72% buyers of institutions opening or closing positions this quarter
36 more new buyers than exits, ownership rose 34.37 percentage points vs the prior quarter, and 4 well-known fund managers in the top 25.
72% buyers of institutions opening or closing positions this quarter
69.9% institutional ownership
ROBOTTI ROBERT portfolio allocation
Institutional ownership vs Chemicals peers
No Form 4 insider transactions on file
Latest positioning in LXU across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LXU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $60.6M | -32.1% | 5.657% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $36.2M | +2.4% | 3.385% | 0.01% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4M | $35.8M | β | 3.348% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 2.3M | $34.2M | +10.8% | 3.196% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $33.4M | β | 3.124% | 0.00% |
| 6 | ROBOTTI ROBERT | 2.1M | $31.6M | -36.2% | 2.951% | 4.93% |
| 7 | D. E. Shaw & Co., Inc. | 2.0M | $30.3M | +6489.6% | 2.832% | 0.02% |
| 8 | Ghisallo Capital Management LLC | 1.9M | $28.3M | β | 2.644% | 0.78% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 1.8M | $26.7M | +2.7% | 2.495% | 0.04% |
| 10 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.7M | $26.0M | -7.4% | 2.429% | 0.60% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $19.6M | +2.6% | 1.830% | 0.00% |
| 12 | STATE STREET CORP | 1.1M | $16.9M | -3.7% | 1.575% | 0.00% |
| 13 | First Eagle Investment Management, LLC | 1.1M | $16.2M | -17.2% | 1.510% | 0.02% |
| 14 | CITADEL ADVISORS LLC | 1.0M | $15.1M | +836.7% | 1.413% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 930K | $13.9M | -3.7% | 1.294% | 0.00% |
| 16 | MORGAN STANLEY | 808K | $12.0M | +76.7% | 1.125% | 0.00% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 769K | $11.5M | β | 1.070% | 0.01% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 550K | $8.2M | +5.1% | 0.765% | 0.16% |
| 19 | Point72 Asset Management, L.P. | 549K | $8.2M | +2863.2% | 0.765% | 0.01% |
| 20 | TWO SIGMA INVESTMENTS, LP | 535K | $8.0M | +539.9% | 0.745% | 0.01% |
| 21 | Cerity Partners LLC | 525K | $7.8M | -29.3% | 0.730% | 0.01% |
| 22 | MILLENNIUM MANAGEMENT LLC | 515K | $7.7M | +2288.2% | 0.717% | 0.00% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 454K | $6.8M | β | 0.632% | 0.00% |
| 24 | Qube Research & Technologies Ltd | 451K | $6.7M | β | 0.627% | 0.01% |
| 25 | Jump Financial, LLC | 446K | $6.6M | +1691.6% | 0.620% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LXU β a direct measure of their conviction.
Filings activity in LXU during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 184 | +24% | 69.87% | +34.37 pp | $671M | +97% |
| Q4 2025 | 148 | +8.8% | 35.50% | +1.59 pp | $341M | +4.7% |
| Q3 2025 | 136 | +6.3% | 33.91% | +0.97 pp | $325M | +2.9% |
| Q2 2025 | 128 | 3.8% | 32.94% | +7.10 pp | $316M | +27% |
| Q1 2025 | 133 | +3.9% | 25.84% | 29.42 pp | $248M | 53% |
| Q4 2024 | 128 | +0.0% | 55.26% | +23.93 pp | $530M | +76% |
| Q3 2024 | 128 | +0.8% | 31.33% | +0.93 pp | $301M | +3.1% |
| Q2 2024 | 127 | β | 30.40% | β | $292M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for LXU.
Quick answers to the most common questions about buying LXU stock.
Based on Q1 2026 13F filings, institutional ownership of LSB Industries, Inc. stands at 69.9%, held across 184 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LXU, with approximately 4,064,156 shares worth $0.06B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of LXU, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, Point72 Asset Management, L.P., TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for LXU is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in LXU during Q1 2026, while 23 fully exited. 115 added to existing positions and 9 trimmed.
LXU institutional ownership rose by 34.37 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 51.2% of all reported 13F value in LXU, and the top 25 account for 75.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.