Skip to main content

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 $2.96B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in USA Rare Earth, Inc. as of Dec 31, 2023. 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
47
0 vs. Q3 2023
Shares held
23.1M
+4.00M (+20.9%) vs. Q3 2023
Total value
$238.9M
+$43.5M (+22.3%) vs. Q3 2023
New holders
7
10 more added
Sold out
7
9 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 47 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 50 institutionsQ4 2023: 47 institutionsQ1 2024: 51 institutionsQ2 2024: 45 institutionsQ3 2024: 46 institutionsQ4 2024: 8 institutionsQ1 2025: 15 institutionsQ2 2025: 46 institutionsQ3 2025: 140 institutionsQ4 2025: 230 institutionsQ1 2026: 318 institutionsQ2 2026: 396 institutions
Value heldQ4 2023: $238.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $198.8MQ4 2023: $238.9MQ1 2024: $242.6MQ2 2024: $244.8MQ3 2024: $254.0MQ4 2024: $19.1MQ1 2025: $13.3MQ2 2025: $139.7MQ3 2025: $535.8MQ4 2025: $761.2MQ1 2026: $1.94BQ2 2026: $2.96B
Institutions holding USAR and their total value by quarter
QuarterHoldersValue
Q2 2026396$2.96B
Q1 2026318$1.94B
Q4 2025230$761.2M
Q3 2025140$535.8M
Q2 202546$139.7M
Q1 202515$13.3M
Q4 20248$19.1M
Q3 202446$254.0M
Q2 202445$244.8M
Q1 202451$242.6M
Q4 202347$238.9M
Q3 202350$198.8M
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q3 2023.

Institutions holding USAR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HGC Investment Management Inc.2,425,000$25.1M7.27%+2,425,000New
Schechter Investment Advisors, LLC1,988,812$20.5M1.78%+1,957,962+6,346.7%Added
Polar Asset Management Partners Inc.1,500,000$15.5M0.42%00.0%Unchanged
Periscope Capital Inc.1,290,200$13.3M2.25%−200,000−13.4%Reduced
Vivaldi Asset Management, LLC1,203,007$12.4M0.95%+267,159+28.5%Added
Karpus Management, Inc.1,134,300$11.7M0.36%+124,200+12.3%Added
Kim, LLC1,100,000$11.4M1.16%+350,000+46.7%Added
MMCAP International Inc. SPC1,000,000$10.4M1.90%00.0%Unchanged
Aristeia Capital LLC1,000,000$10.3M0.42%00.0%Unchanged
Linden Advisors LP1,000,000$10.3M0.10%00.0%Unchanged
Wealthspring Capital LLC900,838$9.31M12.18%+875,918+3,514.9%Added
Radcliffe Capital Management, L.P.747,026$7.72M1.03%−2,974−0.4%Reduced
Cowen and Company, LLC571,538$5.90M0.39%−123,416−17.8%Reduced
Fir Tree Capital Management LP568,284$5.87M1.29%−181,716−24.2%Reduced
Bulldog Investors, LLP567,297$5.86M1.93%+422,021+290.5%Added
Two Sigma Investments, LP550,000$5.68M0.01%00.0%Unchanged
CNH Partners LLC499,998$5.16M0.21%00.0%Unchanged
Glazer Capital, LLC499,468$5.16M0.53%+38,464+8.3%Added
Westchester Capital Management, LLC465,611$4.81M0.19%00.0%Unchanged
P Schoenfeld Asset Management LP462,077$4.77M1.33%−479,982−51.0%Reduced
Exos TFP Holdings LLC336,478$3.48M2.15%00.0%Unchanged
Cohanzick Management, LLC310,460$3.21M1.97%+60,000+24.0%Added
Deutsche Bank AG276,000$2.85M0.00%00.0%Unchanged
Flow State Investments, L.P.275,000$2.84M0.96%−25,000−8.3%Reduced
Centiva Capital, LP250,000$2.58M0.16%00.0%Unchanged
Alberta Investment Management Corp250,000$2.58M0.02%+250,000New
Picton Mahoney Asset Management250,000$2.58M0.12%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys244,024$2.52M0.02%00.0%Unchanged
UBS Oconnor LLC206,973$2.14M0.07%−93,027−31.0%Reduced
Rivernorth Capital Management, LLC164,920$1.70M0.08%−46,592−22.0%Reduced
Mint Tower Capital Management B.V.150,000$1.55M0.48%00.0%Unchanged
Moore Capital Management, LP150,000$1.55M0.04%00.0%Unchanged
Verition Fund Management LLC150,000$1.55M0.02%00.0%Unchanged
Berkley W R Corp148,876$1.54M0.11%00.0%Unchanged
D. E. Shaw & Co., Inc.138,823$1.43M0.00%+103,223+290.0%Added
Condor Capital Management51,483$531.8K0.06%+51,483New
Deltec Asset Management LLC50,000$516.5K0.12%00.0%Unchanged
Sage Rock Capital Management LP50,000$516.5K1.99%00.0%Unchanged
Caas Capital Management LP50,000$516.5K0.49%00.0%Unchanged
Evercore Wealth Management, LLC33,630$347.4K0.01%+33,630New
PenderFund Capital Management Ltd.25,000$342.2K0.11%00.0%Unchanged
TrueMark Investments, LLC23,374$241.5K0.24%+23,374New
Firethorn Wealth Partners, LLC19,470$201.1K0.13%+19,470New
Captrust Financial Advisors18,116$187.1K0.00%+18,116New
Robinson Capital Management, LLC16,210$168.3K0.06%+6,210+62.1%Added
Morgan Stanley2,059$21.3K0.00%00.0%Unchanged
Clear Street LLC1,933$20.0K0.00%−115,752−98.4%Reduced
Citadel Advisors LLC0$00.00%−1,500,000−100.0%Sold out
Quarry LP0$00.00%−100,000−100.0%Sold out
Spartan Fund Management Inc.0$00.00%−74,750−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−36,584−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−25,000−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−13,760−100.0%Sold out
Toroso Investments, LLC0$00.00%−10,000−100.0%Sold out
Terrapin Asset Management, LLC––––Not filed
Gritstone Asset Management LLC––––Not filed
Chanos & Co LP––––Not filed