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 2025
Institutional positions in United States Lime & Minerals Inc as of Dec 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
- 222
- +4 vs. Q3 2025
- Shares held
- 8.68M
- +74.8K (+0.9%) vs. Q3 2025
- Total value
- $1.04B
- −$92.5M (−8.2%) vs. Q3 2025
- New holders
- 28
- 78 more added
- Sold out
- 24
- 71 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $120 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $359 | 0.00% | −3−50.0% | Reduced |
| Trust Co | 3 | $359 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $360 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $479 | 0.00% | +4 | New |
| MidFirst Bank | 4 | $479 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $599 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 5 | $599 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 8 | $958 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 9 | $1.08K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 16 | $1.92K | 0.00% | +6+60.0% | Added |
| Rothschild Investment LLC | 17 | $2.04K | 0.00% | +2+13.3% | Added |
| Rockefeller Capital Management L.P. | 29 | $3.47K | 0.00% | +29 | New |
| SBI Securities Co., Ltd. | 30 | $3.59K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 34 | $4.19K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $4.19K | 0.00% | +12+52.2% | Added |
| Signaturefd, LLC | 37 | $4.43K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 42 | $5.03K | 0.00% | +42 | New |
| Triumph Capital Management | 50 | $5.99K | 0.00% | +50 | New |
| Quarry LP | 55 | $6.59K | 0.00% | −195−78.0% | Reduced |
| Root Financial Partners, LLC | 55 | $6.59K | 0.00% | +9+19.6% | Added |
| Cornerstone Planning Group LLC | 56 | $6.87K | 0.00% | −595−91.4% | Reduced |
| True Wealth Design, LLC | 62 | $7.42K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 68 | $8.14K | 0.00% | +61+871.4% | Added |
| Sterling Capital Management LLC | 72 | $8.62K | 0.00% | +46+176.9% | Added |
| US Bancorp | 74 | $8.86K | 0.00% | −10−11.9% | Reduced |
| Davidson Capital Management Inc. | 99 | $11.9K | 0.00% | +99 | New |
| Spire Wealth Management | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 102 | $12.2K | 0.00% | −162−61.4% | Reduced |
| Essential Partners LLC | 102 | $12.2K | 0.00% | −46−31.1% | Reduced |
| Brown Brothers Harriman & Co | 103 | $12.3K | 0.00% | −12−10.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 111 | $13.0K | 0.00% | +40+56.3% | Added |
| Allworth Financial LP | 112 | $13.4K | 0.00% | +33+41.8% | Added |
| EverSource Wealth Advisors, LLC | 126 | $15.1K | 0.00% | −1−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 128 | $15.3K | 0.00% | −36−22.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 140 | $16.8K | 0.00% | +34+32.1% | Added |
| AdvisorNet Financial, Inc | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 155 | $18.6K | 0.00% | −2,901−94.9% | Reduced |
| SageView Advisory Group, LLC | 156 | $18.6K | 0.00% | +156 | New |
| City State Bank | 160 | $19.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 171 | $20.5K | 0.00% | +103+151.5% | Added |
| Tower Research Capital LLC (TRC) | 184 | $22.0K | 0.00% | −467−71.7% | Reduced |
| McIlrath & Eck, LLC | 192 | $23.0K | 0.00% | +192 | New |
| GAMMA Investing LLC | 197 | $23.6K | 0.00% | +7+3.7% | Added |
| Exchange Traded Concepts, LLC | 203 | $24.3K | 0.00% | +6+3.0% | Added |
| Global Retirement Partners, LLC | 243 | $29.1K | 0.00% | +243 | New |
| TD Waterhouse Canada Inc. | 250 | $29.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $31.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 283 | $33.9K | 0.00% | +2+0.7% | Added |
| Amalgamated Bank | 340 | $41.0K | 0.00% | −21−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 375 | $44.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 453 | $54.2K | 0.00% | −3−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 627 | $75.1K | 0.00% | +77+14.0% | Added |
| Contravisory Investment Management, Inc. | 657 | $78.7K | 0.02% | −883−57.3% | Reduced |
| CIBC Private Wealth Group, LLC | 820 | $98.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 827 | $99.0K | 0.00% | +184+28.6% | Added |
| Jones Financial Companies LLLP | 844 | $101.1K | 0.00% | −170−16.8% | Reduced |
| Ameritas Investment Partners, Inc. | 905 | $108.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,119 | $134.0K | 0.01% | +1,119 | New |
| Kestra Advisory Services, LLC | 1,235 | $147.9K | 0.00% | +1,235 | New |
| Great West Life Assurance Co | 1,540 | $184.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,606 | $192.3K | 0.00% | +329+25.8% | Added |
| Meeder Asset Management Inc | 1,612 | $193.0K | 0.01% | +1,219+310.2% | Added |
| Jefferies Financial Group Inc. | 1,671 | $200.1K | 0.00% | +1,671 | New |
| Prelude Capital Management, LLC | 1,713 | $205.1K | 0.02% | +1,713 | New |
| Green Square Capital Advisors LLC | 1,752 | $209.8K | 0.02% | +1,752 | New |
| Occudo Quantitative Strategies LP | 1,769 | $211.8K | 0.01% | −4,821−73.2% | Reduced |
| Quadrant Capital Group LLC | 1,781 | $213.3K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,800 | $215.5K | 0.01% | +1,800 | New |
| Snowden Capital Advisors LLC | 1,816 | $217.4K | 0.01% | +1,816 | New |
| Fiduciary Alliance LLC | 1,860 | $222.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,959 | $235.0K | 0.00% | +469+31.5% | Added |
| ProShare Advisors LLC | 1,979 | $237.0K | 0.00% | +126+6.8% | Added |
| GWM Advisors LLC | 1,985 | $237.7K | 0.00% | +1,985 | New |
| Covestor Ltd | 1,993 | $239.0K | 0.13% | −271−12.0% | Reduced |
| Voya Investment Management LLC | 2,001 | $239.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,066 | $247.4K | 0.00% | −10−0.5% | Reduced |
| Neuberger Berman Group LLC | 2,189 | $262.1K | 0.00% | +560+34.4% | Added |
| Garrett Wealth Advisory Group, LLC | 2,500 | $299.4K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 2,500 | $299.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,500 | $299.4K | 0.00% | +300+13.6% | Added |
| Sequoia Financial Advisors, LLC | 2,504 | $299.8K | 0.00% | −378−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 2,654 | $317.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,659 | $318.4K | 0.02% | −171−6.0% | Reduced |
| SkyOak Wealth, LLC | 2,681 | $321.0K | 0.06% | −128−4.6% | Reduced |
| Brevan Howard Capital Management LP | 2,766 | $331.2K | 0.01% | −1,886−40.5% | Reduced |
| State of Alaska, Department of Revenue | 2,802 | $334.0K | 0.00% | +1,590+131.2% | Added |
| Virginia Retirement Systems Et Al | 2,800 | $335.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,024 | $362.1K | 0.00% | +28+0.9% | Added |
| Handelsbanken Fonder AB | 3,100 | $371.0K | 0.00% | +100+3.3% | Added |
| Capital Analysts, LLC | 3,106 | $372.0K | 0.01% | −280−8.3% | Reduced |
| Cetera Investment Advisers | 3,108 | $372.2K | 0.00% | +361+13.1% | Added |
| J. Team Financial, Inc. | 3,132 | $375.0K | 0.37% | +10.0% | Added |
| Vestcor Inc | 3,146 | $377.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,191 | $382.1K | 0.00% | −186−5.5% | Reduced |