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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, Q3 2023

Institutional positions in LSB Industries, Inc. as of Sep 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
140
−10 vs. Q2 2023
Shares held
39.6M
+877.1K (+2.3%) vs. Q2 2023
Total value
$405.4M
+$23.6M (+6.2%) vs. Q2 2023
New holders
19
48 more added
Sold out
29
49 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 140 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 heldQ3 2023: $405.4M
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, Q3 2023

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q2 2023.

Institutions holding LXU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,291,304$54.1M0.00%+152,951+3.0%Added
Robotti Robert4,351,827$44.5M6.54%+1,581,659+57.1%Added
Vanguard Group Inc3,477,262$35.6M0.00%+238,294+7.4%Added
Dimensional Fund Advisors LP2,506,112$25.6M0.01%+150,467+6.4%Added
Victory Capital Management Inc1,802,145$18.4M0.02%+221,743+14.0%Added
Renaissance Technologies LLC1,708,152$17.5M0.03%+160,163+10.3%Added
Security Benefit Life Insurance Co1,672,500$17.1M2.81%00.0%Unchanged
Gendell Jeffrey L1,508,822$15.4M0.88%+503,704+50.1%Added
Systematic Financial Management LP1,438,471$14.7M0.47%−21,969−1.5%Reduced
State Street Corp1,211,555$12.4M0.00%−900−0.1%Reduced
Geode Capital Management, LLC1,180,218$12.1M0.00%+81,965+7.5%Added
Loomis Sayles & Co L P1,005,349$10.3M0.02%+28,217+2.9%Added
First Eagle Investment Management, LLC919,445$9.41M0.02%+221,400+31.7%Added
American Century Companies Inc792,556$8.11M0.01%+108,290+15.8%Added
D. E. Shaw & Co., Inc.779,107$7.97M0.01%−106,313−12.0%Reduced
Meros Investment Management, LP759,058$7.77M4.23%+25,186+3.4%Added
AQR Capital Management LLC589,854$6.03M0.01%−244,172−29.3%Reduced
UBS Group AG512,353$5.24M0.00%+45,242+9.7%Added
Krilogy Financial LLC511,250$5.23M0.48%+52,500+11.4%Added
Northern Trust Corp493,280$5.05M0.00%+24,839+5.3%Added
Charles Schwab Investment Management Inc449,106$4.59M0.00%+36,505+8.8%Added
Two Sigma Advisers, LP435,380$4.45M0.01%−69,700−13.8%Reduced
Ion Asset Management Ltd.361,485$3.70M0.39%−47,515−11.6%Reduced
Goldman Sachs Group Inc354,311$3.62M0.00%−49,593−12.3%Reduced
Bank of New York Mellon Corp337,327$3.45M0.00%−3,761−1.1%Reduced
Invesco Ltd.337,113$3.45M0.00%+199,113+144.3%Added
Citadel Advisors LLC273,154$2.79M0.00%+273,154New
Bank of America Corp269,428$2.76M0.00%−5,991−2.2%Reduced
HighTower Advisors, LLC204,851$2.10M0.00%+3,808+1.9%Added
Royce & Associates LP186,483$1.91M0.02%+662+0.4%Added
Nuveen Asset Management, LLC185,960$1.90M0.00%−128−0.1%Reduced
CastleKnight Management LP181,809$1.86M0.32%+181,809New
Kennedy Capital Management, Inc.153,664$1.57M0.04%−56,497−26.9%Reduced
JPMorgan Chase & Co152,670$1.56M0.00%−5,170−3.3%Reduced
Two Sigma Investments, LP124,985$1.28M0.00%−168,267−57.4%Reduced
Swiss National Bank117,100$1.20M0.00%+9,400+8.7%Added
Russell Investments Group, Ltd.114,480$1.17M0.00%+17,163+17.6%Added
Morgan Stanley113,777$1.16M0.00%+39,991+54.2%Added
International Assets Investment Management, LLC114,767$1.15M0.16%−1,810−1.6%Reduced
Beacon Pointe Advisors, LLC92,516$946.4K0.01%−17,634−16.0%Reduced
Advisors Asset Management, Inc.90,320$924.0K0.02%−2,126−2.3%Reduced
Rhumbline Advisers87,123$891.3K0.00%−1,089−1.2%Reduced
Panagora Asset Management Inc85,028$869.8K0.01%+85,028New
Meixler Investment Management, Ltd.78,481$802.9K0.72%+8,500+12.1%Added
Winmill & Co. Inc78,100$799.0K0.29%−53,800−40.8%Reduced
