United States Lime & Minerals Inc (USLM) Ownership

377.15 ↑16.90 (4.69%)
As of May 7, 2024, 2:00pm EST.

Institutional Ownership

Thrivent Financial For Lutherans is the biggest individual institutional holder of United States Lime & Minerals Inc (USLM), owning a total of 298 thousand shares. Combined, the top 29 institutional holders of USLM own 25.95% of the company with a total of 1.5 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of USLM by 2 thousand shares. 10 institutions bought 50,454 total additional shares and increased their ownership by an average of 10.23%. However 8 institutions sold 48,797 total shares and decreased their ownership by an average of 5.49%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of United States Lime & Minerals increased by a net total of 1,657 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Thrivent Financial For Lutherans5.228%-10.778%298,470-36,0552023-12-31
Dimensional Fund Advisors, Inc.3.992%-1.736%227,910-4,0262023-12-31
BlackRock Inc2.959%7.036%168,95311,1062023-12-31
Renaissance Technologies Corp2.865%-0.517%163,560-8502023-12-31
Royce & Associates, LP2.469%0.000%140,93502023-12-31
Vanguard Group Inc1.953%10.322%111,51510,4342023-12-31
Geode Capital Management, LLC0.804%3.858%45,9241,7062023-12-31
State Street Corporation0.797%6.656%45,5102,8402023-12-31
Amvescap Plc.0.748%-6.569%42,725-3,0042023-12-31
Diamond Hill Capital Management Inc0.513%1.129%29,2953272023-12-31
North Star Investment Management Corp0.414%0.000%23,62502023-12-31
Northern Trust Corp0.382%-0.156%21,786-342023-12-31
First Trust Advisors L.P.0.320%0.000%18,27118,2712023-12-31
Bank of New York Mellon Corp0.299%-21.145%17,087-4,5822023-12-31
Charles Schwab Investment Management Inc0.279%0.933%15,9071472023-12-31
Cardinal Capital Management0.230%0.244%13,144322023-12-31
Goldman Sachs Group Inc0.221%67.201%12,6125,0692023-12-31
American Century Companies Inc0.196%4.887%11,2035222023-12-31
Heritage Investors Management Corp0.142%-1.740%8,130-1442023-12-31
Linden Thomas Advisory Services LLC0.142%-1.241%8,116-1022023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Thrivent Financial For Lutherans5.228%-10.778%298,470-36,0552023-12-31
Dimensional Fund Advisors, Inc.3.992%-1.736%227,910-4,0262023-12-31
BlackRock Inc2.959%7.036%168,95311,1062023-12-31
Renaissance Technologies Corp2.865%-0.517%163,560-8502023-12-31
Royce & Associates, LP2.469%0.000%140,93502023-12-31
Vanguard Group Inc1.953%10.322%111,51510,4342023-12-31
Geode Capital Management, LLC0.804%3.858%45,9241,7062023-12-31
State Street Corporation0.797%6.656%45,5102,8402023-12-31
Amvescap Plc.0.748%-6.569%42,725-3,0042023-12-31
Diamond Hill Capital Management Inc0.513%1.129%29,2953272023-12-31
North Star Investment Management Corp0.414%0.000%23,62502023-12-31
Northern Trust Corp0.382%-0.156%21,786-342023-12-31
First Trust Advisors L.P.0.320%0.000%18,27118,2712023-12-31
Minerva Advisors LLC0.312%-35.076%17,762-9,5962023-06-30
Bank of New York Mellon Corp0.299%-21.145%17,087-4,5822023-12-31
Charles Schwab Investment Management Inc0.279%0.933%15,9071472023-12-31
Cardinal Capital Management0.230%0.244%13,144322023-12-31
Goldman Sachs Group Inc0.221%67.201%12,6125,0692023-12-31
American Century Companies Inc0.196%4.887%11,2035222023-12-31
Heritage Investors Management Corp0.142%-1.740%8,130-1442023-12-31
Linden Thomas Advisory Services LLC0.142%-1.241%8,116-1022023-12-31
Citadel Advisors Llc0.132%59.327%7,5252,8022023-09-30
Nuveen Asset Management, LLC0.089%0.000%5,09802023-06-30
Swiss National Bank0.088%2.041%5,0001002023-09-30
Procyon Private Wealth Partners, LLC0.085%7.241%4,8583282022-12-31
Westwood Holdings Group Inc0.076%64.083%4,3401,6952022-09-30
Moors & Cabot Inc0.074%0.000%4,20002023-03-31
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr0.069%105.263%3,9002,0002022-12-31
STRS OHIO0.067%0.000%3,80002022-09-30

Mutual Fund Ownership

Thrivent Small Cap Stock A is the biggest individual fund holder of United States Lime & Minerals Inc (USLM), owning a total of 178 thousand shares. Combined, the top 29 mutual fund holders of USLM own 18.91% of the company with a total of 1.1 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of USLM by 25 thousand shares. 2 funds bought 676 total additional shares and increased their ownership by an average of 1.06%. However 3 funds sold 26,022 total shares and decreased their ownership by an average of 10.29%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding United States Lime & Minerals decreased by a net total of -25,346 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royce Small-Cap Special Equity Invmt1.752%-19.028%100,000-23,5002024-03-31
Vanguard Total Stock Mkt Idx Inv0.962%0.175%54,904962024-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.533%1.944%30,4135802024-03-31
Invesco Building & Construction ETF0.506%0.000%28,89902024-03-31
Diamond Hill Small Cap Equity0.361%-5.826%20,610-1,2752024-03-31
Diamond Hill Small Cap Inv0.342%-6.011%19,498-1,2472024-03-31
Invesco Dorsey Wright SmallCap Momt ETF0.309%0.000%17,65102024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Thrivent Small Cap Stock A3.113%-8.670%177,731-16,8722024-01-31
Royce Small-Cap Special Equity Invmt1.752%-19.028%100,000-23,5002024-03-31
Global X US Infrastructure Dev ETF1.431%0.039%81,690322024-03-28
Thrivent Small Cap Stock1.111%-8.496%63,434-5,8902024-01-31
DFA US Micro Cap I1.027%0.000%58,62002024-02-29
Vanguard Total Stock Mkt Idx Inv0.962%0.175%54,904962024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.942%0.000%53,70802023-03-31
iShares Russell 2000 ETF0.872%2.209%49,7761,0762024-03-28
iShares US Infrastructure ETF0.820%0.000%46,80202024-03-28
DFA US Small Cap I0.719%0.000%41,02002024-02-29
DFA US Targeted Value I0.551%-5.011%31,431-1,6582024-02-29
Vanguard Institutional Extnd Mkt Idx Tr0.533%1.944%30,4135802024-03-31
Invesco Building & Construction ETF0.506%0.000%28,89902024-03-31
Vanguard Extended Market Index Investor0.455%1.922%25,9304892023-08-31
Fidelity Small Cap Index0.372%1.324%21,2072772024-01-31
Diamond Hill Small Cap Equity0.361%-5.826%20,610-1,2752024-03-31
Fidelity® Small Cap Index0.351%2.904%20,0245652023-10-31
Diamond Hill Small Cap Inv0.342%-6.011%19,498-1,2472024-03-31
North Star Micro Cap I0.333%0.000%19,00002024-02-29
iShares Russell 2000 Growth ETF0.314%-0.117%17,936-212024-03-28
Invesco Dorsey Wright SmallCap Momt ETF0.309%0.000%17,65102024-03-31
DFA US Core Equity 2 I0.247%0.000%14,08702024-02-29
Dimensional US Small Cap ETF0.244%0.000%13,90702024-03-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.235%3.874%13,4065002024-02-29
Dimensional US Targeted Value ETF0.217%0.000%12,37002024-01-31
WisdomTree US SmallCap Dividend ETF0.205%0.000%11,69602023-09-29
Fidelity® Extended Market Index0.200%-0.412%11,372-472022-12-31
Thrivent Moderately Aggressive Allc0.199%-0.238%11,334-272023-04-30
Thrivent Aggressive Allocation S0.193%30.757%10,9812,5832023-05-31

Discussions

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foreverbullish

$USLM who else finds themselves here after liquidating their positions for a loss only to bash on how seriously fcked up the stock market is

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chickenEggs

$USLM we need one good push to moon this.

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