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, Q1 2026
Institutional positions in USA Rare Earth, Inc. as of Mar 31, 2026. 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
- 318
- +92 vs. Q4 2025
- Shares held
- 127.6M
- +69.9M (+121.3%) vs. Q4 2025
- Total value
- $1.94B
- +$1.25B (+182.0%) vs. Q4 2025
- New holders
- 133
- 110 more added
- Sold out
- 41
- 38 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 16,570,777 | $250.8M | 0.71% | +8,773,164+112.5% | Added |
| BlackRock, Inc. | 14,085,618 | $213.2M | 0.00% | +7,699,541+120.6% | Added |
| State Street Corp | 12,065,748 | $182.6M | 0.01% | +7,032,882+139.7% | Added |
| Bayshore Capital Advisors, LLC | 8,743,216 | $132.3M | 55.84% | +139,999+1.6% | Added |
| Vanguard Capital Management LLC | 8,361,996 | $126.6M | 0.00% | +8,361,996 | New |
| Hood River Capital Management LLC | 4,242,941 | $79.4M | 0.80% | +4,242,941 | New |
| Trustees of the University of Pennsylvania | 4,854,970 | $73.5M | 24.75% | +4,854,970 | New |
| Geode Capital Management, LLC | 4,317,842 | $65.4M | 0.00% | +2,147,745+99.0% | Added |
| UBS Group AG | 3,883,815 | $58.8M | 0.01% | +2,604,437+203.6% | Added |
| Price T Rowe Associates Inc | 3,203,355 | $48.5M | 0.01% | +3,138,905+4,870.3% | Added |
| Inflection Point Holdings II LLC | 3,125,000 | $47.3M | 100.00% | 00.0% | Unchanged |
| Newtyn Management, LLC | 2,339,613 | $35.4M | 3.78% | +2,339,613 | New |
| Reaves W H & Co Inc | 2,320,000 | $35.1M | 0.58% | +2,320,000 | New |
| Citigroup Inc | 1,574,877 | $23.8M | 0.02% | +277,483+21.4% | Added |
| Charles Schwab Investment Management Inc | 1,449,933 | $21.9M | 0.00% | +661,968+84.0% | Added |
| Marex Group plc | 1,445,225 | $21.9M | 0.23% | +1,445,225 | New |
| Bank of America Corp | 1,422,926 | $21.5M | 0.00% | −177,197−11.1% | Reduced |
| Vanguard Portfolio Management LLC | 1,407,517 | $21.3M | 0.00% | +1,407,517 | New |
| Northern Trust Corp | 1,367,320 | $20.7M | 0.00% | +712,937+108.9% | Added |
| Capital World Investors | 1,448,244 | $19.1M | 0.00% | +1,448,244 | New |
| Morgan Stanley | 1,224,759 | $18.5M | 0.00% | −28,820−2.3% | Reduced |
| Vanguard Fiduciary Trust Co | 1,180,284 | $17.9M | 0.00% | +1,180,284 | New |
| Altfest L J & Co Inc | 1,168,854 | $17.7M | 1.89% | −45,000−3.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,160,000 | $17.6M | 0.03% | +1,160,000 | New |
| Zimmer Partners, LP | 1,151,640 | $17.4M | 0.43% | +1,151,640 | New |
| Weiss Asset Management LP | 1,130,000 | $17.1M | 0.31% | +1,130,000 | New |
| Alliancebernstein L.P. | 1,422,270 | $16.9M | 0.01% | +420,265+41.9% | Added |
| Goldman Sachs Group Inc | 1,009,146 | $15.3M | 0.00% | +95,934+10.5% | Added |
| Renaissance Technologies LLC | 955,378 | $14.5M | 0.02% | −157,622−14.2% | Reduced |
| Citadel Advisors LLC | 935,167 | $14.2M | 0.01% | +366,370+64.4% | Added |
| FMR LLC | 919,032 | $13.9M | 0.00% | +914,242+19,086.5% | Added |
| Sovran Advisors, LLC | 456,920 | $11.9M | 0.93% | −32,787−6.7% | Reduced |
| LMR Partners LLP | 753,876 | $11.4M | 0.11% | +651,000+632.8% | Added |
| Yaupon Capital Management LP | 700,000 | $10.6M | 0.52% | +700,000 | New |
| Driehaus Capital Management LLC | 695,737 | $10.5M | 0.08% | +695,737 | New |
| Invesco Ltd. | 658,209 | $9.96M | 0.00% | +590,617+873.8% | Added |
| Bank of New York Mellon Corp | 518,673 | $7.85M | 0.00% | +249,985+93.0% | Added |
| Nuveen, LLC | 501,911 | $7.60M | 0.00% | +300,076+148.7% | Added |
| Ghisallo Capital Management LLC | 500,000 | $7.57M | 0.21% | +500,000 | New |
| Millennium Management LLC | 466,050 | $7.05M | 0.01% | +430,371+1,206.2% | Added |
| UNICOM Systems, Inc. | 459,374 | $6.95M | 0.71% | +459,374 | New |
| Korea Investment CORP | 454,859 | $6.88M | 0.01% | +454,859 | New |
| Jain Global LLC | 428,765 | $6.49M | 0.08% | +428,765 | New |
| Encompass Capital Advisors LLC | 465,000 | $6.22M | 0.25% | +465,000 | New |
| Hohimer Wealth Management, LLC | 389,600 | $5.90M | 0.72% | +67,300+20.9% | Added |
| LPL Financial LLC | 318,431 | $4.82M | 0.00% | +122,822+62.8% | Added |
| Clear Street Group Inc. | 300,109 | $4.54M | 0.03% | +300,109 | New |
| Wells Fargo & Company | 286,462 | $4.34M | 0.00% | +50,172+21.2% | Added |
| Ameriprise Financial Inc | 285,804 | $4.33M | 0.00% | +76,964+36.9% | Added |
| SEI Investments Co | 276,819 | $4.19M | 0.00% | +249,773+923.5% | Added |
| Seven Grand Managers, LLC | 262,500 | $3.97M | 0.27% | +262,500 | New |
| Toronto Dominion Bank | 250,649 | $3.79M | 0.01% | −111,794−30.8% | Reduced |
| Texas Yale Capital Corp. | 243,850 | $3.69M | 0.10% | +2,050+0.8% | Added |
| JPMorgan Chase & Co | 239,098 | $3.40M | 0.00% | +164,319+219.7% | Added |
| Point72 Asset Management, L.P. | 220,706 | $3.34M | 0.01% | +220,706 | New |
| Susquehanna International Group, LLP | 216,554 | $3.28M | 0.00% | −1,175,115−84.4% | Reduced |
| Rhumbline Advisers | 211,437 | $3.20M | 0.00% | +105,849+100.2% | Added |
| Bridgewater Associates, LP | 174,464 | $2.64M | 0.01% | −98,541−36.1% | Reduced |
| Jennison Associates LLC | 162,047 | $2.45M | 0.00% | +28,780+21.6% | Added |
| Deutsche Bank AG | 152,942 | $2.32M | 0.00% | +88,222+136.3% | Added |
| Swiss National Bank | 150,500 | $2.28M | 0.00% | +60,700+67.6% | Added |
| Group One Trading, L.P. | 148,447 | $2.25M | 0.07% | +45,747+44.5% | Added |
| Himension Fund | 136,512 | $2.07M | 0.16% | +136,512 | New |
| Blair William & Co | 128,321 | $1.94M | 0.01% | +62,912+96.2% | Added |
| UBS Asset Management Americas Inc | 127,164 | $1.92M | 0.00% | +54,972+76.1% | Added |
| Longaeva Partners L.P. | 124,687 | $1.89M | 0.09% | +124,687 | New |
| MML Investors Services, LLC | 118,050 | $1.79M | 0.00% | +74+0.1% | Added |
| California State Teachers Retirement System | 116,048 | $1.76M | 0.00% | +69,787+150.9% | Added |
| D. E. Shaw & Co., Inc. | 112,203 | $1.70M | 0.00% | −93,238−45.4% | Reduced |
| Raymond James Financial Inc | 104,516 | $1.58M | 0.00% | +58,582+127.5% | Added |
| Verition Fund Management LLC | 101,120 | $1.53M | 0.01% | −51,207−33.6% | Reduced |
| MetLife Investment Management | 100,568 | $1.52M | 0.01% | +51,386+104.5% | Added |
| Weaver Capital Management LLC | 100,000 | $1.51M | 0.33% | 00.0% | Unchanged |
| PFG Investments, LLC | 99,844 | $1.51M | 0.07% | +99,844 | New |
| Dynamic Advisor Solutions LLC | 98,584 | $1.49M | 0.05% | +98,584 | New |
| Royal Bank of Canada | 98,399 | $1.49M | 0.00% | +31,245+46.5% | Added |
| Manufacturers Life Insurance Company, The | 97,802 | $1.48M | 0.00% | +50,409+106.4% | Added |
| Mfg Wealth Management, Inc. | 95,519 | $1.45M | 1.20% | +40,162+72.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,053 | $1.42M | 0.00% | +65,389+228.1% | Added |
| ExodusPoint Capital Management, LP | 92,468 | $1.40M | 0.01% | −107,903−53.9% | Reduced |
| XTX Topco Ltd | 89,648 | $1.36M | 0.02% | +36,299+68.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 86,459 | $1.31M | 0.00% | +45,544+111.3% | Added |
| Tudor Investment Corp Et Al | 84,550 | $1.28M | 0.01% | +84,550 | New |
| SIR Capital Management, L.P. | 83,500 | $1.26M | 0.12% | −69,000−45.2% | Reduced |
| International Assets Investment Management, LLC | 82,905 | $1.23M | 0.09% | +11,656+16.4% | Added |
| Vanguard Global Advisers, LLC | 80,059 | $1.21M | 0.00% | +80,059 | New |
| Advisor Group Holdings, Inc. | 71,776 | $1.09M | 0.00% | +32,523+82.9% | Added |
| P Schoenfeld Asset Management LP | 70,005 | $1.06M | 0.84% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 66,599 | $1.03M | 0.00% | +35,819+116.4% | Added |
| Arosa Capital Management LP | 65,000 | $983.8K | 0.64% | +65,000 | New |
| Legal & General Group Plc | 64,877 | $981.9K | 0.00% | +19,427+42.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 61,250 | $927.0K | 0.06% | +2,750+4.7% | Added |
| Advisory Services Network, LLC | 60,845 | $920.9K | 0.01% | +60,845 | New |
| Kingsbury Capital Investment Advisors LLC | 60,184 | $910.9K | 0.86% | +60,184 | New |
| Pilgrim Partners Asia Pte Ltd | 60,000 | $908.1K | 0.38% | +46,400+341.2% | Added |
| New York State Common Retirement Fund | 57,900 | $876.3K | 0.00% | +30,200+109.0% | Added |
| Polymer Capital Management (US) LLC | 55,078 | $833.6K | 0.12% | −68,656−55.5% | Reduced |
| Pier 88 Investment Partners LLC | 53,800 | $814.3K | 0.21% | +19,100+55.0% | Added |
| Principia Wealth Advisory, LLC | 53,329 | $805.7K | 0.46% | +53,329 | New |
| Cetera Investment Advisers | 52,895 | $800.6K | 0.00% | +22,854+76.1% | Added |