United States Lime & Minerals Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.01 M | $121.44 M | 2.11% | 3.54% |
| VANGUARD GROUP INC | 01/29/2026 | 927.18 K | $111.02 M | 6.79% | 3.24% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 753.29 K | $90.21 M | -1.69% | 2.63% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 639.34 K | $76.55 M | -6.35% | 2.23% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 367.31 K | $43.98 M | -12.28% | 1.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 341.75 K | $40.93 M | -0.17% | 1.19% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 326.14 K | $39.05 M | 3.43% | 1.14% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 325.92 K | $39.03 M | 10.31% | 1.14% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 272.86 K | $32.67 M | -18.09% | 0.95% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 250.06 K | $29.94 M | 2.46% | 0.87% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 238.92 K | $28.61 M | 14.45% | 0.83% |
| STATE STREET CORP | 02/13/2026 | 237.41 K | $28.43 M | -1.57% | 0.83% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 192.64 K | $23.07 M | -5.11% | 0.67% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 185.96 K | $22.27 M | 22.83% | 0.65% |
| NORTHERN TRUST CORP | 02/17/2026 | 123.79 K | $14.82 M | 0.14% | 0.43% |
| INVESCO LTD. | 02/19/2026 | 116.76 K | $13.98 M | -24.76% | 0.41% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 97.90 K | $11.72 M | 0.77% | 0.34% |
| ALGERT GLOBAL LLC | 02/17/2026 | 92.09 K | $11.03 M | -22.10% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 88.36 K | $10.58 M | -3.05% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 79.13 K | $9.48 M | 15.26% | 0.28% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 02/06/2026 | 70.94 K | $8.49 M | 7.67% | 0.25% |
| MORGAN STANLEY | 02/13/2026 | 70.92 K | $8.49 M | 11.96% | 0.25% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 68.28 K | $8.18 M | -0.70% | 0.24% |
| FMR LLC | 02/17/2026 | 64.08 K | $7.67 M | 26.04% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 63.87 K | $7.65 M | 11.57% | 0.22% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 63.14 K | $7.56 M | 4.65% | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 62.42 K | $7.47 M | -12.04% | 0.22% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 57.62 K | $6.90 M | 4.08% | 0.20% |
| 02/13/2026 | 55.93 K | $6.70 M | 100.00% | 0.20% | |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 47.38 K | $5.67 M | 0.42% | 0.17% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 46.51 K | $5.57 M | -1.46% | 0.16% |
| CARDINAL CAPITAL MANAGEMENT | 01/30/2026 | 44.51 K | $5.33 M | -0.04% | 0.16% |
| ESTUARY CAPITAL MANAGEMENT LP | 02/17/2026 | 42.69 K | $5.11 M | 100.00% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 41.22 K | $4.94 M | -20.41% | 0.14% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 01/16/2026 | 40.08 K | $4.80 M | -1.36% | 0.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 39.43 K | $4.72 M | 124.04% | 0.14% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 39.12 K | $4.68 M | 4.26% | 0.14% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 38.55 K | $4.62 M | -18.07% | 0.13% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 34.97 K | $4.19 M | 40.07% | 0.12% |
| HERITAGE INVESTORS MANAGEMENT CORP | 02/06/2026 | 31.24 K | $3.74 M | 0.00% | 0.11% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 30.91 K | $3.70 M | 96.83% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 29.56 K | $3.54 M | 0.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 29.12 K | $3.49 M | -35.64% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 27.07 K | $3.24 M | 27.92% | 0.09% |
| JPMORGAN CHASE & CO | 02/11/2026 | 24.52 K | $2.94 M | -44.23% | 0.09% |
| BARCLAYS PLC | 02/13/2026 | 24.50 K | $2.93 M | 6.49% | 0.09% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/17/2026 | 23.67 K | $2.83 M | -19.78% | 0.08% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 22.99 K | $2.75 M | 7.84% | 0.08% |
| SWISS NATIONAL BANK | 02/12/2026 | 22.60 K | $2.71 M | 1.80% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 22.33 K | $2.67 M | -18.43% | 0.08% |
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United States Lime & Minerals Inc. institutional Ownership - FAQ's
During the previous two years, 283 institutional investors and hedge funds held shares of United States Lime & Minerals Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 63,875
Cardinal Capital Management: 44,539
Davidson Capital Management Inc.: 42,334
Linden Thomas Advisory Services, LLC: 40,306
Moran Wealth Management, LLC: 36,086
North Star Investment Management Corp.: 32,550
30.31% of United States Lime & Minerals Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.39 M shares in the last 24 months. This purchase volume represents approximately $1.12 B in transactions.