United States Lime & MineralUSLM

13F holders, Q1 2024 (March 31)
113holders
3famous investors
$297.94avg. 13F price*

At the end of Q1 2024, 113 institutions reported holding United States Lime & Mineral (USLM) in their 13F filings. The largest holders were Thrivent Financial for Lutherans ($68.6M), Dimensional Fund Advisors LP ($67.2M) and BlackRock Inc. ($65.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
United States Lime & Mineral
CUSIP
911922102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 113Q1 2024Q2 2024: 128Q2 2024Q3 2024: 155Q3 2024Q4 2024: 206Q4 2024Q1 2025: 198Q1 2025Q2 2025: 188Q2 2025Q3 2025: 224Q3 2025Q4 2025: 222Q4 2025Q1 2026: 238Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions19$7.2M
Exits10$2.5M

Ownership 113 holders

Thrivent Financial for Lutherans 0.14% Reduce -22.9% 230,046 $68.6M
Dimensional Fund Advisors LP 0.02% Reduce -1.1% 225,320 $67.2M
BlackRock Inc. 0.00% Add +29.4% 218,667 $65.2M
Renaissance Technologies 0.07% Reduce -4.0% 157,010 $46.8M
Royce & Associates LP 0.31% Reduce -18.3% 115,100 $34.3M
Vanguard Group Inc. 0.00% Add +2.3% 114,041 $34.0M
Geode Capital Management, LLC 0.00% Add +2.9% 47,276 $14.1M
State Street Corp. 0.00% Add +2.3% 46,571 $13.9M
Invesco Ltd. 0.00% Reduce -4.2% 40,939 $12.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% Reduce -8.6% 26,783 $8.0M
Northern Trust Corp. 0.00% Reduce -1.2% 21,516 $6.4M
North Star Investment Management Corp. 0.42% Reduce -16.9% 19,625 $5.9M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 16,684 $5.0M
Charles Schwab Investment Management Inc. 0.00% Add +2.3% 16,280 $4.9M
First Trust Advisors LP 0.00% Reduce -21.7% 14,299 $4.3M
Cardinal Capital Management 0.69% Add +8.2% 14,216 $4.2M
American Century Companies Inc. 0.00% Add +6.0% 11,874 $3.5M
Janus Henderson Group PLC 0.00% Add +958.4% 10,489 $3.1M
Linden Thomas Advisory Services, LLC 0.39% Add +1.1% 8,205 $2.4M
Goldman Sachs Group Inc. 0.00% Add +28.1% 8,077 $2.4M
Teacher Retirement System of Texas 0.01% Add +114.2% 6,749 $2.0M
Morgan Stanley 0.00% Reduce -4.8% 6,535 $1.9M
Heritage Investors Management Corp. 0.07% Reduce -20.7% 6,450 $1.9M
Qube Research & Technologies Ltd 0.00% Add +85.5% 5,117 $1.5M
Citadel Advisors 0.00% Reduce -26.1% 4,866 $1.5M
Nuveen Asset Management, LLC 0.00% Reduce -8.5% 4,673 $1.4M
Swiss National Bank 0.00% No change 4,500 $1.3M
HSBC Holdings PLC 0.00% New 4,117 $1.2M
JPMorgan Chase & Co. 0.00% Add +16.0% 4,103 $1.2M
Am Investment Strategies LLC 0.30% No change 4,000 $1.2M
AQR Capital Management 0.00% Add +58.5% 3,944 $1.2M
Cubist Systematic Strategies, LLC 0.01% New 3,508 $1.0M
Rhumbline Advisers 0.00% Add +3.0% 3,121 $930K
Barclays PLC 0.00% Reduce -32.5% 2,917 $870K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,800 $835K
UBS Group AG 0.00% Reduce -21.6% 2,376 $708K
California State Teachers Retirement System 0.00% Reduce -4.6% 2,257 $673K
Alliancebernstein L.P. 0.00% Add +118.8% 2,210 $659K
James Investment Research, Inc. 0.07% No change 2,070 $617K
Legal & General Group Plc 0.00% Reduce -6.8% 1,999 $596K
Ellsworth Advisors, LLC 0.16% New 1,947 $570K
STRS Ohio 0.00% Reduce -24.0% 1,900 $566K
Credit Suisse AG/ 0.00% No change 1,861 $555K
Jane Street Group, LLC 0.00% New 1,785 $532K
BNP Paribas Financial Markets 0.00% Reduce -28.2% 1,762 $525K
Russell Investments Group, Ltd. 0.00% Reduce -47.7% 1,751 $522K
Gsa Capital Partners LLP 0.04% New 1,708 $509K
Nebula Research & Development LLC 0.11% Add +48.5% 1,653 $493K
Navellier & Associates Inc. 0.06% Reduce -3.2% 1,644 $490K
Advisors Asset Management, Inc. 0.01% New 1,586 $473K
Dark Forest Capital Management LP 0.08% Add +23.3% 1,541 $459K
Sound View Wealth Advisors Group, LLC 0.05% No change 1,525 $455K
Janney Montgomery Scott LLC 0.00% Reduce -3.6% 1,323 $394K
Occudo Quantitative Strategies LP 0.07% Reduce -13.7% 1,306 $389K
State of Wisconsin Investment Board 0.00% New 1,292 $385K
Minerva Advisors LLC 0.23% Reduce -72.5% 1,250 $371K
Kestra Private Wealth Services, LLC 0.01% Reduce -15.0% 1,236 $368K
New York Life Investment Management LLC 0.00% New 1,223 $365K
Moran Wealth Management, LLC 0.01% New 1,214 $362K
Alps Advisors Inc. 0.00% Reduce -17.3% 1,204 $359K
Jump Financial, LLC 0.01% Reduce -47.8% 1,200 $358K
Exchange Traded Concepts, LLC 0.01% Reduce -30.2% 1,199 $357K
Manufacturers Life Insurance Company, The 0.00% No change 1,144 $341K
Lazard Asset Management LLC 0.00% Reduce -2.3% 1,126 $335K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 1,122 $335K
Cynosure Group, LLC 0.06% New 1,080 $322K
State Board of Administration of Florida Retirement System 0.00% New 2,037 $311K
Contravisory Investment Management, Inc. 0.07% New 1,042 $311K
MetLife Investment Management, LLC 0.00% Reduce -12.0% 1,027 $306K
American International Group, Inc. 0.00% Reduce -0.9% 1,014 $302K
Kingsview Wealth Management, LLC 0.01% Reduce -15.6% 990 $295K
Franklin Resources Inc. 0.00% No change 979 $292K
Deutsche Bank AG 0.00% No change 976 $291K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 932 $278K
Two Sigma Advisers, LP 0.00% Reduce -64.0% 900 $268K
Boyar Asset Management Inc. 0.17% No change 895 $267K
New York State Common Retirement Fund 0.00% Reduce -0.1% 865 $258K
Principal Financial Group Inc. 0.00% New 834 $249K
Algert Global LLC 0.01% Reduce -20.9% 829 $247K
Seizert Capital Partners, LLC 0.01% New 798 $238K
Two Sigma Investments, LP 0.00% Reduce -78.1% 769 $229K
Citigroup Inc. 0.00% Add +155.8% 765 $228K
Moors & Cabot, Inc. 0.01% Reduce -56.6% 716 $213K
Voya Investment Management LLC 0.00% Reduce -23.6% 689 $205K
Wells Fargo & Company 0.00% Add +15.3% 617 $184K
Bank of America Corp. 0.00% Reduce -75.6% 455 $136K
SG Americas Securities, LLC 0.00% Reduce -35.1% 348 $104K
EntryPoint Capital, LLC 0.09% Reduce -10.6% 339 $101K
CANADA LIFE ASSURANCE Co 0.00% No change 308 $92K
Ameritas Investment Partners, Inc. 0.00% No change 203 $61K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 135 $40K
Royal Bank of Canada 0.00% Reduce -78.1% 128 $39K
Metropolitan Life Insurance Co 0.00% No change 113 $34K
Parallel Advisors, LLC 0.00% No change 100 $30K
FMR LLC 0.00% Add +6.1% 87 $26K
Amalgamated Bank 0.00% Reduce -75.5% 72 $21K
Wetzel Investment Advisors, Inc. 0.01% No change 62 $18K
TD Waterhouse Canada Inc. 0.00% No change 50 $16K
Farther Finance Advisors, LLC 0.00% No change 31 $9K
Credit Agricole S A 0.00% No change 28 $8K
Signaturefd, LLC 0.00% Reduce -50.0% 24 $7K
City State Bank 0.00% No change 25 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.6% 22 $7K
Cwm, LLC 0.00% Add +2000.0% 21 $6K
Clearstead Advisors, LLC 0.00% No change 15 $6K
Allspring Global Investments Holdings, LLC 0.00% Reduce -44.4% 10 $3K
FSA Wealth Management LLC 0.00% Reduce -50.0% 9 $3K
Quadrant Capital Group LLC 0.00% No change 8 $2K
US Bancorp \de 0.00% New 8 $2K
GAMMA Investing LLC 0.00% No change 5 $1K
Covestor Ltd 0.00% Add +50.0% 3 $1K
Nisa Investment Advisors, LLC 0.00% New 3 $894
Moisand Fitzgerald Tamayo, LLC 0.00% New 1 $299

"% of holder's portfolio" is USLM's weight in each manager's 13F, not the share of United States Lime & Mineral the manager owns.