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 ($78.4m this quarter). Holder counts are more reliable. Shares outstanding: 321.9m as of 2025-10-29, 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 ≈ $43.39. Options: 31 managers hold calls ($225.4m notional), 30 hold puts ($217.8m).
Trends to Q4 2025
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 |
| Q1 2025 | 960 |
| Q2 2025 | 882 |
| Q3 2025 | 816 |
| Q4 2025 | 800 |
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 2024 | 479 | 483 |
| Q2 2024 | 508 | 444 |
| Q3 2024 | 508 | 448 |
| Q4 2024 | 437 | 552 |
| Q1 2025 | 530 | 426 |
| Q2 2025 | 479 | 480 |
| Q3 2025 | 352 | 495 |
| Q4 2025 | 364 | 431 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $186.1m | $278.0m | 1.49 |
| Q2 2025 | $313.1m | $277.1m | 0.88 |
| Q3 2025 | $282.8m | $276.9m | 0.98 |
| Q4 2025 | $225.4m | $217.8m | 0.97 |
Biggest buyers
| BlackRock, Inc. | Added | +6.2m |
| Capital Research Global Investors | Added | +4.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.6m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +2.3m |
| FMR LLC | Added | +1.8m |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Added | +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.4m |
| MORGAN STANLEY | Added | +1.3m |
| Invesco Ltd. | Added | +1.2m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +860.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.9m |
| Capital International Investors | Sold out | -2.8m |
| HighTower Advisors, LLC | Reduced | -2.3m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.3m |
| Epoch Investment Partners, Inc. | Sold out | -1.2m |
| Slate Path Capital LP | Sold out | -1.1m |
| Orbis Allan Gray Ltd | Sold out | -1.1m |
| BANK OF AMERICA CORP /DE/ | Reduced | -683.0k |
| UBS Group AG | Reduced | -606.1k |
| ROYAL BANK OF CANADA | Reduced | -587.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $36.3m838.2k shares |
| CITADEL ADVISORS LLC | Added | $22.2m511.6k shares |
| UBS Group AG | Added | $18.1m417.1k shares |
| IMC-Chicago, LLC | Added | $17.8m412.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $14.8m341.0k shares |
| Point72 Asset Management, L.P. | Added | $13.8m318.5k shares |
| CITIGROUP INC | Added | $11.7m270.0k shares |
| JANE STREET GROUP, LLC | Reduced | $9.2m212.6k shares |
| Walleye Capital LLC | Added | $9.2m212.3k shares |
| Twin Tree Management, LP | Added | $8.4m193.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $44.7m1.0m shares |
| CITADEL ADVISORS LLC | Reduced | $25.0m576.7k shares |
| D. E. Shaw & Co., Inc. | Added | $18.8m433.1k shares |
| IMC-Chicago, LLC | Added | $14.1m324.7k shares |
| JPMORGAN CHASE & CO | Added | $12.4m286.2k shares |
| Walleye Capital LLC | Added | $10.1m232.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $9.9m229.1k shares |
| Concentric Capital Strategies, LP | Reduced | $8.8m202.1k shares |
| GROUP ONE TRADING LLC | Added | $8.0m184.2k shares |
| PEAK6 LLC | Reduced | $7.7m177.0k 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 2025
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 2024 | 0 | — | 4 | $8.1m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $481.0k | — |
| Q4 2024 | 1 | $380.3k | 0 | — | — |
| Q1 2025 | 1 | $270.2k | 0 | — | — |
| Q2 2025 | 1 | $199.5k | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $1.1m | — |
| Q4 2025 | 1 | $246.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-11-12 | Foley Kimberly A EVP, Global O&P and Refining | Bought | $246.6k5.7k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 35.3m $1.5bn | Added +6.2m |
| VANGUARD GROUP INC 0.02% of their portfolio | 31.0m $1.3bn | Added +61.6k |
| Dodge & Cox 0.39% of their portfolio | 16.9m $730.9m | Reduced -90.0k |
| STATE STREET CORP 0.02% of their portfolio | 13.5m $586.5m | Added +361.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 10.1m $437.4m | Added +399.1k |
| Capital World Investors 0.06% of their portfolio | 9.8m $426.2m | Added +36.2k |
| Capital Research Global Investors 0.07% of their portfolio | 9.2m $396.6m | Added +4.8m |
| MORGAN STANLEY 0.02% of their portfolio | 9.0m $388.5m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 6.9m $301.0m | Added +305.5k |
| Invesco Ltd. 0.02% of their portfolio | 6.1m $264.9m | Added +1.2m |
| FMR LLC 0.01% of their portfolio | 4.6m $199.7m | Added +1.8m |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 3.1m $133.9m | Added +2.6m |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 2.9m $124.5m | Reduced -587.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio | 2.5m $106.5m | Added +2.3m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.3m $100.0m | Reduced -60.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 1.9m $81.5m | Added +860.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.8m $79.6m | Reduced -1.3m |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 1.8m $76.5m | Reduced -179.7k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.28% of their portfolio | 1.6m $71.0m | Added +1.5m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.6m $69.9m | Reduced -351.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.6m $68.7m | Reduced -38.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $63.1m | Added +1.4m |
| UBS Group AG 0.01% of their portfolio | 1.4m $62.0m | Reduced -606.1k |
| Legal & General Group Plc 0.01% of their portfolio | 1.3m $54.8m | Reduced -339.3k |
| NORGES BANK 0.01% of their portfolio | 1.2m $52.2m | Not comparable |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.2m $51.6m | Reduced -13.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $50.3m | Reduced -2.9m |
| Squarepoint Ops LLC 0.10% of their portfolio | 1.1m $47.8m | Added +835.8k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.1m $47.2m | Added +214.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $45.7m | Reduced -683.0k |
