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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, Q2 2023

Institutional positions in LSB Industries, Inc. as of Jun 30, 2023. 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
151
−3 vs. Q1 2023
Shares held
38.8M
−2.27M (−5.5%) vs. Q1 2023
Total value
$381.9M
−$42.0M (−9.9%) vs. Q1 2023
New holders
23
39 more added
Sold out
26
69 more reduced

Compare with Q1 2023: 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 2023: 151 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 2023: $381.9M
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, Q2 2023

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q1 2023.

Institutions holding LXU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,138,353$50.6M0.00%−536,793−9.5%Reduced
Vanguard Group Inc3,238,968$31.9M0.00%−713,516−18.1%Reduced
Robotti Robert2,770,168$27.3M4.41%+350,800+14.5%Added
Dimensional Fund Advisors LP2,355,645$23.2M0.01%−143,986−5.8%Reduced
Security Benefit Life Insurance Co1,672,500$16.5M1.87%00.0%Unchanged
Victory Capital Management Inc1,580,402$15.6M0.02%+1,580,402New
Renaissance Technologies LLC1,547,989$15.2M0.02%+179,100+13.1%Added
Systematic Financial Management LP1,460,440$14.4M0.45%+189,105+14.9%Added
State Street Corp1,212,455$11.9M0.00%−115,963−8.7%Reduced
Geode Capital Management, LLC1,098,253$10.8M0.00%−53,249−4.6%Reduced
Gendell Jeffrey L1,005,118$9.90M0.77%−1,059,866−51.3%Reduced
Loomis Sayles & Co L P977,132$9.63M0.02%+78,768+8.8%Added
D. E. Shaw & Co., Inc.885,420$8.72M0.01%+144,355+19.5%Added
AQR Capital Management LLC834,026$8.22M0.02%+250,376+42.9%Added
Meros Investment Management, LP733,872$7.23M3.59%+453,564+161.8%Added
First Eagle Investment Management, LLC698,045$6.88M0.02%+263,125+60.5%Added
American Century Companies Inc684,266$6.74M0.01%+71,736+11.7%Added
Millennium Management LLC592,810$5.84M0.01%−8,765−1.5%Reduced
Two Sigma Advisers, LP505,080$4.98M0.01%−43,400−7.9%Reduced
Northern Trust Corp468,441$4.61M0.00%−152,772−24.6%Reduced
UBS Group AG467,111$4.60M0.00%+111,256+31.3%Added
Krilogy Financial LLC458,750$4.52M0.41%−5,000−1.1%Reduced
Charles Schwab Investment Management Inc412,601$4.06M0.00%−57,893−12.3%Reduced
Ion Asset Management Ltd.409,000$4.03M0.47%−117,000−22.2%Reduced
Goldman Sachs Group Inc403,904$3.98M0.00%+1,208+0.3%Added
Federated Hermes, Inc.403,762$3.98M0.01%−205,703−33.8%Reduced
Cerity Partners LLC397,950$3.92M0.02%−2,691−0.7%Reduced
Bank of New York Mellon Corp341,088$3.36M0.00%−54,933−13.9%Reduced
Portolan Capital Management, LLC331,871$3.27M0.29%−48,138−12.7%Reduced
Two Sigma Investments, LP293,252$2.89M0.01%−180,912−38.2%Reduced
Bank of America Corp275,419$2.71M0.00%−14,804−5.1%Reduced
Kennedy Capital Management, Inc.210,161$2.07M0.05%−644,781−75.4%Reduced
Cinctive Capital Management LP208,457$2.05M0.08%+49,057+30.8%Added
Hillsdale Investment Management Inc.205,368$2.02M0.19%−5,900−2.8%Reduced
HighTower Advisors, LLC201,043$1.98M0.00%+4,770+2.4%Added
Nuveen Asset Management, LLC186,088$1.83M0.00%−377,262−67.0%Reduced
Royce & Associates LP185,821$1.83M0.02%+9,281+5.3%Added
Trexquant Investment LP158,961$1.57M0.04%−43,760−21.6%Reduced
JPMorgan Chase & Co157,840$1.55M0.00%−3,437−2.1%Reduced
Sagefield Capital LP149,175$1.47M0.31%+13,700+10.1%Added
Invesco Ltd.138,000$1.36M0.00%−13,923−9.2%Reduced
Winmill & Co. Inc131,900$1.30M0.46%+131,900New
Citigroup Inc125,620$1.24M0.00%+121,861+3,241.8%Added
International Assets Investment Management, LLC116,577$1.15M0.16%+1,520+1.3%Added
HRT Financial LP114,526$1.13M0.01%−115,443−50.2%Reduced
Beacon Pointe Advisors, LLC110,150$1.08M0.02%00.0%Unchanged
Swiss National Bank107,700$1.06M0.00%−7,400−6.4%Reduced
Wedge Capital Management L L P100,940$994.3K0.02%+100,940New
Deutsche Bank AG98,516$970.4K0.00%−412,363−80.7%Reduced
Russell Investments Group, Ltd.97,317$958.6K0.00%+97,277+243,192.5%Added
Advisors Asset Management, Inc.92,446$910.6K0.02%+14,352+18.4%Added
Rhumbline Advisers88,212$868.9K0.00%−2,456−2.7%Reduced
Susquehanna International Group, LLP80,514$793.1K0.00%−53,990−40.1%Reduced
Manufacturers Life Insurance Company, The76,658$755.1K0.00%+11,149+17.0%Added
Alliancebernstein L.P.75,589$744.6K0.00%+2,189+3.0%Added
Morgan Stanley73,786$726.8K0.00%−229,007−75.6%Reduced
Meixler Investment Management, Ltd.69,981$689.3K0.64%+7,742+12.4%Added
Thrivent Financial for Lutherans66,336$654.0K0.00%−7,813−10.5%Reduced
California State Teachers Retirement System61,821$608.9K0.00%−12,479−16.8%Reduced
Credit Suisse AG61,732$608.1K0.00%+15,226+32.7%Added
Brevan Howard Capital Management LP60,965$600.5K0.11%+60,965New
Independent Advisor Alliance59,583$586.9K0.03%−1,070−1.8%Reduced
Jane Street Group, LLC52,639$518.5K0.00%+34,501+190.2%Added
Teacher Retirement System of Texas45,280$446.0K0.00%−2,950−6.1%Reduced
Ironwood Investment Management LLC44,462$438.0K0.25%−1,446−3.1%Reduced
Dark Forest Capital Management LP43,907$432.5K0.04%−7,969−15.4%Reduced
Legal & General Group Plc41,535$409.1K0.00%+18,035+76.7%Added
Barclays PLC40,563$399.5K0.00%−16,210−28.6%Reduced
UBS Asset Management Americas Inc36,600$378.1K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd37,384$368.0K0.05%−87,497−70.1%Reduced
Versor Investments LP37,055$365.0K0.06%−17,572−32.2%Reduced
Engineers Gate Manager LP36,690$361.4K0.01%+36,690New
Exchange Traded Concepts, LLC36,652$361.0K0.01%+1,028+2.9%Added
Gotham Asset Management, LLC34,821$343.0K0.01%−10,922−23.9%Reduced
Bailard, Inc.34,560$340.4K0.01%+1,560+4.7%Added
Ameriprise Financial Inc32,174$316.9K0.00%−1,949−5.7%Reduced
Ergoteles LLC31,709$312.3K0.01%+9,609+43.5%Added
Mirae Asset Global Investments Co., Ltd.31,613$311.4K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC30,000$306.0K0.13%00.0%Unchanged
Virginia Retirement Systems Et Al30,900$304.4K0.00%+2,900+10.4%Added
MetLife Investment Management29,064$286.3K0.00%−9,734−25.1%Reduced
LPL Financial LLC28,535$281.1K0.00%+28,535New
Mercer Global Advisors Inc26,863$265.0K0.00%00.0%Unchanged
Stifel Financial Corp26,700$263.0K0.00%+2,950+12.4%Added
American International Group, Inc.26,470$260.7K0.00%−9,202−25.8%Reduced
Winton Group Ltd25,450$250.7K0.02%+13,980+121.9%Added
Sowell Financial Services LLC25,354$250.0K0.01%00.0%Unchanged
Voya Investment Management LLC23,225$228.8K0.00%−3,241−12.2%Reduced
Cubist Systematic Strategies, LLC22,644$223.0K0.00%+22,644New
Wells Fargo & Company21,699$213.7K0.00%+6,670+44.4%Added
Price T Rowe Associates Inc21,037$208.0K0.00%−2,720−11.4%Reduced
STRS Ohio21,000$206.0K0.00%+1,600+8.2%Added
Caxton Associates LP20,779$204.7K0.03%+20,779New
BNP Paribas Arbitrage, SA19,686$193.9K0.00%−30,307−60.6%Reduced
Graham Capital Management, L.P.19,625$193.3K0.01%−7,431−27.5%Reduced
State of Wyoming19,505$192.1K0.06%−1,631−7.7%Reduced
Janus Henderson Group PLC19,014$187.4K0.00%−93−0.5%Reduced
New York State Common Retirement Fund18,318$180.4K0.00%−20,518−52.8%Reduced
Ausbil Investment Management Ltd17,702$174.4K0.11%−159,567−90.0%Reduced
Horizon Kinetics Asset Management LLC17,600$173.4K0.00%−311−1.7%Reduced