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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 $542.9M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in LSB Industries, Inc. as of Dec 31, 2021. 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
79
+7 vs. Q3 2021
Shares held
70.5M
+6.09M (+9.5%) vs. Q3 2021
Total value
$778.7M
+$246.8M (+46.4%) vs. Q3 2021
New holders
18
50 more added
Sold out
11
11 more reduced

Compare with Q3 2021: 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 holdersQ4 2021: 79 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 heldQ4 2021: $778.7M
Q1 2021: $47.8MQ2 2021: $78.6MQ3 2021: $531.9MQ4 2021: $778.7MQ1 2022: $1.60BQ2 2022: $1.05BQ3 2022: $670.6MQ4 2022: $533.0MQ1 2023: $423.9MQ2 2023: $381.9MQ3 2023: $405.4MQ4 2023: $358.0MQ1 2024: $330.9MQ2 2024: $295.5MQ3 2024: $304.2MQ4 2024: $282.5MQ1 2025: $250.4MQ2 2025: $309.5MQ3 2025: $320.9MQ4 2025: $339.4MQ1 2026: $736.1MQ2 2026: $542.9M
Institutions holding LXU and their total value by quarter
QuarterHoldersValue
Q2 2026200$542.9M
Q1 2026189$736.1M
Q4 2025149$339.4M
Q3 2025138$320.9M
Q2 2025127$309.5M
Q1 2025135$250.4M
Q4 2024129$282.5M
Q3 2024131$304.2M
Q2 2024130$295.5M
Q1 2024138$330.9M
Q4 2023138$358.0M
Q3 2023140$405.4M
Q2 2023151$381.9M
Q1 2023154$423.9M
Q4 2022164$533.0M
Q3 2022140$670.6M
Q2 2022116$1.05B
Q1 2022108$1.60B
Q4 202179$778.7M
Q3 202172$531.9M
Q2 202154$78.6M
Q1 202157$47.8M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q3 2021.

Institutions holding LXU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Security Benefit Life Insurance Co54,356,127$600.6M33.63%+1,220,798+2.3%Added
Gendell Jeffrey L2,155,118$23.8M1.94%+790,610+57.9%Added
Robotti Robert1,766,451$19.5M3.96%+394,294+28.7%Added
Dimensional Fund Advisors LP1,314,687$14.5M0.00%+287,077+27.9%Added
Renaissance Technologies LLC1,277,702$14.1M0.02%+308,175+31.8%Added
Vanguard Group Inc1,229,432$13.6M0.00%+167,305+15.8%Added
Royce & Associates LP1,156,111$12.8M0.10%+171,411+17.4%Added
Invesco Ltd.702,615$7.76M0.00%+212,008+43.2%Added
BlackRock Inc.694,010$7.67M0.00%+206,440+42.3%Added
Eidelman Virant Capital515,340$5.79M2.14%+77,540+17.7%Added
Brightline Capital Management, LLC520,000$5.75M3.53%+120,000+30.0%Added
Acadian Asset Management LLC425,866$4.70M0.02%+125,429+41.7%Added
EAM Investors, LLC375,698$4.15M0.68%+204,191+119.1%Added
CastleKnight Management LP346,128$3.83M1.39%+346,128New
1492 Capital Management LLC309,486$3.42M1.70%+72,777+30.7%Added
D. E. Shaw & Co., Inc.257,055$2.84M0.00%−64,927−20.2%Reduced
Geode Capital Management, LLC246,988$2.73M0.00%+70,780+40.2%Added
EAM Global Investors LLC231,375$2.56M0.45%+231,375New
Millennium Management LLC214,086$2.37M0.00%+164,215+329.3%Added
Walthausen & Co., LLC211,330$2.33M0.61%+211,330New
HighTower Advisors, LLC196,273$2.17M0.00%+68,763+53.9%Added
Beacon Pointe Advisors, LLC144,650$1.60M0.04%+31,650+28.0%Added
Morgan Stanley137,627$1.52M0.00%+71,577+108.4%Added
Walleye Capital LLC130,634$1.44M0.05%+68,635+110.7%Added
Susquehanna International Group, LLP117,174$1.29M0.00%+67,035+133.7%Added
Citadel Advisors LLC114,774$1.27M0.00%+104,040+969.3%Added
State Street Corp101,822$1.13M0.00%+23,496+30.0%Added
Engineers Gate Manager LP83,048$918.0K0.04%+43,948+112.4%Added
Qube Research & Technologies Ltd71,423$789.0K0.01%+58,445+450.3%Added
Bank of New York Mellon Corp70,007$774.0K0.00%+16,156+30.0%Added
Northern Trust Corp67,195$743.0K0.00%+15,791+30.7%Added
ExodusPoint Capital Management, LP62,523$691.0K0.01%+53,169+568.4%Added
Manufacturers Life Insurance Company, The55,671$615.0K0.00%−24,690−30.7%Reduced
Advisory Services Network, LLC52,039$575.0K0.02%+52,039New
First Eagle Investment Management, LLC51,908$574.0K0.00%+38,902+299.1%Added
Citigroup Inc47,528$525.0K0.00%+47,484+107,918.2%Added
Ironwood Investment Management LLC46,101$509.0K0.25%+11,429+33.0%Added
683 Capital Management, LLC42,149$466.0K0.02%+42,149New
Two Sigma Investments, LP35,063$387.0K0.00%+755+2.2%Added
Jump Financial, LLC32,900$363.0K0.02%+32,900New
Walleye Trading LLC29,533$326.0K0.01%+7,342+33.1%Added
American Century Companies Inc29,310$324.0K0.00%+29,310New
Bridgeway Capital Management, LLC27,840$308.0K0.01%−33,960−55.0%Reduced
Independent Advisor Alliance27,498$304.0K0.02%+8,788+47.0%Added
Ardsley Advisory Partners LP25,000$276.0K0.07%−25,000−50.0%Reduced
Stifel Financial Corp25,000$276.0K0.00%−23,000−47.9%Reduced
Goldman Sachs Group Inc24,835$274.0K0.00%−6,439−20.6%Reduced
LMR Partners LLP21,658$239.0K0.00%+21,658New
Occudo Quantitative Strategies LP20,444$226.0K0.02%+8,435+70.2%Added
Dynamic Technology Lab Private Ltd19,590$216.0K0.02%+19,590New
Susquehanna Fundamental Investments, LLC19,208$212.0K0.01%+4,432+30.0%Added
Simplex Trading, LLC17,702$195.0K0.01%+17,702New
Squarepoint Ops LLC17,164$190.0K0.00%−31,501−64.7%Reduced
AXA S.A.15,900$176.0K0.00%+15,900New
Charles Schwab Investment Management Inc15,524$172.0K0.00%+3,583+30.0%Added
Wolverine Trading, LLC15,443$171.0K0.00%+472+3.2%Added
Boulder Hill Capital Management LP15,400$170.0K0.16%+15,400New
Balyasny Asset Management LLC15,327$169.0K0.00%+15,327New
UBS Group AG13,805$153.0K0.00%−82−0.6%Reduced
HCR Wealth Advisors13,000$144.0K0.02%+3,000+30.0%Added
Quadrature Capital Ltd13,050$144.0K0.01%+13,050New
Alpine Global Management, LLC12,885$142.0K0.02%+12,885New
Trexquant Investment LP11,622$128.0K0.01%+299+2.6%Added
Investors Research Corp9,978$110.0K0.03%+2,003+25.1%Added
JPMorgan Chase & Co9,579$106.0K0.00%+9,448+7,212.2%Added
Advisor Group Holdings, Inc.7,671$85.0K0.00%+5,668+283.0%Added
Signet Financial Management, LLC5,860$65.0K0.01%+5,860New
Central Trust Co4,940$55.0K0.00%+1,140+30.0%Added
FMR LLC3,770$42.0K0.00%+3,770New
Bank of America Corp2,342$26.0K0.00%+541+30.0%Added
Cutler Group LP2,304$25.0K0.00%+1,132+96.6%Added
Addison Advisors LLC1,690$19.0K0.01%+390+30.0%Added
Tower Research Capital LLC (TRC)1,028$11.0K0.00%−2,371−69.8%Reduced
BNP Paribas Arbitrage, SA469$5.18K0.00%−58−11.0%Reduced
Wells Fargo & Company488$5.00K0.00%−1,903−79.6%Reduced
Atwood & Palmer Inc423$5.00K0.00%+98+30.2%Added
Lake Point Wealth Management390$4.00K0.00%+90+30.0%Added
City State Bank286$3.00K0.00%+286New
Global Financial Private Client, LLC16$1770.00%+4+33.3%Added
JB Capital Partners LP0$00.00%−50,000−100.0%Sold out
Caxton Associates LP0$00.00%−21,639−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−19,617−100.0%Sold out
Marshall Wace, LLP0$00.00%−18,235−100.0%Sold out
Barclays PLC0$00.00%−13,870−100.0%Sold out
Virtu Financial LLC0$00.00%−10,828−100.0%Sold out
Regions Financial Corp0$00.00%−10,400−100.0%Sold out
Dorsey Wright & Associates0$00.00%−10,054−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,904−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−123−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−100−100.0%Sold out