United States Lime & Minerals Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 863.20 K | $112.74 M | -14.89% | 3.01% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 747.64 K | $97.64 M | -0.75% | 2.61% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 614.46 K | $80.26 M | -3.89% | 2.15% |
| 05/15/2026 | 456.57 K | $59.63 M | 100.00% | 1.59% | |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 441.95 K | $57.72 M | 84.98% | 1.54% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 405.68 K | $52.99 M | 10.45% | 1.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 354.08 K | $46.25 M | 3.61% | 1.24% |
| 05/08/2026 | 330.60 K | $43.18 M | 100.00% | 1.15% | |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 326.97 K | $42.71 M | 0.25% | 1.14% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 302.06 K | $39.45 M | -7.32% | 1.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 289.93 K | $37.87 M | 15.94% | 1.01% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 286.26 K | $37.39 M | 4.91% | 1.00% |
| STATE STREET CORP | 05/15/2026 | 235.59 K | $30.77 M | -0.76% | 0.82% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 199.86 K | $26.10 M | 3.75% | 0.70% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 143.67 K | $18.76 M | -22.74% | 0.50% |
| INVESCO LTD. | 05/12/2026 | 123.59 K | $16.14 M | 5.85% | 0.43% |
| NORTHERN TRUST CORP | 05/14/2026 | 116.39 K | $15.20 M | -5.98% | 0.41% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 90.97 K | $11.88 M | 57.88% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 88.03 K | $11.50 M | -0.37% | 0.31% |
| ALGERT GLOBAL LLC | 05/14/2026 | 86.49 K | $11.30 M | -6.08% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 77.04 K | $10.06 M | -2.65% | 0.27% |
| FMR LLC | 05/15/2026 | 74.12 K | $9.68 M | 15.66% | 0.26% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 72.97 K | $9.53 M | 100.00% | 0.25% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 69.99 K | $9.14 M | 2.50% | 0.24% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 64.72 K | $8.45 M | -8.77% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 64.61 K | $8.44 M | -34.00% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 63.88 K | $8.34 M | 0.00% | 0.22% |
| MORGAN STANLEY | 05/15/2026 | 60.85 K | $7.95 M | -14.20% | 0.21% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 60.03 K | $7.84 M | -4.91% | 0.21% |
| JPMORGAN CHASE & CO | 05/13/2026 | 56.79 K | $7.11 M | 131.64% | 0.20% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 05/14/2026 | 56.02 K | $7.32 M | 100.00% | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 55.66 K | $7.27 M | -10.84% | 0.19% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 47.86 K | $6.25 M | 1.01% | 0.17% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 45.31 K | $5.92 M | -2.58% | 0.16% |
| CARDINAL CAPITAL MANAGEMENT | 04/08/2026 | 44.54 K | $5.82 M | 0.06% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 43.06 K | $5.62 M | 47.85% | 0.15% |
| DAVIDSON CAPITAL MANAGEMENT INC. | 04/14/2026 | 42.33 K | $5.53 M | 42,661.62% | 0.15% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 41.24 K | $5.39 M | 5.42% | 0.14% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 04/10/2026 | 40.31 K | $5.26 M | 0.56% | 0.14% |
| 05/14/2026 | 39.07 K | $5.10 M | -30.15% | 0.14% | |
| MORAN WEALTH MANAGEMENT, LLC | 04/27/2026 | 36.09 K | $4.71 M | 312.79% | 0.13% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 32.55 K | $4.25 M | -15.56% | 0.11% |
| CBOE VEST FINANCIAL, LLC | 04/24/2026 | 31.99 K | $4.18 M | 130.11% | 0.11% |
| HERITAGE INVESTORS MANAGEMENT CORP | 04/24/2026 | 30.98 K | $4.05 M | -0.84% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 30.25 K | $3.95 M | -26.63% | 0.11% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 29.22 K | $3.82 M | 187.40% | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 28.28 K | $3.39 M | -4.33% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 25.28 K | $3.30 M | 13.22% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 25.24 K | $3.30 M | 669.78% | 0.09% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 24.43 K | $3.19 M | 11,936.45% | 0.09% |
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United States Lime & Minerals Inc. institutional Ownership - FAQ's
During the previous two years, 295 institutional investors and hedge funds held shares of United States Lime & Minerals Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 863,200
DIMENSIONAL FUND ADVISORS LP: 747,640
RENAISSANCE TECHNOLOGIES LLC: 614,463
FIRST TRUST ADVISORS LP: 441,951
Select Equity Group, L.P.: 405,681
GEODE CAPITAL MANAGEMENT, LLC: 354,083
30.50% of United States Lime & Minerals Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.44 M shares in the last 24 months. This purchase volume represents approximately $1.12 B in transactions.