What percentage of USLM is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of United States Lime & Minerals, Inc. stands at 33.8%, held across 233 reporting institutions.

Who is the largest institutional holder of USLM?

BlackRock, Inc. is the largest reported institutional holder of USLM, with approximately 863,200 shares worth $0.11B as of Q1 2026.

Is USLM a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of USLM, including RENAISSANCE TECHNOLOGIES LLC.

What is USLM's Smart Money Score?

Our composite Smart Money Score for USLM is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought USLM this quarter?

45 institutions opened new positions in USLM during Q1 2026, while 31 fully exited. 133 added to existing positions and 54 trimmed.

How is institutional ownership of USLM changing?

USLM institutional ownership rose by 2.63 percentage points quarter-over-quarter, with a net change of +14 holders.

How concentrated is USLM ownership among the top holders?

The top 10 institutions account for 59.7% of all reported 13F value in USLM, and the top 25 account for 81.6%.

Where does this USLM institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

United States Lime & Minerals, Inc. (USLM) Institutional Ownership Q1 2026 | Top 13F Holders

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United States Lime & Minerals, Inc. (USLM) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of USLM

Ranked by reported Q1 2026 13F market value

Top 10 Holders

59.7%

Top 25 Holders

81.6%

Share of total reported institutional value in USLM held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	BlackRock, Inc.	863K	$112.7M	-14.9%	3.011%	0.00%
2	DIMENSIONAL FUND ADVISORS LP	748K	$97.6M	-0.8%	2.608%	0.02%
3	RENAISSANCE TECHNOLOGIES LLC	614K	$80.3M	-3.9%	2.143%	0.13%
4	VANGUARD CAPITAL MANAGEMENT LLC	457K	$59.6M	—	1.593%	0.00%
5	FIRST TRUST ADVISORS LP	442K	$57.7M	+85.0%	1.542%	0.04%
6	Select Equity Group, L.P.	406K	$53.0M	+10.4%	1.415%	0.29%
7	GEODE CAPITAL MANAGEMENT, LLC	354K	$46.3M	+3.6%	1.235%	0.00%
8	VANGUARD PORTFOLIO MANAGEMENT LLC	331K	$43.2M	—	1.153%	0.00%
9	GOLDMAN SACHS GROUP INC	302K	$39.5M	-7.3%	1.054%	0.00%
10	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	290K	$37.9M	+15.9%	1.011%	0.05%
11	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	286K	$37.4M	+4.9%	0.999%	0.12%
12	STATE STREET CORP	236K	$30.8M	-0.8%	0.822%	0.00%
13	ArrowMark Colorado Holdings LLC	200K	$26.1M	+3.8%	0.697%	0.69%
14	Copeland Capital Management, LLC	144K	$18.8M	-22.7%	0.501%	0.42%
15	Invesco Ltd.	124K	$16.1M	+5.9%	0.431%	0.00%
16	NORTHERN TRUST CORP	116K	$15.2M	-6.0%	0.406%	0.00%
17	ROYCE & ASSOCIATES LP	91K	$11.9M	+57.9%	0.317%	0.12%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	88K	$11.5M	-0.4%	0.307%	0.00%
19	BANK OF AMERICA CORP /DE/	77K	$10.1M	-2.6%	0.269%	0.00%
20	FMR LLC	74K	$9.7M	+15.7%	0.259%	0.00%
21	VANGUARD FIDUCIARY TRUST CO	73K	$9.5M	—	0.255%	0.00%
22	DIAMOND HILL CAPITAL MANAGEMENT INC	65K	$8.5M	-8.8%	0.226%	0.05%
23	Qube Research & Technologies Ltd	65K	$8.4M	-34.0%	0.225%	0.01%
24	Bank of New York Mellon Corp	64K	$8.3M	0.0%	0.223%	0.00%
25	MORGAN STANLEY	61K	$7.9M	-14.2%	0.212%	0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in USLM — a direct measure of their conviction.

USLM Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	233	+6.4%	33.81%	+2.63 pp	$1.05B	+8.5%
Q4 2025	219	0.5%	31.18%	2.79 pp	$969M	8.2%
Q3 2025	220	+18%	33.97%	+8.62 pp	$1.06B	+34%
Q2 2025	186	5.1%	25.35%	+2.96 pp	$788M	+13%
Q1 2025	196	3.0%	22.39%	9.88 pp	$696M	31%
Q4 2024	202	+31%	32.27%	+9.93 pp	$1.00B	+44%
Q3 2024	154	+21%	22.34%	+6.00 pp	$694M	+37%
Q2 2024	127	—	16.34%	—	$508M	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

United States Lime & Minerals, Inc. (USLM) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of USLM

Quarterly Institutional Activity

New Buyers

Exited Positions

USLM Institutional Ownership by Quarter

USLM — Frequently Asked Questions