WBI · NYSE · Oil & Gas Equipment & Services

WaterBridge Infrastructure (WBI)

Operates long-term produced-water and energy-waste infrastructure for U.S. oil and gas producers.

$29.19
vs last close−0.37 (−1.25%)

13F · 13D/G · Form 4

Institutions≈ 58.09%71.72M shares
171 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders42.73%52.76M shares
10 holders · as of Sep 22, 2026
Strategic holders27.70%34.20M shares
3 holders · as of Jun 26, 2026
Adds to128.52%

123.46M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (123.46M in the company's Sep 23, 2026 report, 47.02M elsewhere); stakes use the report.

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 128.52%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
David N. Capobianco1Insiderdirector, 10 percent owner
41.93%51.76M Bfiled Jun 22, 2026
WPX Energy Permian, LLCStrategic10 percent owner
14.38%17.76M Bfiled Sep 22, 2025
Devon Energy Corp/DEInstitution
12.96%16.00M Aas of Jun 30, 2026
WBR Holdings LLC2,3Strategic10 percent owner
10.57%13.04M Bfiled Jun 26, 2026
Alps Advisors IncInstitution
7.98%9.85M Aas of Jun 30, 2026
Horizon Kinetics Asset Management LLCInstitution
6.20%7.65M Aas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
4.35%5.38M Aas of Jun 30, 2026
FMR LLCInstitution
3.13%3.87M Aas of Jun 30, 2026
GIC Private LtdStrategic
2.75%3.40Mfiled Nov 6, 2025
Hood River Capital Management LLCInstitution
1.59%1.96M Aas of Jun 30, 2026
UBS Group AGInstitution
1.57%1.94M Aas of Jun 30, 2026
Schwartz Investment Counsel IncInstitution
1.36%1.68M Aas of Jun 30, 2026
Capital Research Global InvestorsInstitution
1.21%1.50M Aas of Jun 30, 2026
Tensile Capital Management LPInstitution
0.88%1.08M Aas of Jun 30, 2026
Ameriprise Financial IncInstitution
0.87%1.07M Aas of Jun 30, 2026
Emory UniversityInstitution
0.81%1.00M Aas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.73%905,080 Aas of Jun 30, 2026
Balyasny Asset Management L.P.Institution
0.67%831,453 Aas of Jun 30, 2026
Jennison Associates LLCInstitution
0.67%821,534 Aas of Jun 30, 2026
First Manhattan Co. LLC.Institution
0.65%803,720 Aas of Jun 30, 2026
William Blair Investment Management, LLCInstitution
0.63%783,780 Aas of Jun 30, 2026
Marshall Wace, LLPInstitution
0.57%705,798 Aas of Jun 30, 2026
Hill City Capital, LPInstitution
0.57%700,000 Aas of Jun 30, 2026
Ranger Investment Management, L.P.Institution
0.55%682,262 Aas of Jun 30, 2026
Cushing Asset Management, LPInstitution
0.50%620,000 Aas of Jun 30, 2026
  1. David N. Capobianco reports a block also reported by Hood River Capital Management LLC; it is counted once, under Hood River Capital Management LLC.
  2. WBR Holdings LLC's transaction reports restate only vehicles that traded; the 2026 ownership statement (13.04M) is used instead.
  3. WBR Holdings LLC reports a block also reported by David N. Capobianco; it is counted once, under David N. Capobianco.

13F, as of Jun 30, 2026

171 holders · 71.72M shares · 47 new positions · 101 increased · 43 reduced · 38 closed

HolderShares% of companyChg q/qFiled
Devon Energy Corp/DE16.00M12.96%−1.76MAug 13, 2026
Alps Advisors Inc9.85M7.98%+9.85MnewJul 29, 2026
Horizon Kinetics Asset Management LLC7.65M6.20%+308.1KAug 11, 2026
T. Rowe Price Investment Management, Inc.5.38M4.35%+3.22MAug 14, 2026
FMR LLC3.87M3.13%−94.5KAug 13, 2026
Hood River Capital Management LLC1.96M1.59%+1.34MAug 14, 2026
UBS Group AG1.94M1.57%+1.61MAug 13, 2026
Schwartz Investment Counsel Inc1.68M1.36%+78.8KJul 27, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Devon WB Holdco L.L.C.29.10%17.76M13GNov 13, 2025
WBR Holdings LLC20.90%13.04M13GJun 26, 2026
Horizon Kinetics Asset Management LLC17.00%7.34M13GApr 29, 2026
T. Rowe Price Investment Management, Inc.11.40%5.38M13GJul 8, 2026
FMR LLC8.50%3.69M13GNov 5, 2025
ALPS Advisors, Inc.7.98%9.85M13GJul 9, 2026
GIC Private Ltd7.90%3.40M13GNov 6, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 22, 2026
Devon Energy Corp/DE10 percent owner
Sale1,755,174$30.050
Jun 22, 2026
David N. Capobiancodirector, 10 percent owner:
Sale5,894,826$30.051,980,921
Jun 22, 2026
WBR Holdings LLC10 percent owner
Sale5,894,826$30.051,980,921
Jun 22, 2026
WaterBridge Resources LLC10 percent owner
Sale5,894,826$30.051,980,921
Jan 6, 2026
Michael Howard JR Reitzofficer: See Remarks
Purchase4,865$20.4999,865
Jan 5, 2026
Harrison Fenner Bollingofficer: See Remarks
Purchase2,000$19.9872,000
Jan 5, 2026
Jason Thomas Longdirector, officer: Chief Executive Officer
Purchase5,000$19.84142,500
Jan 6, 2026
Scott Lloyd McNeelyofficer: See Remarks
Purchase1,278$19.5676,278

House and Senate disclosures

Not reported.