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, Q2 2025
Institutional positions in USA Rare Earth, Inc. as of Jun 30, 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
- 46
- +31 vs. Q1 2025
- Shares held
- 12.8M
- +11.1M (+672.5%) vs. Q1 2025
- Total value
- $139.7M
- +$126.4M (+947.6%) vs. Q1 2025
- New holders
- 37
- 8 more added
- Sold out
- 6
- 1 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 8,889,870 | $96.9M | 0.34% | +8,889,870 | New |
| BlackRock, Inc. | 887,156 | $9.72M | 0.00% | +887,156 | New |
| Vanguard Group Inc | 867,064 | $9.50M | 0.00% | +867,064 | New |
| Geode Capital Management, LLC | 653,290 | $7.16M | 0.00% | +627,545+2,437.5% | Added |
| Charles Schwab Investment Management Inc | 316,453 | $3.47M | 0.00% | +316,453 | New |
| Bank of America Corp | 242,726 | $2.66M | 0.00% | +199,819+465.7% | Added |
| State Street Corp | 234,693 | $2.57M | 0.00% | +234,693 | New |
| Northern Trust Corp | 105,744 | $1.16M | 0.00% | +105,744 | New |
| UBS Group AG | 79,020 | $865.7K | 0.00% | −4,640−5.5% | Reduced |
| Morgan Stanley | 62,827 | $688.3K | 0.00% | +56,022+823.2% | Added |
| Advisory Services Network, LLC | 51,334 | $652.5K | 0.01% | +51,334 | New |
| Pier 88 Investment Partners LLC | 53,660 | $587.8K | 0.11% | +53,660 | New |
| LPL Financial LLC | 43,517 | $476.7K | 0.00% | +43,517 | New |
| Susquehanna International Group, LLP | 36,903 | $404.3K | 0.00% | +36,903 | New |
| Lighthouse Investment Partners, LLC | 30,000 | $328.6K | 0.01% | +30,000 | New |
| Simplex Trading, LLC | 29,682 | $325.0K | 0.01% | +29,682 | New |
| Titleist Asset Management, LLC | 29,380 | $321.9K | 0.03% | +4,930+20.2% | Added |
| MMCAP International Inc. SPC | 23,800 | $260.7K | 0.03% | +23,800 | New |
| International Assets Investment Management, LLC | 20,810 | $250.1K | 0.02% | +20,810 | New |
| Raymond James Financial Inc | 20,384 | $223.3K | 0.00% | +20,384 | New |
| Citadel Advisors LLC | 17,843 | $195.5K | 0.00% | +17,843 | New |
| Diametric Capital, LP | 13,419 | $147.0K | 0.08% | +13,419 | New |
| LMR Partners LLP | 13,221 | $144.8K | 0.00% | +13,221 | New |
| Wolverine Trading, LLC | 11,940 | $133.5K | 0.00% | +11,940 | New |
| Mercer Global Advisors Inc | 10,592 | $116.0K | 0.00% | +10,592 | New |
| Citigroup Inc | 8,558 | $93.8K | 0.00% | +8,558 | New |
| CIBC Private Wealth Group, LLC | 8,010 | $87.8K | 0.00% | +8,010 | New |
| Wells Fargo & Company | 6,425 | $70.4K | 0.00% | +6,225+3,112.5% | Added |
| Belvedere Trading LLC | 6,353 | $69.6K | 0.01% | +6,353 | New |
| Advisor Group Holdings, Inc. | 3,440 | $37.7K | 0.00% | +3,440 | New |
| SBI Securities Co., Ltd. | 2,637 | $28.9K | 0.00% | +2,612+10,448.0% | Added |
| GWM Advisors LLC | 2,324 | $25.5K | 0.00% | +1,424+158.2% | Added |
| Tower Research Capital LLC (TRC) | 2,168 | $23.8K | 0.00% | +2,168 | New |
| FNY Investment Advisers, LLC | 1,070 | $11.0K | 0.00% | +1,070 | New |
| Golden State Wealth Management, LLC | 1,000 | $11.0K | 0.00% | +1,000 | New |
| National Bank of Canada | 1,000 | $10.9K | 0.00% | +1,000 | New |
| Royal Bank of Canada | 519 | $6.00K | 0.00% | +469+938.0% | Added |
| Salem Investment Counselors Inc | 500 | $5.48K | 0.00% | +500 | New |
| Cedar Mountain Advisors, LLC | 400 | $4.38K | 0.00% | +400 | New |
| Jones Financial Companies LLLP | 350 | $3.92K | 0.00% | +350 | New |
| Global Retirement Partners, LLC | 245 | $2.68K | 0.00% | +245 | New |
| MAI Capital Management | 210 | $2.30K | 0.00% | +210 | New |
| South State Corp. | 100 | $1.10K | 0.00% | +100 | New |
| Strategic Wealth Partners, Ltd. | 66 | $723 | 0.00% | +66 | New |
| Farther Finance Advisors, LLC | 4 | $44 | 0.00% | +4 | New |
| Hazlett, Burt & Watson, Inc. | 40 | $0 | 0.00% | +40 | New |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −692,650−100.0% | Sold out |
| Harraden Circle Investments, LLC | 0 | $0 | 0.00% | −718,474−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −53,738−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |