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 2024
Institutional positions in United States Lime & Minerals Inc as of Dec 31, 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
- 206
- +52 vs. Q3 2024
- Shares held
- 7.89M
- +92.5K (+1.2%) vs. Q3 2024
- Total value
- $1.05B
- +$285.8M (+37.5%) vs. Q3 2024
- New holders
- 63
- 62 more added
- Sold out
- 11
- 63 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5 | $0 | 0.00% | +3+150.0% | Added |
| Allworth Financial LP | 1 | $120 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $133 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $266 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $398 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $398 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $664 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 5 | $664 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $797 | 0.00% | +6 | New |
| Private Trust Co NA | 8 | $1.06K | 0.00% | +8 | New |
| Sterling Capital Management LLC | 11 | $1.46K | 0.00% | +1+10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12 | $1.59K | 0.00% | +4+50.0% | Added |
| Hexagon Capital Partners LLC | 14 | $1.86K | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 15 | $1.99K | 0.00% | +15 | New |
| True Wealth Design, LLC | 23 | $3.05K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $3.98K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 33 | $4.38K | 0.00% | +33 | New |
| SRS Capital Advisors, Inc. | 35 | $4.65K | 0.00% | −215−86.0% | Reduced |
| Covestor Ltd | 36 | $5.00K | 0.00% | +14+63.6% | Added |
| Quadrant Capital Group LLC | 40 | $5.31K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Signaturefd, LLC | 50 | $6.64K | 0.00% | −32−39.0% | Reduced |
| US Bancorp | 53 | $7.04K | 0.00% | +13+32.5% | Added |
| Skopos Labs, Inc. | 54 | $7.17K | 0.00% | +54 | New |
| Nisa Investment Advisors, LLC | 56 | $7.43K | 0.00% | −4−6.7% | Reduced |
| SBI Securities Co., Ltd. | 61 | $8.10K | 0.00% | +61 | New |
| GAMMA Investing LLC | 76 | $10.1K | 0.00% | +12+18.8% | Added |
| Clearstead Advisors, LLC | 76 | $10.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $13.3K | 0.00% | −25−20.0% | Reduced |
| Credit Agricole S A | 140 | $18.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 142 | $18.8K | 0.00% | +142 | New |
| Farther Finance Advisors, LLC | 156 | $20.7K | 0.00% | −154−49.7% | Reduced |
| City State Bank | 160 | $21.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 192 | $25.5K | 0.00% | +192 | New |
| Advisor Group Holdings, Inc. | 216 | $28.7K | 0.00% | +216 | New |
| State of Wyoming | 267 | $35.4K | 0.00% | +267 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 268 | $35.6K | 0.01% | +268 | New |
| Aquatic Capital Management LLC | 352 | $46.7K | 0.00% | +52+17.3% | Added |
| Amalgamated Bank | 360 | $48.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 459 | $60.9K | 0.00% | −67−12.7% | Reduced |
| National Bank of Canada | 545 | $72.3K | 0.00% | +545 | New |
| Steward Partners Investment Advisory, LLC | 885 | $117.5K | 0.00% | +510+136.0% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $132.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,097 | $145.6K | 0.02% | +1,097 | New |
| Ameritas Investment Partners, Inc. | 1,101 | $146.1K | 0.00% | +86+8.5% | Added |
| Jones Financial Companies LLLP | 1,188 | $157.7K | 0.00% | +633+114.1% | Added |
| Acadian Asset Management LLC | 1,250 | $165.0K | 0.00% | +1,250 | New |
| Point72 (DIFC) Ltd | 1,286 | $170.7K | 0.02% | +1,286 | New |
| State of Tennessee, Treasury Department | 1,366 | $181.3K | 0.00% | +1,366 | New |
| Great West Life Assurance Co | 1,540 | $204.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,538 | $204.2K | 0.03% | +1,538 | New |
| M&T Bank Corp | 1,549 | $205.6K | 0.00% | +1,549 | New |
| Centiva Capital, LP | 1,572 | $208.7K | 0.01% | +1,572 | New |
| HSBC Holdings PLC | 1,716 | $229.9K | 0.00% | −1,173−40.6% | Reduced |
| Stonegate Investment Group, LLC | 1,765 | $234.3K | 0.01% | +1,765 | New |
| Ameriprise Financial Inc | 1,771 | $235.1K | 0.00% | +1,771 | New |
| XTX Topco Ltd | 1,788 | $237.3K | 0.02% | +1,788 | New |
| Kingsview Wealth Management, LLC | 1,855 | $246.2K | 0.00% | −1,706−47.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,885 | $250.2K | 0.00% | +1,885 | New |
| Empirical Asset Management, LLC | 1,930 | $256.2K | 0.08% | +1,930 | New |
| Delta Financial Group, Inc. | 2,000 | $265.0K | 0.06% | +2,000 | New |
| CWM, LLC | 2,066 | $274.0K | 0.00% | +63+3.1% | Added |
| Handelsbanken Fonder AB | 2,100 | $279.0K | 0.00% | +2,100 | New |
| Fiduciary Alliance LLC | 2,125 | $282.1K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 2,173 | $288.4K | 0.00% | −896−29.2% | Reduced |
| Silver Oak Securities, Inc | 2,159 | $290.7K | 0.03% | +2,159 | New |
| O'Shaughnessy Asset Management, LLC | 2,242 | $297.6K | 0.00% | −878−28.1% | Reduced |
| Roberts Glore & Co Inc | 2,300 | $305.3K | 0.09% | −455−16.5% | Reduced |
| Brinker Capital Investments, LLC | 2,305 | $306.0K | 0.00% | +2,305 | New |
| Orion Portfolio Solutions, LLC | 2,305 | $306.0K | 0.00% | +2,305 | New |
| Police & Firemen's Retirement System of New Jersey | 2,465 | $327.2K | 0.00% | +2,465 | New |
| State Board of Administration of Florida Retirement System | 2,466 | $327.3K | 0.00% | +366+17.4% | Added |
| TownSquare Capital, LLC | 2,479 | $329.1K | 0.00% | +393+18.8% | Added |
| Comprehensive Financial Planning, Inc. | 2,489 | $330.3K | 0.28% | +2,489 | New |
| Garrett Wealth Advisory Group, LLC | 2,500 | $331.9K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 2,500 | $331.9K | 0.01% | +2,500 | New |
| KLP Kapitalforvaltning AS | 2,500 | $331.9K | 0.00% | +2,500 | New |
| Squarepoint Ops LLC | 2,516 | $334.0K | 0.00% | +2,516 | New |
| HRT Financial LP | 2,579 | $342.0K | 0.00% | −6,177−70.5% | Reduced |
| Guidance Capital, Inc | 3,048 | $354.0K | 0.11% | −164−5.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,875 | $381.6K | 0.00% | +2,875 | New |
| ProShare Advisors LLC | 2,964 | $393.4K | 0.00% | +2,964 | New |
| Two Sigma Securities, LLC | 3,122 | $414.4K | 0.08% | −20−0.6% | Reduced |
| EntryPoint Capital, LLC | 3,154 | $418.7K | 0.18% | +3,154 | New |
| Y-Intercept (Hong Kong) Ltd | 3,174 | $421.3K | 0.03% | +3,174 | New |
| Voya Investment Management LLC | 3,213 | $426.5K | 0.00% | −268−7.7% | Reduced |
| Arizona State Retirement System | 3,320 | $440.7K | 0.00% | +32+1.0% | Added |
| Contravisory Investment Management, Inc. | 3,365 | $446.7K | 0.10% | −1,595−32.2% | Reduced |
| Moors & Cabot, Inc. | 3,380 | $448.7K | 0.02% | −50−1.5% | Reduced |
| Winton Group Ltd | 3,390 | $450.0K | 0.03% | +3,390 | New |
| Creative Planning | 3,474 | $461.1K | 0.00% | +835+31.6% | Added |
| TD Waterhouse Canada Inc. | 3,517 | $466.8K | 0.00% | +3,267+1,306.8% | Added |
| Tower Research Capital LLC (TRC) | 3,578 | $474.9K | 0.01% | −182−4.8% | Reduced |
| Toroso Investments, LLC | 3,687 | $489.4K | 0.00% | −2,870−43.8% | Reduced |
| City Center Advisors, LLC | 3,697 | $490.7K | 0.55% | −635−14.7% | Reduced |
| State of Wisconsin Investment Board | 3,717 | $493.4K | 0.00% | −2,518−40.4% | Reduced |
| Engineers Gate Manager LP | 3,819 | $506.9K | 0.01% | +3,819 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,914 | $519.5K | 0.00% | +3,914 | New |