LANDBRIDGE COMPANY LLC (LB) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling LB?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for LANDBRIDGE COMPANY LLC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on LB?

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

Is institutional money flowing into LB?

75 institutional investors hold LANDBRIDGE COMPANY LLC (LB). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about LB?

Track institutional sentiment and conviction scores for LANDBRIDGE COMPANY LLC (LB) including Smart Money Verdict and position changes on HoldingsIntel.

LANDBRIDGE COMPANY LLC

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

CL A

LB (LANDBRIDGE COMPANY LLC) is held by 75 institutional investors as of Q4 2025. Largest holders: FIRST MANHATTAN CO. LLC. ($338.7M), HORIZON KINETICS ASSET MANAGEMENT LLC ($276.4M), MORGAN STANLEY ($239.8M). Net institutional sentiment: Mixed.

Holders

Avg rating(6 Elite)

$1.2B

Total Value

56% (87)

Fund Consensus

45 buying - 36 selling

Smart Money VerdictView all

44Weak MomentumSplit Signals

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See how LB's score breaks down across 4 SEC sources

Held by 75 funds

6 elite

Who's Trading

InsiderWATSON CHARLES L.Sell $2.3MMar 2, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FIRST MANHATTAN CO. LLC.	Increased	6.9M(+24.0%)	$338.7M	0.9%	+62.32%	53
HORIZON KINETICS ASSET MANAGEMENT LLC	Increased	5.6M(+0.2%)	$276.4M	3.7%	+166.62%	56
MORGAN STANLEY	Decreased	4.9M(-1.1%)	$239.8M	0.0%	+12.19%	0
VANGUARD GROUP INC	Increased	861,815(+0.8%)	$42.2M	0.0%	+13.65%	29
FMR LLC	Decreased	813,748(-0.8%)	$39.9M	0.0%	+13.18%	0
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	New	690,291	$33.8M	0.1%	+46.02%	40
Hood River Capital Management LLC	Decreased	621,071(-7.4%)	$30.4M	0.3%	+13.02%	0
RAYMOND JAMES FINANCIAL INC	Decreased	388,303(-14.4%)	$19M	0.0%	+11.80%	0
UBS Group AG	Decreased	274,851(-35.5%)	$13.5M	0.0%	+25.75%	0
CAPTRUST FINANCIAL ADVISORS	Increased	267,982(+0.2%)	$13.1M	0.0%	+8.51%	28
CITADEL ADVISORS LLC	Increased	224,730(+119.7%)	$11M	0.0%	+29.64%	45
GOLDMAN SACHS GROUP INC	Increased	214,771(+1957.2%)	$10.5M	0.0%	+43.95%	45
Amundi	New	188,273	$9.2M	0.0%	+46.02%	38
MILLENNIUM MANAGEMENT LLC	Increased	151,003(+112.8%)	$7.4M	0.0%	+25.85%	44
MARSHALL WACE, LLP	New	142,506	$7M	0.0%	+46.02%	38
WELLS FARGO & COMPANY/MN	Increased	134,866(+34.3%)	$6.6M	0.0%	+27.83%	35
HighTower Advisors, LLC	Increased	110,626(+30.8%)	$5.4M	0.0%	+53.34%	34
JANE STREET GROUP, LLC	Increased	102,032(+29.2%)	$5M	0.0%	+14.36%	34
ADAGE CAPITAL PARTNERS GP, L.L.C.	New	100,000	$4.9M	0.0%	+46.02%	37
AQR CAPITAL MANAGEMENT LLC	Increased	71,074(+6.4%)	$3.5M	0.0%	+39.37%	28
SEI INVESTMENTS CO	New	67,360	$3.3M	0.0%	+46.02%	37
Jefferies Financial Group Inc.	New	58,477	$2.9M	0.0%	+46.02%	36
BlackRock, Inc.	Increased	49,877(+6.4%)	$2.4M	0.0%	+10.56%	19
TWO SIGMA INVESTMENTS, LP	Decreased	44,046(-76.9%)	$2.2M	0.0%	+9.29%	0
BALYASNY ASSET MANAGEMENT L.P.	Increased	42,735(+107.1%)	$2.1M	0.0%	+42.52%	42
Swiss National Bank	Increased	37,400(+2.5%)	$1.8M	0.0%	+14.23%	26
GEODE CAPITAL MANAGEMENT, LLC	Increased	32,419(+7.5%)	$1.6M	0.0%	+13.12%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	31,029(-32.0%)	$1.5M	0.0%	+25.01%	0
Rockefeller Capital Management L.P.	Decreased	29,736(-10.4%)	$1.5M	0.0%	+14.77%	0
OneDigital Investment Advisors LLC	Decreased	26,997(-11.0%)	$1.3M	0.0%	+24.39%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	22,653(+7.4%)	$1.1M	0.0%	+13.81%	27
STATE STREET CORP	Decreased	21,983(-13.9%)	$1.1M	0.0%	+10.25%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	20,559(+16.8%)	$1M	0.0%	+13.06%	29
TWO SIGMA ADVISERS, LP	Decreased	19,800(-86.2%)	$970,002	0.0%	+10.78%	0
