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, Q4 2025
Institutional positions in USA Rare Earth, Inc. as of Dec 31, 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
- 230
- +92 vs. Q3 2025
- Shares held
- 63.7M
- +32.6M (+104.6%) vs. Q3 2025
- Total value
- $761.2M
- +$226.5M (+42.4%) vs. Q3 2025
- New holders
- 126
- 70 more added
- Sold out
- 34
- 21 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bayshore Capital Advisors, LLC | 8,603,217 | $102.4M | 51.13% | +8,603,217 | New |
| Alyeska Investment Group, L.P. | 7,797,613 | $92.8M | 0.26% | −5,001,712−39.1% | Reduced |
| BlackRock, Inc. | 6,386,077 | $76.0M | 0.00% | +5,335,959+508.1% | Added |
| Vanguard Group Inc | 6,036,486 | $71.8M | 0.00% | +5,083,288+533.3% | Added |
| State Street Corp | 5,032,866 | $59.9M | 0.00% | +2,212,177+78.4% | Added |
| Inflection Point Holdings II LLC | 3,125,000 | $37.2M | 100.00% | +3,125,000 | New |
| Geode Capital Management, LLC | 2,170,097 | $25.8M | 0.00% | +1,476,990+213.1% | Added |
| Bank of America Corp | 1,600,123 | $19.0M | 0.00% | +1,253,037+361.0% | Added |
| Susquehanna International Group, LLP | 1,391,669 | $16.6M | 0.02% | +900,318+183.2% | Added |
| Citigroup Inc | 1,297,394 | $15.4M | 0.01% | +1,291,863+23,356.8% | Added |
| UBS Group AG | 1,279,378 | $15.2M | 0.00% | +124,212+10.8% | Added |
| Jump Financial, LLC | 1,274,189 | $15.2M | 0.19% | +1,259,648+8,662.7% | Added |
| Morgan Stanley | 1,253,579 | $14.9M | 0.00% | +869,789+226.6% | Added |
| Altfest L J & Co Inc | 1,213,854 | $14.4M | 1.58% | +425,377+53.9% | Added |
| Renaissance Technologies LLC | 1,113,000 | $13.2M | 0.02% | +161,600+17.0% | Added |
| Alliancebernstein L.P. | 1,002,005 | $11.9M | 0.00% | +1,002,005 | New |
| Goldman Sachs Group Inc | 913,212 | $10.9M | 0.00% | +881,582+2,787.2% | Added |
| Charles Schwab Investment Management Inc | 787,965 | $9.38M | 0.00% | +440,594+126.8% | Added |
| Sovran Advisors, LLC | 489,707 | $8.22M | 0.70% | +266,783+119.7% | Added |
| Northern Trust Corp | 654,383 | $7.79M | 0.00% | +533,779+442.6% | Added |
| Citadel Advisors LLC | 568,797 | $6.77M | 0.00% | +23,554+4.3% | Added |
| Sender Co & Partners, Inc. | 567,127 | $6.75M | 3.84% | +518,769+1,072.8% | Added |
| HITE Hedge Asset Management LLC | 368,918 | $4.39M | 0.28% | +137,838+59.6% | Added |
| Toronto Dominion Bank | 362,443 | $4.31M | 0.01% | +362,443 | New |
| Hohimer Wealth Management, LLC | 322,300 | $3.84M | 0.52% | +322,300 | New |
| Bridgewater Associates, LP | 273,005 | $3.25M | 0.01% | +273,005 | New |
| Bank of New York Mellon Corp | 268,688 | $3.20M | 0.00% | +256,176+2,047.4% | Added |
| Quadrature Capital Ltd | 264,574 | $3.15M | 0.03% | +229,929+663.7% | Added |
| Texas Yale Capital Corp. | 241,800 | $2.88M | 0.09% | +241,800 | New |
| Wells Fargo & Company | 236,290 | $2.81M | 0.00% | +202,085+590.8% | Added |
| Ameriprise Financial Inc | 208,840 | $2.49M | 0.00% | +208,840 | New |
| D. E. Shaw & Co., Inc. | 205,441 | $2.44M | 0.00% | +205,441 | New |
| Nuveen, LLC | 201,835 | $2.40M | 0.00% | +201,835 | New |
| ExodusPoint Capital Management, LP | 200,371 | $2.38M | 0.03% | +200,371 | New |
| LPL Financial LLC | 195,609 | $2.33M | 0.00% | +14,663+8.1% | Added |
| Barclays PLC | 192,889 | $2.30M | 0.00% | +189,619+5,798.7% | Added |
| Dayah Capital LLC | 183,000 | $2.18M | 1.47% | +183,000 | New |
| Walleye Capital LLC | 175,890 | $2.09M | 0.01% | +175,890 | New |
| SIR Capital Management, L.P. | 152,500 | $1.81M | 0.20% | +152,500 | New |
| Verition Fund Management LLC | 152,327 | $1.81M | 0.01% | +135,758+819.3% | Added |
| Walleye Trading LLC | 150,217 | $1.79M | 0.03% | +88,548+143.6% | Added |
| Baird Financial Group, Inc. | 148,354 | $1.77M | 0.00% | +148,354 | New |
| Jane Street Group, LLC | 136,548 | $1.62M | 0.00% | +50,734+59.1% | Added |
| Janney Montgomery Scott LLC | 134,760 | $1.60M | 0.00% | +4,650+3.6% | Added |
| Jennison Associates LLC | 133,267 | $1.59M | 0.00% | +133,267 | New |
| Polymer Capital Management (US) LLC | 123,734 | $1.47M | 0.19% | +123,734 | New |
| MML Investors Services, LLC | 117,976 | $1.40M | 0.00% | +117,976 | New |
