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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Advisor Group Holdings, Inc. | 2 | $460 | 0.00% | −2−50.0% | Reduced |
| Rockbridge Investment Management, LCC | 4 | $922 | 0.00% | +4 | New |
| Covestor Ltd | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5 | $1.29K | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $3.51K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $4.00K | 0.00% | +18 | New |
| Allspring Global Investments Holdings, LLC | 18 | $4.15K | 0.00% | +3+20.0% | Added |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 28 | $6.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $7.14K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $11.1K | 0.00% | +1+2.1% | Added |
| TD Waterhouse Canada Inc. | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 62 | $14.0K | 0.01% | +62 | New |
| Quantbot Technologies LP | 67 | $15.4K | 0.00% | −442−86.8% | Reduced |
| Tower Research Capital LLC (TRC) | 70 | $16.1K | 0.00% | −18−20.5% | Reduced |
| FMR LLC | 82 | $18.9K | 0.00% | +10+13.9% | Added |
| Parallel Advisors, LLC | 100 | $23.0K | 0.00% | −7−6.5% | Reduced |
| Metropolitan Life Insurance Co | 113 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 203 | $46.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 294 | $68.0K | 0.00% | −21−6.7% | Reduced |
| Citigroup Inc | 299 | $68.9K | 0.00% | +287+2,391.7% | Added |
| Great West Life Assurance Co | 308 | $71.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 379 | $87.3K | 0.08% | +379 | New |
| Quest Partners LLC | 396 | $91.2K | 0.02% | +396 | New |
| SG Americas Securities, LLC | 536 | $123.0K | 0.00% | +536 | New |
| Wells Fargo & Company | 535 | $123.2K | 0.00% | +123+29.9% | Added |
| Royal Bank of Canada | 584 | $135.0K | 0.00% | +285+95.3% | Added |
| New York State Common Retirement Fund | 866 | $199.5K | 0.00% | −394−31.3% | Reduced |
| Susquehanna International Group, LLP | 869 | $200.2K | 0.00% | +869 | New |
| Boyar Asset Management Inc. | 895 | $206.2K | 0.15% | +895 | New |
| Voya Investment Management LLC | 902 | $207.8K | 0.00% | +902 | New |
| Deutsche Bank AG | 976 | $224.8K | 0.00% | −279−22.2% | Reduced |
| Franklin Resources Inc | 979 | $225.5K | 0.00% | +979 | New |
| Janus Henderson Group PLC | 991 | $229.7K | 0.00% | +991 | New |
| Alliancebernstein L.P. | 1,010 | $232.7K | 0.00% | +1,010 | New |
| American International Group, Inc. | 1,023 | $235.6K | 0.00% | −4−0.4% | Reduced |
| Algert Global LLC | 1,048 | $241.4K | 0.01% | +1,048 | New |
| Nebula Research & Development LLC | 1,113 | $256.4K | 0.08% | +1,113 | New |
| UBS Asset Management Americas Inc | 1,122 | $258.5K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 1,136 | $261.7K | 0.02% | +1+0.1% | Added |
| Manufacturers Life Insurance Company, The | 1,144 | $263.5K | 0.00% | −30−2.6% | Reduced |
| Lazard Asset Management LLC | 1,152 | $265.0K | 0.00% | +97+9.2% | Added |
| MetLife Investment Management | 1,167 | $268.8K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,173 | $270.2K | 0.01% | +1,173 | New |
| Journey Strategic Wealth LLC | 1,201 | $276.7K | 0.01% | +1,201 | New |
| Dark Forest Capital Management LP | 1,250 | $287.9K | 0.04% | +1,250 | New |
| Janney Montgomery Scott LLC | 1,373 | $316.0K | 0.00% | +1,373 | New |
| Kestra Private Wealth Services, LLC | 1,454 | $334.9K | 0.01% | −103−6.6% | Reduced |
| Alps Advisors Inc | 1,455 | $335.2K | 0.00% | −85−5.5% | Reduced |
| Occudo Quantitative Strategies LP | 1,514 | $348.8K | 0.05% | −362−19.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,525 | $351.3K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,650 | $380.1K | 0.02% | −15−0.9% | Reduced |
