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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 2025

Institutional positions in LSB Industries, Inc. as of Mar 31, 2025. 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
135
+8 vs. Q4 2024
Shares held
38.0M
+1.02M (+2.7%) vs. Q4 2024
Total value
$250.4M
−$30.7M (−10.9%) vs. Q4 2024
New holders
19
41 more added
Sold out
11
45 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 2025: 135 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 2025: $250.4M
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, Q1 2025

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q4 2024.

Institutions holding LXU in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,953,052$39.2M0.00%−407,785−6.4%Reduced
Robotti Robert4,279,752$28.2M5.65%−8,635−0.2%Reduced
Vanguard Group Inc3,075,277$20.3M0.00%−13,783−0.4%Reduced
Gendell Jeffrey L2,702,891$17.8M0.77%−24,467−0.9%Reduced
Dimensional Fund Advisors LP2,404,616$15.8M0.00%−27,613−1.1%Reduced
First Eagle Investment Management, LLC1,811,701$11.9M0.03%+51,300+2.9%Added
Systematic Financial Management LP1,785,125$11.8M0.34%+22,655+1.3%Added
American Century Companies Inc1,776,513$11.7M0.01%+155,477+9.6%Added
Renaissance Technologies LLC1,742,993$11.5M0.02%−16,400−0.9%Reduced
State Street Corp1,267,000$8.35M0.00%−21,657−1.7%Reduced
Geode Capital Management, LLC1,246,707$8.22M0.00%+28,489+2.3%Added
Third Avenue Management LLC789,447$5.20M1.04%00.0%Unchanged
Cerity Partners LLC769,112$5.07M0.01%−22,875−2.9%Reduced
CenterBook Partners LP629,845$4.15M0.26%+457,009+264.4%Added
Charles Schwab Investment Management Inc572,409$3.77M0.00%+98,810+20.9%Added
Northern Trust Corp471,780$3.11M0.00%−13,489−2.8%Reduced
Bridgeway Capital Management, LLC356,224$2.35M0.06%+356,224New
CastleKnight Management LP314,498$2.07M0.22%+314,498New
Citadel Advisors LLC302,664$1.99M0.00%+150,861+99.4%Added
UBS Group AG300,440$1.98M0.00%−72,832−19.5%Reduced
Goldman Sachs Group Inc267,470$1.76M0.00%−80,348−23.1%Reduced
HighTower Advisors, LLC255,242$1.68M0.00%+50,525+24.7%Added
Royce & Associates LP231,067$1.52M0.02%00.0%Unchanged
Kennedy Capital Management, Inc.194,312$1.28M0.03%+32,043+19.7%Added
Krilogy Financial LLC191,750$1.26M0.08%+8,000+4.4%Added
Nuveen, LLC186,008$1.23M0.00%+186,008New
Bank of America Corp182,783$1.20M0.00%+68,826+60.4%Added
Morgan Stanley167,003$1.10M0.00%−58,760−26.0%Reduced
First Trust Advisors LP164,413$1.08M0.00%−2,857−1.7%Reduced
Invesco Ltd.163,102$1.07M0.00%−62,336−27.7%Reduced
Susquehanna International Group, LLP157,810$1.04M0.00%+121,634+336.2%Added
D. E. Shaw & Co., Inc.149,224$983.4K0.00%−77,441−34.2%Reduced
Bank of New York Mellon Corp149,207$983.3K0.00%−1,729−1.1%Reduced
JPMorgan Chase & Co145,977$962.0K0.00%−2,853−1.9%Reduced
Wedge Capital Management L L P142,001$935.8K0.02%+25,730+22.1%Added
Pekin Hardy Strauss, Inc.128,870$849.3K0.10%+1,500+1.2%Added
Two Sigma Advisers, LP125,380$826.3K0.00%−61,300−32.8%Reduced
Deutsche Bank AG124,147$818.1K0.00%−5,451−4.2%Reduced
International Assets Investment Management, LLC109,604$722.3K0.06%−1,750−1.6%Reduced
Empowered Funds, LLC105,824$697.4K0.01%+105,824New
Swiss National Bank97,800$644.5K0.00%00.0%Unchanged
Rhumbline Advisers88,188$581.1K0.00%+4,334+5.2%Added
Ironwood Investment Management LLC76,703$505.5K0.28%−1,711−2.2%Reduced
Panagora Asset Management Inc71,248$469.5K0.00%−55−0.1%Reduced
