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, Q1 2025
Institutional positions in USA Rare Earth, Inc. as of Mar 31, 2025. 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
- 15
- +7 vs. Q4 2024
- Shares held
- 1.66M
- −8.95K (−0.5%) vs. Q4 2024
- Total value
- $13.3M
- −$5.77M (−30.2%) vs. Q4 2024
- New holders
- 10
- 2 more added
- Sold out
- 3
- 2 more reduced
Compare with Q4 2024: 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 | $2.96B |
| Q1 2026 | 318 | $1.94B |
| Q4 2025 | 230 | $761.2M |
| Q3 2025 | 140 | $535.8M |
| Q2 2025 | 46 | $139.7M |
| Q1 2025 | 15 | $13.3M |
| Q4 2024 | 8 | $19.1M |
| Q3 2024 | 46 | $254.0M |
| Q2 2024 | 45 | $244.8M |
| Q1 2024 | 51 | $242.6M |
| Q4 2023 | 47 | $238.9M |
| Q3 2023 | 50 | $198.8M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newtyn Management, LLC | 692,650 | $7.62M | 1.21% | −7,350−1.1% | Reduced |
| Harraden Circle Investments, LLC | 718,474 | $4.27M | 1.94% | +18,474+2.6% | Added |
| UBS Group AG | 83,660 | $496.9K | 0.00% | +46,300+123.9% | Added |
| HRT Financial LP | 53,738 | $319.0K | 0.00% | +53,738 | New |
| Bank of America Corp | 42,907 | $254.9K | 0.00% | +42,907 | New |
| Geode Capital Management, LLC | 25,745 | $152.9K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 24,450 | $145.2K | 0.02% | +24,450 | New |
| Morgan Stanley | 6,805 | $40.4K | 0.00% | −2,593−27.6% | Reduced |
| JPMorgan Chase & Co | 3,102 | $18.4K | 0.00% | +3,102 | New |
| CoreCap Advisors, LLC | 2,000 | $11.9K | 0.00% | +2,000 | New |
| IFP Advisors, Inc | 1,000 | $5.94K | 0.00% | +1,000 | New |
| GWM Advisors LLC | 900 | $5.35K | 0.00% | +900 | New |
| Wells Fargo & Company | 200 | $1.19K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 25 | $149 | 0.00% | +25 | New |
| Royal Bank of Canada | 50 | $0 | 0.00% | +50 | New |
| Deutsche Bank AG | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Periscope Capital Inc. | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |