USLM US Equity

UNITED STATES LIME & MINERALS INC

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Materials · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · CIK 82020 · FYE 1231

$113.74

-0.74 (-0.65%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding USLM · 2026-Q1 methodology → sources →

237 holders

% of shares outstanding held

30.5%

Shares held (13F)

8,735,183

Reporting holders

237

Top holders

largest 100 of 237 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	863,200863,200	$113M	3.01%	TRIM -15%
2	DIMENSIONAL FUND ADVISORS LP	747,640747,640	$98M	2.61%	—
3	RENAISSANCE TECHNOLOGIES LLC	614,463614,463	$80M	2.14%	TRIM -4%
4	VANGUARD CAPITAL MANAGEMENT LLC	456,573456,573	$60M	1.59%	NEW
5	FIRST TRUST ADVISORS LP	441,951441,951	$58M	1.54%	ADD 85%
6	Select Equity Group, L.P.	405,681405,681	$53M	1.41%	ADD 10%
7	GEODE CAPITAL MANAGEMENT, LLC	354,083354,083	$46M	1.23%	ADD 4%
8	VANGUARD PORTFOLIO MANAGEMENT LLC	330,600330,600	$43M	1.15%	NEW
9	T. Rowe Price Investment Management, Inc.	326,965326,965	$43M	1.14%	TRIM -3%
10	GOLDMAN SACHS GROUP INC	302,060302,060	$39M	1.05%	TRIM -7%
11	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	289,932289,932	$38M	1.01%	ADD 16%
12	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	286,260286,260	$37M	1.00%	ADD 5%
13	STATE STREET CORP	235,589235,589	$31M	0.82%	—
14	ArrowMark Colorado Holdings LLC	199,855199,855	$26M	0.70%	ADD 4%
15	Copeland Capital Management, LLC	143,665143,665	$19M	0.50%	TRIM -23%
16	Invesco Ltd.	123,589123,589	$16M	0.43%	ADD 6%
17	NORTHERN TRUST CORP	116,385116,385	$15M	0.41%	TRIM -6%
18	ROYCE & ASSOCIATES LP	90,97290,972	$12M	0.32%	ADD 58%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	88,03388,033	$11M	0.31%	—
20	ALGERT GLOBAL LLC	86,49186,491	$11M	0.30%	TRIM -6%
21	BANK OF AMERICA CORP /DE/	77,03977,039	$10M	0.27%	TRIM -3%
22	FMR LLC	74,12174,121	$10M	0.26%	ADD 16%
23	VANGUARD FIDUCIARY TRUST CO	72,97372,973	$10M	0.25%	NEW
24	Advisors Asset Management, Inc.	69,98569,985	$9M	0.24%	ADD 2%
25	DIAMOND HILL CAPITAL MANAGEMENT INC	64,71764,717	$8M	0.23%	TRIM -9%
26	Qube Research & Technologies Ltd	64,61464,614	$8M	0.23%	TRIM -34%
27	Bank of New York Mellon Corp	63,87563,875	$8M	0.22%	—
28	MORGAN STANLEY	60,85160,851	$8M	0.21%	TRIM -14%
29	SEGALL BRYANT & HAMILL, LLC	60,03460,034	$8M	0.21%	TRIM -5%
30	Grantham, Mayo, Van Otterloo & Co. LLC	56,01756,017	$7M	0.20%	NEW
31	AQR CAPITAL MANAGEMENT LLC	55,65655,656	$7M	0.19%	TRIM -11%
32	JPMORGAN CHASE & CO	56,79156,791	$7M	0.20%	ADD 132%
33	Aptus Capital Advisors, LLC	47,86047,860	$6M	0.17%	—
34	FRANKLIN RESOURCES INC	45,30645,306	$6M	0.16%	TRIM -3%
35	Cardinal Capital Management	44,53944,539	$6M	0.16%	—
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP	43,05743,057	$6M	0.15%	ADD 48%
37	Davidson Capital Management Inc.	42,33442,334	$6M	0.15%	ADD 42662%
38	LAZARD ASSET MANAGEMENT LLC	41,23941,239	$5M	0.14%	ADD 5%
39	Linden Thomas Advisory Services, LLC	40,30640,306	$5M	0.14%	—
40	Congruence Capital, LLC	39,06839,068	$5M	0.14%	TRIM -30%
41	Moran Wealth Management, LLC	36,08636,086	$5M	0.13%	ADD 313%
42	North Star Investment Management Corp.	32,55032,550	$4M	0.11%	TRIM -16%
43	Vest Financial, LLC	31,98831,988	$4M	0.11%	ADD 130%
44	HERITAGE INVESTORS MANAGEMENT CORP	30,97930,979	$4M	0.11%	—
45	MILLENNIUM MANAGEMENT LLC	30,24630,246	$4M	0.11%	TRIM -27%
46	DEUTSCHE BANK AG\	29,21729,217	$4M	0.10%	ADD 187%
47	ALLIANCEBERNSTEIN L.P.	28,28028,280	$3M	0.10%	TRIM -4%
48	UBS Group AG	25,28225,282	$3M	0.09%	ADD 13%
49	JANE STREET GROUP, LLC	25,24125,241	$3M	0.09%	ADD 670%
50	EXCHANGE TRADED CONCEPTS, LLC	24,43424,434	$3M	0.09%	ADD 11936%
51	ENVESTNET ASSET MANAGEMENT INC	24,32924,329	$3M	0.08%	TRIM -10%
52	Man Group plc	23,44323,443	$3M	0.08%	ADD 123%
53	Swiss National Bank	22,60022,600	$3M	0.08%	—
54	TUDOR INVESTMENT CORP ET AL	20,98620,986	$3M	0.07%	TRIM -40%
55	PRINCIPAL FINANCIAL GROUP INC	19,73719,737	$3M	0.07%	ADD 3%
56	Nuveen, LLC	19,62519,625	$3M	0.07%	ADD 4%
57	CITIGROUP INC	18,84218,842	$2M	0.07%	ADD 213%
58	D. E. Shaw & Co., Inc.	18,02718,027	$2M	0.06%	—
59	CANADA PENSION PLAN INVESTMENT BOARD	17,30017,300	$2M	0.06%	TRIM -5%
60	RHUMBLINE ADVISERS	17,12517,125	$2M	0.06%	TRIM -11%
61	Balyasny Asset Management L.P.	16,98216,982	$2M	0.06%	ADD 16%
62	Vident Advisory, LLC	16,60716,607	$2M	0.06%	TRIM -28%
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15,86215,862	$2M	0.06%	TRIM -8%
64	AM INVESTMENT STRATEGIES LLC	15,00015,000	$2M	0.05%	—
65	AMERICAN CENTURY COMPANIES INC	13,88913,889	$2M	0.05%	ADD 63%
66	Y-Intercept (Hong Kong) Ltd	13,73313,733	$2M	0.05%	ADD 32%
67	Russell Investments Group, Ltd.	12,84912,849	$2M	0.04%	TRIM -3%
68	LOS ANGELES CAPITAL MANAGEMENT LLC	12,39212,392	$2M	0.04%	ADD 285%
69	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12,23212,232	$2M	0.04%	ADD 16%
70	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	11,85111,851	$2M	0.04%	TRIM -62%
71	VICTORY CAPITAL MANAGEMENT INC	11,51111,511	$2M	0.04%	ADD 61%
72	TD Asset Management Inc	10,94610,946	$1M	0.04%	—
73	AMERIPRISE FINANCIAL INC	10,83710,837	$1M	0.04%	TRIM -4%
74	DARK FOREST CAPITAL MANAGEMENT LP	10,77310,773	$1M	0.04%	TRIM -42%
75	VANGUARD ASSET MANAGEMENT, Ltd	10,56510,565	$1M	0.04%	NEW
76	STIFEL FINANCIAL CORP	9,9439,943	$1M	0.03%	TRIM -29%
77	BARCLAYS PLC	9,6619,661	$1M	0.03%	TRIM -61%
78	Walleye Capital LLC	9,6309,630	$1M	0.03%	NEW
79	Creative Planning	9,6029,602	$1M	0.03%	ADD 38%
80	ROYAL BANK OF CANADA	9,5659,565	$1M	0.03%	TRIM -18%
81	SEI INVESTMENTS CO	9,5619,561	$1M	0.03%	TRIM -4%
82	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	9,1129,112	$1M	0.03%	—
83	Quantinno Capital Management LP	8,8468,846	$1M	0.03%	ADD 87%
84	CITADEL ADVISORS LLC	8,7618,761	$1M	0.03%	TRIM -78%
85	Universal- Beteiligungs- und Servicegesellschaft mbH	8,0078,007	$1M	0.03%	TRIM -40%
86	JAMES INVESTMENT RESEARCH, INC.	7,9667,966	$1M	0.03%	—
87	PRICE T ROWE ASSOCIATES INC /MD/	7,6937,693	$1M	0.03%	ADD 19%
88	SG Americas Securities, LLC	7,4387,438	$971,000	0.03%	ADD 2%
89	Round Rock Advisors LLC	7,3357,335	$958,024	0.03%	TRIM -33%
90	OCCUDO QUANTITATIVE STRATEGIES LP	8,7648,764	$943,620	0.03%	ADD 395%
91	Pathstone Holdings, LLC	6,8586,858	$895,685	0.02%	ADD 89%
92	Legal & General Group Plc	6,7986,798	$887,887	0.02%	TRIM -36%
93	Penserra Capital Management LLC	6,6576,657	$869,000	0.02%	NEW
94	Susquehanna Portfolio Strategies, LLC	6,5646,564	$857,324	0.02%	ADD 28%
95	Jump Financial, LLC	6,3836,383	$833,683	0.02%	TRIM -42%
96	Janney Montgomery Scott LLC	6,3376,337	$828,000	0.02%	—
97	BNP PARIBAS FINANCIAL MARKETS	6,2776,277	$819,839	0.02%	ADD 8%
98	Yorktown Management & Research Co Inc	6,2256,225	$813,047	0.02%	—
99	OPPENHEIMER & CO INC	6,1276,127	$800,247	0.02%	NEW
100	STRS OHIO	6,0006,000	$783,660	0.02%	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

986K

1.0M

993K

1.0M

863K

$113M

DIMENSIONAL FUND ADVISORS LP

846K

819K

804K

766K

753K

748K

$98M

RENAISSANCE TECHNOLOGIES LLC

742K

765K

716K

683K

639K

614K

$80M

VANGUARD CAPITAL MANAGEMENT LLC

—

457K

$60M

FIRST TRUST ADVISORS LP

75K

51K

193K

209K

239K

442K

$58M

Select Equity Group, L.P.

328K

340K

356K

419K

367K

406K

$53M

GEODE CAPITAL MANAGEMENT, LLC

315K

325K

334K

342K

354K

$46M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

331K

$43M

T. Rowe Price Investment Management, Inc.

—

315K

337K

327K

$43M

GOLDMAN SACHS GROUP INC

220K

293K

296K

295K

326K

302K

$39M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

508K

245K

240K

244K

250K

290K

$38M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

276K

287K

358K

333K

273K

286K

$37M

STATE STREET CORP

252K

243K

250K

241K

237K

236K

$31M

ArrowMark Colorado Holdings LLC

—

203K

193K

200K

$26M

Copeland Capital Management, LLC

—

151K

186K

144K

$19M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	237	8,735,183	30.5%	$1.1B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · USLM

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

THRIVENT FINANCIAL FOR LUTHERANS

1.7%

QII

2024-09-30

SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding USLM · 2026-Q1 methodology → sources →

237 holders

% of shares outstanding held

30.5%

Shares held (13F)

8,735,183

Reporting holders

237

Top holders

largest 100 of 237 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	863,200863,200	$113M	3.01%	TRIM -15%
2	DIMENSIONAL FUND ADVISORS LP	747,640747,640	$98M	2.61%	—
3	RENAISSANCE TECHNOLOGIES LLC	614,463614,463	$80M	2.14%	TRIM -4%
4	VANGUARD CAPITAL MANAGEMENT LLC	456,573456,573	$60M	1.59%	NEW
5	FIRST TRUST ADVISORS LP	441,951441,951	$58M	1.54%	ADD 85%
6	Select Equity Group, L.P.	405,681405,681	$53M	1.41%	ADD 10%
7	GEODE CAPITAL MANAGEMENT, LLC	354,083354,083	$46M	1.23%	ADD 4%
8	VANGUARD PORTFOLIO MANAGEMENT LLC	330,600330,600	$43M	1.15%	NEW
9	T. Rowe Price Investment Management, Inc.	326,965326,965	$43M	1.14%	TRIM -3%
10	GOLDMAN SACHS GROUP INC	302,060302,060	$39M	1.05%	TRIM -7%
11	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	289,932289,932	$38M	1.01%	ADD 16%
12	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	286,260286,260	$37M	1.00%	ADD 5%
13	STATE STREET CORP	235,589235,589	$31M	0.82%	—
14	ArrowMark Colorado Holdings LLC	199,855199,855	$26M	0.70%	ADD 4%
15	Copeland Capital Management, LLC	143,665143,665	$19M	0.50%	TRIM -23%
16	Invesco Ltd.	123,589123,589	$16M	0.43%	ADD 6%
17	NORTHERN TRUST CORP	116,385116,385	$15M	0.41%	TRIM -6%
18	ROYCE & ASSOCIATES LP	90,97290,972	$12M	0.32%	ADD 58%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	88,03388,033	$11M	0.31%	—
20	ALGERT GLOBAL LLC	86,49186,491	$11M	0.30%	TRIM -6%
21	BANK OF AMERICA CORP /DE/	77,03977,039	$10M	0.27%	TRIM -3%
22	FMR LLC	74,12174,121	$10M	0.26%	ADD 16%
23	VANGUARD FIDUCIARY TRUST CO	72,97372,973	$10M	0.25%	NEW
24	Advisors Asset Management, Inc.	69,98569,985	$9M	0.24%	ADD 2%
25	DIAMOND HILL CAPITAL MANAGEMENT INC	64,71764,717	$8M	0.23%	TRIM -9%
26	Qube Research & Technologies Ltd	64,61464,614	$8M	0.23%	TRIM -34%
27	Bank of New York Mellon Corp	63,87563,875	$8M	0.22%	—
28	MORGAN STANLEY	60,85160,851	$8M	0.21%	TRIM -14%
29	SEGALL BRYANT & HAMILL, LLC	60,03460,034	$8M	0.21%	TRIM -5%
30	Grantham, Mayo, Van Otterloo & Co. LLC	56,01756,017	$7M	0.20%	NEW
31	AQR CAPITAL MANAGEMENT LLC	55,65655,656	$7M	0.19%	TRIM -11%
32	JPMORGAN CHASE & CO	56,79156,791	$7M	0.20%	ADD 132%
33	Aptus Capital Advisors, LLC	47,86047,860	$6M	0.17%	—
34	FRANKLIN RESOURCES INC	45,30645,306	$6M	0.16%	TRIM -3%
35	Cardinal Capital Management	44,53944,539	$6M	0.16%	—
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP	43,05743,057	$6M	0.15%	ADD 48%
37	Davidson Capital Management Inc.	42,33442,334	$6M	0.15%	ADD 42662%
38	LAZARD ASSET MANAGEMENT LLC	41,23941,239	$5M	0.14%	ADD 5%
39	Linden Thomas Advisory Services, LLC	40,30640,306	$5M	0.14%	—
40	Congruence Capital, LLC	39,06839,068	$5M	0.14%	TRIM -30%
41	Moran Wealth Management, LLC	36,08636,086	$5M	0.13%	ADD 313%
42	North Star Investment Management Corp.	32,55032,550	$4M	0.11%	TRIM -16%
43	Vest Financial, LLC	31,98831,988	$4M	0.11%	ADD 130%
44	HERITAGE INVESTORS MANAGEMENT CORP	30,97930,979	$4M	0.11%	—
45	MILLENNIUM MANAGEMENT LLC	30,24630,246	$4M	0.11%	TRIM -27%
46	DEUTSCHE BANK AG\	29,21729,217	$4M	0.10%	ADD 187%
47	ALLIANCEBERNSTEIN L.P.	28,28028,280	$3M	0.10%	TRIM -4%
48	UBS Group AG	25,28225,282	$3M	0.09%	ADD 13%
49	JANE STREET GROUP, LLC	25,24125,241	$3M	0.09%	ADD 670%
