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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 39,621 | $599.7K | 0.01% | +39,621 | New |
| LJI Wealth Management, LLC | 39,844 | $603.0K | 0.10% | +39,844 | New |
| Lighthouse Investment Partners, LLC | 40,000 | $605.4K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 40,501 | $613.0K | 0.04% | +33,346+466.1% | Added |
| PEAK6 LLC | 42,191 | $638.6K | 0.02% | +42,191 | New |
| Creative Planning | 45,834 | $693.7K | 0.00% | +22,800+99.0% | Added |
| Commonwealth Equity Services, LLC | 45,880 | $694.4K | 0.00% | +13,620+42.2% | Added |
| Barclays PLC | 46,097 | $697.7K | 0.00% | −146,792−76.1% | Reduced |
| Captrust Financial Advisors | 46,289 | $700.6K | 0.00% | +26,387+132.6% | Added |
| Walleye Trading LLC | 46,519 | $704.1K | 0.01% | −103,698−69.0% | Reduced |
| HSBC Holdings PLC | 48,798 | $733.9K | 0.00% | +48,798 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 49,120 | $743.4K | 0.03% | +23,020+88.2% | Added |
| Vanguard Asset Management, Ltd | 49,345 | $746.8K | 0.00% | +49,345 | New |
| Police & Firemen's Retirement System of New Jersey | 49,853 | $754.5K | 0.01% | +26,123+110.1% | Added |
| Cornerstone Wealth Management, LLC | 50,609 | $766.0K | 0.04% | +50,609 | New |
| Jump Financial, LLC | 50,633 | $766.3K | 0.01% | −1,223,556−96.0% | Reduced |
| Shade Tree Advisors LLC | 52,500 | $794.6K | 0.57% | +52,500 | New |
| Cetera Investment Advisers | 52,895 | $800.6K | 0.00% | +22,854+76.1% | Added |
| Principia Wealth Advisory, LLC | 53,329 | $805.7K | 0.46% | +53,329 | New |
| Pier 88 Investment Partners LLC | 53,800 | $814.3K | 0.21% | +19,100+55.0% | Added |
| Polymer Capital Management (US) LLC | 55,078 | $833.6K | 0.12% | −68,656−55.5% | Reduced |
| New York State Common Retirement Fund | 57,900 | $876.3K | 0.00% | +30,200+109.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 60,000 | $908.1K | 0.38% | +46,400+341.2% | Added |
| Kingsbury Capital Investment Advisors LLC | 60,184 | $910.9K | 0.86% | +60,184 | New |
| Advisory Services Network, LLC | 60,845 | $920.9K | 0.01% | +60,845 | New |
| Texas Capital Bank Wealth Management Services Inc | 61,250 | $927.0K | 0.06% | +2,750+4.7% | Added |
| Legal & General Group Plc | 64,877 | $981.9K | 0.00% | +19,427+42.7% | Added |
| Arosa Capital Management LP | 65,000 | $983.8K | 0.64% | +65,000 | New |
| Jones Financial Companies LLLP | 66,599 | $1.03M | 0.00% | +35,819+116.4% | Added |
| P Schoenfeld Asset Management LP | 70,005 | $1.06M | 0.84% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 71,776 | $1.09M | 0.00% | +32,523+82.9% | Added |
| Vanguard Global Advisers, LLC | 80,059 | $1.21M | 0.00% | +80,059 | New |
| International Assets Investment Management, LLC | 82,905 | $1.23M | 0.09% | +11,656+16.4% | Added |
| SIR Capital Management, L.P. | 83,500 | $1.26M | 0.12% | −69,000−45.2% | Reduced |
| Tudor Investment Corp Et Al | 84,550 | $1.28M | 0.01% | +84,550 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 86,459 | $1.31M | 0.00% | +45,544+111.3% | Added |
| XTX Topco Ltd | 89,648 | $1.36M | 0.02% | +36,299+68.0% | Added |
| ExodusPoint Capital Management, LP | 92,468 | $1.40M | 0.01% | −107,903−53.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,053 | $1.42M | 0.00% | +65,389+228.1% | Added |
| Mfg Wealth Management, Inc. | 95,519 | $1.45M | 1.20% | +40,162+72.6% | Added |
| Manufacturers Life Insurance Company, The | 97,802 | $1.48M | 0.00% | +50,409+106.4% | Added |
| Royal Bank of Canada | 98,399 | $1.49M | 0.00% | +31,245+46.5% | Added |
| Dynamic Advisor Solutions LLC | 98,584 | $1.49M | 0.05% | +98,584 | New |
| PFG Investments, LLC | 99,844 | $1.51M | 0.07% | +99,844 | New |
| Weaver Capital Management LLC | 100,000 | $1.51M | 0.33% | 00.0% | Unchanged |
| MetLife Investment Management | 100,568 | $1.52M | 0.01% | +51,386+104.5% | Added |
| Verition Fund Management LLC | 101,120 | $1.53M | 0.01% | −51,207−33.6% | Reduced |
| Raymond James Financial Inc | 104,516 | $1.58M | 0.00% | +58,582+127.5% | Added |
