United States Lime & MineralUSLM

13F holders, Q4 2025 (December 31)
222holders −2
25new positions
24sold out
8famous investors
$119.76avg. 13F price*

At the end of Q4 2025, 222 institutions reported holding United States Lime & Mineral (USLM) in their 13F filings, down 2 from Q3 2025. 25 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($121.4M), Vanguard Group Inc. ($111.0M) and Dimensional Fund Advisors LP ($90.2M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions25$14.2M
Exits24$6.3M

All 13F filers, Q3 2025 → Q4 2025: 498,247 shares bought and 479,429 shares sold, net +18,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 222 holders

BlackRock, Inc. 0.00% Add +2.1% 1,014,232 $121.4M
Vanguard Group Inc. 0.00% Add +6.8% 927,176 $111.0M
Dimensional Fund Advisors LP 0.02% Reduce -1.7% 753,290 $90.2M
Renaissance Technologies 0.12% Reduce -6.3% 639,342 $76.6M
Select Equity Group, L.P. 0.20% Reduce -12.3% 367,305 $44.0M
Geode Capital Management, LLC 0.00% Reduce -0.2% 341,752 $40.9M
T. Rowe Price Investment Management, Inc. 0.02% Add +3.4% 326,142 $39.1M
Goldman Sachs Group Inc. 0.01% Add +10.3% 325,922 $39.0M
William Blair Investment Management, LLC 0.09% Reduce -18.1% 272,857 $32.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +2.5% 250,062 $29.9M
First Trust Advisors LP 0.02% Add +14.4% 238,921 $28.6M
State Street Corp. 0.00% Reduce -1.6% 237,405 $28.4M
ArrowMark Colorado Holdings LLC 0.51% Reduce -5.1% 192,636 $23.1M
Copeland Capital Management, LLC 0.50% Add +22.8% 185,956 $22.3M
Northern Trust Corp. 0.00% Add +0.1% 123,791 $14.8M
Invesco Ltd. 0.00% Reduce -24.8% 116,762 $14.0M
Qube Research & Technologies Ltd 0.02% Add +0.8% 97,895 $11.7M
Algert Global LLC 0.17% Reduce -22.1% 92,087 $11.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.0% 88,364 $10.6M
Bank of America Corp. 0.00% Add +15.3% 79,133 $9.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Add +7.7% 70,935 $8.5M
Morgan Stanley 0.00% Add +12.0% 70,922 $8.5M
Advisors Asset Management, Inc. 0.14% Reduce -0.7% 68,281 $8.2M
FMR LLC 0.00% Add +26.0% 64,083 $7.7M
Bank of New York Mellon Corp 0.00% Add +11.6% 63,874 $7.6M
Segall Bryant & Hamill, LLC 0.10% Add +4.7% 63,137 $7.6M
AQR Capital Management 0.00% Reduce -12.0% 62,420 $7.5M
Royce & Associates LP 0.07% Add +4.1% 57,620 $6.9M
Congruence Capital, LLC 2.46% — 55,931 $6.7M
Aptus Capital Advisors, LLC 0.05% Add +0.4% 47,381 $5.7M
Franklin Resources Inc. 0.00% Reduce -1.5% 46,508 $5.6M
Cardinal Capital Management 0.71% Reduce -0.0% 44,513 $5.3M
Estuary Capital Management LP 0.91% New 42,691 $5.1M
Millennium Management 0.00% Reduce -20.4% 41,223 $4.9M
Linden Thomas Advisory Services, LLC 0.49% Reduce -1.4% 40,081 $4.8M
Citadel Advisors 0.00% Add +124.0% 39,426 $4.7M
Lazard Asset Management LLC 0.01% Add +4.3% 39,119 $4.7M
North Star Investment Management Corp. 0.29% Reduce -18.1% 38,550 $4.6M
Tudor Investment Corporation 0.02% Add +40.1% 34,971 $4.2M
Heritage Investors Management Corp. 0.11% No change 31,242 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +96.8% 30,908 $3.7M
Alliancebernstein L.P. 0.00% No change 29,560 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -35.6% 29,122 $3.5M
Envestnet Asset Management Inc. 0.00% Add +27.9% 27,066 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -44.2% 24,517 $2.9M
Barclays PLC 0.00% Add +6.5% 24,497 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -19.8% 23,671 $2.8M
Vident Advisory, LLC 0.03% Add +7.8% 22,992 $2.8M
Swiss National Bank 0.00% Add +1.8% 22,600 $2.7M
UBS Group AG 0.00% Reduce -18.4% 22,330 $2.7M
Rhumbline Advisers 0.00% Reduce -12.5% 19,267 $2.3M
Principal Financial Group Inc. 0.00% Add +54.0% 19,154 $2.3M
Nuveen, LLC 0.00% No change 18,898 $2.3M
Dark Forest Capital Management LP 0.10% Add +312.0% 18,452 $2.2M
Canada Pension Plan Investment Board 0.00% Add +38.6% 18,300 $2.2M
D. E. Shaw & Co. 0.00% Add +0.6% 18,027 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -7.8% 17,178 $2.1M
Verition Fund Management LLC 0.01% Reduce -37.4% 15,631 $1.9M
HRT Financial LP 0.01% New 15,613 $1.9M
Am Investment Strategies LLC 0.37% No change 15,000 $1.8M
Balyasny Asset Management L.P. 0.00% New 14,595 $1.7M
Wells Fargo & Company 0.00% Add +111.2% 14,391 $1.7M
Stifel Financial Corp. 0.00% Add +26.7% 13,975 $1.7M
Vest Financial, LLC 0.02% Add +11.4% 13,901 $1.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +12.8% 13,356 $1.6M
Russell Investments Group, Ltd. 0.00% Add +7.7% 13,179 $1.6M
Raymond James Financial Inc. 0.00% Add +3.3% 12,321 $1.5M
Royal Bank of Canada 0.00% Add +30.8% 11,634 $1.4M
Ameriprise Financial Inc. 0.00% Reduce -8.9% 11,331 $1.4M
Jump Financial, LLC 0.02% Reduce -52.9% 11,080 $1.3M
TD Asset Management Inc 0.00% No change 10,946 $1.3M
Round Rock Advisors LLC 0.20% Add +69.6% 10,887 $1.3M
Legal & General Group Plc 0.00% Reduce -0.7% 10,620 $1.3M
California State Teachers Retirement System 0.00% Reduce -0.1% 10,522 $1.3M
Man Group plc 0.00% Add +419.2% 10,508 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% New 10,389 $1.2M
Deutsche Bank AG 0.00% Reduce -63.0% 10,166 $1.2M
Sei Investments Co. 0.00% Add +125.8% 9,949 $1.2M
ExodusPoint Capital Management, LP 0.01% Reduce -20.3% 9,164 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 9,112 $1.1M
Moran Wealth Management, LLC 0.03% Add +9.1% 8,742 $1.0M
American Century Companies Inc. 0.00% Add +53.4% 8,543 $1.0M
HSBC Holdings PLC 0.00% Add +17.3% 8,472 $1.0M
James Investment Research, Inc. 0.10% No change 7,966 $954K
SG Americas Securities, LLC 0.00% Reduce -12.6% 7,262 $870K
Victory Capital Management Inc. 0.00% Reduce -58.8% 7,134 $854K
Ellsworth Advisors, LLC 0.17% New 6,459 $848K
Creative Planning 0.00% Add +3.5% 6,935 $830K
T. Rowe Price Associates Inc. 0.00% Add +9.7% 6,482 $777K
Commonwealth Equity Services, LLC 0.00% Reduce -8.5% 6,441 $771K
Susquehanna Fundamental Investments, LLC 0.03% Reduce -7.3% 6,335 $759K
Janney Montgomery Scott LLC 0.00% No change 6,306 $755K
Minerva Advisors LLC 0.50% No change 6,250 $748K
Yorktown Management & Research Co Inc 0.60% No change 6,225 $745K
Gotham Asset Management 0.00% Reduce -1.4% 6,065 $726K
MetLife Investment Management, LLC 0.00% Reduce -5.9% 6,018 $721K
Citigroup Inc. 0.00% Add +17.6% 6,014 $720K
STRS Ohio 0.00% No change 6,000 $718K
BNP Paribas Financial Markets 0.00% Add +11.7% 5,806 $695K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.2% 5,590 $669K
Point72 Asset Management 0.00% New 5,369 $643K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.5% 4,995 $636K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -17.1% 5,114 $612K
Kaizen Financial Strategies 0.26% Reduce -7.9% 4,978 $596K
Janus Henderson Group PLC 0.00% No change 4,905 $587K
LPL Financial LLC 0.00% Reduce -19.7% 4,838 $579K
Quantinno Capital Management LP 0.00% Add +81.3% 4,721 $565K
Intech Investment Management LLC 0.01% No change 4,713 $564K
Sound View Wealth Advisors Group, LLC 0.04% No change 4,500 $539K
Cerity Partners LLC 0.00% Reduce -19.0% 4,284 $513K
Cwm, LLC 0.00% Reduce -14.4% 4,133 $495K
Aviva PLC 0.00% Add +4.9% 4,025 $482K
New York State Common Retirement Fund 0.00% No change 4,025 $482K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Add +179.3% 3,891 $466K
Teacher Retirement System of Texas 0.00% Reduce -30.3% 3,684 $441K
Pathstone Holdings, LLC 0.00% Reduce -3.1% 3,632 $435K
Alps Advisors Inc. 0.00% Add +0.8% 3,628 $434K
Mariner, LLC 0.00% Add +30.6% 3,571 $431K
Cynosure Group, LLC 0.04% Reduce -58.0% 3,550 $425K
Amica Mutual Insurance Co. 0.04% No change 3,427 $410K
Los Angeles Capital Management LLC 0.00% Reduce -1.8% 3,220 $395K
Jane Street Group, LLC 0.00% Reduce -86.6% 3,279 $393K
Arizona State Retirement System 0.00% Reduce -5.5% 3,191 $382K
Vestcor Inc 0.01% No change 3,146 $377K
J. Team Financial, Inc. 0.37% Add +0.0% 3,132 $375K
Cetera Investment Advisers 0.00% Add +13.1% 3,108 $372K
Capital Analysts, LLC 0.01% Reduce -8.3% 3,106 $372K
Handelsbanken Fonder AB 0.00% Add +3.3% 3,100 $371K
Police & Firemen's Retirement System of New Jersey 0.00% Add +0.9% 3,024 $362K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 2,800 $335K
State of Alaska, Department of Revenue 0.00% Add +131.2% 2,802 $334K
Brevan Howard Capital Management LP 0.01% Reduce -40.5% 2,766 $331K
SkyOak Wealth, LLC 0.06% Reduce -4.6% 2,681 $321K
AlphaQuest LLC 0.02% Reduce -6.0% 2,659 $318K
State Board of Administration of Florida Retirement System 0.00% No change 2,654 $318K
Sequoia Financial Advisors, LLC 0.00% Reduce -13.1% 2,504 $300K
Garrett Wealth Advisory Group, LLC 0.06% No change 2,500 $299K
Old National Bancorp 0.01% No change 2,500 $299K
KLP Kapitalforvaltning As 0.00% Add +13.6% 2,500 $299K
Neuberger Berman Group LLC 0.00% Add +34.4% 2,189 $262K
Two Sigma Investments, LP 0.00% Reduce -0.5% 2,066 $247K
Voya Investment Management LLC 0.00% No change 2,001 $240K
Covestor Ltd 0.13% Reduce -12.0% 1,993 $239K
NewEdge Advisors, LLC 0.00% New 1,985 $238K
ProShare Advisors LLC 0.00% Add +6.8% 1,979 $237K
Bessemer Group Inc. 0.00% Add +31.5% 1,959 $235K
Fiduciary Alliance LLC 0.01% No change 1,860 $223K
Snowden Capital Advisors LLC 0.01% New 1,816 $217K
Entropy Technologies, LP 0.01% New 1,800 $216K
Quadrant Capital Group LLC 0.01% No change 1,781 $213K
Occudo Quantitative Strategies LP 0.01% Reduce -73.2% 1,769 $212K
Steel Grove Capital Advisors, LLC 0.02% New 1,752 $210K
Prelude Capital Management, LLC 0.02% New 1,713 $205K
Jefferies Financial Group Inc. 0.00% New 1,671 $200K
Meeder Asset Management Inc. 0.01% Add +310.2% 1,612 $193K
Osaic Holdings, Inc. 0.00% Add +25.8% 1,606 $192K
CANADA LIFE ASSURANCE Co 0.00% No change 1,540 $184K
Kestra Advisory Services, LLC 0.00% New 1,235 $148K
State of Wyoming 0.01% New 1,119 $134K
Ameritas Investment Partners, Inc. 0.00% No change 905 $108K
Jones Financial Companies LLLP 0.00% Reduce -16.8% 844 $101K
Comerica Bank 0.00% Add +28.6% 827 $99K
CIBC Private Wealth Group LLC 0.00% No change 820 $98K
Contravisory Investment Management, Inc. 0.02% Reduce -57.3% 657 $79K
PNC Financial Services Group, Inc. 0.00% Add +14.0% 627 $75K
Parallel Advisors, LLC 0.00% Reduce -0.7% 453 $54K
Steward Partners Investment Advisory, LLC 0.00% No change 375 $45K
Amalgamated Bank 0.00% Reduce -5.8% 340 $41K
Farther Finance Advisors, LLC 0.00% Add +0.7% 283 $34K
Versant Capital Management, Inc 0.00% No change 262 $31K
TD Waterhouse Canada Inc. 0.00% No change 250 $30K
Global Retirement Partners, LLC 0.00% New 243 $29K
Exchange Traded Concepts, LLC 0.00% Add +3.0% 203 $24K
GAMMA Investing LLC 0.00% Add +3.7% 197 $24K
McIlrath & Eck, LLC 0.00% New 192 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.7% 184 $22K
First Horizon Corp. 0.00% Add +151.5% 171 $20K
City State Bank 0.01% No change 160 $19K
SageView Advisory Group, LLC 0.00% New 156 $19K
Arax Advisory Partners 0.00% Reduce -94.9% 155 $19K
AdvisorNet Financial, Inc 0.00% No change 150 $18K
CBIZ Investment Advisory Services, LLC 0.00% Add +32.1% 140 $17K
Nisa Investment Advisors, LLC 0.00% Reduce -21.9% 128 $15K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.8% 126 $15K
Allworth Financial LP 0.00% Add +41.8% 112 $13K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +56.3% 111 $13K
Brown Brothers Harriman & Co. 0.00% Reduce -10.4% 103 $12K
Essential Partners LLC 0.00% Reduce -31.1% 102 $12K
Blue Trust, Inc. 0.00% Reduce -61.4% 102 $12K
Spire Wealth Management 0.00% No change 100 $12K
Davidson Capital Management Inc. 0.00% New 99 $12K
US Bancorp \de 0.00% Reduce -11.9% 74 $9K
Sterling Capital Management LLC 0.00% Add +176.9% 72 $9K
Caitong International Asset Management Co., Ltd 0.00% Add +871.4% 68 $8K
True Wealth Design, LLC 0.00% No change 62 $7K
Cornerstone Planning Group LLC 0.00% Reduce -91.4% 56 $7K
Quarry LP 0.00% Reduce -78.0% 55 $7K
Root Financial Partners, LLC 0.00% Add +19.6% 55 $7K
Triumph Capital Management 0.00% New 50 $6K
Kemnay Advisory Services Inc. 0.00% New 42 $5K
Signaturefd, LLC 0.00% No change 37 $4K
IFP Advisors, Inc 0.00% Add +52.2% 35 $4K
Smartleaf Asset Management LLC 0.00% No change 34 $4K
SBI Securities Co., Ltd. 0.00% No change 30 $4K
Rockefeller Capital Management L.P. 0.00% New 29 $3K
Rothschild Investment LLC 0.00% Add +13.3% 17 $2K
JFS Wealth Advisors, LLC 0.00% Add +60.0% 16 $2K
Keating Financial Advisory Services, Inc. 0.00% — 9 $1K
Sunbelt Securities, Inc. 0.00% No change 8 $958
Optima Capital LLC 0.00% New 5 $599
Parkside Financial Bank & Trust 0.00% No change 5 $599
MAI Capital Management 0.00% New 4 $479
MidFirst Bank 0.00% — 4 $479
DiNuzzo Private Wealth, Inc. 0.00% No change 3 $360
Fortitude Family Office, LLC 0.00% Reduce -50.0% 3 $359
Trust Co 0.00% New 3 $359
Rialto Wealth Management, LLC 0.00% No change 2 $240
HFM Investment Advisors, LLC 0.00% No change 2 $240
SJS Investment Consulting Inc. 0.00% No change 2 $240
TFC Financial Management, Inc. 0.00% No change 1 $120
Bay Harbor Wealth Management, LLC 0.00% No change 1 $119
Avion Wealth 0.00% No change 5 $0

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