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 ($91.1m this quarter). Holder counts are more reliable. Shares outstanding: 322.8m as of 2026-04-29, 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 ≈ $80.51. Options: 41 managers hold calls ($564.5m notional), 36 hold puts ($694.8m).
Trends to Q1 2026
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 |
| Q1 2026 | 929 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 534 | 384 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $313.1m | $277.1m | 0.88 |
| Q3 2025 | $282.8m | $276.9m | 0.98 |
| Q4 2025 | $225.4m | $217.8m | 0.97 |
| Q1 2026 | $564.5m | $694.8m | 1.23 |
Biggest buyers
| Capital International Investors | New | +5.9m |
| Davis Selected Advisers | New | +5.6m |
| FMR LLC | Added | +3.9m |
| Holocene Advisors, LP | New | +2.8m |
| JPMORGAN CHASE & CO | Added | +2.5m |
| AGF MANAGEMENT LTD | New | +2.3m |
| Capital World Investors | Added | +1.9m |
| UBS Group AG | Added | +1.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
Biggest sellers
| BlackRock, Inc. | Reduced | -10.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -7.4m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -2.4m |
| MORGAN STANLEY | Reduced | -2.3m |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | -1.2m |
| Invesco Ltd. | Reduced | -1.0m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -1.0m |
| D. E. Shaw & Co., Inc. | Reduced | -880.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -667.9k |
| Swiss Life Asset Management Ltd | Sold out | -647.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $131.3m1.6m shares |
| CITADEL ADVISORS LLC | Added | $73.5m912.5k shares |
| PEAK6 LLC | Added | $53.9m669.6k shares |
| JANE STREET GROUP, LLC | Added | $49.7m616.7k shares |
| IMC-Chicago, LLC | Added | $44.9m557.6k shares |
| GARDA CAPITAL PARTNERS LP | New | $27.1m336.2k shares |
| WELLS FARGO & COMPANY/MN | New | $21.3m265.0k shares |
| D. E. Shaw & Co., Inc. | Added | $14.5m180.0k shares |
| JPMORGAN CHASE & CO | Reduced | $10.9m132.5k shares |
| Squarepoint Ops LLC | Added | $10.6m131.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $121.0m1.5m shares |
| Encompass Capital Advisors LLC | New | $102.6m1.3m shares |
| Balyasny Asset Management L.P. | New | $60.4m750.0k shares |
| CITADEL ADVISORS LLC | Added | $51.6m640.3k shares |
| IMC-Chicago, LLC | Added | $41.3m512.5k shares |
| JANE STREET GROUP, LLC | Added | $40.4m501.8k shares |
| OAKTREE CAPITAL MANAGEMENT LP | New | $40.3m500.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $32.9m408.1k shares |
| Caption Management, LLC | New | $27.8m345.0k shares |
| JPMORGAN CHASE & CO | Reduced | $23.3m282.5k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-09 | Blavatnik Len +4 10% owner · By LLC | Sold | $18.3m270.0k shares |
| 2026-03-09 | Blavatnik Len +4 10% owner | Sold | $7.9m114.6k shares |
| 2026-03-09 | Blavatnik Len +4 10% owner | Sold | $45.5k665 shares |
| 2026-03-09 | Blavatnik Len +4 10% owner | Sold | $11.9k177 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 25.1m $2.0bn | Reduced -10.2m |
| Dodge & Cox 0.75% of their portfolio | 16.8m $1.4bn | Reduced -39.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 16.8m $1.4bn | First filing |
| STATE STREET CORP 0.04% of their portfolio | 13.5m $1.1bn | Reduced -35.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 12.0m $966.1m | First filing |
| Capital World Investors 0.13% of their portfolio | 11.7m $946.5m | Added +1.9m |
| Capital Research Global Investors 0.13% of their portfolio | 10.2m $822.2m | Added +1.0m |
| FMR LLC 0.04% of their portfolio | 8.5m $686.2m | Added +3.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 6.9m $562.7m | Added +8.1k |
| MORGAN STANLEY 0.03% of their portfolio | 6.7m $537.2m | Reduced -2.3m |
| Capital International Investors 0.11% of their portfolio | 5.9m $471.4m | New |
| Davis Selected Advisers 2.07% of their portfolio | 5.6m $450.9m | New |
| Invesco Ltd. 0.04% of their portfolio | 5.1m $409.4m | Reduced -1.0m |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 4.2m $340.4m | Added +1.1m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 3.7m $300.9m | Added +2.5m |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 3.5m $284.8m | Added +660.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.9m $234.8m | Added +1.3m |
| Holocene Advisors, LP 0.55% of their portfolio | 2.8m $228.4m | New |
| UBS Group AG 0.04% of their portfolio | 2.8m $227.9m | Added +1.4m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.7m $213.9m | Reduced -7.4m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.5m $197.7m | Added +145.2k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 2.3m $187.1m | Added +1.4m |
| AGF MANAGEMENT LTD 0.83% of their portfolio | 2.3m $186.2m | New |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.8m $148.9m | Added +263.0k |
| Ensign Peak Advisors, Inc 0.27% of their portfolio | 1.8m $144.6m | Added +29.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.8m $143.3m | Added +320.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 1.7m $137.4m | Added +514.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $124.7m | Added +492.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $123.3m | Reduced -307.0k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.5m $121.2m | Added +912.8k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.4m $116.8m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.3m $107.0m | Added +949.0k |
| LORD, ABBETT & CO. LLC 0.34% of their portfolio | 1.3m $104.4m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 1.2m $97.8m | Reduced -667.9k |
| Legal & General Group Plc 0.02% of their portfolio | 1.2m $97.0m | Reduced -61.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 1.1m $90.2m | Added +549.3k |
| Woodline Partners LP 0.33% of their portfolio | 1.1m $86.6m | Added +1.1m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 987.3k $79.5m | Reduced -102.7k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.82% of their portfolio | 977.1k $78.7m | Unchanged |
| BARCLAYS PLC 0.03% of their portfolio | 948.5k $76.4m | Added +212.8k |
| CINCINNATI INSURANCE CO 1.08% of their portfolio | 885.7k $71.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 866.7k $69.8m | Reduced -4.1k |
| Hosking Partners LLP 2.49% of their portfolio | 863.1k $69.5m | Added +110.2k |
| Amundi 0.02% of their portfolio | 842.5k $67.9m | Reduced -136.6k |
| HRT FINANCIAL LP 0.24% of their portfolio | 841.8k $67.8m | New |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 797.3k $64.2m | Added +112.3k |
| Nuveen, LLC 0.02% of their portfolio | 776.2k $62.5m | Added +53.5k |
| Squarepoint Ops LLC 0.13% of their portfolio | 761.2k $61.3m | Reduced -343.8k |
| Swiss National Bank 0.04% of their portfolio | 755.7k $60.9m | Added +50.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 692.1k $55.8m | Added +14.7k |
| SAMLYN CAPITAL, LLC 0.95% of their portfolio | 686.2k $55.3m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 660.1k $53.2m | Added +265.2k |
| Merewether Investment Management, LP 1.02% of their portfolio | 654.7k $52.7m | New |
| Gotham Asset Management, LLC 0.16% of their portfolio | 631.8k $50.9m | Added +249.5k |
| PointState Capital LP 1.15% of their portfolio | 616.8k $49.7m | New |
| LPL Financial LLC 0.01% of their portfolio | 615.9k $49.6m | Reduced -435.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 600.5k $48.4m | Reduced -152.4k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.42% of their portfolio | 588.3k $47.4m | Added +96.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 588.3k $47.4m | Reduced -47.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 578.5k $46.6m | Added +50.6k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 562.8k $45.3m | First filing |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 492.6k $39.7m | Reduced -47.1k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.31% of their portfolio | 484.1k $39.0m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 482.9k $38.9m | First filing |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.15% of their portfolio | 473.3k $38.1m | Reduced -1.2m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 471.1k $39.1m | Reduced -480.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 463.4k $37.3m | Added +241.8k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 446.6k $36.0m | Added +196.9k |
| Korea Investment CORP 0.07% of their portfolio | 440.3k $35.5m | Added +368.7k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 437.7k $35.3m | Reduced -362.6k |
| AE Wealth Management LLC 0.19% of their portfolio | 431.6k $34.8m | Added +55.2k |
| Summit Street Capital Management, LLC 4.78% of their portfolio | 419.5k $33.8m | Reduced -185.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 409.6k $17.7m | Reduced -122.7k |
| Mercuria Capital Strategies, LLC 12.54% of their portfolio | 407.1k $32.8m | New |
| Ninety One UK Ltd 0.07% of their portfolio | 380.9k $30.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 365.8k $29.5m | Reduced -244.7k |
| ALPS ADVISORS INC 0.14% of their portfolio | 364.4k $29.4m | Reduced -200.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 363.3k $29.3m | Reduced -108.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 361.4k $29.1m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 361.4k $29.1m | Added +3.1k |
| Ceredex Value Advisors LLC 0.90% of their portfolio | 355.7k $28.7m | New |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 355.4k $28.6m | Reduced -119.0k |
| ExodusPoint Capital Management, LP 0.26% of their portfolio | 320.1k $25.8m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.12% of their portfolio | 305.4k $24.6m | Reduced -78.5k |
| AustralianSuper Pty Ltd 0.13% of their portfolio | 303.1k $24.4m | Reduced -489.1k |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 294.3k $24.7m | Unchanged |
| South Dakota Investment Council 0.45% of their portfolio | 293.5k $23.6m | Reduced -2.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 293.2k $23.6m | Reduced -13.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 286.8k $23.1m | Added +2.7k |
| Yaupon Capital Management LP 1.12% of their portfolio | 282.2k $22.7m | New |
| CITIGROUP INC 0.01% of their portfolio | 273.4k $22.0m | Reduced -239.3k |
| Gradient Investments LLC 0.34% of their portfolio | 271.5k $21.9m | Reduced -17.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 261.6k $21.1m | Reduced -208.1k |
| Swedbank AB 0.02% of their portfolio | 241.9k $19.5m | Reduced -856 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 229.7k $18.5m | New |
| SG Americas Securities, LLC 0.02% of their portfolio | 229.4k $17.3m | Added +93.9k |
| AVIVA PLC 0.03% of their portfolio | 223.0k $18.0m | Added +5.8k |
| GATEWAY INVESTMENT ADVISERS LLC 0.20% of their portfolio | 220.6k $17.8m | Reduced -39.7k |
| DANSKE BANK A/S 0.04% of their portfolio | 206.3k $16.6m | Reduced -37.8k |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 201.2k $16.2m | Added +73.7k |