USA Rare Earth, Inc.
USAR- Exchange
- Nasdaq
- Industry
- Metal Mining
- SEC CIK
- 0001970622
No open-market purchases or sales by USA Rare Earth, Inc. insiders were filed in the last 90 days; 396 institutions reported holding it in 13F filings for Q2 2026, worth $2.97B in total; Soros Fund Management is the only superinvestor holding it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +81 vs. previous quarter
- 396
- 13F valueReported value at the end of Q2 2026
- $2.97B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Superinvestors holding USAR, Q2 2026
1 superinvestor reports holding USA Rare Earth, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Soros Fund Management
George Soros
<0.1%
USA Rare Earth, Inc.'s share of the portfolio
- Shares
- 31,221
- Value
- $673.7K
Latest insider trades
Open-market purchases and sales by USA Rare Earth, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 8, 2026 (view filing) | Jun 8 | Same day | Trabuco CarolynDirector | SSaleCommon Stock, par value $0.0001 per share | −13.0K | $22.77 | −$296.0K | −40.9%18.8K after | |
| Jan 29, 2026 (view filing) | Jan 29 | Same day | Trabuco CarolynDirector | PPurchaseCommon Stock, par value $0.0001 per share | +1.30K | $22.60 | +$29.4K | New position1.30K after | |
| Jan 29, 2026 (view filing) | Jan 29 | Same day | Blitzer MichaelDirector | PPurchaseCommon Stock, par value $0.0001 per share | +100.0K | $21.44 | +$2.14M | +13.4%847.5K after | |
| Aug 15, 2025 (view filing)6:44 PM ET | Aug 13 | 2 days | Blitzer Michael and 1 otherDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −2.09M | $15.75 | −$32.9M | −100.0%0 after | |
| Aug 15, 2025 (view filing)6:44 PM ET | Aug 14 | 1 day | Blitzer Michael and 1 otherDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −3.81M | $5.70 | −$21.7M | –0 after | Derivative |
| Jun 16, 2025 (view filing) | Jun 13 | 3 days | Blitzer MichaelDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −305.7K | $5.50 | −$1.68M | –0 after | Derivative |
| Jun 16, 2025 (view filing) | Jun 13 | 3 days | Blitzer MichaelDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −2.90M | $5.50 | −$15.9M | –0 after | Derivative |
Top 10 13F holders, Q2 2026
The largest institutional positions in USA Rare Earth, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,560,453 | $335.8M | 0.01% | +1,474,835+10.5% | Added |
| State Street Corp | 13,522,226 | $291.8M | 0.01% | +1,456,478+12.1% | Added |
| Alyeska Investment Group, L.P. | 11,290,321 | $243.6M | 0.63% | −5,280,456−31.9% | Reduced |
| UBS Group AG | 8,913,844 | $192.4M | 0.03% | +5,030,029+129.5% | Added |
| Price T Rowe Associates Inc | 8,913,480 | $192.4M | 0.02% | +5,710,125+178.3% | Added |
| Vanguard Capital Management LLC | 8,240,608 | $177.8M | 0.00% | −121,388−1.5% | Reduced |
| Vanguard Portfolio Management LLC | 5,495,447 | $118.6M | 0.01% | +4,087,930+290.4% | Added |
| Geode Capital Management, LLC | 4,858,203 | $104.9M | 0.01% | +540,361+12.5% | Added |
| Bayshore Capital Advisors, LLC | 4,438,785 | $95.8M | 44.72% | −4,304,431−49.2% | Reduced |
| Renaissance Technologies LLC | 3,951,100 | $85.3M | 0.12% | +2,995,722+313.6% | Added |