13FBOX
UNITED STS LIME & MINERALS I · 13F Institutional Holdings
Options Calculator Rankings
U

UNITED STS LIME & MINERALS I

USLM
Institutions
229
Combined AUM (Q2 2026)
$978.8M
Combined Shares (Q2 2026)
9.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.1M
134 · 44 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
116 · 49 Exit · ≈
⚖️ Net
+600,307
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$978.8M
Institutions
229
New Buys
44
Adds
90
Reduces
67
Exits
49
Unchanged
28
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#79$174.4M1.7M$112.7M863,200+802,890+93.01%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.02%#48$79.5M759,849$97.6M747,640+12,209+1.63%Add
RENAISSANCE TECHNOLOGIES LLC
0.09%0.13%#20$63.7M609,011$80.3M614,463-5,452-0.89%Reduce
FIRST TRUST ADVISORS LP
0.03%0.04%#36$51.1M488,301$57.7M441,951+46,350+10.49%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#119$47.9M457,733$59.6M456,573+1,160+0.25%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#86$44.4M424,477$43.2M330,600+93,877+28.40%Add
STATE STREET CORP
<0.01%<0.01%#102$43.9M419,491$30.8M235,589+183,902+78.06%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#82$40.1M382,636$46.3M354,083+28,553+8.06%Add
Select Equity Group, L.P.
0.2%0.27%#9$39.8M380,570$53.0M405,681-25,111-6.19%Reduce
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
0.04%0.05%#32$32.9M314,326$37.9M289,932+24,394+8.41%Add
ROYCE & ASSOCIATES LP
0.19%0.12%#11$23.1M220,563$11.9M90,972+129,591+142.45%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.05%0.12%#28$17.8M169,885$37.4M286,260-116,375-40.65%Reduce
Invesco Ltd.
<0.01%<0.01%#116$13.6M130,319$16.1M123,589+6,730+5.45%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#63$12.9M123,215$4.0M30,246+92,969+307.38%Add
NORTHERN TRUST CORP
<0.01%<0.01%#99$12.3M117,471$15.2M116,385+1,086+0.93%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#108$11.0M104,762$1.9M14,261+90,501+634.60%Add
MORGAN STANLEY
<0.01%<0.01%#138$10.4M99,660$8.3M63,344+36,316+57.33%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#104$9.6M91,831$11.5M88,033+3,798+4.31%Add
Bank of New York Mellon Corp
<0.01%<0.01%#94$9.6M91,653$8.3M63,875+27,778+43.49%Add
ALGERT GLOBAL LLC
0.1%0.17%#16$8.6M81,920$11.3M86,491-4,571-5.28%Reduce
FMR LLC
<0.01%<0.01%#156$8.5M81,685$9.7M74,121+7,564+10.20%Add
ArrowMark Colorado Holdings LLC
0.35%0.69%#5$8.4M79,832$26.1M199,855-120,023-60.06%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#91$7.9M75,482$9.5M72,973+2,509+3.44%Add
DIAMOND HILL CAPITAL MANAGEMENT INC
0.06%0.05%#25$7.9M75,095$8.5M64,717+10,378+16.04%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#66$7.6M72,378$2.6M19,737+52,641+266.71%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#136$7.2M68,471$39.5M302,060-233,589-77.33%Reduce
SEGALL BRYANT & HAMILL, LLC
0.08%0.11%#23$6.4M61,103$7.8M60,034+1,069+1.78%Add
Grantham, Mayo, Van Otterloo & Co. LLC
0.01%0.02%#50$5.9M56,768$7.3M56,017+751+1.34%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#160$5.7M55,428$7.1M56,791-1,363-2.40%Reduce
Advisors Asset Management, Inc.
0.08%0.15%#22$5.4M51,305$9.1M69,985-18,680-26.69%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#89$5.1M49,075$7.3M55,656-6,581-11.82%Reduce
Aptus Capital Advisors, LLC
0.03%0.05%#34$5.0M48,148$6.3M47,860+288+0.60%Add
Cardinal Capital Management
0.56%0.75%#2$4.7M44,576$5.8M44,539+37+0.08%Add
Davidson Capital Management Inc.
0.73%1%#1$4.6M43,572$5.5M42,334+1,238+2.92%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#163$4.4M42,503$10.1M77,039-34,536-44.83%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#124$4.4M42,414$5.9M45,306-2,892-6.38%Reduce
ExodusPoint Capital Management, LP
0.03%#42$4.1M39,033$00+39,033New Buy
Moran Wealth Management, LLC
0.11%0.14%#15$3.9M36,970$4.7M36,086+884+2.45%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%#54$3.8M36,350$00+36,350New Buy
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#105$3.8M28,980$3.4M28,280+700+2.48%Add
Vest Financial, LLC
0.04%0.05%#33$3.5M33,307$4.2M31,988+1,319+4.12%Add
North Star Investment Management Corp.
0.19%0.26%#12$3.4M32,550$4.3M32,55000.00%Unchanged
CITIGROUP INC
<0.01%<0.01%#115$3.3M31,574$2.5M18,842+12,732+67.57%Add
HERITAGE INVESTORS MANAGEMENT CORP
0.09%0.12%#19$3.2M30,977$4.0M30,979-2-0.01%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#65$3.1M29,998$1.2M8,846+21,152+239.11%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#80$3.1M29,353$2.2M17,125+12,228+71.40%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#146$2.7M25,608$1.5M11,851+13,757+116.08%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#141$2.7M25,324$1.4M10,837+14,487+133.68%Add
Legal & General Group Plc
<0.01%<0.01%#140$2.6M24,639$887,8876,798+17,841+262.44%Add
UBS Group AG
<0.01%<0.01%#159$2.5M23,976$3.3M25,282-1,306-5.17%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow