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 |
|---|---|---|---|---|---|
| Shade Tree Advisors LLC | 52,500 | $794.6K | 0.57% | +52,500 | New |
| Jump Financial, LLC | 50,633 | $766.3K | 0.01% | −1,223,556−96.0% | Reduced |
| Cornerstone Wealth Management, LLC | 50,609 | $766.0K | 0.04% | +50,609 | New |
| Police & Firemen's Retirement System of New Jersey | 49,853 | $754.5K | 0.01% | +26,123+110.1% | Added |
| Vanguard Asset Management, Ltd | 49,345 | $746.8K | 0.00% | +49,345 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 49,120 | $743.4K | 0.03% | +23,020+88.2% | Added |
| HSBC Holdings PLC | 48,798 | $733.9K | 0.00% | +48,798 | New |
| Walleye Trading LLC | 46,519 | $704.1K | 0.01% | −103,698−69.0% | Reduced |
| Captrust Financial Advisors | 46,289 | $700.6K | 0.00% | +26,387+132.6% | Added |
| Barclays PLC | 46,097 | $697.7K | 0.00% | −146,792−76.1% | Reduced |
| Commonwealth Equity Services, LLC | 45,880 | $694.4K | 0.00% | +13,620+42.2% | Added |
| Creative Planning | 45,834 | $693.7K | 0.00% | +22,800+99.0% | Added |
| PEAK6 LLC | 42,191 | $638.6K | 0.02% | +42,191 | New |
| Leonteq Securities AG | 40,501 | $613.0K | 0.04% | +33,346+466.1% | Added |
| Lighthouse Investment Partners, LLC | 40,000 | $605.4K | 0.02% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 39,844 | $603.0K | 0.10% | +39,844 | New |
| Intech Investment Management LLC | 39,621 | $599.7K | 0.01% | +39,621 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 37,000 | $560.0K | 0.03% | +37,000 | New |
| Financial Sense Advisors, Inc. | 36,475 | $552.0K | 0.11% | +36,475 | New |
| State Board of Administration of Florida Retirement System | 36,468 | $551.9K | 0.00% | +36,468 | New |
| Alpine Global Management, LLC | 35,000 | $529.7K | 0.08% | +35,000 | New |
| Squarepoint Ops LLC | 34,989 | $529.6K | 0.00% | −38,247−52.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 34,873 | $527.8K | 0.18% | +34,873 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,736 | $525.7K | 0.00% | +14,936+75.4% | Added |
| Janus Henderson Group PLC | 34,456 | $521.5K | 0.00% | +8,387+32.2% | Added |
| The PNC Financial Services Group, Inc. | 33,481 | $506.7K | 0.00% | +2,261+7.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 33,417 | $505.8K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,738 | $495.5K | 0.00% | +3,828+13.2% | Added |
| Tower Research Capital LLC (TRC) | 32,514 | $492.1K | 0.01% | +29,506+980.9% | Added |
| STRS Ohio | 32,100 | $485.8K | 0.00% | +16,600+107.1% | Added |
| SummitTX Capital, L.P. | 31,917 | $483.1K | 0.02% | +8,044+33.7% | Added |
| Voya Investment Management LLC | 31,460 | $476.1K | 0.00% | +15,903+102.2% | Added |
| Kovack Advisors, Inc. | 30,351 | $450.2K | 0.02% | +30,351 | New |
| Stifel Financial Corp | 29,364 | $444.4K | 0.00% | −2,330−7.4% | Reduced |
| Darwin Advisors, LLC | 28,647 | $433.6K | 0.14% | 00.0% | Unchanged |
| Prudential Financial Inc | 28,405 | $429.9K | 0.00% | +28,405 | New |
| ProShare Advisors LLC | 26,720 | $404.4K | 0.00% | +10,627+66.0% | Added |
| Warberg Asset Management LLC | 25,333 | $383.4K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 23,755 | $378.2K | 0.00% | +23,755 | New |
| Axq Capital, LP | 24,962 | $377.8K | 0.05% | +24,962 | New |
| Perigon Wealth Management, LLC | 23,255 | $352.0K | 0.01% | +1,015+4.6% | Added |
| SG Americas Securities, LLC | 22,653 | $343.0K | 0.00% | −17,003−42.9% | Reduced |
| Tannin Capital LLC | 22,437 | $339.6K | 0.25% | +2,001+9.8% | Added |
| Kestra Advisory Services, LLC | 21,970 | $332.5K | 0.00% | −16,259−42.5% | Reduced |
| Sequoia Financial Advisors, LLC | 21,715 | $328.7K | 0.00% | +3,736+20.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 20,991 | $317.7K | 0.00% | +20,991 | New |
| Arizona State Retirement System | 20,951 | $317.1K | 0.00% | +8,273+65.3% | Added |
| one8zero8, LLC | 20,950 | $317.1K | 0.07% | +20,950 | New |
| Moors & Cabot, Inc. | 19,146 | $289.8K | 0.01% | +5,298+38.3% | Added |
| Vanguard Investments Australia, Ltd. | 18,860 | $285.4K | 0.00% | +18,860 | New |
| Harbour Investments, Inc. | 18,607 | $280.7K | 0.00% | +18,605+930,250.0% | Added |
| Cresset Asset Management, LLC | 18,184 | $275.2K | 0.00% | +6,198+51.7% | Added |
| Prelude Capital Management, LLC | 17,265 | $261.3K | 0.02% | −2,498−12.6% | Reduced |
| Cantor Fitzgerald, L. P. | 17,100 | $258.8K | 0.01% | +17,100 | New |
| Russell Investments Group, Ltd. | 16,716 | $253.0K | 0.00% | +9,512+132.0% | Added |
| KLP Kapitalforvaltning AS | 16,700 | $252.8K | 0.00% | +7,000+72.2% | Added |
| Xponance, Inc. | 16,613 | $251.4K | 0.00% | +16,613 | New |
| Independent Financial Group, LLC | 16,134 | $244.2K | 0.01% | +16,134 | New |
| Virginia Retirement Systems Et Al | 16,100 | $243.7K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 10,548 | $232.4K | 0.00% | +10,548 | New |
| Second Line Capital, LLC | 8,924 | $231.8K | 0.04% | +8,924 | New |
| Two Sigma Securities, LLC | 15,262 | $231.0K | 0.03% | +3,499+29.7% | Added |
| Ameritas Investment Partners, Inc. | 15,086 | $228.3K | 0.01% | +7,938+111.1% | Added |
| Formula Growth Ltd | 15,000 | $227.0K | 0.10% | −5,000−25.0% | Reduced |
| Guggenheim Capital LLC | 14,750 | $223.2K | 0.00% | +14,750 | New |
| Integrated Wealth Concepts LLC | 14,088 | $213.2K | 0.00% | −8,225−36.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,046 | $212.6K | 0.00% | +13,393+2,051.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,790 | $208.7K | 0.00% | +13,490+4,496.7% | Added |
| PCM Encore, LLC | 13,754 | $208.2K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,619 | $206.1K | 0.00% | +13,619 | New |
| Janney Montgomery Scott LLC | 13,575 | $205.0K | 0.00% | −121,185−89.9% | Reduced |
| Bank of Montreal | 13,362 | $202.2K | 0.00% | +13,362 | New |
| HighTower Advisors, LLC | 13,351 | $202.1K | 0.00% | +13,351 | New |
| Quantinno Capital Management LP | 13,281 | $201.0K | 0.00% | +13,281 | New |
| Allspring Global Investments Holdings, LLC | 12,949 | $191.6K | 0.00% | +12,949 | New |
| Concurrent Investment Advisors, LLC | 12,660 | $191.6K | 0.00% | +12,660 | New |
| Proactive Wealth Strategies LLC | 12,600 | $190.7K | 0.04% | +12,600 | New |
| SBI Securities Co., Ltd. | 12,558 | $190.1K | 0.01% | +7,036+127.4% | Added |
| Farther Finance Advisors, LLC | 12,687 | $187.8K | 0.00% | −41,363−76.5% | Reduced |
| M&T Bank Corp | 12,209 | $184.4K | 0.00% | +12,209 | New |
| IFP Advisors, Inc | 11,759 | $178.0K | 0.00% | +7,922+206.5% | Added |
| Graham Capital Management, L.P. | 11,704 | $177.1K | 0.01% | +11,704 | New |
| Mercer Global Advisors Inc | 11,673 | $176.7K | 0.00% | +11,673 | New |
| Revisor Wealth Management LLC | 11,640 | $176.2K | 0.05% | +11,640 | New |
| Winton Group Ltd | 11,507 | $174.2K | 0.01% | −45,974−80.0% | Reduced |
| Vectors Research Management, LLC | 11,481 | $173.8K | 0.05% | +11,481 | New |
| AQR Capital Management LLC | 11,270 | $170.6K | 0.00% | −680−5.7% | Reduced |
| Steel Peak Wealth Management LLC | 11,150 | $168.8K | 0.01% | +11,150 | New |
| Carlson Financial, Inc. | 11,145 | $168.7K | 0.10% | +11,145 | New |
| Pictet Asset Management Holding SA | 10,838 | $164.0K | 0.00% | +10,838 | New |
| RFG Advisory, LLC | 10,702 | $162.0K | 0.00% | +10,702 | New |
| Principal Financial Group Inc | 10,540 | $159.5K | 0.00% | +10,540 | New |
| Armistice Capital, LLC | 10,322 | $156.2K | 0.01% | +10,322 | New |
| CoreCap Advisors, LLC | 8,658 | $131.0K | 0.00% | +1,225+16.5% | Added |
| State of Tennessee, Treasury Department | 8,500 | $128.6K | 0.00% | +8,500 | New |
| Simplex Trading, LLC | 8,222 | $124.4K | 0.00% | +8,222 | New |
| CWM, LLC | 7,434 | $112.5K | 0.00% | +1,676+29.1% | Added |
| Walleye Capital LLC | 7,359 | $111.4K | 0.00% | −168,531−95.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,929 | $104.9K | 0.00% | +6,919+69,190.0% | Added |
| Rockefeller Capital Management L.P. | 6,590 | $99.7K | 0.00% | +367+5.9% | Added |