Question 1

Who owns LB?

Accepted Answer

LANDBRIDGE COMPANY LLC (LB) is held by 90 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is FIRST MANHATTAN CO. LLC. as of Q1 2026.

Question 2

Are institutions buying or selling LB?

Accepted Answer

In Q1 2026, 70 institutions opened or increased positions in LANDBRIDGE COMPANY LLC while 22 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on LB?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LANDBRIDGE COMPANY LLC.

Question 4

How many hedge funds hold LB?

Accepted Answer

90 institutional investors report holding LANDBRIDGE COMPANY LLC (LB) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into LB?

Accepted Answer

As of Q1 2026, tracked institutions in LANDBRIDGE COMPANY LLC show 70 buyers versus 22 sellers — net inflows.

Question 6

Are Congress members and hedge funds both buying LB?

Accepted Answer

Yes — in the latest quarter, 1 members of Congress and 70 institutional investors bought LANDBRIDGE COMPANY LLC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FIRST MANHATTAN CO. LLC.	Increased	7.1M(+2.9%)	$487.3M	1.4%	+66.88%	51
HORIZON KINETICS ASSET MANAGEMENT LLC	Increased	5.7M(+0.3%)	$390.6M	4.2%	+177.66%	57
MORGAN STANLEY	Decreased	1.5M(-69.8%)	$101.9M	0.0%	+17.34%	0
FMR LLC	Increased	1.3M(+64.0%)	$92.2M	0.0%	+12.57%	44
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	1.2M	$85.6M	0.0%	+4.58%	41
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	887,466(+28.6%)	$61.3M	0.2%	+38.54%	44
UBS Group AG	Increased	633,169(+130.4%)	$43.7M	0.0%	+14.78%	47
Hood River Capital Management LLC	Increased	621,075	$42.9M	0.4%	+18.20%	35
MWMARSHALL WACE, LLP	Increased	562,062(+294.4%)	$38.8M	0.0%	+13.66%	47
TWO SIGMA INVESTMENTS, LP	Increased	545,477(+1138.4%)	$37.7M	0.0%	+5.31%	47
RAYMOND JAMES FINANCIAL INC	Decreased	363,112(-6.5%)	$25.1M	0.0%	+16.93%	0
CAPTRUST FINANCIAL ADVISORS	Increased	274,559(+2.5%)	$19M	0.0%	+13.25%	29
JANE STREET GROUP, LLC	Increased	214,698(+110.4%)	$14.8M	0.0%	+11.22%	45
CITADEL ADVISORS LLC	Decreased	204,233(-9.1%)	$14.1M	0.0%	+35.58%	0
WELLS FARGO & COMPANY/MN	Increased	188,255(+39.6%)	$13M	0.0%	+23.91%	37
HighTower Advisors, LLC	Increased	156,909(+41.8%)	$10.8M	0.0%	+38.57%	37
SEI INVESTMENTS CO	Increased	134,720(+100.0%)	$9.3M	0.0%	+24.14%	45
Amundi	Decreased	102,085(-45.8%)	$7M	0.0%	+52.71%	0
BlackRock, Inc.	Increased	87,006(+74.4%)	$6M	0.0%	+10.64%	41
AQR CAPITAL MANAGEMENT LLC	Increased	77,803(+9.5%)	$5.4M	0.0%	+40.95%	30

LANDBRIDGE COMPANY LLC

Continue exploring

Other Energy stocks held by institutions