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LB

LandBridge Co
LB

187 hedge funds and large institutions have $1.89B invested in LandBridge Co in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 20

141% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 32

106% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $9.39M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

38% more capital invested

Capital invested by funds: $1.37B → $1.89B (+$517M)

25% more funds holding

Funds holding: 150 → 187 (+37)

11.94% less ownership

Funds ownership: 110.04% → 98.1% (-12%)

Holders
187
Holders Change
+37
Holders Change %
+24.67%
% of All Funds
2.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
60
Increased
77
Reduced
32
Closed
20
Calls
$19.3M
Puts
$9.39M
Net Calls
+$9.91M
Net Calls Change
+$11.2M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$31.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$26.7M
4
UBS Group
UBS Group
Switzerland
+$22.8M
5
ACM
Ashford Capital Management
Delaware
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$217M
2
AAS
Annex Advisory Services
Wisconsin
-$16.8M
3
Goldman Sachs
Goldman Sachs
New York
-$12.1M
4
Millennium Management
Millennium Management
New York
-$8.4M
5
CCM
Cinctive Capital Management
New York
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
1
First Manhattan
New York
$487M +$12.4M +195,289 +3%
HKAM
2
Horizon Kinetics Asset Management
New York
$391M +$913K +14,368 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$102M -$217M -3,419,165 -70%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.2M +$33.1M +521,080 +64%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$85.6M +$78.8M +1,239,898 New
William Blair Investment Management
6
William Blair Investment Management
Illinois
$61.3M +$12.5M +197,175 +29%
UBS Group
7
UBS Group
Switzerland
$43.7M +$22.8M +358,318 +130%
HRCM
8
Hood River Capital Management
Florida
$42.9M +$254 +4 +0%
SIC
9
Schwartz Investment Counsel
Michigan
$40.9M – – –
Marshall Wace
10
Marshall Wace
United Kingdom
$38.8M +$26.7M +419,556 +294%
Two Sigma Investments
11
Two Sigma Investments
New York
$37.7M +$31.9M +501,431 +1,138%
DDC
12
DF Dent & Co
Maryland
$34.4M +$3.74M +58,815 +13%
CA
13
Cortland Associates
Missouri
$27.5M -$608K -9,572 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$25.1M -$1.6M -25,191 -6%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$19M +$418K +6,577 +2%
MRI
16
Mad River Investors
Massachusetts
$18.4M +$219K +3,451 +1%
ACM
17
Ashford Capital Management
Delaware
$17.2M +$15.8M +248,540 New
OCPWS
18
One Charles Private Wealth Services
Massachusetts
$16.3M -$59.9K -942 -0.4%
SSCM
19
Summit Street Capital Management
New York
$15.7M – – –
MC
20
Moors & Cabot
Massachusetts
$15.5M +$1.14M +17,877 +9%
Jane Street
21
Jane Street
New York
$14.8M +$7.16M +112,666 +110%
ECM
22
EagleClaw Capital Management
Massachusetts
$14.4M +$513K +8,075 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$14.1M -$1.3M -20,497 -9%
Wells Fargo
24
Wells Fargo
California
$13M +$3.39M +53,389 +40%
HighTower Advisors
25
HighTower Advisors
Illinois
$10.8M +$2.94M +46,283 +42%
1
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LB Hedge Fund Activity: Q1 2026 in Review

187 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q1 2026, worth a combined $1.89B — up 38% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LB positions and 20 closed out — a net gain of 40 holders — while 77 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.1M. The largest seller was Morgan Stanley, cutting an estimated $217M.

  • 187 institutional investors held LandBridge Co (LB) as of Q1 2026, up from 150 in Q4 2025.
  • Funds reported $1.89B of LandBridge Co stock for Q1 2026, up 38% quarter-over-quarter.
  • 60 funds opened new LandBridge Co positions in Q1 2026 and 20 closed out, a net change of +40 holders.
  • The largest LandBridge Co buyer in Q1 2026 was Fidelity Investments, an estimated $33.1M added.
  • The largest LandBridge Co seller in Q1 2026 was Morgan Stanley, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.