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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
Deutsche Bank AG103,015$904.5K0.00%+1,558+1.5%Added
Prudential Financial Inc107,795$946.4K0.00%+95,500+776.7%Added
CastleKnight Management LP109,397$960.5K0.14%−30,512−21.8%Reduced
International Assets Investment Management, LLC112,827$986.1K0.10%+1,260+1.1%Added
JPMorgan Chase & Co129,632$1.14M0.00%−87,445−40.3%Reduced
Kennedy Capital Management, Inc.153,007$1.34M0.03%+183+0.1%Added
Goldman Sachs Group Inc156,712$1.38M0.00%−115,116−42.3%Reduced
Morgan Stanley167,643$1.47M0.00%−23,566−12.3%Reduced
Panagora Asset Management Inc174,852$1.54M0.01%+267+0.2%Added
Citadel Advisors LLC181,006$1.59M0.00%−63,578−26.0%Reduced
Nuveen Asset Management, LLC186,008$1.63M0.00%00.0%Unchanged
Royce & Associates LP191,810$1.68M0.02%+5,327+2.9%Added
HighTower Advisors, LLC204,851$1.80M0.00%−276−0.1%Reduced
Nordwand Advisors, LLC223,450$1.96M0.76%+223,450New
Krilogy Financial LLC281,250$2.47M0.19%−138,000−32.9%Reduced
Invesco Ltd.300,684$2.64M0.00%+158,211+111.0%Added
Bank of New York Mellon Corp319,768$2.81M0.00%−16,905−5.0%Reduced
Meros Investment Management, LP321,655$2.82M1.26%−218,574−40.5%Reduced
AQR Capital Management LLC361,817$3.18M0.01%−4,016−1.1%Reduced
Two Sigma Advisers, LP393,980$3.46M0.01%−23,000−5.5%Reduced
UBS Group AG470,292$4.13M0.00%−52,387−10.0%Reduced
Northern Trust Corp481,688$4.23M0.00%−1,891−0.4%Reduced
Bank of America Corp492,811$4.33M0.00%+84,892+20.8%Added
Charles Schwab Investment Management Inc542,806$4.77M0.00%+118,544+27.9%Added
D. E. Shaw & Co., Inc.591,453$5.19M0.01%−117,621−16.6%Reduced
Third Avenue Management LLC787,909$6.92M1.10%+314,695+66.5%Added
First Eagle Investment Management, LLC1,090,895$9.58M0.02%+92,500+9.3%Added
American Century Companies Inc1,177,825$10.3M0.01%+198,861+20.3%Added
State Street Corp1,237,764$10.9M0.00%−1,450−0.1%Reduced
Geode Capital Management, LLC1,276,990$11.2M0.00%+42,847+3.5%Added
Cerity Partners LLC1,385,144$12.2M0.03%+798,613+136.2%Added
Systematic Financial Management LP1,594,854$14.0M0.39%−7,678−0.5%Reduced
Renaissance Technologies LLC1,791,152$15.7M0.02%+23,200+1.3%Added
Dimensional Fund Advisors LP2,327,143$20.4M0.01%−197,934−7.8%Reduced
Gendell Jeffrey L2,450,496$21.5M0.83%+457,139+22.9%Added
Vanguard Group Inc3,154,487$27.7M0.00%−383,583−10.8%Reduced
Robotti Robert4,343,342$38.1M5.17%+5630.0%Added
BlackRock Inc.5,716,606$50.2M0.00%+111,461+2.0%Added
Loomis Sayles & Co L P0$00.00%−886,170−100.0%Sold out
Lloyd Harbor Capital Management, LLC0$00.00%−567,612−100.0%Sold out
Maven Securities LTD0$00.00%−300,000−100.0%Sold out
Independent Advisor Alliance0$00.00%−59,063−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−51,183−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−42,566−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−42,334−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−29,766−100.0%Sold out
Stifel Financial Corp0$00.00%−26,900−100.0%Sold out
Winton Group Ltd0$00.00%−24,318−100.0%Sold out
Horizon Kinetics Asset Management LLC0$00.00%−17,600−100.0%Sold out
Walleye Capital LLC0$00.00%−16,217−100.0%Sold out
Ameriprise Financial Inc0$00.00%−11,556−100.0%Sold out
Van Eck Associates Corp0$00.00%−2,731−100.0%Sold out
Quantbot Technologies LP0$00.00%−899−100.0%Sold out
ORG Partners LLC0$00.00%−600−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−212−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−169−100.0%Sold out
Parallel Advisors, LLC0$00.00%−35−100.0%Sold out
CWM, LLC0$00.00%−3−100.0%Sold out
Putnam Investments LLC––––Not filed