LSB INDUSTRIES, INC. (LXU) — Institutional Holders, Q2 2026
201 institutional investment managers reported a LXU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $542.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LXU in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Qube Research & Technologies LtdAdded · +1,082,302 sh+$11.7M
- AMERICAN CENTURY COMPANIESAdded · +909,230 sh+$9.8M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +791,498 sh+$8.6M
- BlackRockAdded · +635,339 sh+$6.9M
- ACADIAN ASSET MANAGEMENTAdded · +436,916 sh+$4.7M
Biggest sellers
- SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -2,076,421 sh-$22.4M
- D. E. ShawTrimmed · -1,931,875 sh-$20.9M
- Ghisallo Capital ManagementSold out · -1,900,000 sh-$20.5M
- JANE STREET GROUPTrimmed · -701,239 sh-$7.6M
- Jump FinancialSold out · -445,761 sh-$4.8M
LXU 13F holders ranked 1–100 of 201
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 4,699,495 sh | 4,699,495 | $50.8M | <0.01% | +15.6% |
| 2 | AMERICAN CENTURY COMPANIES#2 · 3,205,231 sh | 3,205,231 | $34.6M | 0.02% | +39.6% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 2,510,165 sh | 2,510,165 | $27.1M | <0.01% | +11.8% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 2,425,322 sh | 2,425,322 | $26.2M | <0.01% | -0.3% |
| 5 | ROBOTTI ROBERT#5 · 2,119,699 sh | 2,119,699 | $22.9M | 3.70% | 0.0% |
| 6 | RENAISSANCE TECHNOLOGIES#6 · 1,748,406 sh | 1,748,406 | $18.9M | 0.03% | -2.5% |
| 7 | SYSTEMATIC FINANCIAL MANAGEMENT#7 · 1,671,625 sh | 1,671,625 | $18.1M | 0.36% | -4.2% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#8 · 1,560,506 sh | 1,560,506 | $16.9M | <0.01% | +102.9% |
| 9 | Qube Research & Technologies Ltd#9 · 1,533,049 sh | 1,533,049 | $16.6M | 0.02% | +240.1% |
| 10 | CastleKnight Management#10 · 1,494,391 sh | 1,494,391 | $16.2M | 0.22% | -1.3% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 1,468,036 sh | 1,468,036 | $15.9M | <0.01% | +11.7% |
| 12 | First Eagle Investment Management#12 · 1,418,900 sh | 1,418,900 | $15.3M | 0.03% | +30.8% |
| 13 | STATE STREET#13 · 1,304,343 sh | 1,304,343 | $14.1M | <0.01% | +15.3% |
| 14 | T. Rowe Price Investment Management#14 · 1,252,441 sh | 1,252,441 | $13.5M | <0.01% | +23.0% |
| 15 | CITADEL ADVISORS#15 · 1,087,599 sh | 1,087,599 | $11.8M | <0.01% | +33.0% |
| 16 | MORGAN STANLEY#16 · 1,043,524 sh | 1,043,524 | $11.3M | <0.01% | +29.1% |
| 17 | TWO SIGMA INVESTMENTS#17 · 955,862 sh | 955,862 | $10.3M | <0.01% | +78.6% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 880,489 sh | 880,489 | $9.5M | <0.01% | -5.3% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT#19 · 777,568 sh | 777,568 | $8.4M | <0.01% | +71.4% |
| 20 | ACADIAN ASSET MANAGEMENT#20 · 593,716 sh | 593,716 | $6.4M | <0.01% | +278.6% |
