United States Lime & Minerals Inc
USLM- Exchange
- Nasdaq
- Industry
- Mining & Quarrying of Nonmetallic Minerals (No Fuels)
- SEC CIK
- 0000082020
In the last 90 days, United States Lime & Minerals Inc insiders filed 1 open-market purchase and 1 sale; 235 institutions reported holding it in 13F filings for Q2 2026, worth $978.3M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in United States Lime & Minerals Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 78
- +12 vs. Q1 2023
- Shares held
- 1.51M
- +10.4K (+0.7%) vs. Q1 2023
- Total value
- $315.7M
- +$86.6M (+37.8%) vs. Q1 2023
- New holders
- 16
- 27 more added
- Sold out
- 4
- 21 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USLM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 235 | $978.3M |
| Q1 2026 | 238 | $1.14B |
| Q4 2025 | 222 | $1.04B |
| Q3 2025 | 224 | $1.13B |
| Q2 2025 | 188 | $822.6M |
| Q1 2025 | 198 | $732.9M |
| Q4 2024 | 206 | $1.05B |
| Q3 2024 | 155 | $761.9M |
| Q2 2024 | 128 | $579.8M |
| Q1 2024 | 113 | $446.7M |
| Q4 2023 | 104 | $356.1M |
| Q3 2023 | 85 | $307.0M |
| Q2 2023 | 78 | $315.7M |
| Q1 2023 | 67 | $229.0M |
| Q4 2022 | 71 | $210.8M |
| Q3 2022 | 62 | $150.6M |
| Q2 2022 | 64 | $154.6M |
| Q1 2022 | 68 | $167.5M |
| Q4 2021 | 65 | $185.7M |
| Q3 2021 | 66 | $174.6M |
| Q2 2021 | 61 | $202.0M |
| Q1 2021 | 65 | $195.2M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 4 | $835 | 0.00% | −1−20.0% | Reduced |
| Covestor Ltd | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9 | $1.88K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 15 | $3.18K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $5.64K | 0.00% | +27 | New |
| Credit Agricole S A | 28 | $5.85K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 29 | $6.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $6.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $11.6K | 0.00% | +50 | New |
| FMR LLC | 69 | $14.4K | 0.00% | +7+11.3% | Added |
| Tower Research Capital LLC (TRC) | 87 | $18.2K | 0.00% | −28−24.3% | Reduced |
| Mather Group, LLC. | 100 | $20.9K | 0.00% | +100 | New |
| Metropolitan Life Insurance Co | 113 | $23.6K | 0.00% | +18+18.9% | Added |
| Ameritas Investment Partners, Inc. | 156 | $32.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 170 | $36.0K | 0.00% | +15+9.7% | Added |
| Amalgamated Bank | 315 | $66.0K | 0.00% | +48+18.0% | Added |
| Fiduciary Alliance LLC | 425 | $88.8K | 0.02% | +425 | New |
| Citigroup Inc | 676 | $141.2K | 0.00% | +614+990.3% | Added |
| Lazard Asset Management LLC | 758 | $158.0K | 0.00% | +75+11.0% | Added |
| Wells Fargo & Company | 860 | $179.6K | 0.00% | +475+123.4% | Added |
| Bank of America Corp | 976 | $203.9K | 0.00% | −508−34.2% | Reduced |
| Franklin Resources Inc | 979 | $204.5K | 0.00% | +979 | New |
| Janus Henderson Group PLC | 993 | $206.7K | 0.00% | +993 | New |
| American International Group, Inc. | 990 | $206.8K | 0.00% | +11+1.1% | Added |
| Jump Financial, LLC | 1,006 | $210.1K | 0.01% | +1,006 | New |
| Panagora Asset Management Inc | 1,021 | $213.3K | 0.00% | −303−22.9% | Reduced |
| Seizert Capital Partners, LLC | 1,147 | $239.6K | 0.01% | +1,147 | New |
| MetLife Investment Management | 1,167 | $243.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,206 | $251.9K | 0.00% | +1,206 | New |
| Deutsche Bank AG | 1,251 | $261.3K | 0.00% | −45−3.5% | Reduced |
| New York State Common Retirement Fund | 1,264 | $264.0K | 0.00% | −1−0.1% | Reduced |
| Teacher Retirement System of Texas | 1,355 | $283.0K | 0.00% | +41+3.1% | Added |
| BNP Paribas Arbitrage, SA | 1,411 | $294.7K | 0.00% | +138+10.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,550 | $323.8K | 0.04% | +1,550 | New |
| Moors & Cabot, Inc. | 1,664 | $347.6K | 0.02% | −2,536−60.4% | Reduced |
| UBS Group AG | 1,793 | $374.5K | 0.00% | +873+94.9% | Added |
| Two Sigma Advisers, LP | 1,800 | $376.0K | 0.00% | −200−10.0% | Reduced |
| Barclays PLC | 1,855 | $387.5K | 0.00% | −1,451−43.9% | Reduced |
| Credit Suisse AG | 1,862 | $389.0K | 0.00% | −462−19.9% | Reduced |
| Two Sigma Investments, LP | 1,967 | $410.9K | 0.00% | +87+4.6% | Added |
| James Investment Research Inc | 2,070 | $432.4K | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,096 | $437.8K | 0.00% | +1,133+117.7% | Added |
| Quadrature Capital Ltd | 2,163 | $449.5K | 0.01% | +2,163 | New |
| Goldman Sachs Group Inc | 2,433 | $508.2K | 0.00% | +2,433 | New |
| Invesco Ltd. | 2,606 | $544.4K | 0.00% | +1,020+64.3% | Added |
| Millennium Management LLC | 2,684 | $560.7K | 0.00% | +2,684 | New |
| California State Teachers Retirement System | 2,687 | $561.3K | 0.00% | −61−2.2% | Reduced |
| Russell Investments Group, Ltd. | 2,706 | $565.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,900 | $605.0K | 0.00% | −700−19.4% | Reduced |
| Rhumbline Advisers | 2,970 | $620.4K | 0.00% | −145−4.7% | Reduced |
| JPMorgan Chase & Co | 3,033 | $633.6K | 0.00% | +1,466+93.6% | Added |
| Morgan Stanley | 3,365 | $702.9K | 0.00% | +760+29.2% | Added |
| Denali Advisors LLC | 3,700 | $772.9K | 0.27% | +3,000+428.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,900 | $814.7K | 0.00% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 4,000 | $836.0K | 0.26% | +4,000 | New |
| Citadel Advisors LLC | 4,723 | $986.6K | 0.00% | +2,266+92.2% | Added |
| Swiss National Bank | 4,900 | $1.02M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 5,098 | $1.06M | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 8,240 | $1.72M | 0.38% | +8,240 | New |
| Heritage Investors Management Corp | 8,474 | $1.77M | 0.07% | −2,234−20.9% | Reduced |
| American Century Companies Inc | 9,419 | $1.97M | 0.00% | +467+5.2% | Added |
| Cardinal Capital Management | 12,904 | $2.70M | 0.54% | +84+0.7% | Added |
| Charles Schwab Investment Management Inc | 15,484 | $3.23M | 0.00% | +577+3.9% | Added |
| Minerva Advisors LLC | 17,762 | $3.68M | 2.55% | −9,596−35.1% | Reduced |
| Bank of New York Mellon Corp | 21,520 | $4.50M | 0.00% | +37+0.2% | Added |
| Northern Trust Corp | 21,711 | $4.54M | 0.00% | +447+2.1% | Added |
| North Star Investment Management Corp. | 23,625 | $4.94M | 0.40% | −50−0.2% | Reduced |
| Diamond Hill Capital Management Inc | 29,712 | $6.21M | 0.03% | −2,349−7.3% | Reduced |
| State Street Corp | 40,836 | $8.53M | 0.00% | +546+1.4% | Added |
| Geode Capital Management, LLC | 41,928 | $8.76M | 0.00% | +49+0.1% | Added |
| Vanguard Group Inc | 95,174 | $19.9M | 0.00% | +1,898+2.0% | Added |
| Royce & Associates LP | 144,406 | $30.2M | 0.29% | −7,594−5.0% | Reduced |
| BlackRock Inc. | 155,002 | $32.4M | 0.00% | −1,517−1.0% | Reduced |
| Renaissance Technologies LLC | 166,910 | $34.9M | 0.05% | −1,800−1.1% | Reduced |
| Dimensional Fund Advisors LP | 233,770 | $48.8M | 0.02% | −2,464−1.0% | Reduced |
| Thrivent Financial for Lutherans | 375,119 | $78.4M | 0.18% | +4,410+1.2% | Added |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −2,037−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Clear Perspectives Financial Planning, LLC | – | – | – | – | Not filed |