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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, Q4 2025

Institutional positions in LSB Industries, Inc. as of Dec 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
149
+12 vs. Q3 2025
Shares held
39.9M
−774.8K (−1.9%) vs. Q3 2025
Total value
$339.4M
+$19.0M (+5.9%) vs. Q3 2025
New holders
24
37 more added
Sold out
12
62 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 149 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 heldQ4 2025: $339.4M
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, Q4 2025

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q3 2025.

Institutions holding LXU in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,984,077$50.9M0.00%−61,417−1.0%Reduced
Robotti Robert3,321,097$28.2M5.07%−936,825−22.0%Reduced
CastleKnight Management LP3,239,383$27.5M1.57%+221,338+7.3%Added
Vanguard Group Inc3,034,388$25.8M0.00%+20,436+0.7%Added
Dimensional Fund Advisors LP2,373,937$20.2M0.00%−58,495−2.4%Reduced
Gendell Jeffrey L2,134,130$18.1M0.32%+75,323+3.7%Added
American Century Companies Inc2,071,541$17.6M0.01%+80,729+4.1%Added
Systematic Financial Management LP1,885,200$16.0M0.38%−31,446−1.6%Reduced
Renaissance Technologies LLC1,745,893$14.8M0.02%−54,500−3.0%Reduced
First Eagle Investment Management, LLC1,310,794$11.1M0.02%−269,007−17.0%Reduced
Geode Capital Management, LLC1,280,864$10.9M0.00%+14,125+1.1%Added
State Street Corp1,174,914$9.99M0.00%−13,510−1.1%Reduced
Charles Schwab Investment Management Inc965,757$8.21M0.00%+109,603+12.8%Added
Third Avenue Management LLC789,447$6.71M1.22%00.0%Unchanged
Cerity Partners LLC742,205$6.31M0.01%−1,579−0.2%Reduced
Bridgeway Capital Management, LLC523,448$4.45M0.09%+28,178+5.7%Added
Morgan Stanley457,368$3.89M0.00%+281,280+159.7%Added
Northern Trust Corp406,025$3.45M0.00%−29,873−6.9%Reduced
Krilogy Financial LLC308,343$2.98M0.10%+100,800+48.6%Added
Tudor Investment Corp Et Al342,894$2.91M0.02%+292,599+581.8%Added
JPMorgan Chase & Co340,800$2.90M0.00%−24,801−6.8%Reduced
Jane Street Group, LLC320,218$2.72M0.00%−64,187−16.7%Reduced
Brandywine Global Investment Management, LLC287,280$2.44M0.02%−10,900−3.7%Reduced
Goldman Sachs Group Inc284,533$2.42M0.00%+125,572+79.0%Added
Kennedy Capital Management, Inc.277,355$2.36M0.05%+1,210+0.4%Added
HighTower Advisors, LLC257,228$2.19M0.00%−140.0%Reduced
UBS Group AG240,442$2.04M0.00%−28,047−10.4%Reduced
Lazard Asset Management LLC205,236$1.74M0.00%+154,150+301.7%Added
Royce & Associates LP175,601$1.49M0.02%−5,466−3.0%Reduced
Nuveen, LLC161,613$1.37M0.00%−6,440−3.8%Reduced
Bank of New York Mellon Corp159,489$1.36M0.00%+397+0.2%Added
Wedge Capital Management L L P136,834$1.16M0.02%+7,794+6.0%Added
BNP Paribas Arbitrage, SA133,197$1.13M0.00%−33,442−20.1%Reduced
Invesco Ltd.116,371$989.2K0.00%−8,988−7.2%Reduced
Bank of America Corp110,804$941.8K0.00%−45,896−29.3%Reduced
International Assets Investment Management, LLC108,452$921.8K0.06%−450−0.4%Reduced
Barclays PLC83,950$713.6K0.00%+8,136+10.7%Added
Two Sigma Investments, LP83,649$711.0K0.00%+30,494+57.4%Added
Ironwood Investment Management LLC81,667$694.2K0.29%−158−0.2%Reduced
Trexquant Investment LP80,402$683.4K0.01%+80,402New
Caption Management, LLC78,935$670.9K0.03%+78,935New
Rhumbline Advisers77,244$656.6K0.00%−9,831−11.3%Reduced
Gsa Capital Partners LLP71,175$605.0K0.05%−13,666−16.1%Reduced
