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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 52,366 | $900.2K | 0.01% | +1,032+2.0% | Added |
| Invesco Ltd. | 53,994 | $928.2K | 0.00% | +53,994 | New |
| Farther Finance Advisors, LLC | 58,453 | $1.00M | 0.02% | +58,449+1,461,225.0% | Added |
| Walleye Trading LLC | 61,669 | $1.06M | 0.02% | +61,669 | New |
| Wolverine Trading, LLC | 61,269 | $1.07M | 0.02% | +49,329+413.1% | Added |
| Guild Investment Management, Inc. | 62,820 | $1.08M | 0.86% | +62,820 | New |
| Mutual Advisors, LLC | 45,618 | $1.10M | 0.02% | +45,618 | New |
| Cetera Investment Advisers | 64,533 | $1.11M | 0.00% | +64,533 | New |
| Private Advisor Group, LLC | 67,868 | $1.17M | 0.01% | +67,868 | New |
| Wexford Capital LP | 70,200 | $1.21M | 0.36% | +70,200 | New |
| Jane Street Group, LLC | 85,814 | $1.48M | 0.00% | +85,814 | New |
| Balyasny Asset Management LLC | 87,537 | $1.50M | 0.00% | +87,537 | New |
| Simplex Trading, LLC | 114,913 | $1.98M | 0.04% | +85,231+287.1% | Added |
| Northern Trust Corp | 120,604 | $2.07M | 0.00% | +14,860+14.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 121,073 | $2.08M | 0.00% | +121,073 | New |
| Janney Montgomery Scott LLC | 130,110 | $2.24M | 0.01% | +130,110 | New |
| Greenwich Wealth Management LLC | 135,640 | $2.33M | 0.12% | +135,640 | New |
| LPL Financial LLC | 180,946 | $3.11M | 0.00% | +137,429+315.8% | Added |
| Calamos Advisors LLC | 190,962 | $3.28M | 0.01% | +190,962 | New |
| Kestra Advisory Services, LLC | 208,328 | $3.58M | 0.02% | +208,328 | New |
| HITE Hedge Asset Management LLC | 231,080 | $3.97M | 0.22% | +231,080 | New |
| Sovran Advisors, LLC | 222,924 | $4.39M | 0.39% | +222,924 | New |
| Russell Investments Group, Ltd. | 259,615 | $4.46M | 0.01% | +259,615 | New |
| Bank of America Corp | 347,086 | $5.97M | 0.00% | +104,360+43.0% | Added |
| Charles Schwab Investment Management Inc | 347,371 | $5.97M | 0.00% | +30,918+9.8% | Added |
| Morgan Stanley | 383,790 | $6.60M | 0.00% | +320,963+510.9% | Added |
| Millennium Management LLC | 463,392 | $7.97M | 0.01% | +463,392 | New |
| Tudor Investment Corp Et Al | 483,081 | $8.30M | 0.05% | +483,081 | New |
| Susquehanna International Group, LLP | 491,351 | $8.45M | 0.01% | +454,448+1,231.5% | Added |
| Citadel Advisors LLC | 545,243 | $9.37M | 0.01% | +527,400+2,955.8% | Added |
| Group One Trading, L.P. | 558,111 | $9.59M | 0.29% | +558,111 | New |
| Geode Capital Management, LLC | 693,107 | $11.9M | 0.00% | +39,817+6.1% | Added |
| Altfest L J & Co Inc | 788,477 | $13.6M | 1.51% | +788,477 | New |
| Renaissance Technologies LLC | 951,400 | $16.4M | 0.02% | +951,400 | New |
| Vanguard Group Inc | 953,198 | $16.4M | 0.00% | +86,134+9.9% | Added |
| BlackRock, Inc. | 1,050,118 | $18.1M | 0.00% | +162,962+18.4% | Added |
| UBS Group AG | 1,155,166 | $19.9M | 0.00% | +1,076,146+1,361.9% | Added |
| Driehaus Capital Management LLC | 2,305,217 | $39.6M | 0.28% | +2,305,217 | New |
| State Street Corp | 2,820,689 | $48.5M | 0.00% | +2,585,996+1,101.9% | Added |
| Alyeska Investment Group, L.P. | 12,799,325 | $219.0M | 0.66% | +3,909,455+44.0% | Added |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −29,380−100.0% | Sold out |
| MMCAP International Inc. SPC | 0 | $0 | 0.00% | −23,800−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −13,221−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,592−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −6,353−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |