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, Q3 2025
Institutional positions in USA Rare Earth, Inc. as of Sep 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
- 140
- +94 vs. Q2 2025
- Shares held
- 31.2M
- +18.4M (+144.0%) vs. Q2 2025
- Total value
- $535.8M
- +$396.1M (+283.5%) vs. Q2 2025
- New holders
- 101
- 27 more added
- Sold out
- 7
- 6 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 12,799,325 | $219.0M | 0.66% | +3,909,455+44.0% | Added |
| State Street Corp | 2,820,689 | $48.5M | 0.00% | +2,585,996+1,101.9% | Added |
| Driehaus Capital Management LLC | 2,305,217 | $39.6M | 0.28% | +2,305,217 | New |
| UBS Group AG | 1,155,166 | $19.9M | 0.00% | +1,076,146+1,361.9% | Added |
| BlackRock, Inc. | 1,050,118 | $18.1M | 0.00% | +162,962+18.4% | Added |
| Vanguard Group Inc | 953,198 | $16.4M | 0.00% | +86,134+9.9% | Added |
| Renaissance Technologies LLC | 951,400 | $16.4M | 0.02% | +951,400 | New |
| Altfest L J & Co Inc | 788,477 | $13.6M | 1.51% | +788,477 | New |
| Geode Capital Management, LLC | 693,107 | $11.9M | 0.00% | +39,817+6.1% | Added |
| Group One Trading, L.P. | 558,111 | $9.59M | 0.29% | +558,111 | New |
| Citadel Advisors LLC | 545,243 | $9.37M | 0.01% | +527,400+2,955.8% | Added |
| Susquehanna International Group, LLP | 491,351 | $8.45M | 0.01% | +454,448+1,231.5% | Added |
| Tudor Investment Corp Et Al | 483,081 | $8.30M | 0.05% | +483,081 | New |
| Millennium Management LLC | 463,392 | $7.97M | 0.01% | +463,392 | New |
| Morgan Stanley | 383,790 | $6.60M | 0.00% | +320,963+510.9% | Added |
| Charles Schwab Investment Management Inc | 347,371 | $5.97M | 0.00% | +30,918+9.8% | Added |
| Bank of America Corp | 347,086 | $5.97M | 0.00% | +104,360+43.0% | Added |
| Russell Investments Group, Ltd. | 259,615 | $4.46M | 0.01% | +259,615 | New |
| Sovran Advisors, LLC | 222,924 | $4.39M | 0.39% | +222,924 | New |
| HITE Hedge Asset Management LLC | 231,080 | $3.97M | 0.22% | +231,080 | New |
| Kestra Advisory Services, LLC | 208,328 | $3.58M | 0.02% | +208,328 | New |
| Calamos Advisors LLC | 190,962 | $3.28M | 0.01% | +190,962 | New |
| LPL Financial LLC | 180,946 | $3.11M | 0.00% | +137,429+315.8% | Added |
| Greenwich Wealth Management LLC | 135,640 | $2.33M | 0.12% | +135,640 | New |
| Janney Montgomery Scott LLC | 130,110 | $2.24M | 0.01% | +130,110 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 121,073 | $2.08M | 0.00% | +121,073 | New |
| Northern Trust Corp | 120,604 | $2.07M | 0.00% | +14,860+14.1% | Added |
| Simplex Trading, LLC | 114,913 | $1.98M | 0.04% | +85,231+287.1% | Added |
| Balyasny Asset Management LLC | 87,537 | $1.50M | 0.00% | +87,537 | New |
| Jane Street Group, LLC | 85,814 | $1.48M | 0.00% | +85,814 | New |
| Wexford Capital LP | 70,200 | $1.21M | 0.36% | +70,200 | New |
| Private Advisor Group, LLC | 67,868 | $1.17M | 0.01% | +67,868 | New |
| Cetera Investment Advisers | 64,533 | $1.11M | 0.00% | +64,533 | New |
| Mutual Advisors, LLC | 45,618 | $1.10M | 0.02% | +45,618 | New |
| Guild Investment Management, Inc. | 62,820 | $1.08M | 0.86% | +62,820 | New |
| Wolverine Trading, LLC | 61,269 | $1.07M | 0.02% | +49,329+413.1% | Added |
| Walleye Trading LLC | 61,669 | $1.06M | 0.02% | +61,669 | New |
| Farther Finance Advisors, LLC | 58,453 | $1.00M | 0.02% | +58,449+1,461,225.0% | Added |
| Invesco Ltd. | 53,994 | $928.2K | 0.00% | +53,994 | New |
| Advisory Services Network, LLC | 52,366 | $900.2K | 0.01% | +1,032+2.0% | Added |
| Sender Co & Partners, Inc. | 48,358 | $831.3K | 0.32% | +48,358 | New |
| Voleon Capital Management LP | 47,370 | $814.3K | 0.02% | +47,370 | New |
| Royal Bank of Canada | 46,977 | $807.0K | 0.00% | +46,458+8,951.4% | Added |
| Financial Sense Advisors, Inc. | 46,000 | $790.7K | 0.15% | +46,000 | New |
| JPMorgan Chase & Co | 42,687 | $733.8K | 0.00% | +42,687 | New |
| PEAK6 LLC | 41,479 | $713.0K | 0.02% | +41,479 | New |
| Darwin Advisors, LLC | 40,321 | $693.1K | 0.22% | +40,321 | New |
| XTX Topco Ltd | 39,883 | $685.6K | 0.04% | +39,883 | New |
| Cinctive Capital Management LP | 37,547 | $645.4K | 0.03% | +37,547 | New |
| Swiss National Bank | 37,300 | $641.2K | 0.00% | +37,300 | New |
| Quadrature Capital Ltd | 34,645 | $595.5K | 0.01% | +34,645 | New |
| Wells Fargo & Company | 34,205 | $588.0K | 0.00% | +27,780+432.4% | Added |
| Pier 88 Investment Partners LLC | 33,860 | $582.1K | 0.11% | −19,800−36.9% | Reduced |
| Concentric Capital Strategies, LP | 33,714 | $579.5K | 0.03% | +33,714 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 33,417 | $574.4K | 0.12% | +33,417 | New |
| Rockefeller Capital Management L.P. | 32,962 | $566.6K | 0.00% | +32,962 | New |
| Goldman Sachs Group Inc | 31,630 | $543.7K | 0.00% | +31,630 | New |
| Omers Administration Corp | 30,800 | $529.5K | 0.00% | +30,800 | New |
| Lighthouse Investment Partners, LLC | 30,000 | $515.7K | 0.02% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 28,516 | $490.2K | 0.16% | +28,516 | New |
| Massar Capital Management, LP | 27,000 | $464.1K | 0.17% | +27,000 | New |
| Commonwealth Equity Services, LLC | 24,923 | $428.0K | 0.00% | +24,923 | New |
| Jefferies Financial Group Inc. | 22,500 | $386.8K | 0.00% | +22,500 | New |
| Advisor Group Holdings, Inc. | 23,533 | $377.8K | 0.00% | +20,093+584.1% | Added |
| NorthRock Partners, LLC | 21,600 | $371.3K | 0.01% | +21,600 | New |
| Quantbot Technologies LP | 21,470 | $369.1K | 0.01% | +21,470 | New |
| Winton Group Ltd | 20,800 | $357.6K | 0.01% | +20,800 | New |
| UBS Asset Management Americas Inc | 20,200 | $347.2K | 0.00% | +20,200 | New |
| Formula Growth Ltd | 20,000 | $343.8K | 0.12% | +20,000 | New |
| Legal & General Group Plc | 18,129 | $311.6K | 0.00% | +18,129 | New |
| California State Teachers Retirement System | 16,598 | $285.3K | 0.00% | +16,598 | New |
| Verition Fund Management LLC | 16,569 | $284.8K | 0.00% | +16,569 | New |
| Wealth Enhancement Advisory Services, LLC | 10,034 | $283.7K | 0.00% | +10,034 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,869 | $272.8K | 0.00% | +15,869 | New |
| Diametric Capital, LP | 15,489 | $266.3K | 0.10% | +2,070+15.4% | Added |
| Griffin Asset Management, Inc. | 15,106 | $259.7K | 0.03% | +15,106 | New |
| IHT Wealth Management, LLC | 15,100 | $259.6K | 0.01% | +15,100 | New |
| Engineers Gate Manager LP | 14,672 | $252.2K | 0.00% | +14,672 | New |
| Jump Financial, LLC | 14,541 | $250.0K | 0.00% | +14,541 | New |
| Gotham Asset Management, LLC | 14,329 | $246.3K | 0.00% | +14,329 | New |
| Snowden Capital Advisors LLC | 14,268 | $245.3K | 0.01% | +14,268 | New |
| Raymond James Financial Inc | 14,172 | $243.6K | 0.00% | −6,212−30.5% | Reduced |
| Global Retirement Partners, LLC | 13,893 | $238.8K | 0.01% | +13,648+5,570.6% | Added |
| Quantinno Capital Management LP | 13,000 | $223.5K | 0.00% | +13,000 | New |
| SG Americas Securities, LLC | 12,899 | $222.0K | 0.00% | +12,899 | New |
| Bank of New York Mellon Corp | 12,512 | $215.1K | 0.00% | +12,512 | New |
| IFP Advisors, Inc | 12,437 | $213.8K | 0.01% | +12,437 | New |
| Black Swift Group, LLC | 12,000 | $206.3K | 0.04% | +12,000 | New |
| Sequoia Financial Advisors, LLC | 11,930 | $205.1K | 0.00% | +11,930 | New |
| Creative Planning | 11,720 | $201.5K | 0.00% | +11,720 | New |
| Manufacturers Life Insurance Company, The | 11,509 | $197.8K | 0.00% | +11,509 | New |
| Apollon Wealth Management, LLC | 10,110 | $173.8K | 0.00% | +10,110 | New |
| StoneX Group Inc. | 10,001 | $171.9K | 0.01% | +10,001 | New |
| Kercheville Advisors, LLC | 10,000 | $171.9K | 0.05% | +10,000 | New |
| FNY Investment Advisers, LLC | 9,142 | $157.0K | 0.05% | +8,072+754.4% | Added |
| Jones Financial Companies LLLP | 8,065 | $139.7K | 0.00% | +7,715+2,204.3% | Added |
| Citigroup Inc | 5,531 | $95.1K | 0.00% | −3,027−35.4% | Reduced |
| SBI Securities Co., Ltd. | 4,586 | $78.8K | 0.00% | +1,949+73.9% | Added |
| KLP Kapitalforvaltning AS | 4,000 | $68.8K | 0.00% | +4,000 | New |
| Barclays PLC | 3,270 | $56.2K | 0.00% | +3,270 | New |