Skip to main content

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, Q1 2026

Institutional positions in LSB Industries, Inc. as of Mar 31, 2026. 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
189
+44 vs. Q4 2025
Shares held
49.4M
+12.9M (+35.3%) vs. Q4 2025
Total value
$736.1M
+$425.4M (+136.9%) vs. Q4 2025
New holders
60
66 more added
Sold out
16
43 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 189 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 heldQ1 2026: $736.1M
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, Q1 2026

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q4 2025.

Institutions holding LXU in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,064,156$60.6M0.00%−1,919,921−32.1%Reduced
Dimensional Fund Advisors LP2,431,936$36.2M0.01%+57,999+2.4%Added
Susquehanna International Group, LLP2,360,535$35.2M0.05%+2,360,535New
American Century Companies Inc2,296,001$34.2M0.02%+224,460+10.8%Added
Vanguard Capital Management LLC2,244,317$33.4M0.00%+2,244,317New
Robotti Robert2,120,099$31.6M4.93%−1,200,998−36.2%Reduced
D. E. Shaw & Co., Inc.2,035,007$30.3M0.02%+2,004,125+6,489.6%Added
Ghisallo Capital Management LLC1,900,000$28.3M0.78%+1,900,000New
Renaissance Technologies LLC1,792,506$26.7M0.04%+46,613+2.7%Added
Systematic Financial Management LP1,745,204$26.0M0.60%−139,996−7.4%Reduced
CastleKnight Management LP1,513,316$22.5M1.05%−1,726,067−53.3%Reduced
Geode Capital Management, LLC1,314,765$19.6M0.00%+33,901+2.6%Added
State Street Corp1,131,309$16.9M0.00%−43,605−3.7%Reduced
First Eagle Investment Management, LLC1,085,000$16.2M0.03%−225,794−17.2%Reduced
T. Rowe Price Investment Management, Inc.1,017,963$15.2M0.01%+1,017,963New
Charles Schwab Investment Management Inc929,851$13.9M0.00%−35,906−3.7%Reduced
Jane Street Group, LLC919,910$13.7M0.01%+599,692+187.3%Added
Citadel Advisors LLC817,563$12.2M0.01%+783,873+2,326.7%Added
Morgan Stanley808,221$12.0M0.00%+350,853+76.7%Added
Arrowstreet Capital, Limited Partnership769,008$11.5M0.01%+769,008New
JPMorgan Chase & Co584,072$9.22M0.00%+243,272+71.4%Added
Bridgeway Capital Management, LLC549,858$8.19M0.16%+26,410+5.0%Added
Point72 Asset Management, L.P.549,326$8.18M0.01%+530,788+2,863.2%Added
Two Sigma Investments, LP535,295$7.98M0.01%+451,646+539.9%Added
Cerity Partners LLC524,581$7.82M0.01%−217,624−29.3%Reduced
Millennium Management LLC515,196$7.68M0.01%+493,623+2,288.2%Added
Vanguard Portfolio Management LLC453,784$6.76M0.00%+453,784New
Qube Research & Technologies Ltd450,747$6.72M0.01%+450,747New
Jump Financial, LLC445,761$6.64M0.10%+420,880+1,691.6%Added
Northern Trust Corp428,492$6.38M0.00%+22,467+5.5%Added
Marshall Wace, LLP422,414$6.29M0.01%+422,414New
Third Avenue Management LLC381,096$5.68M0.92%−408,351−51.7%Reduced
Goldman Sachs Group Inc350,938$5.23M0.00%+66,405+23.3%Added
Vanguard Fiduciary Trust Co350,744$5.23M0.00%+350,744New
Empowered Funds, LLC339,458$5.06M0.03%+339,458New
UBS Group AG338,002$5.04M0.00%+97,560+40.6%Added
Trexquant Investment LP333,031$4.96M0.04%+252,629+314.2%Added
Tudor Investment Corp Et Al323,541$4.82M0.03%−19,353−5.6%Reduced
EAM Investors, LLC321,100$4.78M0.55%+321,100New
ExodusPoint Capital Management, LP307,269$4.58M0.05%+307,269New
Hillsdale Investment Management Inc.296,380$4.42M0.12%+296,380New
BNP Paribas Arbitrage, SA288,115$4.29M0.00%+154,918+116.3%Added
Kennedy Capital Management, Inc.285,000$4.25M0.09%+7,645+2.8%Added
HighTower Advisors, LLC257,129$3.83M0.00%−990.0%Reduced
Glenorchy Capital Ltd254,766$3.80M2.05%+254,766New
Engineers Gate Manager LP250,840$3.74M0.05%+230,576+1,137.9%Added
Bank of America Corp249,021$3.71M0.00%+138,217+124.7%Added
HRT Financial LP243,128$3.62M0.01%+243,128New
Lazard Asset Management LLC218,747$3.26M0.01%+13,511+6.6%Added
Invesco Ltd.208,825$3.11M0.00%+92,454+79.4%Added
LPL Financial LLC189,948$2.83M0.00%+127,606+204.7%Added
SEI Investments Co182,351$2.72M0.00%+141,208+343.2%Added
Krilogy Financial LLC178,343$2.67M0.09%−130,000−42.2%Reduced
Royce & Associates LP175,601$2.62M0.03%00.0%Unchanged
Nuveen, LLC174,534$2.60M0.00%+12,921+8.0%Added
Acadian Asset Management LLC156,800$2.33M0.00%+142,232+976.3%Added
Bank of New York Mellon Corp153,574$2.29M0.00%−5,915−3.7%Reduced
Seldon Capital LP153,318$2.28M0.84%+153,318New
XTX Topco Ltd126,159$1.88M0.03%+126,159New
Pekin Hardy Strauss, Inc.123,400$1.84M0.19%+74,400+151.8%Added
International Assets Investment Management, LLC104,102$1.56M0.11%−4,350−4.0%Reduced
VARCOV Co.103,145$1.54M0.57%+81,482+376.1%Added
Wedge Capital Management L L P102,776$1.53M0.03%−34,058−24.9%Reduced
Antipodes Partners Ltd101,927$1.52M0.03%+101,927New
Citigroup Inc90,641$1.35M0.00%+53,781+145.9%Added
Ironwood Investment Management LLC85,224$1.27M0.53%+3,557+4.4%Added
Numerai GP LLC81,115$1.21M0.12%+81,115New
Squarepoint Ops LLC79,184$1.18M0.00%+42,408+115.3%Added
Rhumbline Advisers77,896$1.16M0.00%+652+0.8%Added
Campbell & CO Investment Adviser LLC77,205$1.15M0.07%+77,205New
State Board of Administration of Florida Retirement System76,164$1.13M0.00%+60,474+385.4%Added
Price T Rowe Associates Inc70,635$1.05M0.00%+9,533+15.6%Added
JB Capital Partners LP70,000$1.04M0.18%00.0%Unchanged
CenterBook Partners LP66,996$998.2K0.05%+66,996New
Y-Intercept (Hong Kong) Ltd66,289$987.7K0.02%+18,526+38.8%Added
Advisor Group Holdings, Inc.58,796$875.9K0.00%+57,879+6,311.8%Added
Franklin Resources Inc56,771$845.9K0.00%+34,412+153.9%Added
EntryPoint Capital, LLC56,015$834.6K0.24%+56,015New
Caption Management, LLC54,588$813.4K0.04%−24,347−30.8%Reduced
Balyasny Asset Management LLC52,883$788.0K0.00%+22,028+71.4%Added
Virtu Financial LLC52,046$775.0K0.03%+52,046New
Quantinno Capital Management LP50,061$745.9K0.00%+5,578+12.5%Added
Voleon Capital Management LP49,398$736.0K0.02%+49,398New
Deutsche Bank AG47,512$707.9K0.00%+5,485+13.1%Added
Scientech Research LLC46,188$688.2K0.57%+46,188New
Canada Pension Plan Investment Board46,000$685.4K0.00%+27,500+148.6%Added
IMC-Chicago, LLC44,949$669.7K0.01%+44,949New
Axq Capital, LP44,538$663.6K0.09%+44,538New
Brevan Howard Capital Management LP42,347$631.0K0.01%+42,347New
Creative Planning38,748$577.3K0.00%+10,207+35.8%Added
Gsa Capital Partners LLP37,767$563.0K0.04%−33,408−46.9%Reduced
Moors & Cabot, Inc.37,212$554.5K0.02%−2,800−7.0%Reduced
Pecaut & Co.36,500$543.9K0.18%−2,000−5.2%Reduced
Caitong International Asset Management Co., Ltd35,013$521.7K0.10%+35,011+1,750,550.0%Added
Lighthouse Investment Partners, LLC35,000$521.5K0.02%+35,000New
Baader Bank INC35,936$521.5K0.05%+35,936New
Founders Financial Alliance, LLC34,373$512.2K0.09%00.0%Unchanged
Jain Global LLC34,258$510.4K0.01%+34,258New
Hennion & Walsh Asset Management, Inc.33,770$503.2K0.02%−386−1.1%Reduced
Aristeia Capital LLC31,972$476.4K0.01%+31,972New