LB — LANDBRIDGE COMPANY LLC
Reported value held$451.53M
Funds holding (latest)34
SectorEnergy
Funds holding (Q2 2026)24
Institutional value$379.41M · 4.80M sh
New / Add / Cut / Exit3 / 12 / 9 / 3
Top-5 / Top-10 concentration79.8% / 92.2%
Institutional holdings change
Reducing -13.5%
(-748.64K sh)
Institutional value change
Down -0.9%
As of Q2 2026, 24 SEC-registered investment managers reported holding LB (LANDBRIDGE COMPANY LLC) in their latest 13F filings, with a combined reported value of $379.41M across 4.80M shares. That is -13.5% by share count (-748.64K shares) versus the previous quarter, while reported value moved -0.9%. Ownership is concentrated: the five largest holders account for 79.8% of reported value and the top ten for 92.2%.
Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 9 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LB is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.78M | $140.69M | 0.01% | Add |
| Morgan Stanley history | 731.84K | $57.99M | 0.00% | Reduce |
| UBS Group AG history | 573.59K | $45.45M | 0.02% | Reduce |
| Two Sigma Investments history | 518.85K | $41.11M | 0.03% | Reduce |
| Wells Fargo & Co history | 222.60K | $17.64M | 0.00% | Add |
| Millennium Management history | 211.31K | $16.74M | 0.01% | Add |
| Marshall Wace history | 118.49K | $9.39M | 0.01% | Reduce |
| BlackRock Inc history | 108.74K | $8.62M | 0.00% | Add |
| Goldman Sachs Group history | 78.77K | $6.24M | 0.00% | Add |
| AQR Capital Management history | 75.63K | $5.99M | 0.00% | Reduce |
| Geode Capital Management history | 58.49K | $4.63M | 0.00% | Add |
| Legal & General Investment Management America history | 52.31K | $4.09M | 0.00% | Add |
| Bank of America Corp history | 51.42K | $4.07M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 56.93K | $3.98M | 0.00% | New |
| D. E. Shaw & Co history | 45.34K | $3.59M | 0.00% | New |
| Citigroup Inc history | 38.55K | $3.06M | 0.00% | Add |
| Citadel Advisors history | 22.36K | $1.77M | 0.00% | Reduce |
| Balyasny Asset Management history | 17.40K | $1.38M | 0.00% | Reduce |
| Northern Trust Corp history | 14.54K | $1.15M | 0.00% | Add |
| Invesco Ltd history | 5.57K | $441.05K | 0.00% | Add |
| Deutsche Bank AG history | 5.12K | $406.03K | 0.00% | Add |
| Point72 Asset Management history | 5.02K | $397.79K | 0.00% | Reduce |
| BNY Mellon history | 4.53K | $359.25K | 0.00% | Add |
| Manulife Financial history | 2.75K | $217.83K | 0.00% | New |
Q1 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.48M | $101.91M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.33M | $92.17M | 0.01% | Add |
| UBS Group AG history | 633.17K | $43.72M | 0.01% | Add |
| Marshall Wace history | 562.06K | $38.81M | 0.04% | Add |
| Two Sigma Investments history | 545.48K | $37.67M | 0.03% | Add |
| Citadel Advisors history | 268.73K | $18.56M | 0.00% | Reduce |
| Wells Fargo & Co history | 188.25K | $13.00M | 0.00% | Add |
| Amundi US history | 102.08K | $7.05M | 0.00% | Reduce |
| BlackRock Inc history | 87.01K | $6.01M | 0.00% | Add |
| AQR Capital Management history | 77.80K | $5.37M | 0.00% | Add |
| Bank of America Corp history | 64.93K | $4.48M | 0.00% | Add |
| Geode Capital Management history | 55.18K | $3.81M | 0.00% | Add |
| Point72 Asset Management history | 25.27K | $1.74M | 0.00% | New |
| Goldman Sachs Group history | 24.97K | $1.72M | 0.00% | Reduce |
| Balyasny Asset Management history | 22.89K | $1.58M | 0.00% | Reduce |