JB Capital Partners LP70,000$595.0K0.10%00.0%Unchanged
LPL Financial LLC62,342$529.9K0.00%−9,508−13.2%Reduced
Price T Rowe Associates Inc61,102$520.0K0.00%+3,408+5.9%Added
Wells Fargo & Company60,384$513.3K0.00%+19,090+46.2%Added
Dynamic Technology Lab Private Ltd54,185$461.0K0.10%+54,185New
Boothbay Fund Management, LLC53,561$455.3K0.01%−32,862−38.0%Reduced
Pekin Hardy Strauss, Inc.49,000$416.5K0.04%−1,250−2.5%Reduced
PharVision Advisers, LLC48,363$411.1K0.21%−24,393−33.5%Reduced
Alliancebernstein L.P.48,330$410.8K0.00%−8,840−15.5%Reduced
Y-Intercept (Hong Kong) Ltd47,763$406.0K0.01%+47,763New
Verition Fund Management LLC44,900$381.6K0.00%−10,398−18.8%Reduced
Quantinno Capital Management LP44,483$378.1K0.00%+9,615+27.6%Added
Deutsche Bank AG42,027$357.2K0.00%−315,274−88.2%Reduced
SEI Investments Co41,143$349.7K0.00%+41,143New
Comerica Bank40,040$340.3K0.00%+525+1.3%Added
Moors & Cabot, Inc.40,012$340.1K0.01%−5,288−11.7%Reduced
SG Americas Securities, LLC39,076$332.0K0.00%+20,853+114.4%Added
Pecaut & Co.38,500$327.3K0.11%00.0%Unchanged
Citigroup Inc36,860$313.3K0.00%+30,395+470.1%Added
Squarepoint Ops LLC36,776$312.6K0.00%+36,776New
Two Sigma Advisers, LP36,350$309.0K0.00%+7,100+24.3%Added
Founders Financial Alliance, LLC34,373$292.2K0.06%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.34,156$290.3K0.01%−711−2.0%Reduced
Citadel Advisors LLC33,690$286.4K0.00%−16,853−33.3%Reduced
Counterpoint Mutual Funds LLC32,992$280.4K0.02%−13,495−29.0%Reduced
Prelude Capital Management, LLC31,924$271.4K0.02%+31,924New
Inceptionr LLC31,708$269.5K0.07%+31,708New
D. E. Shaw & Co., Inc.30,882$262.5K0.00%−16,342−34.6%Reduced
Balyasny Asset Management LLC30,855$262.3K0.00%+30,855New
Creative Planning28,541$242.6K0.00%+2,004+7.6%Added
Los Angeles Capital Management LLC26,906$222.8K0.00%−1,892−6.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.25,005$212.5K0.00%−208−0.8%Reduced
Caldwell Sutter Capital, Inc.25,000$212.5K0.09%00.0%Unchanged
Jump Financial, LLC24,881$211.5K0.00%+24,881New
Stifel Financial Corp24,530$208.5K0.00%−21,679−46.9%Reduced
Intech Investment Management LLC22,431$190.7K0.00%−2,231−9.0%Reduced
MetLife Investment Management22,428$190.6K0.00%−8,549−27.6%Reduced
Franklin Resources Inc22,359$190.1K0.00%+22,359New
VARCOV Co.21,663$184.1K0.07%+21,663New
Millennium Management LLC21,573$183.4K0.00%+1,692+8.5%Added
Bailard, Inc.20,500$174.3K0.00%−12,500−37.9%Reduced
Engineers Gate Manager LP20,264$172.2K0.00%+20,264New
Oxford Asset Management LLP19,600$166.6K0.06%+19,600New
Point72 Asset Management, L.P.18,538$157.6K0.00%+18,538New
Canada Pension Plan Investment Board18,500$157.3K0.00%+18,500New
Beacon Pointe Advisors, LLC17,500$148.8K0.00%−10,000−36.4%Reduced
Manufacturers Life Insurance Company, The16,927$143.9K0.00%−2,405−12.4%Reduced
First Bank & Trust16,668$141.7K0.02%+429+2.6%Added
The PNC Financial Services Group, Inc.16,210$137.8K0.00%+10+0.1%Added
Fox Run Management, L.L.C.15,831$134.6K0.02%+15,831New
State Board of Administration of Florida Retirement System15,690$133.4K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey15,493$131.7K0.00%00.0%Unchanged
Acadian Asset Management LLC14,568$123.0K0.00%+14,568New
AQR Capital Management LLC14,079$119.7K0.00%−29,252−67.5%Reduced
PDT Partners, LLC13,400$113.9K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC13,000$110.5K0.03%00.0%Unchanged
Brinker Capital Investments, LLC12,642$107.5K0.00%+288+2.3%Added