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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, Q2 2025

Institutional positions in LSB Industries, Inc. as of Jun 30, 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
127
−7 vs. Q1 2025
Shares held
39.7M
+1.70M (+4.5%) vs. Q1 2025
Total value
$309.5M
+$59.2M (+23.7%) vs. Q1 2025
New holders
22
46 more added
Sold out
29
38 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 127 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 heldQ2 2025: $309.5M
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, Q2 2025

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q1 2025.

Institutions holding LXU in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,958,286$46.5M0.00%+5,234+0.1%Added
Robotti Robert4,266,802$33.3M6.24%−12,950−0.3%Reduced
Vanguard Group Inc3,007,048$23.5M0.00%−68,229−2.2%Reduced
CastleKnight Management LP2,443,683$19.1M1.26%+2,129,185+677.0%Added
Dimensional Fund Advisors LP2,434,092$19.0M0.00%+29,476+1.2%Added
Gendell Jeffrey L1,944,465$15.2M0.40%−758,426−28.1%Reduced
American Century Companies Inc1,880,868$14.7M0.01%+104,355+5.9%Added
Systematic Financial Management LP1,817,498$14.2M0.38%+32,373+1.8%Added
Renaissance Technologies LLC1,766,593$13.8M0.02%+23,600+1.4%Added
First Eagle Investment Management, LLC1,765,601$13.8M0.03%−46,100−2.5%Reduced
Geode Capital Management, LLC1,261,020$9.84M0.00%+14,313+1.1%Added
State Street Corp1,179,378$9.20M0.00%−87,622−6.9%Reduced
Third Avenue Management LLC789,447$6.16M1.27%00.0%Unchanged
Cerity Partners LLC754,788$5.89M0.01%−14,324−1.9%Reduced
Charles Schwab Investment Management Inc721,184$5.63M0.00%+148,775+26.0%Added
Bridgeway Capital Management, LLC467,113$3.64M0.09%+110,889+31.1%Added
Northern Trust Corp436,851$3.41M0.00%−34,929−7.4%Reduced
Citadel Advisors LLC346,146$2.70M0.00%+43,482+14.4%Added
Brandywine Global Investment Management, LLC309,280$2.41M0.02%+309,280New
Nuveen, LLC285,243$2.22M0.00%+99,235+53.3%Added
UBS Group AG280,195$2.19M0.00%−20,245−6.7%Reduced
HighTower Advisors, LLC257,242$2.01M0.00%+2,000+0.8%Added
CenterBook Partners LP256,185$2.00M0.11%−373,660−59.3%Reduced
Morgan Stanley250,892$1.96M0.00%+83,889+50.2%Added
Royce & Associates LP230,647$1.80M0.02%−420−0.2%Reduced
Goldman Sachs Group Inc220,843$1.72M0.00%−46,627−17.4%Reduced
Arrowstreet Capital, Limited Partnership217,161$1.69M0.00%+217,161New
Empowered Funds, LLC216,713$1.69M0.02%+110,889+104.8%Added
Kennedy Capital Management, Inc.210,813$1.64M0.04%+16,501+8.5%Added
Krilogy Financial LLC200,793$1.57M0.09%+9,043+4.7%Added
JPMorgan Chase & Co178,493$1.39M0.00%+32,516+22.3%Added
Susquehanna International Group, LLP175,214$1.37M0.00%+17,404+11.0%Added
First Trust Advisors LP171,708$1.34M0.00%+7,295+4.4%Added
Bank of New York Mellon Corp152,322$1.19M0.00%+3,115+2.1%Added
Royal Bank of Canada145,643$1.14M0.00%+106,727+274.2%Added
Invesco Ltd.142,807$1.11M0.00%−20,295−12.4%Reduced
Bank of America Corp142,120$1.11M0.00%−40,663−22.2%Reduced
Jane Street Group, LLC125,674$980.3K0.00%+72,967+138.4%Added
Deutsche Bank AG112,268$875.7K0.00%−11,879−9.6%Reduced
International Assets Investment Management, LLC108,902$849.4K0.07%−702−0.6%Reduced
Wedge Capital Management L L P105,761$824.9K0.01%−36,240−25.5%Reduced
Gsa Capital Partners LLP103,209$805.0K0.06%+103,209New
Tudor Investment Corp Et Al103,204$805.0K0.01%+103,204New
ExodusPoint Capital Management, LP94,469$737.0K0.01%+94,469New
Barclays PLC89,814$700.5K0.00%+25,708+40.1%Added
Rhumbline Advisers89,804$700.5K0.00%+1,616+1.8%Added
Ironwood Investment Management LLC82,425$642.9K0.31%+5,722+7.5%Added
EntryPoint Capital, LLC77,314$603.0K0.30%+57,394+288.1%Added
LPL Financial LLC69,750$544.0K0.00%+2,350+3.5%Added
JB Capital Partners LP70,000$529.2K0.10%+70,000New
D. E. Shaw & Co., Inc.65,396$510.1K0.00%−83,828−56.2%Reduced
Pekin Hardy Strauss, Inc.61,520$479.9K0.05%−67,350−52.3%Reduced
Price T Rowe Associates Inc57,228$447.0K0.00%+2,597+4.8%Added
Alliancebernstein L.P.57,170$445.9K0.00%+7,840+15.9%Added
Verition Fund Management LLC47,162$367.9K0.00%+47,162New
Moors & Cabot, Inc.45,300$353.3K0.02%−500−1.1%Reduced
Stifel Financial Corp44,280$345.4K0.00%−7,976−15.3%Reduced
Pecaut & Co.43,500$339.3K0.11%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.35,982$280.7K0.01%+19,461+117.8%Added
Founders Financial Alliance, LLC35,673$278.2K0.06%00.0%Unchanged
Beacon Pointe Advisors, LLC35,480$276.7K0.00%00.0%Unchanged
AQR Capital Management LLC35,012$273.1K0.00%+35,012New
Wells Fargo & Company34,561$269.6K0.00%+2,255+7.0%Added
Bailard, Inc.33,000$257.4K0.01%−365−1.1%Reduced
Hara Capital LLC32,877$256.4K0.16%00.0%Unchanged
MetLife Investment Management32,456$253.2K0.00%+3,348+11.5%Added
Mirae Asset Global ETFs Holdings Ltd.29,493$230.0K0.00%−2,411−7.6%Reduced
Comerica Bank25,657$200.1K0.00%−7,962−23.7%Reduced
Citigroup Inc25,091$195.7K0.00%−19,274−43.4%Reduced
Caldwell Sutter Capital, Inc.25,000$195.0K0.09%00.0%Unchanged
Intech Investment Management LLC21,623$168.7K0.00%−8,094−27.2%Reduced
Quantinno Capital Management LP21,264$165.9K0.00%+21,264New
Manufacturers Life Insurance Company, The21,098$164.6K0.00%+1,015+5.1%Added
Creative Planning19,317$150.7K0.00%−11,355−37.0%Reduced
BNP Paribas Arbitrage, SA18,005$140.4K0.00%+14,267+381.7%Added
Group One Trading, L.P.17,859$139.3K0.00%+17,859New
Voya Investment Management LLC16,276$127.0K0.00%00.0%Unchanged
Oxford Asset Management LLP15,760$122.9K0.04%+15,760New
State Board of Administration of Florida Retirement System15,690$122.4K0.00%00.0%Unchanged
Millennium Management LLC15,336$119.6K0.00%−14,405−48.4%Reduced
The PNC Financial Services Group, Inc.15,300$119.3K0.00%00.0%Unchanged
First Bank & Trust14,317$111.7K0.02%+14,317New
PDT Partners, LLC13,400$104.5K0.01%+13,400New
MBM Wealth Consultants, LLC13,000$101.4K0.03%−17,000−56.7%Reduced
Wolverine Trading, LLC11,988$94.2K0.00%+11,988New
Graham Capital Management, L.P.11,817$92.2K0.00%+11,817New
Police & Firemen's Retirement System of New Jersey11,384$88.8K0.00%00.0%Unchanged
ProShare Advisors LLC11,044$86.1K0.00%−496−4.3%Reduced
Brinker Capital Investments, LLC10,206$79.6K0.00%−1,697−14.3%Reduced
Investors Research Corp9,198$71.7K0.01%00.0%Unchanged
New York State Common Retirement Fund8,253$64.4K0.00%00.0%Unchanged
State of Wyoming6,758$52.7K0.01%−33,047−83.0%Reduced
Tower Research Capital LLC (TRC)6,019$46.9K0.00%+2,856+90.3%Added
Ameritas Investment Partners, Inc.5,423$42.3K0.00%00.0%Unchanged
Legal & General Group Plc4,988$38.9K0.00%−39,505−88.8%Reduced
California State Teachers Retirement System3,863$30.1K0.00%−43,224−91.8%Reduced
NBC Securities, Inc.3,950$30.0K0.00%00.0%Unchanged
FMR LLC3,619$28.2K0.00%+2,376+191.2%Added
Simplex Trading, LLC2,935$22.0K0.00%+2,617+823.0%Added
Public Employees Retirement System of Ohio2,199$17.2K0.00%+125+6.0%Added