USLM United States Lime & Minerals
United States Lime & Minerals (USLM) Institutional Ownership
What the institutions did with USLM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 769.1K | 29.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 366.6K | 14.1% |
| ROYCE & ASSOCIATES LP | 298.9K | 11.5% |
| VICTORY CAPITAL MANAGEMENT INC | 214.8K | 8.3% |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 130.0K | 5.0% |
| Bank of New York Mellon Corp | 92.4K | 3.6% |
| PRINCIPAL FINANCIAL GROUP INC | 77.8K | 3.0% |
| Vest Financial, LLC | 51.2K | 2.0% |
| Davidson Capital Management Inc. | 45.0K | 1.7% |
| Cardinal Capital Management | 44.8K | 1.7% |
| FMR LLC | 40.0K | 1.5% |
| Moran Wealth Management, LLC | 38.7K | 1.5% |
| UBS Group AG | 37.3K | 1.4% |
| Public Sector Pension Investment Board | 37.0K | 1.4% |
| HERITAGE INVESTORS MANAGEMENT CORP | 31.0K | 1.2% |
| Linden Thomas Advisory Services, LLC | 27.0K | 1.0% |
| RHUMBLINE ADVISERS | 26.6K | 1.0% |
| SCHWARTZ INVESTMENT COUNSEL INC | 21.5K | 0.8% |
| Nuveen, LLC | 20.9K | 0.8% |
| Creative Planning | 15.9K | 0.6% |
| AM INVESTMENT STRATEGIES LLC | 15.0K | 0.6% |
| CITIGROUP INC | 13.8K | 0.5% |
| DEUTSCHE BANK AG\ | 11.4K | 0.4% |
| Sigma Planning Corp | 10.0K | 0.4% |
| JAMES INVESTMENT RESEARCH, INC. | 8.0K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | Increased | 9.1K | 214.8K | +205.7K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold Out | 169.9K | 0 | -169.9K |
| ROYCE & ASSOCIATES LP | Increased | 220.6K | 298.9K | +78.3K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Increased | 75.1K | 130.0K | +54.9K |
| FMR LLC | Reduced | 81.7K | 40.0K | -41.7K |
| Vest Financial, LLC | Increased | 33.3K | 51.2K | +17.9K |
| CITIGROUP INC | Reduced | 31.6K | 13.8K | -17.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 382.6K | 366.6K | -16.0K |
| UBS Group AG | Increased | 24.0K | 37.3K | +13.3K |
| Squarepoint Ops LLC | Sold Out | 11.0K | 0 | -11.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 759.8K | 769.1K | +9.2K |
| Creative Planning | Increased | 7.5K | 15.9K | +8.4K |
| ABSHER WEALTH MANAGEMENT, LLC | New | 0 | 8.0K | +8.0K |
| SUMMIT WEALTH GROUP LLC / CO | New | 0 | 7.2K | +7.2K |
| Russell Investments Group, Ltd. | Reduced | 13.0K | 5.9K | -7.1K |
| Illinois Municipal Retirement Fund | New | 0 | 5.5K | +5.5K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 72.4K | 77.8K | +5.4K |
| Linden Thomas Advisory Services, LLC | Increased | 22.5K | 27.0K | +4.5K |
| ALPS ADVISORS INC | Sold Out | 4.2K | 0 | -4.2K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 3.9K | +3.9K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 2.9K | 0 | -2.9K |
| Focus Advisor Solutions, LLC | New | 0 | 2.9K | +2.9K |
| RHUMBLINE ADVISERS | Reduced | 29.4K | 26.6K | -2.8K |
| J. Team Financial, Inc. | New | 0 | 2.7K | +2.7K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | New | 0 | 2.7K | +2.7K |
| STRS OHIO | Reduced | 7.3K | 4.7K | -2.6K |
| Maryland State Retirement & Pension System | New | 0 | 2.4K | +2.4K |
| Brady Martz Wealth Solutions, LLC | New | 0 | 2.2K | +2.2K |
| Yorktown Management & Research Co Inc | Reduced | 6.2K | 4.1K | -2.1K |
| DEUTSCHE BANK AG\ | Reduced | 13.5K | 11.4K | -2.1K |
| Pictet Asset Management Holding SA | New | 0 | 1.9K | +1.9K |
| State of Alaska, Department of Revenue | Reduced | 6.3K | 4.5K | -1.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | New | 0 | 1.8K | +1.8K |
| Moran Wealth Management, LLC | Increased | 37.0K | 38.7K | +1.7K |
| Davidson Capital Management Inc. | Increased | 43.6K | 45.0K | +1.5K |
| SCHWARTZ INVESTMENT COUNSEL INC | Increased | 20.1K | 21.5K | +1.4K |
| Kestra Advisory Services, LLC | Increased | 2.5K | 3.5K | +915 |
| Sound View Wealth Advisors Group, LLC | Reduced | 4.6K | 3.7K | -900 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 3.3K | 4.2K | +892 |
| PNC Financial Services Group, Inc. | Reduced | 887 | 78 | -809 |
| Bank of New York Mellon Corp | Increased | 91.7K | 92.4K | +766 |
| Public Sector Pension Investment Board | Increased | 36.4K | 37.0K | +646 |
| BARCLAYS PLC | Increased | 5.8K | 6.5K | +627 |
| BOKF, NA | Reduced | 2.6K | 2.1K | -535 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 3.4K | 3.1K | -376 |
| SEI INVESTMENTS CO | Reduced | 3.3K | 3.0K | -373 |
| Blue Trust, Inc. | Increased | 151 | 500 | +349 |
| Sterling Capital Management LLC | Increased | 39 | 364 | +325 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | Sold Out | 313 | 0 | -313 |
| Kaizen Financial Strategies | Reduced | 5.0K | 4.7K | -219 |
| Cardinal Capital Management | Increased | 44.6K | 44.8K | +204 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Reduced | 275 | 105 | -170 |
| GAMMA Investing LLC | Increased | 214 | 379 | +165 |
| EXCHANGE TRADED CONCEPTS, LLC | Sold Out | 160 | 0 | -160 |
| AdvisorNet Financial, Inc | Sold Out | 150 | 0 | -150 |
| THOMPSON DAVIS & CO., INC. | Reduced | 2.5K | 2.4K | -150 |
| Nuveen, LLC | Reduced | 21.0K | 20.9K | -134 |
| Root Financial Partners, LLC | New | 0 | 125 | +125 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 3.0K | 3.0K | +63 |
| FIRST HORIZON CORP | Reduced | 119 | 62 | -57 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.