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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 318 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 50 institutionsQ4 2023: 47 institutionsQ1 2024: 51 institutionsQ2 2024: 45 institutionsQ3 2024: 46 institutionsQ4 2024: 8 institutionsQ1 2025: 15 institutionsQ2 2025: 46 institutionsQ3 2025: 140 institutionsQ4 2025: 230 institutionsQ1 2026: 318 institutionsQ2 2026: 396 institutions
Value heldQ1 2026: $1.94B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $198.8MQ4 2023: $238.9MQ1 2024: $242.6MQ2 2024: $244.8MQ3 2024: $254.0MQ4 2024: $19.1MQ1 2025: $13.3MQ2 2025: $139.7MQ3 2025: $535.8MQ4 2025: $761.2MQ1 2026: $1.94BQ2 2026: $2.96B
Institutions holding USAR and their total value by quarter
QuarterHoldersValue
Q2 2026396$2.96B
Q1 2026318$1.94B
Q4 2025230$761.2M
Q3 2025140$535.8M
Q2 202546$139.7M
Q1 202515$13.3M
Q4 20248$19.1M
Q3 202446$254.0M
Q2 202445$244.8M
Q1 202451$242.6M
Q4 202347$238.9M
Q3 202350$198.8M
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q4 2025.

Institutions holding USAR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC60$00.00%−115,493−99.9%Reduced
Covestor Ltd9$00.00%+9New
Hughes Financial Services, LLC1$150.00%+1New
Essential Partners LLC2$300.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$450.00%+3New
Sunrise Financial Services, LLC4$610.00%+4New
Essential Investment Partners LLC5$760.00%00.0%Unchanged
Root Financial Partners, LLC11$1660.00%+11New
Tidemark, LLC24$3630.00%00.0%Unchanged
Bare Financial Services, Inc29$4390.00%+29New
Fortitude Family Office, LLC49$7420.00%+49New
Adirondack Trust Co50$7560.00%00.0%Unchanged
Strategic Investment Solutions, Inc.50$7570.00%00.0%Unchanged
Hilton Head Capital Partners, LLC50$7570.00%00.0%Unchanged
REAP Financial Group, LLC50$7570.00%+50New
Smartleaf Asset Management LLC61$8680.00%+61New
Sfam, LLC60$9080.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.60$9080.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.66$9990.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.70$1.00K0.00%00.0%Unchanged
Meeder Asset Management Inc72$1.09K0.00%+72New
National Bank of Canada90$1.36K0.00%−1,676−94.9%Reduced
NBC Securities, Inc.97$1.47K0.00%+97New
South State Corp.100$1.51K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.100$1.51K0.00%00.0%Unchanged
City State Bank100$1.51K0.00%00.0%Unchanged
Scarborough Advisors, LLC100$1.51K0.00%+100New
Huntington National Bank109$1.65K0.00%+109New
City Holding Co111$1.68K0.00%+111New
Triumph Capital Management115$1.74K0.00%+15+15.0%Added
Quadrant Capital Group LLC127$1.92K0.00%+127New
Massmutual Trust Co FSB130$1.97K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.135$2.04K0.00%+135New
Gen-Wealth Partners Inc136$2.06K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC150$2.27K0.00%+150New
Atlantic Edge Private Wealth Management, LLC150$2.27K0.00%+50+50.0%Added
JDM Financial Group LLC163$2.47K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc181$2.74K0.00%+181New
Costello Asset Management, INC185$2.80K0.00%00.0%Unchanged
Parkside Financial Bank & Trust185$2.80K0.00%+40+27.6%Added
Stone House Investment Management, LLC192$2.91K0.00%+12+6.7%Added
Roble, Belko & Company, Inc174$3.00K0.00%−12−6.5%Reduced
Medallion Wealth Advisors, LLC200$3.03K0.00%−100−33.3%Reduced
Toth Financial Advisory Corp200$3.03K0.00%+200New
Crews Bank & Trust200$3.03K0.00%+200New
Hollencrest Capital Management212$3.21K0.00%+167+371.1%Added
CNB Bank224$3.39K0.00%+224New
Central Trust Co244$3.69K0.00%+244New
Hurley Capital, LLC250$3.78K0.00%−250−50.0%Reduced
McGuire Capital Advisors Inc275$4.16K0.00%+275New
Aspect Partners, LLC311$4.71K0.00%−1−0.3%Reduced
Clear Investment Research, LLC338$5.12K0.01%+338New
US Bancorp392$5.93K0.00%+272+226.7%Added
Avalon Trust Co400$6.05K0.00%00.0%Unchanged
Investors Research Corp415$6.28K0.00%00.0%Unchanged
Los Angeles Capital Management LLC443$6.71K0.00%00.0%Unchanged
Elequin Capital LP491$7.43K0.00%+491New
Murphy & Mullick Capital Management Corp500$7.57K0.01%+400+400.0%Added
EFG International AG500$7.57K0.00%+500New
Financial Consulate, Inc524$7.93K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC528$7.99K0.00%+528New
Pinnacle Wealth Planning Services, Inc.533$8.07K0.00%+533New
Atlantic Union Bankshares Corp574$8.69K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC600$9.08K0.00%−200−25.0%Reduced
Winch Advisory Services, LLC640$9.69K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC650$9.84K0.00%+250+62.5%Added
Strive Financial Group ,LLC668$10.0K0.01%00.0%Unchanged
IMG Wealth Management, Inc.663$10.0K0.01%+500+306.7%Added
MMCAP International Inc. SPC687$10.4K0.00%+687New
1620 Investment Advisors, Inc.695$10.5K0.01%00.0%Unchanged
MAI Capital Management735$11.1K0.00%+465+172.2%Added
AdvisorNet Financial, Inc747$11.3K0.00%+747New
Salem Investment Counselors Inc750$11.4K0.00%+750New
Rothschild Investment LLC760$11.5K0.00%+35+4.8%Added
Signaturefd, LLC834$12.6K0.00%+740+787.2%Added
SRS Capital Advisors, Inc.850$12.9K0.00%+804+1,747.8%Added
Silicon Valley Capital Partners851$12.9K0.00%+851New
Forum Finance Group S.A.1,100$13.0K0.01%+1,100New
Fourth Dimension Wealth, LLC950$14.4K0.01%+950New
First PREMIER Bank1,000$15.0K0.00%00.0%Unchanged
TSFG, LLC1,000$15.0K0.00%+1,000New
Caitlin John, LLC1,000$15.1K0.01%−300−23.1%Reduced
Consultiva Wealth Management, Corp.1,000$15.1K0.04%00.0%Unchanged
Wolff Wiese Magana LLC1,000$15.1K0.01%+1,000New
American Capital Advisory, LLC1,000$15.1K0.01%+1,000New
GWM Advisors LLC1,169$17.7K0.00%+209+21.8%Added
Bokf, NA1,185$17.9K0.00%+1,185New
Founders Capital Management1,200$18.2K0.01%+400+50.0%Added
Armstrong Advisory Group, Inc1,223$18.5K0.00%+1,223New
Sunbelt Securities, Inc.1,266$19.2K0.00%+1,266New
HHM Wealth Advisors, LLC1,406$21.3K0.00%+1,406New
Aventura Private Wealth, LLC1,427$21.6K0.01%+660+86.0%Added
Jefferies Financial Group Inc.1,500$22.7K0.00%+1,500New
Innovative Asset Advisors Group, LLC1,550$23.5K0.01%+1,550New
Bullock Wealth Management Group1,755$26.0K0.01%−765−30.4%Reduced
Nisa Investment Advisors, LLC1,788$27.1K0.00%+1,788New
Golden State Equity Partners1,815$27.5K0.00%+1,815New
GAMMA Investing LLC1,858$28.1K0.00%+1,721+1,256.2%Added
Activest Wealth Management2,000$30.3K0.01%00.0%Unchanged
KBC Group NV2,309$35.0K0.00%+2,309New