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, Q1 2025
Institutional positions in United States Lime & Minerals Inc as of Mar 31, 2025. 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
- 198
- −6 vs. Q4 2024
- Shares held
- 8.29M
- +425.3K (+5.4%) vs. Q4 2024
- Total value
- $732.9M
- −$311.2M (−29.8%) vs. Q4 2024
- New holders
- 37
- 80 more added
- Sold out
- 43
- 57 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1 | $88 | 0.00% | −999−99.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1 | $88 | 0.00% | −4−80.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $88 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $89 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $265 | 0.00% | +2+200.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $354 | 0.00% | −2−33.3% | Reduced |
| Bell Investment Advisors, Inc | 5 | $442 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $442 | 0.00% | +5 | New |
| Kestra Investment Management, LLC | 6 | $531 | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 7 | $619 | 0.00% | +7 | New |
| Allworth Financial LP | 7 | $662 | 0.00% | +6+600.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8 | $709 | 0.00% | −4−33.3% | Reduced |
| Sterling Capital Management LLC | 11 | $972 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 14 | $1.24K | 0.00% | −19−57.6% | Reduced |
| Rothschild Investment LLC | 15 | $1.33K | 0.00% | +10+200.0% | Added |
| Federated Hermes, Inc. | 18 | $1.59K | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 24 | $2.12K | 0.00% | +10+71.4% | Added |
| True Wealth Design, LLC | 25 | $2.21K | 0.00% | +2+8.7% | Added |
| SBI Securities Co., Ltd. | 40 | $3.54K | 0.00% | −21−34.4% | Reduced |
| US Bancorp | 42 | $3.71K | 0.00% | −11−20.8% | Reduced |
| FSA Wealth Management LLC | 44 | $3.89K | 0.00% | +19+76.0% | Added |
| SJS Investment Consulting Inc. | 44 | $3.89K | 0.00% | +42+2,100.0% | Added |
| Stone House Investment Management, LLC | 50 | $4.42K | 0.00% | +50 | New |
| Nisa Investment Advisors, LLC | 59 | $5.21K | 0.00% | +3+5.4% | Added |
| Signaturefd, LLC | 60 | $5.30K | 0.00% | +10+20.0% | Added |
| Clearstead Advisors, LLC | 76 | $6.75K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 94 | $8.31K | 0.00% | +18+23.7% | Added |
| Skopos Labs, Inc. | 94 | $8.31K | 0.00% | +40+74.1% | Added |
| Brown Brothers Harriman & Co | 100 | $8.84K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 102 | $9.00K | 0.00% | +52+104.0% | Added |
| Matrix Trust Co | 113 | $10.0K | 0.00% | +113 | New |
| Macquarie Group Ltd | 128 | $11.3K | 0.00% | +128 | New |
| Credit Agricole S A | 140 | $12.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $13.3K | 0.00% | +150 | New |
| City State Bank | 160 | $14.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 165 | $15.1K | 0.00% | +9+5.8% | Added |
| Versant Capital Management, Inc | 262 | $23.2K | 0.00% | +262 | New |
| TD Waterhouse Canada Inc. | 261 | $23.7K | 0.00% | −3,256−92.6% | Reduced |
| Amalgamated Bank | 361 | $32.0K | 0.00% | +1+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 375 | $33.1K | 0.00% | −510−57.6% | Reduced |
| Point72 (DIFC) Ltd | 433 | $38.3K | 0.00% | −853−66.3% | Reduced |
| Parallel Advisors, LLC | 451 | $39.9K | 0.00% | −8−1.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 515 | $48.3K | 0.01% | +515 | New |
| Advisor Group Holdings, Inc. | 554 | $48.9K | 0.00% | +338+156.5% | Added |
| Ameritas Investment Partners, Inc. | 1,101 | $97.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,174 | $104.6K | 0.00% | −14−1.2% | Reduced |
| Great West Life Assurance Co | 1,540 | $136.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,706 | $150.8K | 0.00% | −1,872−52.3% | Reduced |
