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LyondellBasell Industries N.V.

LYB Materials
$63.69 $-0.61 (-0.95%)
Market Cap: $20.57 B
Gurus Holding
12
Popularity Rank
#273
% of Shares Held
6.27%
Net Activity (Q2 2026)
+$468.12 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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.29 B.

Top institutional holders include Cliff Asness and Chris Davis.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $468.12 M net inflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 52.0%.

Key Holders

Top 5 by Value

$485.66 M
$457.99 M
$37.16 M
$27.18 M
$23.22 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$489.34 M
Total Buy Value
New Buys 3
Additions 5
-$21.22 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
8

FAQs for LyondellBasell Industries N.V. (LYB)

Major holders include Cliff Asness ($485.66 M), Chris Davis ($457.99 M), Joel Greenblatt ($37.16 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 20.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $468.12 M, with 8 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 $21.22 M.

Yes, 3 managers opened new positions in LYB, and 5 increased their existing holdings. The total reported buy value was $489.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Add 118.3% 9,224,314 $485.66 M Q2 2026
1.97% Add 55.4% 8,698,852 $457.99 M Q2 2026
0.09% Add 11.7% 705,700 $37.16 M Q2 2026
0.03% New Buy 516,332 $27.18 M Q2 2026
0.03% New Buy 441,116 $23.22 M Q2 2026
2.87% Add 0.4% 187,920 $9.89 M Q2 2026
0.02% Reduce -52.0% 170,571 $8.98 M Q2 2026
0.03% Add 1815.5% 152,648 $8.04 M Q2 2026
0.85% 60,000 $3.16 M Q2 2026
0.30% Reduce -28.8% 42,093 $2.22 M Q2 2026
0.47% 38,000 $2 M Q2 2026
0.01% New Buy 16,398 $863,354 Q2 2026
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