LYONDELLBASELL INDUSTRIES N LYB
SHS - A - · Common Stock · CUSIP N53745100
- SectorMaterials
- IndustryIndustrial Organic Chemicals
- HeadquartersHouston, TX
- Founded1985
- Websitelyondellbasell.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($64.4m this quarter). Holder counts are more reliable. Shares outstanding: 324.8m as of 2024-10-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $74.28. Options: 38 managers hold calls ($423.0m notional), 31 hold puts ($301.0m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 842 |
| Q4 2022 | 898 |
| Q1 2023 | 911 |
| Q2 2023 | 929 |
| Q3 2023 | 940 |
| Q4 2023 | 1,031 |
| Q1 2024 | 1,019 |
| Q2 2024 | 1,025 |
| Q3 2024 | 1,033 |
| Q4 2024 | 973 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 478 | 373 |
| Q2 2023 | 473 | 377 |
| Q3 2023 | 428 | 413 |
| Q4 2023 | 483 | 398 |
| Q1 2024 | 479 | 483 |
| Q2 2024 | 508 | 444 |
| Q3 2024 | 508 | 448 |
| Q4 2024 | 437 | 552 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $338.3m | $375.1m | 1.11 |
| Q2 2024 | $264.8m | $379.2m | 1.43 |
| Q3 2024 | $510.1m | $414.2m | 0.81 |
| Q4 2024 | $423.0m | $301.0m | 0.71 |
Biggest buyers
| BlackRock, Inc. | Added | +2.1m |
| Ensign Peak Advisors, Inc | Added | +1.5m |
| Amundi | Added | +1.3m |
| UBS Group AG | Added | +1.1m |
| Dodge & Cox | Added | +851.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +757.6k |
| Invesco Ltd. | Added | +694.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +558.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +409.6k |
| DEUTSCHE BANK AG\ | Added | +401.4k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -6.5m |
| FMR LLC | Reduced | -1.4m |
| NORGES BANK | Reduced | -1.1m |
| Nuveen Asset Management, LLC | Reduced | -1.1m |
| AustralianSuper Pty Ltd | Reduced | -850.5k |
| Point72 Asset Management, L.P. | Sold out | -690.0k |
| MILLER HOWARD INVESTMENTS INC /NY | Reduced | -568.3k |
| FEDERATED HERMES, INC. | Reduced | -508.7k |
| ExodusPoint Capital Management, LP | Reduced | -499.6k |
| HRT FINANCIAL LP | Sold out | -369.1k |
Biggest calls
| Twin Tree Management, LP | Unchanged | $67.8m913.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $55.8m751.6k shares |
| CITADEL ADVISORS LLC | Added | $41.1m553.5k shares |
| CITIGROUP INC | Added | $32.3m434.3k shares |
| JANE STREET GROUP, LLC | Reduced | $30.7m413.8k shares |
| UBS Group AG | Added | $28.5m384.3k shares |
| SIMPLEX TRADING, LLC | Added | $22.1m297.9k shares |
| Balyasny Asset Management L.P. | Added | $18.9m254.1k shares |
| IMC-Chicago, LLC | Added | $11.9m159.8k shares |
| GOLDMAN SACHS GROUP INC | Added | $11.2m150.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $46.7m628.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $32.6m439.3k shares |
| UBS Group AG | Added | $27.8m374.3k shares |
| CITIGROUP INC | Reduced | $23.1m311.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $22.8m3.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $17.7m238.5k shares |
| BANK OF AMERICA CORP /DE/ | Added | $17.0m228.5k shares |
| SIMPLEX TRADING, LLC | Added | $16.4m220.7k shares |
| Portman Square Capital LLP | Reduced | $15.2m204.1k shares |
| PEAK6 LLC | First filing | $14.6m196.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| LYB Holdco LLC 13D · may seek influence no change · filed 2025-06-13 | 20.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 6.0% |
Fell to 5% or below in the last year: DODGE & COX (0.0%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 1 | $989.9k | — |
| Q2 2023 | 0 | — | 1 | $91 | — |
| Q3 2023 | 0 | — | 1 | $975.6k | — |
| Q4 2023 | 0 | — | 1 | $1.5m | — |
| Q1 2024 | 0 | — | 4 | $8.1m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $481.0k | — |
| Q4 2024 | 1 | $380.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-13 | Buchanan Robin W.T. Director | Bought | $380.3k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 31.8m $2.4bn | Added +77.7k |
| BlackRock, Inc. 0.04% of their portfolio | 24.5m $1.8bn | Added +2.1m |
| Dodge & Cox 0.73% of their portfolio | 17.0m $1.3bn | Added +851.4k |
| STATE STREET CORP 0.04% of their portfolio | 12.2m $909.3m | Added +41.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.12% of their portfolio | 8.6m $637.4m | Added +558.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 6.8m $512.9m | Added +199.1k |
| Invesco Ltd. 0.08% of their portfolio | 5.8m $432.7m | Added +694.1k |
| MORGAN STANLEY 0.03% of their portfolio | 5.8m $431.8m | Reduced -129.1k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 4.6m $339.3m | Reduced -175.3k |
| FEDERATED HERMES, INC. 0.68% of their portfolio | 4.2m $312.7m | Reduced -508.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.0m $295.6m | Reduced -6.5m |
| Amundi 0.10% of their portfolio | 3.9m $283.5m | Added +1.3m |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 3.7m $273.6m | Reduced -328.3k |
| FMR LLC 0.02% of their portfolio | 3.6m $267.3m | Reduced -1.4m |
| ALLIANCEBERNSTEIN L.P. 0.09% of their portfolio | 3.5m $263.5m | Reduced -5.8k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 2.9m $215.0m | Added +19.7k |
| Capital World Investors 0.03% of their portfolio | 2.9m $214.8m | Added +287.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.9m $213.2m | Added +757.6k |
| Capital International Investors 0.04% of their portfolio | 2.8m $206.7m | Added +1.0k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.7m $202.5m | Added +247.3k |
| UBS Group AG 0.04% of their portfolio | 2.6m $189.7m | Added +1.1m |
| Ensign Peak Advisors, Inc 0.30% of their portfolio | 2.3m $167.4m | Added +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 2.2m $160.1m | Added +138.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.1m $154.9m | Reduced -131.9k |
| THORNBURG INVESTMENT MANAGEMENT INC 1.94% of their portfolio | 2.0m $147.0m | Added +1.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.8m $134.2m | Reduced -21.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.8m $131.9m | Reduced -119.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.43% of their portfolio | 1.6m $121.6m | Added +354.3k |
| Legal & General Group Plc 0.03% of their portfolio | 1.6m $117.0m | Reduced -236.6k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.4m $107.5m | Added +401.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 1.3m $95.5m | Added +179.1k |
| AustralianSuper Pty Ltd 0.43% of their portfolio | 1.2m $91.0m | Reduced -850.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio | 1.2m $90.2m | Added +225.0k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 1.1m $84.6m | Added +290.5k |
| NORGES BANK 0.01% of their portfolio | 1.1m $81.0m | Reduced -1.1m |
| BARCLAYS PLC 0.04% of their portfolio | 1.1m $78.6m | Added +109.7k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.1m $78.5m | Reduced -236.4k |
| LSV ASSET MANAGEMENT 0.18% of their portfolio | 1.0m $77.4m | Reduced -73.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 981.5k $72.9m | Reduced -120.8k |
| Allianz Asset Management GmbH 0.10% of their portfolio | 947.6k $70.4m | Added +270.7k |
| Epoch Investment Partners, Inc. 0.34% of their portfolio | 940.7k $69.9m | Added +38.3k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 930.6k $69.1m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 889.3k $66.0m | Reduced -3.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 871.6k $64.7m | Added +409.6k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 848.4k $62.8m | Reduced -16.0k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 838.3k $62.3m | Added +363.5k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 766.8k $56.9m | Added +271.6k |
| CINCINNATI INSURANCE CO 0.98% of their portfolio | 744.7k $55.3m | Unchanged |
| HighTower Advisors, LLC 0.08% of their portfolio | 739.9k $55.0m | Reduced -298.8k |
| Swiss National Bank 0.04% of their portfolio | 734.7k $54.6m | Reduced -38.4k |
| Swiss Life Asset Management Ltd 0.38% of their portfolio | 700.7k $52.0m | Added +390.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 671.4k $49.8m | Added +376.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 670.5k $49.8m | Reduced -76.2k |
| CITIGROUP INC 0.05% of their portfolio | 633.8k $47.1m | Added +353.9k |
| KBC Group NV 0.13% of their portfolio | 626.7k $46.5m | Added +142.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 624.1k $46.4m | Reduced -1.1m |
| Capital Research Global Investors 0.01% of their portfolio | 580.0k $43.1m | Unchanged |
| LPL Financial LLC 0.02% of their portfolio | 576.1k $42.8m | Added +21.4k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 543.4k $40.4m | Added +34.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 503.3k $37.4m | Unchanged |
| Mariner, LLC 0.06% of their portfolio | 496.5k $36.9m | Reduced -19.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.35% of their portfolio | 476.1k $35.4m | Added +88.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 464.6k $34.5m | Reduced -13.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 443.4k $32.9m | Reduced -34.9k |
| National Pension Service 0.03% of their portfolio | 435.3k $32.3m | Reduced -10.9k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 424.6k $31.5m | Reduced -24.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 421.2k $30.6m | Added +47.9k |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 420.6k $31.2m | Added +19.6k |
| Hosking Partners LLP 1.18% of their portfolio | 405.0k $30.1m | Added +150.6k |
| Brandywine Global Investment Management, LLC 0.21% of their portfolio | 397.7k $29.5m | Reduced -214.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.07% of their portfolio | 376.5k $28.0m | Reduced -7.3k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 371.7k $27.6m | Added +513 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 366.5k $27.2m | Added +6.9k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 363.9k $27.0m | Added +56.5k |
| ExodusPoint Capital Management, LP 0.27% of their portfolio | 355.2k $26.4m | Reduced -499.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 354.4k $26.3m | Reduced -186.5k |
| Squarepoint Ops LLC 0.07% of their portfolio | 354.2k $26.3m | Added +293.6k |
| ALPS ADVISORS INC 0.15% of their portfolio | 320.1k $23.8m | Added +61.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 308.8k $22.9m | Reduced -16.9k |
| Kiltearn Partners LLP 3.74% of their portfolio | 304.5k $22.6m | Reduced -31.7k |
| TD Asset Management Inc 0.02% of their portfolio | 300.8k $22.3m | Added +15.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 300.2k $22.3m | Reduced -7.3k |
| Holocene Advisors, LP 0.07% of their portfolio | 300.0k $22.3m | Reduced -200.4k |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 294.3k $22.1m | Unchanged |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 291.4k $21.5m | Added +162.8k |
| Randolph Co Inc 2.41% of their portfolio | 290.2k $21.6m | New |
| First Horizon Advisors, Inc. 0.58% of their portfolio | 280.4k $20.8m | Reduced -19.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 279.5k $20.8m | Added +22.9k |
| Marathon Asset Management Ltd 0.56% of their portfolio | 272.2k $20.2m | Reduced -4.9k |
| Sound Income Strategies, LLC 1.25% of their portfolio | 271.6k $20.2m | Added +20.3k |
| BANQUE PICTET & CIE SA 0.19% of their portfolio | 258.6k $19.2m | Added +28.4k |
| LBP AM SA 0.25% of their portfolio | 249.3k $18.5m | Added +64.4k |
| Engineers Gate Manager LP 0.31% of their portfolio | 243.4k $18.1m | Added +159.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 242.7k $18.0m | Reduced -2.4k |
| Verity & Verity, LLC 1.59% of their portfolio | 234.7k $17.4m | Added +100.1k |
| South Dakota Investment Council 0.34% of their portfolio | 228.9k $17.0m | Added +37.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio | 224.6k $16.7m | Added +93.4k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 224.5k $16.7m | Reduced -35.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 222.6k $16.5m | Added +16.8k |
| CINCINNATI FINANCIAL CORP 0.36% of their portfolio | 222.0k $16.5m | Unchanged |