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 |
|---|---|---|---|---|---|
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,500 | $37.8K | 0.00% | +2,500 | New |
| Center for Financial Planning, Inc. | 2,503 | $37.9K | 0.00% | +112+4.7% | Added |
| State of Wyoming | 2,509 | $38.0K | 0.00% | +1,257+100.4% | Added |
| Ensign Peak Advisors, Inc | 2,600 | $39.4K | 0.00% | +2,600 | New |
| Mather Group, LLC. | 2,645 | $40.0K | 0.00% | +2,645 | New |
| Larson Financial Group LLC | 2,768 | $41.9K | 0.00% | +676+32.3% | Added |
| Allworth Financial LP | 2,890 | $43.7K | 0.00% | +1,053+57.3% | Added |
| Hickory Point Bank & Trust | 3,500 | $53.0K | 0.03% | +3,500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,625 | $55.0K | 0.00% | +3,625 | New |
| Sterling Capital Management LLC | 3,676 | $55.6K | 0.00% | +829+29.1% | Added |
| Fifth Third Bancorp | 4,178 | $63.2K | 0.00% | +4,178 | New |
| Bogart Wealth, LLC | 5,507 | $83.3K | 0.00% | +5,507 | New |
| Rossby Financial, LCC | 5,775 | $85.5K | 0.02% | +5,775 | New |
| Newbridge Financial Services Group, Inc. | 5,945 | $90.0K | 0.01% | −260−4.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,007 | $90.9K | 0.02% | +2,749+84.4% | Added |
| Federation des caisses Desjardins du Quebec | 6,147 | $93.0K | 0.00% | +6,147 | New |
| Private Trust Co NA | 6,150 | $93.1K | 0.01% | +5,900+2,360.0% | Added |
| Rockefeller Capital Management L.P. | 6,590 | $99.7K | 0.00% | +367+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 6,929 | $104.9K | 0.00% | +6,919+69,190.0% | Added |
| Walleye Capital LLC | 7,359 | $111.4K | 0.00% | −168,531−95.8% | Reduced |
| CWM, LLC | 7,434 | $112.5K | 0.00% | +1,676+29.1% | Added |
| Simplex Trading, LLC | 8,222 | $124.4K | 0.00% | +8,222 | New |
| State of Tennessee, Treasury Department | 8,500 | $128.6K | 0.00% | +8,500 | New |
| CoreCap Advisors, LLC | 8,658 | $131.0K | 0.00% | +1,225+16.5% | Added |
| Armistice Capital, LLC | 10,322 | $156.2K | 0.01% | +10,322 | New |
| Principal Financial Group Inc | 10,540 | $159.5K | 0.00% | +10,540 | New |
| RFG Advisory, LLC | 10,702 | $162.0K | 0.00% | +10,702 | New |
| Pictet Asset Management Holding SA | 10,838 | $164.0K | 0.00% | +10,838 | New |
| Carlson Financial, Inc. | 11,145 | $168.7K | 0.10% | +11,145 | New |
| Steel Peak Wealth Management LLC | 11,150 | $168.8K | 0.01% | +11,150 | New |
| AQR Capital Management LLC | 11,270 | $170.6K | 0.00% | −680−5.7% | Reduced |
| Vectors Research Management, LLC | 11,481 | $173.8K | 0.05% | +11,481 | New |
| Winton Group Ltd | 11,507 | $174.2K | 0.01% | −45,974−80.0% | Reduced |
| Revisor Wealth Management LLC | 11,640 | $176.2K | 0.05% | +11,640 | New |
| Mercer Global Advisors Inc | 11,673 | $176.7K | 0.00% | +11,673 | New |
| Graham Capital Management, L.P. | 11,704 | $177.1K | 0.01% | +11,704 | New |
| IFP Advisors, Inc | 11,759 | $178.0K | 0.00% | +7,922+206.5% | Added |
| M&T Bank Corp | 12,209 | $184.4K | 0.00% | +12,209 | New |
| Farther Finance Advisors, LLC | 12,687 | $187.8K | 0.00% | −41,363−76.5% | Reduced |
| SBI Securities Co., Ltd. | 12,558 | $190.1K | 0.01% | +7,036+127.4% | Added |
| Proactive Wealth Strategies LLC | 12,600 | $190.7K | 0.04% | +12,600 | New |
| Concurrent Investment Advisors, LLC | 12,660 | $191.6K | 0.00% | +12,660 | New |
| Allspring Global Investments Holdings, LLC | 12,949 | $191.6K | 0.00% | +12,949 | New |
| Quantinno Capital Management LP | 13,281 | $201.0K | 0.00% | +13,281 | New |
| HighTower Advisors, LLC | 13,351 | $202.1K | 0.00% | +13,351 | New |
| Bank of Montreal | 13,362 | $202.2K | 0.00% | +13,362 | New |
| Janney Montgomery Scott LLC | 13,575 | $205.0K | 0.00% | −121,185−89.9% | Reduced |
| Brinker Capital Investments, LLC | 13,619 | $206.1K | 0.00% | +13,619 | New |
| PCM Encore, LLC | 13,754 | $208.2K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,790 | $208.7K | 0.00% | +13,490+4,496.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,046 | $212.6K | 0.00% | +13,393+2,051.0% | Added |
