WaterBridge Infrastructure LLC - Class A shares representing limited liability company interests (WBI) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Class A shares representing limited liability company interests
Symbol
WBI on NYSE
Shares outstanding
43,275,443
Price per share
$22.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
34,615,903
Total reported value
$692,818,897
% of total 13F portfolios
0%
Share change
-179,032
Value change
-$25,992,442
Number of holders
103
Price from insider filings
$22.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WaterBridge Infrastructure LLC - Class A shares representing limited liability company interests (WBI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WBR Holdings LLC 61% $1,566,027,325 62,094,660 David Capobianco 30 Sep 2025
Devon WB Holdco L.L.C. 29% $447,837,214 17,757,225 Devon WB Holdco L.L.C. 30 Sep 2025
HORIZON KINETICS ASSET MANAGEMENT LLC 16% +7.3% $136,818,775 +$9,588,392 6,837,520 +7.5% HORIZON KINETICS ASSET MANAGEMENT LLC 31 Dec 2025
Elda River Infrastructure WB LLC 8% $94,575,000 3,750,000 Elda River Infrastructure WB LLC 30 Sep 2025
FMR LLC 8.5% $93,158,620 3,693,839 FMR LLC 30 Sep 2025
GIC Private Ltd 7.9% $85,700,460 3,398,115 GIC Private Ltd 18 Sep 2025

As of 31 Dec 2025, 103 institutional investors reported holding 34,615,903 shares of WaterBridge Infrastructure LLC - Class A shares representing limited liability company interests (WBI). This represents 80% of the company’s total 43,275,443 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WaterBridge Infrastructure LLC - Class A shares representing limited liability company interests (WBI) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HORIZON KINETICS ASSET MANAGEMENT LLC 16% 6,837,520 +7.6% 1.9% $136,818,775
FMR LLC 9.3% 4,038,760 +9.3% 0% $80,815,587
MILLENNIUM MANAGEMENT LLC 3.5% 1,498,264 +231% 0.02% $29,980,263
SCHWARTZ INVESTMENT COUNSEL INC 3.2% 1,385,029 +29% 0.97% $27,714,430
AMERIPRISE FINANCIAL INC 2.9% 1,263,254 +9.3% 0.01% $25,277,720
MORGAN STANLEY 2.6% 1,125,667 +5.7% 0% $22,524,597
STEADFAST CAPITAL MANAGEMENT LP 2.4% 1,053,289 +9.9% 0.37% $21,076,313
Cinctive Capital Management LP 2.4% 1,037,289 +43% 1.2% $20,756,153
EMORY UNIVERSITY 2.3% 1,000,000 0% 13% $20,010,000
HAMILTON LANE ADVISORS LLC 2.3% 1,000,000 0% 11% $20,010,000
Merewether Investment Management, LP 2% 870,400 0% 0.4% $17,416,704
FIRST MANHATTAN CO. LLC. 1.9% 803,720 +0.46% 0.04% $16,082,437
Hill City Capital, LP 1.6% 700,000 0% 0.53% $14,007,000
FEDERATED HERMES, INC. 1.5% 633,000 0% 0.02% $12,666,330
WESTWOOD HOLDINGS GROUP INC 1.4% 610,655 +1.8% 0.1% $12,219,207
Hood River Capital Management LLC 1.4% 608,391 +1.4% 0.13% $12,173,904
Ranger Investment Management, L.P. 1.3% 579,016 +53% 0.79% $11,586,110
Tensile Capital Management LP 1.2% 528,806 +76% 1.4% $10,581,000
Yaupon Capital Management LP 1.1% 497,046 -50% 0.49% $9,945,890
REAVES W H & CO INC 1% 450,000 0% 0.16% $9,004,500
RAYMOND JAMES FINANCIAL INC 1% 442,478 +0.27% 0% $8,853,985
CIBC Private Wealth Group LLC 0.92% 400,000 +300% 0.01% $8,004,000
JANE STREET GROUP, LLC 0.91% 392,509 -0.34% 0.01% $7,854,106
JENNISON ASSOCIATES LLC 0.71% 306,677 +14% 0% $6,136,612
Ghisallo Capital Management LLC 0.69% 300,000 0% 0.27% $6,003,000

Institutional Holders of WaterBridge Infrastructure LLC - Class A shares representing limited liability company interests (WBI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 34,615,903 $692,818,897 -$25,992,442 $20.01 103
2025 Q3 34,789,856 $877,391,737 +$877,391,737 $25.22 116