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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, Q3 2025

Institutional positions in LSB Industries, Inc. as of Sep 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
138
+11 vs. Q2 2025
Shares held
40.7M
+1.03M (+2.6%) vs. Q2 2025
Total value
$320.9M
+$11.4M (+3.7%) vs. Q2 2025
New holders
22
49 more added
Sold out
11
42 more reduced

Compare with Q2 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 holdersQ3 2025: 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 heldQ3 2025: $320.9M
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, Q3 2025

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q2 2025.

Institutions holding LXU in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,045,494$47.6M0.00%+87,208+1.5%Added
Robotti Robert4,257,922$33.6M5.82%−8,880−0.2%Reduced
CastleKnight Management LP3,018,045$23.8M1.28%+574,362+23.5%Added
Vanguard Group Inc3,013,952$23.7M0.00%+6,904+0.2%Added
Dimensional Fund Advisors LP2,432,432$19.2M0.00%−1,660−0.1%Reduced
Gendell Jeffrey L2,058,807$16.2M0.30%+114,342+5.9%Added
American Century Companies Inc1,990,812$15.7M0.01%+109,944+5.8%Added
Systematic Financial Management LP1,916,646$15.1M0.37%+99,148+5.5%Added
Renaissance Technologies LLC1,800,393$14.2M0.02%+33,800+1.9%Added
First Eagle Investment Management, LLC1,579,801$12.4M0.02%−185,800−10.5%Reduced
Geode Capital Management, LLC1,266,739$9.98M0.00%+5,719+0.5%Added
State Street Corp1,188,424$9.36M0.00%+9,046+0.8%Added
Charles Schwab Investment Management Inc856,154$6.75M0.00%+134,970+18.7%Added
Third Avenue Management LLC789,447$6.13M1.15%00.0%Unchanged
Cerity Partners LLC743,784$5.86M0.01%−11,004−1.5%Reduced
Bridgeway Capital Management, LLC495,270$3.90M0.08%+28,157+6.0%Added
Northern Trust Corp435,898$3.43M0.00%−953−0.2%Reduced
Jane Street Group, LLC384,405$3.03M0.00%+258,731+205.9%Added
JPMorgan Chase & Co365,601$2.88M0.00%+187,108+104.8%Added
Deutsche Bank AG357,301$2.82M0.00%+245,033+218.3%Added
Brandywine Global Investment Management, LLC298,180$2.35M0.02%−11,100−3.6%Reduced
Kennedy Capital Management, Inc.276,145$2.18M0.05%+65,332+31.0%Added
UBS Group AG268,489$2.12M0.00%−11,706−4.2%Reduced
HighTower Advisors, LLC257,242$2.03M0.00%00.0%Unchanged
Empowered Funds, LLC244,870$1.93M0.02%+28,157+13.0%Added
Krilogy Financial LLC207,543$1.74M0.07%+6,750+3.4%Added
Royce & Associates LP181,067$1.43M0.01%−49,580−21.5%Reduced
Morgan Stanley176,088$1.39M0.00%−74,804−29.8%Reduced
Nuveen, LLC168,053$1.32M0.00%−117,190−41.1%Reduced
BNP Paribas Arbitrage, SA166,639$1.31M0.00%+148,634+825.5%Added
Bank of New York Mellon Corp159,092$1.25M0.00%+6,770+4.4%Added
Goldman Sachs Group Inc158,961$1.25M0.00%−61,882−28.0%Reduced
Bank of America Corp156,700$1.23M0.00%+14,580+10.3%Added
Arrowstreet Capital, Limited Partnership151,655$1.20M0.00%−65,506−30.2%Reduced
Wedge Capital Management L L P129,040$1.02M0.02%+23,279+22.0%Added
Invesco Ltd.125,359$987.8K0.00%−17,448−12.2%Reduced
Susquehanna International Group, LLP122,805$967.7K0.00%−52,409−29.9%Reduced
International Assets Investment Management, LLC108,902$854.9K0.07%00.0%Unchanged
Royal Bank of Canada105,280$829.0K0.00%−40,363−27.7%Reduced
Rhumbline Advisers87,075$686.1K0.00%−2,729−3.0%Reduced
Boothbay Fund Management, LLC86,423$681.0K0.02%+86,423New
Gsa Capital Partners LLP84,841$669.0K0.06%−18,368−17.8%Reduced
Campbell & CO Investment Adviser LLC82,432$649.6K0.05%+82,432New