| Integrated Wealth Concepts LLC | 14,088 | $213.2K | 0.00% | −8,225−36.9% | Reduced |
| Guggenheim Capital LLC | 14,750 | $223.2K | 0.00% | +14,750 | New |
| Formula Growth Ltd | 15,000 | $227.0K | 0.10% | −5,000−25.0% | Reduced |
| Ameritas Investment Partners, Inc. | 15,086 | $228.3K | 0.01% | +7,938+111.1% | Added |
| Two Sigma Securities, LLC | 15,262 | $231.0K | 0.03% | +3,499+29.7% | Added |
| Second Line Capital, LLC | 8,924 | $231.8K | 0.04% | +8,924 | New |
| Diversify Wealth Management, LLC | 10,548 | $232.4K | 0.00% | +10,548 | New |
| Virginia Retirement Systems Et Al | 16,100 | $243.7K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,134 | $244.2K | 0.01% | +16,134 | New |
| Xponance, Inc. | 16,613 | $251.4K | 0.00% | +16,613 | New |
| KLP Kapitalforvaltning AS | 16,700 | $252.8K | 0.00% | +7,000+72.2% | Added |
| Russell Investments Group, Ltd. | 16,716 | $253.0K | 0.00% | +9,512+132.0% | Added |
| Cantor Fitzgerald, L. P. | 17,100 | $258.8K | 0.01% | +17,100 | New |
| Prelude Capital Management, LLC | 17,265 | $261.3K | 0.02% | −2,498−12.6% | Reduced |
| Cresset Asset Management, LLC | 18,184 | $275.2K | 0.00% | +6,198+51.7% | Added |
| Harbour Investments, Inc. | 18,607 | $280.7K | 0.00% | +18,605+930,250.0% | Added |
| Vanguard Investments Australia, Ltd. | 18,860 | $285.4K | 0.00% | +18,860 | New |
| Moors & Cabot, Inc. | 19,146 | $289.8K | 0.01% | +5,298+38.3% | Added |
| one8zero8, LLC | 20,950 | $317.1K | 0.07% | +20,950 | New |
| Arizona State Retirement System | 20,951 | $317.1K | 0.00% | +8,273+65.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 20,991 | $317.7K | 0.00% | +20,991 | New |
| Sequoia Financial Advisors, LLC | 21,715 | $328.7K | 0.00% | +3,736+20.8% | Added |
| Kestra Advisory Services, LLC | 21,970 | $332.5K | 0.00% | −16,259−42.5% | Reduced |
| Tannin Capital LLC | 22,437 | $339.6K | 0.25% | +2,001+9.8% | Added |
| SG Americas Securities, LLC | 22,653 | $343.0K | 0.00% | −17,003−42.9% | Reduced |
| Perigon Wealth Management, LLC | 23,255 | $352.0K | 0.01% | +1,015+4.6% | Added |
| Axq Capital, LP | 24,962 | $377.8K | 0.05% | +24,962 | New |
| Wealth Enhancement Advisory Services, LLC | 23,755 | $378.2K | 0.00% | +23,755 | New |
| Warberg Asset Management LLC | 25,333 | $383.4K | 0.11% | 00.0% | Unchanged |
| ProShare Advisors LLC | 26,720 | $404.4K | 0.00% | +10,627+66.0% | Added |
| Prudential Financial Inc | 28,405 | $429.9K | 0.00% | +28,405 | New |
| Darwin Advisors, LLC | 28,647 | $433.6K | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,364 | $444.4K | 0.00% | −2,330−7.4% | Reduced |
| Kovack Advisors, Inc. | 30,351 | $450.2K | 0.02% | +30,351 | New |
| Voya Investment Management LLC | 31,460 | $476.1K | 0.00% | +15,903+102.2% | Added |
| SummitTX Capital, L.P. | 31,917 | $483.1K | 0.02% | +8,044+33.7% | Added |
| STRS Ohio | 32,100 | $485.8K | 0.00% | +16,600+107.1% | Added |
| Tower Research Capital LLC (TRC) | 32,514 | $492.1K | 0.01% | +29,506+980.9% | Added |
| Private Advisor Group, LLC | 32,738 | $495.5K | 0.00% | +3,828+13.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 33,417 | $505.8K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 33,481 | $506.7K | 0.00% | +2,261+7.2% | Added |
| Janus Henderson Group PLC | 34,456 | $521.5K | 0.00% | +8,387+32.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,736 | $525.7K | 0.00% | +14,936+75.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 34,873 | $527.8K | 0.18% | +34,873 | New |
| Squarepoint Ops LLC | 34,989 | $529.6K | 0.00% | −38,247−52.2% | Reduced |
| Alpine Global Management, LLC | 35,000 | $529.7K | 0.08% | +35,000 | New |
| State Board of Administration of Florida Retirement System | 36,468 | $551.9K | 0.00% | +36,468 | New |
| Financial Sense Advisors, Inc. | 36,475 | $552.0K | 0.11% | +36,475 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 37,000 | $560.0K | 0.03% | +37,000 | New |