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, Q2 2025
Institutional positions in United States Lime & Minerals Inc as of Jun 30, 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
- 188
- −8 vs. Q1 2025
- Shares held
- 8.24M
- −49.3K (−0.6%) vs. Q1 2025
- Total value
- $822.6M
- +$89.6M (+12.2%) vs. Q1 2025
- New holders
- 30
- 73 more added
- Sold out
- 38
- 56 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 1 | $100 | 0.00% | −75−98.7% | Reduced |
| TFC Financial Management | 1 | $100 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $100 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $100 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $119 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $200 | 0.00% | −42−95.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $200 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 4 | $399 | 0.00% | +4 | New |
| MAI Capital Management | 5 | $499 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 5 | $499 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $801 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $898 | 0.00% | +9 | New |
| Hemington Wealth Management | 17 | $1.00K | 0.00% | +12+240.0% | Added |
| Kestra Investment Management, LLC | 12 | $1.13K | 0.00% | +6+100.0% | Added |
| JFS Wealth Advisors, LLC | 12 | $1.20K | 0.00% | +8+200.0% | Added |
| Rothschild Investment LLC | 20 | $2.00K | 0.00% | +5+33.3% | Added |
| IFP Advisors, Inc | 23 | $2.30K | 0.00% | +20+666.7% | Added |
| Sterling Capital Management LLC | 25 | $2.50K | 0.00% | +14+127.3% | Added |
| Allworth Financial LP | 25 | $2.50K | 0.00% | +18+257.1% | Added |
| SBI Securities Co., Ltd. | 37 | $3.69K | 0.00% | −3−7.5% | Reduced |
| Signaturefd, LLC | 47 | $4.69K | 0.00% | −13−21.7% | Reduced |
| FSA Wealth Management LLC | 49 | $4.89K | 0.00% | +5+11.4% | Added |
| True Wealth Design, LLC | 55 | $5.49K | 0.00% | +30+120.0% | Added |
| Amica Retiree Medical Trust | 65 | $6.00K | 0.01% | +65 | New |
| Essential Partners LLC | 63 | $6.29K | 0.00% | +63 | New |
| US Bancorp | 70 | $6.99K | 0.00% | +28+66.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 71 | $7.00K | 0.00% | +71 | New |
| Skopos Labs, Inc. | 91 | $9.08K | 0.00% | −3−3.2% | Reduced |
| Brown Brothers Harriman & Co | 100 | $9.98K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $9.98K | 0.00% | +100 | New |
| Matrix Trust Co | 107 | $11.0K | 0.00% | −6−5.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 119 | $11.9K | 0.00% | +119 | New |
| EverSource Wealth Advisors, LLC | 119 | $11.9K | 0.00% | +118+11,800.0% | Added |
| AdvisorNet Financial, Inc | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 160 | $16.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 164 | $16.4K | 0.00% | +105+178.0% | Added |
| GAMMA Investing LLC | 188 | $18.8K | 0.00% | +94+100.0% | Added |
| Farther Finance Advisors, LLC | 208 | $20.8K | 0.00% | +43+26.1% | Added |
| TD Waterhouse Canada Inc. | 250 | $25.5K | 0.00% | −11−4.2% | Reduced |
| Versant Capital Management, Inc | 262 | $26.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 361 | $36.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 375 | $37.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 386 | $38.5K | 0.00% | −11,783−96.8% | Reduced |
| Parallel Advisors, LLC | 457 | $45.6K | 0.00% | +6+1.3% | Added |
| Amica Mutual Insurance Co | 670 | $67.0K | 0.01% | +670 | New |
| Advisor Group Holdings, Inc. | 939 | $93.7K | 0.00% | +385+69.5% | Added |
| Royal Bank of Canada | 1,026 | $102.0K | 0.00% | −1,288−55.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,080 | $107.8K | 0.00% | −626−36.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,100 | $109.8K | 0.04% | −2,700−71.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,101 | $109.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,203 | $118.7K | 0.00% | +29+2.5% | Added |
| State of Tennessee, Treasury Department | 1,439 | $143.6K | 0.00% | −527−26.8% | Reduced |
| Great West Life Assurance Co | 1,540 | $154.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,100 | $209.6K | 0.00% | +2,100 | New |
| DRW Securities, LLC | 2,128 | $212.4K | 0.01% | +2,128 | New |
| Mariner, LLC | 2,136 | $213.2K | 0.00% | +2,136 | New |
| Covestor Ltd | 2,143 | $214.0K | 0.13% | +342+19.0% | Added |
| KLP Kapitalforvaltning AS | 2,200 | $219.6K | 0.00% | −300−12.0% | Reduced |
| ProShare Advisors LLC | 2,221 | $221.7K | 0.00% | −57−2.5% | Reduced |
| Prelude Capital Management, LLC | 2,229 | $222.5K | 0.02% | −269−10.8% | Reduced |
| State of Wisconsin Investment Board | 2,297 | $229.2K | 0.00% | −3,273−58.8% | Reduced |
| AXA S.A. | 2,319 | $231.4K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,430 | $242.5K | 0.05% | +2,430 | New |
| Police & Firemen's Retirement System of New Jersey | 2,465 | $246.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,470 | $246.5K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 2,500 | $249.5K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,500 | $249.5K | 0.05% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 2,500 | $249.5K | 0.68% | +2,500 | New |
| Cerity Partners LLC | 2,655 | $265.0K | 0.00% | +242+10.0% | Added |
| Axq Capital, LP | 2,731 | $272.6K | 0.09% | +2,731 | New |
| Quest Partners LLC | 2,740 | $273.5K | 0.03% | −3,515−56.2% | Reduced |
| Sequoia Financial Advisors, LLC | 2,877 | $287.1K | 0.00% | +2+0.1% | Added |
| Handelsbanken Fonder AB | 3,000 | $299.0K | 0.00% | +3,000 | New |
| Voya Investment Management LLC | 3,004 | $299.8K | 0.00% | +139+4.9% | Added |
| Virginia Retirement Systems Et Al | 3,100 | $309.4K | 0.00% | +800+34.8% | Added |
| CWM, LLC | 3,264 | $326.0K | 0.00% | +641+24.4% | Added |
| Arizona State Retirement System | 3,310 | $330.3K | 0.00% | +36+1.1% | Added |
| Capital Analysts, LLC | 3,386 | $338.0K | 0.01% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 3,721 | $371.4K | 0.56% | +3,721 | New |
| Alps Advisors Inc | 3,909 | $390.1K | 0.00% | +47+1.2% | Added |
| Voleon Capital Management LP | 4,020 | $401.2K | 0.02% | +623+18.3% | Added |
| New York State Common Retirement Fund | 4,025 | $401.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,022 | $421.5K | 0.00% | +494+14.0% | Added |
| Sound View Wealth Advisors Group, LLC | 4,450 | $444.1K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 4,553 | $454.4K | 0.00% | −2,138−32.0% | Reduced |
| Navellier & Associates Inc | 4,644 | $463.5K | 0.06% | +67+1.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,757 | $474.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 4,905 | $489.9K | 0.00% | −48,438−90.8% | Reduced |
| Engineers Gate Manager LP | 4,985 | $497.5K | 0.01% | +788+18.8% | Added |
| EntryPoint Capital, LLC | 5,389 | $537.8K | 0.27% | +5,389 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,404 | $539.3K | 0.00% | +2,650+96.2% | Added |
| Raymond James Financial Inc | 5,406 | $539.5K | 0.00% | −341−5.9% | Reduced |
| Price T Rowe Associates Inc | 5,409 | $540.0K | 0.00% | +769+16.6% | Added |
| Creative Planning | 5,422 | $541.1K | 0.00% | −482−8.2% | Reduced |
| Wells Fargo & Company | 5,760 | $574.9K | 0.00% | +508+9.7% | Added |
| Kaizen Financial Strategies | 5,991 | $597.9K | 0.30% | +100+1.7% | Added |
| Centiva Capital, LP | 5,998 | $598.6K | 0.04% | +5,998 | New |
| Brevan Howard Capital Management LP | 6,021 | $600.9K | 0.01% | +6,021 | New |