LB LandBridge Company LLC
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 September 30, 2026.
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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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.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.1M | 31.1% |
| SCHWARTZ INVESTMENT COUNSEL INC | 844.3K | 22.9% |
| MAD RIVER INVESTORS | 266.7K | 7.2% |
| Moors & Cabot, Inc. | 250.5K | 6.8% |
| EagleClaw Capital Managment, LLC | 210.1K | 5.7% |
| CORTLAND ASSOCIATES INC/MO | 179.8K | 4.9% |
| PROMETHIUM ADVISORS,LLC | 69.0K | 1.9% |
| BARCLAYS PLC | 60.2K | 1.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 59.6K | 1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 58.5K | 1.6% |
| VIKING FUND MANAGEMENT LLC | 56.0K | 1.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | 44.7K | 1.2% |
| Annex Advisory Services, LLC | 41.7K | 1.1% |
| Atlas Wealth Partners, LLC | 38.1K | 1.0% |
| Ipswich Investment Management Co., Inc. | 28.9K | 0.8% |
| Fenimore Asset Management Inc | 26.0K | 0.7% |
| PKS Advisory Services, LLC | 21.8K | 0.6% |
| LPL Financial LLC | 19.5K | 0.5% |
| SANTA MONICA PARTNERS LP | 18.0K | 0.5% |
| SIERRA SUMMIT ADVISORS LLC | 16.7K | 0.5% |
| CITIGROUP INC | 16.0K | 0.4% |
| PECAUT & CO. | 15.9K | 0.4% |
| Malaga Cove Capital, LLC | 14.9K | 0.4% |
| State of New Jersey Common Pension Fund D | 13.5K | 0.4% |
| Apollon Wealth Management, LLC | 12.8K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CORTLAND ASSOCIATES INC/MO | Reduced | 384.3K | 179.8K | -204.5K |
| SCHWARTZ INVESTMENT COUNSEL INC | Increased | 644.7K | 844.3K | +199.5K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 1.2M | 1.1M | -88.7K |
| Daiwa Securities Group Inc. | Sold Out | 85.7K | 0 | -85.7K |
| CITIGROUP INC | Reduced | 38.6K | 16.0K | -22.5K |
| Annex Advisory Services, LLC | Increased | 33.5K | 41.7K | +8.2K |
| CHILTON CAPITAL MANAGEMENT LLC | Sold Out | 7.3K | 0 | -7.3K |
| Russell Investments Group, Ltd. | Increased | 4.3K | 10.9K | +6.6K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 13.1K | 6.8K | -6.4K |
| CoreCap Advisors, LLC | New | 0 | 4.4K | +4.4K |
| Formidable Asset Management, LLC | New | 0 | 4.3K | +4.3K |
| Swiss Life Asset Management Ltd | New | 0 | 4.0K | +4.0K |
| Renaissance Capital LLC | Reduced | 12.4K | 9.2K | -3.2K |
| Wealthcare Advisory Partners LLC | Sold Out | 3.2K | 0 | -3.2K |
| Redwood Family Wealth LLC | New | 0 | 2.9K | +2.9K |
| SIERRA SUMMIT ADVISORS LLC | Increased | 14.2K | 16.7K | +2.5K |
| State of Wyoming | Reduced | 3.4K | 911 | -2.5K |
| State of New Jersey Common Pension Fund D | Reduced | 15.6K | 13.5K | -2.1K |
| LPL Financial LLC | Increased | 17.6K | 19.5K | +1.9K |
| DEUTSCHE BANK AG\ | Reduced | 5.1K | 3.3K | -1.8K |
| BARCLAYS PLC | Increased | 58.6K | 60.2K | +1.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | Reduced | 46.1K | 44.7K | -1.4K |
| SIMPLEX TRADING, LLC | Reduced | 2.3K | 1.0K | -1.3K |
| MAD RIVER INVESTORS | Reduced | 268.0K | 266.7K | -1.2K |
| Moors & Cabot, Inc. | Reduced | 251.7K | 250.5K | -1.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 1.2K | 0 | -1.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 58.5K | 59.6K | +1.1K |
| US BANCORP \DE\ | New | 0 | 1.0K | +1.0K |
| Corecam Pte. Ltd. | Increased | 3.5K | 4.5K | +950 |
| EagleClaw Capital Managment, LLC | Reduced | 210.8K | 210.1K | -750 |
| Lido Advisors, LLC | Increased | 8.0K | 8.7K | +700 |
| Bank of New York Mellon Corp | Reduced | 4.5K | 4.0K | -567 |
| Concurrent Investment Advisors, LLC | Increased | 5.7K | 6.2K | +551 |
| KBC Group NV | Increased | 628 | 1.2K | +527 |
| OPPENHEIMER ASSET MANAGEMENT INC. | Increased | 8.1K | 8.6K | +494 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 58.1K | 58.5K | +435 |
| FIFTH THIRD BANCORP | Reduced | 1.3K | 927 | -390 |
| Lionsbridge Wealth Management LLC | Reduced | 3.0K | 2.7K | -361 |
| Founders Capital Management | Sold Out | 300 | 0 | -300 |
| Atlas Wealth Partners, LLC | Reduced | 38.4K | 38.1K | -282 |
| Pinnacle Wealth Planning Services, Inc. | Increased | 1.3K | 1.5K | +258 |
| NFSG Corp | New | 0 | 251 | +251 |
| Pekin Hardy Strauss, Inc. | Reduced | 12.9K | 12.7K | -200 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 7.7K | 7.8K | +158 |
| ATTICUS WEALTH MANAGEMENT, LLC | Reduced | 5.8K | 5.7K | -151 |
| Financial Management Professionals, Inc. | Reduced | 331 | 195 | -136 |
| Apollon Wealth Management, LLC | Increased | 12.7K | 12.8K | +123 |
| Malaga Cove Capital, LLC | Reduced | 15.0K | 14.9K | -121 |
| Caitong International Asset Management Co., Ltd | Increased | 788 | 906 | +118 |
| SIMS INVESTMENT MANAGEMENT, LLC | Sold Out | 100 | 0 | -100 |
| Linden Thomas Advisory Services, LLC | Reduced | 5.6K | 5.5K | -94 |
| Markowski Investments | Increased | 678 | 719 | +41 |
| EverSource Wealth Advisors, LLC | Increased | 294 | 334 | +40 |
| PROMETHIUM ADVISORS,LLC | Increased | 68.9K | 69.0K | +35 |
| Ascentis Wealth Management, LLC | New | 0 | 4 | +4 |
| Root Financial Partners, LLC | New | 0 | 3 | +3 |
| SBI Securities Co., Ltd. | Increased | 15 | 18 | +3 |
| Farther Finance Advisors, LLC | Increased | 1 | 2 | +1 |
| WEST PACES ADVISORS INC. | Increased | 120 | 121 | +1 |
| PECAUT & CO. | Increased | 15.9K | 15.9K | +1 |
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.