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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 40 | $0 | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 4 | $44 | 0.00% | +4 | New |
| Strategic Wealth Partners, Ltd. | 66 | $723 | 0.00% | +66 | New |
| South State Corp. | 100 | $1.10K | 0.00% | +100 | New |
| MAI Capital Management | 210 | $2.30K | 0.00% | +210 | New |
| Global Retirement Partners, LLC | 245 | $2.68K | 0.00% | +245 | New |
| Jones Financial Companies LLLP | 350 | $3.92K | 0.00% | +350 | New |
| Cedar Mountain Advisors, LLC | 400 | $4.38K | 0.00% | +400 | New |
| Salem Investment Counselors Inc | 500 | $5.48K | 0.00% | +500 | New |
| Royal Bank of Canada | 519 | $6.00K | 0.00% | +469+938.0% | Added |
| National Bank of Canada | 1,000 | $10.9K | 0.00% | +1,000 | New |
| Golden State Wealth Management, LLC | 1,000 | $11.0K | 0.00% | +1,000 | New |
| FNY Investment Advisers, LLC | 1,070 | $11.0K | 0.00% | +1,070 | New |
| Tower Research Capital LLC (TRC) | 2,168 | $23.8K | 0.00% | +2,168 | New |
| GWM Advisors LLC | 2,324 | $25.5K | 0.00% | +1,424+158.2% | Added |
| SBI Securities Co., Ltd. | 2,637 | $28.9K | 0.00% | +2,612+10,448.0% | Added |
| Advisor Group Holdings, Inc. | 3,440 | $37.7K | 0.00% | +3,440 | New |
| Belvedere Trading LLC | 6,353 | $69.6K | 0.01% | +6,353 | New |
| Wells Fargo & Company | 6,425 | $70.4K | 0.00% | +6,225+3,112.5% | Added |
| CIBC Private Wealth Group, LLC | 8,010 | $87.8K | 0.00% | +8,010 | New |
| Citigroup Inc | 8,558 | $93.8K | 0.00% | +8,558 | New |
| Mercer Global Advisors Inc | 10,592 | $116.0K | 0.00% | +10,592 | New |
| Wolverine Trading, LLC | 11,940 | $133.5K | 0.00% | +11,940 | New |
| LMR Partners LLP | 13,221 | $144.8K | 0.00% | +13,221 | New |
| Diametric Capital, LP | 13,419 | $147.0K | 0.08% | +13,419 | New |
| Citadel Advisors LLC | 17,843 | $195.5K | 0.00% | +17,843 | New |
| Raymond James Financial Inc | 20,384 | $223.3K | 0.00% | +20,384 | New |
| International Assets Investment Management, LLC | 20,810 | $250.1K | 0.02% | +20,810 | New |
| MMCAP International Inc. SPC | 23,800 | $260.7K | 0.03% | +23,800 | New |
| Titleist Asset Management, LLC | 29,380 | $321.9K | 0.03% | +4,930+20.2% | Added |
| Simplex Trading, LLC | 29,682 | $325.0K | 0.01% | +29,682 | New |
| Lighthouse Investment Partners, LLC | 30,000 | $328.6K | 0.01% | +30,000 | New |
| Susquehanna International Group, LLP | 36,903 | $404.3K | 0.00% | +36,903 | New |
| LPL Financial LLC | 43,517 | $476.7K | 0.00% | +43,517 | New |
| Pier 88 Investment Partners LLC | 53,660 | $587.8K | 0.11% | +53,660 | New |
| Advisory Services Network, LLC | 51,334 | $652.5K | 0.01% | +51,334 | New |
| Morgan Stanley | 62,827 | $688.3K | 0.00% | +56,022+823.2% | Added |
| UBS Group AG | 79,020 | $865.7K | 0.00% | −4,640−5.5% | Reduced |
| Northern Trust Corp | 105,744 | $1.16M | 0.00% | +105,744 | New |
| State Street Corp | 234,693 | $2.57M | 0.00% | +234,693 | New |
| Bank of America Corp | 242,726 | $2.66M | 0.00% | +199,819+465.7% | Added |
| Charles Schwab Investment Management Inc | 316,453 | $3.47M | 0.00% | +316,453 | New |
| Geode Capital Management, LLC | 653,290 | $7.16M | 0.00% | +627,545+2,437.5% | Added |
| Vanguard Group Inc | 867,064 | $9.50M | 0.00% | +867,064 | New |
| BlackRock, Inc. | 887,156 | $9.72M | 0.00% | +887,156 | New |
| Alyeska Investment Group, L.P. | 8,889,870 | $96.9M | 0.34% | +8,889,870 | 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 |