| FNY Investment Advisers, LLC | 115,553 | $1.38M | 0.39% | +106,411+1,164.0% | Added |
| Rhumbline Advisers | 105,588 | $1.26M | 0.00% | +105,588 | New |
| IMC-Chicago, LLC | 104,821 | $1.25M | 0.02% | +104,821 | New |
| LMR Partners LLP | 102,876 | $1.22M | 0.01% | +102,876 | New |
| Group One Trading, L.P. | 102,700 | $1.22M | 0.04% | −455,411−81.6% | Reduced |
| Weaver Capital Management LLC | 100,000 | $1.19M | 0.25% | +100,000 | New |
| Swiss National Bank | 89,800 | $1.07M | 0.00% | +52,500+140.8% | Added |
| 1492 Capital Management LLC | 82,783 | $985.1K | 0.38% | +82,783 | New |
| Kennedy Capital Management, Inc. | 78,424 | $933.2K | 0.02% | +78,424 | New |
| Twinbeech Capital LP | 76,600 | $911.5K | 0.06% | +76,600 | New |
| JPMorgan Chase & Co | 74,779 | $889.9K | 0.00% | +32,092+75.2% | Added |
| Squarepoint Ops LLC | 73,236 | $871.5K | 0.00% | +73,236 | New |
| UBS Asset Management Americas Inc | 72,192 | $859.1K | 0.00% | +51,992+257.4% | Added |
| International Assets Investment Management, LLC | 71,249 | $847.9K | 0.06% | +33,669+89.6% | Added |
| Kercheville Advisors, LLC | 37,200 | $844.8K | 0.22% | +27,200+272.0% | Added |
| P Schoenfeld Asset Management LP | 70,005 | $833.1K | 0.41% | +70,005 | New |
| Virtu Financial LLC | 69,940 | $832.0K | 0.03% | +69,940 | New |
| Invesco Ltd. | 67,592 | $804.3K | 0.00% | +13,598+25.2% | Added |
| Royal Bank of Canada | 67,154 | $798.0K | 0.00% | +20,177+43.0% | Added |
| Counterpoint Mutual Funds LLC | 65,863 | $783.8K | 0.06% | +65,863 | New |
| Blair William & Co | 65,409 | $778.4K | 0.00% | +65,409 | New |
| Deutsche Bank AG | 64,720 | $770.2K | 0.00% | +64,720 | New |
| Quantbot Technologies LP | 64,587 | $768.6K | 0.03% | +43,117+200.8% | Added |
| Price T Rowe Associates Inc | 64,450 | $767.0K | 0.00% | +64,450 | New |
| Balyasny Asset Management LLC | 60,261 | $717.1K | 0.00% | −27,276−31.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 58,500 | $696.1K | 0.04% | +58,500 | New |
| Engineers Gate Manager LP | 58,345 | $694.3K | 0.01% | +43,673+297.7% | Added |
| Winton Group Ltd | 57,481 | $684.0K | 0.02% | +36,681+176.4% | Added |
| Mfg Wealth Management, Inc. | 55,357 | $658.7K | 0.51% | +55,357 | New |
| Atom Investors LP | 55,212 | $657.0K | 0.05% | +55,212 | New |
| Farther Finance Advisors, LLC | 54,050 | $643.2K | 0.01% | −4,403−7.5% | Reduced |
| XTX Topco Ltd | 53,349 | $634.9K | 0.02% | +13,466+33.8% | Added |
| Guild Investment Management, Inc. | 49,760 | $592.1K | 0.44% | −13,060−20.8% | Reduced |
| MetLife Investment Management | 49,182 | $585.3K | 0.00% | +49,182 | New |
| Manufacturers Life Insurance Company, The | 47,393 | $564.0K | 0.00% | +35,884+311.8% | Added |
| California State Teachers Retirement System | 46,261 | $550.5K | 0.00% | +29,663+178.7% | Added |
| Raymond James Financial Inc | 45,934 | $546.6K | 0.00% | +31,762+224.1% | Added |
| Legal & General Group Plc | 45,450 | $540.9K | 0.00% | +27,321+150.7% | Added |
| Mutual Advisors, LLC | 41,477 | $493.6K | 0.01% | −4,141−9.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,915 | $486.9K | 0.00% | +40,915 | New |
| Lighthouse Investment Partners, LLC | 40,000 | $476.0K | 0.02% | +10,000+33.3% | Added |
| SG Americas Securities, LLC | 39,656 | $472.0K | 0.00% | +26,757+207.4% | Added |
| Advisor Group Holdings, Inc. | 39,253 | $467.1K | 0.00% | +15,720+66.8% | Added |
| Kestra Advisory Services, LLC | 38,229 | $454.9K | 0.00% | −170,099−81.6% | Reduced |
| Millennium Management LLC | 35,679 | $424.6K | 0.00% | −427,713−92.3% | Reduced |
| Pier 88 Investment Partners LLC | 34,700 | $412.9K | 0.09% | +840+2.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 33,417 | $397.7K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 32,260 | $383.9K | 0.00% | +7,337+29.4% | Added |
| Stifel Financial Corp | 31,694 | $377.2K | 0.00% | +31,694 | New |
| The PNC Financial Services Group, Inc. | 31,220 | $371.5K | 0.00% | +31,220 | New |
| Jones Financial Companies LLLP | 30,780 | $366.3K | 0.00% | +22,715+281.6% | Added |
| Cetera Investment Advisers | 30,041 | $357.5K | 0.00% | −34,492−53.4% | Reduced |
| Private Advisor Group, LLC | 28,910 | $344.0K | 0.00% | −38,958−57.4% | Reduced |