| Millennium Management history | 18.86K | $1.30M | 0.00% | Reduce |
| Legal & General Investment Management America history | 17.73K | $1.22M | 0.00% | Add |
| Janus Henderson Group history | 14.32K | $990.07K | 0.00% | Add |
| Northern Trust Corp history | 10.52K | $726.27K | 0.00% | Add |
| Invesco Ltd history | 5.54K | $382.26K | 0.00% | New |
| BNY Mellon history | 4.03K | $278.03K | 0.00% | New |
| Citigroup Inc history | 3.02K | $208.81K | 0.00% | Reduce |
| Deutsche Bank AG history | 1.74K | $119.94K | 0.00% | Add |
| PNC Financial Services history | 5 | $345 | 0.00% | Reduce |
Q4 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.89M | $239.81M | 0.01% | Reduce |
| Vanguard Group history | 861.82K | $42.22M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 813.75K | $39.87M | 0.00% | Reduce |
| Citadel Advisors history | 301.13K | $14.75M | 0.00% | Add |
| UBS Group AG history | 274.85K | $13.46M | 0.00% | Reduce |
| Goldman Sachs Group history | 214.77K | $10.52M | 0.00% | Add |
| Amundi US history | 188.27K | $9.22M | 0.00% | New |
| Millennium Management history | 151.00K | $7.40M | 0.00% | Add |
| Marshall Wace history | 142.51K | $6.98M | 0.01% | New |
| Wells Fargo & Co history | 134.87K | $6.61M | 0.00% | Add |
| AQR Capital Management history | 71.07K | $3.48M | 0.00% | Add |
| BlackRock Inc history | 49.88K | $2.44M | 0.00% | Add |
| Two Sigma Investments history | 44.05K | $2.16M | 0.00% | Reduce |
| Balyasny Asset Management history | 42.73K | $2.09M | 0.00% | Add |
| Geode Capital Management history | 32.42K | $1.59M | 0.00% | Add |
| Legal & General Investment Management America history | 16.10K | $788.93K | 0.00% | Add |
| Janus Henderson Group history | 9.03K | $441.91K | 0.00% | Hold |
| Northern Trust Corp history | 7.39K | $362.28K | 0.00% | Add |
| Bank of America Corp history | 5.92K | $290.22K | 0.00% | Reduce |
| Citigroup Inc history | 4.33K | $212.03K | 0.00% | Add |
| PNC Financial Services history | 3.40K | $166.81K | 0.00% | Add |
| Deutsche Bank AG history | 1.15K | $56.48K | 0.00% | Hold |
| JPMorgan Chase & Co history | 5 | $245 | 0.00% | Reduce |
Q3 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.95M | $264.02M | 0.02% | Add |
| Vanguard Group history | 854.77K | $45.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 820.16K | $43.76M | 0.00% | Reduce |
| UBS Group AG history | 426.16K | $22.74M | 0.00% | Add |
| Two Sigma Investments history | 190.47K | $10.16M | 0.02% | Add |
| Citadel Advisors history | 187.31K | $9.99M | 0.00% | Reduce |
| Bank of America Corp history | 142.39K | $7.60M | 0.00% | Hold |
| Wells Fargo & Co history | 100.43K | $5.36M | 0.00% | Add |
| Millennium Management history | 70.97K | $3.79M | 0.00% | Reduce |
| AQR Capital Management history | 66.78K | $3.56M | 0.00% | New |
| BlackRock Inc history | 46.87K | $2.50M | 0.00% | Reduce |
| Geode Capital Management history | 30.17K | $1.61M | 0.00% | Add |
| Point72 Asset Management history | 28.00K | $1.49M | 0.00% | Add |
| Balyasny Asset Management history | 20.64K | $1.10M | 0.00% | New |
| Legal & General Investment Management America history | 15.36K | $819.40K | 0.00% | Reduce |
| Goldman Sachs Group history | 10.44K | $556.97K | 0.00% | Reduce |
| Moore Capital Management history | 10.00K | $533.50K | 0.01% | New |
| Janus Henderson Group history | 9.03K | $481.66K | 0.00% | Add |
| Northern Trust Corp history | 7.21K | $384.71K | 0.00% | Add |
| Citigroup Inc history | 3.27K | $174.62K | 0.00% | Add |
| Deutsche Bank AG history | 1.15K | $61.51K | 0.00% | Add |
| PNC Financial Services history | 35 | $1.87K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6 | $320 | 0.00% | Reduce |
Q2 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.62M | $312.22M | 0.02% | Add |
| Morgan Stanley history | 4.62M | $312.22M | 0.02% | Add |
| BlackRock Inc history | 871.10K | $58.87M | 0.00% | Reduce |
| BlackRock Inc history | 871.10K | $58.87M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 834.06K | $56.37M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 834.06K | $56.37M | 0.00% | Reduce |
| Vanguard Group history | 786.42K | $53.15M | 0.00% | Add |
| UBS Group AG history | 225.93K | $15.27M | 0.00% | Reduce |
| Citadel Advisors history | 203.93K | $13.78M | 0.00% | Add |
| Citadel Advisors history | 203.93K | $13.78M | 0.00% | Add |
| Two Sigma Investments history | 183.03K | $12.37M | 0.02% | Add |
| Two Sigma Investments history | 183.03K | $12.37M | 0.02% | Add |
| Millennium Management history | 149.97K | $10.14M | 0.01% | New |
| Bank of America Corp history | 143.07K | $9.67M | 0.00% | Add |
| Amundi US history | 137.75K | $9.26M | 0.00% | Add |
| Bridgewater Associates history | 89.42K | $6.04M | 0.02% | Add |
| Bridgewater Associates history | 89.42K | $6.04M | 0.02% | Add |
| Wells Fargo & Co history | 59.81K | $4.04M | 0.00% | Add |
| Geode Capital Management history | 28.97K | $1.96M | 0.00% | Add |
| Marshall Wace history | 27.93K | $1.89M | 0.00% | New |
| Point72 Asset Management history | 23.63K | $1.60M | 0.00% | New |
| Point72 Asset Management history | 23.63K | $1.60M | 0.00% | New |
| Goldman Sachs Group history | 20.05K | $1.35M | 0.00% | Add |
| Goldman Sachs Group history | 20.05K | $1.35M | 0.00% | Add |
| Legal & General Investment Management America history | 16.11K | $1.09M | 0.00% | Add |
| Janus Henderson Group history | 6.70K | $453.29K | 0.00% | Reduce |
| Northern Trust Corp history | 6.44K | $435.01K | 0.00% | Reduce |
| Citigroup Inc history | 2.92K | $197.40K | 0.00% | Add |
| PNC Financial Services history | 1.42K | $96.17K | 0.00% | Hold |
| Deutsche Bank AG history | 763 | $51.56K | 0.00% | Hold |
| Deutsche Bank AG history | 763 | $51.56K | 0.00% | Hold |
| JPMorgan Chase & Co history | 209 | $14.12K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 209 | $14.12K | 0.00% | Reduce |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.70M | $266.12M | 0.02% | Add |
| Morgan Stanley history | 3.70M | $266.12M | 0.02% | Add |
| BlackRock Inc history | 985.14K | $70.87M | 0.00% | Add |
| BlackRock Inc history | 985.14K | $70.87M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 959.04K | $68.99M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 959.04K | $68.99M | 0.01% | Reduce |
| Vanguard Group history | 697.75K | $50.20M | 0.00% | Add |
| UBS Group AG history | 242.99K | $17.48M | 0.00% | Add |
| Citadel Advisors history | 128.16K | $9.22M | 0.00% | Reduce |
| Citadel Advisors history | 128.16K | $9.22M | 0.00% | Reduce |
| Bank of America Corp history | 108.16K | $7.78M | 0.00% | Add |
| Two Sigma Investments history | 84.46K | $6.08M | 0.01% | Add |
| Two Sigma Investments history | 84.46K | $6.08M | 0.01% | Add |
| Amundi US history | 86.83K | $5.76M | 0.00% | New |
| Renaissance Technologies history | 80.10K | $5.76M | 0.01% | Reduce |