Credit Suisse AG73,796$754.9K0.00%+12,064+19.5%Added
Manufacturers Life Insurance Company, The73,179$748.6K0.00%−3,479−4.5%Reduced
SummerHaven Investment Management, LLC70,901$725.3K0.53%+70,901New
Alliancebernstein L.P.69,310$709.0K0.00%−6,279−8.3%Reduced
Ausbil Investment Management Ltd69,104$696.6K0.43%+51,402+290.4%Added
Federated Hermes, Inc.67,989$695.5K0.00%−335,773−83.2%Reduced
Thrivent Financial for Lutherans66,336$679.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP65,836$674.0K0.01%+65,836New
Independent Advisor Alliance59,363$607.3K0.03%−220−0.4%Reduced
California State Teachers Retirement System59,171$605.3K0.00%−2,650−4.3%Reduced
O'Shaughnessy Asset Management, LLC57,342$586.6K0.01%+57,342New
Susquehanna International Group, LLP55,247$565.2K0.00%−25,267−31.4%Reduced
Brevan Howard Capital Management LP48,812$499.3K0.15%−12,153−19.9%Reduced
Legal & General Group Plc48,714$498.3K0.00%+7,179+17.3%Added
Sagefield Capital LP46,894$479.7K0.07%−102,281−68.6%Reduced
UBS Asset Management Americas Inc44,940$459.7K0.00%+8,340+22.8%Added
Teacher Retirement System of Texas44,736$458.0K0.00%−544−1.2%Reduced
Ironwood Investment Management LLC43,265$442.6K0.27%−1,197−2.7%Reduced
Wedge Capital Management L L P39,848$407.6K0.01%−61,092−60.5%Reduced
LPL Financial LLC37,105$379.6K0.00%+8,570+30.0%Added
Bailard, Inc.35,993$368.2K0.01%+1,433+4.1%Added
Exchange Traded Concepts, LLC35,707$365.3K0.01%−945−2.6%Reduced
Barclays PLC35,514$363.3K0.00%−5,049−12.4%Reduced
Virginia Retirement Systems Et Al35,500$363.2K0.00%+4,600+14.9%Added
Sowell Financial Services LLC35,235$360.0K0.02%+9,881+39.0%Added
Versor Investments LP34,755$355.5K0.07%−2,300−6.2%Reduced
Ameriprise Financial Inc33,256$343.8K0.00%+1,082+3.4%Added
Mirae Asset Global Investments Co., Ltd.31,613$323.4K0.00%00.0%Unchanged
Third Avenue Management LLC30,618$314.1K0.05%+30,618New
Stifel Financial Corp30,250$309.5K0.00%+3,550+13.3%Added
MetLife Investment Management29,064$297.3K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC30,000$289.2K0.13%00.0%Unchanged
Deutsche Bank AG27,473$281.0K0.00%−71,043−72.1%Reduced
American International Group, Inc.27,446$280.8K0.00%+976+3.7%Added
Mercer Global Advisors Inc26,863$275.0K0.00%00.0%Unchanged
Millennium Management LLC25,913$265.1K0.00%−566,897−95.6%Reduced
Price T Rowe Associates Inc25,031$257.0K0.00%+3,994+19.0%Added
Raffles Associates LP25,000$255.8K0.34%+25,000New
Capstone Investment Advisors, LLC25,000$255.8K0.01%+25,000New
Voya Investment Management LLC23,703$242.5K0.00%+478+2.1%Added
BNP Paribas Arbitrage, SA23,192$237.3K0.00%+3,506+17.8%Added
Gotham Asset Management, LLC20,201$206.7K0.00%−14,620−42.0%Reduced
Janus Henderson Group PLC19,030$194.8K0.00%+16+0.1%Added
Winton Group Ltd18,905$193.4K0.02%−6,545−25.7%Reduced
Brinker Capital Investments, LLC18,240$186.6K0.00%+1,849+11.3%Added
Orion Portfolio Solutions, LLC18,240$186.6K0.00%+1,849+11.3%Added
State of Wisconsin Investment Board18,103$185.2K0.00%+18,103New
New York State Common Retirement Fund18,023$184.4K0.00%−295−1.6%Reduced
Horizon Kinetics Asset Management LLC17,600$180.0K0.00%00.0%Unchanged
Moors & Cabot, Inc.17,150$175.4K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System15,690$160.5K0.00%+80+0.5%Added
The PNC Financial Services Group, Inc.15,438$157.9K0.00%−400−2.5%Reduced
Arizona State Retirement System15,173$155.2K0.00%+1,274+9.2%Added
Vident Advisory, LLC14,995$153.4K0.00%+14,995New
Gsa Capital Partners LLP14,916$153.0K0.01%+14,916New