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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.

Institutional holdersQ3 2025: 140 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 50 institutionsQ4 2023: 47 institutionsQ1 2024: 51 institutionsQ2 2024: 45 institutionsQ3 2024: 46 institutionsQ4 2024: 8 institutionsQ1 2025: 15 institutionsQ2 2025: 46 institutionsQ3 2025: 140 institutionsQ4 2025: 230 institutionsQ1 2026: 318 institutionsQ2 2026: 396 institutions
Value heldQ3 2025: $535.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $198.8MQ4 2023: $238.9MQ1 2024: $242.6MQ2 2024: $244.8MQ3 2024: $254.0MQ4 2024: $19.1MQ1 2025: $13.3MQ2 2025: $139.7MQ3 2025: $535.8MQ4 2025: $761.2MQ1 2026: $1.94BQ2 2026: $2.96B
Institutions holding USAR and their total value by quarter
QuarterHoldersValue
Q2 2026396$2.96B
Q1 2026318$1.94B
Q4 2025230$761.2M
Q3 2025140$535.8M
Q2 202546$139.7M
Q1 202515$13.3M
Q4 20248$19.1M
Q3 202446$254.0M
Q2 202445$244.8M
Q1 202451$242.6M
Q4 202347$238.9M
Q3 202350$198.8M
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q2 2025.

Institutions holding USAR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hazlett, Burt & Watson, Inc.20$00.00%−20−50.0%Reduced
ORG Partners LLC20$3430.00%+20New
FMR LLC25$4300.00%+25New
SRS Capital Advisors, Inc.30$5150.00%+30New
International Assets Investment Management, LLC37,580$5840.00%+16,770+80.6%Added
Strategic Investment Solutions, Inc.50$8600.00%+50New
Steigerwald, Gordon & Koch Inc.60$1.03K0.00%+60New
Strategic Wealth Partners, Ltd.66$1.14K0.00%00.0%Unchanged
South State Corp.100$1.72K0.00%00.0%Unchanged
Toth Financial Advisory Corp100$1.72K0.00%+100New
Pineridge Advisors LLC100$1.72K0.00%+100New
TD Waterhouse Canada Inc.100$1.84K0.00%+100New
US Bancorp120$2.06K0.00%+120New
Massmutual Trust Co FSB130$2.23K0.00%+130New
Tower Research Capital LLC (TRC)179$3.08K0.00%−1,989−91.7%Reduced
Stone House Investment Management, LLC180$3.09K0.00%+180New
MAI Capital Management210$3.61K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC210$3.61K0.00%+210New
Private Trust Co NA250$4.30K0.00%+250New
Aventura Private Wealth, LLC250$4.30K0.00%+250New
Newbridge Financial Services Group, Inc.255$4.38K0.00%+255New
Winch Advisory Services, LLC310$5.33K0.00%+310New
Caitlin John, LLC350$6.02K0.00%+350New
Cedar Mountain Advisors, LLC400$6.88K0.00%00.0%Unchanged
Principal Securities, Inc.480$8.25K0.00%+480New
Salem Investment Counselors Inc500$8.60K0.00%00.0%Unchanged
Sound Income Strategies, LLC311$9.66K0.00%+311New
Allworth Financial LP630$10.8K0.00%+630New
Larson Financial Group LLC659$11.3K0.00%+659New
Aspect Partners, LLC718$12.3K0.01%+718New
GWM Advisors LLC900$15.5K0.00%−1,424−61.3%Reduced
Hurley Capital, LLC1,000$17.2K0.01%+1,000New
Armstrong Advisory Group, Inc1,000$17.2K0.00%+1,000New
CoreCap Advisors, LLC1,087$18.7K0.00%+1,087New
Steward Partners Investment Advisory, LLC1,200$20.6K0.00%+1,200New
Capital Advisors, Ltd. LLC1,245$21.0K0.00%+1,245New
Leonteq Securities AG1,250$21.5K0.00%+1,250New
Signaturefd, LLC1,500$25.8K0.00%+1,500New
Bullock Wealth Management Group1,897$34.9K0.02%+1,897New
National Bank of Canada2,100$36.1K0.00%+1,100+110.0%Added
Barclays PLC3,270$56.2K0.00%+3,270New
KLP Kapitalforvaltning AS4,000$68.8K0.00%+4,000New
SBI Securities Co., Ltd.4,586$78.8K0.00%+1,949+73.9%Added
Citigroup Inc5,531$95.1K0.00%−3,027−35.4%Reduced
Jones Financial Companies LLLP8,065$139.7K0.00%+7,715+2,204.3%Added
FNY Investment Advisers, LLC9,142$157.0K0.05%+8,072+754.4%Added
Kercheville Advisors, LLC10,000$171.9K0.05%+10,000New
StoneX Group Inc.10,001$171.9K0.01%+10,001New
Apollon Wealth Management, LLC10,110$173.8K0.00%+10,110New
Manufacturers Life Insurance Company, The11,509$197.8K0.00%+11,509New
Creative Planning11,720$201.5K0.00%+11,720New
Sequoia Financial Advisors, LLC11,930$205.1K0.00%+11,930New
Black Swift Group, LLC12,000$206.3K0.04%+12,000New
IFP Advisors, Inc12,437$213.8K0.01%+12,437New
Bank of New York Mellon Corp12,512$215.1K0.00%+12,512New
SG Americas Securities, LLC12,899$222.0K0.00%+12,899New
Quantinno Capital Management LP13,000$223.5K0.00%+13,000New
Global Retirement Partners, LLC13,893$238.8K0.01%+13,648+5,570.6%Added
Raymond James Financial Inc14,172$243.6K0.00%−6,212−30.5%Reduced
Snowden Capital Advisors LLC14,268$245.3K0.01%+14,268New
Gotham Asset Management, LLC14,329$246.3K0.00%+14,329New
Jump Financial, LLC14,541$250.0K0.00%+14,541New
Engineers Gate Manager LP14,672$252.2K0.00%+14,672New
IHT Wealth Management, LLC15,100$259.6K0.01%+15,100New
Griffin Asset Management, Inc.15,106$259.7K0.03%+15,106New
Diametric Capital, LP15,489$266.3K0.10%+2,070+15.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,869$272.8K0.00%+15,869New
Wealth Enhancement Advisory Services, LLC10,034$283.7K0.00%+10,034New
Verition Fund Management LLC16,569$284.8K0.00%+16,569New
California State Teachers Retirement System16,598$285.3K0.00%+16,598New
Legal & General Group Plc18,129$311.6K0.00%+18,129New
Formula Growth Ltd20,000$343.8K0.12%+20,000New
UBS Asset Management Americas Inc20,200$347.2K0.00%+20,200New
Winton Group Ltd20,800$357.6K0.01%+20,800New
Quantbot Technologies LP21,470$369.1K0.01%+21,470New
NorthRock Partners, LLC21,600$371.3K0.01%+21,600New
Advisor Group Holdings, Inc.23,533$377.8K0.00%+20,093+584.1%Added
Jefferies Financial Group Inc.22,500$386.8K0.00%+22,500New
Commonwealth Equity Services, LLC24,923$428.0K0.00%+24,923New
Massar Capital Management, LP27,000$464.1K0.17%+27,000New
Verity Asset Management, Inc.28,516$490.2K0.16%+28,516New
Lighthouse Investment Partners, LLC30,000$515.7K0.02%00.0%Unchanged
Omers Administration Corp30,800$529.5K0.00%+30,800New
Goldman Sachs Group Inc31,630$543.7K0.00%+31,630New
Rockefeller Capital Management L.P.32,962$566.6K0.00%+32,962New
Annis Gardner Whiting Capital Advisors, LLC33,417$574.4K0.12%+33,417New
Concentric Capital Strategies, LP33,714$579.5K0.03%+33,714New
Pier 88 Investment Partners LLC33,860$582.1K0.11%−19,800−36.9%Reduced
Wells Fargo & Company34,205$588.0K0.00%+27,780+432.4%Added
Quadrature Capital Ltd34,645$595.5K0.01%+34,645New
Swiss National Bank37,300$641.2K0.00%+37,300New
Cinctive Capital Management LP37,547$645.4K0.03%+37,547New
XTX Topco Ltd39,883$685.6K0.04%+39,883New
Darwin Advisors, LLC40,321$693.1K0.22%+40,321New
PEAK6 LLC41,479$713.0K0.02%+41,479New
JPMorgan Chase & Co42,687$733.8K0.00%+42,687New
Financial Sense Advisors, Inc.46,000$790.7K0.15%+46,000New
Royal Bank of Canada46,977$807.0K0.00%+46,458+8,951.4%Added
Voleon Capital Management LP47,370$814.3K0.02%+47,370New
Sender Co & Partners, Inc.48,358$831.3K0.32%+48,358New