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USA Rare Earth, Inc.

USAR
Exchange
Nasdaq
Industry
Metal Mining
SEC CIK
0001970622

In the last 90 days, USA Rare Earth, Inc. insiders filed 0 open-market purchases and 1 sale; 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.

Q4 2024 vs. Q3 2024

How the institutions holding USA Rare Earth, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of USAR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4618−37
Shares23.6M50.0K1.66M−21.9M (−92.9%)
Value$254.0M$537.5K$19.1M−$234.3M (−92.5%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held USA Rare Earth, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to USAR in Q4 2024
InstitutionSharesValue% of portfolio
Newtyn Management, LLC700,000$8.04M1.40%
Harraden Circle Investments, LLC700,000$8.04M6.39%

Sold out (39)

Institutions that held USA Rare Earth, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of USAR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Westchester Capital Management, LLC2,467,793$26.5M
Mizuho Securities USA LLC2,000,100$21.4M
Vivaldi Asset Management, LLC1,455,719$15.6M
Cowen and Company, LLC1,451,258$15.6M
CNH Partners LLC1,319,758$14.2M
Berkley W R Corp1,205,131$13.0M
Picton Mahoney Asset Management1,125,000$12.1M
Schechter Investment Advisors, LLC1,044,888$11.2M
Aristeia Capital LLC1,000,000$10.8M
Linden Advisors LP1,000,000$10.7M
Wolverine Asset Management LLC979,917$10.5M
D. E. Shaw & Co., Inc.963,823$10.4M
Karpus Management, Inc.776,098$8.34M
Polar Asset Management Partners Inc.700,000$7.53M
Centiva Capital, LP634,645$6.82M
Two Sigma Investments, LP550,000$5.91M
Bulldog Investors, LLP526,008$5.65M
MMCAP International Inc. SPC500,000$5.38M
Glazer Capital, LLC471,493$5.07M
Shaolin Capital Management LLC400,000$4.30M
Commonwealth of Pennsylvania Public School Empls Retrmt Sys344,024$3.70M
Meteora Capital, LLC316,023$3.40M
Wealthspring Capital LLC284,590$3.06M
Alberta Investment Management Corp250,000$2.69M
UBS Oconnor LLC200,496$2.15M
Mint Tower Capital Management B.V.150,000$1.61M
Moore Capital Management, LP150,000$1.61M
Alpine Global Management, LLC150,000$1.61M
Rivernorth Capital Management, LLC149,546$1.61M
Radcliffe Capital Management, L.P.148,193$1.59M
HGC Investment Management Inc.125,000$1.34M
Fir Tree Capital Management LP80,322$862.7K
Susquehanna International Group, LLP61,405$659.5K
Deltec Asset Management LLC50,000$537.5K
PenderFund Capital Management Ltd.25,000$363.1K
Condor Capital Management18,399$197.8K
Robinson Capital Management, LLC10,590$113.8K
Tower Research Capital LLC (TRC)429$4.61K
Thomas J. Herzfeld Advisors, Inc.180$1.94K

Not filed for Q4 2024 yet (1)

Institutions that held USA Rare Earth, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding USAR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Sage Rock Capital Management LP50,000$537.5K