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, Q4 2023
Institutional positions in United States Lime & Minerals Inc as of Dec 31, 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
- 104
- +19 vs. Q3 2023
- Shares held
- 1.55M
- +18.6K (+1.2%) vs. Q3 2023
- Total value
- $356.1M
- +$49.1M (+16.0%) vs. Q3 2023
- New holders
- 24
- 31 more added
- Sold out
- 5
- 31 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 298,470 | $68.8M | 0.15% | −36,055−10.8% | Reduced |
| Dimensional Fund Advisors LP | 227,910 | $52.5M | 0.02% | −4,026−1.7% | Reduced |
| BlackRock Inc. | 168,953 | $38.9M | 0.00% | +11,106+7.0% | Added |
| Renaissance Technologies LLC | 163,560 | $37.7M | 0.06% | −850−0.5% | Reduced |
| Royce & Associates LP | 140,935 | $32.5M | 0.30% | 00.0% | Unchanged |
| Vanguard Group Inc | 111,515 | $25.7M | 0.00% | +10,434+10.3% | Added |
| Geode Capital Management, LLC | 45,924 | $10.6M | 0.00% | +1,706+3.9% | Added |
| State Street Corp | 45,510 | $10.5M | 0.00% | +2,840+6.7% | Added |
| Invesco Ltd. | 42,725 | $9.84M | 0.00% | −3,004−6.6% | Reduced |
| Diamond Hill Capital Management Inc | 29,295 | $6.75M | 0.03% | +327+1.1% | Added |
| North Star Investment Management Corp. | 23,625 | $5.44M | 0.42% | 00.0% | Unchanged |
| Northern Trust Corp | 21,786 | $5.02M | 0.00% | −34−0.2% | Reduced |
| First Trust Advisors LP | 18,271 | $4.21M | 0.00% | +18,271 | New |
| Bank of New York Mellon Corp | 17,087 | $3.94M | 0.00% | −4,582−21.1% | Reduced |
| Charles Schwab Investment Management Inc | 15,907 | $3.66M | 0.00% | +147+0.9% | Added |
| Cardinal Capital Management | 13,144 | $3.03M | 0.57% | +32+0.2% | Added |
| American Century Companies Inc | 11,203 | $2.58M | 0.00% | +522+4.9% | Added |
| Heritage Investors Management Corp | 8,130 | $1.87M | 0.07% | −144−1.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,116 | $1.87M | 0.35% | −102−1.2% | Reduced |
| Morgan Stanley | 6,867 | $1.58M | 0.00% | +3,214+88.0% | Added |
| Citadel Advisors LLC | 6,581 | $1.52M | 0.00% | −944−12.5% | Reduced |
| Goldman Sachs Group Inc | 6,306 | $1.45M | 0.00% | −1,237−16.4% | Reduced |
| Nuveen Asset Management, LLC | 5,108 | $1.18M | 0.00% | +27+0.5% | Added |
| Minerva Advisors LLC | 4,546 | $1.05M | 0.65% | 00.0% | Unchanged |
| Swiss National Bank | 4,500 | $1.04M | 0.00% | −500−10.0% | Reduced |
| Barclays PLC | 4,324 | $996.0K | 0.00% | +2,511+138.5% | Added |
| Am Investment Strategies LLC | 4,000 | $921.0K | 0.26% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,544 | $816.7K | 0.01% | +1,763+99.0% | Added |
| JPMorgan Chase & Co | 3,538 | $815.0K | 0.00% | +980+38.3% | Added |
| Two Sigma Investments, LP | 3,517 | $810.1K | 0.00% | +936+36.3% | Added |
| Russell Investments Group, Ltd. | 3,346 | $770.8K | 0.00% | +640+23.7% | Added |
| Teacher Retirement System of Texas | 3,151 | $726.0K | 0.00% | −515−14.0% | Reduced |
| UBS Group AG | 3,030 | $698.0K | 0.00% | +1,624+115.5% | Added |
| Rhumbline Advisers | 3,029 | $697.7K | 0.00% | −25−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,800 | $645.0K | 0.00% | −1,100−28.2% | Reduced |
| Qube Research & Technologies Ltd | 2,758 | $635.3K | 0.00% | +2,239+431.4% | Added |
| Two Sigma Advisers, LP | 2,500 | $575.9K | 0.00% | +400+19.0% | Added |
| STRS Ohio | 2,500 | $575.0K | 0.00% | −300−10.7% | Reduced |
| AQR Capital Management LLC | 2,488 | $573.1K | 0.00% | +2,488 | New |
| BNP Paribas Arbitrage, SA | 2,454 | $565.3K | 0.00% | +42+1.7% | Added |
| California State Teachers Retirement System | 2,366 | $545.0K | 0.00% | −104−4.2% | Reduced |
| Jump Financial, LLC | 2,300 | $529.8K | 0.02% | +433+23.2% | Added |
| Legal & General Group Plc | 2,146 | $494.3K | 0.00% | +63+3.0% | Added |
| James Investment Research Inc | 2,070 | $476.8K | 0.06% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,000 | $460.7K | 0.14% | −600−23.1% | Reduced |
