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.
13F holders, Q2 2026
Institutional positions in USA Rare Earth, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 396
- +81 vs. Q1 2026
- Shares held
- 138.2M
- +10.6M (+8.3%) vs. Q1 2026
- Total value
- $2.97B
- +$1.02B (+52.7%) vs. Q1 2026
- New holders
- 125
- 150 more added
- Sold out
- 44
- 63 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USAR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 396 | $2.97B |
| Q1 2026 | 318 | $1.94B |
| Q4 2025 | 230 | $761.2M |
| Q3 2025 | 140 | $537.3M |
| Q2 2025 | 46 | $139.7M |
| Q1 2025 | 15 | $13.3M |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; 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 |
| Hood River Capital Management LLC | 3,688,848 | $79.6M | 0.58% | −554,093−13.1% | Reduced |
| Marex Group plc | 2,142,369 | $46.2M | 0.34% | +697,144+48.2% | Added |
| Reaves W H & Co Inc | 2,000,000 | $43.2M | 0.65% | −320,000−13.8% | Reduced |
| JPMorgan Chase & Co | 1,983,632 | $41.9M | 0.00% | +1,744,534+729.6% | Added |
| Citadel Advisors LLC | 1,754,650 | $37.9M | 0.02% | +819,483+87.6% | Added |
| Northern Trust Corp | 1,589,753 | $34.3M | 0.00% | +222,433+16.3% | Added |
| Charles Schwab Investment Management Inc | 1,518,322 | $32.8M | 0.00% | +68,389+4.7% | Added |
| Bank of America Corp | 1,518,145 | $32.8M | 0.00% | +95,219+6.7% | Added |
| Capital World Investors | 1,500,240 | $32.4M | 0.00% | +51,996+3.6% | Added |
| Morgan Stanley | 1,289,496 | $27.8M | 0.00% | +64,737+5.3% | Added |
| Vanguard Fiduciary Trust Co | 1,288,343 | $27.8M | 0.01% | +108,059+9.2% | Added |
| Altfest L J & Co Inc | 1,260,525 | $27.2M | 2.64% | +91,671+7.8% | Added |
| Citigroup Inc | 1,241,161 | $26.8M | 0.01% | −333,716−21.2% | Reduced |
| Zimmer Partners, LP | 1,132,220 | $24.4M | 0.58% | −19,420−1.7% | Reduced |
| Alliancebernstein L.P. | 1,360,770 | $20.6M | 0.01% | −61,500−4.3% | Reduced |
| Artisan Partners Limited Partnership | 953,723 | $20.6M | 0.03% | +953,723 | New |
| Driehaus Capital Management LLC | 942,294 | $20.3M | 0.12% | +246,557+35.4% | Added |
| FMR LLC | 941,643 | $20.3M | 0.00% | +22,611+2.5% | Added |
| Korea Investment CORP | 839,126 | $18.1M | 0.03% | +384,267+84.5% | Added |
| Goldman Sachs Group Inc | 831,650 | $17.9M | 0.00% | −177,496−17.6% | Reduced |
| LMR Partners LLP | 753,676 | $16.3M | 0.12% | −2000.0% | Reduced |
| Yaupon Capital Management LP | 700,000 | $15.1M | 0.50% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 626,036 | $13.5M | 0.00% | +107,363+20.7% | Added |
| Nomura Asset Management Co Ltd | 616,767 | $13.3M | 0.03% | +616,767 | New |
| Nuveen, LLC | 610,832 | $13.2M | 0.00% | +108,921+21.7% | Added |
| LPL Financial LLC | 579,111 | $12.5M | 0.00% | +260,680+81.9% | Added |
| Squarepoint Ops LLC | 546,156 | $11.8M | 0.02% | +511,167+1,460.9% | Added |
| T. Rowe Price Investment Management, Inc. | 518,388 | $11.2M | 0.01% | +518,388 | New |
| Ghisallo Capital Management LLC | 500,000 | $10.8M | 0.21% | 00.0% | Unchanged |
| Trustees of the University of Pennsylvania | 493,094 | $10.6M | 10.21% | −4,361,876−89.8% | Reduced |
| Invesco Ltd. | 472,417 | $10.2M | 0.00% | −185,792−28.2% | Reduced |
| UNICOM Systems, Inc. | 459,374 | $9.91M | 0.65% | 00.0% | Unchanged |
| Wells Fargo & Company | 438,308 | $9.46M | 0.00% | +151,846+53.0% | Added |
| Millennium Management LLC | 417,669 | $9.01M | 0.01% | −48,381−10.4% | Reduced |
| Hohimer Wealth Management, LLC | 398,900 | $8.61M | 0.89% | +9,300+2.4% | Added |
| New York State Common Retirement Fund | 357,854 | $7.72M | 0.01% | +299,954+518.1% | Added |
| Susquehanna International Group, LLP | 355,314 | $7.67M | 0.01% | +138,760+64.1% | Added |
| Swiss National Bank | 349,900 | $7.55M | 0.00% | +199,400+132.5% | Added |
| Clear Street Group Inc. | 345,975 | $7.47M | 0.02% | +45,866+15.3% | Added |
| Rokos Capital Management LLP | 345,985 | $7.46M | 0.09% | +345,985 | New |
| American Century Companies Inc | 326,397 | $7.04M | 0.00% | +326,397 | New |
| Ameriprise Financial Inc | 288,851 | $6.25M | 0.00% | +3,047+1.1% | Added |
| Weiss Asset Management LP | 269,480 | $5.82M | 0.07% | −860,520−76.2% | Reduced |
| UBS Asset Management Americas Inc | 258,383 | $5.58M | 0.00% | +131,219+103.2% | Added |
| SIR Capital Management, L.P. | 250,414 | $5.40M | 0.62% | +166,914+199.9% | Added |
| Sound Capital Solutions LLC | 250,000 | $5.39M | 1.26% | +250,000 | New |
| Texas Yale Capital Corp. | 245,350 | $5.29M | 0.11% | +1,500+0.6% | Added |
| Rhumbline Advisers | 243,567 | $5.26M | 0.00% | +32,130+15.2% | Added |
| Deutsche Bank AG | 241,698 | $5.22M | 0.00% | +88,756+58.0% | Added |
| Alps Advisors Inc | 233,067 | $5.03M | 0.02% | +233,067 | New |
| Cambridge Investment Research Advisors, Inc. | 230,444 | $4.97M | 0.01% | +136,391+145.0% | Added |
| Sovran Advisors, LLC | 339,133 | $4.77M | 0.36% | −117,787−25.8% | Reduced |
| Himension Fund | 216,562 | $4.67M | 0.29% | +80,050+58.6% | Added |
| Sender Co & Partners, Inc. | 216,120 | $4.66M | 1.97% | +216,120 | New |
| California State Teachers Retirement System | 200,935 | $4.34M | 0.00% | +84,887+73.1% | Added |
| D. E. Shaw & Co., Inc. | 200,694 | $4.33M | 0.00% | +88,491+78.9% | Added |
| Raymond James Financial Inc | 192,461 | $4.15M | 0.00% | +87,945+84.1% | Added |
| SEI Investments Co | 191,978 | $4.14M | 0.00% | −84,841−30.6% | Reduced |
| Simplex Trading, LLC | 187,412 | $4.04M | 0.11% | +179,190+2,179.4% | Added |
| Bridgewater Associates, LP | 186,950 | $4.03M | 0.02% | +12,486+7.2% | Added |
| IMC-Chicago, LLC | 184,431 | $3.98M | 0.04% | +184,431 | New |
| Group One Trading, L.P. | 183,635 | $3.96M | 0.11% | +35,188+23.7% | Added |
| PFG Investments, LLC | 171,047 | $3.69M | 0.14% | +71,203+71.3% | Added |
| Jennison Associates LLC | 162,787 | $3.51M | 0.00% | +740+0.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 162,223 | $3.50M | 0.13% | +125,223+338.4% | Added |
| Jupiter Topco LLC | 162,134 | $3.50M | 0.00% | +162,134 | New |
| Verition Fund Management LLC | 158,410 | $3.42M | 0.02% | +57,290+56.7% | Added |
| ArrowMark Colorado Holdings LLC | 157,634 | $3.40M | 0.14% | +157,634 | New |
| Legal & General Group Plc | 146,306 | $3.16M | 0.00% | +81,429+125.5% | Added |
| Blair William & Co | 137,363 | $2.96M | 0.01% | +9,042+7.0% | Added |
| Longaeva Partners L.P. | 124,687 | $2.69M | 0.08% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 122,041 | $2.63M | 0.00% | +72,696+147.3% | Added |
| Man Group plc | 118,737 | $2.56M | 0.00% | +118,737 | New |
| MetLife Investment Management | 113,370 | $2.45M | 0.01% | +12,802+12.7% | Added |
| Manufacturers Life Insurance Company, The | 110,673 | $2.39M | 0.00% | +12,871+13.2% | Added |
| MML Investors Services, LLC | 104,823 | $2.26M | 0.00% | −13,227−11.2% | Reduced |
| Cantor Fitzgerald, L. P. | 104,400 | $2.25M | 0.02% | +87,300+510.5% | Added |
| Credit Agricole S A | 102,000 | $2.20M | 0.01% | +102,000 | New |
| Jones Financial Companies LLLP | 105,836 | $2.17M | 0.00% | +39,237+58.9% | Added |
| Acasta Partners UK LLP | 97,900 | $2.11M | 1.12% | +97,900 | New |
| Royal Bank of Canada | 93,575 | $2.02M | 0.00% | −4,824−4.9% | Reduced |
| Mfg Wealth Management, Inc. | 92,393 | $1.99M | 1.43% | −3,126−3.3% | Reduced |
| Voya Investment Management LLC | 91,265 | $1.97M | 0.00% | +59,805+190.1% | Added |
| International Assets Investment Management, LLC | 96,793 | $1.93M | 0.12% | +13,888+16.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 89,089 | $1.92M | 0.00% | +2,630+3.0% | Added |
| Main Management ETF Advisors, LLC | 86,178 | $1.86M | 0.06% | +86,178 | New |
| Cetera Investment Advisers | 85,137 | $1.84M | 0.00% | +32,242+61.0% | Added |
| Advisor Group Holdings, Inc. | 82,538 | $1.78M | 0.00% | +10,762+15.0% | Added |
| Creative Planning | 81,706 | $1.76M | 0.00% | +35,872+78.3% | Added |
| one8zero8, LLC | 81,400 | $1.76M | 0.35% | +60,450+288.5% | Added |