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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 236,290 | $2.81M | 0.00% | +202,085+590.8% | Added |
| Texas Yale Capital Corp. | 241,800 | $2.88M | 0.09% | +241,800 | New |
| Quadrature Capital Ltd | 264,574 | $3.15M | 0.03% | +229,929+663.7% | Added |
| Bank of New York Mellon Corp | 268,688 | $3.20M | 0.00% | +256,176+2,047.4% | Added |
| Bridgewater Associates, LP | 273,005 | $3.25M | 0.01% | +273,005 | New |
| Hohimer Wealth Management, LLC | 322,300 | $3.84M | 0.52% | +322,300 | New |
| Toronto Dominion Bank | 362,443 | $4.31M | 0.01% | +362,443 | New |
| HITE Hedge Asset Management LLC | 368,918 | $4.39M | 0.28% | +137,838+59.6% | Added |
| Sender Co & Partners, Inc. | 567,127 | $6.75M | 3.84% | +518,769+1,072.8% | Added |
| Citadel Advisors LLC | 568,797 | $6.77M | 0.00% | +23,554+4.3% | Added |
| Northern Trust Corp | 654,383 | $7.79M | 0.00% | +533,779+442.6% | Added |
| Sovran Advisors, LLC | 489,707 | $8.22M | 0.70% | +266,783+119.7% | Added |
| Charles Schwab Investment Management Inc | 787,965 | $9.38M | 0.00% | +440,594+126.8% | Added |
| Goldman Sachs Group Inc | 913,212 | $10.9M | 0.00% | +881,582+2,787.2% | Added |
| Alliancebernstein L.P. | 1,002,005 | $11.9M | 0.00% | +1,002,005 | New |
| Renaissance Technologies LLC | 1,113,000 | $13.2M | 0.02% | +161,600+17.0% | Added |
| Altfest L J & Co Inc | 1,213,854 | $14.4M | 1.58% | +425,377+53.9% | Added |
| Morgan Stanley | 1,253,579 | $14.9M | 0.00% | +869,789+226.6% | Added |
| Jump Financial, LLC | 1,274,189 | $15.2M | 0.19% | +1,259,648+8,662.7% | Added |
| UBS Group AG | 1,279,378 | $15.2M | 0.00% | +124,212+10.8% | Added |
| Citigroup Inc | 1,297,394 | $15.4M | 0.01% | +1,291,863+23,356.8% | Added |
| Susquehanna International Group, LLP | 1,391,669 | $16.6M | 0.02% | +900,318+183.2% | Added |
| Bank of America Corp | 1,600,123 | $19.0M | 0.00% | +1,253,037+361.0% | Added |
| Geode Capital Management, LLC | 2,170,097 | $25.8M | 0.00% | +1,476,990+213.1% | Added |
| Inflection Point Holdings II LLC | 3,125,000 | $37.2M | 100.00% | +3,125,000 | New |
| State Street Corp | 5,032,866 | $59.9M | 0.00% | +2,212,177+78.4% | Added |
| Vanguard Group Inc | 6,036,486 | $71.8M | 0.00% | +5,083,288+533.3% | Added |
| BlackRock, Inc. | 6,386,077 | $76.0M | 0.00% | +5,335,959+508.1% | Added |
| Alyeska Investment Group, L.P. | 7,797,613 | $92.8M | 0.26% | −5,001,712−39.1% | Reduced |
| Bayshore Capital Advisors, LLC | 8,603,217 | $102.4M | 51.13% | +8,603,217 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,305,217−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −483,081−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −190,962−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −135,640−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −121,073−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −114,913−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −70,200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −52,366−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −47,370−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −41,479−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −37,547−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −33,714−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −28,516−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −15,489−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −15,106−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,329−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −14,268−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Pineridge Advisors LLC | – | – | – | – | Not filed |