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UNITED STATES LIME & MINERALS INC hedge fund holdings

USLMNASDAQ
$110.78-0.23 (-0.21%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

USLM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-12.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257468$63M$68.1M171Aug 14, 2025
Q3 20259371$144M$115M206Nov 14, 2025
Q4 20257673$55.7M$63M207Feb 14, 2026
Q1 20267482$98.5M$86.2M225May 15, 2026
Q2 202610580$220M$133M219Aug 14, 2026

Quarterly action breakdown

Q2 2026
219 filers
New position
38
$15.9M+152K sh
Increased
67
$204M+1.95M sh
Reduced
49
-$79.5M-760K sh
Out / sold
31
-$53.5M-511K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
T. Rowe Price Investment Management, Inc.Sell 100%-$42.7M$00.00%Aug 14, 2026
ArrowMark Colorado Holdings LLCReduce 60.06%-$12.6M$8.36M0.35%Aug 13, 2026
William Blair Investment Management, LLCReduce 40.65%-$12.2M$17.8M0.05%Aug 12, 2026
First Trust Advisors LPAdded 10.49%+$4.85M$51.1M0.03%Aug 11, 2026
Public Sector Pension Investment BoardNew Buy+$3.8M$3.8M0.01%Aug 13, 2026
Congruence Capital, LLCReduce 68.01%-$2.78M$1.31M0.34%Aug 13, 2026
Select Equity Group, L.P.Reduce 6.19%-$2.63M$39.8M0.20%Aug 14, 2026
Exchange Traded Concepts, LLCReduce 99.35%-$2.54M$16.7K0.00%Aug 11, 2026
Quantinno Capital Management LPAdded 239.11%+$2.21M$3.14M0.00%Aug 13, 2026
Linden Thomas Advisory Services, LLCReduce 44.16%-$1.86M$2.36M0.19%Jul 16, 2026
Seneca House AdvisorsNew Buy+$1.53M$1.53M0.54%Jul 31, 2026
Schwartz Investment Counsel IncAdded 259.79%+$1.52M$2.11M0.07%Jul 27, 2026
Susquehanna Portfolio Strategies, LLCAdded 167.28%+$1.15M$1.84M0.03%Aug 14, 2026
Diamond Hill Capital Management, LLC (Investment Advisor)Added 16.04%+$1.09M$7.86M0.06%Aug 6, 2026
Sigma Planning CorpNew Buy+$1.05M$1.05M0.03%Aug 7, 2026
Voleon Capital Management LPNew Buy+$941K$941K0.02%Aug 14, 2026
Oppenheimer & Co IncSell 100%-$800K$00.00%Aug 3, 2026
CANADA LIFE ASSURANCE CoAdded 478.96%+$772K$933K0.00%Aug 13, 2026
Thrivent Financial for LutheransNew Buy+$728K$728K0.00%Aug 14, 2026
Freestone Grove Partners LPAdded 536300.00%+$561K$561K0.00%Aug 14, 2026
State of Alaska, Department of RevenueAdded 124.45%+$364K$656K0.01%Jul 20, 2026
SkyOak Wealth, LLCSell 100%-$321K$00.00%Jul 30, 2026
SummitTX Capital, L.P.Reduce 51.74%-$308K$287K0.01%Aug 14, 2026
Yousif Capital Management, LLCNew Buy+$291K$291K0.00%Jul 16, 2026
Catalyst Funds Management Pty LtdSell 100%-$287K$00.00%Aug 10, 2026
Bokf, NANew Buy+$274K$274K0.00%Aug 10, 2026
Teachers Retirement System of the State of KentuckyNew Buy+$273K$273K0.00%Aug 12, 2026
Oregon Public Employees Retirement FundNew Buy+$251K$251K0.00%Jul 29, 2026
Canada Pension Plan Investment BoardReduce 13.87%-$251K$1.56M0.00%Aug 14, 2026
Fiduciary Alliance LLCSell 100%-$249K$00.00%Jul 20, 2026
Jefferies Financial Group Inc.Sell 100%-$235K$00.00%Aug 17, 2026
Fieldview Capital Management, LLCSell 100%-$228K$00.00%Aug 14, 2026
Roberts Glore & Co IncSell 100%-$227K$00.00%Aug 11, 2026
J. Team Financial, Inc.Sell 100%-$213K$00.00%Jul 27, 2026
Perryman Financial Advisory IncNew Buy+$209K$209K0.03%Jul 24, 2026
nVerses Capital, LLCNew Buy+$207K$207K0.32%Aug 4, 2026
Bessemer Group IncSell 100%-$196K$00.00%Aug 12, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 14.95%+$165K$1.27M0.00%Aug 13, 2026
Pacer Advisors, Inc.New Buy+$153K$153K0.00%Aug 13, 2026
Vest Financial, LLCAdded 4.12%+$138K$3.49M0.04%Jul 24, 2026
Davidson Capital Management Inc.Added 2.92%+$130K$4.56M0.73%Jul 28, 2026
Segall Bryant & Hamill, LLCAdded 1.78%+$112K$6.4M0.08%Aug 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLCAdded 1.34%+$78.6K$5.94M0.01%Aug 13, 2026
Gotham Asset Management, LLCReduce 13.87%-$72.5K$451K0.00%Aug 14, 2026
Van Hulzen Asset Management, LLCReduce 18.62%-$64K$280K0.02%Aug 13, 2026
Vident Advisory, LLCReduce 2.23%-$38.8K$1.7M0.01%Aug 12, 2026
Aptus Capital Advisors, LLCAdded 0.60%+$30.1K$5.04M0.03%Aug 12, 2026
Capital Analysts, LLCReduce 8.58%-$26.3K$280K0.01%Aug 5, 2026
Contravisory Investment Management, Inc.Reduce 41.82%-$23.6K$32.8K0.01%Jul 9, 2026
Aviva PLCAdded 5.11%+$20.6K$424K0.00%Aug 13, 2026
Sound View Wealth Advisors Group, LLCAdded 2.22%+$10.5K$481K0.03%Aug 11, 2026
Salomon & Ludwin, LLCNew Buy+$8.38K$8.38K0.00%Aug 7, 2026
Alps Advisors IncAdded 1.44%+$6.28K$441K0.00%Jul 29, 2026
Cardinal Capital ManagementAdded 0.08%+$3.87K$4.67M0.56%Jul 21, 2026
Pinnacle Wealth Planning Services, Inc.New Buy+$2.62K$2.62K0.00%Aug 7, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 16.82%+$1.88K$13.1K0.00%Aug 13, 2026
Versant Capital Management, IncAdded 2.97%+$942$32.7K0.00%Jul 2, 2026
Keating Financial Advisory Services, Inc.Added 88.89%+$837$1.78K0.00%Aug 11, 2026
TD Private Client Wealth LLCNew Buy+$733$7330.00%Aug 4, 2026
Creative Capital Management Investments LLCNew Buy+$733$7330.00%Jul 24, 2026
Fiduciary Financial AdvisorsNew Buy+$733$7330.00%Aug 14, 2026
Whittier Trust CoAdded 4.61%+$719$16.3K0.00%Jul 28, 2026
Farmers & Merchants Investments IncNew Buy+$628$6280.00%Jul 20, 2026
Silver Grove Financial Group, Inc.New Buy+$628$6280.00%Aug 13, 2026
Aster Capital Management (DIFC) LtdSell 100%-$619$00.00%Aug 14, 2026
Vermillion Wealth Management, Inc.Sell 100%-$261$00.00%Jul 16, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$261$00.00%Aug 13, 2026
HFM Investment Advisors, LLCAdded 100.00%+$210$4190.00%Aug 4, 2026
Heritage Investors Management CorpReduce 0.01%-$209$3.24M0.09%Aug 4, 2026
Curio Wealth, LLCSell 100%-$131$00.00%Aug 7, 2026
DecisionPoint Financial, LLCNew Buy+$107$1070.00%Aug 5, 2026
LRI Investments, LLCNew Buy+$105$1050.00%Jul 14, 2026
Rialto Wealth Management, LLCAdded 50.00%+$105$3150.00%Aug 11, 2026
DiNuzzo Private Wealth, Inc.Added 25.00%+$105$5240.00%Jul 10, 2026
JFS Wealth Advisors, LLCAdded 7.69%+$105$1.47K0.00%Jul 10, 2026
Quarry LPReduce 12.50%-$105$7330.00%Aug 14, 2026
Sequoia Financial Advisors, LLCReduce 0.04%-$105$263K0.00%Jul 17, 2026
Bay Harbor Wealth Management, LLCAdded 100.00%+$105$2090.00%Jul 28, 2026
Hughes Financial Services, LLCAdded 100.00%+$105$2090.00%Jul 20, 2026

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