Position in LBRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,696,483
+$26,849,844 QoQ
Shares Held
1,968,628
+21.8% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.64487551736539.ToString("F0")%
Shared 0.ToString("F0")%
None 14.355124482634608.ToString("F0")%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026MORGAN STANLEY holds $4,844,212,727 across 44 Oil & Gas Equipment & Services names. LBRT ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
40,159,562 | $2,063,799,883 | |
| 2 | BKR |
Baker Hughes Co
|
12,955,827 | $790,953,230 | |
| 3 | HAL |
Halliburton Co
|
17,258,914 | $672,925,052 | |
| 4 | FTI |
TechnipFMC plc
|
3,124,767 | $216,015,136 | |
| 5 | LB |
LandBridge Co LLC
|
1,475,827 | $101,905,851 | |
| 6 | SEI |
Solaris Energy Infrastructure, Inc.
|
1,707,455 | $96,488,278 | |
| 7 | AROC |
Archrock, Inc.
|
2,186,565 | $76,092,458 | |
| 8 | USAC |
USA Compression Partners, LP
|
2,805,009 | $76,071,843 |
All Filings in LBRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,696,483 | 1,968,628 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,846,639 | 1,616,828 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $20,390,957 | 1,652,428 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $21,015,790 | 1,830,644 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,192,694 | 1,338,768 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,225,138 | 1,519,615 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $39,586,434 | 2,073,674 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $38,060,134 | 1,821,931 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $38,123,450 | 1,839,935 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $23,973,003 | 1,321,555 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,115,085 | 1,410,102 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,700,233 | 1,997,026 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,584,527 | 1,528,847 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,467,272 | 653,796 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,624,050 | 601,266 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,241,326 | 880,982 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,076,125 | 207,566 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,533,017 | 261,136 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,164,331 | 95,988 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,415,704 | 664,951 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,917,323 | 258,399 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $659,746 | 63,991 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $224,430 | 28,089 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $121,052 | 22,090 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,938 | 6,297 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||