ROYAL BANK OF CANADA	Decreased	19,701(-34.0%)	$966,000	0.0%	+16.28%	0
XTX Topco Ltd	New	18,298	$896,419	0.0%	+46.02%	34
Private Advisor Group, LLC	Decreased	17,277(-5.7%)	$846,421	0.0%	+9.14%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Unchanged	16,483	$807,502	0.0%	+11.54%	0
Legal & General Group Plc	Increased	16,104(+4.8%)	$788,935	0.0%	+12.51%	26
LPL Financial LLC	Decreased	15,321(-52.4%)	$750,551	0.0%	+28.62%	0
Cetera Investment Advisers	Increased	15,304(+3.2%)	$749,743	0.0%	+31.52%	25
OSAIC HOLDINGS, INC.	Increased	15,117(+501.8%)	$740,577	0.0%	+45.19%	40
BLAIR WILLIAM & CO/IL	Increased	12,475(+17.7%)	$611,150	0.0%	+39.98%	29
Steward Partners Investment Advisory, LLC	Increased	12,468(+21.9%)	$610,807	0.0%	+28.16%	29
Engineers Gate Manager LP	Decreased	11,833(-56.1%)	$579,699	0.0%	+8.90%	0
Squarepoint Ops LLC	New	10,317	$505,430	0.0%	+46.02%	33
Lido Advisors, LLC	Increased	8,711(+10.1%)	$461,216	0.0%	+14.73%	26
JANUS HENDERSON GROUP PLC	Unchanged	9,025	$441,909	0.0%	+14.59%	0
Pathstone Holdings, LLC	Decreased	7,885(-0.4%)	$386,286	0.0%	+23.44%	0
NORTHERN TRUST CORP	Increased	7,395(+2.5%)	$362,280	0.0%	+12.84%	17
Empowered Funds, LLC	Decreased	6,881(-4.0%)	$337,101	0.0%	+7.88%	0
TUDOR INVESTMENT CORP ET AL	New	6,378	$312,458	0.0%	+46.02%	32
STIFEL FINANCIAL CORP	Decreased	6,308(-50.8%)	$309,049	0.0%	+21.76%	0
BANK OF AMERICA CORP /DE/	Decreased	5,924(-95.8%)	$290,217	0.0%	+8.11%	0
Mariner, LLC	Decreased	5,771(-5.6%)	$282,721	0.0%	+16.09%	0
Arizona State Retirement System	Decreased	5,305(-5.0%)	$259,892	0.0%	+8.45%	0
DIMENSIONAL FUND ADVISORS LP	Increased	4,665(+11.6%)	$228,538	0.0%	+39.66%	17
Vident Advisory, LLC	New	4,486	$219,771	0.0%	+46.02%	32
CITIGROUP INC	Increased	4,328(+32.2%)	$212,029	0.0%	+21.47%	29
&PARTNERS	New	4,272	$209,299	0.0%	+46.02%	32
KLP KAPITALFORVALTNING AS	Increased	4,100(+13.9%)	$200,859	0.0%	+15.46%	26
PNC FINANCIAL SERVICES GROUP, INC.	Increased	3,405(+9628.6%)	$166,811	0.0%	+45.45%	36
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	3,376	$165,390	0.0%	+8.90%	0
Russell Investments Group, Ltd.	New	3,102	$151,966	0.0%	+46.02%	31
JONES FINANCIAL COMPANIES LLLP	Increased	1,788(+45.1%)	$87,594	0.0%	+38.64%	29
COMERICA BANK	Increased	1,394(+1.8%)	$68,278	0.0%	+55.82%	21
GROUP ONE TRADING LLC	Decreased	1,204(-69.2%)	$58,984	0.0%	+38.96%	0
DEUTSCHE BANK AG\	Unchanged	1,153	$56,485	0.0%	+15.04%	0
CIBC Private Wealth Group LLC	New	825	$40,417	0.0%	+46.02%	28
SIMPLEX TRADING, LLC	Decreased	791(-34.2%)	$38,751	0.0%	+38.96%	0
Kestra Advisory Services, LLC	New	671	$32,895	0.0%	+46.02%	27
NewEdge Advisors, LLC	Increased	406(+1.0%)	$19,890	0.0%	+34.86%	19
Allworth Financial LP	Unchanged	142	$6,948	0.0%	+12.23%	0
BARCLAYS PLC	Unchanged	12	$588	0.0%	+11.88%	0
JPMORGAN CHASE & CO	Decreased	5(-16.7%)	$245	0.0%	+5.74%	0
Blackstone Inc.	Exited	0(-100.0%)	$5.3M	0.0%	+9.92%	0
Verition Fund Management LLC	Exited	0(-100.0%)	$218,948	0.0%	-25.85%	0
FIRST TRUST ADVISORS LP	Exited	0(-100.0%)	$1.3M	0.0%	-26.86%	0
Caption Management, LLC	Exited	0(-100.0%)	$1.1M	0.0%	-4.83%	0
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Exited	0(-100.0%)	$1.4M	0.0%	-27.11%	0
Quadrature Capital Ltd	Exited	0(-100.0%)	$533,016	0.0%	-25.42%	0
MOORE CAPITAL MANAGEMENT, LP	Exited	0(-100.0%)	$533,500	0.0%	-4.83%	0
LOOMIS SAYLES & CO L P	Exited	0(-100.0%)	$2,561	0.0%	-4.83%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$293	0.0%	-26.36%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$627,287	0.0%	-25.60%	0
SCS Capital Management LLC	Exited	0(-100.0%)	$225,671	0.0%	-4.83%	0
Point72 Asset Management, L.P.	Exited	0(-100.0%)	$1.5M	0.0%	-22.82%	0

LANDBRIDGE COMPANY LLC

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