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 2026
Institutional positions in United States Lime & Minerals Inc as of Mar 31, 2026. 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
- 238
- +20 vs. Q4 2025
- Shares held
- 8.74M
- +986.9K (+12.7%) vs. Q4 2025
- Total value
- $1.14B
- +$212.2M (+22.9%) vs. Q4 2025
- New holders
- 44
- 70 more added
- Sold out
- 24
- 85 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding United States Lime & Minerals Inc; share changes are against Q4 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 | $130 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1 | $131 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $131 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $131 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $261 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $261 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $261 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $262 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $392 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $392 | 0.00% | +3 | New |
| WPG Advisers, LLC | 3 | $392 | 0.00% | +3 | New |
| MidFirst Bank | 4 | $522 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $523 | 0.00% | +1+33.3% | Added |
| Aster Capital Management (DIFC) Ltd | 7 | $619 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 5 | $654 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $654 | 0.00% | +3+150.0% | Added |
| Marquette Asset Management, LLC | 5 | $654 | 0.00% | +5 | New |
| Quarry LP | 8 | $1.04K | 0.00% | −47−85.5% | Reduced |
| Sunbelt Securities, Inc. | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 9 | $1.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $1.57K | 0.00% | +9+300.0% | Added |
| Rockefeller Capital Management L.P. | 13 | $1.70K | 0.00% | −16−55.2% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $1.70K | 0.00% | −3−18.8% | Reduced |
| Optiver Holding B.V. | 16 | $2.09K | 0.00% | +16 | New |
| Strategic Wealth Partners, Ltd. | 20 | $2.61K | 0.00% | +20 | New |
| CVA Family Office, LLC | 24 | $3.13K | 0.00% | +24 | New |
| SBI Securities Co., Ltd. | 25 | $3.27K | 0.00% | −5−16.7% | Reduced |
| IFP Advisors, Inc | 30 | $3.92K | 0.00% | −5−14.3% | Reduced |
| MAI Capital Management | 32 | $4.18K | 0.00% | +28+700.0% | Added |
| Smartleaf Asset Management LLC | 34 | $4.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $5.86K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 46 | $6.01K | 0.00% | +29+170.6% | Added |
| True Wealth Design, LLC | 62 | $8.10K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $8.23K | 0.00% | +26+70.3% | Added |
| Sterling Capital Management LLC | 70 | $9.14K | 0.00% | −2−2.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 71 | $9.36K | 0.00% | +71 | New |
| Ronald Blue Trust, Inc. | 72 | $9.40K | 0.00% | −30−29.4% | Reduced |
| Root Financial Partners, LLC | 75 | $9.80K | 0.00% | +20+36.4% | Added |
| Northwestern Mutual Wealth Management Co | 79 | $10.3K | 0.00% | +79 | New |
| US Bancorp | 83 | $10.8K | 0.00% | +9+12.2% | Added |
| Essential Partners LLC | 96 | $12.5K | 0.00% | −6−5.9% | Reduced |
| EverSource Wealth Advisors, LLC | 101 | $13.2K | 0.00% | −25−19.8% | Reduced |
| Harbour Investments, Inc. | 105 | $13.7K | 0.00% | +105 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 107 | $14.0K | 0.00% | −4−3.6% | Reduced |
| Brown Brothers Harriman & Co | 110 | $14.4K | 0.00% | +7+6.8% | Added |
| SRS Capital Advisors, Inc. | 127 | $16.6K | 0.00% | −28−18.1% | Reduced |
| Nisa Investment Advisors, LLC | 129 | $16.8K | 0.00% | +1+0.8% | Added |
| McIlrath & Eck, LLC | 138 | $18.0K | 0.00% | −54−28.1% | Reduced |
| First Horizon Corp | 138 | $18.0K | 0.00% | −33−19.3% | Reduced |
| AdvisorNet Financial, Inc | 150 | $19.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 152 | $20.0K | 0.00% | +152 | New |
| Allworth Financial LP | 159 | $20.8K | 0.00% | +47+42.0% | Added |
| GAMMA Investing LLC | 205 | $26.8K | 0.00% | +8+4.1% | Added |
| TD Waterhouse Canada Inc. | 250 | $33.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 285 | $37.2K | 0.00% | +285 | New |
| Farther Finance Advisors, LLC | 288 | $39.1K | 0.00% | +5+1.8% | Added |
| Versant Capital Management, Inc | 303 | $39.6K | 0.00% | +41+15.6% | Added |
| State of Wyoming | 307 | $40.1K | 0.00% | −812−72.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 375 | $49.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 471 | $61.5K | 0.00% | +18+4.0% | Added |
| Contravisory Investment Management, Inc. | 538 | $70.3K | 0.01% | −119−18.1% | Reduced |
| Fifth Third Bancorp | 691 | $90.3K | 0.00% | +691 | New |
| The PNC Financial Services Group, Inc. | 743 | $97.1K | 0.00% | +116+18.5% | Added |
| Jones Financial Companies LLLP | 852 | $105.6K | 0.00% | +8+0.9% | Added |
| Meeder Asset Management Inc | 821 | $107.2K | 0.01% | −791−49.1% | Reduced |
| Advisor Group Holdings, Inc. | 899 | $117.4K | 0.00% | −707−44.0% | Reduced |
| Ameritas Investment Partners, Inc. | 905 | $118.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,009 | $132.0K | 0.09% | −984−49.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,249 | $163.1K | 0.00% | +1,065+578.8% | Added |
| Bessemer Group Inc | 1,503 | $196.0K | 0.00% | −456−23.3% | Reduced |
| Great West Life Assurance Co | 1,540 | $202.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,570 | $205.1K | 0.00% | −409−20.7% | Reduced |
| Thompson Davis & Co., Inc. | 1,575 | $205.7K | 0.14% | +1,575 | New |
| J. Team Financial, Inc. | 1,635 | $213.5K | 0.24% | −1,497−47.8% | Reduced |
| Buckingham Strategic Partners | 1,642 | $214.4K | 0.00% | +1,642 | New |
| Prudential Financial Inc | 1,680 | $219.4K | 0.00% | +1,680 | New |
| Ieq Capital, LLC | 1,687 | $220.3K | 0.00% | +1,687 | New |
| Roberts Glore & Co Inc | 1,739 | $227.1K | 0.06% | +1,739 | New |
| Fieldview Capital Management, LLC | 1,742 | $227.5K | 0.07% | +1,742 | New |
| Quadrant Capital Group LLC | 1,781 | $232.6K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,789 | $233.7K | 0.00% | −7,375−80.5% | Reduced |
| Jefferies Financial Group Inc. | 1,801 | $235.2K | 0.00% | +130+7.8% | Added |
| Fiduciary Alliance LLC | 1,860 | $248.9K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,936 | $252.9K | 0.00% | −13,695−87.6% | Reduced |
| Voya Investment Management LLC | 1,944 | $253.9K | 0.00% | −57−2.8% | Reduced |
| Neuberger Berman Group LLC | 2,104 | $274.8K | 0.00% | −85−3.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,200 | $287.3K | 0.05% | +2,200 | New |
| Kestra Advisory Services, LLC | 2,234 | $291.8K | 0.00% | +999+80.9% | Added |
| Cornerstone Investment Partners, LLC | 2,256 | $294.7K | 0.01% | +2,256 | New |
| SkyOak Wealth, LLC | 2,456 | $320.8K | 0.06% | −225−8.4% | Reduced |
| Old National Bancorp | 2,500 | $326.5K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,500 | $326.5K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,500 | $326.5K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,516 | $328.6K | 0.00% | +12+0.5% | Added |
| Brevan Howard Capital Management LP | 2,536 | $331.2K | 0.00% | −230−8.3% | Reduced |
| Cetera Investment Advisers | 2,634 | $344.1K | 0.00% | −474−15.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,654 | $346.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,802 | $365.0K | 0.00% | 00.0% | Unchanged |