LXFR

Luxfer Holdings PLC Cross-source read$17.30 0.12%
MaterialsCUSIP G5698W116· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 27 added, while 14 reduced; the largest holder to move was Artisan Partners Limited Partnership (−12%). Over the last 180 days, 5 insiders sold and none bought, a net -$322K in open-market trades.

Tracked 13F holders
126
59 in Q2 2026 filings
13F value (tracked)
$335.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
33 adding · 14 trimming
Insiders · Form 4 open-market, 180d
0 buying · 5 selling · -$322K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$17.30 0.12%5Y -16.3%
$6.50$10.81$15.11$19.41$23.722021202220232024202520261415181323816151519151922212219211332517222232192030272430218341830223525412652216
Hover for who · click for detailEnd-of-day closing prices52w $11.51 – $19.08

Who owns LXFR?

126 tracked 13F filers · ranked by shares held

126 tracked 13F filers disclose a position in LXFR as of the latest SEC 13F filings, a combined $335.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1FMR LLC2.7M
$48.1M
~0%
Added · +367 sh
Q2 2026
2BlackRock, Inc.2.2M
$39.0M
+9.1%
Added · +180K sh
Q2 2026
3Bank Of America Corp1.7M
$20.2M
−3.1%
Reduced · −54K sh
Q1 2026
4Artisan Partners Limited Partnership1.5M
$18.3M
−12%
Reduced · −196K sh
Q1 2026
5American Century Companies Inc1.2M
$15.1M
−21%
Reduced · −333K sh
Q1 2026
6Vanguard Capital Management LLC1.2M
$21.8M
+2.6%
Added · +30K sh
Q2 2026
7Dimensional Fund Advisors LP977K
$11.9M
+6.3%
Added · +58K sh
Q1 2026
8Earnest Partners LLC873K
$15.8M
+10%
Added · +81K sh
Q2 2026
9Van Lanschot Kempen Investment Management N.V.795K
$9.7M
−19%
Reduced · −192K sh
Q1 2026
10Geode Capital Management, LLC698K
$12.6M
+5.0%
Added · +34K sh
Q2 2026
11State Street Corp590K
$10.6M
+3.8%
Added · +22K sh
Q2 2026
12Wells Fargo & Company581K
$7.1M
−4.8%
Reduced · −30K sh
Q1 2026
13AQR Capital Management LLC491K
$6.0M
+15%
Added · +63K sh
Q1 2026
14Arrowstreet Capital, Limited Partnership488K
$5.9M
+17%
Added · +71K sh
Q1 2026
15Envestnet Asset Management Inc394K
$4.8M
−8.0%
Reduced · −34K sh
Q1 2026
16Qube Research & Technologies Ltd371K
$4.5M
+90%
Added · +176K sh
Q1 2026
17Two Sigma Investments, LP357K
$4.3M
+113%
Added · +189K sh
Q1 2026
18Citadel Advisors LLC326K
$5.9M
+19%
Added · +52K sh
Q2 2026
19Panagora Asset Management Inc282K
$5.1M
+13%
Added · +33K sh
Q2 2026
20Nuveen, LLC263K
$3.2M
−13%
Reduced · −38K sh
Q1 2026
21Algert Global LLC257K
$4.6M
+25%
Added · +52K sh
Q2 2026
22Goldman Sachs Group Inc242K
$2.9M
+96%
Added · +119K sh
Q1 2026
23Vanguard Portfolio Management LLC214K
$3.9M
+15%
Added · +28K sh
Q2 2026
24Bridgeway Capital Management, LLC209K
$3.8M
+4.7%
Added · +9K sh
Q2 2026
25Jane Street Group, LLC204K
$2.5M
+416%
Added · +165K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LXFR being bought or sold by institutions?

Last quarter, 6 funds opened a new position in LXFR and 27 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
27
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LXFR also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA61 funds$231.3B
Microsoft CorpMSFT61 funds$148.1B
Alphabet Inc-CL AGOOGL60 funds$105.1B
Eli Lilly & CoLLY60 funds$48.7B
JPMorgan Chase & CoJPM60 funds$35.9B
Visa Inc-Class A SharesV60 funds$35.8B
Amazon.com IncAMZN59 funds$116.7B
Meta Platforms Inc-Class AMETA59 funds$64.7B
Mastercard Inc - AMA59 funds$32.3B
Berkshire Hathaway Inc-CL BBRK/B59 funds$23.9B
Chevron CorpCVX59 funds$17.0B
Broadcom IncAVGO58 funds$98.4B

Ranked by how many of LXFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LXFR.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$322K
5 insiders
Net · 180d
-$322K
5 open-market transactions
DateInsiderRoleActionSharesValue
Jun 11, 2026Hipple Richard JDirectorSell (S)4K$60K
Jun 11, 2026Trimberger Lisa GDirectorSell (S)4K$60K
Jun 11, 2026Stein Sylvia AnnDirectorSell (S)4K$60K
Jun 11, 2026Snowdon CliveDirectorSell (S)4K$60K
Jun 11, 2026Mullen Patrick KDirectorSell (S)5K$80K
Jun 9, 2025Webster StephenChief Financial OfficerSell (S)4K$50K
Jun 6, 2025Stein Sylvia AnnDirectorSell (S)4K$41K
Jun 5, 2025Hipple Richard JDirectorSell (S)4K$41K
Jun 5, 2025Mullen Patrick KDirectorSell (S)5K$55K
Jun 5, 2025Trimberger Lisa GDirectorSell (S)4K$41K
Jun 5, 2025Snowdon CliveDirectorSell (S)4K$41K
May 22, 2025Webster StephenChief Financial OfficerBuy (P)1K$17K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5627
Insiders
Form 4 open-market
05-$322K
US House
STOCK Act trades
00$0
Sector rotation
LXFR is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

59 tracked filers in Q2 2026 filingsstill filing
063126Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $191.2M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for LXFR

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Ask your agent what changed in LXFR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LXFR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LXFR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LXFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.