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 |
|---|---|---|---|---|---|
| PCM Encore, LLC | 13,754 | $163.7K | 0.03% | +13,754 | New |
| Moors & Cabot, Inc. | 13,848 | $164.8K | 0.01% | +13,848 | New |
| SIH Partners, LLLP | 14,768 | $175.7K | 0.01% | +14,768 | New |
| STRS Ohio | 15,500 | $184.4K | 0.00% | +15,500 | New |
| Voya Investment Management LLC | 15,557 | $185.1K | 0.00% | +15,557 | New |
| ProShare Advisors LLC | 16,093 | $191.5K | 0.00% | +16,093 | New |
| Virginia Retirement Systems Et Al | 16,100 | $191.6K | 0.00% | +16,100 | New |
| Oxford Asset Management LLP | 16,186 | $192.6K | 0.07% | +16,186 | New |
| GK Wealth Management LLC | 16,595 | $197.5K | 0.14% | +16,595 | New |
| Amundi | 16,919 | $201.3K | 0.00% | +16,919 | New |
| Sequoia Financial Advisors, LLC | 17,979 | $214.0K | 0.00% | +6,049+50.7% | Added |
| Prelude Capital Management, LLC | 19,763 | $235.2K | 0.02% | +19,763 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,800 | $235.6K | 0.00% | +3,931+24.8% | Added |
| Captrust Financial Advisors | 19,902 | $236.8K | 0.00% | +19,902 | New |
| Formula Growth Ltd | 20,000 | $238.0K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,427 | $243.1K | 0.00% | +20,427 | New |
| Tannin Capital LLC | 20,436 | $243.2K | 0.22% | +20,436 | New |
| Perigon Wealth Management, LLC | 22,240 | $264.7K | 0.00% | +22,240 | New |
| Integrated Wealth Concepts LLC | 22,313 | $265.5K | 0.00% | +22,313 | New |
| Creative Planning | 23,034 | $274.1K | 0.00% | +11,314+96.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,730 | $282.4K | 0.00% | +23,730 | New |
| SummitTX Capital, L.P. | 23,873 | $284.1K | 0.01% | +23,873 | New |
| Warberg Asset Management LLC | 25,333 | $301.1K | 0.09% | +25,333 | New |
| Janus Henderson Group PLC | 26,069 | $309.8K | 0.00% | +26,069 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 26,100 | $310.6K | 0.01% | +26,100 | New |
| SEI Investments Co | 27,046 | $321.8K | 0.00% | +27,046 | New |
| New York State Common Retirement Fund | 27,700 | $329.6K | 0.00% | +27,700 | New |
| Darwin Advisors, LLC | 28,647 | $340.9K | 0.11% | −11,674−29.0% | Reduced |
| Axxcess Wealth Management, LLC | 28,647 | $340.9K | 0.01% | +28,647 | New |
| Cambridge Investment Research Advisors, Inc. | 28,664 | $341.0K | 0.00% | +28,664 | New |
| Private Advisor Group, LLC | 28,910 | $344.0K | 0.00% | −38,958−57.4% | Reduced |
| Cetera Investment Advisers | 30,041 | $357.5K | 0.00% | −34,492−53.4% | Reduced |
| Jones Financial Companies LLLP | 30,780 | $366.3K | 0.00% | +22,715+281.6% | Added |
| The PNC Financial Services Group, Inc. | 31,220 | $371.5K | 0.00% | +31,220 | New |
| Stifel Financial Corp | 31,694 | $377.2K | 0.00% | +31,694 | New |
| Commonwealth Equity Services, LLC | 32,260 | $383.9K | 0.00% | +7,337+29.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 33,417 | $397.7K | 0.08% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 34,700 | $412.9K | 0.09% | +840+2.5% | Added |
| Millennium Management LLC | 35,679 | $424.6K | 0.00% | −427,713−92.3% | Reduced |
| Kestra Advisory Services, LLC | 38,229 | $454.9K | 0.00% | −170,099−81.6% | Reduced |
| Advisor Group Holdings, Inc. | 39,253 | $467.1K | 0.00% | +15,720+66.8% | Added |
| SG Americas Securities, LLC | 39,656 | $472.0K | 0.00% | +26,757+207.4% | Added |
| Lighthouse Investment Partners, LLC | 40,000 | $476.0K | 0.02% | +10,000+33.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 40,915 | $486.9K | 0.00% | +40,915 | New |
| Mutual Advisors, LLC | 41,477 | $493.6K | 0.01% | −4,141−9.1% | Reduced |
| Legal & General Group Plc | 45,450 | $540.9K | 0.00% | +27,321+150.7% | Added |
| Raymond James Financial Inc | 45,934 | $546.6K | 0.00% | +31,762+224.1% | Added |
| California State Teachers Retirement System | 46,261 | $550.5K | 0.00% | +29,663+178.7% | Added |
| Manufacturers Life Insurance Company, The | 47,393 | $564.0K | 0.00% | +35,884+311.8% | Added |
| MetLife Investment Management | 49,182 | $585.3K | 0.00% | +49,182 | New |
| Guild Investment Management, Inc. | 49,760 | $592.1K | 0.44% | −13,060−20.8% | Reduced |
| XTX Topco Ltd | 53,349 | $634.9K | 0.02% | +13,466+33.8% | Added |
| Farther Finance Advisors, LLC | 54,050 | $643.2K | 0.01% | −4,403−7.5% | Reduced |
| Atom Investors LP | 55,212 | $657.0K | 0.05% | +55,212 | New |
| Mfg Wealth Management, Inc. | 55,357 | $658.7K | 0.51% | +55,357 | New |
| Winton Group Ltd | 57,481 | $684.0K | 0.02% | +36,681+176.4% | Added |
| Engineers Gate Manager LP | 58,345 | $694.3K | 0.01% | +43,673+297.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 58,500 | $696.1K | 0.04% | +58,500 | New |
| Balyasny Asset Management LLC | 60,261 | $717.1K | 0.00% | −27,276−31.2% | Reduced |
| Price T Rowe Associates Inc | 64,450 | $767.0K | 0.00% | +64,450 | New |
| Quantbot Technologies LP | 64,587 | $768.6K | 0.03% | +43,117+200.8% | Added |
| Deutsche Bank AG | 64,720 | $770.2K | 0.00% | +64,720 | New |
| Blair William & Co | 65,409 | $778.4K | 0.00% | +65,409 | New |
| Counterpoint Mutual Funds LLC | 65,863 | $783.8K | 0.06% | +65,863 | New |
| Royal Bank of Canada | 67,154 | $798.0K | 0.00% | +20,177+43.0% | Added |
| Invesco Ltd. | 67,592 | $804.3K | 0.00% | +13,598+25.2% | Added |
| Virtu Financial LLC | 69,940 | $832.0K | 0.03% | +69,940 | New |
| P Schoenfeld Asset Management LP | 70,005 | $833.1K | 0.41% | +70,005 | New |
| Kercheville Advisors, LLC | 37,200 | $844.8K | 0.22% | +27,200+272.0% | Added |
| International Assets Investment Management, LLC | 71,249 | $847.9K | 0.06% | +33,669+89.6% | Added |
| UBS Asset Management Americas Inc | 72,192 | $859.1K | 0.00% | +51,992+257.4% | Added |
| Squarepoint Ops LLC | 73,236 | $871.5K | 0.00% | +73,236 | New |
| JPMorgan Chase & Co | 74,779 | $889.9K | 0.00% | +32,092+75.2% | Added |
| Twinbeech Capital LP | 76,600 | $911.5K | 0.06% | +76,600 | New |
| Kennedy Capital Management, Inc. | 78,424 | $933.2K | 0.02% | +78,424 | New |
| 1492 Capital Management LLC | 82,783 | $985.1K | 0.38% | +82,783 | New |
| Swiss National Bank | 89,800 | $1.07M | 0.00% | +52,500+140.8% | Added |
| Weaver Capital Management LLC | 100,000 | $1.19M | 0.25% | +100,000 | New |
| Group One Trading, L.P. | 102,700 | $1.22M | 0.04% | −455,411−81.6% | Reduced |
| LMR Partners LLP | 102,876 | $1.22M | 0.01% | +102,876 | New |
| IMC-Chicago, LLC | 104,821 | $1.25M | 0.02% | +104,821 | New |
| Rhumbline Advisers | 105,588 | $1.26M | 0.00% | +105,588 | New |
| FNY Investment Advisers, LLC | 115,553 | $1.38M | 0.39% | +106,411+1,164.0% | Added |
| MML Investors Services, LLC | 117,976 | $1.40M | 0.00% | +117,976 | New |
| Polymer Capital Management (US) LLC | 123,734 | $1.47M | 0.19% | +123,734 | New |
| Jennison Associates LLC | 133,267 | $1.59M | 0.00% | +133,267 | New |
| Janney Montgomery Scott LLC | 134,760 | $1.60M | 0.00% | +4,650+3.6% | Added |
| Jane Street Group, LLC | 136,548 | $1.62M | 0.00% | +50,734+59.1% | Added |
| Baird Financial Group, Inc. | 148,354 | $1.77M | 0.00% | +148,354 | New |
| Walleye Trading LLC | 150,217 | $1.79M | 0.03% | +88,548+143.6% | Added |
| Verition Fund Management LLC | 152,327 | $1.81M | 0.01% | +135,758+819.3% | Added |
| SIR Capital Management, L.P. | 152,500 | $1.81M | 0.20% | +152,500 | New |
| Walleye Capital LLC | 175,890 | $2.09M | 0.01% | +175,890 | New |
| Dayah Capital LLC | 183,000 | $2.18M | 1.47% | +183,000 | New |
| Barclays PLC | 192,889 | $2.30M | 0.00% | +189,619+5,798.7% | Added |
| LPL Financial LLC | 195,609 | $2.33M | 0.00% | +14,663+8.1% | Added |
| ExodusPoint Capital Management, LP | 200,371 | $2.38M | 0.03% | +200,371 | New |
| Nuveen, LLC | 201,835 | $2.40M | 0.00% | +201,835 | New |
| D. E. Shaw & Co., Inc. | 205,441 | $2.44M | 0.00% | +205,441 | New |
| Ameriprise Financial Inc | 208,840 | $2.49M | 0.00% | +208,840 | New |