Ironwood Investment Management LLC81,825$644.8K0.28%−600−0.7%Reduced
Barclays PLC75,814$597.4K0.00%−14,000−15.6%Reduced
PharVision Advisers, LLC72,756$573.3K0.32%+72,756New
LPL Financial LLC71,850$566.2K0.00%+2,100+3.0%Added
JB Capital Partners LP70,000$551.6K0.09%00.0%Unchanged
Price T Rowe Associates Inc57,694$455.0K0.00%+466+0.8%Added
Alliancebernstein L.P.57,170$450.5K0.00%00.0%Unchanged
Verition Fund Management LLC55,298$435.7K0.00%+8,136+17.3%Added
Wolverine Trading, LLC52,198$421.8K0.01%+40,210+335.4%Added
Two Sigma Investments, LP53,155$418.9K0.00%+53,155New
Lazard Asset Management LLC51,086$402.6K0.00%+51,086New
Citadel Advisors LLC50,543$398.3K0.00%−295,603−85.4%Reduced
Tudor Investment Corp Et Al50,295$396.3K0.00%−52,909−51.3%Reduced
Pekin Hardy Strauss, Inc.50,250$396.0K0.04%−11,270−18.3%Reduced
D. E. Shaw & Co., Inc.47,224$372.1K0.00%−18,172−27.8%Reduced
Counterpoint Mutual Funds LLC46,487$366.3K0.03%+46,487New
Stifel Financial Corp46,209$364.1K0.00%+1,929+4.4%Added
Moors & Cabot, Inc.45,300$357.0K0.02%00.0%Unchanged
AQR Capital Management LLC43,331$341.4K0.00%+8,319+23.8%Added
Wells Fargo & Company41,294$325.4K0.00%+6,733+19.5%Added
Comerica Bank39,515$311.4K0.00%+13,858+54.0%Added
Pecaut & Co.38,500$303.4K0.10%−5,000−11.5%Reduced
Quantinno Capital Management LP34,868$274.8K0.00%+13,604+64.0%Added
Hennion & Walsh Asset Management, Inc.34,867$274.8K0.01%−1,115−3.1%Reduced
Founders Financial Alliance, LLC34,373$270.9K0.05%−1,300−3.6%Reduced
Bailard, Inc.33,000$260.0K0.01%00.0%Unchanged
MetLife Investment Management30,977$244.1K0.00%−1,479−4.6%Reduced
CenterBook Partners LP29,340$231.2K0.01%−226,845−88.5%Reduced
Two Sigma Advisers, LP29,250$230.5K0.00%+29,250New
Los Angeles Capital Management LLC28,798$226.9K0.00%+28,798New
Beacon Pointe Advisors, LLC27,500$216.7K0.00%−7,980−22.5%Reduced
Creative Planning26,537$209.1K0.00%+7,220+37.4%Added
Mirae Asset Global ETFs Holdings Ltd.25,213$198.7K0.00%−4,280−14.5%Reduced
Caldwell Sutter Capital, Inc.25,000$197.0K0.08%00.0%Unchanged
Intech Investment Management LLC24,662$194.3K0.00%+3,039+14.1%Added
UBS Asset Management Americas Inc23,529$185.4K0.00%+23,529New
Quantbot Technologies LP20,473$161.3K0.00%+20,473New
Millennium Management LLC19,881$156.7K0.00%+4,545+29.6%Added
Manufacturers Life Insurance Company, The19,332$152.3K0.00%−1,766−8.4%Reduced
SG Americas Securities, LLC18,223$144.0K0.00%+18,223New
First Bank & Trust16,239$128.0K0.02%+1,922+13.4%Added
The PNC Financial Services Group, Inc.16,200$127.7K0.00%+900+5.9%Added
State Board of Administration of Florida Retirement System15,690$123.6K0.00%00.0%Unchanged
EntryPoint Capital, LLC15,576$122.7K0.05%−61,738−79.9%Reduced
Police & Firemen's Retirement System of New Jersey15,493$122.1K0.00%+4,109+36.1%Added
PDT Partners, LLC13,400$105.6K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC13,000$102.4K0.03%00.0%Unchanged
Brinker Capital Investments, LLC12,354$97.3K0.00%+2,148+21.0%Added
Quarry LP11,926$94.0K0.02%+11,926New
Voya Investment Management LLC10,500$82.7K0.00%−5,776−35.5%Reduced
Investors Research Corp9,198$72.5K0.01%00.0%Unchanged
New York State Common Retirement Fund8,253$65.0K0.00%00.0%Unchanged
Citigroup Inc6,465$50.9K0.00%−18,626−74.2%Reduced
Ameritas Investment Partners, Inc.5,423$42.7K0.00%00.0%Unchanged
Aquatic Capital Management LLC5,367$42.3K0.00%+5,367New
Legal & General Group Plc4,988$39.3K0.00%00.0%Unchanged
Russell Investments Group, Ltd.4,500$35.5K0.00%+4,350+2,900.0%Added