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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, Q1 2024

Institutional positions in LSB Industries, Inc. as of Mar 31, 2024. 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. Q4 2023
Shares held
37.7M
−729.0K (−1.9%) vs. Q4 2023
Total value
$330.9M
−$26.7M (−7.5%) vs. Q4 2023
New holders
21
43 more added
Sold out
20
53 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 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 heldQ1 2024: $330.9M
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, Q1 2024

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q4 2023.

Institutions holding LXU in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,716,606$50.2M0.00%+111,461+2.0%Added
Robotti Robert4,343,342$38.1M5.17%+5630.0%Added
Vanguard Group Inc3,154,487$27.7M0.00%−383,583−10.8%Reduced
Gendell Jeffrey L2,450,496$21.5M0.83%+457,139+22.9%Added
Dimensional Fund Advisors LP2,327,143$20.4M0.01%−197,934−7.8%Reduced
Renaissance Technologies LLC1,791,152$15.7M0.02%+23,200+1.3%Added
Systematic Financial Management LP1,594,854$14.0M0.39%−7,678−0.5%Reduced
Cerity Partners LLC1,385,144$12.2M0.03%+798,613+136.2%Added
Geode Capital Management, LLC1,276,990$11.2M0.00%+42,847+3.5%Added
State Street Corp1,237,764$10.9M0.00%−1,450−0.1%Reduced
American Century Companies Inc1,177,825$10.3M0.01%+198,861+20.3%Added
First Eagle Investment Management, LLC1,090,895$9.58M0.02%+92,500+9.3%Added
Third Avenue Management LLC787,909$6.92M1.10%+314,695+66.5%Added
D. E. Shaw & Co., Inc.591,453$5.19M0.01%−117,621−16.6%Reduced
Charles Schwab Investment Management Inc542,806$4.77M0.00%+118,544+27.9%Added
Bank of America Corp492,811$4.33M0.00%+84,892+20.8%Added
Northern Trust Corp481,688$4.23M0.00%−1,891−0.4%Reduced
UBS Group AG470,292$4.13M0.00%−52,387−10.0%Reduced
Two Sigma Advisers, LP393,980$3.46M0.01%−23,000−5.5%Reduced
AQR Capital Management LLC361,817$3.18M0.01%−4,016−1.1%Reduced
Meros Investment Management, LP321,655$2.82M1.26%−218,574−40.5%Reduced
Bank of New York Mellon Corp319,768$2.81M0.00%−16,905−5.0%Reduced
Invesco Ltd.300,684$2.64M0.00%+158,211+111.0%Added
Krilogy Financial LLC281,250$2.47M0.19%−138,000−32.9%Reduced
Nordwand Advisors, LLC223,450$1.96M0.76%+223,450New
HighTower Advisors, LLC204,851$1.80M0.00%−276−0.1%Reduced
Royce & Associates LP191,810$1.68M0.02%+5,327+2.9%Added
Nuveen Asset Management, LLC186,008$1.63M0.00%00.0%Unchanged
Citadel Advisors LLC181,006$1.59M0.00%−63,578−26.0%Reduced
Panagora Asset Management Inc174,852$1.54M0.01%+267+0.2%Added
Morgan Stanley167,643$1.47M0.00%−23,566−12.3%Reduced
Goldman Sachs Group Inc156,712$1.38M0.00%−115,116−42.3%Reduced
Kennedy Capital Management, Inc.153,007$1.34M0.03%+183+0.1%Added
JPMorgan Chase & Co129,632$1.14M0.00%−87,445−40.3%Reduced
International Assets Investment Management, LLC112,827$986.1K0.10%+1,260+1.1%Added
CastleKnight Management LP109,397$960.5K0.14%−30,512−21.8%Reduced
Prudential Financial Inc107,795$946.4K0.00%+95,500+776.7%Added
Deutsche Bank AG103,015$904.5K0.00%+1,558+1.5%Added
Swiss National Bank95,200$835.9K0.00%00.0%Unchanged
Two Sigma Investments, LP94,407$828.9K0.00%−16,084−14.6%Reduced
Wedge Capital Management L L P93,095$817.4K0.01%+41,604+80.8%Added
Manufacturers Life Insurance Company, The90,598$795.5K0.00%+8,721+10.7%Added
Rhumbline Advisers88,060$773.2K0.00%+1,799+2.1%Added
Credit Suisse AG85,882$754.0K0.00%+5,467+6.8%Added
Advisors Asset Management, Inc.82,993$728.7K0.01%−3,576−4.1%Reduced
Ironwood Investment Management LLC82,723$726.3K0.35%−1,069−1.3%Reduced
SummerHaven Investment Management, LLC73,281$643.4K0.40%+1,194+1.7%Added
LPL Financial LLC72,490$636.5K0.00%+48,376+200.6%Added
Tudor Investment Corp Et Al65,831$578.0K0.01%+65,831New
Franklin Resources Inc64,883$569.7K0.00%+53,898+490.7%Added
Barclays PLC64,235$564.0K0.00%−37,069−36.6%Reduced
Founders Financial Alliance, LLC54,853$481.6K0.14%+54,853New
O'Shaughnessy Asset Management, LLC53,572$470.4K0.01%−8,533−13.7%Reduced
Sagefield Capital LP52,909$464.5K0.06%−4,255−7.4%Reduced
Pekin Hardy Strauss, Inc.50,770$445.8K0.06%+50,770New
Beacon Pointe Advisors, LLC49,313$433.0K0.00%−3,900−7.3%Reduced
California State Teachers Retirement System48,844$428.9K0.00%−3,111−6.0%Reduced
Legal & General Group Plc48,714$427.7K0.00%00.0%Unchanged
Meixler Investment Management, Ltd.48,656$427.2K0.32%−40,950−45.7%Reduced
Alliancebernstein L.P.46,670$409.8K0.00%−18,230−28.1%Reduced
Sowell Financial Services LLC43,606$383.0K0.02%−27,308−38.5%Reduced
Mirae Asset Global Investments Co., Ltd.31,613$326.9K0.00%00.0%Unchanged
Bailard, Inc.35,993$316.0K0.01%00.0%Unchanged
State of Wyoming35,287$309.8K0.05%+9,303+35.8%Added
UBS Asset Management Americas Inc35,229$309.3K0.00%−9,711−21.6%Reduced
Hara Capital LLC34,351$301.6K0.18%+23,990+231.5%Added
Cambria Investment Management, L.P.32,761$287.6K0.02%+32,761New
Royal Bank of Canada32,297$284.0K0.00%+4,510+16.2%Added
Eschler Asset Management LLP32,076$281.6K0.18%+32,076New
Price T Rowe Associates Inc31,581$278.0K0.00%+1,837+6.2%Added
Simplex Trading, LLC31,513$276.0K0.01%+14,443+84.6%Added
MBM Wealth Consultants, LLC30,000$263.4K0.09%00.0%Unchanged
Susquehanna International Group, LLP28,817$253.0K0.00%−25,226−46.7%Reduced
Versor Investments LP28,655$251.6K0.05%−14,748−34.0%Reduced
Capstone Investment Advisors, LLC27,250$239.3K0.00%+2,250+9.0%Added
Mercer Global Advisors Inc26,863$236.0K0.00%00.0%Unchanged
American International Group, Inc.26,468$232.4K0.00%−226−0.8%Reduced
BNP Paribas Arbitrage, SA26,411$231.9K0.00%+12,082+84.3%Added
Jane Street Group, LLC25,570$224.5K0.00%−34,513−57.4%Reduced
Caldwell Sutter Capital, Inc.25,000$219.5K0.11%+25,000New
Comerica Bank23,964$210.4K0.00%+23,964New
Y-Intercept (Hong Kong) Ltd23,449$205.9K0.02%+8,355+55.4%Added
MetLife Investment Management23,333$204.9K0.00%−5,731−19.7%Reduced
Wells Fargo & Company22,285$195.7K0.00%+5,437+32.3%Added
Raffles Associates LP20,400$179.1K0.21%−25,000−55.1%Reduced
Voya Investment Management LLC19,189$168.5K0.00%−4,322−18.4%Reduced
Janus Henderson Group PLC18,983$166.4K0.00%+19+0.1%Added
Moors & Cabot, Inc.18,650$163.7K0.01%00.0%Unchanged
New York State Common Retirement Fund17,931$157.4K0.00%−246−1.4%Reduced
Gotham Asset Management, LLC15,464$135.8K0.00%−1,091−6.6%Reduced
Diversified Trust Co15,354$134.8K0.00%+1,248+8.8%Added
The PNC Financial Services Group, Inc.15,000$131.7K0.00%00.0%Unchanged
Victory Capital Management Inc14,375$126.2K0.00%+14,375New
Brinker Capital Investments, LLC13,491$118.5K0.00%+2,337+21.0%Added
Orion Portfolio Solutions, LLC13,491$118.5K0.00%+2,337+21.0%Added
Point72 Asset Management, L.P.13,300$116.8K0.00%+13,300New
Arizona State Retirement System13,281$116.6K0.00%−228−1.7%Reduced
State Board of Administration of Florida Retirement System11,080$114.5K0.00%−4,610−29.4%Reduced
Axq Capital, LP12,715$111.6K0.03%−3,625−22.2%Reduced
Wolverine Trading, LLC12,304$108.0K0.00%+12,304New