USLMNasdaqMining & Quarrying of Nonmetallic Minerals (No Fuels)Fiscal year ends December 31
UNITED STATES LIME & MINERALS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$106.67+0.62 (+0.58%)
Close on Oct 19, 2026
- Market cap
- $3.07B
- P/E (TTM)
- 22.8
- Dividend yield
- 0.22%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
32.6%
9M of 29M shares
Institutional holders
234
46 new, 45 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $153.81K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| George Doumet | 3,530,756 | 61.84% | 13D (active) amendment | May 22, 2024 |
| BlackRock, Inc. | 1,618,587 | 5.60% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of USLM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,666,090 | 5.81% | $174.39M | +802,890 | 0.00% |
| Dimensional Fund Advisors LP | 759,849 | 2.65% | $79.53M | +12,209 | 0.01% |
| Renaissance Technologies LLC | 609,011 | 2.12% | $63.75M | −5,452 | 0.09% |
| First Trust Advisors LP | 488,301 | 1.70% | $51.11M | +46,350 | 0.03% |
| Vanguard Capital Management LLC | 457,733 | 1.60% | $47.91M | +1,160 | 0.00% |
| Vanguard Portfolio Management LLC | 424,477 | 1.48% | $44.43M | +93,877 | 0.00% |
| State Street Corp | 419,491 | 1.46% | $43.91M | +183,902 | 0.00% |
| Geode Capital Management, LLC | 382,636 | 1.33% | $40.06M | +28,553 | 0.00% |
| Select Equity Group, L.P. | 380,570 | 1.33% | $39.83M | −25,111 | 0.20% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 314,326 | 1.10% | $32.90M | +24,394 | 0.04% |
| Royce & Associates LP | 220,563 | 0.77% | $23.09M | +129,591 | 0.19% |
| William Blair Investment Management, LLC | 169,885 | 0.59% | $17.78M | −116,375 | 0.05% |
| Invesco Ltd. | 130,319 | 0.45% | $13.64M | +6,730 | 0.00% |
| Millennium Management LLC | 123,215 | 0.43% | $12.90M | +92,969 | 0.00% |
| Northern Trust Corp | 117,471 | 0.41% | $12.30M | +1,086 | 0.00% |
| Morgan Stanley | 99,660 | 0.35% | $10.43M | +38,809 | 0.00% |
| Citadel Advisors LLC | 97,562 | 0.34% | $10.21M | +88,801 | 0.00% |
| Charles Schwab Investment Management Inc | 91,831 | 0.32% | $9.61M | +3,798 | 0.00% |
| Bank of New York Mellon Corp | 91,653 | 0.32% | $9.59M | +27,778 | 0.00% |
| Algert Global LLC | 81,920 | 0.29% | $8.57M | −4,571 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | 9M | 32.6% | 46 / 93 | 66 / 45 | 2M | 2M |
| Q1 2026 | 238 | 9M | 30.5% | 44 / 69 | 86 / 24 | 2M | 1M |
| Q4 2025 | 222 | 9M | 30.3% | 28 / 78 | 71 / 24 | 1M | 1M |
| Q3 2025 | 224 | 9M | 30.2% | 58 / 68 | 66 / 22 | 1M | 1M |
| Q2 2025 | 188 | 8M | 28.7% | 30 / 72 | 57 / 38 | 1M | 1M |
| Q1 2025 | 199 | 8M | 28.9% | 37 / 81 | 56 / 42 | 1M | 1M |
| Q4 2024 | 206 | 8M | 27.5% | 63 / 62 | 63 / 11 | 1M | 1M |
| Q3 2024 | 155 | 8M | 27.2% | 40 / 54 | 42 / 12 | 2M | 1M |
| Q2 2024 | 128 | 8M | 27.9% | 28 / 44 | 37 / 11 | 1M | 1M |
| Q1 2024 | 113 | 8M | 26.4% | 19 / 24 | 47 / 10 | 1M | 1M |
| Q4 2023 | 104 | 8M | 27.1% | 24 / 31 | 32 / 5 | 0M | 0M |
| Q3 2023 | 85 | 8M | 26.6% | 14 / 34 | 23 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of USLM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 638,009 | 2.22% | $66.78M | 0.06% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 423,283 | 1.48% | $44.31M | 0.39% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 316,789 | 1.10% | $33.16M | 0.00% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 284,533 | 0.99% | $32.43M | 0.24% | May 31, 2026 |
| iShares Russell 2000 ETF | 284,403 | 0.99% | $29.77M | 0.04% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 234,787 | 0.82% | $25.90M | 0.33% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 132,855 | 0.46% | $14.65M | 0.07% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 120,903 | 0.42% | $12.65M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 120,387 | 0.42% | $13.28M | 0.04% | Jul 31, 2026 |
| Invesco Building & Construction ETF | 112,778 | 0.39% | $12.44M | 2.90% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 101,924 | 0.36% | $10.67M | 0.07% | Jun 30, 2026 |
| Vanguard Explorer Fund | 98,240 | 0.34% | $10.84M | 0.05% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 97,894 | 0.34% | $10.80M | 0.07% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 97,239 | 0.34% | $10.18M | 0.06% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 94,353 | 0.33% | $9.88M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy W. Byrne | President & CEO, Director | 118,649 | 0.41% | Jan 2, 2026 |
| Nathan O'Neill | Vice President | 7,703 | 0.03% | Feb 4, 2026 |
| Michael L. Wiedemer | Vice President | 6,360 | 0.02% | Feb 4, 2026 |
| Timothy Wade Stone | Vice President | 4,840 | 0.02% | Feb 4, 2026 |
| John J. Gagnon | Vice President | 5,941 | 0.02% | Feb 4, 2026 |
| Antoine M. Doumet | Director | 90,000 | 0.31% | Sep 11, 2026 |
| Tom S. Hawkins Jr | Director | 11,536 | 0.04% | May 5, 2026 |
| Jon A. Wolkenstein | Director | 4,176 | 0.01% | May 4, 2026 |
| Richard W. Cardin | Director | 17,006 | 0.06% | May 4, 2026 |
| Sandra C. Duhe | Director | 3,527 | 0.01% | May 4, 2026 |
| Lila R. Weirich | Director | 4,176 | 0.01% | May 4, 2026 |
| Holdings Ltd. Candou | 10% owner | 17,673,780 | 61.61% | Sep 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Antoine M. Doumet Director | Sep 9, 2026 | Sale | −20,000 | $110.00 | $2.20M | 90,000 |
| Holdings Ltd. Candou 10% owner | Sep 9, 2026 | Buy | +20,000 | $110.00 | $2.20M | 17,673,780 |
| Tom S. Hawkins Jr Director | May 1, 2026 | Award | +1,273 | $110.00 | $140.03K | 11,356 |
| Richard W. Cardin Director | May 1, 2026 | Award | +1,273 | $110.00 | $140.03K | 17,006 |
| Jon A. Wolkenstein Director | May 1, 2026 | Award | +1,273 | $110.00 | $140.03K | 4,176 |
| Sandra C. Duhe Director | May 1, 2026 | Award | +1,273 | $110.00 | $140.03K | 3,527 |
| Lila R. Weirich Director | May 1, 2026 | Award | +1,273 | $110.00 | $140.03K | 4,176 |
| Antoine M. Doumet Director | Mar 17, 2026 | Option exercise | +12,000 | $10.71 | $128.52K | 110,000 |
