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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
Arrowstreet Capital, Limited Partnership217,161$1.69M0.00%+217,161New
Goldman Sachs Group Inc220,843$1.72M0.00%−46,627−17.4%Reduced
Royce & Associates LP230,647$1.80M0.02%−420−0.2%Reduced
Morgan Stanley250,892$1.96M0.00%+83,889+50.2%Added
CenterBook Partners LP256,185$2.00M0.11%−373,660−59.3%Reduced
HighTower Advisors, LLC257,242$2.01M0.00%+2,000+0.8%Added
UBS Group AG280,195$2.19M0.00%−20,245−6.7%Reduced
Nuveen, LLC285,243$2.22M0.00%+99,235+53.3%Added
Brandywine Global Investment Management, LLC309,280$2.41M0.02%+309,280New
Citadel Advisors LLC346,146$2.70M0.00%+43,482+14.4%Added
Northern Trust Corp436,851$3.41M0.00%−34,929−7.4%Reduced
Bridgeway Capital Management, LLC467,113$3.64M0.09%+110,889+31.1%Added
Charles Schwab Investment Management Inc721,184$5.63M0.00%+148,775+26.0%Added
Cerity Partners LLC754,788$5.89M0.01%−14,324−1.9%Reduced
Third Avenue Management LLC789,447$6.16M1.27%00.0%Unchanged
State Street Corp1,179,378$9.20M0.00%−87,622−6.9%Reduced
Geode Capital Management, LLC1,261,020$9.84M0.00%+14,313+1.1%Added
First Eagle Investment Management, LLC1,765,601$13.8M0.03%−46,100−2.5%Reduced
Renaissance Technologies LLC1,766,593$13.8M0.02%+23,600+1.4%Added
Systematic Financial Management LP1,817,498$14.2M0.38%+32,373+1.8%Added
American Century Companies Inc1,880,868$14.7M0.01%+104,355+5.9%Added
Gendell Jeffrey L1,944,465$15.2M0.40%−758,426−28.1%Reduced
Dimensional Fund Advisors LP2,434,092$19.0M0.00%+29,476+1.2%Added
CastleKnight Management LP2,443,683$19.1M1.26%+2,129,185+677.0%Added
Vanguard Group Inc3,007,048$23.5M0.00%−68,229−2.2%Reduced
Robotti Robert4,266,802$33.3M6.24%−12,950−0.3%Reduced
BlackRock, Inc.5,958,286$46.5M0.00%+5,234+0.1%Added
Two Sigma Advisers, LP0$00.00%−125,380−100.0%Sold out
Swiss National Bank0$00.00%−97,800−100.0%Sold out
Panagora Asset Management Inc0$00.00%−71,248−100.0%Sold out
Two Sigma Investments, LP0$00.00%−70,909−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−57,534−100.0%Sold out
Sowell Financial Services LLC0$00.00%−49,770−100.0%Sold out
Engineers Gate Manager LP0$00.00%−46,903−100.0%Sold out
Ausbil Investment Management Ltd0$00.00%−40,693−100.0%Sold out
Eschler Asset Management LLP0$00.00%−39,500−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−26,122−100.0%Sold out
Janus Henderson Group PLC0$00.00%−18,730−100.0%Sold out
Diversified Trust Co0$00.00%−18,419−100.0%Sold out
Humankind Investments LLC0$00.00%−16,372−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−15,727−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−15,051−100.0%Sold out
Monaco Asset Management SAM0$00.00%−15,000−100.0%Sold out
Arizona State Retirement System0$00.00%−14,381−100.0%Sold out
SG Americas Securities, LLC0$00.00%−13,262−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−11,879−100.0%Sold out
CIBC World Markets Corp0$00.00%−11,831−100.0%Sold out
Aigen Investment Management, LP0$00.00%−10,533−100.0%Sold out
KLP Kapitalforvaltning AS0$00.00%−9,400−100.0%Sold out
Great West Life Assurance Co0$00.00%−5,805−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,476−100.0%Sold out
Quest Partners LLC0$00.00%−1,039−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−780−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−65−100.0%Sold out
Signaturefd, LLC0$00.00%−35−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−9−100.0%Sold out
Orion Portfolio Solutions, LLC––––Not filed