Company · Ownership research

UNITED STATES LIME & MINERALS INC USLM

CIK 0000082020 · CUSIP 911922102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 911922102 (USLM), not CUSIP 911922952 (USLM), and does not merge CUSIPs.

This page lists the top 20 of 98 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$86.98M 769,063 shares	0.02%	+9.21K(+1.20%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$41.48M 366,626 shares	0.00%	-16.01K(-4.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	Bank of New York Mellon Corp CIK 1390777 · View history	$10.45M 92,419 shares	0.00%	+766(+0.80%)Added	SEC filing ↗ Nov 5, 2026	▾
04	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$8.80M 77,770 shares	0.00%	+5.39K(+7.40%)Added	SEC filing ↗ Nov 2, 2026	▾
05	Vest Financial, LLC CIK 1709632 · View history	$5.79M 51,198 shares	0.06%	+17.89K(+53.70%)Added	SEC filing ↗ Oct 21, 2026	▾
06	Davidson Capital Management Inc. CIK 1808748 · View history	$5.09M 45,039 shares	0.84%	+1.47K(+3.40%)Added	SEC filing ↗ Oct 15, 2026	▾
07	Cardinal Capital Management CIK 1434845 · View history	$5.07M 44,780 shares	0.59%	+204(+0.50%)Added	SEC filing ↗ Oct 21, 2026	▾
08	Moran Wealth Management, LLC CIK 1965334 · View history	$4.37M 38,654 shares	0.12%	+1.68K(+4.60%)Added	SEC filing ↗ Oct 22, 2026	▾
09	North Star Investment Management Corp. CIK 1342857 · View history	$3.68M 32,550 shares	0.20%	0(0.00%)Unchanged	SEC filing ↗ Oct 27, 2026	▾
10	HERITAGE INVESTORS MANAGEMENT CORP CIK 937589 · View history	$3.50M 30,977 shares	0.10%	0(0.00%)Unchanged	SEC filing ↗ Oct 29, 2026	▾
11	Linden Thomas Advisory Services, LLC CIK 1965702 · View history	$3.06M 27,020 shares	0.24%	+4.51K(+20.10%)Added	SEC filing ↗ Oct 19, 2026	▾
12	SCHWARTZ INVESTMENT COUNSEL INC CIK 909151 · View history	$2.43M 21,493 shares	0.08%	+1.37K(+6.80%)Added	SEC filing ↗ Oct 26, 2026	▾
13	Creative Planning CIK 1540235 · View history	$1.80M 15,935 shares	0.00%	+8.43K(+112.20%)Added	SEC filing ↗ Nov 2, 2026	▾
14	AM INVESTMENT STRATEGIES LLC CIK 1818897 · View history	$1.70M 15,000 shares	0.32%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
15	CITIGROUP INC CIK 831001 · View history	$1.56M 13,824 shares	0.00%	-17.75K(-56.20%)Reduced	SEC filing ↗ Nov 4, 2026	▾
16	DEUTSCHE BANK AG\ CIK 948046 · View history	$1.29M 11,420 shares	0.00%	-2.07K(-15.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
17	Sigma Planning Corp CIK 1449126 · View history	$1.13M 10,000 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Oct 23, 2026	▾
18	JAMES INVESTMENT RESEARCH, INC. CIK 810384 · View history	$901.03K 7,966 shares	0.10%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2026	▾
19	ABSHER WEALTH MANAGEMENT, LLC CIK 1802534 · View history	$900.92K 7,965 shares	0.10%	+7.96KNew	SEC filing ↗ Nov 2, 2026	▾
20	SUMMIT WEALTH GROUP LLC / CO CIK 2081278 · View history	$818.13K 7,233 shares	0.05%	+7.23KNew	SEC filing ↗ Oct 29, 2026	▾

Showing 20 / 98 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,793,457

Not deduplicated across managers

Disclosed value

$202.84M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

UNITED STATES LIME & MINERALS INC · Q3 2026

Explore all 98 reporting institutions.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.