| Navellier & Associates Inc | 1,698 | $391.1K | 0.06% | +468+38.0% | Added |
| Exchange Traded Concepts, LLC | 1,718 | $395.7K | 0.01% | +1,718 | New |
| Koss-Olinger Consulting, LLC | 1,756 | $404.0K | 0.04% | +1,756 | New |
| Credit Suisse AG | 1,861 | $428.7K | 0.00% | −153−7.6% | Reduced |
| Bank of America Corp | 1,867 | $430.1K | 0.00% | +489+35.5% | Added |
| Denali Advisors LLC | 2,000 | $460.7K | 0.14% | −600−23.1% | Reduced |
| James Investment Research Inc | 2,070 | $476.8K | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,146 | $494.3K | 0.00% | +63+3.0% | Added |
| Jump Financial, LLC | 2,300 | $529.8K | 0.02% | +433+23.2% | Added |
| California State Teachers Retirement System | 2,366 | $545.0K | 0.00% | −104−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,454 | $565.3K | 0.00% | +42+1.7% | Added |
| AQR Capital Management LLC | 2,488 | $573.1K | 0.00% | +2,488 | New |
| STRS Ohio | 2,500 | $575.0K | 0.00% | −300−10.7% | Reduced |
| Two Sigma Advisers, LP | 2,500 | $575.9K | 0.00% | +400+19.0% | Added |
| Qube Research & Technologies Ltd | 2,758 | $635.3K | 0.00% | +2,239+431.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,800 | $645.0K | 0.00% | −1,100−28.2% | Reduced |
| Rhumbline Advisers | 3,029 | $697.7K | 0.00% | −25−0.8% | Reduced |
| UBS Group AG | 3,030 | $698.0K | 0.00% | +1,624+115.5% | Added |
| Teacher Retirement System of Texas | 3,151 | $726.0K | 0.00% | −515−14.0% | Reduced |
| Russell Investments Group, Ltd. | 3,346 | $770.8K | 0.00% | +640+23.7% | Added |
| Two Sigma Investments, LP | 3,517 | $810.1K | 0.00% | +936+36.3% | Added |
| JPMorgan Chase & Co | 3,538 | $815.0K | 0.00% | +980+38.3% | Added |
| Quadrature Capital Ltd | 3,544 | $816.7K | 0.01% | +1,763+99.0% | Added |
| Am Investment Strategies LLC | 4,000 | $921.0K | 0.26% | 00.0% | Unchanged |
| Barclays PLC | 4,324 | $996.0K | 0.00% | +2,511+138.5% | Added |
| Swiss National Bank | 4,500 | $1.04M | 0.00% | −500−10.0% | Reduced |
| Minerva Advisors LLC | 4,546 | $1.05M | 0.65% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 5,108 | $1.18M | 0.00% | +27+0.5% | Added |
| Goldman Sachs Group Inc | 6,306 | $1.45M | 0.00% | −1,237−16.4% | Reduced |
| Citadel Advisors LLC | 6,581 | $1.52M | 0.00% | −944−12.5% | Reduced |
| Morgan Stanley | 6,867 | $1.58M | 0.00% | +3,214+88.0% | Added |
| Linden Thomas Advisory Services, LLC | 8,116 | $1.87M | 0.35% | −102−1.2% | Reduced |
| Heritage Investors Management Corp | 8,130 | $1.87M | 0.07% | −144−1.7% | Reduced |
| American Century Companies Inc | 11,203 | $2.58M | 0.00% | +522+4.9% | Added |
| Cardinal Capital Management | 13,144 | $3.03M | 0.57% | +32+0.2% | Added |
| Charles Schwab Investment Management Inc | 15,907 | $3.66M | 0.00% | +147+0.9% | Added |
| Bank of New York Mellon Corp | 17,087 | $3.94M | 0.00% | −4,582−21.1% | Reduced |
| First Trust Advisors LP | 18,271 | $4.21M | 0.00% | +18,271 | New |
| Northern Trust Corp | 21,786 | $5.02M | 0.00% | −34−0.2% | Reduced |
| North Star Investment Management Corp. | 23,625 | $5.44M | 0.42% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 29,295 | $6.75M | 0.03% | +327+1.1% | Added |
| Invesco Ltd. | 42,725 | $9.84M | 0.00% | −3,004−6.6% | Reduced |
| State Street Corp | 45,510 | $10.5M | 0.00% | +2,840+6.7% | Added |
| Geode Capital Management, LLC | 45,924 | $10.6M | 0.00% | +1,706+3.9% | Added |
| Vanguard Group Inc | 111,515 | $25.7M | 0.00% | +10,434+10.3% | Added |
| Royce & Associates LP | 140,935 | $32.5M | 0.30% | 00.0% | Unchanged |