| Renaissance Technologies history | 80.10K | $5.76M | 0.01% | Reduce |
| Bridgewater Associates history | 68.45K | $4.92M | 0.02% | Reduce |
| Bridgewater Associates history | 68.45K | $4.92M | 0.02% | Reduce |
| Wells Fargo & Co history | 43.69K | $3.14M | 0.00% | Add |
| Fidelity International (FIL) history | 37.17K | $2.67M | 0.00% | Reduce |
| Fidelity International (FIL) history | 37.17K | $2.67M | 0.00% | Reduce |
| Janus Henderson Group history | 34.66K | $2.42M | 0.00% | Add |
| Geode Capital Management history | 28.74K | $2.07M | 0.00% | Add |
| JPMorgan Chase & Co history | 19.05K | $1.37M | 0.00% | New |
| JPMorgan Chase & Co history | 19.05K | $1.37M | 0.00% | New |
| Goldman Sachs Group history | 17.75K | $1.28M | 0.00% | Reduce |
| Goldman Sachs Group history | 17.75K | $1.28M | 0.00% | Reduce |
| Legal & General Investment Management America history | 12.65K | $910.40K | 0.00% | Add |
| Northern Trust Corp history | 7.81K | $561.78K | 0.00% | Add |
| Citigroup Inc history | 2.74K | $196.90K | 0.00% | Reduce |
| PNC Financial Services history | 1.42K | $102.37K | 0.00% | New |
| Deutsche Bank AG history | 763 | $54.89K | 0.00% | New |
| Deutsche Bank AG history | 763 | $54.89K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 56.93K sh · $3.98M
- D. E. Shaw & Co 45.34K sh · $3.59M
- Manulife Financial 2.75K sh · $217.83K
Fully Exited (vs previous quarter)
- Amundi US sold 102.08K sh · $7.05M
- Janus Henderson Group sold 14.32K sh · $990.07K
- PNC Financial Services sold 5 sh · $345
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 1.78M | 1.33M | 813.75K | 820.16K | 834.06K | 959.04K | 1.97M | 2.38M | 1.69M |
| Morgan Stanley | 731.84K | 1.48M | 4.89M | 4.95M | 4.62M | 3.70M | 423.60K | 415.56K | — |
| UBS Group AG | 573.59K | 633.17K | 274.85K | 426.16K | 225.93K | 242.99K | 171.23K | 27.91K | — |
| Two Sigma Investments | 518.85K | 545.48K | 44.05K | 190.47K | 183.03K | 84.46K | 23.71K | — | 12.00K |
| Wells Fargo & Co | 222.60K | 188.25K | 134.87K | 100.43K | 59.81K | 43.69K | 19.74K | 6.40K | — |
| Millennium Management | 211.31K | 18.86K | 151.00K | 70.97K | 149.97K | — | 80.77K | 177.32K | 300.00K |
| Marshall Wace | 118.49K | 562.06K | 142.51K | — | 27.93K | — | — | — | 50.00K |
| BlackRock Inc | 108.74K | 87.01K | 49.88K | 46.87K | 871.10K | 985.14K | 429.72K | 284.21K | — |
| Goldman Sachs Group | 78.77K | 24.97K | 214.77K | 10.44K | 20.05K | 17.75K | 135.55K | 13.97K | — |
| AQR Capital Management | 75.63K | 77.80K | 71.07K | 66.78K | — | — | — | — | — |
| Geode Capital Management | 58.49K | 55.18K | 32.42K | 30.17K | 28.97K | 28.74K | 18.27K | — | — |
| Legal & General Investment Management America | 52.31K | 17.73K | 16.10K | 15.36K | 16.11K | 12.65K | 10.66K | — | — |
| Bank of America Corp | 51.42K | 64.93K | 5.92K | 142.39K | 143.07K | 108.16K | 32.24K | 265 | — |
| JPMorgan Chase & Co | 56.93K | — | 5 | 6 | 209 | 19.05K | — | — | — |
| D. E. Shaw & Co | 45.34K | — | — | — | — | — | — | — | — |
| Citigroup Inc | 38.55K | 3.02K | 4.33K | 3.27K | 2.92K | 2.74K | 3.01K | — | — |
| Citadel Advisors | 22.36K | 268.73K | 301.13K | 187.31K | 203.93K | 128.16K | 393.22K | — | — |
| Balyasny Asset Management | 17.40K | 22.89K | 42.73K | 20.64K | — | — | 12.54K | 95.45K | 275.02K |
| Northern Trust Corp | 14.54K | 10.52K | 7.39K | 7.21K | 6.44K | 7.81K | 4.23K | — | — |
| Invesco Ltd | 5.57K | 5.54K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details