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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, Q3 2023

Institutional positions in United States Lime & Minerals Inc as of Sep 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
85
+7 vs. Q2 2023
Shares held
1.53M
+16.2K (+1.1%) vs. Q2 2023
Total value
$307.0M
−$8.64M (−2.7%) vs. Q2 2023
New holders
14
33 more added
Sold out
7
23 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 85 institutions
Q1 2021: 65 institutionsQ2 2021: 61 institutionsQ3 2021: 66 institutionsQ4 2021: 65 institutionsQ1 2022: 68 institutionsQ2 2022: 64 institutionsQ3 2022: 62 institutionsQ4 2022: 71 institutionsQ1 2023: 67 institutionsQ2 2023: 78 institutionsQ3 2023: 85 institutionsQ4 2023: 104 institutionsQ1 2024: 113 institutionsQ2 2024: 128 institutionsQ3 2024: 155 institutionsQ4 2024: 206 institutionsQ1 2025: 198 institutionsQ2 2025: 188 institutionsQ3 2025: 224 institutionsQ4 2025: 222 institutionsQ1 2026: 238 institutionsQ2 2026: 235 institutions
Value heldQ3 2023: $307.0M
Q1 2021: $195.2MQ2 2021: $202.0MQ3 2021: $174.6MQ4 2021: $185.7MQ1 2022: $167.5MQ2 2022: $154.6MQ3 2022: $150.6MQ4 2022: $210.8MQ1 2023: $229.0MQ2 2023: $315.7MQ3 2023: $307.0MQ4 2023: $356.1MQ1 2024: $446.7MQ2 2024: $579.8MQ3 2024: $761.9MQ4 2024: $1.05BQ1 2025: $732.9MQ2 2025: $822.6MQ3 2025: $1.13BQ4 2025: $1.04BQ1 2026: $1.14BQ2 2026: $978.3M
Institutions holding USLM and their total value by quarter
QuarterHoldersValue
Q2 2026235$978.3M
Q1 2026238$1.14B
Q4 2025222$1.04B
Q3 2025224$1.13B
Q2 2025188$822.6M
Q1 2025198$732.9M
Q4 2024206$1.05B
Q3 2024155$761.9M
Q2 2024128$579.8M
Q1 2024113$446.7M
Q4 2023104$356.1M
Q3 202385$307.0M
Q2 202378$315.7M
Q1 202367$229.0M
Q4 202271$210.8M
Q3 202262$150.6M
Q2 202264$154.6M
Q1 202268$167.5M
Q4 202165$185.7M
Q3 202166$174.6M
Q2 202161$202.0M
Q1 202165$195.2M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q2 2023.

Institutions holding USLM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Thrivent Financial for Lutherans334,525$67.2M0.16%−40,594−10.8%Reduced
Dimensional Fund Advisors LP231,936$46.6M0.02%−1,834−0.8%Reduced
Renaissance Technologies LLC164,410$33.0M0.06%−2,500−1.5%Reduced
BlackRock Inc.157,847$31.7M0.00%+2,845+1.8%Added
Royce & Associates LP140,935$28.3M0.29%−3,471−2.4%Reduced
Vanguard Group Inc101,081$20.3M0.00%+5,907+6.2%Added
Invesco Ltd.45,729$9.19M0.00%+43,123+1,654.8%Added
Geode Capital Management, LLC44,218$8.89M0.00%+2,290+5.5%Added
State Street Corp42,670$8.58M0.00%+1,834+4.5%Added
Diamond Hill Capital Management Inc28,968$5.82M0.03%−744−2.5%Reduced
North Star Investment Management Corp.23,625$4.75M0.40%00.0%Unchanged
Northern Trust Corp21,820$4.39M0.00%+109+0.5%Added
Bank of New York Mellon Corp21,669$4.36M0.00%+149+0.7%Added
Charles Schwab Investment Management Inc15,760$3.17M0.00%+276+1.8%Added
Cardinal Capital Management13,112$2.64M0.54%+208+1.6%Added
American Century Companies Inc10,681$2.15M0.00%+1,262+13.4%Added
Heritage Investors Management Corp8,274$1.66M0.07%−200−2.4%Reduced
Linden Thomas Advisory Services, LLC8,218$1.65M0.37%−22−0.3%Reduced
Goldman Sachs Group Inc7,543$1.52M0.00%+5,110+210.0%Added
Citadel Advisors LLC7,525$1.51M0.00%+2,802+59.3%Added
Millennium Management LLC6,514$1.31M0.00%+3,830+142.7%Added
Nuveen Asset Management, LLC5,081$1.02M0.00%−17−0.3%Reduced
Swiss National Bank5,000$1.00M0.00%+100+2.0%Added
Minerva Advisors LLC4,546$909.5K0.64%−13,216−74.4%Reduced
Am Investment Strategies LLC4,000$804.0K0.26%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,900$783.9K0.00%00.0%Unchanged
Teacher Retirement System of Texas3,666$737.0K0.00%+2,311+170.6%Added
Morgan Stanley3,653$734.3K0.00%+288+8.6%Added
Rhumbline Advisers3,054$613.9K0.00%+84+2.8%Added
STRS Ohio2,800$562.0K0.00%−100−3.4%Reduced
Russell Investments Group, Ltd.2,706$543.9K0.00%00.0%Unchanged
Denali Advisors LLC2,600$522.6K0.18%−1,100−29.7%Reduced
Two Sigma Investments, LP2,581$518.8K0.00%+614+31.2%Added
JPMorgan Chase & Co2,558$514.2K0.00%−475−15.7%Reduced
California State Teachers Retirement System2,470$496.5K0.00%−217−8.1%Reduced
BNP Paribas Arbitrage, SA2,412$484.8K0.00%+1,001+70.9%Added
Two Sigma Advisers, LP2,100$422.1K0.00%+300+16.7%Added
Legal & General Group Plc2,083$418.7K0.00%−13−0.6%Reduced
James Investment Research Inc2,070$416.1K0.05%00.0%Unchanged
Credit Suisse AG2,014$404.8K0.00%+152+8.2%Added
Occudo Quantitative Strategies LP1,876$377.1K0.05%+1,876New
Jump Financial, LLC1,867$375.3K0.01%+861+85.6%Added
Barclays PLC1,813$364.4K0.00%−42−2.3%Reduced
Quadrature Capital Ltd1,781$358.5K0.01%−382−17.7%Reduced
Moors & Cabot, Inc.1,665$334.7K0.02%+1+0.1%Added
Kestra Private Wealth Services, LLC1,557$313.0K0.01%+1,557New
Alps Advisors Inc1,540$309.5K0.00%+1,540New
Sound View Wealth Advisors Group, LLC1,525$306.5K0.04%−25−1.6%Reduced
UBS Group AG1,406$282.6K0.00%−387−21.6%Reduced
Bank of America Corp1,378$277.0K0.00%+402+41.2%Added
New York State Common Retirement Fund1,260$253.3K0.00%−4−0.3%Reduced
Deutsche Bank AG1,255$252.3K0.00%+4+0.3%Added
Navellier & Associates Inc1,230$247.2K0.04%+1,230New
Manufacturers Life Insurance Company, The1,174$236.0K0.00%+1,174New
MetLife Investment Management1,167$234.6K0.00%00.0%Unchanged
Winton Group Ltd1,135$228.1K0.02%+1,135New
UBS Asset Management Americas Inc1,122$225.5K0.00%+1,122New
Lazard Asset Management LLC1,055$212.0K0.00%+297+39.2%Added
American International Group, Inc.1,027$206.4K0.00%+37+3.7%Added
Seizert Capital Partners, LLC1,021$205.2K0.01%−126−11.0%Reduced
Qube Research & Technologies Ltd519$104.3K0.00%+519New
Quantbot Technologies LP509$102.3K0.01%+509New
Wells Fargo & Company412$82.7K0.00%−448−52.1%Reduced
Amalgamated Bank315$63.0K0.00%00.0%Unchanged
Great West Life Assurance Co308$62.0K0.00%+308New
Royal Bank of Canada299$60.0K0.00%+129+75.9%Added
Ameritas Investment Partners, Inc.203$40.8K0.00%+47+30.1%Added
Metropolitan Life Insurance Co113$22.7K0.00%00.0%Unchanged
Parallel Advisors, LLC107$21.5K0.00%+78+269.0%Added
Tower Research Capital LLC (TRC)88$17.7K0.00%+1+1.1%Added
FMR LLC72$14.5K0.00%+3+4.3%Added
TD Waterhouse Canada Inc.50$11.2K0.00%00.0%Unchanged
Signaturefd, LLC47$9.45K0.00%+20+74.1%Added
Farther Finance Advisors, LLC31$6.23K0.00%00.0%Unchanged
Credit Agricole S A28$5.63K0.00%00.0%Unchanged
City State Bank25$5.00K0.00%00.0%Unchanged
Legacy Financial Group LLC21$4.22K0.00%+21New
Clearstead Advisors, LLC15$3.06K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC15$3.02K0.00%+15New
Citigroup Inc12$2.41K0.00%−664−98.2%Reduced
Carmel Capital Partners, LLC11$2.21K0.00%+11New
Quadrant Capital Group LLC8$1.61K0.00%00.0%Unchanged
Covestor Ltd2$1.00K0.00%−1−33.3%Reduced
Advisor Group Holdings, Inc.4$8040.00%00.0%Unchanged
Federated Hermes, Inc.2$4020.00%+2New
Bank of Montreal0$00.00%−1,206−100.0%Sold out
Panagora Asset Management Inc0$00.00%−1,021−100.0%Sold out
Janus Henderson Group PLC0$00.00%−993−100.0%Sold out
Franklin Resources Inc0$00.00%−979−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−425−100.0%Sold out
Mather Group, LLC.0$00.00%−100−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−9−100.0%Sold out