| LPL Financial LLC 0.01% of their portfolio | 1.1m $45.5m | Reduced -34.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 1.0m $44.8m | Added +20.0k |
| Amundi 0.01% of their portfolio | 979.1k $42.4m | Added +493.9k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.53% of their portfolio | 977.1k $42.3m | Reduced -51.7k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 963.0k $41.7m | Added +649.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 951.5k $41.2m | Added +18.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 950.2k $41.1m | Added +142.9k |
| CINCINNATI INSURANCE CO 0.59% of their portfolio | 885.7k $38.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 870.8k $37.7m | Added +149.4k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 800.3k $34.7m | Added +234.8k |
| AustralianSuper Pty Ltd 0.16% of their portfolio | 792.3k $34.3m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 752.9k $32.6m | Added +38.9k |
| Hosking Partners LLP 1.11% of their portfolio | 752.9k $32.6m | Added +157.3k |
| BARCLAYS PLC 0.01% of their portfolio | 735.7k $31.9m | Reduced -270.6k |
| Nuveen, LLC 0.01% of their portfolio | 722.7k $31.3m | Added +32.5k |
| Swiss National Bank 0.02% of their portfolio | 705.1k $30.5m | Reduced -36.2k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 685.0k $29.7m | Added +45.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 677.3k $29.3m | Reduced -84.1k |
| Swiss Life Asset Management Ltd 0.14% of their portfolio | 647.2k $28.0m | Reduced -60.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 635.7k $27.5m | Reduced -25.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 610.5k $26.4m | Reduced -36.4k |
| Summit Street Capital Management, LLC 4.12% of their portfolio | 605.4k $26.2m | Added +214.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 591.3k $25.6m | Reduced -426.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 570.4k $24.7m | Reduced -144.7k |
| ALPS ADVISORS INC 0.14% of their portfolio | 565.1k $24.5m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 539.7k $23.4m | Added +5.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 532.3k $23.0m | Reduced -72.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 527.9k $23.4m | Reduced -6.6k |
| CITIGROUP INC 0.02% of their portfolio | 512.7k $22.2m | Added +128.8k |
| Jefferies Financial Group Inc. 0.17% of their portfolio | 492.4k $21.3m | Added +483.2k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.18% of their portfolio | 491.4k $21.3m | Added +2.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio | 474.4k $20.5m | Added +120.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 472.2k $20.4m | Added +3.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 469.7k $20.3m | Reduced -20.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 453.3k $19.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 394.9k $17.1m | Added +318.6k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.09% of their portfolio | 384.0k $16.6m | Reduced -2.7k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 382.3k $16.6m | Added +124.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 379.5k $16.4m | Added +5.9k |
| AE Wealth Management LLC 0.09% of their portfolio | 376.4k $16.3m | Added +44.1k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 361.6k $15.7m | Added +133.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 358.3k $15.5m | Reduced -12.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 350.3k $15.2m | New |
| Verity & Verity, LLC 1.07% of their portfolio | 318.1k $13.8m | Reduced -16.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 306.8k $13.3m | Reduced -2.6k |
| Marathon Asset Management Ltd 0.51% of their portfolio | 304.4k $13.2m | Reduced -24.7k |
| South Dakota Investment Council 0.24% of their portfolio | 296.1k $12.8m | Added +600 |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 294.3k $32.8m | Unchanged |
| Gradient Investments LLC 0.20% of their portfolio | 288.8k $12.5m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 285.1k $12.3m | Added +21.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 284.1k $12.3m | Added +7.1k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 277.2k $12.0m | Added +1.2k |
| GATEWAY INVESTMENT ADVISERS LLC 0.10% of their portfolio | 260.3k $11.3m | Added +41.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 249.7k $10.8m | Added +57.1k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 246.1k $10.7m | New |
| DANSKE BANK A/S 0.02% of their portfolio | 244.1k $10.6m | Added +7.8k |
| Swedbank AB 0.01% of their portfolio | 242.7k $10.5m | Added +33.4k |
| Kiltearn Partners LLP 2.22% of their portfolio | 236.9k $10.3m | Reduced -12.1k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.68% of their portfolio | 233.2k $10.1m | Added +191.5k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 230.4k $10.0m | New |
| LSV ASSET MANAGEMENT 0.02% of their portfolio | 226.1k $9.8m | Reduced -31.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 221.6k $9.6m | Reduced -215.6k |
| AVIVA PLC 0.02% of their portfolio | 217.2k $9.4m | Added +11.8k |
| Quantinno Capital Management LP 0.02% of their portfolio | 208.3k $9.0m | Added +136.3k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 206.8k $9.0m | Reduced -23.6k |
| Cambria Investment Management, L.P. 0.51% of their portfolio | 201.6k $8.7m | Added +51.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 197.9k $8.6m | Unchanged |
| Altrius Capital Management Inc 1.81% of their portfolio | 196.8k $8.5m | Added +27.7k |
| TD Asset Management Inc 0.01% of their portfolio | 196.0k $8.5m | Reduced -90.1k |
| Edgestream Partners, L.P. 0.24% of their portfolio | 195.5k $8.5m | New |