Two Sigma Investments, LP70,909$467.3K0.00%−31,759−30.9%Reduced
LPL Financial LLC67,400$444.2K0.00%−2,700−3.9%Reduced
Barclays PLC64,106$422.5K0.00%−26,677−29.4%Reduced
UBS Asset Management Americas Inc57,534$379.1K0.00%00.0%Unchanged
Price T Rowe Associates Inc54,631$361.0K0.00%+2,693+5.2%Added
Jane Street Group, LLC52,707$347.3K0.00%−2,995−5.4%Reduced
Stifel Financial Corp52,256$344.4K0.00%+17,350+49.7%Added
Sowell Financial Services LLC49,770$328.0K0.01%+49,770New
Alliancebernstein L.P.49,330$325.1K0.00%−7,410−13.1%Reduced
California State Teachers Retirement System47,087$310.3K0.00%00.0%Unchanged
Engineers Gate Manager LP46,903$309.1K0.01%+46,903New
Moors & Cabot, Inc.45,800$301.8K0.02%00.0%Unchanged
Legal & General Group Plc44,493$293.2K0.00%00.0%Unchanged
Citigroup Inc44,365$292.4K0.00%−3,587−7.5%Reduced
Pecaut & Co.43,500$286.7K0.10%+5,000+13.0%Added
Ausbil Investment Management Ltd40,693$268.2K0.17%00.0%Unchanged
State of Wyoming39,805$262.3K0.03%+20,690+108.2%Added
Eschler Asset Management LLP39,500$260.3K0.66%+9,500+31.7%Added
Royal Bank of Canada38,916$257.0K0.00%+2,692+7.4%Added
Founders Financial Alliance, LLC35,673$235.1K0.06%00.0%Unchanged
Beacon Pointe Advisors, LLC35,480$233.8K0.00%00.0%Unchanged
Comerica Bank33,619$221.5K0.00%00.0%Unchanged
Bailard, Inc.33,365$219.9K0.01%00.0%Unchanged
Hara Capital LLC32,877$216.7K0.15%−1,000−3.0%Reduced
Wells Fargo & Company32,306$212.9K0.00%+679+2.1%Added
Mirae Asset Global ETFs Holdings Ltd.31,904$210.2K0.00%+1,326+4.3%Added
Creative Planning30,672$202.1K0.00%+30,672New
MBM Wealth Consultants, LLC30,000$197.7K0.06%00.0%Unchanged
Millennium Management LLC29,741$196.0K0.00%−218,912−88.0%Reduced
Intech Investment Management LLC29,717$195.8K0.00%+9,731+48.7%Added
MetLife Investment Management29,108$191.8K0.00%+2,507+9.4%Added
Corebridge Financial, Inc.26,122$172.1K0.00%−387−1.5%Reduced
Caldwell Sutter Capital, Inc.25,000$164.8K0.08%00.0%Unchanged
Manufacturers Life Insurance Company, The20,083$132.3K0.00%−762−3.7%Reduced
EntryPoint Capital, LLC19,920$131.3K0.06%+19,920New
Janus Henderson Group PLC18,730$123.5K0.00%00.0%Unchanged
Diversified Trust Co18,419$121.4K0.00%+2,759+17.6%Added
Hennion & Walsh Asset Management, Inc.16,521$108.9K0.00%+1,682+11.3%Added
Humankind Investments LLC16,372$107.9K0.03%+1,769+12.1%Added
Voya Investment Management LLC16,276$107.3K0.00%−1,941−10.7%Reduced
EP Wealth Advisors, LLC15,727$103.6K0.00%+4,702+42.6%Added
State Board of Administration of Florida Retirement System15,690$103.4K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.15,300$100.8K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)15,051$99.2K0.00%−7,679−33.8%Reduced
Monaco Asset Management SAM15,000$98.8K0.05%−17,100−53.3%Reduced
Arizona State Retirement System14,381$94.8K0.00%−169−1.2%Reduced
SG Americas Securities, LLC13,262$87.0K0.00%−9,327−41.3%Reduced
Brinker Capital Investments, LLC11,903$78.4K0.00%+211+1.8%Added
Orion Portfolio Solutions, LLC11,903$78.4K0.00%+211+1.8%Added
Mercer Global Advisors Inc11,879$78.3K0.00%+16+0.1%Added
CIBC World Markets Corp11,831$78.0K0.00%+11,831New
ProShare Advisors LLC11,540$76.0K0.00%−3,477−23.2%Reduced
Police & Firemen's Retirement System of New Jersey11,384$75.0K0.00%00.0%Unchanged
Aigen Investment Management, LP10,533$69.4K0.01%+10,533New
KLP Kapitalforvaltning AS9,400$61.9K0.00%00.0%Unchanged
Investors Research Corp9,198$60.6K0.01%00.0%Unchanged