| Quadrant Capital Group LLC | 1,771 | $156.5K | 0.01% | +1,731+4,327.5% | Added |
| Covestor Ltd | 1,801 | $159.0K | 0.11% | +1,765+4,902.8% | Added |
| State of Tennessee, Treasury Department | 1,966 | $173.8K | 0.00% | +600+43.9% | Added |
| ProShare Advisors LLC | 2,278 | $201.3K | 0.00% | −686−23.1% | Reduced |
| Virginia Retirement Systems Et Al | 2,300 | $203.3K | 0.00% | +2,300 | New |
| AXA S.A. | 2,319 | $205.0K | 0.00% | +2,319 | New |
| Royal Bank of Canada | 2,314 | $205.0K | 0.00% | −31,717−93.2% | Reduced |
| CIBC World Markets Corp | 2,336 | $206.5K | 0.00% | +2,336 | New |
| Cerity Partners LLC | 2,413 | $213.3K | 0.00% | +2,413 | New |
| Police & Firemen's Retirement System of New Jersey | 2,465 | $217.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,470 | $218.3K | 0.05% | −895−26.6% | Reduced |
| Prelude Capital Management, LLC | 2,498 | $220.8K | 0.02% | +2,498 | New |
| Old National Bancorp | 2,500 | $220.9K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,500 | $220.9K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,500 | $220.9K | 0.05% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 2,512 | $222.0K | 0.06% | +2,512 | New |
| Point72 Asset Management, L.P. | 2,535 | $224.1K | 0.00% | +2,535 | New |
| Moors & Cabot, Inc. | 2,550 | $225.4K | 0.01% | −830−24.6% | Reduced |
| City Center Advisors, LLC | 2,588 | $228.7K | 0.27% | −1,109−30.0% | Reduced |
| SummitTX Capital, L.P. | 2,600 | $229.8K | 0.01% | +2,600 | New |
| CWM, LLC | 2,623 | $232.0K | 0.00% | +557+27.0% | Added |
| Inceptionr LLC | 2,633 | $232.7K | 0.07% | −1,532−36.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,754 | $243.4K | 0.00% | +2,754 | New |
| Voya Investment Management LLC | 2,865 | $253.2K | 0.00% | −348−10.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,875 | $254.1K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,169 | $280.1K | 0.00% | +690+27.8% | Added |
| Arizona State Retirement System | 3,274 | $289.4K | 0.00% | −46−1.4% | Reduced |
| Toroso Investments, LLC | 3,295 | $291.2K | 0.00% | −392−10.6% | Reduced |
| Capital Analysts, LLC | 3,386 | $299.0K | 0.01% | +3,386 | New |
| Voleon Capital Management LP | 3,397 | $300.2K | 0.02% | −763−18.3% | Reduced |
| Guidance Capital, Inc | 3,115 | $310.9K | 0.09% | +67+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,528 | $311.8K | 0.00% | +1,643+87.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,800 | $335.8K | 0.14% | +3,800 | New |
| Alps Advisors Inc | 3,862 | $341.3K | 0.00% | −361−8.5% | Reduced |
| Amundi | 4,063 | $353.6K | 0.00% | +4,063 | New |
| New York State Common Retirement Fund | 4,025 | $355.7K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,163 | $367.9K | 0.00% | +4,163 | New |
| Engineers Gate Manager LP | 4,197 | $370.9K | 0.01% | +378+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 4,450 | $393.3K | 0.03% | −1,075−19.5% | Reduced |
| Price T Rowe Associates Inc | 4,640 | $411.0K | 0.00% | +420+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,513 | $411.8K | 0.00% | +291+6.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,757 | $420.4K | 0.00% | +843+21.5% | Added |
| Dark Forest Capital Management LP | 4,878 | $431.1K | 0.02% | +3,340+217.2% | Added |
| Navellier & Associates Inc | 4,577 | $455.6K | 0.06% | −3,474−43.1% | Reduced |
| Corebridge Financial, Inc. | 5,157 | $455.8K | 0.00% | −76−1.5% | Reduced |
| Wells Fargo & Company | 5,252 | $464.2K | 0.00% | −2,737−34.3% | Reduced |
| State of Wisconsin Investment Board | 5,570 | $492.3K | 0.00% | +1,853+49.9% | Added |
| FCG Investment Co | 5,624 | $497.0K | 0.31% | +5,624 | New |
| Raymond James Financial Inc | 5,747 | $507.9K | 0.00% | −21,464−78.9% | Reduced |
| Kaizen Financial Strategies | 5,891 | $520.6K | 0.30% | +433+7.9% | Added |