Security Snapshot

LandBridge Co LLC - Class A Shares (LB) Institutional Ownership

CUSIP: 514952100

13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

186

Shares (Excl. Options)

27,299,413

Price

$69.05

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-983,004
Value change
-$61,603,494
Number of holders
186
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
27,830,537
SEC-reported price per share
$67.36
Insider filing price
$67.36
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • LB - LandBridge Co LLC - Class A Shares is tracked under CUSIP 514952100.
  • 186 institutions reported positions in Q1 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 150 to 186 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $1,368,512,759 to $1,885,012,879.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 186 institutions filings for Q1 2026.

Open SEC evidence

Security key

514952100

Latest holder period

Q1 2026

13F holders

186

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
LB
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
T. Rowe Price Investment Management, Inc. 5.1% $88,624,831 1,193,279 T. Rowe Price Investment Management, Inc. 31 Mar 2025
MORGAN STANLEY 4.1% -52% $76,975,368 -$65,417,986 1,141,052 -46% Morgan Stanley 31 Mar 2026
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 31 Mar 2026, 186 institutional investors reported holding 27,299,413 shares of LandBridge Co LLC - Class A Shares (LB). This represents 98% of the company’s total 27,830,537 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
87%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FIRST MANHATTAN CO. LLC. 25% 7,057,228 +2.8% 1.4% $487,301,593
HORIZON KINETICS ASSET MANAGEMENT LLC 20% 5,657,134 +0.25% 4.2% $390,625,134
MORGAN STANLEY 5.3% 1,475,827 -70% 0.01% $101,905,875
FMR LLC 4.8% 1,334,828 +64% 0% $92,169,874
VANGUARD PORTFOLIO MANAGEMENT LLC 4.5% 1,239,898 0% 0% $85,614,957
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3.2% 887,466 +29% 0.2% $61,279,527
UBS Group AG 2.3% 633,169 +130% 0.01% $43,720,320
Hood River Capital Management LLC 2.2% 621,075 +0% 0.43% $42,885,229
SCHWARTZ INVESTMENT COUNSEL INC 2.1% 592,891 0% 1.5% $40,939,124
MARSHALL WACE, LLP 2% 562,062 +294% 0.04% $38,810,381
TWO SIGMA INVESTMENTS, LP 2% 545,477 +1138% 0.03% $37,665,187
DF DENT & CO INC 1.8% 497,807 +13% 0.66% $34,373,608
CORTLAND ASSOCIATES INC/MO 1.4% 398,708 -2.3% 4% $27,531,000
RAYMOND JAMES FINANCIAL INC 1.3% 363,112 -6.5% 0.01% $25,072,838
CAPTRUST FINANCIAL ADVISORS 0.99% 274,559 +2.5% 0.03% $18,953,910
MAD RIVER INVESTORS 0.96% 266,385 +1.3% 6.6% $18,393,886
ASHFORD CAPITAL MANAGEMENT INC 0.89% 248,540 2.1% $17,161,687
One Charles Private Wealth Services, LLC 0.85% 235,765 -0.4% 4.1% $16,279,598
Summit Street Capital Management, LLC 0.82% 227,258 0% 2.2% $15,692,165
Moors & Cabot, Inc. 0.8% 223,994 +8.7% 0.66% $15,466,790
JANE STREET GROUP, LLC 0.77% 214,698 +110% 0.02% $14,824,898
EagleClaw Capital Managment, LLC 0.75% 208,955 +4% 2% $14,428,343
CITADEL ADVISORS LLC 0.73% 204,233 -9.1% 0.01% $14,102,288
WELLS FARGO & COMPANY/MN 0.68% 188,255 +40% 0% $12,999,035
HighTower Advisors, LLC 0.56% 156,909 +42% 0.01% $10,834,650

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 27,299,413 $1,885,012,879 -$61,603,494 $69.05 186
2025 Q4 27,881,157 $1,368,512,759 +$123,538,153 $48.99 150
2025 Q3 25,307,655 $1,350,160,232 -$14,499,658 $53.35 155
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
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