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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
International Assets Investment Management, LLC108,902$854.9K0.07%00.0%Unchanged
Susquehanna International Group, LLP122,805$967.7K0.00%−52,409−29.9%Reduced
Invesco Ltd.125,359$987.8K0.00%−17,448−12.2%Reduced
Wedge Capital Management L L P129,040$1.02M0.02%+23,279+22.0%Added
Arrowstreet Capital, Limited Partnership151,655$1.20M0.00%−65,506−30.2%Reduced
Bank of America Corp156,700$1.23M0.00%+14,580+10.3%Added
Goldman Sachs Group Inc158,961$1.25M0.00%−61,882−28.0%Reduced
Bank of New York Mellon Corp159,092$1.25M0.00%+6,770+4.4%Added
BNP Paribas Arbitrage, SA166,639$1.31M0.00%+148,634+825.5%Added
Nuveen, LLC168,053$1.32M0.00%−117,190−41.1%Reduced
Morgan Stanley176,088$1.39M0.00%−74,804−29.8%Reduced
Royce & Associates LP181,067$1.43M0.01%−49,580−21.5%Reduced
Krilogy Financial LLC207,543$1.74M0.07%+6,750+3.4%Added
Empowered Funds, LLC244,870$1.93M0.02%+28,157+13.0%Added
HighTower Advisors, LLC257,242$2.03M0.00%00.0%Unchanged
UBS Group AG268,489$2.12M0.00%−11,706−4.2%Reduced
Kennedy Capital Management, Inc.276,145$2.18M0.05%+65,332+31.0%Added
Brandywine Global Investment Management, LLC298,180$2.35M0.02%−11,100−3.6%Reduced
Deutsche Bank AG357,301$2.82M0.00%+245,033+218.3%Added
JPMorgan Chase & Co365,601$2.88M0.00%+187,108+104.8%Added
Jane Street Group, LLC384,405$3.03M0.00%+258,731+205.9%Added
Northern Trust Corp435,898$3.43M0.00%−953−0.2%Reduced
Bridgeway Capital Management, LLC495,270$3.90M0.08%+28,157+6.0%Added
Cerity Partners LLC743,784$5.86M0.01%−11,004−1.5%Reduced
Third Avenue Management LLC789,447$6.13M1.15%00.0%Unchanged
Charles Schwab Investment Management Inc856,154$6.75M0.00%+134,970+18.7%Added
State Street Corp1,188,424$9.36M0.00%+9,046+0.8%Added
Geode Capital Management, LLC1,266,739$9.98M0.00%+5,719+0.5%Added
First Eagle Investment Management, LLC1,579,801$12.4M0.02%−185,800−10.5%Reduced
Renaissance Technologies LLC1,800,393$14.2M0.02%+33,800+1.9%Added
Systematic Financial Management LP1,916,646$15.1M0.37%+99,148+5.5%Added
American Century Companies Inc1,990,812$15.7M0.01%+109,944+5.8%Added
Gendell Jeffrey L2,058,807$16.2M0.30%+114,342+5.9%Added
Dimensional Fund Advisors LP2,432,432$19.2M0.00%−1,660−0.1%Reduced
Vanguard Group Inc3,013,952$23.7M0.00%+6,904+0.2%Added
CastleKnight Management LP3,018,045$23.8M1.28%+574,362+23.5%Added
Robotti Robert4,257,922$33.6M5.82%−8,880−0.2%Reduced
BlackRock, Inc.6,045,494$47.6M0.00%+87,208+1.5%Added
First Trust Advisors LP0$00.00%−171,708−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−94,469−100.0%Sold out
Hara Capital LLC0$00.00%−32,877−100.0%Sold out
Oxford Asset Management LLP0$00.00%−15,760−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−11,817−100.0%Sold out
ProShare Advisors LLC0$00.00%−11,044−100.0%Sold out
Skopos Labs, Inc.0$00.00%−824−100.0%Sold out
MAI Capital Management0$00.00%−157−100.0%Sold out
Total Investment Management Inc0$00.00%−38−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−11−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−1−100.0%Sold out