| D. E. Shaw & Co., Inc. | 112,203 | $1.70M | 0.00% | −93,238−45.4% | Reduced |
| California State Teachers Retirement System | 116,048 | $1.76M | 0.00% | +69,787+150.9% | Added |
| MML Investors Services, LLC | 118,050 | $1.79M | 0.00% | +74+0.1% | Added |
| Longaeva Partners L.P. | 124,687 | $1.89M | 0.09% | +124,687 | New |
| UBS Asset Management Americas Inc | 127,164 | $1.92M | 0.00% | +54,972+76.1% | Added |
| Blair William & Co | 128,321 | $1.94M | 0.01% | +62,912+96.2% | Added |
| Himension Fund | 136,512 | $2.07M | 0.16% | +136,512 | New |
| Group One Trading, L.P. | 148,447 | $2.25M | 0.07% | +45,747+44.5% | Added |
| Swiss National Bank | 150,500 | $2.28M | 0.00% | +60,700+67.6% | Added |
| Deutsche Bank AG | 152,942 | $2.32M | 0.00% | +88,222+136.3% | Added |
| Jennison Associates LLC | 162,047 | $2.45M | 0.00% | +28,780+21.6% | Added |
| Bridgewater Associates, LP | 174,464 | $2.64M | 0.01% | −98,541−36.1% | Reduced |
| Rhumbline Advisers | 211,437 | $3.20M | 0.00% | +105,849+100.2% | Added |
| Susquehanna International Group, LLP | 216,554 | $3.28M | 0.00% | −1,175,115−84.4% | Reduced |
| Point72 Asset Management, L.P. | 220,706 | $3.34M | 0.01% | +220,706 | New |
| JPMorgan Chase & Co | 239,098 | $3.40M | 0.00% | +164,319+219.7% | Added |
| Texas Yale Capital Corp. | 243,850 | $3.69M | 0.10% | +2,050+0.8% | Added |
| Toronto Dominion Bank | 250,649 | $3.79M | 0.01% | −111,794−30.8% | Reduced |
| Seven Grand Managers, LLC | 262,500 | $3.97M | 0.27% | +262,500 | New |
| SEI Investments Co | 276,819 | $4.19M | 0.00% | +249,773+923.5% | Added |
| Ameriprise Financial Inc | 285,804 | $4.33M | 0.00% | +76,964+36.9% | Added |
| Wells Fargo & Company | 286,462 | $4.34M | 0.00% | +50,172+21.2% | Added |
| Clear Street Group Inc. | 300,109 | $4.54M | 0.03% | +300,109 | New |
| LPL Financial LLC | 318,431 | $4.82M | 0.00% | +122,822+62.8% | Added |
| Hohimer Wealth Management, LLC | 389,600 | $5.90M | 0.72% | +67,300+20.9% | Added |
| Encompass Capital Advisors LLC | 465,000 | $6.22M | 0.25% | +465,000 | New |
| Jain Global LLC | 428,765 | $6.49M | 0.08% | +428,765 | New |
| Korea Investment CORP | 454,859 | $6.88M | 0.01% | +454,859 | New |
| UNICOM Systems, Inc. | 459,374 | $6.95M | 0.71% | +459,374 | New |
| Millennium Management LLC | 466,050 | $7.05M | 0.01% | +430,371+1,206.2% | Added |
| Ghisallo Capital Management LLC | 500,000 | $7.57M | 0.21% | +500,000 | New |
| Nuveen, LLC | 501,911 | $7.60M | 0.00% | +300,076+148.7% | Added |
| Bank of New York Mellon Corp | 518,673 | $7.85M | 0.00% | +249,985+93.0% | Added |
| Invesco Ltd. | 658,209 | $9.96M | 0.00% | +590,617+873.8% | Added |
| Driehaus Capital Management LLC | 695,737 | $10.5M | 0.08% | +695,737 | New |
| Yaupon Capital Management LP | 700,000 | $10.6M | 0.52% | +700,000 | New |
| LMR Partners LLP | 753,876 | $11.4M | 0.11% | +651,000+632.8% | Added |
| Sovran Advisors, LLC | 456,920 | $11.9M | 0.93% | −32,787−6.7% | Reduced |
| FMR LLC | 919,032 | $13.9M | 0.00% | +914,242+19,086.5% | Added |
| Citadel Advisors LLC | 935,167 | $14.2M | 0.01% | +366,370+64.4% | Added |
| Renaissance Technologies LLC | 955,378 | $14.5M | 0.02% | −157,622−14.2% | Reduced |
| Goldman Sachs Group Inc | 1,009,146 | $15.3M | 0.00% | +95,934+10.5% | Added |
| Alliancebernstein L.P. | 1,422,270 | $16.9M | 0.01% | +420,265+41.9% | Added |
| Weiss Asset Management LP | 1,130,000 | $17.1M | 0.31% | +1,130,000 | New |
| Zimmer Partners, LP | 1,151,640 | $17.4M | 0.43% | +1,151,640 | New |
| Adage Capital Partners GP, L.L.C. | 1,160,000 | $17.6M | 0.03% | +1,160,000 | New |
| Altfest L J & Co Inc | 1,168,854 | $17.7M | 1.89% | −45,000−3.7% | Reduced |
| Vanguard Fiduciary Trust Co | 1,180,284 | $17.9M | 0.00% | +1,180,284 | New |
| Morgan Stanley | 1,224,759 | $18.5M | 0.00% | −28,820−2.3% | Reduced |
| Capital World Investors | 1,448,244 | $19.1M | 0.00% | +1,448,244 | New |
| Northern Trust Corp | 1,367,320 | $20.7M | 0.00% | +712,937+108.9% | Added |
| Vanguard Portfolio Management LLC | 1,407,517 | $21.3M | 0.00% | +1,407,517 | New |