DaveManuel.com · Institutional Ownership · Who Owns It
UNITED STS LIME & MINERALS I (USLM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
236
Reporting holders
$979.8M
Reported value
32.6%
Of shares outstanding
0.1%
Calls
0.1%
Puts
-3
Holder change
Institutions report 9,340,692 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $753.6K options CALL+PUT | 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 |
| 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 | -5.3%-$478.4K |
| 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 |
| 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 |
| 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 |
| Public Sector Pension Investment Board | $3.8M | 36,350 | 0.01% | new | NEW |
| 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 |
| HERITAGE INVESTORS MANAGEMENT CORP | $3.2M | 30,977 | 0.09% | 26q | HELD |
| 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 | +133.7%+$1.5M |
| 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 |
| Corient Private Wealth LP | $2.1M | 19,599 | 0.00% | 2q | +289.4%+$1.5M |
| 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 incl. $722.2K options CALL+PUT | 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 |
| AM INVESTMENT STRATEGIES LLC | $1.6M | 15,000 | 0.30% | 13q | HELD |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 12,020 | 0.00% | 31q | -1.7%-$22.2K |
| 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 | +149.7%+$641.7K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $950.0K | 9,073 | 0.00% | 9q | +17.9%+$144.5K |
| Voleon Capital Management LP | $940.9K | 8,989 | 0.02% | new | NEW |
| CANADA LIFE ASSURANCE Co | $933.0K | 8,916 | 0.00% | 12q | +479.0%+$771.8K |
| 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 |
| SG Americas Securities, LLC | $812.0K | 7,758 | 0.00% | 4q | +4.3%+$33.5K |
| 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 |
| Thrivent Financial for Lutherans | $728.0K | 6,953 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $676.0K | 6,458 | 0.00% | 20q | +8.3%+$51.8K |
| State of Alaska, Department of Revenue | $656.0K | 6,289 | 0.01% | 4q | +124.4%+$363.7K |
| Virtu Financial LLC | $654.0K | 6,245 | 0.02% | new | NEW |
| Yorktown Management & Research Co Inc | $651.6K | 6,225 | 0.40% | 9q | HELD |
Showing the largest 100 of 236 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | DOUMET ANTOINE M | Director | Sold | 20,000 | $2.2M |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Candou Holdings Ltd. | 10% owner | Bought | 20,000 | $2.2M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 58 | $40.8M | 360,908 | 7 | 19 | 12 | 0.0% |
| Q2 2026 | 236 | $979.8M | 9,340,692 | 45 | 92 | 65 | 0.2% |
| Q1 2026 | 239 | $1.1B | 8,738,358 | 38 | 64 | 85 | 0.1% |
| Q4 2025 | 223 | $1.0B | 8,699,908 | 26 | 75 | 67 | 0.1% |
| Q3 2025 | 224 | $1.1B | 8,662,923 | 55 | 65 | 62 | 0.1% |
| Q2 2025 | 190 | $823.5M | 8,243,294 | 30 | 70 | 57 | 0.1% |
| Q1 2025 | 199 | $734.1M | 8,296,903 | 35 | 77 | 55 | 0.1% |
| Q4 2024 | 206 | $1.0B | 7,891,345 | 55 | 61 | 62 | 0.2% |
| Q3 2024 | 154 | $762.9M | 7,811,561 | 37 | 53 | 42 | 0.0% |
| Q2 2024 | 128 | $580.5M | 1,598,462 | 26 | 43 | 35 | 0.0% |
| Q1 2024 | 113 | $451.8M | 1,516,372 | 20 | 23 | 46 | 0.0% |
| Q4 2023 | 103 | $358.5M | 1,556,410 | 19 | 29 | 30 | 0.0% |
| Q3 2023 | 85 | $311.2M | 1,548,418 | 14 | 32 | 20 | 0.0% |
| Q2 2023 | 78 | $315.7M | 1,511,245 | 16 | 24 | 20 | 0.0% |
| Q1 2023 | 67 | $230.2M | 1,508,189 | 3 | 23 | 19 | 0.0% |
| Q4 2022 | 71 | $210.8M | 1,496,886 | 10 | 14 | 21 | 0.0% |
| Q3 2022 | 57 | $164.3M | 1,608,375 | 1 | 22 | 14 | 0.0% |
| Q2 2022 | 62 | $169.6M | 1,605,901 | 3 | 14 | 20 | 0.0% |
| Q1 2022 | 66 | $184.0M | 1,585,538 | 5 | 14 | 21 | 0.0% |
| Q4 2021 | 62 | $258.4M | 2,003,868 | 1 | 20 | 16 | 0.0% |
| Q3 2021 | 64 | $242.4M | 2,006,921 | 7 | 21 | 19 | 0.0% |
| Q2 2021 | 60 | $202.0M | 1,452,187 | 5 | 15 | 22 | 0.0% |
| Q1 2021 | 63 | $195.1M | 1,459,547 | 11 | 11 | 23 | 0.0% |
| Q4 2020 | 58 | $175.1M | 1,535,578 | 10 | 20 | 15 | 0.0% |
| Q3 2020 | 51 | $138.9M | 1,542,799 | 3 | 8 | 24 | 0.0% |
| Q2 2020 | 50 | $128.9M | 1,526,666 | 5 | 17 | 17 | 0.0% |
| Q1 2020 | 50 | $231.5M | 3,138,612 | 5 | 15 | 19 | 0.0% |
| Q4 2019 | 50 | $136.8M | 1,516,366 | 7 | 15 | 17 | 0.0% |
| Q3 2019 | 49 | $116.4M | 1,522,747 | 2 | 14 | 18 | 0.0% |
| Q2 2019 | 55 | $121.9M | 1,525,684 | 5 | 17 | 13 | 0.0% |
| Q1 2019 | 54 | $116.4M | 1,510,018 | 4 | 13 | 16 | 0.0% |
| Q4 2018 | 53 | $107.3M | 1,510,729 | 2 | 1 | 1 | 0.0% |