| 609K |
| $63.7M |
| -0.9% |
| 2.123% |
| 0.09% |
| 4 | FIRST TRUST ADVISORS LP | 488K | $51.1M | +10.5% | 1.702% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 458K | $47.9M | +0.3% | 1.596% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 424K | $44.4M | +28.4% | 1.480% | 0.00% |
| 7 | STATE STREET CORP | 419K | $43.9M | +78.1% | 1.463% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 383K | $40.1M | +8.1% | 1.334% | 0.00% |
| 9 | Select Equity Group, L.P. | 381K | $39.8M | -6.2% | 1.327% | 0.20% |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 314K | $32.9M | +8.4% | 1.096% | 0.04% |
| 11 | ROYCE & ASSOCIATES LP | 221K | $23.1M | +142.5% | 0.769% | 0.19% |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 170K | $17.8M | -40.6% | 0.592% | 0.05% |
| 13 | Invesco Ltd. | 130K | $13.6M | +5.5% | 0.454% | 0.00% |
| 14 | MILLENNIUM MANAGEMENT LLC | 123K | $12.9M | +307.4% | 0.430% | 0.00% |
| 15 | NORTHERN TRUST CORP | 117K | $12.3M | +0.9% | 0.410% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 105K | $11.0M | +634.6% | 0.365% | 0.00% |
| 17 | MORGAN STANLEY | 100K | $10.4M | +63.8% | 0.347% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 92K | $9.6M | +4.3% | 0.320% | 0.00% |
| 19 | Bank of New York Mellon Corp | 92K | $9.6M | +43.5% | 0.320% | 0.00% |
| 20 | ALGERT GLOBAL LLC | 82K | $8.6M | -5.3% | 0.286% | 0.10% |
| 21 | FMR LLC | 82K | $8.5M | +10.2% | 0.285% | 0.00% |
| 22 | ArrowMark Colorado Holdings LLC | 80K | $8.4M | -60.1% | 0.278% | 0.35% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 75K | $7.9M | +3.4% | 0.263% | 0.00% |
| 24 | Diamond Hill Capital Management, LLC (Investment Advisor) | 75K | $7.9M | +16.0% | 0.262% | 0.06% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 72K | $7.6M | +266.7% | 0.252% | 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.
| 28.51% |
| +1.11 pp |
| $696M |
| 31% |
| Q4 2024 | 202 | +31% | 27.40% | +0.34 pp | $1.00B | +44% |
| Q3 2024 | 154 | — | 27.06% | — | $694M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
42 institutions opened new positions in USLM during Q2 2026, while 44 fully exited. 49 added to existing positions and 136 trimmed.
USLM institutional ownership rose by 2.19 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 64.3% of all reported 13F value in USLM, and the top 25 account for 81.9%.
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