WBI · Company research
WaterBridge Infrastructure LLC (WBI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40487 | 1387505 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 333660 | 11434528 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Lionsbridge Wealth Management LLC | 1800533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5860 | 200822 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2710 | 92871 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36869 | 1263501 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13700 | 469499 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1497559 | 51321347 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179210 | 6141527 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11125 | 381254 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Devon Energy Corp/DE | 1090012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16002051 | 548390288 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9687 | 331973 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 17135 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6014 | 206100 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Artisan Partners Limited Partnership | 1466153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 313978 | 10760026 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3105040 | 106409721 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779 | 26696 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 1056823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7650237 | 262173624 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 41124 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2470 | 84647 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218840 | 7499647 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80900 | 2772443 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268221 | 9191919 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1893343 | 64884865 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62500 | 2141875 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199 | 6820 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BOURGEON CAPITAL MANAGEMENT LLC | 1088731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14600 | 500342 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364 | 12474 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 883961 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170715 | 5850403 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Composition Wealth, LLC | 1585859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7279 | 249451 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35663 | 1222171 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Benin Management CORP | 1352871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25580 | 876627 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Moors & Cabot, Inc. | 1607239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240869 | 8254585 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29016 | 994378 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9000 | 308430 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70502 | 2416104 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 783780 | 26860141 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14395 | 493317 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Beacon Pointe Advisors, LLC | 1744317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32056 | 1098560 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18025 | 617735 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291 | 9973 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80200 | 2748454 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149246 | 5114660 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20466 | 701366 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162000 | 5551740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 497956 | 17064952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KING LUTHER CAPITAL MANAGEMENT CORP | 310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 163640 | 5607943 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9998 | 342632 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 3427 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| T. Rowe Price Investment Management, Inc. | 1897612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5375063 | 184204 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EagleClaw Capital Managment, LLC | 1607636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203650 | 6979086 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21800 | 747086 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Institute for Wealth Management, LLC. | 1533954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1333 | 45682 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| EMORY UNIVERSITY | 1377635 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1001685 | 34327745 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Burkehill Global Management, LP | 1904549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 5140500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST MANHATTAN CO. LLC. | 728083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 803720 | 27543484 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14062 | 481905 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5604 | 186613 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4776 | 163674 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24121 | 826627 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1084 | 37149 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KEYBANK NATIONAL ASSOCIATION/OH | 1089877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6656 | 228101 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9243 | 316758 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1081 | 37046 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1559 | 52289 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83400 | 2858118 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8867 | 303872 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11641 | 398937 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tensile Capital Management LP | 1598843 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1082533 | 37098406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 6854 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13993 | 479540 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEVEN GRAND MANAGERS, LLC | 1909126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250000 | 8567500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73417 | 2515987 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Militia Capital Management LLC | 2130487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49500 | 1696365 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 495644 | 16985720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SCHWARTZ INVESTMENT COUNSEL INC | 909151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1681789 | 57634909 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PROMETHIUM ADVISORS,LLC | 2034073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74876 | 2566012 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 831453 | 28493894 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 666 | 22824 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Thompson David Blair | 2150492 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16830 | 576764 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 2228 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.