Filing Research | LANDBRIDGE COMPANY LLC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	One Charles Private Wealth Services, LLC	Shares	224.2KSH	$17.8M
2	VIKING FUND MANAGEMENT LLC	Shares	56.0KSH	$4.4M
3	Annex Advisory Services, LLC	Shares	33.5KSH	$2.7M
4	Ipswich Investment Management Co., Inc.	Shares	28.9KSH	$2.3M
5	FENIMORE ASSET MANAGEMENT INC	Shares	26.0KSH	$2.1M
6	Malaga Cove Capital, LLC	Shares	15.0KSH	$1.2M
7	SIERRA SUMMIT ADVISORS LLC	Shares	14.2KSH	$1.1M
8	Apollon Wealth Management, LLC	Shares	12.7KSH	$1.0M
9	ATTICUS WEALTH MANAGEMENT, LLC	Shares	5.8KSH	$461.1K
10	BOURGEON CAPITAL MANAGEMENT LLC	Shares	5.7KSH	$451.0K
11	Linden Thomas Advisory Services, LLC	Shares	5.6KSH	$445.1K
12	B. Riley Wealth Advisors, Inc.	Shares	5.6KSH	$392.6K
13	Composition Wealth, LLC	Shares	3.8KSH	$297.4K
14	Corecam Pte. Ltd.	Shares	3.5KSH	$278.9K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.4KSH	$266.2K
16	Wealthcare Advisory Partners LLC	Shares	3.2KSH	$254.1K
17	Blue Trust, Inc.	Shares	1.7KSH	$135.5K
18	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.5KSH	$117.7K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.2KSH	$85.9K
20	Fairway Wealth LLC	Shares	777SH	$61.6K
21	Financial Management Professionals, Inc.	Shares	331SH	$26.3K
22	Founders Capital Management	Shares	300SH	$23.8K
23	EverSource Wealth Advisors, LLC	Shares	294SH	$23.3K
24	WEST PACES ADVISORS INC.	Shares	120SH	$9.5K
25	SIMS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$7.9K
26	Triumph Capital Management	Shares	100SH	$7.9K
27	IFP Advisors, Inc	Shares	50SH	$4.0K
28	TOTH FINANCIAL ADVISORY CORP	Shares	18SH	$1.4K
29	SBI Securities Co., Ltd.	Shares	15SH	$1.2K
30	Farther Finance Advisors, LLC	Shares	1SH	$79

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	FENIMORE ASSET MANAGEMENT INC new	Shares	+26.0K	+$2.1M	$2.1M
2	One Charles Private Wealth Services, LLC trimmed	Shares	-11.6K	+$1.5M	$17.8M
3	SIERRA SUMMIT ADVISORS LLC new	Shares	+14.2K	+$1.1M	$1.1M
4	Annex Advisory Services, LLC added	Shares	+3.6K	+$586.5K	$2.7M
5	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$570.6K	$4.4M
6	Composition Wealth, LLC new	Shares	+3.8K	+$297.4K	$297.4K
7	Corecam Pte. Ltd. new	Shares	+3.5K	+$278.9K	$278.9K
8	Wealthcare Advisory Partners LLC new	Shares	+3.2K	+$254.1K	$254.1K
9	Ipswich Investment Management Co., Inc. trimmed	Shares	-1.5K	+$190.9K	$2.3M
10	Malaga Cove Capital, LLC trimmed	Shares	-182	+$140.0K	$1.2M
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.2K	+$84.0K	$85.9K
12	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+80	+$64.8K	$461.1K
13	BOURGEON CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$58.0K	$451.0K
14	Linden Thomas Advisory Services, LLC trimmed	Shares	-57	+$53.3K	$445.1K
15	B. Riley Wealth Advisors, Inc. added	Shares	+400	+$37.5K	$392.6K
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$34.2K	$266.2K
17	Blue Trust, Inc. trimmed	Shares	-8	+$16.9K	$135.5K
18	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$15.1K	$117.7K
19	WEST PACES ADVISORS INC. new	Shares	+120	+$9.5K	$9.5K
20	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+100	+$7.9K	$7.9K
21	Fairway Wealth LLC unchanged	Shares	0	+$7.9K	$61.6K
22	Founders Capital Management unchanged	Shares	0	+$3.1K	$23.8K
23	Triumph Capital Management trimmed	Shares	-2	+$881	$7.9K
24	IFP Advisors, Inc unchanged	Shares	0	+$510	$4.0K
25	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$184	$1.4K
26	Farther Finance Advisors, LLC trimmed	Shares	-6	-$384	$79
27	SBI Securities Co., Ltd. trimmed	Shares	-8	-$399	$1.2K
28	Financial Management Professionals, Inc. trimmed	Shares	-162	-$7.8K	$26.3K
29	EverSource Wealth Advisors, LLC trimmed	Shares	-224	-$12.5K	$23.3K
30	Apollon Wealth Management, LLC trimmed	Shares	-2.2K	-$25.6K	$1.0M
31	Key Client Fiduciary Advisors, LLC exited	CALL	-1.5K	-$103.6K	$0
32	Avidian Wealth Enterprises, LLC exited	Shares	-4.0K	-$277.2K	$0
33	Y-Intercept (Hong Kong) Ltd exited	Shares	-4.4K	-$306.5K	$0
34	Key Client Fiduciary Advisors, LLC exited	Shares	-25.8K	-$1.8M	$0