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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 2023

Institutional positions in LSB Industries, Inc. as of Dec 31, 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
138
−1 vs. Q3 2023
Shares held
38.5M
−1.15M (−2.9%) vs. Q3 2023
Total value
$358.0M
−$47.1M (−11.6%) vs. Q3 2023
New holders
16
52 more added
Sold out
17
47 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 138 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 2023: $358.0M
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 2023

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q3 2023.

Institutions holding LXU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,605,145$52.2M0.00%+313,841+5.9%Added
Robotti Robert4,342,779$40.4M5.82%−9,048−0.2%Reduced
Vanguard Group Inc3,538,070$32.9M0.00%+60,808+1.7%Added
Dimensional Fund Advisors LP2,525,077$23.5M0.01%+18,965+0.8%Added
Gendell Jeffrey L1,993,357$18.6M1.01%+484,535+32.1%Added
Renaissance Technologies LLC1,767,952$16.5M0.03%+59,800+3.5%Added
Systematic Financial Management LP1,602,532$14.9M0.44%+164,061+11.4%Added
State Street Corp1,239,214$11.5M0.00%+27,659+2.3%Added
Geode Capital Management, LLC1,234,143$11.5M0.00%+53,925+4.6%Added
First Eagle Investment Management, LLC998,395$9.30M0.02%+78,950+8.6%Added
American Century Companies Inc978,964$9.11M0.01%+186,408+23.5%Added
Loomis Sayles & Co L P886,170$8.25M0.01%−119,179−11.9%Reduced
D. E. Shaw & Co., Inc.709,074$6.60M0.01%−70,033−9.0%Reduced
Cerity Partners LLC586,531$5.46M0.02%+586,531New
Lloyd Harbor Capital Management, LLC567,612$5.28M3.34%+567,612New
Meros Investment Management, LP540,229$5.03M2.39%−218,829−28.8%Reduced
UBS Group AG522,679$4.87M0.00%+10,326+2.0%Added
Northern Trust Corp483,579$4.50M0.00%−9,701−2.0%Reduced
Third Avenue Management LLC473,214$4.41M0.72%+442,596+1,445.5%Added
Charles Schwab Investment Management Inc424,262$3.95M0.00%−24,844−5.5%Reduced
Krilogy Financial LLC419,250$3.90M0.33%−92,000−18.0%Reduced
Two Sigma Advisers, LP416,980$3.88M0.01%−18,400−4.2%Reduced
Bank of America Corp407,919$3.80M0.00%+138,491+51.4%Added
AQR Capital Management LLC365,833$3.41M0.01%−224,021−38.0%Reduced
Bank of New York Mellon Corp336,673$3.13M0.00%−654−0.2%Reduced
Maven Securities LTD300,000$2.79M0.32%+300,000New
Goldman Sachs Group Inc271,828$2.53M0.00%−82,483−23.3%Reduced
Citadel Advisors LLC244,584$2.28M0.00%−28,570−10.5%Reduced
JPMorgan Chase & Co217,077$2.02M0.00%+64,407+42.2%Added
HighTower Advisors, LLC205,127$1.91M0.00%+276+0.1%Added
Morgan Stanley191,209$1.78M0.00%+77,432+68.1%Added
Royce & Associates LP186,483$1.74M0.02%00.0%Unchanged
Nuveen Asset Management, LLC186,008$1.73M0.00%+480.0%Added
Panagora Asset Management Inc174,585$1.63M0.01%+89,557+105.3%Added
Kennedy Capital Management, Inc.152,824$1.42M0.03%−840−0.5%Reduced
Russell Investments Group, Ltd.145,629$1.36M0.00%+31,149+27.2%Added
Invesco Ltd.142,473$1.33M0.00%−194,640−57.7%Reduced
CastleKnight Management LP139,909$1.30M0.21%−41,900−23.0%Reduced
International Assets Investment Management, LLC111,567$1.04M0.13%−3,200−2.8%Reduced
Two Sigma Investments, LP110,491$1.03M0.00%−14,494−11.6%Reduced
Deutsche Bank AG101,457$944.6K0.00%+73,984+269.3%Added
Barclays PLC101,304$943.1K0.00%+65,790+185.3%Added
Swiss National Bank95,200$886.3K0.00%−21,900−18.7%Reduced
Meixler Investment Management, Ltd.89,606$834.2K0.70%+11,125+14.2%Added
Advisors Asset Management, Inc.86,569$806.0K0.02%−3,751−4.2%Reduced
