Landbridge Co Llc-a
$89.22+0.8%
+$301.4M
Net Activity
+13.06% total shares
Institutions Holding
192
Popularity Rank
#3101
Avg Weight
0.25%
Total Value
$2.3B
Market Cap
$6.8B
192 institutions currently hold LB, with 106 net buyers and 84 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
84
Net Buying Institutions
106
Top 5 by Value
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Across its top 20 institutional holders, LB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 17/100, avg. turnover score 28/100).
LB ranks #3101 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
LB is a top-conviction position for Mad River Investors — at 7.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in LB belongs to First Manhattan Co. LLC., but the position matters far more to Mad River Investors, who has 7.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
First Manhattan Co. LLC. has added to its LB position for two straight quarters, increasing it by $222.5M to reach $561.2M today.
Morgan Stanley has trimmed its LB position for two straight quarters, cutting it by $181.8M while still holding $58.0M.
LB is up 0.8% today, and institutions have been net buyers of $301.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
LB posted net income of $37.2M over the trailing twelve months, and currently trades at a P/E of 183.8.
+$309.9M
Total Buy Value
$190.1M
Total Sell Value
106
Net Buyers
84
Net Sellers
LB
Q2 2026
Top 5 Institutional Movers
+$101.2M
+$73.9M
+$48.5M
-$43.9M
LB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$94.25M
Total Est. Value
1.25M shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| LandBridge Holdings LLC | 2026-08-07 | $94.25M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 13G/A | 2026-08-14 | 4.6% |
| LandBridge Holdings LLC | 13D/A | 2026-08-11 | 61.4% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 13G/A | 2026-07-29 | 20.9% |
1
Filings (14d)
LandBridge Company LLC (NYSE: LB) filed an 8-K on August 5, 2026, to announce its quarterly financial results for the period ended June 30, 2026. The company furnished the press release as Exhibit 99.1, which contains the full details. However, the actual figures aren't included in this excerpt, so we can't see the specific revenue or profit numbers here.
View Full Filing (SEC EDGAR)514952100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Access LB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LBCLI
npx alphasmo stocks get LB