Skip to main content
Livermore
Livermore
ZHEN

USA Rare Earth, Inc.

USAR
Exchange
Nasdaq
Industry
Metal Mining
SEC CIK
0001970622

In the last 90 days, USA Rare Earth, Inc. insiders filed 0 open-market purchases and 1 sale; 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.

Q4 2025 vs. Q3 2025

How the institutions holding USA Rare Earth, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of USAR: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1402230+92
Shares31.2M61.4K63.7M+32.6M (+104.6%)
Value$535.8M$1.08M$761.2M+$226.5M (+42.4%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held USA Rare Earth, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 126 by value.

Institutions new to USAR in Q4 2025
InstitutionSharesValue% of portfolio
Bayshore Capital Advisors, LLC8,603,217$102.4M51.13%
Inflection Point Holdings II LLC3,125,000$37.2M100.00%
Alliancebernstein L.P.1,002,005$11.9M0.00%
Toronto Dominion Bank362,443$4.31M0.01%
Hohimer Wealth Management, LLC322,300$3.84M0.52%
Bridgewater Associates, LP273,005$3.25M0.01%
Texas Yale Capital Corp.241,800$2.88M0.09%
Ameriprise Financial Inc208,840$2.49M0.00%
D. E. Shaw & Co., Inc.205,441$2.44M0.00%
Nuveen, LLC201,835$2.40M0.00%
ExodusPoint Capital Management, LP200,371$2.38M0.03%
Dayah Capital LLC183,000$2.18M1.47%
Walleye Capital LLC175,890$2.09M0.01%
SIR Capital Management, L.P.152,500$1.81M0.20%
Baird Financial Group, Inc.148,354$1.77M0.00%
Jennison Associates LLC133,267$1.59M0.00%
Polymer Capital Management (US) LLC123,734$1.47M0.19%
MML Investors Services, LLC117,976$1.40M0.00%
Rhumbline Advisers105,588$1.26M0.00%
IMC-Chicago, LLC104,821$1.25M0.02%
LMR Partners LLP102,876$1.22M0.01%
Weaver Capital Management LLC100,000$1.19M0.25%
1492 Capital Management LLC82,783$985.1K0.38%
Kennedy Capital Management, Inc.78,424$933.2K0.02%
Twinbeech Capital LP76,600$911.5K0.06%
Squarepoint Ops LLC73,236$871.5K0.00%
P Schoenfeld Asset Management LP70,005$833.1K0.41%
Virtu Financial LLC69,940$832.0K0.03%
Counterpoint Mutual Funds LLC65,863$783.8K0.06%
Blair William & Co65,409$778.4K0.00%
Deutsche Bank AG64,720$770.2K0.00%
Price T Rowe Associates Inc64,450$767.0K0.00%
Texas Capital Bank Wealth Management Services Inc58,500$696.1K0.04%
Mfg Wealth Management, Inc.55,357$658.7K0.51%
Atom Investors LP55,212$657.0K0.05%
MetLife Investment Management49,182$585.3K0.00%
Mirae Asset Global ETFs Holdings Ltd.40,915$486.9K0.00%
Stifel Financial Corp31,694$377.2K0.00%
The PNC Financial Services Group, Inc.31,220$371.5K0.00%
Cambridge Investment Research Advisors, Inc.28,664$341.0K0.00%
Axxcess Wealth Management, LLC28,647$340.9K0.01%
New York State Common Retirement Fund27,700$329.6K0.00%
SEI Investments Co27,046$321.8K0.00%
Stonehage Fleming Financial Services Holdings Ltd26,100$310.6K0.01%
Janus Henderson Group PLC26,069$309.8K0.00%
Warberg Asset Management LLC25,333$301.1K0.09%
SummitTX Capital, L.P.23,873$284.1K0.01%
Police & Firemen's Retirement System of New Jersey23,730$282.4K0.00%
Integrated Wealth Concepts LLC22,313$265.5K0.00%
Perigon Wealth Management, LLC22,240$264.7K0.00%
Tannin Capital LLC20,436$243.2K0.22%
Nomura Holdings Inc20,427$243.1K0.00%
Captrust Financial Advisors19,902$236.8K0.00%
Prelude Capital Management, LLC19,763$235.2K0.02%
Amundi16,919$201.3K0.00%
GK Wealth Management LLC16,595$197.5K0.14%
Oxford Asset Management LLP16,186$192.6K0.07%
Virginia Retirement Systems Et Al16,100$191.6K0.00%
ProShare Advisors LLC16,093$191.5K0.00%
Voya Investment Management LLC15,557$185.1K0.00%
STRS Ohio15,500$184.4K0.00%
SIH Partners, LLLP14,768$175.7K0.01%
Moors & Cabot, Inc.13,848$164.8K0.01%
PCM Encore, LLC13,754$163.7K0.03%
Pilgrim Partners Asia Pte Ltd13,600$161.8K0.08%
Arizona State Retirement System12,678$150.9K0.00%
Cresset Asset Management, LLC11,986$142.6K0.00%
AQR Capital Management LLC11,950$142.2K0.00%
Evoke Wealth, LLC11,829$140.8K0.00%
Two Sigma Securities, LLC11,763$140.0K0.02%
Greenland Capital Management LP11,300$134.5K0.02%
Flow Traders U.S. LLC10,334$123.0K0.00%
Ameritas Investment Partners, Inc.7,148$85.1K0.00%
CWM, LLC5,758$69.0K0.00%
Caitong International Asset Management Co., Ltd3,258$38.8K0.01%
Novem Group3,184$37.9K0.00%
Sterling Capital Management LLC2,847$33.9K0.00%
Amalgamated Bank2,767$33.0K0.00%
Havemeyer Place LP2,770$33.0K0.01%
Center for Financial Planning, Inc.2,391$28.5K0.00%
Activest Wealth Management2,000$23.8K0.00%
State of Wyoming1,252$14.9K0.00%
First PREMIER Bank1,000$12.0K0.00%
Consultiva Wealth Management, Corp.1,000$11.9K0.03%
Founders Capital Management800$9.52K0.00%
Miller Wealth Advisors, LLC800$9.52K0.00%
Los Angeles Capital Management LLC443$8.72K0.00%
Rothschild Investment LLC725$8.63K0.00%
1620 Investment Advisors, Inc.695$8.27K0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.653$8.00K0.00%
Strive Financial Group ,LLC668$7.95K0.00%
Atlantic Union Bankshares Corp574$6.83K0.00%
Financial Consulate, Inc524$6.24K0.00%
Quarry LP448$5.33K0.00%
Investors Research Corp415$4.94K0.00%
Avalon Trust Co400$4.76K0.00%
IFC & Insurance Marketing, Inc.342$4.00K0.00%
Medallion Wealth Advisors, LLC300$3.57K0.00%
Cape Investment Advisory, Inc.280$3.33K0.00%
Comerica Bank255$3.04K0.00%

Sold out (34)

Institutions that held USA Rare Earth, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of USAR in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Driehaus Capital Management LLC2,305,217$39.6M
Tudor Investment Corp Et Al483,081$8.30M
Calamos Advisors LLC190,962$3.28M
Greenwich Wealth Management LLC135,640$2.33M
Universal- Beteiligungs- und Servicegesellschaft mbH121,073$2.08M
Simplex Trading, LLC114,913$1.98M
Wexford Capital LP70,200$1.21M
Advisory Services Network, LLC52,366$900.2K
Voleon Capital Management LP47,370$814.3K
Financial Sense Advisors, Inc.46,000$790.7K
PEAK6 LLC41,479$713.0K
Cinctive Capital Management LP37,547$645.4K
Concentric Capital Strategies, LP33,714$579.5K
Omers Administration Corp30,800$529.5K
Verity Asset Management, Inc.28,516$490.2K
Massar Capital Management, LP27,000$464.1K
Jefferies Financial Group Inc.22,500$386.8K
NorthRock Partners, LLC21,600$371.3K
Wealth Enhancement Advisory Services, LLC10,034$283.7K
Diametric Capital, LP15,489$266.3K
Griffin Asset Management, Inc.15,106$259.7K
Gotham Asset Management, LLC14,329$246.3K
Snowden Capital Advisors LLC14,268$245.3K
Quantinno Capital Management LP13,000$223.5K
Black Swift Group, LLC12,000$206.3K
Apollon Wealth Management, LLC10,110$173.8K
StoneX Group Inc.10,001$171.9K
Armstrong Advisory Group, Inc1,000$17.2K
Sound Income Strategies, LLC311$9.66K
Salem Investment Counselors Inc500$8.60K
Principal Securities, Inc.480$8.25K
TD Waterhouse Canada Inc.100$1.84K
Toth Financial Advisory Corp100$1.72K
ORG Partners LLC20$343

Not filed for Q4 2025 yet (2)

Institutions that held USA Rare Earth, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding USAR in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wolverine Trading, LLC61,269$1.07M
Pineridge Advisors LLC100$1.72K