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 |
|---|---|---|---|---|---|
| Guidance Capital, Inc | 3,212 | $333.2K | 0.10% | +3,212 | New |
| Wells Fargo & Company | 3,392 | $331.3K | 0.00% | +22+0.7% | 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 |
| O'Shaughnessy Asset Management, LLC | 3,120 | $316.2K | 0.00% | +275+9.7% | AddedConverted for a 5-for-1 split |
| Two Sigma Securities, LLC | 3,142 | $306.8K | 0.02% | −3,008−48.9% | ReducedConverted for a 5-for-1 split |
| LPL Financial LLC | 3,069 | $299.7K | 0.00% | +3,069 | New |
| HSBC Holdings PLC | 2,889 | $276.9K | 0.00% | +89+3.2% | AddedConverted for a 5-for-1 split |
| Roberts Glore & Co Inc | 2,755 | $269.1K | 0.08% | −380−12.1% | ReducedConverted for a 5-for-1 split |
| Creative Planning | 2,639 | $257.7K | 0.00% | +2,639 | New |
| Garrett Wealth Advisory Group, LLC | 2,500 | $244.2K | 0.06% | +2,500 | New |
| Raymond James & Associates | 2,310 | $225.6K | 0.00% | +2,310 | New |
| Fiduciary Alliance LLC | 2,125 | $207.5K | 0.03% | +2,125 | New |
| State Board of Administration of Florida Retirement System | 2,100 | $205.1K | 0.00% | +2,100 | New |
| Schonfeld Strategic Advisors LLC | 2,092 | $204.3K | 0.00% | +2,092 | New |
| TownSquare Capital, LLC | 2,086 | $203.7K | 0.00% | +2,086 | New |
| CWM, LLC | 2,003 | $196.0K | 0.00% | +738+58.3% | AddedConverted 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 |
| Great West Life Assurance Co | 1,540 | $150.0K | 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 |
| Ameritas Investment Partners, Inc. | 1,015 | $99.1K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| The PNC Financial Services Group, Inc. | 1,000 | $97.7K | 0.00% | +1,000 | New |
| Uncommon Cents Investing LLC | 900 | $87.9K | 0.02% | +900 | New |
| Jones Financial Companies LLLP | 555 | $53.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Parallel Advisors, LLC | 526 | $51.4K | 0.00% | +6+1.2% | AddedConverted for a 5-for-1 split |
| FMR LLC | 503 | $49.1K | 0.00% | +3+0.6% | AddedConverted for a 5-for-1 split |
| nVerses Capital, LLC | 500 | $48.8K | 0.02% | +500 | New |
| Steward Partners Investment Advisory, LLC | 375 | $36.6K | 0.00% | +375 | New |
| Planned Solutions, Inc. | 365 | $35.6K | 0.01% | +365 | New |
| Amalgamated Bank | 360 | $35.0K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Farther Finance Advisors, LLC | 310 | $29.9K | 0.00% | +155+100.0% | AddedConverted for a 5-for-1 split |
| Aquatic Capital Management LLC | 300 | $29.3K | 0.00% | +300 | New |
| SRS Capital Advisors, Inc. | 250 | $24.4K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| TD Waterhouse Canada Inc. | 250 | $23.3K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Capital Performance Advisors LLP | 165 | $16.1K | 0.00% | +165 | New |
| City State Bank | 160 | $15.6K | 0.01% | +35+28.0% | AddedConverted for a 5-for-1 split |
| Credit Agricole S A | 140 | $13.7K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Brown Brothers Harriman & Co | 125 | $12.2K | 0.00% | +125 | New |
| Catalyst Funds Management Pty Ltd | 100 | $9.77K | 0.00% | +100 | New |
| Signaturefd, LLC | 82 | $8.01K | 0.00% | +7+9.3% | AddedConverted for a 5-for-1 split |
| Clearstead Advisors, LLC | 76 | $7.46K | 0.00% | +1+1.3% | AddedConverted for a 5-for-1 split |
| Northwestern Mutual Wealth Management Co | 65 | $6.35K | 0.00% | +65 | New |
| GAMMA Investing LLC | 64 | $6.25K | 0.00% | +24+60.0% | AddedConverted 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 |
| Stone House Investment Management, LLC | 50 | $4.88K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Allspring Global Investments Holdings, LLC | 48 | $4.69K | 0.00% | +48 | New |
| Quadrant Capital Group LLC | 40 | $3.91K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| US Bancorp | 40 | $3.91K | 0.00% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Federation des caisses Desjardins du Quebec | 30 | $2.93K | 0.00% | +30 | New |
| FSA Wealth Management LLC | 25 | $2.44K | 0.00% | +25 | New |
| True Wealth Design, LLC | 23 | $2.25K | 0.00% | +23 | New |
| Covestor Ltd | 22 | $2.00K | 0.00% | −8−26.7% | ReducedConverted for a 5-for-1 split |
| Sterling Capital Management LLC | 10 | $977 | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $782 | 0.00% | +3+60.0% | AddedConverted for a 5-for-1 split |
| TFC Financial Management | 1 | $98 | 0.00% | +1 | New |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,875−100.0% | Sold outConverted for a 5-for-1 split |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,950−100.0% | Sold outConverted for a 5-for-1 split |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,705−100.0% | Sold outConverted for a 5-for-1 split |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,915−100.0% | Sold outConverted for a 5-for-1 split |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −4,865−100.0% | Sold outConverted for a 5-for-1 split |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,935−100.0% | Sold outConverted for a 5-for-1 split |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −3,850−100.0% | Sold outConverted for a 5-for-1 split |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold outConverted for a 5-for-1 split |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,720−100.0% | Sold outConverted for a 5-for-1 split |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −310−100.0% | Sold outConverted for a 5-for-1 split |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −195−100.0% | Sold outConverted for a 5-for-1 split |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold outConverted for a 5-for-1 split |
| BlackRock Inc. | – | – | – | – | Not filed |