USLM — UNITED STS LIME & MINERALS I
As of Q2 2026, 33 SEC-registered investment managers reported holding USLM (UNITED STS LIME & MINERALS I) in their latest 13F filings, with a combined reported value of $447.84M across 4.29M shares. That is +33.5% by share count (+1.08M shares) versus the previous quarter, while reported value moved +7.0%. Ownership is concentrated: the five largest holders account for 70.3% of reported value and the top ten for 82.9%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 10 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
USLM is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 1.67M | $174.39M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 927.18K | $111.02M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 609.01K | $63.75M | 0.09% | Reduce |
| Geode Capital Management history | Q2 2026 | 382.64K | $40.06M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 220.56K | $23.09M | 0.19% | Add |
| Invesco Ltd history | Q2 2026 | 130.32K | $13.64M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 123.22K | $12.90M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 117.47K | $12.30M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 104.76K | $10.97M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 99.66K | $10.43M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 91.83K | $9.61M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 91.65K | $9.59M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 81.69K | $8.55M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 72.38K | $7.58M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 68.47K | $7.17M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 55.43K | $5.69M | 0.00% | New |
| Lazard Asset Management history | Q1 2026 | 41.24K | $5.39M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 49.08K | $5.14M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 42.50K | $4.45M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 42.41K | $4.44M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 55.43K sh · $5.69M
- PSP Investments 36.35K sh · $3.80M
- Point72 Asset Management 19.24K sh · $2.01M
- Norges Bank Investment Management 14.90K sh · $1.56M
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 41.24K sh · $5.39M
- Balyasny Asset Management sold 16.98K sh · $2.22M
- Arrowstreet Capital sold 15.86K sh · $2.07M
- Janus Henderson Group sold 4.91K sh · $641.43K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.04M | 985.63K | 1.04M | 1.04M | 993.25K | 1.01M | 863.20K | 1.67M |
| Renaissance Technologies | 201.32K | 197.72K | 194.32K | 192.22K | 177.71K | 169.41K | 168.71K | 166.91K | 164.41K | 163.56K | 157.01K | 158.91K | 757.65K | 741.95K | 765.25K | 715.85K | 682.66K | 639.34K | 614.46K | 609.01K |
| Geode Capital Management | 39.18K | 39.54K | 40.10K | 40.06K | 40.26K | 40.35K | 41.88K | 41.93K | 44.22K | 45.92K | 47.28K | 58.93K | 308.05K | 314.53K | 324.54K | 333.68K | 342.35K | 341.75K | 354.08K | 382.64K |
| Royce & Associates | 112.30K | 122.60K | 138.77K | 152.70K | 161.10K | 158.80K | 152.00K | 144.41K | 140.94K | 140.94K | 115.10K | 83.40K | 352.20K | 267.50K | 245.27K | 110.08K | 55.36K | 57.62K | 90.97K | 220.56K |
| Invesco Ltd | 2.54K | 2.67K | — | — | — | 1.72K | 1.59K | 2.61K | 45.73K | 42.73K | 40.94K | 41.54K | 191.97K | 200.94K | 80.67K | 68.56K | 155.19K | 116.76K | 123.59K | 130.32K |
| Millennium Management | 3.91K | 3.69K | 2.75K | — | — | — | — | 2.68K | 6.51K | — | — | — | 3.69K | 63.85K | 193.39K | 156.85K | 51.79K | 41.22K | 30.25K | 123.22K |
| Northern Trust Corp | 23.54K | 22.61K | 21.77K | 21.64K | 21.95K | 21.14K | 21.26K | 21.71K | 21.82K | 21.79K | 21.52K | 20.54K | 106.48K | 111.93K | 107.93K | 106.56K | 123.62K | 123.79K | 116.39K | 117.47K |
| Citadel Advisors | 3.86K | 2.57K | 1.86K | 3.25K | 2.19K | — | 2.46K | 4.72K | 7.53K | 6.58K | 4.87K | 7.40K | 4.33K | 37.70K | 33.37K | 3.10K | 23.20K | 43.03K | 14.26K | 104.76K |
| Morgan Stanley | 532 | 725 | 512 | 3.30K | 1.54K | 1.65K | 2.60K | 3.37K | 3.65K | 6.87K | 6.54K | 19.21K | 116.07K | 79.53K | 129.55K | 155.73K | 63.34K | 70.92K | 60.85K | 99.66K |
| Charles Schwab Investment Management | 14.34K | 14.47K | 15.17K | 14.78K | 14.41K | 15.09K | 14.91K | 15.48K | 15.76K | 15.91K | 16.28K | 16.57K | 85.76K | 96.16K | 100.47K | 102.36K | 91.14K | 88.36K | 88.03K | 91.83K |
| BNY Mellon | 16.79K | 14.88K | 15.16K | 13.73K | 14.56K | 22.10K | 21.48K | 21.52K | 21.67K | 17.09K | 16.68K | 17.55K | 80.75K | 51.66K | 51.82K | 55.62K | 57.25K | 63.87K | 63.88K | 91.65K |
| Fidelity Management & Research (FMR) | — | — | 48 | 104 | 80 | 53 | 62 | 69 | 72 | 82 | 87 | 100 | 503 | 19.41K | 42.98K | 45.08K | 50.84K | 64.08K | 74.12K | 81.69K |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | 834 | 917 | 5.84K | 6.39K | 6.45K | 8.55K | 12.44K | 19.15K | 19.74K | 72.38K |
| Goldman Sachs Group | 4.71K | 2.43K | 2.48K | 2.35K | 2.33K | 2.33K | — | 2.43K | 7.54K | 6.31K | 8.08K | 9.38K | 68.65K | 219.59K | 293.48K | 296.48K | 295.46K | 325.92K | 302.06K | 68.47K |
| JPMorgan Chase & Co | 7.04K | 2.77K | 1.51K | 1.09K | 1.12K | 1.62K | 13 | 3.03K | 2.56K | 3.54K | 4.10K | 1.93K | 10.70K | 62.74K | 50.92K | 27.74K | 43.96K | 24.52K | — | 55.43K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 2.49K | 3.94K | 9.96K | 56.61K | 50.29K | 38.79K | 53.33K | 70.97K | 62.42K | 55.66K | 49.08K |
| Bank of America Corp | 646 | 1.36K | 467 | 456 | 809 | 2.02K | 1.48K | 976 | 1.38K | 1.87K | 455 | 1.69K | 8.69K | 21.04K | 51.86K | 67.10K | 68.66K | 79.13K | 77.04K | 42.50K |
| Franklin Resources | — | — | — | — | — | — | — | 979 | — | 979 | 979 | 1.13K | 6.04K | 5.74K | 19.14K | 47.17K | 47.20K | 46.51K | 45.31K | 42.41K |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 36.35K |
| Citigroup Inc | 613 | 742 | 332 | 359 | 87 | 76 | 62 | 676 | 12 | 299 | 765 | 908 | 15.21K | 15.61K | 14.53K | 14.47K | 5.11K | 6.01K | 18.84K | 31.57K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details