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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 28,664 | $341.0K | 0.00% | +28,664 | 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 |
| New York State Common Retirement Fund | 27,700 | $329.6K | 0.00% | +27,700 | New |
| SEI Investments Co | 27,046 | $321.8K | 0.00% | +27,046 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 26,100 | $310.6K | 0.01% | +26,100 | New |
| Janus Henderson Group PLC | 26,069 | $309.8K | 0.00% | +26,069 | New |
| Warberg Asset Management LLC | 25,333 | $301.1K | 0.09% | +25,333 | New |
| SummitTX Capital, L.P. | 23,873 | $284.1K | 0.01% | +23,873 | New |
| Police & Firemen's Retirement System of New Jersey | 23,730 | $282.4K | 0.00% | +23,730 | New |
| Creative Planning | 23,034 | $274.1K | 0.00% | +11,314+96.5% | Added |
| Integrated Wealth Concepts LLC | 22,313 | $265.5K | 0.00% | +22,313 | New |
| Perigon Wealth Management, LLC | 22,240 | $264.7K | 0.00% | +22,240 | New |
| Tannin Capital LLC | 20,436 | $243.2K | 0.22% | +20,436 | New |
| Nomura Holdings Inc | 20,427 | $243.1K | 0.00% | +20,427 | New |
| Formula Growth Ltd | 20,000 | $238.0K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,902 | $236.8K | 0.00% | +19,902 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,800 | $235.6K | 0.00% | +3,931+24.8% | Added |
| Prelude Capital Management, LLC | 19,763 | $235.2K | 0.02% | +19,763 | New |
| Sequoia Financial Advisors, LLC | 17,979 | $214.0K | 0.00% | +6,049+50.7% | Added |
| Amundi | 16,919 | $201.3K | 0.00% | +16,919 | New |
| GK Wealth Management LLC | 16,595 | $197.5K | 0.14% | +16,595 | New |
| Oxford Asset Management LLP | 16,186 | $192.6K | 0.07% | +16,186 | New |
| Virginia Retirement Systems Et Al | 16,100 | $191.6K | 0.00% | +16,100 | New |
| ProShare Advisors LLC | 16,093 | $191.5K | 0.00% | +16,093 | New |
| Voya Investment Management LLC | 15,557 | $185.1K | 0.00% | +15,557 | New |
| STRS Ohio | 15,500 | $184.4K | 0.00% | +15,500 | New |
| SIH Partners, LLLP | 14,768 | $175.7K | 0.01% | +14,768 | New |
| Moors & Cabot, Inc. | 13,848 | $164.8K | 0.01% | +13,848 | New |
| PCM Encore, LLC | 13,754 | $163.7K | 0.03% | +13,754 | New |
| Pilgrim Partners Asia Pte Ltd | 13,600 | $161.8K | 0.08% | +13,600 | New |
| Global Retirement Partners, LLC | 13,439 | $159.9K | 0.00% | −454−3.3% | Reduced |
| Arizona State Retirement System | 12,678 | $150.9K | 0.00% | +12,678 | New |
| Cresset Asset Management, LLC | 11,986 | $142.6K | 0.00% | +11,986 | New |
| AQR Capital Management LLC | 11,950 | $142.2K | 0.00% | +11,950 | New |
| Evoke Wealth, LLC | 11,829 | $140.8K | 0.00% | +11,829 | New |
| Two Sigma Securities, LLC | 11,763 | $140.0K | 0.02% | +11,763 | New |
| Greenland Capital Management LP | 11,300 | $134.5K | 0.02% | +11,300 | New |
| IHT Wealth Management, LLC | 10,965 | $130.5K | 0.00% | −4,135−27.4% | Reduced |
| Flow Traders U.S. LLC | 10,334 | $123.0K | 0.00% | +10,334 | New |
| KLP Kapitalforvaltning AS | 9,700 | $115.4K | 0.00% | +5,700+142.5% | Added |
| CoreCap Advisors, LLC | 7,433 | $88.5K | 0.00% | +6,346+583.8% | Added |
| Russell Investments Group, Ltd. | 7,204 | $85.7K | 0.00% | −252,411−97.2% | Reduced |
| Leonteq Securities AG | 7,155 | $85.1K | 0.00% | +5,905+472.4% | Added |
| Ameritas Investment Partners, Inc. | 7,148 | $85.1K | 0.00% | +7,148 | New |
| Rockefeller Capital Management L.P. | 6,223 | $74.1K | 0.00% | −26,739−81.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,205 | $73.8K | 0.01% | +5,950+2,333.3% | Added |
| CWM, LLC | 5,758 | $69.0K | 0.00% | +5,758 | New |
| SBI Securities Co., Ltd. | 5,522 | $65.7K | 0.00% | +936+20.4% | Added |
| FMR LLC | 4,790 | $57.0K | 0.00% | +4,765+19,060.0% | Added |
| IFP Advisors, Inc | 3,837 | $45.7K | 0.00% | −8,600−69.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,258 | $38.8K | 0.01% | +3,258 | New |
| Novem Group | 3,184 | $37.9K | 0.00% | +3,184 | New |
| Tower Research Capital LLC (TRC) | 3,008 | $35.8K | 0.00% | +2,829+1,580.4% | Added |
| Sterling Capital Management LLC | 2,847 | $33.9K | 0.00% | +2,847 | New |
| Amalgamated Bank | 2,767 | $33.0K | 0.00% | +2,767 | New |
| Havemeyer Place LP | 2,770 | $33.0K | 0.01% | +2,770 | New |
| Bullock Wealth Management Group | 2,520 | $30.0K | 0.01% | +623+32.8% | Added |
| Center for Financial Planning, Inc. | 2,391 | $28.5K | 0.00% | +2,391 | New |
| Larson Financial Group LLC | 2,092 | $24.9K | 0.00% | +1,433+217.5% | Added |
| Activest Wealth Management | 2,000 | $23.8K | 0.00% | +2,000 | New |
| Allworth Financial LP | 1,837 | $21.9K | 0.00% | +1,207+191.6% | Added |
| National Bank of Canada | 1,766 | $21.0K | 0.00% | −334−15.9% | Reduced |
| Caitlin John, LLC | 1,300 | $15.5K | 0.01% | +950+271.4% | Added |
| Capital Advisors, Ltd. LLC | 1,245 | $15.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,252 | $14.9K | 0.00% | +1,252 | New |
| First PREMIER Bank | 1,000 | $12.0K | 0.00% | +1,000 | New |
| Consultiva Wealth Management, Corp. | 1,000 | $11.9K | 0.03% | +1,000 | New |
| GWM Advisors LLC | 960 | $11.4K | 0.00% | +60+6.7% | Added |
| Founders Capital Management | 800 | $9.52K | 0.00% | +800 | New |
| Miller Wealth Advisors, LLC | 800 | $9.52K | 0.00% | +800 | New |
| Aventura Private Wealth, LLC | 767 | $9.13K | 0.00% | +517+206.8% | Added |
| Los Angeles Capital Management LLC | 443 | $8.72K | 0.00% | +443 | New |
| Rothschild Investment LLC | 725 | $8.63K | 0.00% | +725 | New |
| 1620 Investment Advisors, Inc. | 695 | $8.27K | 0.01% | +695 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 653 | $8.00K | 0.00% | +653 | New |
| Strive Financial Group ,LLC | 668 | $7.95K | 0.00% | +668 | New |
| Winch Advisory Services, LLC | 640 | $7.62K | 0.00% | +330+106.5% | Added |
| Atlantic Union Bankshares Corp | 574 | $6.83K | 0.00% | +574 | New |
| Financial Consulate, Inc | 524 | $6.24K | 0.00% | +524 | New |
| Hurley Capital, LLC | 500 | $5.95K | 0.00% | −500−50.0% | Reduced |
| Quarry LP | 448 | $5.33K | 0.00% | +448 | New |
| Investors Research Corp | 415 | $4.94K | 0.00% | +415 | New |
| Cedar Mountain Advisors, LLC | 400 | $4.76K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $4.76K | 0.00% | +400 | New |
| IFC & Insurance Marketing, Inc. | 342 | $4.00K | 0.00% | +342 | New |
| Aspect Partners, LLC | 312 | $3.71K | 0.00% | −406−56.5% | Reduced |
| 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 |
| Cape Investment Advisory, Inc. | 280 | $3.33K | 0.00% | +280 | New |
| MAI Capital Management | 270 | $3.21K | 0.00% | +60+28.6% | Added |
| Comerica Bank | 255 | $3.04K | 0.00% | +255 | New |
| Private Trust Co NA | 250 | $2.98K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 210 | $2.50K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 185 | $2.20K | 0.00% | +185 | New |
| Stone House Investment Management, LLC | 180 | $2.14K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 186 | $2.00K | 0.00% | +186 | 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 |