LANDBRIDGE COMPANY LLC

Watch

Share

LB·514952100·US·Common Stock·Energy - Oil & Gas Equipment & Services-Activist

LB (LANDBRIDGE COMPANY LLC) is held by 88 institutional investors as of Q2 2026. Largest holders: FIRST MANHATTAN CO. LLC. ($561.2M), HORIZON KINETICS ASSET MANAGEMENT LLC ($461.3M), FMR LLC ($140.7M). Net institutional sentiment: Mixed.

88

Holders

(5 Elite)

$1.8B

Total Value

54% (93)

Consensus

50 buying - 43 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)35

Insider (Form 4)61

Activist (13D/13G)66

Congressional (STOCK Act)69

Holder Quality

19

★★★★★

Elite

27

★★★★

Strong

27

★★★

Solid

65

★★

Below

44

★

Weak

Held by 88 funds

5 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Aug 11, 2026 · Activists Aug 14, 2026 · Congress none

ActivistTRT. Rowe Price Investment Management, Inc.4.6%Aug 14, 2026

ActivistLALandBridge Holdings LLC61.4%Aug 11, 2026

InsiderLLLandBridge Holdings LLCSell $93.8MAug 7, 2026

Checking access…

View all insider tradesView all activist filings

Top Holders

Top Holders (88)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FIRST MANHATTAN CO. LLC.	Increased	7.1M(+0.4%)	$561.2M	1.4%	+78.00%	50
HORIZON KINETICS ASSET MANAGEMENT LLC	Increased	5.8M(+2.9%)	$461.3M	5.2%	+181.10%	62
FMR LLC	Increased	1.8M(+33.0%)	$140.7M	0.0%	+55.03%	39
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.3M(+2.2%)	$100.4M	0.0%	+17.64%	31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	1.2M(+39.2%)	$97.9M	0.3%	+34.25%	47
MORGAN STANLEY	Decreased	731,836(-50.4%)	$58M	0.0%	+22.16%	0
Hood River Capital Management LLC	Decreased	592,619(-4.6%)	$47M	0.3%	+26.93%	0
UBS Group AG	Decreased	573,587(-9.4%)	$45.5M	0.0%	+26.34%	0
TWO SIGMA INVESTMENTS, LP	Decreased	518,850(-4.9%)	$41.1M	0.0%	+18.21%	0
RAYMOND JAMES FINANCIAL INC	Increased	376,807(+3.8%)	$29.9M	0.0%	+24.21%	30
CAPTRUST FINANCIAL ADVISORS	Increased	281,951(+2.7%)	$22.3M	0.0%	+17.30%	29
WELLS FARGO & COMPANY/MN	Increased	222,604(+18.3%)	$17.6M	0.0%	+28.15%	33
MILLENNIUM MANAGEMENT LLC	Increased	211,305(+1020.1%)	$16.7M	0.0%	+5.26%	46
HighTower Advisors, LLC	Decreased	140,912(-10.2%)	$11.2M	0.0%	+51.38%	0
MWMARSHALL WACE, LLP	Decreased	118,494(-78.9%)	$9.4M	0.0%	+27.44%	0
BlackRock, Inc.	Increased	108,741(+25.0%)	$8.6M	0.0%	+21.52%	34
JANE STREET GROUP, LLC	Decreased	106,520(-50.4%)	$8.4M	0.0%	+21.75%	0
TUDOR INVESTMENT CORP ET AL	Increased	83,955(+107.8%)	$6.7M	0.0%	+11.82%	44
GOLDMAN SACHS GROUP INC	Increased	78,767(+215.4%)	$6.2M	0.0%	+16.56%	44
AQR CAPITAL MANAGEMENT LLC	Decreased	75,633(-2.8%)	$6M	0.0%	+50.03%	0

Showing 1-20 of 99

Per page:

1 / 5

LBLANDBRIDGE COMPANY LLC

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Energy stocks held by institutions

CVXCHEVRON CORPORATION

382 holders · $222.6B

XOMEXXON MOBIL CORP

378 holders · $341.8B

SLBSLB LIMITED

361 holders · $56.3B

COPCONOCOPHILLIPS

358 holders · $99B

WMBWILLIAMS COS INC

351 holders · $71.7B

VLOVALERO ENERGY CORP

342 holders · $58.3B

BKRBAKER HUGHES COMPANY

338 holders · $50B

EOGEOG RES INC

338 holders · $61.2B

LNGCHENIERE ENERGY INC

336 holders · $38.3B

HALHALLIBURTON CO

336 holders · $22.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer