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LSB Industries, Inc.

LXU
Exchange
NYSE
Industry
Industrial Inorganic Chemicals
SEC CIK
0000060714

In the last 90 days, LSB Industries, Inc. insiders filed 2 open-market purchases and 0 sales; 200 institutions reported holding it in 13F filings for Q2 2026, worth $558.2M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in LSB Industries, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
200
+13 vs. Q1 2026
Shares held
51.6M
+2.23M (+4.5%) vs. Q1 2026
Total value
$558.2M
−$177.9M (−24.2%) vs. Q1 2026
New holders
49
82 more added
Sold out
36
50 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LXU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 200 institutions
Q1 2021: 57 institutionsQ2 2021: 54 institutionsQ3 2021: 72 institutionsQ4 2021: 79 institutionsQ1 2022: 108 institutionsQ2 2022: 116 institutionsQ3 2022: 140 institutionsQ4 2022: 164 institutionsQ1 2023: 154 institutionsQ2 2023: 151 institutionsQ3 2023: 140 institutionsQ4 2023: 138 institutionsQ1 2024: 138 institutionsQ2 2024: 130 institutionsQ3 2024: 131 institutionsQ4 2024: 129 institutionsQ1 2025: 135 institutionsQ2 2025: 127 institutionsQ3 2025: 138 institutionsQ4 2025: 149 institutionsQ1 2026: 189 institutionsQ2 2026: 200 institutions
Value heldQ2 2026: $558.2M
Q1 2021: $47.9MQ2 2021: $78.6MQ3 2021: $531.9MQ4 2021: $780.0MQ1 2022: $1.60BQ2 2022: $1.05BQ3 2022: $670.6MQ4 2022: $533.0MQ1 2023: $424.3MQ2 2023: $381.9MQ3 2023: $405.4MQ4 2023: $361.8MQ1 2024: $335.0MQ2 2024: $296.5MQ3 2024: $417.8MQ4 2024: $282.7MQ1 2025: $250.6MQ2 2025: $310.7MQ3 2025: $323.8MQ4 2025: $339.4MQ1 2026: $736.1MQ2 2026: $558.2M
Institutions holding LXU and their total value by quarter
QuarterHoldersValue
Q2 2026200$558.2M
Q1 2026189$736.1M
Q4 2025149$339.4M
Q3 2025138$323.8M
Q2 2025127$310.7M
Q1 2025135$250.6M
Q4 2024129$282.7M
Q3 2024131$417.8M
Q2 2024130$296.5M
Q1 2024138$335.0M
Q4 2023138$361.8M
Q3 2023140$405.4M
Q2 2023151$381.9M
Q1 2023154$424.3M
Q4 2022164$533.0M
Q3 2022140$670.6M
Q2 2022116$1.05B
Q1 2022108$1.60B
Q4 202179$780.0M
Q3 202172$531.9M
Q2 202154$78.6M
Q1 202157$47.9M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q1 2026.

Institutions holding LXU in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,699,495$50.8M0.00%+635,339+15.6%Added
American Century Companies Inc3,205,231$34.6M0.02%+909,230+39.6%Added
First Eagle Investment Management, LLC2,837,800$30.7M0.03%+1,752,800+161.5%Added
Vanguard Capital Management LLC2,510,165$27.1M0.00%+265,848+11.8%Added
Dimensional Fund Advisors LP2,425,322$26.2M0.00%−6,614−0.3%Reduced
Robotti Robert2,119,699$22.9M3.70%−4000.0%Reduced
Renaissance Technologies LLC1,748,406$18.9M0.03%−44,100−2.5%Reduced
Systematic Financial Management LP1,671,625$18.1M0.36%−73,579−4.2%Reduced
Arrowstreet Capital, Limited Partnership1,560,506$16.9M0.01%+791,498+102.9%Added
Qube Research & Technologies Ltd1,533,049$16.6M0.02%+1,082,302+240.1%Added
CastleKnight Management LP1,494,391$16.2M0.59%−18,925−1.3%Reduced
Geode Capital Management, LLC1,468,036$15.9M0.00%+153,271+11.7%Added
State Street Corp1,304,343$14.1M0.00%+173,034+15.3%Added
T. Rowe Price Investment Management, Inc.1,252,441$13.5M0.01%+234,478+23.0%Added
Citadel Advisors LLC1,087,599$11.8M0.01%+270,036+33.0%Added
Morgan Stanley1,043,524$11.3M0.00%+235,303+29.1%Added
Two Sigma Investments, LP955,862$10.3M0.01%+420,567+78.6%Added
Charles Schwab Investment Management Inc880,489$9.52M0.00%−49,362−5.3%Reduced
Vanguard Portfolio Management LLC777,568$8.41M0.00%+323,784+71.4%Added
Acadian Asset Management LLC593,716$6.41M0.01%+436,916+278.6%Added
JPMorgan Chase & Co577,203$6.20M0.00%−6,869−1.2%Reduced
Bridgeway Capital Management, LLC566,062$6.12M0.11%+16,204+2.9%Added
Hillsdale Investment Management Inc.556,520$6.02M0.14%+260,140+87.8%Added
Northern Trust Corp549,611$5.94M0.00%+121,119+28.3%Added
Norges Bank544,900$5.89M0.00%+544,900New
Cerity Partners LLC512,983$5.55M0.01%−11,598−2.2%Reduced
Marshall Wace, LLP428,916$4.64M0.00%+6,502+1.5%Added
Seldon Capital LP423,929$4.58M1.43%+270,611+176.5%Added
Goldman Sachs Group Inc396,010$4.28M0.00%+45,072+12.8%Added
Third Avenue Management LLC381,096$4.12M0.66%00.0%Unchanged
Panagora Asset Management Inc364,336$3.94M0.01%+364,336New
LPL Financial LLC360,253$3.89M0.00%+170,305+89.7%Added
Vanguard Fiduciary Trust Co359,584$3.89M0.00%+8,840+2.5%Added
Empowered Funds, LLC355,662$3.84M0.02%+16,204+4.8%Added
Squarepoint Ops LLC348,123$3.76M0.01%+268,939+339.6%Added
BNP Paribas Arbitrage, SA320,439$3.46M0.00%+32,324+11.2%Added
Point72 Asset Management, L.P.316,954$3.43M0.01%−232,372−42.3%Reduced
UBS Group AG285,270$3.08M0.00%−52,732−15.6%Reduced
Susquehanna International Group, LLP284,114$3.07M0.00%−2,076,421−88.0%Reduced
Kennedy Capital Management, Inc.279,882$3.03M0.05%−5,118−1.8%Reduced
Man Group plc270,918$2.93M0.01%+270,918New
Glenorchy Capital Ltd266,876$2.88M1.80%+12,110+4.8%Added
Tudor Investment Corp Et Al256,136$2.77M0.01%−67,405−20.8%Reduced
Lazard Asset Management LLC233,828$2.53M0.00%+15,081+6.9%Added
Krilogy Financial LLC223,343$2.41M0.07%+45,000+25.2%Added
HighTower Advisors, LLC221,900$2.40M0.00%−35,229−13.7%Reduced
Jane Street Group, LLC218,671$2.36M0.00%−701,239−76.2%Reduced
HRT Financial LP209,692$2.27M0.00%−33,436−13.8%Reduced
Invesco Ltd.197,620$2.14M0.00%−11,205−5.4%Reduced
XTX Topco Ltd177,960$1.92M0.02%+51,801+41.1%Added
Bank of New York Mellon Corp177,759$1.92M0.00%+24,185+15.7%Added
Nuveen, LLC176,012$1.90M0.00%+1,478+0.8%Added
Royce & Associates LP175,601$1.90M0.02%00.0%Unchanged
State of Wisconsin Investment Board161,263$1.74M0.00%+161,263New
Numerai GP LLC156,459$1.69M0.14%+75,344+92.9%Added
Bank of America Corp153,346$1.66M0.00%−95,675−38.4%Reduced
Millennium Management LLC150,634$1.63M0.00%−364,562−70.8%Reduced
Integrated Quantitative Investments LLC146,937$1.59M0.26%+146,937New
Segall Bryant & Hamill, LLC132,534$1.43M0.02%+132,534New
CWA Asset Management Group, LLC131,951$1.43M0.04%+131,951New
Wedge Capital Management L L P122,432$1.32M0.02%+19,656+19.1%Added
Swiss National Bank111,700$1.21M0.00%+111,700New
Range Financial Group LLC109,441$1.18M0.32%+109,441New
D. E. Shaw & Co., Inc.103,132$1.11M0.00%−1,931,875−94.9%Reduced
Franklin Resources Inc97,991$1.06M0.00%+41,220+72.6%Added
International Assets Investment Management, LLC99,294$1.06M0.06%−4,808−4.6%Reduced
Engineers Gate Manager LP97,025$1.05M0.01%−153,815−61.3%Reduced
Capital Fund Management S.A.92,605$1.00M0.01%+92,605New
Gotham Asset Management, LLC92,000$994.5K0.00%+92,000New
Ironwood Investment Management LLC91,966$994.2K0.34%+6,742+7.9%Added
Citigroup Inc91,901$993.5K0.00%+1,260+1.4%Added
Rhumbline Advisers89,565$968.2K0.00%+11,669+15.0%Added
Price T Rowe Associates Inc88,136$953.0K0.00%+17,501+24.8%Added
Prudential Financial Inc82,635$893.3K0.00%+82,635New
Quantinno Capital Management LP82,578$892.7K0.00%+32,517+65.0%Added
Trexquant Investment LP81,870$885.0K0.01%−251,161−75.4%Reduced
Ardsley Advisory Partners LP75,000$810.8K0.09%+50,000+200.0%Added
Freestone Grove Partners LP74,977$810.5K0.01%+74,977New
VARCOV Co.74,863$809.3K0.31%−28,282−27.4%Reduced
Diametric Capital, LP74,003$800.0K0.09%+74,003New
Alliancebernstein L.P.52,090$776.1K0.00%00.0%Unchanged
Aristeia Capital LLC71,794$776.1K0.01%+39,822+124.6%Added
Canada Pension Plan Investment Board71,300$770.8K0.00%+25,300+55.0%Added
JB Capital Partners LP70,000$756.7K0.12%00.0%Unchanged
AQR Capital Management LLC65,878$712.1K0.00%+50,647+332.5%Added
California State Teachers Retirement System63,032$681.4K0.00%+60,118+2,063.1%Added
Pekin Hardy Strauss, Inc.62,900$679.9K0.06%−60,500−49.0%Reduced
EntryPoint Capital, LLC61,006$659.5K0.16%+4,991+8.9%Added
Deutsche Bank AG58,571$633.2K0.00%+11,059+23.3%Added
STRS Ohio58,200$629.1K0.00%+57,800+14,450.0%Added
Legato Capital Management LLC55,166$596.3K0.05%+55,166New
Campbell & CO Investment Adviser LLC54,799$592.4K0.03%−22,406−29.0%Reduced
Y-Intercept (Hong Kong) Ltd53,157$574.6K0.01%−13,132−19.8%Reduced
Wells Fargo & Company50,311$543.9K0.00%+29,026+136.4%Added
Entropy Technologies, LP48,654$526.0K0.02%+48,654New
Hennion & Walsh Asset Management, Inc.48,539$524.7K0.01%+14,769+43.7%Added
Axq Capital, LP46,682$504.6K0.05%+2,144+4.8%Added
SEI Investments Co46,083$498.2K0.00%−136,268−74.7%Reduced
Fox Run Management, L.L.C.45,598$492.9K0.08%+16,111+54.6%Added
Brevan Howard Capital Management LP44,269$478.5K0.01%+1,922+4.5%Added