Rhumbline Advisers86,261$803.1K0.00%−862−1.0%Reduced
Ironwood Investment Management LLC83,792$780.1K0.41%+40,527+93.7%Added
Manufacturers Life Insurance Company, The81,877$762.3K0.00%+8,698+11.9%Added
Credit Suisse AG80,415$748.7K0.00%+6,619+9.0%Added
SummerHaven Investment Management, LLC72,087$671.1K0.43%+1,186+1.7%Added
Sowell Financial Services LLC70,914$660.0K0.04%+35,679+101.3%Added
Alliancebernstein L.P.64,900$604.2K0.00%−4,410−6.4%Reduced
O'Shaughnessy Asset Management, LLC62,105$578.2K0.01%+4,763+8.3%Added
Federated Hermes, Inc.61,364$571.3K0.00%−6,625−9.7%Reduced
Jane Street Group, LLC60,083$559.4K0.00%+60,083New
Independent Advisor Alliance59,063$549.9K0.02%−300−0.5%Reduced
Sagefield Capital LP57,164$532.2K0.07%+10,270+21.9%Added
Susquehanna International Group, LLP54,043$503.1K0.00%−1,204−2.2%Reduced
Beacon Pointe Advisors, LLC53,213$495.4K0.01%−39,303−42.5%Reduced
California State Teachers Retirement System51,955$483.7K0.00%−7,216−12.2%Reduced
Wedge Capital Management L L P51,491$479.4K0.01%+11,643+29.2%Added
State of Wisconsin Investment Board51,183$476.5K0.00%+33,080+182.7%Added
Legal & General Group Plc48,714$453.5K0.00%00.0%Unchanged
Raffles Associates LP45,400$422.7K0.53%+20,400+81.6%Added
UBS Asset Management Americas Inc44,940$418.4K0.00%00.0%Unchanged
Versor Investments LP43,403$404.1K0.08%+8,648+24.9%Added
Putnam Investments LLC42,971$400.1K0.00%+42,971New
Exchange Traded Concepts, LLC42,566$396.3K0.01%+6,859+19.2%Added
Teacher Retirement System of Texas42,334$394.0K0.00%−2,402−5.4%Reduced
Bailard, Inc.35,993$335.1K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.31,613$294.3K0.00%00.0%Unchanged
Thrivent Financial for Lutherans29,766$277.0K0.00%−36,570−55.1%Reduced
Price T Rowe Associates Inc29,744$277.0K0.00%+4,713+18.8%Added
MetLife Investment Management29,064$270.6K0.00%00.0%Unchanged
Royal Bank of Canada27,787$259.0K0.00%+15,901+133.8%Added
Stifel Financial Corp26,900$250.4K0.00%−3,350−11.1%Reduced
Mercer Global Advisors Inc26,863$250.0K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC30,000$249.9K0.09%00.0%Unchanged
American International Group, Inc.26,694$248.5K0.00%−752−2.7%Reduced
State of Wyoming25,984$241.9K0.05%+14,662+129.5%Added
Capstone Investment Advisors, LLC25,000$232.8K0.00%00.0%Unchanged
Winton Group Ltd24,318$226.4K0.02%+5,413+28.6%Added
LPL Financial LLC24,114$224.5K0.00%−12,991−35.0%Reduced
Voya Investment Management LLC23,511$218.9K0.00%−192−0.8%Reduced
Janus Henderson Group PLC18,964$176.6K0.00%−66−0.3%Reduced
Moors & Cabot, Inc.18,650$173.6K0.01%+1,500+8.7%Added
New York State Common Retirement Fund18,177$169.2K0.00%+154+0.9%Added
Horizon Kinetics Asset Management LLC17,600$163.9K0.00%00.0%Unchanged
Simplex Trading, LLC17,070$158.0K0.00%+17,070New
Wells Fargo & Company16,848$156.9K0.00%+2,954+21.3%Added
Gotham Asset Management, LLC16,555$154.1K0.00%−3,646−18.0%Reduced
Axq Capital, LP16,340$152.1K0.04%+16,340New
Walleye Capital LLC16,217$151.0K0.00%+16,217New
State Board of Administration of Florida Retirement System15,690$146.1K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd15,094$140.5K0.01%+15,094New
The PNC Financial Services Group, Inc.15,000$139.7K0.00%−438−2.8%Reduced
BNP Paribas Arbitrage, SA14,329$133.4K0.00%−8,863−38.2%Reduced
Diversified Trust Co14,106$131.3K0.00%00.0%Unchanged
Arizona State Retirement System13,509$125.8K0.00%−1,664−11.0%Reduced
Prudential Financial Inc12,295$114.5K0.00%+12,295New