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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2 | $24 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $24 | 0.00% | +2 | New |
| Essential Investment Partners LLC | 5 | $60 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 10 | $119 | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 24 | $286 | 0.00% | +24 | New |
| Tidemark, LLC | 24 | $286 | 0.00% | +24 | New |
| Hollencrest Capital Management | 45 | $536 | 0.00% | +45 | New |
| SRS Capital Advisors, Inc. | 46 | $547 | 0.00% | +16+53.3% | Added |
| Strategic Investment Solutions, Inc. | 50 | $595 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $595 | 0.00% | +50 | New |
| Hilton Head Capital Partners, LLC | 50 | $595 | 0.00% | +50 | New |
| Steigerwald, Gordon & Koch Inc. | 60 | $714 | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 60 | $714 | 0.00% | +60 | New |
| Strategic Wealth Partners, Ltd. | 66 | $785 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 73 | $869 | 0.00% | +73 | New |
| Signature Equity Partners, LLC | 80 | $952 | 0.00% | +80 | New |
| Hazlett, Burt & Watson, Inc. | 70 | $1.00K | 0.00% | +50+250.0% | Added |
| Signaturefd, LLC | 94 | $1.12K | 0.00% | −1,406−93.7% | Reduced |
| South State Corp. | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $1.19K | 0.00% | +100 | New |
| Vermillion Wealth Management, Inc. | 100 | $1.19K | 0.00% | +100 | New |
| City State Bank | 100 | $1.19K | 0.00% | +100 | New |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.19K | 0.00% | +100 | New |
| Murphy & Mullick Capital Management Corp | 100 | $1.19K | 0.00% | +100 | New |
| CIBC Private Wealth Group, LLC | 111 | $1.32K | 0.00% | +111 | New |
| US Bancorp | 120 | $1.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $1.55K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 136 | $1.62K | 0.00% | +136 | New |
| GAMMA Investing LLC | 137 | $1.63K | 0.00% | +137 | New |
| Parkside Financial Bank & Trust | 145 | $1.73K | 0.00% | +145 | New |
| Tucker Asset Management LLC | 163 | $1.94K | 0.00% | +163 | New |
| JDM Financial Group LLC | 163 | $1.94K | 0.00% | +163 | New |
| IMG Wealth Management, Inc. | 163 | $1.94K | 0.00% | +163 | New |
| Roble, Belko & Company, Inc | 186 | $2.00K | 0.00% | +186 | New |
| Stone House Investment Management, LLC | 180 | $2.14K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 185 | $2.20K | 0.00% | +185 | New |
| Legacy Wealth Managment, LLC | 210 | $2.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $2.98K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 255 | $3.04K | 0.00% | +255 | New |
| MAI Capital Management | 270 | $3.21K | 0.00% | +60+28.6% | Added |
| Cape Investment Advisory, Inc. | 280 | $3.33K | 0.00% | +280 | New |
| Steward Partners Investment Advisory, LLC | 300 | $3.57K | 0.00% | −900−75.0% | Reduced |
| Medallion Wealth Advisors, LLC | 300 | $3.57K | 0.00% | +300 | New |
| Aspect Partners, LLC | 312 | $3.71K | 0.00% | −406−56.5% | Reduced |
| IFC & Insurance Marketing, Inc. | 342 | $4.00K | 0.00% | +342 | New |
| Cedar Mountain Advisors, LLC | 400 | $4.76K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $4.76K | 0.00% | +400 | New |
| Investors Research Corp | 415 | $4.94K | 0.00% | +415 | New |
| Quarry LP | 448 | $5.33K | 0.00% | +448 | New |
| Hurley Capital, LLC | 500 | $5.95K | 0.00% | −500−50.0% | Reduced |
| Financial Consulate, Inc | 524 | $6.24K | 0.00% | +524 | New |
| Atlantic Union Bankshares Corp | 574 | $6.83K | 0.00% | +574 | New |
| Winch Advisory Services, LLC | 640 | $7.62K | 0.00% | +330+106.5% | Added |
| Strive Financial Group ,LLC | 668 | $7.95K | 0.00% | +668 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 653 | $8.00K | 0.00% | +653 | New |
| 1620 Investment Advisors, Inc. | 695 | $8.27K | 0.01% | +695 | New |
| Rothschild Investment LLC | 725 | $8.63K | 0.00% | +725 | New |
| Los Angeles Capital Management LLC | 443 | $8.72K | 0.00% | +443 | New |
| Aventura Private Wealth, LLC | 767 | $9.13K | 0.00% | +517+206.8% | Added |
| Founders Capital Management | 800 | $9.52K | 0.00% | +800 | New |
| Miller Wealth Advisors, LLC | 800 | $9.52K | 0.00% | +800 | New |
| GWM Advisors LLC | 960 | $11.4K | 0.00% | +60+6.7% | Added |
| Consultiva Wealth Management, Corp. | 1,000 | $11.9K | 0.03% | +1,000 | New |
| First PREMIER Bank | 1,000 | $12.0K | 0.00% | +1,000 | New |
| State of Wyoming | 1,252 | $14.9K | 0.00% | +1,252 | New |
| Capital Advisors, Ltd. LLC | 1,245 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,300 | $15.5K | 0.01% | +950+271.4% | Added |
| National Bank of Canada | 1,766 | $21.0K | 0.00% | −334−15.9% | Reduced |
| Allworth Financial LP | 1,837 | $21.9K | 0.00% | +1,207+191.6% | Added |
| Activest Wealth Management | 2,000 | $23.8K | 0.00% | +2,000 | New |
| Larson Financial Group LLC | 2,092 | $24.9K | 0.00% | +1,433+217.5% | Added |
| Center for Financial Planning, Inc. | 2,391 | $28.5K | 0.00% | +2,391 | New |
| Bullock Wealth Management Group | 2,520 | $30.0K | 0.01% | +623+32.8% | Added |
| Havemeyer Place LP | 2,770 | $33.0K | 0.01% | +2,770 | New |
| Amalgamated Bank | 2,767 | $33.0K | 0.00% | +2,767 | New |
| Sterling Capital Management LLC | 2,847 | $33.9K | 0.00% | +2,847 | New |
| Tower Research Capital LLC (TRC) | 3,008 | $35.8K | 0.00% | +2,829+1,580.4% | Added |
| Novem Group | 3,184 | $37.9K | 0.00% | +3,184 | New |
| Caitong International Asset Management Co., Ltd | 3,258 | $38.8K | 0.01% | +3,258 | New |
| IFP Advisors, Inc | 3,837 | $45.7K | 0.00% | −8,600−69.1% | Reduced |
| FMR LLC | 4,790 | $57.0K | 0.00% | +4,765+19,060.0% | Added |
| SBI Securities Co., Ltd. | 5,522 | $65.7K | 0.00% | +936+20.4% | Added |
| CWM, LLC | 5,758 | $69.0K | 0.00% | +5,758 | New |
| Newbridge Financial Services Group, Inc. | 6,205 | $73.8K | 0.01% | +5,950+2,333.3% | Added |
| Rockefeller Capital Management L.P. | 6,223 | $74.1K | 0.00% | −26,739−81.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,148 | $85.1K | 0.00% | +7,148 | New |
| Leonteq Securities AG | 7,155 | $85.1K | 0.00% | +5,905+472.4% | Added |
| Russell Investments Group, Ltd. | 7,204 | $85.7K | 0.00% | −252,411−97.2% | Reduced |
| CoreCap Advisors, LLC | 7,433 | $88.5K | 0.00% | +6,346+583.8% | Added |
| KLP Kapitalforvaltning AS | 9,700 | $115.4K | 0.00% | +5,700+142.5% | Added |
| Flow Traders U.S. LLC | 10,334 | $123.0K | 0.00% | +10,334 | New |
| IHT Wealth Management, LLC | 10,965 | $130.5K | 0.00% | −4,135−27.4% | Reduced |
| Greenland Capital Management LP | 11,300 | $134.5K | 0.02% | +11,300 | New |
| Two Sigma Securities, LLC | 11,763 | $140.0K | 0.02% | +11,763 | New |
| Evoke Wealth, LLC | 11,829 | $140.8K | 0.00% | +11,829 | New |
| AQR Capital Management LLC | 11,950 | $142.2K | 0.00% | +11,950 | New |
| Cresset Asset Management, LLC | 11,986 | $142.6K | 0.00% | +11,986 | New |
| Arizona State Retirement System | 12,678 | $150.9K | 0.00% | +12,678 | New |
| Global Retirement Partners, LLC | 13,439 | $159.9K | 0.00% | −454−3.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 13,600 | $161.8K | 0.08% | +13,600 | New |