DaveManuel.com · Institutional Ownership · Who Owns It
LANDBRIDGE COMPANY LLC (LB)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
193
Reporting holders
$2.3B
Reported value
0.9%
Calls
0.6%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | $561.2M | 7,082,845 | 1.43% | 9q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $461.3M | 5,821,263 | 5.23% | 9q | +2.9%+$13.0M |
| FMR LLC | $140.7M | 1,775,450 | 0.01% | 9q | +33.0%+$34.9M |
| T. Rowe Price Investment Management, Inc. | $101.2M | 1,276,671 | 0.07% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $100.4M | 1,267,116 | 0.00% | 2q | +2.2%+$2.2M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $97.9M | 1,235,265 | 0.29% | 3q | +39.2%+$27.6M |
| MORGAN STANLEY | $58.0M | 731,836 | 0.00% | 8q | -50.4%-$59.0M |
| SCHWARTZ INVESTMENT COUNSEL INC | $51.1M | 644,716 | 1.70% | 9q | +8.7%+$4.1M |
| Hood River Capital Management LLC | $47.0M | 592,619 | 0.34% | 7q | -4.6%-$2.3M |
| UBS Group AG | $45.5M | 573,587 | 0.01% | 8q | -9.4%-$4.7M |
| DF DENT & CO INC | $45.0M | 567,536 | 0.85% | 3q | +14.0%+$5.5M |
| TWO SIGMA INVESTMENTS, LP | $41.1M | 518,850 | 0.03% | 7q | -4.9%-$2.1M |
| CORTLAND ASSOCIATES INC/MO | $30.5M | 384,317 | 4.40% | 7q | -3.6%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $29.9M | 376,807 | 0.01% | 7q | +3.8%+$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $22.3M | 281,951 | 0.03% | 7q | +2.7%+$585.7K |
| MAD RIVER INVESTORS | $21.2M | 267,953 | 7.92% | 8q | +0.6%+$124.2K |
| Moors & Cabot, Inc. | $19.9M | 251,704 | 0.78% | 8q | +12.4%+$2.2M |
| ASHFORD CAPITAL MANAGEMENT INC | $18.6M | 234,860 | 2.00% | 2q | -5.5%-$1.1M |
| One Charles Private Wealth Services, LLC | $17.8M | 224,152 | 4.09% | 7q | -4.9%-$920.2K |
| WELLS FARGO & COMPANY/MN | $17.6M | 222,604 | 0.00% | 8q | +18.2%+$2.7M |
| MILLENNIUM MANAGEMENT LLC | $16.7M | 211,305 | 0.01% | 5q | +1020.1%+$15.2M |
| EagleClaw Capital Managment, LLC | $16.7M | 210,805 | 2.24% | 8q | +0.9%+$146.6K |
| Summit Street Capital Management, LLC | $16.1M | 203,365 | 2.26% | 7q | -10.5%-$1.9M |
| JANE STREET GROUP, LLC | $14.0M incl. $5.6M options CALL+PUT | 106,520 | 0.00% | 7q | -50.4%-$14.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.0M incl. $12.5M options CALL+PUT | 6,997 | 0.00% | 7q | -66.1%-$25.4M |
| HighTower Advisors, LLC | $11.2M | 140,912 | 0.01% | 9q | -10.2%-$1.3M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $10.2M | 128,490 | 0.13% | 8q | +27.3%+$2.2M |
| CITADEL ADVISORS LLC | $9.6M incl. $7.8M options CALL+PUT | 22,360 | 0.00% | 7q | -89.1%-$77.9M |
| MARSHALL WACE, LLP | $9.4M | 118,494 | 0.01% | 3q | -78.9%-$35.1M |
| BlackRock, Inc. | $8.6M | 108,741 | 0.00% | 8q | +25.0%+$1.7M |
| SPROTT INC. | $7.9M | 100,059 | 0.25% | 8q | +1.5%+$115.3K |
| Ghisallo Capital Management LLC | $7.9M | 100,000 | 0.16% | 9q | HELD |
| SEVEN GRAND MANAGERS, LLC | $7.9M | 100,000 | 0.32% | 9q | HELD |
| CRAWFORD INVESTMENT COUNSEL INC | $7.5M | 95,243 | 0.13% | 3q | +1.9%+$138.4K |
| Advisory Services Network, LLC | $7.3M | 91,909 | 0.08% | 6q | +1.1%+$82.3K |
| Daiwa Securities Group Inc. | $6.8M | 85,738 | 0.01% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $6.7M | 83,955 | 0.01% | 7q | +107.9%+$3.5M |
| one8zero8, LLC | $6.6M | 83,668 | 1.31% | 7q | +7.7%+$476.6K |
| GOLDMAN SACHS GROUP INC | $6.2M | 78,767 | 0.00% | 8q | +215.4%+$4.3M |
| AQR CAPITAL MANAGEMENT LLC | $6.0M | 75,633 | 0.00% | 4q | -2.8%-$172.0K |
| PROMETHIUM ADVISORS,LLC | $5.5M | 68,930 | 2.62% | 8q | +2.5%+$134.1K |
| SEI INVESTMENTS CO | $5.3M | 67,360 | 0.00% | 3q | -50.0%-$5.3M |
| BARCLAYS PLC | $4.6M | 58,629 | 0.00% | 7q | +90.0%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.6M | 58,491 | 0.00% | 7q | +6.0%+$262.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 58,077 | 0.01% | 7q | +110.4%+$2.4M |
| IMC-Chicago, LLC | $4.4M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| VIKING FUND MANAGEMENT LLC | $4.4M | 56,000 | 0.40% | 4q | HELD |
| Swiss National Bank | $4.4M | 55,900 | 0.00% | 7q | +1.6%+$71.3K |
| Legal & General Group Plc | $4.1M | 52,313 | 0.00% | 7q | +195.1%+$2.7M |
| BANK OF AMERICA CORP /DE/ | $4.1M | 51,416 | 0.00% | 8q | -20.8%-$1.1M |
| STATE STREET CORP | $4.0M | 51,066 | 0.00% | 7q | +67.3%+$1.6M |
| JPMORGAN CHASE & CO | $4.0M | 56,931 | 0.00% | 6q | +1138520.0%+$4.0M |
| XTX Topco Ltd | $4.0M | 49,995 | 0.05% | 3q | +1024.5%+$3.6M |
| Cinctive Capital Management LP | $3.9M | 49,826 | 0.15% | 4q | +690.8%+$3.4M |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.7M | 46,097 | 0.15% | 6q | -29.9%-$1.6M |
| D. E. Shaw & Co., Inc. | $3.6M incl. $2.1M options CALL | 19,042 | 0.00% | new | NEW |
| TD Asset Management Inc | $3.4M | 42,934 | 0.00% | new | NEW |
| CITIGROUP INC | $3.1M | 38,554 | 0.00% | 7q | +1174.9%+$2.8M |
| Atlas Wealth Partners, LLC | $3.0M | 38,420 | 3.33% | 7q | +1.0%+$30.9K |
| OneDigital Investment Advisors LLC | $2.8M | 35,051 | 0.02% | 8q | -1.1%-$30.7K |
| Annex Advisory Services, LLC | $2.7M | 33,466 | 0.05% | 7q | +11.9%+$281.8K |
| Steward Partners Investment Advisory, LLC | $2.5M | 32,008 | 0.01% | 8q | +44.0%+$774.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.5M | 31,575 | 0.00% | 7q | +32.8%+$617.7K |
| Ipswich Investment Management Co., Inc. | $2.3M | 28,882 | 0.48% | 7q | -4.9%-$118.6K |
| &PARTNERS | $2.2M | 27,277 | 0.01% | 3q | +1.8%+$38.7K |
| Fenimore Asset Management Inc | $2.1M | 26,000 | 0.04% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8M | 22,953 | 0.00% | 7q | +13.2%+$212.4K |
| PKS Advisory Services, LLC | $1.7M | 21,765 | 0.28% | new | NEW |
| Rockefeller Capital Management L.P. | $1.7M | 21,733 | 0.00% | 7q | -16.4%-$337.7K |
| Janney Montgomery Scott LLC | $1.6M | 20,702 | 0.00% | 6q | +3.9%+$61.0K |
| Independent Advisor Alliance | $1.5M | 19,123 | 0.04% | 7q | +1.8%+$26.7K |
| ROYAL BANK OF CANADA | $1.5M | 19,001 | 0.00% | 8q | -57.8%-$2.1M |
| Essex Financial Services, Inc. | $1.5M | 18,912 | 0.07% | 6q | -7.0%-$113.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.5M | 18,395 | 0.00% | 2q | HELD |
| SANTA MONICA PARTNERS LP | $1.4M | 18,000 | 0.77% | 6q | HELD |
| LPL Financial LLC | $1.4M | 17,597 | 0.00% | 8q | +5.3%+$70.5K |
| Balyasny Asset Management L.P. | $1.4M | 17,401 | 0.00% | 4q | -24.0%-$435.1K |
| Cannell & Spears LLC | $1.4M | 17,340 | 0.02% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $1.3M | 16,637 | 0.00% | 8q | +11.8%+$139.2K |
| PECAUT & CO. | $1.3M | 15,894 | 0.38% | 8q | HELD |
| State of New Jersey Common Pension Fund D | $1.2M | 15,570 | 0.00% | new | NEW |
| Malaga Cove Capital, LLC | $1.2M | 14,971 | 0.38% | 7q | -1.2%-$14.4K |
| GSA CAPITAL PARTNERS LLP | $1.2M | 14,602 | 0.07% | 2q | -51.2%-$1.2M |
| NORTHERN TRUST CORP | $1.2M | 14,544 | 0.00% | 7q | +38.3%+$319.0K |
