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LyondellBasell Industries N.V.

LYB Materials
$74.32 +$1.03 (1.41%)
Market Cap: $23.99 B
Gurus Holding
10
Popularity Rank
#414
% of Shares Held
1.59%
Net Activity (Q4 2025)
+$149.23 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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $382.55 M.

Top institutional holders include Cliff Asness and Jefferies Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $149.23 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Jeff Auxier reduced exposure by 7.9%.

Key Holders

Top 5 by Value

$133.94 M
$21.32 M
$20.54 M
$16.55 M
$15.66 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$149.45 M
Total Buy Value
New Buys 0
Additions 6
-$220,656.8
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for LyondellBasell Industries N.V. (LYB)

Major holders include Cliff Asness ($133.94 M), Jefferies Group ($21.32 M), Jeremy Grantham ($20.54 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 5.15 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $149.23 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited LYB. The total reported sell value was $220,656.8.

Yes, 0 managers opened new positions in LYB, and 6 increased their existing holdings. The total reported buy value was $149.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 512.9% 3,093,318 $133.94 M Q4 2025
0.11% Add 5250.7% 492,372 $21.32 M Q4 2025
0.05% Add 33.9% 474,399 $20.54 M Q4 2025
0.06% Add 48.3% 382,330 $16.55 M Q4 2025
0.03% Add 58.5% 361,553 $15.66 M Q4 2025
2.16% Add 1.0% 185,821 $8.05 M Q4 2025
0.81% 60,000 $2.6 M Q4 2025
0.36% Reduce -7.9% 59,410 $2.57 M Q4 2025
0.58% 38,000 $1.65 M Q4 2025
0.00% New Buy 75 $6,179 Q1 2026
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