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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
Wedge Capital Management L L P142,001$935.8K0.02%+25,730+22.1%Added
JPMorgan Chase & Co145,977$962.0K0.00%−2,853−1.9%Reduced
Bank of New York Mellon Corp149,207$983.3K0.00%−1,729−1.1%Reduced
D. E. Shaw & Co., Inc.149,224$983.4K0.00%−77,441−34.2%Reduced
Susquehanna International Group, LLP157,810$1.04M0.00%+121,634+336.2%Added
Invesco Ltd.163,102$1.07M0.00%−62,336−27.7%Reduced
First Trust Advisors LP164,413$1.08M0.00%−2,857−1.7%Reduced
Morgan Stanley167,003$1.10M0.00%−58,760−26.0%Reduced
Bank of America Corp182,783$1.20M0.00%+68,826+60.4%Added
Nuveen, LLC186,008$1.23M0.00%+186,008New
Krilogy Financial LLC191,750$1.26M0.08%+8,000+4.4%Added
Kennedy Capital Management, Inc.194,312$1.28M0.03%+32,043+19.7%Added
Royce & Associates LP231,067$1.52M0.02%00.0%Unchanged
HighTower Advisors, LLC255,242$1.68M0.00%+50,525+24.7%Added
Goldman Sachs Group Inc267,470$1.76M0.00%−80,348−23.1%Reduced
UBS Group AG300,440$1.98M0.00%−72,832−19.5%Reduced
Citadel Advisors LLC302,664$1.99M0.00%+150,861+99.4%Added
CastleKnight Management LP314,498$2.07M0.22%+314,498New
Bridgeway Capital Management, LLC356,224$2.35M0.06%+356,224New
Northern Trust Corp471,780$3.11M0.00%−13,489−2.8%Reduced
Charles Schwab Investment Management Inc572,409$3.77M0.00%+98,810+20.9%Added
CenterBook Partners LP629,845$4.15M0.26%+457,009+264.4%Added
Cerity Partners LLC769,112$5.07M0.01%−22,875−2.9%Reduced
Third Avenue Management LLC789,447$5.20M1.04%00.0%Unchanged
Geode Capital Management, LLC1,246,707$8.22M0.00%+28,489+2.3%Added
State Street Corp1,267,000$8.35M0.00%−21,657−1.7%Reduced
Renaissance Technologies LLC1,742,993$11.5M0.02%−16,400−0.9%Reduced
American Century Companies Inc1,776,513$11.7M0.01%+155,477+9.6%Added
Systematic Financial Management LP1,785,125$11.8M0.34%+22,655+1.3%Added
First Eagle Investment Management, LLC1,811,701$11.9M0.03%+51,300+2.9%Added
Dimensional Fund Advisors LP2,404,616$15.8M0.00%−27,613−1.1%Reduced
Gendell Jeffrey L2,702,891$17.8M0.77%−24,467−0.9%Reduced
Vanguard Group Inc3,075,277$20.3M0.00%−13,783−0.4%Reduced
Robotti Robert4,279,752$28.2M5.65%−8,635−0.2%Reduced
BlackRock, Inc.5,953,052$39.2M0.00%−407,785−6.4%Reduced
Advisors Asset Management, Inc.0$00.00%−49,683−100.0%Sold out
Nordwand Advisors, LLC0$00.00%−30,767−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−30,236−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−25,574−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,066−100.0%Sold out
Cruiser Capital Advisors, LLC0$00.00%−10,000−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−7,246−100.0%Sold out
R Squared Ltd0$00.00%−800−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−322−100.0%Sold out
US Bancorp0$00.00%−270−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−62−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed