Morgan Stanley’s LandBridge Co LB Stock Holding History

Morgan Stanley’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58M	Sell	731,836 -743,991	-50%	-$51.1M	﹤0.01%	2080
2026 Q1	$102M	Sell	1,475,827 -3,419,165	-70%	-$217M	0.01%	1424
2025 Q4	$240M	Sell	4,894,992 -53,844	-1%	-$3.13M	0.01%	852
2025 Q3	$264M	Buy	4,948,836 +328,840	+7%	+$18.1M	0.02%	776
2025 Q2	$312M	Buy	4,619,996 +920,854	+25%	+$66.3M	0.02%	667
2025 Q1	$266M	Buy	3,699,142 +3,275,538	+773%	+$232M	0.02%	706
2024 Q4	$27.4M	Buy	423,604 +8,049	+2%	+$484K	﹤0.01%	2446
2024 Q3	$16.3M	Buy	+415,555	New	+$14M	﹤0.01%	2998

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Morgan Stanley's LB Position: Q2 2026 in Review

Morgan Stanley reduced its LandBridge Co (LB) stake by 50% in Q2 2026, selling an estimated $51.1M and leaving 731,836 shares worth $58M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Morgan Stanley first reported a position in LB in Q3 2024 and has held it in 8 quarters since. The position peaked at $312M in Q2 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Morgan Stanley held 731,836 shares of LandBridge Co worth $58M as of Q2 2026.
Morgan Stanley sold 743,991 LandBridge Co shares in Q2 2026, an estimated $51.1M.
LandBridge Co made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2080 holding.
Morgan Stanley first reported a position in LandBridge Co in Q3 2024 and has held it in 8 quarters since.
Morgan Stanley's LandBridge Co position peaked at $312M in Q2 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.