| Sandra C. Duhe Director | Mar 3, 2026 | Sale | −1,277 | $120.45 | $153.81K | 2,254 |
| Nathan O'Neill Vice President | Feb 3, 2026 | Tax withholding | −166 | $118.13 | $19.61K | 7,703 |
| Michael L. Wiedemer Vice President | Feb 3, 2026 | Tax withholding | −165 | $118.13 | $19.49K | 6,360 |
| Timothy Wade Stone Vice President | Feb 3, 2026 | Tax withholding | −136 | $118.13 | $16.07K | 4,840 |
| John J. Gagnon Vice President | Feb 3, 2026 | Tax withholding | −123 | $118.13 | $14.53K | 5,941 |
| Nathan O'Neill Vice President | Feb 2, 2026 | Tax withholding | −105 | $123.61 | $12.98K | 7,869 |
| Nathan O'Neill Vice President | Feb 2, 2026 | Award | +426 | $123.61 | $52.66K | 8,129 |
| Michael L. Wiedemer Vice President | Feb 2, 2026 | Tax withholding | −95 | $123.61 | $11.74K | 6,525 |
| Michael L. Wiedemer Vice President | Feb 2, 2026 | Award | +426 | $123.61 | $52.66K | 6,786 |
| Timothy Wade Stone Vice President | Feb 2, 2026 | Award | +336 | $123.61 | $41.53K | 5,176 |
| Timothy Wade Stone Vice President | Feb 2, 2026 | Tax withholding | −100 | $123.61 | $12.36K | 4,976 |
| John J. Gagnon Vice President | Feb 2, 2026 | Tax withholding | −75 | $123.61 | $9.27K | 6,064 |
| John J. Gagnon Vice President | Feb 2, 2026 | Award | +210 | $123.61 | $25.96K | 6,151 |
| Timothy W. Byrne President & CEO, Director | Dec 31, 2025 | Award | +47,500 | $119.74 | $5.69M | 114,741 |
| Timothy W. Byrne President & CEO, Director | Dec 31, 2025 | Tax withholding | −18,691 | $119.74 | $2.24M | 67,241 |
| Tom S. Hawkins Jr Director | Dec 4, 2025 | Gift | −100 | – | – | 10,083 |
| Tom S. Hawkins Jr Director | Dec 4, 2025 | Gift | +100 | – | – | 180 |
| Tom S. Hawkins Jr Director | Dec 4, 2025 | Gift | −80 | – | – | 10,183 |
| Timothy W. Byrne President & CEO, Director | Sep 5, 2025 | Gift | −500 | $120.99 | $60.50K | 85,932 |
| Timothy W. Byrne President & CEO, Director | Sep 4, 2025 | Sale | −11,504 | $119.43 | $1.37M | 87,208 |
| Timothy W. Byrne President & CEO, Director | Sep 4, 2025 | Sale | −596 | $120.76 | $71.97K | 86,432 |
| Timothy W. Byrne President & CEO, Director | Sep 3, 2025 | Sale | −26,034 | $120.88 | $3.15M | 99,923 |
| Timothy W. Byrne President & CEO, Director | Sep 3, 2025 | Sale | −1,391 | $124.18 | $172.73K | 98,532 |
| Tom S. Hawkins Jr Director | May 2, 2025 | Award | +1,403 | $99.81 | $140.03K | 10,263 |
| Lila R. Weirich Director | May 2, 2025 | Award | +1,403 | $99.81 | $140.03K | 2,903 |
| Sandra C. Duhe Director | May 2, 2025 | Award | +1,403 | $99.81 | $140.03K | 2,460 |
| Richard W. Cardin Director | May 2, 2025 | Award | +1,403 | $99.81 | $140.03K | 15,733 |
| Jon A. Wolkenstein Director | May 2, 2025 | Award | +1,403 | $99.81 | $140.03K | 2,903 |
| Antoine M. Doumet Director | Mar 3, 2025 | Option exercise | +12,000 | $13.34 | $160.08K | 98,000 |
| Sandra C. Duhe Director | Feb 24, 2025 | Sale | −3,157 | $94.61 | $298.68K | 2,128 |
| Timothy Wade Stone Vice President | Feb 6, 2025 | Gift | −40 | – | – | 5,076 |
| Timothy Wade Stone Vice President | Feb 3, 2025 | Award | +336 | $110.47 | $37.12K | 5,116 |
| Timothy Wade Stone Vice President | Feb 3, 2025 | Tax withholding | −103 | $110.47 | $11.38K | 4,780 |
| Nathan O'Neill Vice President | Feb 3, 2025 | Tax withholding | −124 | $110.47 | $13.70K | 7,548 |
| Nathan O'Neill Vice President | Feb 3, 2025 | Award | +426 | $110.47 | $47.06K | 7,974 |
| John J. Gagnon Vice President | Feb 3, 2025 | Tax withholding | −103 | $110.47 | $11.38K | 5,929 |
| John J. Gagnon Vice President | Feb 3, 2025 | Award | +210 | $110.47 | $23.20K | 6,139 |
| Michael L. Wiedemer Vice President | Feb 3, 2025 | Award | +426 | $110.47 | $47.06K | 6,620 |
| Michael L. Wiedemer Vice President | Feb 3, 2025 | Tax withholding | −116 | $110.47 | $12.81K | 6,194 |
| Timothy Wade Stone Vice President | Feb 2, 2025 | Tax withholding | −192 | $110.58 | $21.23K | 4,883 |
| Nathan O'Neill Vice President | Feb 2, 2025 | Tax withholding | −208 | $110.58 | $23.00K | 7,672 |
| John J. Gagnon Vice President | Feb 2, 2025 | Tax withholding | −178 | $110.58 | $19.68K | 6,032 |
| Michael L. Wiedemer Vice President | Feb 2, 2025 | Tax withholding | −200 | $110.58 | $22.12K | 6,310 |
| Timothy W. Byrne President & CEO, Director | Dec 31, 2024 | Award | +47,500 | $132.74 | $6.31M | 125,957 |
| Timothy W. Byrne President & CEO, Director | Dec 27, 2024 | Tax withholding | −24,593 | $135.58 | $3.33M | 78,457 |
| Tom S. Hawkins Jr Director | Dec 10, 2024 | Gift | −60 | – | – | 8,940 |
| Tom S. Hawkins Jr Director | Dec 10, 2024 | Gift | +80 | – | – | 80 |
| Tom S. Hawkins Jr Director | Dec 10, 2024 | Gift | −80 | – | – | 8,860 |
| Timothy W. Byrne President & CEO, Director | Nov 20, 2024 | Sale | −992 | $141.00 | $139.87K | 103,050 |
| Timothy W. Byrne President & CEO, Director | Nov 20, 2024 | Sale | −20,962 | $139.53 | $2.92M | 104,042 |
| Timothy W. Byrne President & CEO, Director | Nov 19, 2024 | Gift | −450 | $141.59 | $63.72K | 147,265 |
| Timothy W. Byrne President & CEO, Director | Nov 19, 2024 | Sale | −22,261 | $141.73 | $3.16M | 125,004 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy W. Byrne Officer, Director | Sep 4, 2025 | 12,100 | $1.45M | Sep 4, 2025 | OPTION EXERCISE |
| Timothy W. Byrne Officer, Director | Sep 3, 2025 | 27,425 | $3.32M | Sep 3, 2025 | OPTION EXERCISE |
| Timothy W. Byrne Officer, Director | Nov 20, 2024 | 21,954 | $3.06M | Nov 20, 2024 | OPTION EXERCISE |
| Timothy W. Byrne Officer, Director | Nov 19, 2024 | 22,261 | $3.15M | Nov 19, 2024 | OPTION EXERCISE |
| Richard W. Cardin Director | Aug 20, 2024 | 12,000 | $931.80K | Aug 20, 2024 | Stock Award |
| Byrne Timothy Officer | Jun 5, 2024 | 8,331 | $2.83M | Jun 5, 2024 | stock based comp |
| Byrne Timothy Officer | Feb 14, 2024 | 7,853 | $2.00M | Feb 13, 2024 | stock based comp |
| Byrne Timothy Officer | Aug 22, 2023 | 5,000 | $1.06M | Aug 22, 2023 | stock based comp |
| Byrne Timothy Officer | May 19, 2023 | 7,600 | $1.41M | May 19, 2023 | Stock based compensation |