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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,422,926 | $21.5M | 0.00% | −177,197−11.1% | Reduced |
| Marex Group plc | 1,445,225 | $21.9M | 0.23% | +1,445,225 | New |
| Charles Schwab Investment Management Inc | 1,449,933 | $21.9M | 0.00% | +661,968+84.0% | Added |
| Citigroup Inc | 1,574,877 | $23.8M | 0.02% | +277,483+21.4% | Added |
| Reaves W H & Co Inc | 2,320,000 | $35.1M | 0.58% | +2,320,000 | New |
| Newtyn Management, LLC | 2,339,613 | $35.4M | 3.78% | +2,339,613 | New |
| Inflection Point Holdings II LLC | 3,125,000 | $47.3M | 100.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,203,355 | $48.5M | 0.01% | +3,138,905+4,870.3% | Added |
| UBS Group AG | 3,883,815 | $58.8M | 0.01% | +2,604,437+203.6% | Added |
| Geode Capital Management, LLC | 4,317,842 | $65.4M | 0.00% | +2,147,745+99.0% | Added |
| Trustees of the University of Pennsylvania | 4,854,970 | $73.5M | 24.75% | +4,854,970 | New |
| Hood River Capital Management LLC | 4,242,941 | $79.4M | 0.80% | +4,242,941 | New |
| Vanguard Capital Management LLC | 8,361,996 | $126.6M | 0.00% | +8,361,996 | New |
| Bayshore Capital Advisors, LLC | 8,743,216 | $132.3M | 55.84% | +139,999+1.6% | Added |
| State Street Corp | 12,065,748 | $182.6M | 0.01% | +7,032,882+139.7% | Added |
| BlackRock, Inc. | 14,085,618 | $213.2M | 0.00% | +7,699,541+120.6% | Added |
| Alyeska Investment Group, L.P. | 16,570,777 | $250.8M | 0.71% | +8,773,164+112.5% | Added |
| Swiss Life Asset Management Ltd | 5,923 | – | – | +5,923 | New |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −567,127−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −368,918−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −264,574−100.0% | Sold out |
| Dayah Capital LLC | 0 | $0 | 0.00% | −183,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −148,354−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −136,548−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −104,821−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −82,783−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −78,424−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −76,600−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −37,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −69,940−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −65,863−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −64,587−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −60,261−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −58,345−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −55,212−100.0% | Sold out |
| Guild Investment Management, Inc. | 0 | $0 | 0.00% | −49,760−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −41,477−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −28,647−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,427−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −16,919−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −16,595−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −16,186−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −14,768−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,829−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,965−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |