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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 2022

Institutional positions in LSB Industries, Inc. as of Dec 31, 2022. 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
164
+27 vs. Q3 2022
Shares held
40.1M
−6.43M (−13.8%) vs. Q3 2022
Total value
$533.0M
−$129.8M (−19.6%) vs. Q3 2022
New holders
50
65 more added
Sold out
23
36 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 164 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 2022: $533.0M
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 2022

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q3 2022.

Institutions holding LXU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,094,914$67.8M0.00%+2,354,406+85.9%Added
Vanguard Group Inc3,752,920$49.9M0.00%+1,499,291+66.5%Added
Gendell Jeffrey L2,336,772$31.1M2.76%+651,591+38.7%Added
Dimensional Fund Advisors LP2,101,893$28.0M0.01%+293,929+16.3%Added
Robotti Robert1,919,063$25.5M5.09%+232,970+13.8%Added
Security Benefit Life Insurance Co1,672,500$22.2M2.82%−15,977,500−90.5%Reduced
Nuveen Asset Management, LLC1,374,401$18.3M0.01%+375,910+37.6%Added
Renaissance Technologies LLC1,315,889$17.5M0.02%−264,013−16.7%Reduced
State Street Corp1,256,671$16.7M0.00%+679,789+117.8%Added
Systematic Financial Management LP1,141,555$15.2M0.50%+1,141,555New
Geode Capital Management, LLC1,085,687$14.4M0.00%+490,754+82.5%Added
Loomis Sayles & Co L P907,657$12.1M0.02%+198,516+28.0%Added
Kennedy Capital Management, Inc.750,538$9.98M0.28%+736,706+5,326.1%Added
Portolan Capital Management, LLC679,269$9.03M0.90%−32,799−4.6%Reduced
Millennium Management LLC652,483$8.68M0.01%+591,290+966.3%Added
Northern Trust Corp612,647$8.15M0.00%+304,950+99.1%Added
CastleKnight Management LP563,500$7.49M2.17%+14,008+2.5%Added
Ion Asset Management Ltd.550,000$7.32M0.99%+550,000New
D. E. Shaw & Co., Inc.518,127$6.89M0.01%+244,849+89.6%Added
LMR Partners LLP500,000$6.65M0.15%+500,000New
Deutsche Bank AG495,841$6.59M0.00%+407,342+460.3%Added
Two Sigma Advisers, LP484,780$6.45M0.02%+33,100+7.3%Added
American Century Companies Inc477,900$6.36M0.01%+116,986+32.4%Added
Charles Schwab Investment Management Inc470,415$6.26M0.00%+167,119+55.1%Added
Two Sigma Investments, LP443,421$5.90M0.02%−149,599−25.2%Reduced
Krilogy Financial LLC432,290$5.75M0.55%+432,290New
Bank of New York Mellon Corp426,120$5.67M0.00%+255,867+150.3%Added
Morgan Stanley397,527$5.29M0.00%−386,951−49.3%Reduced
Goldman Sachs Group Inc357,855$4.76M0.00%−254,269−41.5%Reduced
Invesco Ltd.346,630$4.61M0.00%−244,904−41.4%Reduced
AQR Capital Management LLC343,542$4.57M0.01%+136,904+66.3%Added
Citadel Advisors LLC341,740$4.55M0.01%−219,936−39.2%Reduced
UBS Group AG270,074$3.59M0.00%+39,236+17.0%Added
Great Lakes Advisors, LLC268,660$3.57M0.20%−3,048−1.1%Reduced
Norges Bank216,600$2.88M0.00%−232,900−51.8%Reduced
Royce & Associates LP214,540$2.85M0.03%+38,000+21.5%Added
Hillsdale Investment Management Inc.211,268$2.81M0.24%−36,400−14.7%Reduced
Intrinsic Edge Capital Management LLC200,000$2.66M0.29%−100,000−33.3%Reduced
Laurion Capital Management LP200,000$2.66M0.07%+200,000New
International Assets Investment Management, LLC199,827$2.66M0.27%+102,435+105.2%Added
HighTower Advisors, LLC196,273$2.61M0.01%00.0%Unchanged
Acadian Asset Management LLC193,419$2.57M0.01%−266,046−57.9%Reduced
Bank of America Corp192,674$2.56M0.00%+27,526+16.7%Added
Beacon Pointe Advisors, LLC155,188$2.06M0.04%−17,350−10.1%Reduced
First Eagle Investment Management, LLC149,420$1.99M0.01%+80,917+118.1%Added
1492 Capital Management LLC134,388$1.79M1.16%+134,388New
Nicholas Investment Partners, LP129,673$1.72M0.15%−108,854−45.6%Reduced
First Trust Advisors LP129,650$1.72M0.00%+129,650New
JPMorgan Chase & Co126,770$1.69M0.00%+54,439+75.3%Added
Marshall Wace, LLP125,662$1.67M0.00%−1,394,893−91.7%Reduced
Swiss National Bank123,200$1.64M0.00%+34,100+38.3%Added
Susquehanna International Group, LLP122,413$1.63M0.00%+2,541+2.1%Added
Sagefield Capital LP110,906$1.48M0.37%+27,382+32.8%Added
HN Saltoro Capital, LP102,996$1.37M4.44%+102,996New
CIBC World Markets Inc.92,492$1.23M0.00%+92,492New
Rhumbline Advisers83,231$1.11M0.00%+44,211+113.3%Added
Cinctive Capital Management LP82,306$1.09M0.06%+7,306+9.7%Added
Thrivent Financial for Lutherans77,276$1.03M0.00%+77,276New
Manufacturers Life Insurance Company, The75,113$999.0K0.00%+12,447+19.9%Added
California State Teachers Retirement System73,851$982.2K0.00%+28,782+63.9%Added
Teacher Retirement System of Texas67,018$891.0K0.01%+3,522+5.5%Added
Engineers Gate Manager LP64,481$857.6K0.05%+36,518+130.6%Added
New York State Common Retirement Fund64,072$852.2K0.00%−53,007−45.3%Reduced
Independent Advisor Alliance60,203$801.0K0.10%+3,820+6.8%Added
Algert Global LLC60,208$800.8K0.04%−76,690−56.0%Reduced
Qube Research & Technologies Ltd58,714$780.9K0.00%+15,264+35.1%Added
Meixler Investment Management, Ltd.53,056$705.6K0.71%+20,658+63.8%Added
Credential Qtrade Securities Inc.49,440$657.6K0.05%+49,440New
Range Financial Group LLC49,432$657.4K0.45%+49,432New
Credit Suisse AG46,082$612.9K0.00%+21,882+90.4%Added
Quantbot Technologies LP46,063$612.6K0.04%+3,171+7.4%Added
Ironwood Investment Management LLC45,787$609.0K0.40%−1,414−3.0%Reduced
ClariVest Asset Management LLC41,567$553.0K0.03%−67−0.2%Reduced
Alliancebernstein L.P.40,600$540.0K0.00%+22,500+124.3%Added
Cornercap Investment Counsel Inc40,182$534.4K0.09%+40,182New
Panagora Asset Management Inc39,055$519.4K0.00%+3,449+9.7%Added
MetLife Investment Management38,798$516.0K0.00%+22,118+132.6%Added
Virginia Retirement Systems Et Al36,600$486.8K0.01%+5,500+17.7%Added
Barclays PLC36,120$480.4K0.00%+20,507+131.3%Added
Advisors Asset Management, Inc.35,702$474.8K0.01%+10,764+43.2%Added
American International Group, Inc.34,962$465.0K0.00%+19,905+132.2%Added
Ameriprise Financial Inc33,689$448.0K0.00%+2,066+6.5%Added
UBS Asset Management Americas Inc33,062$439.7K0.00%+15,348+86.6%Added
Bailard, Inc.33,000$438.9K0.02%+33,000New
Victory Capital Management Inc32,507$432.3K0.00%+544+1.7%Added
Mirae Asset Global Investments Co., Ltd.31,613$420.5K0.00%+18,461+140.4%Added
Ardsley Advisory Partners LP30,000$399.0K0.10%+30,000New
Principal Financial Group Inc29,696$395.0K0.00%+29,696New
MBM Wealth Consultants, LLC30,000$383.0K0.18%00.0%Unchanged
Group One Trading, L.P.28,591$380.3K0.01%+28,591New
STRS Ohio26,500$352.0K0.00%+25,200+1,938.5%Added
Voya Investment Management LLC26,462$351.9K0.00%+14,295+117.5%Added
Carolina Wealth Advisors, LLC26,419$351.0K0.22%+26,419New
Truist Financial Corp26,342$350.3K0.00%+26,342New
Dark Forest Capital Management LP25,662$341.3K0.08%+25,662New
Sowell Financial Services LLC25,542$340.0K0.02%+25,542New
Price T Rowe Associates Inc22,791$303.0K0.00%+22,791New
Legal & General Group Plc22,558$300.0K0.00%+9,045+66.9%Added
XTX Topco Ltd21,731$289.0K0.06%−28,427−56.7%Reduced
Gotham Asset Management, LLC20,470$272.3K0.01%−3,973−16.3%Reduced