50	EXCHANGE TRADED CONCEPTS, LLC	24,43424,434	$3M	0.09%	ADD 11936%
51	ENVESTNET ASSET MANAGEMENT INC	24,32924,329	$3M	0.08%	TRIM -10%
52	Man Group plc	23,44323,443	$3M	0.08%	ADD 123%
53	Swiss National Bank	22,60022,600	$3M	0.08%	—
54	TUDOR INVESTMENT CORP ET AL	20,98620,986	$3M	0.07%	TRIM -40%
55	PRINCIPAL FINANCIAL GROUP INC	19,73719,737	$3M	0.07%	ADD 3%
56	Nuveen, LLC	19,62519,625	$3M	0.07%	ADD 4%
57	CITIGROUP INC	18,84218,842	$2M	0.07%	ADD 213%
58	D. E. Shaw & Co., Inc.	18,02718,027	$2M	0.06%	—
59	CANADA PENSION PLAN INVESTMENT BOARD	17,30017,300	$2M	0.06%	TRIM -5%
60	RHUMBLINE ADVISERS	17,12517,125	$2M	0.06%	TRIM -11%
61	Balyasny Asset Management L.P.	16,98216,982	$2M	0.06%	ADD 16%
62	Vident Advisory, LLC	16,60716,607	$2M	0.06%	TRIM -28%
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15,86215,862	$2M	0.06%	TRIM -8%
64	AM INVESTMENT STRATEGIES LLC	15,00015,000	$2M	0.05%	—
65	AMERICAN CENTURY COMPANIES INC	13,88913,889	$2M	0.05%	ADD 63%
66	Y-Intercept (Hong Kong) Ltd	13,73313,733	$2M	0.05%	ADD 32%
67	Russell Investments Group, Ltd.	12,84912,849	$2M	0.04%	TRIM -3%
68	LOS ANGELES CAPITAL MANAGEMENT LLC	12,39212,392	$2M	0.04%	ADD 285%
69	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12,23212,232	$2M	0.04%	ADD 16%
70	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	11,85111,851	$2M	0.04%	TRIM -62%
71	VICTORY CAPITAL MANAGEMENT INC	11,51111,511	$2M	0.04%	ADD 61%
72	TD Asset Management Inc	10,94610,946	$1M	0.04%	—
73	AMERIPRISE FINANCIAL INC	10,83710,837	$1M	0.04%	TRIM -4%
74	DARK FOREST CAPITAL MANAGEMENT LP	10,77310,773	$1M	0.04%	TRIM -42%
75	VANGUARD ASSET MANAGEMENT, Ltd	10,56510,565	$1M	0.04%	NEW
76	STIFEL FINANCIAL CORP	9,9439,943	$1M	0.03%	TRIM -29%
77	BARCLAYS PLC	9,6619,661	$1M	0.03%	TRIM -61%
78	Walleye Capital LLC	9,6309,630	$1M	0.03%	NEW
79	Creative Planning	9,6029,602	$1M	0.03%	ADD 38%
80	ROYAL BANK OF CANADA	9,5659,565	$1M	0.03%	TRIM -18%
81	SEI INVESTMENTS CO	9,5619,561	$1M	0.03%	TRIM -4%
82	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	9,1129,112	$1M	0.03%	—
83	Quantinno Capital Management LP	8,8468,846	$1M	0.03%	ADD 87%
84	CITADEL ADVISORS LLC	8,7618,761	$1M	0.03%	TRIM -78%
85	Universal- Beteiligungs- und Servicegesellschaft mbH	8,0078,007	$1M	0.03%	TRIM -40%
86	JAMES INVESTMENT RESEARCH, INC.	7,9667,966	$1M	0.03%	—
87	PRICE T ROWE ASSOCIATES INC /MD/	7,6937,693	$1M	0.03%	ADD 19%
88	SG Americas Securities, LLC	7,4387,438	$971,000	0.03%	ADD 2%
89	Round Rock Advisors LLC	7,3357,335	$958,024	0.03%	TRIM -33%
90	OCCUDO QUANTITATIVE STRATEGIES LP	8,7648,764	$943,620	0.03%	ADD 395%
91	Pathstone Holdings, LLC	6,8586,858	$895,685	0.02%	ADD 89%
92	Legal & General Group Plc	6,7986,798	$887,887	0.02%	TRIM -36%
93	Penserra Capital Management LLC	6,6576,657	$869,000	0.02%	NEW
94	Susquehanna Portfolio Strategies, LLC	6,5646,564	$857,324	0.02%	ADD 28%
95	Jump Financial, LLC	6,3836,383	$833,683	0.02%	TRIM -42%
96	Janney Montgomery Scott LLC	6,3376,337	$828,000	0.02%	—
97	BNP PARIBAS FINANCIAL MARKETS	6,2776,277	$819,839	0.02%	ADD 8%
98	Yorktown Management & Research Co Inc	6,2256,225	$813,047	0.02%	—
99	OPPENHEIMER & CO INC	6,1276,127	$800,247	0.02%	NEW
100	STRS OHIO	6,0006,000	$783,660	0.02%	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

986K

1.0M

993K

1.0M

863K

$113M

DIMENSIONAL FUND ADVISORS LP

846K

819K

804K

766K

753K

748K

$98M

RENAISSANCE TECHNOLOGIES LLC

742K

765K

716K

683K

639K

614K

$80M

VANGUARD CAPITAL MANAGEMENT LLC

—

457K

$60M

FIRST TRUST ADVISORS LP

75K

51K

193K

209K

239K

442K

$58M

Select Equity Group, L.P.

328K

340K

356K

419K

367K

406K

$53M

GEODE CAPITAL MANAGEMENT, LLC

315K

325K

334K

342K

354K

$46M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

331K

$43M

T. Rowe Price Investment Management, Inc.

—

315K

337K

327K

$43M

GOLDMAN SACHS GROUP INC

220K

293K

296K

295K

326K

302K

$39M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

508K

245K

240K

244K

250K

290K

$38M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

276K

287K

358K

333K

273K

286K

$37M

STATE STREET CORP

252K

243K

250K

241K

237K

236K

$31M

ArrowMark Colorado Holdings LLC

—

203K

193K

200K

$26M

Copeland Capital Management, LLC

—

151K

186K

144K

$19M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	237	8,735,183	30.5%	$1.1B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · USLM

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

THRIVENT FINANCIAL FOR LUTHERANS

1.7%

QII

2024-09-30

SEC →

USLM US Equity☆

Institutional ownership· 13F filers holding USLM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · USLM

Institutional ownership· 13F filers holding USLM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · USLM

USLM US Equity