78% buyers of institutions opening or closing positions this quarter
50 more new buyers than exits, ownership rose 53.09 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
78% buyers of institutions opening or closing positions this quarter
99.1% institutional ownership
DEVON ENERGY CORP/DE portfolio allocation
Institutional ownership vs industry peers
No Form 4 insider transactions on file
Latest positioning in WBI across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WBI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DEVON ENERGY CORP/DE | 17.8M | $475.7M | — | 37.768% | 100.00% |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | 7.3M | $196.7M | +7.4% | 15.616% | 2.13% |
| 3 | FMR LLC | 4.0M | $106.2M | -1.9% | 8.431% | 0.01% |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | 1.6M | $42.9M | +15.7% | 3.409% | 1.53% |
| 5 | AMERIPRISE FINANCIAL INC | 1.2M | $31.6M | -6.6% | 2.509% | 0.01% |
| 6 | EMORY UNIVERSITY | 1.0M | $26.8M | 0.0% | 2.127% | 10.02% |
| 7 | Tensile Capital Management LP | 985K | $26.4M | +86.2% | 2.094% | 3.78% |
| 8 | CITADEL ADVISORS LLC | 963K | $25.8M | — | 2.048% | 0.00% |
| 9 | Ranger Investment Management, L.P. | 925K | $24.8M | +59.7% | 1.966% | 1.79% |
| 10 | FIRST MANHATTAN CO | 804K | $21.5M | 0.0% | 1.709% | 0.06% |
| 11 | WESTWOOD HOLDINGS GROUP INC | 743K | $19.9M | +21.7% | 1.581% | 0.15% |
| 12 | Hill City Capital, LP | 700K | $18.8M | 0.0% | 1.489% | 0.67% |
| 13 | MARSHALL WACE, LLP | 673K | $18.0M | +334.6% | 1.431% | 0.02% |
| 14 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 642K | $17.2M | — | 1.365% | 0.60% |
| 15 | MORGAN STANLEY | 642K | $17.2M | -43.0% | 1.365% | 0.00% |
| 16 | FEDERATED HERMES, INC. | 633K | $17.0M | 0.0% | 1.346% | 0.03% |
| 17 | Hood River Capital Management LLC | 621K | $16.6M | +2.0% | 1.320% | 0.17% |
| 18 | LOOMIS SAYLES & CO L P | 601K | $16.1M | — | 1.277% | 0.02% |
| 19 | Cinctive Capital Management LP | 589K | $15.8M | -43.2% | 1.253% | 1.03% |
| 20 | MILLENNIUM MANAGEMENT LLC | 574K | $15.4M | -61.7% | 1.220% | 0.01% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 465K | $12.5M | +131.1% | 0.989% | 0.02% |
| 22 | REAVES W H & CO INC | 450K | $12.1M | 0.0% | 0.957% | 0.20% |
| 23 | Walleye Capital LLC | 365K | $9.8M | +254.1% | 0.777% | 0.04% |
| 24 | UBS Group AG | 328K | $8.8M | +38.3% | 0.697% | 0.00% |
| 25 | JENNISON ASSOCIATES LLC | 324K | $8.7M | +5.6% | 0.689% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WBI — a direct measure of their conviction.
Filings activity in WBI during Q1 2026, grouped by how each filer changed its position.
3 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 152 | +49% | 99.10% | +53.09 pp | $1.42B | +111% |
| Q4 2025 | 102 | 13% | 46.01% | 12.91 pp | $674M | 22% |
| Q3 2025 | 117 | — | 58.92% | — | $863M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for WBI.
Quick answers to the most common questions about buying WBI stock.
Based on Q1 2026 13F filings, institutional ownership of WaterBridge Infrastructure LLC stands at 99.1%, held across 152 reporting institutions.
DEVON ENERGY CORP/DE is the largest reported institutional holder of WBI, with approximately 17,757,225 shares worth $0.48B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of WBI, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for WBI is 78 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
69 institutions opened new positions in WBI during Q1 2026, while 19 fully exited. 68 added to existing positions and 15 trimmed.
WBI institutional ownership rose by 53.09 percentage points quarter-over-quarter, with a net change of +50 holders.
The top 10 institutions account for 68.8% of all reported 13F value in WBI, and the top 25 account for 84.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.