| Beacon Pointe Advisors, LLC | $1.1M | 14,241 | 0.01% | new | NEW |
| SIERRA SUMMIT ADVISORS LLC | $1.1M | 14,210 | 0.13% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $1.0M | 13,117 | 0.00% | 4q | +118.6%+$563.9K |
| Pekin Hardy Strauss, Inc. | $1.0M | 12,850 | 0.09% | 2q | +1.2%+$11.9K |
| Adalta Capital Management LLC | $1.0M | 12,735 | 0.44% | 2q | +12.8%+$114.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.0M | 12,659 | 0.05% | new | NEW |
| Apollon Wealth Management, LLC | $1.0M | 12,658 | 0.01% | 5q | -15.0%-$177.3K |
| Cetera Investment Advisers | $993.4K | 12,536 | 0.00% | 5q | -14.4%-$166.6K |
| Renaissance Capital LLC | $983.4K | 12,411 | 0.54% | 2q | +8.0%+$73.1K |
| SIMPLEX TRADING, LLC | $973.8K incl. $792.4K options CALL+PUT | 2,289 | 0.00% | 7q | HELD |
| BLAIR WILLIAM & CO/IL | $973.0K | 12,279 | 0.00% | 4q | -2.4%-$23.5K |
| Private Advisor Group, LLC | $969.7K | 12,237 | 0.00% | 7q | -24.6%-$316.6K |
| GROUP ONE TRADING LLC | $885.0K incl. $839.9K options CALL+PUT | 568 | 0.00% | 5q | -68.4%-$1.9M |
| Engineers Gate Manager LP | $874.8K | 11,040 | 0.01% | 5q | -23.3%-$266.3K |
| Jupiter Topco LLC | $867.1K | 10,925 | 0.00% | new | FIRST |
| Brevan Howard Capital Management LP | $834.2K | 10,528 | 0.01% | 2q | -16.5%-$164.5K |
Showing the largest 100 of 193 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-10-14 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-10-14 | Delisting notice from the exchange | NYSE TEXAS, INC. | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-10-01 | Material agreement entered | filing |
| 2026-09-21 | 2026-09-18 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Capobianco David N | Director, 10% owner | Sold | 1,250,000 | $93.8M |
| 2026-08-07 | LandBridge Holdings LLC | Director, 10% owner | Sold | 1,250,000 | $93.8M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 47 | $141.3M | 1,741,174 | 4 | 13 | 9 | 0.0% |
| Q2 2026 | 193 | $2.3B | 28,451,592 | 31 | 67 | 56 | 1.5% |
| Q1 2026 | 189 | $1.9B | 27,328,235 | 58 | 73 | 30 | 1.5% |
| Q4 2025 | 152 | $1.4B | 27,881,157 | 32 | 56 | 36 | 1.1% |
| Q3 2025 | 158 | $1.4B | 25,319,002 | 31 | 68 | 39 | 1.5% |
| Q2 2025 | 161 | $1.7B | 25,120,458 | 35 | 76 | 27 | 1.7% |
| Q1 2025 | 149 | $1.7B | 23,412,871 | 44 | 60 | 23 | 1.4% |
| Q4 2024 | 127 | $1.3B | 19,404,278 | 81 | 26 | 11 | 0.9% |
| Q3 2024 | 59 | $588.3M | 15,055,740 | 40 | 9 | 4 | 0.0% |
| Q2 2024 | 37 | $337.4M | 14,574,796 | 37 | 0 | 0 | 0.0% |
| Q1 2022 | 8 | $10.7M | 222,389 | 8 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $367.0K | 5,094 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 5 | $228.0K | 13,593 | 1 | 0 | 1 | 0.0% |
| Q2 2021 | 549 | $84.3B | 1,154,659,431 | 125 | 184 | 162 | 1.3% |
| Q1 2021 | 505 | $70.1B | 1,122,255,845 | 129 | 150 | 156 | 0.9% |
| Q4 2020 | 429 | $11.4B | 271,605,589 | 93 | 124 | 130 | 11.3% |
| Q3 2020 | 366 | $40.5B | 1,247,074,270 | 86 | 88 | 128 | 2.0% |
| Q2 2020 | 339 | $28.2B | 1,846,515,436 | 62 | 87 | 132 | 1.9% |
| Q1 2020 | 346 | $5.0B | 408,843,465 | 52 | 99 | 132 | 5.7% |
| Q4 2019 | 409 | $37.7B | 2,423,557,261 | 57 | 113 | 145 | 1.1% |
| Q3 2019 | 400 | $46.9B | 2,557,821,510 | 40 | 152 | 125 | 0.6% |
| Q2 2019 | 435 | $45.2B | 1,713,970,667 | 49 | 145 | 141 | 1.1% |
| Q1 2019 | 468 | $44.4B | 1,598,328,991 | 67 | 142 | 165 | 0.8% |
| Q4 2018 | 474 | $37.7B | 1,792,514,818 | 5 | 7 | 13 | 0.8% |