USLM Institutional Ownership
United States Lime & Minerals, Inc.
1W: +3.4%
1M: -1.1%
3M: -2.5%
YTD: -8.9%
1Y: -18.0%
3Y: +174.1%
5Y: +394.2%
$110.12
+0.47 (+0.43%)
Weekly Expected Move ±3.4%
$104
$108
$112
$115
$119
Credit Risk of going bust: lower than 95% of companies Debt: 0.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.01 (down more than 99.9%), United States Lime & Minerals, Inc. would be worth roughly what it owes.
Total debt $3.2M against a stock market value of $3.16B.
Distance to default 19.40 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.6M (short-term plus half of long-term), stock volatility 38.9%; Altman Z 40.06. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.01 (down more than 99.9%), United States Lime & Minerals, Inc. would be worth roughly what it owes.
Total debt $3.2M against a stock market value of $3.16B.
Distance to default 19.40 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.6M (short-term plus half of long-term), stock volatility 38.9%; Altman Z 40.06. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — USLM
279
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
$984M
Total Invested
46
New Positions
94
Increased
111
Reduced
45
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (304 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,666,090 | $183M | +802,890 | +93.0% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 759,849 | $84M | +12,209 | +1.6% | 83Q | SEC ↗ |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 609,011 | $67M | -5,452 | -0.9% | 59Q | SEC ↗ |
| 4 | FIRST TRUST ADVISORS LP | 488,301 | $54M | +46,350 | +10.5% | 11Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 457,733 | $50M | +1,160 | +0.3% | 2Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 424,477 | $47M | +93,877 | +28.4% | 2Q | SEC ↗ |
| 7 | STATE STREET CORP | 419,491 | $46M | +183,902 | +78.1% | 46Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 382,636 | $42M | +28,553 | +8.1% | 65Q | SEC ↗ |
| 9 | Select Equity Group, L.P. | 380,570 | $42M | -25,111 | -6.2% | 8Q | SEC ↗ |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 314,326 | $35M | +24,394 | +8.4% | 9Q | SEC ↗ |
| 11 | ROYCE & ASSOCIATES LP | 220,563 | $24M | +129,591 | +142.5% | 25Q | SEC ↗ |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 169,885 | $19M | -116,375 | -40.7% | 9Q | SEC ↗ |
| 13 | Invesco Ltd. | 130,319 | $14M | +6,730 | +5.4% | 15Q | SEC ↗ |
| 14 | MILLENNIUM MANAGEMENT LLC | 123,215 | $14M | +92,969 | +307.4% | 8Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 117,471 | $13M | +1,086 | +0.9% | 110Q | SEC ↗ |
| 16 | MORGAN STANLEY | 99,660 | $11M | +38,809 | +63.8% | 55Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 97,562 | $11M | +88,801 | +1013.6% | 4Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 91,831 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 91,831 | $10M | +3,798 | +4.3% | 15Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 91,653 | $10M | +27,778 | +43.5% | 76Q | SEC ↗ |
| 21 | ALGERT GLOBAL LLC | 81,920 | $9M | -4,571 | -5.3% | 11Q | SEC ↗ |
| 22 | FMR LLC | 81,685 | $9M | +7,564 | +10.2% | 18Q | SEC ↗ |
| 23 | ArrowMark Colorado Holdings LLC | 79,832 | $9M | -120,023 | -60.1% | 4Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 75,482 | $8M | +2,509 | +3.4% | 2Q | SEC ↗ |
| 25 | Diamond Hill Capital Management, LLC ( | 75,095 | $8M | +10,378 | +16.0% | 21Q | SEC ↗ |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 72,378 | $8M | +52,641 | +266.7% | 10Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 68,471 | $8M | -233,589 | -77.3% | 13Q | SEC ↗ |
| 28 | SEGALL BRYANT & HAMILL, LLC | 61,103 | $7M | +1,069 | +1.8% | 4Q | SEC ↗ |
| 29 | Grantham, Mayo, Van Otterloo & Co. LLC | 56,768 | $6M | +751 | +1.3% | 2Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 55,428 | $6M | -1,363 | -2.4% | 39Q | SEC ↗ |
| 31 | Advisors Asset Management, Inc. | 51,305 | $6M | -18,680 | -26.7% | 10Q | SEC ↗ |
| 32 | AQR CAPITAL MANAGEMENT LLC | 49,075 | $5M | -6,581 | -11.8% | 11Q | SEC ↗ |
| 33 | Aptus Capital Advisors, LLC | 48,148 | $5M | +288 | +0.6% | 9Q | SEC ↗ |
| 34 | Cardinal Capital Management | 44,576 | $5M | +37 | +0.1% | 51Q | SEC ↗ |
| 35 | Davidson Capital Management Inc. | 43,572 | $5M | +1,238 | +2.9% | 3Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 42,503 | $5M | -34,536 | -44.8% | 15Q | SEC ↗ |
| 37 | FRANKLIN RESOURCES INC | 42,414 | $5M | -2,892 | -6.4% | 11Q | SEC ↗ |
| 38 | ExodusPoint Capital Management, LP | 39,033 | $4M | +37,244 | +2081.8% | 7Q | SEC ↗ |
| 39 | Moran Wealth Management, LLC | 36,970 | $4M | +884 | +2.4% | 10Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board NEW | 36,350 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Vest Financial, LLC | 33,307 | $4M | +1,319 | +4.1% | 5Q | SEC ↗ |
| 42 | North Star Investment Management Corp. | 32,550 | $4M | — | +0.0% | 62Q | SEC ↗ |
| 43 | CITIGROUP INC | 31,574 | $3M | +12,732 | +67.6% | 56Q | SEC ↗ |
| 44 | HERITAGE INVESTORS MANAGEMENT CORP | 30,977 | $3M | -2 | -0.0% | 26Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 29,998 | $3M | +21,152 | +239.1% | 4Q | SEC ↗ |
| 46 | RHUMBLINE ADVISERS | 29,353 | $3M | +12,228 | +71.4% | 43Q | SEC ↗ |
| 47 | ALLIANCEBERNSTEIN L.P. | 28,980 | $3M | +700 | +2.5% | 11Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 25,608 | $3M | +13,757 | +116.1% | 12Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 25,324 | $3M | +14,487 | +133.7% | 5Q | SEC ↗ |
| 50 | Legal & General Group Plc | 24,639 | $3M | +17,841 | +262.4% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 91,831 | $10M |
| Public Sector Pension Investment Bo | 36,350 | $4M |
| Point72 Asset Management, L.P. | 19,236 | $2M |
| NORGES BANK | 14,900 | $2M |
| Seneca House Advisors | 14,614 | $2M |
| Sigma Planning Corp | 10,000 | $1M |
| Voleon Capital Management LP | 8,989 | $990K |
| Thrivent Financial for Lutherans | 6,953 | $766K |
| Virtu Financial LLC | 6,245 | $688K |
| GSA CAPITAL PARTNERS LLP | 5,188 | $571K |
| Aquatic Capital Management LLC | 4,938 | $544K |
| Jupiter Topco LLC | 4,922 | $542K |
| Louisiana State Employees Retiremen | 4,600 | $507K |
| Schonfeld Strategic Advisors LLC | 4,528 | $499K |
| Dynamic Technology Lab Private Ltd | 3,940 | $434K |
| Entropy Technologies, LP | 3,400 | $374K |
| AMALGAMATED BANK | 2,856 | $315K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,784 | $307K |
| Trexquant Investment LP | 2,633 | $290K |
| BOKF, NA | 2,613 | $288K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| T. Rowe Price Investment Management | 326,965 | $36M |
| Copeland Capital Management, LLC | 143,665 | $16M |
| Qube Research & Technologies Ltd | 64,614 | $7M |
| Estuary Capital Management LP | 42,691 | $5M |
| LAZARD ASSET MANAGEMENT LLC | 41,239 | $5M |
| JANE STREET GROUP, LLC | 25,241 | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 24,329 | $3M |
| DZ BANK AG Deutsche Zentral Genosse | 23,671 | $3M |
| Balyasny Asset Management L.P. | 16,982 | $2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 15,862 | $2M |
| HRT FINANCIAL LP | 15,613 | $2M |
| Y-Intercept (Hong Kong) Ltd | 13,733 | $2M |
| TD Asset Management Inc | 10,946 | $1M |
| STIFEL FINANCIAL CORP | 9,943 | $1M |
| Walleye Capital LLC | 9,630 | $1M |
| Universal- Beteiligungs- und Servic | 8,007 | $882K |
| Penserra Capital Management LLC | 6,657 | $733K |
| Ellsworth Advisors, LLC | 6,459 | $711K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,441 | $709K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 6,335 | $698K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -233,589 | -77.3% | 68,471 |
| ArrowMark Colorado Holdings LLC | -120,023 | -60.1% | 79,832 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -116,375 | -40.7% | 169,885 |
| BANK OF AMERICA CORP /DE | -34,536 | -44.8% | 42,503 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -33,583 | -78.0% | 9,474 |
| CONGRUENCE CAPITAL, LLC | -26,571 | -68.0% | 12,497 |
| Select Equity Group, L.P. | -25,111 | -6.2% | 380,570 |
| EXCHANGE TRADED CONCEPTS, LLC | -24,274 | -99.3% | 160 |
| Man Group plc | -18,984 | -81.0% | 4,459 |
| Advisors Asset Management, Inc. | -18,680 | -26.7% | 51,305 |
| Linden Thomas Advisory Services, LL | -17,801 | -44.2% | 22,505 |
| DEUTSCHE BANK AG | -15,729 | -53.8% | 13,488 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -12,367 | -99.8% | 25 |
| ROYAL BANK OF CANADA | -8,562 | -89.5% | 1,003 |
| AQR CAPITAL MANAGEMENT LLC | -6,581 | -11.8% | 49,075 |
| SEI INVESTMENTS CO | -6,220 | -65.1% | 3,341 |
| RENAISSANCE TECHNOLOGIES LLC | -5,452 | -0.9% | 609,011 |
| ALGERT GLOBAL LLC | -4,571 | -5.3% | 81,920 |
| BARCLAYS PLC | -3,818 | -39.5% | 5,843 |
| THURSTON, SPRINGER, MILLER, HERD & | -3,346 | -92.4% | 275 |