K
XTX Topco Ltd Increased 4.4K 50.0K +45.5K
TUDOR INVESTMENT CORP ET AL Increased 40.4K 84.0K +43.6K
Cinctive Capital Management LP Increased 6.3K 49.8K +43.5K
TD Asset Management Inc New 0 42.9K +42.9K
Aventail Capital Group, LP Sold Out 41.2K 0 -41.2K
CITIGROUP INC Increased 3.0K 38.6K +35.5K
Legal & General Group Plc Increased 17.7K 52.3K +34.6K
WELLS FARGO & COMPANY/MN Increased 188.3K 222.6K +34.3K
COMMONWEALTH EQUITY SERVICES, LLC Increased 27.6K 58.1K +30.5K
HRT FINANCIAL LP Sold Out 28.5K 0 -28.5K
Hood River Capital Management LLC Reduced 621.1K 592.6K -28.5K
Trexquant Investment LP Sold Out 27.9K 0 -27.9K
BARCLAYS PLC Increased 30.9K 58.6K +27.8K
Moors & Cabot, Inc. Increased 224.0K 251.7K +27.7K
TOCQUEVILLE ASSET MANAGEMENT L.P. Increased 101.0K 128.5K +27.5K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 1.2M 1.3M +27.2K
TWO SIGMA INVESTMENTS, LP Reduced 545.5K 518.9K -26.6K
Fenimore Asset Management Inc New 0 26.0K +26.0K
ROYAL BANK OF CANADA Reduced 45.0K 19.0K -26.0K
Key Client Fiduciary Advisors, LLC Sold Out 25.8K 0 -25.8K
FIRST MANHATTAN CO. LLC. Increased 7.1M 7.1M +25.6K
Summit Street Capital Management, LLC Reduced 227.3K 203.4K -23.9K
PKS Advisory Services, LLC New 0 21.8K +21.8K
BlackRock, Inc. Increased 87.0K 108.7K +21.7K
STATE STREET CORP Increased 30.5K 51.1K +20.5K
Point72 Asset Management, L.P. Reduced 25.3K 5.0K -20.2K
Kentucky Retirement Systems Sold Out 20.1K 0 -20.1K
KINGSWOOD WEALTH ADVISORS, LLC Reduced 65.7K 46.1K -19.6K
ExodusPoint Capital Management, LP Sold Out 19.6K 0 -19.6K
D. E. Shaw & Co., Inc. New 0 19.0K +19.0K
Massar Capital Management, LP Reduced 23.2K 5.6K -17.5K
HighTower Advisors, LLC Reduced 156.9K 140.9K -16.0K
State of New Jersey Common Pension Fund D New 0 15.6K +15.6K
GSA CAPITAL PARTNERS LLP Reduced 29.9K 14.6K -15.3K
CORTLAND ASSOCIATES INC/MO Reduced 398.7K 384.3K -14.4K
Beacon Pointe Advisors, LLC New 0 14.2K +14.2K
SIERRA SUMMIT ADVISORS LLC New 0 14.2K +14.2K
RAYMOND JAMES FINANCIAL INC Increased 363.1K 376.8K +13.7K
ASHFORD CAPITAL MANAGEMENT INC Reduced 248.5K 234.9K -13.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced 20.6K 7.0K -13.6K
BANK OF AMERICA CORP /DE/ Reduced 64.9K 51.4K -13.5K
OCCUDO QUANTITATIVE STRATEGIES LP New 0 12.7K +12.7K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.