LandBridge Co LLC - Class A Shares (LB)

Historical Holders from Q2 2024 to Q4 2025

Type / Class
Equity / Class A Shares
Symbol
LB on NYSE
Shares outstanding
76,404,882
Price per share
$48.99
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
25,307,027
Holdings value
$1,350,126,232
% of all portfolios
0%
Share change
+257,737
Value change
-$14,499,658
Average buys %
+0%
Average sells %
-0%
Number of holders
154
Price from insider filings
$45.49
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of LandBridge Co LLC - Class A Shares (LB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LandBridge Holdings LLC 64% -5.2% $2,915,610,300 -$158,879,460 48,593,505 -5.2% LandBridge Holdings LLC 18 Nov 2025
FIRST MANHATTAN CO. LLC. 26% +33% $355,780,693 +$89,384,671 6,668,804 +34% FIRST MANHATTAN CO. LLC. 31 Oct 2025
HORIZON KINETICS ASSET MANAGEMENT LLC 22% -5.8% $300,473,229 +$7,105,580 5,632,113 +2.4% HORIZON KINETICS ASSET MANAGEMENT LLC 09 Sep 2025
MORGAN STANLEY 17% +21% $239,109,127 +$41,715,312 4,005,849 +21% Morgan Stanley 30 Jun 2025
T. Rowe Price Investment Management, Inc. 5.1% $88,624,831 1,193,279 T. Rowe Price Investment Management, Inc. 31 Mar 2025
FMR LLC 4.1% -49% $71,227,604 -$75,118,089 959,036 -51% FMR LLC 31 Mar 2025
Hill City Capital, LP 0.78% $44,190,650 595,000 Hill City Capital Master Fund LP 31 Dec 2024
As of 30 Sep 2025, LandBridge Co LLC - Class A Shares (LB) has 154 institutional shareholders filing 13F forms. They hold 25,307,027 shares of 76,404,882 outstanding shares (33%) .

Top 25 institutional shareholders own 30% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
HORIZON KINETICS ASSET MANAGEMENT LLC 7.4% 5,632,113 +2.4% 3.7% $300,473,214
FIRST MANHATTAN CO. LLC. 7.2% 5,531,840 +78% 0.78% $295,123,664
MORGAN STANLEY 6.5% 4,948,836 +7.1% 0.02% $264,020,404
VANGUARD GROUP INC 1.1% 854,767 +8.7% 0% $45,601,820
FMR LLC 1.1% 820,158 -1.7% 0% $43,755,430
Hood River Capital Management LLC 0.88% 670,686 +0.15% 0.42% $35,781,098
SCHWARTZ INVESTMENT COUNSEL INC 0.76% 579,763 +12% 1% $30,930,356
RAYMOND JAMES FINANCIAL INC 0.59% 453,423 -2.6% 0.01% $24,190,122
UBS Group AG 0.56% 426,156 +89% 0% $22,735,422
CORTLAND ASSOCIATES INC/MO 0.54% 412,443 +172% 2.6% $22,004,000
Summit Street Capital Management, LLC 0.37% 285,809 0% 2.2% $15,247,910
Annex Advisory Services, LLC 0.35% 270,819 +30% 0.31% $14,448,200
CAPTRUST FINANCIAL ADVISORS 0.35% 267,372 +7.4% 0.03% $14,264,302
One Charles Private Wealth Services, LLC 0.32% 244,982 +37% 3.4% $13,069,801
MAD RIVER INVESTORS 0.32% 241,056 +2.7% 5.5% $12,860,359
EagleClaw Capital Managment, LLC 0.26% 202,340 +78% 1.5% $10,794,839
Moors & Cabot, Inc. 0.26% 196,379 +11% 0.46% $10,476,824
TWO SIGMA INVESTMENTS, LP 0.25% 190,466 +4.1% 0.02% $10,161,361
TWO SIGMA ADVISERS, LP 0.19% 143,700 +12% 0.02% $7,666,395
BANK OF AMERICA CORP /DE/ 0.19% 142,392 -0.48% 0% $7,596,613
Ghisallo Capital Management LLC 0.17% 130,000 -0.71% 0.23% $6,935,500
TOCQUEVILLE ASSET MANAGEMENT L.P. 0.15% 111,880 +24% 0.09% $5,968,798
CITADEL ADVISORS LLC 0.13% 102,309 +17% 0% $5,458,185
WELLS FARGO & COMPANY/MN 0.13% 100,433 +68% 0% $5,358,074
SEVEN GRAND MANAGERS, LLC 0.13% 100,000 0% 0.43% $5,335,000

Institutional Holders of LandBridge Co LLC - Class A Shares (LB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,521 $74,514 -$128,480 $48.99 1
2025 Q3 25,307,027 $1,350,126,232 -$14,499,658 $53.35 154
2025 Q2 25,070,483 $1,693,272,210 +$106,154,943 $67.58 155
2025 Q1 23,405,335 $1,682,909,709 +$318,186,970 $71.94 143
2024 Q4 19,362,540 $1,249,764,729 +$280,793,546 $64.60 122
2024 Q3 14,996,896 $586,681,636 +$65,678,703 $39.12 57
2024 Q2 14,574,796 $337,401,074 +$337,401,074 $23.15 37