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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 2 | $402 | 0.00% | +2 | New |
| Advisor Group Holdings, Inc. | 4 | $804 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Quadrant Capital Group LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11 | $2.21K | 0.00% | +11 | New |
| Citigroup Inc | 12 | $2.41K | 0.00% | −664−98.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15 | $3.02K | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 15 | $3.06K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 21 | $4.22K | 0.00% | +21 | New |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 28 | $5.63K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $6.23K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $9.45K | 0.00% | +20+74.1% | Added |
| TD Waterhouse Canada Inc. | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 72 | $14.5K | 0.00% | +3+4.3% | Added |
| Tower Research Capital LLC (TRC) | 88 | $17.7K | 0.00% | +1+1.1% | Added |
| Parallel Advisors, LLC | 107 | $21.5K | 0.00% | +78+269.0% | Added |
| Metropolitan Life Insurance Co | 113 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 203 | $40.8K | 0.00% | +47+30.1% | Added |
| Royal Bank of Canada | 299 | $60.0K | 0.00% | +129+75.9% | Added |
| Great West Life Assurance Co | 308 | $62.0K | 0.00% | +308 | New |
| Amalgamated Bank | 315 | $63.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 412 | $82.7K | 0.00% | −448−52.1% | Reduced |
| Quantbot Technologies LP | 509 | $102.3K | 0.01% | +509 | New |
| Qube Research & Technologies Ltd | 519 | $104.3K | 0.00% | +519 | New |
| Seizert Capital Partners, LLC | 1,021 | $205.2K | 0.01% | −126−11.0% | Reduced |
| American International Group, Inc. | 1,027 | $206.4K | 0.00% | +37+3.7% | Added |
| Lazard Asset Management LLC | 1,055 | $212.0K | 0.00% | +297+39.2% | Added |
| UBS Asset Management Americas Inc | 1,122 | $225.5K | 0.00% | +1,122 | New |
| Winton Group Ltd | 1,135 | $228.1K | 0.02% | +1,135 | New |
| MetLife Investment Management | 1,167 | $234.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,174 | $236.0K | 0.00% | +1,174 | New |
| Navellier & Associates Inc | 1,230 | $247.2K | 0.04% | +1,230 | New |
| Deutsche Bank AG | 1,255 | $252.3K | 0.00% | +4+0.3% | Added |
| New York State Common Retirement Fund | 1,260 | $253.3K | 0.00% | −4−0.3% | Reduced |
| Bank of America Corp | 1,378 | $277.0K | 0.00% | +402+41.2% | Added |
| UBS Group AG | 1,406 | $282.6K | 0.00% | −387−21.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,525 | $306.5K | 0.04% | −25−1.6% | Reduced |
| Alps Advisors Inc | 1,540 | $309.5K | 0.00% | +1,540 | New |
| Kestra Private Wealth Services, LLC | 1,557 | $313.0K | 0.01% | +1,557 | New |
| Moors & Cabot, Inc. | 1,665 | $334.7K | 0.02% | +1+0.1% | Added |
| Quadrature Capital Ltd | 1,781 | $358.5K | 0.01% | −382−17.7% | Reduced |
| Barclays PLC | 1,813 | $364.4K | 0.00% | −42−2.3% | Reduced |
| Jump Financial, LLC | 1,867 | $375.3K | 0.01% | +861+85.6% | Added |
| Occudo Quantitative Strategies LP | 1,876 | $377.1K | 0.05% | +1,876 | New |
| Credit Suisse AG | 2,014 | $404.8K | 0.00% | +152+8.2% | Added |
| James Investment Research Inc | 2,070 | $416.1K | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,083 | $418.7K | 0.00% | −13−0.6% | Reduced |
| Two Sigma Advisers, LP | 2,100 | $422.1K | 0.00% | +300+16.7% | Added |
| BNP Paribas Arbitrage, SA | 2,412 | $484.8K | 0.00% | +1,001+70.9% | Added |
| California State Teachers Retirement System | 2,470 | $496.5K | 0.00% | −217−8.1% | Reduced |
| JPMorgan Chase & Co | 2,558 | $514.2K | 0.00% | −475−15.7% | Reduced |
| Two Sigma Investments, LP | 2,581 | $518.8K | 0.00% | +614+31.2% | Added |
| Denali Advisors LLC | 2,600 | $522.6K | 0.18% | −1,100−29.7% | Reduced |
| Russell Investments Group, Ltd. | 2,706 | $543.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,800 | $562.0K | 0.00% | −100−3.4% | Reduced |
| Rhumbline Advisers | 3,054 | $613.9K | 0.00% | +84+2.8% | Added |
| Morgan Stanley | 3,653 | $734.3K | 0.00% | +288+8.6% | Added |
| Teacher Retirement System of Texas | 3,666 | $737.0K | 0.00% | +2,311+170.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,900 | $783.9K | 0.00% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 4,000 | $804.0K | 0.26% | 00.0% | Unchanged |
| Minerva Advisors LLC | 4,546 | $909.5K | 0.64% | −13,216−74.4% | Reduced |
| Swiss National Bank | 5,000 | $1.00M | 0.00% | +100+2.0% | Added |
| Nuveen Asset Management, LLC | 5,081 | $1.02M | 0.00% | −17−0.3% | Reduced |
| Millennium Management LLC | 6,514 | $1.31M | 0.00% | +3,830+142.7% | Added |
| Citadel Advisors LLC | 7,525 | $1.51M | 0.00% | +2,802+59.3% | Added |
| Goldman Sachs Group Inc | 7,543 | $1.52M | 0.00% | +5,110+210.0% | Added |
| Linden Thomas Advisory Services, LLC | 8,218 | $1.65M | 0.37% | −22−0.3% | Reduced |
| Heritage Investors Management Corp | 8,274 | $1.66M | 0.07% | −200−2.4% | Reduced |
| American Century Companies Inc | 10,681 | $2.15M | 0.00% | +1,262+13.4% | Added |
| Cardinal Capital Management | 13,112 | $2.64M | 0.54% | +208+1.6% | Added |
| Charles Schwab Investment Management Inc | 15,760 | $3.17M | 0.00% | +276+1.8% | Added |
| Bank of New York Mellon Corp | 21,669 | $4.36M | 0.00% | +149+0.7% | Added |
| Northern Trust Corp | 21,820 | $4.39M | 0.00% | +109+0.5% | Added |
| North Star Investment Management Corp. | 23,625 | $4.75M | 0.40% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 28,968 | $5.82M | 0.03% | −744−2.5% | Reduced |
| State Street Corp | 42,670 | $8.58M | 0.00% | +1,834+4.5% | Added |
| Geode Capital Management, LLC | 44,218 | $8.89M | 0.00% | +2,290+5.5% | Added |
| Invesco Ltd. | 45,729 | $9.19M | 0.00% | +43,123+1,654.8% | Added |
| Vanguard Group Inc | 101,081 | $20.3M | 0.00% | +5,907+6.2% | Added |
| Royce & Associates LP | 140,935 | $28.3M | 0.29% | −3,471−2.4% | Reduced |
| BlackRock Inc. | 157,847 | $31.7M | 0.00% | +2,845+1.8% | Added |
| Renaissance Technologies LLC | 164,410 | $33.0M | 0.06% | −2,500−1.5% | Reduced |
| Dimensional Fund Advisors LP | 231,936 | $46.6M | 0.02% | −1,834−0.8% | Reduced |
| Thrivent Financial for Lutherans | 334,525 | $67.2M | 0.16% | −40,594−10.8% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |