UNITED STS LIME & MINERALS I (USLM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
216
Reporting holders
$981.3M
Reported value
32.6%
Of shares outstanding
0.2%
Held as options
-6
Holder change
Institutions report 9,354,688 shares against 28,688,363 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $174.4M | 1,666,090 | 0.00% | 8q | +93.0%+$84.0M |
| DIMENSIONAL FUND ADVISORS LP | $79.5M | 759,849 | 0.01% | 31q | +1.6%+$1.3M |
| RENAISSANCE TECHNOLOGIES LLC | $63.7M | 609,011 | 0.09% | 31q | -0.9%-$570.7K |
| FIRST TRUST ADVISORS LP | $51.1M | 488,301 | 0.03% | 11q | +10.5%+$4.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $47.9M | 457,733 | 0.00% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $44.4M | 424,477 | 0.00% | 2q | +28.4%+$9.8M |
| STATE STREET CORP | $43.9M | 419,491 | 0.00% | 31q | +78.1%+$19.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $40.1M | 382,636 | 0.00% | 31q | +8.1%+$3.0M |
| Select Equity Group, L.P. | $39.8M | 380,570 | 0.20% | 8q | -6.2%-$2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $32.9M | 314,326 | 0.04% | 9q | +8.4%+$2.6M |
| ROYCE & ASSOCIATES LP | $23.1M | 220,563 | 0.19% | 25q | +142.5%+$13.6M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $17.8M | 169,885 | 0.05% | 9q | -40.7%-$12.2M |
| Invesco Ltd. | $13.6M | 130,319 | 0.00% | 15q | +5.4%+$704.4K |
| MILLENNIUM MANAGEMENT LLC | $12.9M | 123,215 | 0.00% | 8q | +307.4%+$9.7M |
| NORTHERN TRUST CORP | $12.3M | 117,471 | 0.00% | 31q | +0.9%+$113.7K |
| CITADEL ADVISORS LLC | $11.0M | 97,562 | 0.00% | 14q | +1013.6%+$10.0M |
| MORGAN STANLEY | $10.4M | 99,660 | 0.00% | 35q | +63.8%+$4.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.6M | 91,831 | 0.00% | 31q | +4.3%+$397.5K |
| Sixth Street Partners Management Company, L.P. | $9.6M | 91,831 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $9.6M | 91,653 | 0.00% | 31q | +43.5%+$2.9M |
| ALGERT GLOBAL LLC | $8.6M | 81,920 | 0.10% | 11q | -52.6%-$9.5M |
| FMR LLC | $8.5M | 81,685 | 0.00% | 18q | +10.2%+$791.7K |
| ArrowMark Colorado Holdings LLC | $8.4M | 79,832 | 0.35% | 4q | -60.1%-$12.6M |
| VANGUARD FIDUCIARY TRUST CO | $7.9M | 75,482 | 0.00% | 2q | +3.4%+$262.6K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $7.9M | 75,095 | 0.06% | 21q | +16.0%+$1.1M |
| Public Sector Pension Investment Board | $7.6M | 72,700 | 0.01% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $7.6M | 72,378 | 0.00% | 10q | +266.7%+$5.5M |
| GOLDMAN SACHS GROUP INC | $7.2M | 68,471 | 0.00% | 13q | -77.3%-$24.4M |
| SEGALL BRYANT & HAMILL, LLC | $6.4M | 61,103 | 0.08% | 4q | +1.8%+$111.9K |
| Grantham, Mayo, Van Otterloo & Co. LLC | $5.9M | 56,768 | 0.01% | 2q | +1.3%+$78.6K |
| JPMORGAN CHASE & CO | $5.7M | 55,428 | 0.00% | 31q | -2.4%-$140.0K |
| Advisors Asset Management, Inc. | $5.4M | 51,305 | 0.08% | 10q | -26.7%-$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $5.1M | 49,075 | 0.00% | 11q | -11.8%-$688.8K |
| Aptus Capital Advisors, LLC | $5.0M | 48,148 | 0.03% | 9q | +0.6%+$30.1K |
| Cardinal Capital Management | $4.7M | 44,576 | 0.56% | 31q | HELD |
| Davidson Capital Management Inc. | $4.6M | 43,572 | 0.73% | 3q | +2.9%+$129.6K |
| BANK OF AMERICA CORP /DE/ | $4.4M | 42,503 | 0.00% | 31q | -44.8%-$3.6M |
| FRANKLIN RESOURCES INC | $4.4M | 42,414 | 0.00% | 11q | -6.4%-$302.7K |
| Corient Private Wealth LP | $4.1M | 39,166 | 0.00% | 2q | +678.2%+$3.6M |
| ExodusPoint Capital Management, LP | $4.1M | 39,033 | 0.03% | 7q | +2081.8%+$3.9M |
| Moran Wealth Management, LLC | $3.9M | 36,970 | 0.11% | 10q | +2.4%+$92.5K |
| ALLIANCEBERNSTEIN L.P. | $3.8M | 28,980 | 0.00% | 11q | +2.5%+$91.4K |
| Vest Financial, LLC | $3.5M | 33,307 | 0.04% | 5q | +4.1%+$138.1K |
| North Star Investment Management Corp. | $3.4M | 32,550 | 0.19% | 31q | HELD |
| CITIGROUP INC | $3.3M | 31,574 | 0.00% | 31q | +67.6%+$1.3M |
| Quantinno Capital Management LP | $3.1M | 29,998 | 0.00% | 4q | +239.1%+$2.2M |
| RHUMBLINE ADVISERS | $3.1M | 29,353 | 0.00% | 31q | +71.4%+$1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.7M | 25,608 | 0.00% | 12q | +116.1%+$1.4M |
| AMERIPRISE FINANCIAL INC | $2.7M | 25,324 | 0.00% | 5q | +16.8%+$382.0K |
| Legal & General Group Plc | $2.6M | 24,639 | 0.00% | 31q | +262.4%+$1.9M |
| UBS Group AG | $2.5M | 23,976 | 0.00% | 15q | -5.2%-$136.7K |
| Linden Thomas Advisory Services, LLC | $2.4M | 22,505 | 0.19% | 13q | -44.2%-$1.9M |
| BNP PARIBAS FINANCIAL MARKETS | $2.3M | 22,350 | 0.00% | 31q | +256.1%+$1.7M |
| Swiss National Bank | $2.3M | 21,600 | 0.00% | 31q | -4.4%-$104.7K |
| Nuveen, LLC | $2.2M | 21,019 | 0.00% | 6q | +7.1%+$145.9K |
| SCHWARTZ INVESTMENT COUNSEL INC | $2.1M | 20,123 | 0.07% | 2q | +259.8%+$1.5M |
| AMERICAN CENTURY COMPANIES INC | $2.1M | 20,081 | 0.00% | 15q | +44.6%+$648.1K |
| Point72 Asset Management, L.P. | $2.0M | 19,236 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $1.9M | 18,344 | 0.00% | 9q | -12.6%-$276.5K |
| Susquehanna Portfolio Strategies, LLC | $1.8M | 17,544 | 0.03% | 4q | +167.3%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 9,474 | 0.00% | 8q | -78.0%-$6.1M |
| Vident Advisory, LLC | $1.7M | 16,236 | 0.01% | 4q | -2.2%-$38.8K |
| D. E. Shaw & Co., Inc. | $1.7M | 16,027 | 0.00% | 6q | -11.1%-$209.3K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 15,488 | 0.00% | 7q | +213.6%+$1.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.6M | 14,900 | 0.00% | 6q | -13.9%-$251.2K |
| NORGES BANK | $1.6M | 14,900 | 0.00% | new | NEW |
| Seneca House Advisors | $1.5M | 14,614 | 0.54% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $1.4M | 13,815 | 0.00% | 4q | +556.6%+$1.2M |
| DEUTSCHE BANK AG\ | $1.4M | 13,488 | 0.00% | 34q | -53.8%-$1.6M |
| Quadrature Capital Ltd | $1.4M | 13,126 | 0.01% | 2q | +203.7%+$921.5K |
| Russell Investments Group, Ltd. | $1.4M | 13,030 | 0.00% | 14q | +1.4%+$18.9K |
| XTX Topco Ltd | $1.3M | 12,787 | 0.02% | 2q | +306.7%+$1.0M |
| CONGRUENCE CAPITAL, LLC | $1.3M | 12,497 | 0.34% | 3q | -68.0%-$2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.3M | 12,144 | 0.00% | 2q | +14.9%+$165.3K |
| Quantbot Technologies LP | $1.2M | 11,851 | 0.05% | 2q | +302.8%+$932.5K |
| Squarepoint Ops LLC | $1.2M | 11,038 | 0.00% | 2q | +186.9%+$752.6K |
| PRUDENTIAL FINANCIAL INC | $1.2M | 11,005 | 0.00% | 2q | +555.1%+$976.0K |
| WELLS FARGO & COMPANY/MN | $1.1M | 10,225 | 0.00% | 31q | +24.8%+$213.0K |
| Jump Financial, LLC | $1.1M | 10,207 | 0.01% | 13q | +59.9%+$400.3K |
| Sigma Planning Corp | $1.0M | 10,000 | 0.03% | new | NEW |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $953.8K | 9,112 | 0.00% | 3q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $953.4K | 9,109 | 0.00% | 8q | -20.9%-$251.4K |
| Voleon Capital Management LP | $940.9K | 8,989 | 0.02% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $917.3K | 8,764 | 0.05% | 12q | HELD |
| DARK FOREST CAPITAL MANAGEMENT LP | $845.1K | 8,074 | 0.05% | 7q | -25.1%-$282.5K |
| JAMES INVESTMENT RESEARCH, INC. | $833.8K | 7,966 | 0.08% | 23q | HELD |
| TWO SIGMA INVESTMENTS, LP | $822.7K | 7,860 | 0.00% | 6q | +76.0%+$355.2K |
| Creative Planning | $786.1K | 7,510 | 0.00% | 8q | -21.8%-$219.0K |
| Round Rock Advisors LLC | $767.8K | 7,335 | 0.10% | 4q | HELD |
| STRS OHIO | $764.1K | 7,300 | 0.00% | 31q | +21.7%+$136.1K |
| MetLife Investment Management, LLC | $676.0K | 6,458 | 0.00% | 20q | +8.3%+$51.8K |
| Yorktown Management & Research Co Inc | $651.6K | 6,225 | 0.40% | 9q | HELD |
| BARCLAYS PLC | $611.6K | 5,843 | 0.00% | 31q | -39.5%-$399.6K |
| Pathstone Holdings, LLC | $604.5K | 5,776 | 0.00% | 4q | -15.8%-$113.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $564.6K | 5,394 | 0.00% | 12q | -1.9%-$10.7K |
| Freestone Grove Partners LP | $561.5K | 5,364 | 0.00% | 2q | +536300.0%+$561.3K |
| Vanguard Global Advisers, LLC | $544.9K | 5,206 | 0.00% | 2q | -2.7%-$15.0K |
| Kaizen Financial Strategies | $525.2K | 4,953 | 0.17% | 9q | HELD |
| Aquatic Capital Management LLC | $516.9K | 4,938 | 0.02% | new | NEW |
| Jupiter Topco LLC | $515.3K | 4,922 | 0.00% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G | BlackRock, Inc. | 5.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 216 | $981.3M | 9,354,688 | 40 | 87 | 61 | 0.2% |
| Q1 2026 | 222 | $1.1B | 8,415,079 | 37 | 60 | 80 | 0.1% |
| Q4 2025 | 204 | $998.2M | 8,415,390 | 25 | 70 | 61 | 0.1% |
| Q3 2025 | 202 | $1.1B | 8,388,549 | 50 | 58 | 61 | 0.1% |
| Q2 2025 | 170 | $809.8M | 8,188,292 | 25 | 65 | 54 | 0.1% |
| Q1 2025 | 180 | $713.8M | 8,127,770 | 32 | 68 | 55 | 0.1% |
| Q4 2024 | 186 | $1.0B | 7,744,236 | 50 | 57 | 55 | 0.2% |
| Q3 2024 | 140 | $705.7M | 7,232,993 | 36 | 101 | 2 | 0.0% |
| Q2 2024 | 115 | $513.0M | 1,414,100 | 25 | 37 | 32 | 0.0% |
| Q1 2024 | 98 | $329.2M | 1,106,112 | 18 | 21 | 38 | 0.0% |
| Q4 2023 | 88 | $247.1M | 1,073,877 | 16 | 28 | 24 | 0.0% |
| Q3 2023 | 73 | $202.6M | 1,008,038 | 12 | 30 | 15 | 0.0% |
| Q2 2023 | 68 | $198.7M | 951,386 | 15 | 20 | 17 | 0.0% |
| Q1 2023 | 51 | $142.4M | 933,498 | 2 | 19 | 16 | 0.0% |
| Q4 2022 | 52 | $92.9M | 659,598 | 9 | 12 | 12 | 0.0% |
| Q3 2022 | 60 | $150.6M | 1,473,757 | 2 | 23 | 14 | 0.0% |
| Q2 2022 | 64 | $154.7M | 1,464,697 | 3 | 15 | 20 | 0.0% |
| Q1 2022 | 68 | $167.5M | 1,444,042 | 5 | 14 | 22 | 0.0% |
| Q4 2021 | 64 | $186.0M | 1,442,631 | 1 | 21 | 16 | 0.0% |
| Q3 2021 | 66 | $174.6M | 1,445,594 | 8 | 21 | 20 | 0.0% |
| Q2 2021 | 61 | $202.0M | 1,452,565 | 5 | 15 | 23 | 0.0% |
| Q1 2021 | 64 | $195.2M | 1,460,469 | 11 | 12 | 23 | 0.0% |
| Q4 2020 | 59 | $175.1M | 1,536,078 | 10 | 21 | 15 | 0.0% |
| Q3 2020 | 52 | $138.9M | 1,543,273 | 3 | 9 | 24 | 0.0% |
| Q2 2020 | 51 | $128.9M | 1,526,777 | 5 | 17 | 18 | 0.0% |
| Q1 2020 | 51 | $110.9M | 1,505,872 | 5 | 16 | 19 | 0.0% |
| Q4 2019 | 51 | $136.8M | 1,516,847 | 7 | 16 | 17 | 0.0% |
| Q3 2019 | 51 | $116.4M | 1,523,576 | 3 | 15 | 18 | 0.0% |
| Q2 2019 | 56 | $121.9M | 1,526,001 | 5 | 17 | 14 | 0.0% |
| Q1 2019 | 55 | $116.5M | 1,510,443 | 4 | 14 | 16 | 0.0% |
| Q4 2018 | 54 | $107.3M | 1,510,785 | 2 | 1 | 1 | 0.0% |