| Bank of America Corp | 1,867 | $430.1K | 0.00% | +489+35.5% | Added |
| Credit Suisse AG | 1,861 | $428.7K | 0.00% | −153−7.6% | Reduced |
| Koss-Olinger Consulting, LLC | 1,756 | $404.0K | 0.04% | +1,756 | New |
| Exchange Traded Concepts, LLC | 1,718 | $395.7K | 0.01% | +1,718 | New |
| Navellier & Associates Inc | 1,698 | $391.1K | 0.06% | +468+38.0% | Added |
| Moors & Cabot, Inc. | 1,650 | $380.1K | 0.02% | −15−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,525 | $351.3K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,514 | $348.8K | 0.05% | −362−19.3% | Reduced |
| Alps Advisors Inc | 1,455 | $335.2K | 0.00% | −85−5.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,454 | $334.9K | 0.01% | −103−6.6% | Reduced |
| Janney Montgomery Scott LLC | 1,373 | $316.0K | 0.00% | +1,373 | New |
| Dark Forest Capital Management LP | 1,250 | $287.9K | 0.04% | +1,250 | New |
| Journey Strategic Wealth LLC | 1,201 | $276.7K | 0.01% | +1,201 | New |
| Kingsview Wealth Management, LLC | 1,173 | $270.2K | 0.01% | +1,173 | New |
| MetLife Investment Management | 1,167 | $268.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,152 | $265.0K | 0.00% | +97+9.2% | Added |
| Manufacturers Life Insurance Company, The | 1,144 | $263.5K | 0.00% | −30−2.6% | Reduced |
| Winton Group Ltd | 1,136 | $261.7K | 0.02% | +1+0.1% | Added |
| UBS Asset Management Americas Inc | 1,122 | $258.5K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,113 | $256.4K | 0.08% | +1,113 | New |
| Algert Global LLC | 1,048 | $241.4K | 0.01% | +1,048 | New |
| American International Group, Inc. | 1,023 | $235.6K | 0.00% | −4−0.4% | Reduced |
| Alliancebernstein L.P. | 1,010 | $232.7K | 0.00% | +1,010 | New |
| Janus Henderson Group PLC | 991 | $229.7K | 0.00% | +991 | New |
| Franklin Resources Inc | 979 | $225.5K | 0.00% | +979 | New |
| Deutsche Bank AG | 976 | $224.8K | 0.00% | −279−22.2% | Reduced |
| Voya Investment Management LLC | 902 | $207.8K | 0.00% | +902 | New |
| Boyar Asset Management Inc. | 895 | $206.2K | 0.15% | +895 | New |
| Susquehanna International Group, LLP | 869 | $200.2K | 0.00% | +869 | New |
| New York State Common Retirement Fund | 866 | $199.5K | 0.00% | −394−31.3% | Reduced |
| Royal Bank of Canada | 584 | $135.0K | 0.00% | +285+95.3% | Added |
| Wells Fargo & Company | 535 | $123.2K | 0.00% | +123+29.9% | Added |
| SG Americas Securities, LLC | 536 | $123.0K | 0.00% | +536 | New |
| Quest Partners LLC | 396 | $91.2K | 0.02% | +396 | New |
| EntryPoint Capital, LLC | 379 | $87.3K | 0.08% | +379 | New |
| Great West Life Assurance Co | 308 | $71.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 299 | $68.9K | 0.00% | +287+2,391.7% | Added |
| Amalgamated Bank | 294 | $68.0K | 0.00% | −21−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 203 | $46.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 113 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $23.0K | 0.00% | −7−6.5% | Reduced |
| FMR LLC | 82 | $18.9K | 0.00% | +10+13.9% | Added |
| Tower Research Capital LLC (TRC) | 70 | $16.1K | 0.00% | −18−20.5% | Reduced |
| Quantbot Technologies LP | 67 | $15.4K | 0.00% | −442−86.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 62 | $14.0K | 0.01% | +62 | New |
| TD Waterhouse Canada Inc. | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $11.1K | 0.00% | +1+2.1% | Added |
| Farther Finance Advisors, LLC | 31 | $7.14K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 28 | $6.45K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 18 | $4.15K | 0.00% | +3+20.0% | Added |
| FSA Wealth Management LLC | 18 | $4.00K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 15 | $3.51K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5 | $1.29K | 0.00% | +5 | New |