| 21 | JPMORGAN CHASE#21 · 577,203 sh | 577,203 | $6.2M | <0.01% | -1.2% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT#22 · 566,062 sh | 566,062 | $6.1M | 0.11% | +2.9% |
| 23 | Hillsdale Investment Management#23 · 556,520 sh | 556,520 | $6.0M | 0.14% | +87.8% |
| 24 | NORTHERN#24 · 549,611 sh | 549,611 | $5.9M | <0.01% | +28.3% |
| 25 | NORGES BANK#25 · 544,900 sh | 544,900 | $5.9M | <0.01% | — |
| 26 | Cerity Partners#26 · 512,983 sh | 512,983 | $5.5M | <0.01% | -2.2% |
| 27 | MARSHALL WACE, LLP#27 · 428,916 sh | 428,916 | $4.6M | <0.01% | +1.5% |
| 28 | SELDON CAPITAL#28 · 423,929 sh | 423,929 | $4.6M | 1.43% | +176.5% |
| 29 | GOLDMAN SACHS GROUP#29 · 396,010 sh | 396,010 | $4.3M | <0.01% | +12.8% |
| 30 | THIRD AVENUE MANAGEMENT#30 · 381,096 sh | 381,096 | $4.1M | 0.66% | 0.0% |
| 31 | PANAGORA ASSET MANAGEMENT#31 · 364,336 sh | 364,336 | $3.9M | 0.01% | New |
| 32 | LPL Financial#32 · 360,253 sh | 360,253 | $3.9M | <0.01% | +89.7% |
| 33 | VANGUARD FIDUCIARY#33 · 359,584 sh | 359,584 | $3.9M | <0.01% | +2.5% |
| 34 | Empowered Funds#34 · 355,662 sh | 355,662 | $3.8M | 0.02% | +4.8% |
| 35 | Squarepoint Ops#35 · 348,123 sh | 348,123 | $3.8M | <0.01% | +339.6% |
| 36 | BNP PARIBAS FINANCIAL MARKETS#36 · 320,439 sh | 320,439 | $3.5M | <0.01% | +11.2% |
| 37 | Point72 Asset Management, L.P.#37 · 316,954 sh | 316,954 | $3.4M | <0.01% | -42.3% |
| 38 | UBS Group AG#38 · 285,270 sh | 285,270 | $3.1M | <0.01% | -15.6% |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#39 · 284,114 sh | 284,114 | $3.1M | <0.01% | -88.0% |
| 40 | KENNEDY CAPITAL MANAGEMENT#40 · 279,882 sh | 279,882 | $3.0M | 0.05% | -1.8% |
| 41 | Man Group plc#41 · 270,918 sh | 270,918 | $2.9M | <0.01% | New |
| 42 | Glenorchy Capital Ltd#42 · 266,876 sh | 266,876 | $2.9M | 0.11% | +4.8% |
| 43 | TUDOR INVESTMENT ET AL#43 · 256,136 sh | 256,136 | $2.8M | <0.01% | -20.8% |
| 44 | LAZARD ASSET MANAGEMENT#44 · 233,828 sh | 233,828 | $2.5M | <0.01% | +6.9% |
| 45 | Krilogy Financial#45 · 223,343 sh | 223,343 | $2.4M | — | +25.2% |
| 46 | HighTower Advisors#46 · 221,900 sh | 221,900 | $2.4M | <0.01% | -13.7% |
| 47 | JANE STREET GROUP#47 · 218,671 sh | 218,671 | $2.4M | <0.01% | -76.2% |
| 48 | HRT FINANCIAL#48 · 209,692 sh | 209,692 | $2.3M | <0.01% | -13.8% |
| 49 | Invesco Ltd.#49 · 197,620 sh | 197,620 | $2.1M | <0.01% | -5.4% |
| 50 | XTX Topco Ltd#50 · 177,960 sh | 177,960 | $1.9M | 0.02% | +41.1% |
| 51 | Bank of New York Mellon#51 · 177,759 sh | 177,759 | $1.9M | <0.01% | +15.7% |
| 52 | Nuveen#52 · 176,012 sh | 176,012 | $1.9M | <0.01% | +0.8% |
| 53 | ROYCE & ASSOCIATES#53 · 175,601 sh | 175,601 | $1.9M | 0.02% | 0.0% |
| 54 | STATE OF WISCONSIN INVESTMENT BOARD#54 · 161,263 sh | 161,263 | $1.7M | <0.01% | New |
| 55 | Numerai GP#55 · 156,459 sh | 156,459 | $1.7M | 0.14% | +92.9% |
| 56 | BANK OF AMERICA#56 · 153,346 sh | 153,346 | $1.7M | <0.01% | -38.4% |
| 57 | MILLENNIUM MANAGEMENT#57 · 150,634 sh | 150,634 | $1.6M | <0.01% | -70.8% |
| 58 | Integrated Quantitative Investments#58 · 146,937 sh | 146,937 | $1.6M | 0.26% | New |
| 59 | SEGALL BRYANT & HAMILL#59 · 132,534 sh | 132,534 | $1.4M | 0.02% | New |
| 60 | CWA Asset Management Group#60 · 131,951 sh | 131,951 | $1.4M | — | New |
| 61 | WEDGE CAPITAL MANAGEMENT L L P#61 · 122,432 sh | 122,432 | $1.3M | — | +19.1% |
| 62 | Swiss National Bank#62 · 111,700 sh | 111,700 | $1.2M | <0.01% | New |
| 63 | Range Financial Group#63 · 109,441 sh | 109,441 | $1.2M | — | New |
| 64 | D. E. Shaw#64 · 103,132 sh | 103,132 | $1.1M | <0.01% | -94.9% |
| 65 | FRANKLIN RESOURCES#65 · 97,991 sh | 97,991 | $1.1M | <0.01% | +72.6% |
| 66 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#66 · 99,294 sh | 99,294 | $1.1M | 0.06% | -4.6% |
| 67 | Engineers Gate Manager#67 · 97,025 sh | 97,025 | $1.0M | 0.01% | -61.3% |
| 68 | CAPITAL FUND MANAGEMENT S.A.#68 · 92,605 sh | 92,605 | $1.0M | <0.01% | New |
| 69 | Gotham Asset Management#69 · 92,000 sh | 92,000 | $994.5K | <0.01% | New |
| 70 | IRONWOOD INVESTMENT MANAGEMENT#70 · 91,966 sh | 91,966 | $994.2K | 0.34% | +7.9% |
| 71 | CITIGROUP#71 · 91,901 sh | 91,901 | $993.5K | <0.01% | +1.4% |
| 72 | RHUMBLINE ADVISERS#72 · 89,565 sh | 89,565 | $968.2K | <0.01% | +15.0% |
| 73 | PRICE T ROWE ASSOCIATES#73 · 88,136 sh | 88,136 | $953.0K | <0.01% | +24.8% |
| 74 | PRUDENTIAL FINANCIAL#74 · 82,635 sh | 82,635 | $893.3K | <0.01% | New |
| 75 | Quantinno Capital Management#75 · 82,578 sh | 82,578 | $892.7K | <0.01% | +65.0% |
| 76 | Trexquant Investment#76 · 81,870 sh | 81,870 | $885.0K | <0.01% | -75.4% |
| 77 | ARDSLEY ADVISORY PARTNERS#77 · 75,000 sh | 75,000 | $810.8K | 0.08% | +200.0% |
| 78 | Freestone Grove Partners#78 · 74,977 sh | 74,977 | $810.5K | <0.01% | New |
| 79 | VARCOV#79 · 74,863 sh | 74,863 | $809.3K | 0.31% | -27.4% |
| 80 | Diametric Capital#80 · 74,003 sh | 74,003 | $800.0K | 0.08% | New |
| 81 | ALLIANCEBERNSTEIN L.P.#81 · 52,090 sh | 52,090 | $776.1K | <0.01% | 0.0% |
| 82 | ARISTEIA CAPITAL, L.L.C.#82 · 71,794 sh | 71,794 | $776.1K | 0.01% | +124.6% |
| 83 | CANADA PENSION PLAN INVESTMENT BOARD#83 · 71,300 sh | 71,300 | $770.8K | <0.01% | +55.0% |
| 84 | JB CAPITAL PARTNERS#84 · 70,000 sh | 70,000 | $756.7K | 0.12% | 0.0% |
| 85 | AQR CAPITAL MANAGEMENT#85 · 65,878 sh | 65,878 | $712.1K | <0.01% | +332.5% |
| 86 | Pekin Hardy Strauss#86 · 62,900 sh | 62,900 | $679.9K | 0.06% | -49.0% |
| 87 | EntryPoint Capital#87 · 61,006 sh | 61,006 | $659.5K | 0.16% | +8.9% |
| 88 | DEUTSCHE BANK AG\#88 · 58,571 sh | 58,571 | $633.2K | <0.01% | +23.3% |
| 89 | STRS OHIO#89 · 58,200 sh | 58,200 | $629.1K | <0.01% | New |
| 90 | Legato Capital Management#90 · 55,166 sh | 55,166 | $596.3K | 0.05% | New |
| 91 | Campbell & Investment Adviser#91 · 54,799 sh | 54,799 | $592.4K | 0.03% | -29.0% |
| 92 | Y-Intercept (Hong Kong) Ltd#92 · 53,157 sh | 53,157 | $574.6K | — | -19.8% |
| 93 | WELLS FARGO & COMPANY#93 · 50,311 sh | 50,311 | $543.9K | <0.01% | +136.4% |
| 94 | Entropy Technologies#94 · 48,654 sh | 48,654 | $526.0K | 0.02% | New |
| 95 | Hennion & Walsh Asset Management#95 · 48,539 sh | 48,539 | $524.7K | — | +43.7% |
| 96 | AXQ CAPITAL#96 · 46,682 sh | 46,682 | $504.6K | 0.05% | +4.8% |
| 97 | SEI INVESTMENTS#97 · 46,083 sh | 46,083 | $498.2K | <0.01% | -74.7% |
| 98 | FOX RUN MANAGEMENT, L.L.C.#98 · 45,598 sh | 45,598 | $492.9K | 0.08% | +54.6% |
| 99 | Brevan Howard Capital Management#99 · 44,269 sh | 44,269 | $478.5K | <0.01% | +4.5% |
| 100 | FMR#100 · 43,272 sh | 43,272 | $467.8K | 0.00% | +1335.2% |
Funds that sold out of LXU in Q2 2026 (36)
Held LXU at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Ghisallo Capital Management1,900,000 sh | 1,900,000 | $28.3M |
| Jump Financial445,761 sh | 445,761 | $6.6M |
| Informed Momentum321,100 sh | 321,100 | $4.8M |
| ExodusPoint Capital Management307,269 sh | 307,269 | $4.6M |
| ANTIPODES PARTNERS Ltd101,927 sh | 101,927 | $1.5M |
| Caption Management54,588 sh | 54,588 | $813.4K |
| BALYASNY ASSET MANAGEMENT L.P.52,883 sh | 52,883 | $788.0K |
| Virtu Financial52,046 sh | 52,046 | $775.0K |
| Scientech Research46,188 sh | 46,188 | $688.2K |
| GSA CAPITAL PARTNERS LLP37,767 sh | 37,767 | $563.0K |
| Lighthouse Investment Partners35,000 sh | 35,000 | $521.5K |
| Baader Bank Aktiengesellschaft35,936 sh | 35,936 | $521.5K |
| Founders Financial Alliance34,373 sh | 34,373 | $512.2K |
| Jain Global34,258 sh | 34,258 | $510.4K |
| Toroso Investments31,225 sh | 31,225 | $465.3K |
| BANK OF NOVA SCOTIA31,100 sh | 31,100 | $463.4K |
| Harbour Capital Advisors28,595 sh | 28,595 | $412.6K |
| Aquatic Capital Management27,014 sh | 27,014 | $402.5K |
| SG Americas Securities23,658 sh | 23,658 | $353.0K |
| nVerses Capital23,165 sh | 23,165 | $345.2K |
| Headlands Technologies22,956 sh | 22,956 | $342.0K |
| WINTON GROUP Ltd22,100 sh | 22,100 | $329.3K |
| MYDA Advisors20,000 sh | 20,000 | $298.0K |
| Connor, Clark & Lunn Investment Management Ltd.18,697 sh | 18,697 | $278.6K |
| SCOTIA CAPITAL18,139 sh | 18,139 | $270.3K |
| BANK OF MONTREAL17,096 sh | 17,096 | $254.7K |
| Verition Fund Management14,942 sh | 14,942 | $222.6K |
| MIRABELLA FINANCIAL SERVICES LLP14,154 sh | 14,154 | $210.9K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.13,588 sh | 13,588 | $202.5K |
| FORA Capital12,518 sh | 12,518 | $186.5K |
| Quadrature Capital Ltd12,423 sh | 12,423 | $185.1K |
| MQS Management11,554 sh | 11,554 | $172.2K |
| Quantbot Technologies9,342 sh | 9,342 | $139.2K |
| QUADRANT CAPITAL GROUP884 sh | 884 | $55.6K |
| Parallel Advisors164 sh | 164 | $2.4K |
| MAI Capital Management5 sh | 5 | $75.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.