WBI Institutional Ownership & Shareholders

WaterBridge Infrastructure LLC (WBI) is currently held by 154 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Devon Energy Corp/De is currently the largest disclosed institutional shareholder of WBI tracked by InsiderSet, reporting ownership valued at approximately $548.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $449.50M, representing an estimated loss of -18.03% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed WBI value among the investors covered in this analysis. Major shareholders include Devon Energy Corp/De, Alps Advisors Inc, Horizon Kinetics Asset Management Llc, and several other long-term asset managers with concentrated positions in WaterBridge Infrastructure LLC (WBI).

This page ranks the largest institutional WBI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

154

Total Reported Value

$2.43B

Largest Holder

Devon Energy Corp/De

Largest Position

$548.39M

Insider Transactions (90d)

9

Latest Filing Quarter

Q2 2026

New Institutional Positions

123

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Devon Energy Corp/De34.43%16,002,051$548,390,288$449,497,613-$98,892,675-18.03%
Alps Advisors Inc1.58%9,851,493$337,610,665$276,728,438-$60,882,227-18.03%
Horizon Kinetics Asset Management Llc2.97%7,650,237$262,173,624$214,895,157-$47,278,467-18.03%
T. Rowe Price Investment Management, Inc.0.12%5,375,063$184,204,000$150,985,520-$33,218,480-18.03%
Fmr Llc0.01%3,869,296$132,600,774$108,688,525-$23,912,249-18.03%
Hood River Capital Management Llc0.49%1,960,405$67,183,079$55,067,776-$12,115,303-18.03%
Ubs Group Ag0.01%1,935,231$66,320,366$54,360,639-$11,959,727-18.03%
Capital Research Global Investors0.01%1,497,559$51,321,347$42,066,432-$9,254,915-18.03%
Schwartz Investment Counsel Inc1.62%1,654,594$46,527,183$46,477,545-$49,638-0.11%
Tensile Capital Management Lp5.12%1,082,533$37,098,406$30,408,352-$6,690,054-18.03%
Ameriprise Financial Inc0.01%1,074,786$36,832,899$30,190,739-$6,642,160-18.03%
Emory University21.44%1,001,685$34,327,745$28,137,332-$6,190,413-18.03%
Jpmorgan Chase & Co0.00%905,080$30,139,164$25,423,697-$4,715,467-15.65%
Balyasny Asset Management L.P.0.05%831,453$28,493,894$23,355,515-$5,138,379-18.03%
Jennison Associates Llc0.02%821,534$28,153,979$23,076,890-$5,077,089-18.03%
First Manhattan Co. Llc.0.07%803,720$27,543,484$22,576,495-$4,966,989-18.03%
William Blair Investment Management, Llc0.08%783,780$26,860,141$22,016,380-$4,843,761-18.03%
Marshall Wace, Llp0.02%705,798$24,187,699$19,825,866-$4,361,833-18.03%
Hill City Capital, Lp0.56%700,000$23,989,000$19,663,000-$4,326,000-18.03%
Ranger Investment Management, L.P.1.48%682,262$23,381,119$19,164,740-$4,216,379-18.03%
Goldman Sachs Group Inc0.00%600,225$20,569,711$16,860,320-$3,709,391-18.03%
Loomis Sayles & Co L P0.03%599,413$20,541,883$16,837,511-$3,704,372-18.03%
Federated Hermes, Inc.0.03%590,000$20,219,300$16,573,100-$3,646,200-18.03%
Westwood Holdings Group Inc0.14%547,482$18,762,208$15,378,769-$3,383,439-18.03%
Cushing Asset Management, Lp Dba Nxg Investment Management0.85%660,000$18,559,200$18,539,400-$19,800-0.11%
Silvercrest Asset Management Group Llc0.12%532,269$18,240,859$14,951,436-$3,289,423-18.03%
Two Sigma Investments, Lp0.01%495,644$16,985,720$13,922,640-$3,063,080-18.03%
Morgan Stanley0.00%414,516$14,205,463$11,643,754-$2,561,709-18.03%
Westend Capital Management, Llc2.62%333,660$11,434,528$9,372,509-$2,062,019-18.03%
Raymond James Financial Inc0.00%322,633$11,056,632$9,062,761-$1,993,871-18.03%
Artisan Partners Limited Partnership0.02%313,978$10,760,026$8,819,642-$1,940,384-18.03%
Millennium Management Llc0.01%292,882$10,037,066$8,227,055-$1,810,011-18.03%
Bnp Paribas Financial Markets0.00%264,698$9,071,200$7,435,367-$1,635,833-18.03%
Seven Grand Managers, Llc0.34%250,000$8,567,500$7,022,500-$1,545,000-18.03%
Moors & Cabot, Inc.0.32%240,869$8,254,585$6,766,010-$1,488,575-18.03%
Mad River Investors3.08%268,751$7,557,272$7,549,216-$8,056-0.11%
Sei Investments Co0.01%218,840$7,499,647$6,147,216-$1,352,431-18.03%
Eagleclaw Capital Managment, Llc0.94%203,650$6,979,086$5,720,529-$1,258,558-18.03%
Ghisallo Capital Management Llc0.13%200,000$6,854,000$5,618,000-$1,236,000-18.03%
Russell Investments Group, Ltd.0.01%197,302$6,761,566$5,542,213-$1,219,353-18.03%
Cinctive Capital Management Lp0.27%197,078$6,753,863$5,535,921-$1,217,942-18.03%
Td Asset Management Inc0.01%179,210$6,141,527$5,034,009-$1,107,518-18.03%
Blackrock, Inc.0.00%178,290$6,109,999$5,008,166-$1,101,833-18.03%
Royal Bank Of Canada0.00%172,405$5,907,000$4,842,856-$1,064,144-18.01%
Tocqueville Asset Management L.P.0.08%170,715$5,850,403$4,795,384-$1,055,019-18.03%
Reaves W H & Co Inc0.09%170,000$5,825,900$4,775,300-$1,050,600-18.03%
King Luther Capital Management Corp0.02%163,640$5,607,943$4,596,648-$1,011,295-18.03%
Burkehill Global Management, Lp0.19%150,000$5,140,500$4,213,500-$927,000-18.03%
Commonwealth Equity Services, Llc0.01%149,246$5,114,660$4,192,320-$922,340-18.03%
First Trust Advisors Lp0.00%147,604$5,058,389$4,146,196-$912,193-18.03%
Showing 50 of 152

Frequently asked questions about WBI

  • Who are the largest institutional holders of WBI?

    The largest institutional holders of WBI reported in the latest SEC Form 13F filings include Devon Energy Corp/De, Alps Advisors Inc, Horizon Kinetics Asset Management Llc, T. Rowe Price Investment Management, Inc., and Fmr Llc. InsiderSet ranks institutional holders by their latest reported WBI position.

  • What is WBI institutional ownership?

    This page tracks WBI positions reported by institutional investment managers through SEC Form 13F. WaterBridge Infrastructure LLC (WBI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WBI?

    InsiderSet currently tracks 154 institutional managers reporting WBI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WBI shareholders.

  • How much WBI stock do institutions own?

    Institutional investment managers disclosed approximately $2.43B in WBI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WBI institutional ownership last updated?

    The latest WBI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WBI holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WBI position after the reporting date.

  • Are institutions buying or selling WBI?

    Institutional buying and selling can be analyzed by comparing WBI positions across consecutive 13F reporting periods. InsiderSet's WBI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WBI ownership changes.

  • How has WBI institutional ownership changed over time?

    InsiderSet tracks WBI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.