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LyondellBasell Industries N.V.

LYB Materials
$64.58 +$1.11 (1.75%)
Market Cap: $20.85 B
Gurus Holding
11
Popularity Rank
#302
% of Shares Held
3.50%
Net Activity (Q1 2026)
+$526.93 M

Guru Ownership Trend

Guru Analysis for LyondellBasell Industries N.V. (LYB)

LyondellBasell Industries N.V. (LYB), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $729.31 M.

Top institutional holders include Chris Davis and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $526.93 M net inflow during the quarter.

Recent activity highlights Chris Davis who opened a new position. Conversely, Jeremy Grantham reduced exposure by 25.1%.

Key Holders

Top 5 by Value

$450.86 M
$340.41 M
$50.9 M
$28.63 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$573.52 M
Total Buy Value
New Buys 4
Additions 3
-$46.58 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for LyondellBasell Industries N.V. (LYB)

Major holders include Chris Davis ($450.86 M), Cliff Asness ($340.41 M), Joel Greenblatt ($50.9 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 11.29 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $526.93 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited LYB. The total reported sell value was $46.58 M.

Yes, 4 managers opened new positions in LYB, and 3 increased their existing holdings. The total reported buy value was $573.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.07% New Buy 5,596,588 $450.86 M Q1 2026
0.16% Add 36.6% 4,225,550 $340.41 M Q1 2026
0.16% Add 65.3% 631,787 $50.9 M Q1 2026
0.07% Reduce -25.1% 355,385 $28.63 M Q1 2026
3.97% Add 0.7% 187,159 $15.08 M Q1 2026
0.31% New Buy 131,435 $10.59 M Q1 2026
1.38% 60,000 $4.83 M Q1 2026
0.68% Reduce -0.5% 59,140 $4.76 M Q1 2026
0.80% 38,000 $3.06 M Q1 2026
0.00% New Buy 7,969 $641,983 Q1 2026
0.00% New Buy 75 $6,179 Q1 2026
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SEC Form