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 2024
Institutional positions in United States Lime & Minerals Inc as of Sep 30, 2024. 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
- 155
- +28 vs. Q2 2024
- Shares held
- 7.80M
- +879.1K (+12.7%) vs. Q2 2024Converted for a 5-for-1 split
- Total value
- $761.9M
- +$259.3M (+51.6%) vs. Q2 2024
- New holders
- 40
- 53 more added
- Sold out
- 12
- 41 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $98 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $782 | 0.00% | +3+60.0% | AddedConverted for a 5-for-1 split |
| Sterling Capital Management LLC | 10 | $977 | 0.00% | +10 | New |
| Covestor Ltd | 22 | $2.00K | 0.00% | −8−26.7% | ReducedConverted for a 5-for-1 split |
| True Wealth Design, LLC | 23 | $2.25K | 0.00% | +23 | New |
| FSA Wealth Management LLC | 25 | $2.44K | 0.00% | +25 | New |
| Federation des caisses Desjardins du Quebec | 30 | $2.93K | 0.00% | +30 | New |
| US Bancorp | 40 | $3.91K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Quadrant Capital Group LLC | 40 | $3.91K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Allspring Global Investments Holdings, LLC | 48 | $4.69K | 0.00% | +48 | New |
| Stone House Investment Management, LLC | 50 | $4.88K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Nisa Investment Advisors, LLC | 60 | $5.86K | 0.00% | +40+200.0% | AddedConverted for a 5-for-1 split |
| GAMMA Investing LLC | 64 | $6.25K | 0.00% | +24+60.0% | AddedConverted for a 5-for-1 split |
| Northwestern Mutual Wealth Management Co | 65 | $6.35K | 0.00% | +65 | New |
| Clearstead Advisors, LLC | 76 | $7.46K | 0.00% | +1+1.3% | AddedConverted for a 5-for-1 split |
| Signaturefd, LLC | 82 | $8.01K | 0.00% | +7+9.3% | AddedConverted for a 5-for-1 split |
| Catalyst Funds Management Pty Ltd | 100 | $9.77K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 125 | $12.2K | 0.00% | +125 | New |
| Credit Agricole S A | 140 | $13.7K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| City State Bank | 160 | $15.6K | 0.01% | +35+28.0% | AddedConverted for a 5-for-1 split |
| Capital Performance Advisors LLP | 165 | $16.1K | 0.00% | +165 | New |
| TD Waterhouse Canada Inc. | 250 | $23.3K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| SRS Capital Advisors, Inc. | 250 | $24.4K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Aquatic Capital Management LLC | 300 | $29.3K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 310 | $29.9K | 0.00% | +155+100.0% | AddedConverted for a 5-for-1 split |
| Amalgamated Bank | 360 | $35.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Planned Solutions, Inc. | 365 | $35.6K | 0.01% | +365 | New |
| Steward Partners Investment Advisory, LLC | 375 | $36.6K | 0.00% | +375 | New |
| nVerses Capital, LLC | 500 | $48.8K | 0.02% | +500 | New |
| FMR LLC | 503 | $49.1K | 0.00% | +3+0.6% | AddedConverted for a 5-for-1 split |
| Parallel Advisors, LLC | 526 | $51.4K | 0.00% | +6+1.2% | AddedConverted for a 5-for-1 split |
| Jones Financial Companies LLLP | 555 | $53.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Uncommon Cents Investing LLC | 900 | $87.9K | 0.02% | +900 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $97.7K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,015 | $99.1K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Quantbot Technologies LP | 1,388 | $135.6K | 0.01% | +1,213+693.1% | AddedConverted for a 5-for-1 split |
| Great West Life Assurance Co | 1,540 | $150.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Royal Bank of Canada | 1,617 | $159.0K | 0.00% | +417+34.8% | AddedConverted for a 5-for-1 split |
| CWM, LLC | 2,003 | $196.0K | 0.00% | +738+58.3% | AddedConverted for a 5-for-1 split |
| TownSquare Capital, LLC | 2,086 | $203.7K | 0.00% | +2,086 | New |
| Schonfeld Strategic Advisors LLC | 2,092 | $204.3K | 0.00% | +2,092 | New |
| State Board of Administration of Florida Retirement System | 2,100 | $205.1K | 0.00% | +2,100 | New |
| Fiduciary Alliance LLC | 2,125 | $207.5K | 0.03% | +2,125 | New |
| Raymond James & Associates | 2,310 | $225.6K | 0.00% | +2,310 | New |
| Garrett Wealth Advisory Group, LLC | 2,500 | $244.2K | 0.06% | +2,500 | New |
| Creative Planning | 2,639 | $257.7K | 0.00% | +2,639 | New |
| Roberts Glore & Co Inc | 2,755 | $269.1K | 0.08% | −380−12.1% | ReducedConverted for a 5-for-1 split |
| HSBC Holdings PLC | 2,889 | $276.9K | 0.00% | +89+3.2% | AddedConverted for a 5-for-1 split |
| LPL Financial LLC | 3,069 | $299.7K | 0.00% | +3,069 | New |
| Two Sigma Securities, LLC | 3,142 | $306.8K | 0.02% | −3,008−48.9% | ReducedConverted for a 5-for-1 split |
| O'Shaughnessy Asset Management, LLC | 3,120 | $316.2K | 0.00% | +275+9.7% | AddedConverted for a 5-for-1 split |
| Arizona State Retirement System | 3,288 | $321.1K | 0.00% | +93+2.9% | AddedConverted for a 5-for-1 split |
| Wells Fargo & Company | 3,392 | $331.3K | 0.00% | +22+0.7% | AddedConverted for a 5-for-1 split |
| Guidance Capital, Inc | 3,212 | $333.2K | 0.10% | +3,212 | New |
| Moors & Cabot, Inc. | 3,430 | $335.0K | 0.02% | −125−3.5% | ReducedConverted for a 5-for-1 split |
| Price T Rowe Associates Inc | 3,451 | $338.0K | 0.00% | +151+4.6% | AddedConverted for a 5-for-1 split |
| Voya Investment Management LLC | 3,481 | $340.0K | 0.00% | −79−2.2% | ReducedConverted for a 5-for-1 split |
| Kingsview Wealth Management, LLC | 3,561 | $347.8K | 0.01% | −444−11.1% | ReducedConverted for a 5-for-1 split |
| Susquehanna International Group, LLP | 3,630 | $354.5K | 0.00% | +3,630 | New |
| Millennium Management LLC | 3,688 | $360.2K | 0.00% | +3,688 | New |
| Tower Research Capital LLC (TRC) | 3,760 | $367.2K | 0.01% | +1,140+43.5% | AddedConverted for a 5-for-1 split |
| Arrowstreet Capital, Limited Partnership | 4,139 | $404.2K | 0.00% | +4,139 | New |
| Alps Advisors Inc | 4,223 | $412.4K | 0.00% | −1,777−29.6% | ReducedConverted for a 5-for-1 split |
| New York State Common Retirement Fund | 4,325 | $422.4K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Citadel Advisors LLC | 4,327 | $422.6K | 0.00% | −32,678−88.3% | ReducedConverted for a 5-for-1 split |
| City Center Advisors, LLC | 4,332 | $423.1K | 0.47% | +4,332 | New |
| Kestra Private Wealth Services, LLC | 4,409 | $430.6K | 0.01% | −381−8.0% | ReducedConverted for a 5-for-1 split |
| Nebula Research & Development LLC | 4,522 | $441.6K | 0.05% | +4,522 | New |
| Navellier & Associates Inc | 4,809 | $469.6K | 0.06% | −3,351−41.1% | ReducedConverted for a 5-for-1 split |
| Jump Financial, LLC | 4,820 | $470.7K | 0.01% | +820+20.5% | AddedConverted for a 5-for-1 split |
| Contravisory Investment Management, Inc. | 4,960 | $484.4K | 0.10% | −75−1.5% | ReducedConverted for a 5-for-1 split |
| Sound View Wealth Advisors Group, LLC | 5,325 | $520.0K | 0.04% | −1,300−19.6% | ReducedConverted for a 5-for-1 split |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,428 | $530.0K | 0.15% | +733+15.6% | AddedConverted for a 5-for-1 split |
| Corebridge Financial, Inc. | 5,628 | $549.6K | 0.00% | −37−0.7% | ReducedConverted for a 5-for-1 split |
| Kaizen Financial Strategies | 5,678 | $554.5K | 0.32% | −22,872−80.1% | ReducedConverted for a 5-for-1 split |
| Semanteon Capital Management, LP | 5,687 | $555.4K | 0.38% | +5,687 | New |
| Principal Financial Group Inc | 5,844 | $570.7K | 0.00% | +1,259+27.5% | AddedConverted for a 5-for-1 split |
| SG Americas Securities, LLC | 5,885 | $575.0K | 0.00% | −22,050−78.9% | ReducedConverted for a 5-for-1 split |
| Deutsche Bank AG | 6,115 | $597.2K | 0.00% | +1,590+35.1% | AddedConverted for a 5-for-1 split |
| MetLife Investment Management | 6,120 | $597.7K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Yorktown Management & Research Co Inc | 6,225 | $607.9K | 0.62% | +2,100+50.9% | AddedConverted for a 5-for-1 split |
| Minerva Advisors LLC | 6,250 | $608.1K | 0.35% | 00.0% | UnchangedConverted for a 5-for-1 split |
| State of Wisconsin Investment Board | 6,235 | $608.9K | 0.00% | +2,000+47.2% | AddedConverted for a 5-for-1 split |
| Franklin Resources Inc | 6,036 | $611.7K | 0.00% | +366+6.5% | AddedConverted for a 5-for-1 split |
| Occudo Quantitative Strategies LP | 6,346 | $619.8K | 0.11% | +1,106+21.1% | AddedConverted for a 5-for-1 split |
| Manufacturers Life Insurance Company, The | 6,489 | $633.7K | 0.00% | −316−4.6% | ReducedConverted for a 5-for-1 split |
| Toroso Investments, LLC | 6,557 | $640.4K | 0.01% | +6,557 | New |
| Norges Bank | 6,600 | $644.6K | 0.00% | −18,400−73.6% | ReducedConverted for a 5-for-1 split |
| Janney Montgomery Scott LLC | 6,615 | $646.0K | 0.00% | −185−2.7% | ReducedConverted for a 5-for-1 split |
| STRS Ohio | 7,100 | $693.4K | 0.00% | −900−11.3% | ReducedConverted for a 5-for-1 split |
| Stifel Financial Corp | 7,233 | $706.5K | 0.00% | −1,597−18.1% | ReducedConverted for a 5-for-1 split |
| UBS Group AG | 7,598 | $742.0K | 0.00% | +2,408+46.4% | AddedConverted for a 5-for-1 split |
| Algert Global LLC | 7,650 | $747.1K | 0.02% | +2,200+40.4% | AddedConverted for a 5-for-1 split |
| Aviva PLC | 7,693 | $751.3K | 0.00% | −1,197−13.5% | ReducedConverted for a 5-for-1 split |
| BNP Paribas Arbitrage, SA | 7,749 | $756.8K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Cynosure Management, LLC | 7,855 | $767.1K | 0.11% | +2,520+47.2% | AddedConverted for a 5-for-1 split |
| Moran Wealth Management, LLC | 8,030 | $784.2K | 0.02% | +1,640+25.7% | AddedConverted for a 5-for-1 split |
| Bank of America Corp | 8,691 | $848.8K | 0.00% | +266+3.2% | AddedConverted for a 5-for-1 split |
| HRT Financial LP | 8,756 | $855.0K | 0.00% | +8,756 | New |