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USA Rare Earth, Inc.

USAR
Exchange
Nasdaq
Industry
Metal Mining
SEC CIK
0001970622

In the last 90 days, USA Rare Earth, Inc. insiders filed 0 open-market purchases and 1 sale; 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.

Q2 2026 vs. Q1 2026

How the institutions holding USA Rare Earth, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of USAR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders3183396+81
Shares127.6M43.2K138.0M+10.4M (+8.2%)
Value$1.94B$653.2K$2.96B+$1.02B (+52.6%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held USA Rare Earth, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 125 by value.

Institutions new to USAR in Q2 2026
InstitutionSharesValue% of portfolio
Artisan Partners Limited Partnership953,723$20.6M0.03%
Nomura Asset Management Co Ltd616,767$13.3M0.03%
T. Rowe Price Investment Management, Inc.518,388$11.2M0.01%
Rokos Capital Management LLP345,985$7.46M0.09%
American Century Companies Inc326,397$7.04M0.00%
Sound Capital Solutions LLC250,000$5.39M1.26%
Alps Advisors Inc233,067$5.03M0.02%
Sender Co & Partners, Inc.216,120$4.66M1.97%
IMC-Chicago, LLC184,431$3.98M0.04%
Jupiter Topco LLC162,134$3.50M0.00%
ArrowMark Colorado Holdings LLC157,634$3.40M0.14%
Man Group plc118,737$2.56M0.00%
Credit Agricole S A102,000$2.20M0.01%
Acasta Partners UK LLP97,900$2.11M1.12%
Main Management ETF Advisors, LLC86,178$1.86M0.06%
Virtu Financial LLC80,814$1.74M0.05%
Colony Group, LLC76,189$1.64M0.00%
Handelsbanken Fonder AB74,700$1.61M0.00%
Lisanti Capital Growth, LLC71,750$1.55M0.34%
State of Wisconsin Investment Board68,151$1.47M0.00%
Axxcess Wealth Management, LLC60,176$1.30M0.02%
Arete Wealth Advisors, LLC60,100$1.30M0.09%
D.A. Davidson & Co.57,925$1.25M0.01%
State of New Jersey Common Pension Fund D57,088$1.23M0.00%
KMT Wealth Management, LLC55,365$1.19M1.01%
Hudson Bay Capital Management LP50,847$1.10M0.01%
Oak Ridge Investments LLC50,627$1.09M0.06%
Franklin Resources Inc50,548$1.09M0.00%
Foundations Investment Advisors, LLC47,811$1.03M0.01%
Caption Management, LLC47,000$1.01M0.04%
Benjamin Edwards Inc43,971$948.8K0.01%
Legato Capital Management LLC36,375$785.0K0.07%
Independent Advisor Alliance35,905$774.8K0.02%
Centiva Capital, LP35,739$771.2K0.03%
Universal- Beteiligungs- und Servicegesellschaft mbH33,901$731.6K0.00%
Sprott Inc.32,751$706.8K0.02%
Oppenheimer & Co Inc32,327$697.6K0.01%
Walser Wealth Management Company, A Ltd Liability Co29,461$635.8K0.26%
Optiver Holding B.V.27,599$595.6K0.01%
KDT Advisors, LLC26,910$580.7K0.80%
GK Wealth Management LLC24,601$530.9K0.32%
Victory Capital Management Inc23,296$502.7K0.00%
Connor, Clark & Lunn Investment Management Ltd.22,412$483.7K0.00%
Global Retirement Partners, LLC21,952$473.7K0.01%
Standard Life Aberdeen plc20,363$439.4K0.00%
Public Employees Retirement Association of Colorado20,082$433.0K0.00%
Twin Tree Management, LP20,025$432.1K0.07%
CIBC Bancorp USA Inc.19,661$424.3K0.00%
SLT Holdings LLC18,350$396.0K0.25%
Brown Advisory Inc18,270$394.3K0.00%
Verity Asset Management, Inc.18,076$390.1K0.15%
Bulltick Wealth Management, LLC16,573$357.6K0.07%
ABN AMRO Bank N.V.15,750$339.2K0.00%
Perpetual Ltd15,075$325.3K0.00%
Cornerstone Wealth Group, LLC15,045$324.7K0.02%
Mariner Investment Group LLC15,000$323.7K0.08%
Corecam Pte. Ltd.14,737$318.0K0.12%
Truist Financial Corp14,597$315.0K0.00%
Qsemble Capital Management, LP13,945$300.9K0.04%
Vontobel Holding Ltd.13,449$290.2K0.00%
Brasada Capital Management, LP12,951$279.5K0.05%
Blueshift Asset Management, LLC12,704$274.2K0.06%
Quantum Private Wealth, LLC12,600$271.9K0.07%
Algert Global LLC12,250$264.4K0.00%
Counterpoint Mutual Funds LLC12,114$261.4K0.03%
Johnson Investment Counsel Inc11,438$246.8K0.00%
Neuberger Berman Group LLC11,069$238.9K0.00%
Brookstone Capital Management10,984$237.0K0.00%
Y-Intercept (Hong Kong) Ltd10,941$236.1K0.00%
Wealthfront Advisers LLC10,897$235.2K0.00%
Aptus Capital Advisors, LLC10,483$226.2K0.00%
R Squared Ltd10,439$225.3K0.12%
Avaii Wealth Management, LLC10,284$221.9K0.07%
JustInvest LLC10,163$219.3K0.00%
Ardsley Advisory Partners LP10,000$216.2K0.02%
Synergy Financial Management, LLC9,803$211.5K0.02%
Phoenix Holdings Ltd.9,429$202.9K0.00%
Redhawk Wealth Advisors, Inc.9,276$200.2K0.02%
Golden State Wealth Management, LLC7,000$151.1K0.01%
Mitsubishi UFJ Trust & Banking Corp6,086$131.3K0.00%
Planning Strategies Inc.5,400$116.5K0.07%
Nykredit A/S5,325$114.9K0.00%
Continuum Advisory, LLC2,299$49.6K0.00%
MCF Advisors LLC2,010$43.4K0.00%
Kemnay Advisory Services Inc.1,548$33.4K0.00%
Federated Hermes, Inc.1,513$32.7K0.00%
Purpose Unlimited Inc.1,410$30.5K0.00%
Parallel Advisors, LLC1,237$26.7K0.00%
Rakuten Securities, Inc.1,112$24.0K0.01%
Grove Bank & Trust1,000$21.6K0.00%
LifeSteps Financial, Inc.1,000$21.6K0.01%
BankPlus Trust Department989$21.3K0.00%
Capital Analysts, LLC759$16.0K0.00%
Ulland Investment Advisors, LLC537$12.0K0.01%
Highland Investment Advisors LLC550$11.9K0.01%
Vision Financial Markets LLC500$9.99K0.01%
TD Waterhouse Canada Inc.400$8.00K0.00%
Key Capital Management, INC357$7.70K0.00%
Silver Grove Financial Group, Inc.339$7.32K0.00%
Nemes Rush Group LLC300$6.47K0.00%

Sold out (44)

Institutions that held USA Rare Earth, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of USAR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Inflection Point Holdings II LLC3,125,000$47.3M
Newtyn Management, LLC2,339,613$35.4M
Adage Capital Partners GP, L.L.C.1,160,000$17.6M
Encompass Capital Advisors LLC465,000$6.22M
Seven Grand Managers, LLC262,500$3.97M
Toronto Dominion Bank250,649$3.79M
Point72 Asset Management, L.P.220,706$3.34M
XTX Topco Ltd89,648$1.36M
Tudor Investment Corp Et Al84,550$1.28M
Arosa Capital Management LP65,000$983.8K
Polymer Capital Management (US) LLC55,078$833.6K
Stonehage Fleming Financial Services Holdings Ltd49,120$743.4K
HSBC Holdings PLC48,798$733.9K
Walleye Trading LLC46,519$704.1K
PEAK6 LLC42,191$638.6K
LJI Wealth Management, LLC39,844$603.0K
Alpine Global Management, LLC35,000$529.7K
SummitTX Capital, L.P.31,917$483.1K
Axq Capital, LP24,962$377.8K
Prelude Capital Management, LLC17,265$261.3K
Independent Financial Group, LLC16,134$244.2K
Diversify Wealth Management, LLC10,548$232.4K
Second Line Capital, LLC8,924$231.8K
Two Sigma Securities, LLC15,262$231.0K
PCM Encore, LLC13,754$208.2K
Brinker Capital Investments, LLC13,619$206.1K
Graham Capital Management, L.P.11,704$177.1K
Winton Group Ltd11,507$174.2K
Steel Peak Wealth Management LLC11,150$168.8K
Armistice Capital, LLC10,322$156.2K
Walleye Capital LLC7,359$111.4K
State of Wyoming2,509$38.0K
Golden State Equity Partners1,815$27.5K
Innovative Asset Advisors Group, LLC1,550$23.5K
Jefferies Financial Group Inc.1,500$22.7K
Fourth Dimension Wealth, LLC950$14.4K
MMCAP International Inc. SPC687$10.4K
Clear Investment Research, LLC338$5.12K
Quest 10 Wealth Builders, Inc.135$2.04K
Quadrant Capital Group LLC127$1.92K
Scarborough Advisors, LLC100$1.51K
Adirondack Trust Co50$756
Root Financial Partners, LLC11$166
Sunrise Financial Services, LLC4$61

Not filed for Q2 2026 yet (3)

Institutions that held USA Rare Earth, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding USAR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC34,456$521.5K
CWM, LLC7,434$112.5K
Sunbelt Securities, Inc.1,266$19.2K