LandBridge Co LLC (NYSE: LB), an SEC filer in Oil Royalty Traders, closed at $86.94, -2.6%, on 2026-08-28, with a market cap of $6.8B as of 2026-08-27, a trailing P/E of 94.9, a return on equity of 10.9% and a net margin of 15.1%. Institutional ownership, earnings history and filed financials are on the tabs below.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FIRST MANHATTAN CO. LLC. | 7,057,2287.1M | $487M | 9.22% | ADD 3% |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLCtracked | 5,657,1345.7M | $391M | 7.39% | — |
| 3 | MORGAN STANLEY | 1,475,8271.5M | $102M | 1.93% | TRIM -70% |
| 4 | FMR LLC | 1,334,8281.3M | $92M | 1.74% | ADD 64% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,239,8981.2M | $86M | 1.62% | NEW |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 887,466887,466 | $61M | 1.16% | ADD 29% |
| 7 | UBS Group AG | 633,169633,169 | $44M | 0.83% | ADD 130% |
| 8 | Hood River Capital Management LLC | 621,075621,075 | $43M | 0.81% | — |
| 9 | SCHWARTZ INVESTMENT COUNSEL INC | 592,891592,891 | $41M | 0.77% | — |
| 10 | MARSHALL WACE, LLP | 562,062562,062 | $39M | 0.73% | ADD 294% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,239,898 | $86M | OPEN |
| FMR LLC | +521,080 | $36M | ADD |
| TWO SIGMA INVESTMENTS, LP | +501,431 | $35M | ADD |
| MARSHALL WACE, LLP | +419,556 | $29M | ADD |
| UBS Group AG | +358,318 | $25M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −3,419,165 | $236M | TRIM |
| VANGUARD GROUP INC | −861,815 | $60M | CLOSE |
| Annex Advisory Services, LLC | −264,233 | $18M | TRIM |
| GOLDMAN SACHS GROUP INC | −189,798 | $13M | TRIM |
| MILLENNIUM MANAGEMENT LLC | −132,138 | $9M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 2.7M | 2.8M | 3.1M | 5.5M | 6.9M | 7.1M | $487M |
| HORIZON KINETICS ASSET MANAGEMENT LLCtracked | 5.4M | 5.5M | 5.5M | 5.6M | 5.6M | 5.7M | $391M |
| MORGAN STANLEY | 424K | 3.7M | 4.6M | 4.9M | 4.9M | 1.5M | $102M |
| FMR LLC | 2.0M | 959K | 834K | 820K | 814K | 1.3M | $92M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 1.2M | $86M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | — | — | — | — | 690K | 887K | $61M |
| UBS Group AG | 171K | 243K | 226K | 426K | 275K | 633K | $44M |
| Hood River Capital Management LLC | 641K | 641K | 670K | 671K | 621K | 621K | $43M |
| SCHWARTZ INVESTMENT COUNSEL INC | 427K | 511K | 520K | 580K | 593K | 593K | $41M |
| MARSHALL WACE, LLP | — | — | 28K | — | 143K | 562K | $39M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“The information set forth in amended Item 6 below is incorporated by reference herein.”
SEC Schedule 13D/G XML · group aggregate.
