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, Q2 2026
Institutional positions in USA Rare Earth, Inc. as of Jun 30, 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
- 396
- +81 vs. Q1 2026
- Shares held
- 138.0M
- +10.4M (+8.2%) vs. Q1 2026
- Total value
- $2.96B
- +$1.02B (+52.6%) vs. Q1 2026
- New holders
- 125
- 150 more added
- Sold out
- 44
- 63 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 85,137 | $1.84M | 0.00% | +32,242+61.0% | Added |
| Main Management ETF Advisors, LLC | 86,178 | $1.86M | 0.06% | +86,178 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 89,089 | $1.92M | 0.00% | +2,630+3.0% | Added |
| International Assets Investment Management, LLC | 96,793 | $1.93M | 0.12% | +13,888+16.8% | Added |
| Voya Investment Management LLC | 91,265 | $1.97M | 0.00% | +59,805+190.1% | Added |
| Mfg Wealth Management, Inc. | 92,393 | $1.99M | 1.43% | −3,126−3.3% | Reduced |
| Royal Bank of Canada | 93,575 | $2.02M | 0.00% | −4,824−4.9% | Reduced |
| Acasta Partners UK LLP | 97,900 | $2.11M | 1.12% | +97,900 | New |
| Jones Financial Companies LLLP | 105,836 | $2.17M | 0.00% | +39,237+58.9% | Added |
| Credit Agricole S A | 102,000 | $2.20M | 0.01% | +102,000 | New |
| MML Investors Services, LLC | 104,823 | $2.26M | 0.00% | −13,227−11.2% | Reduced |
| Manufacturers Life Insurance Company, The | 110,673 | $2.39M | 0.00% | +12,871+13.2% | Added |
| MetLife Investment Management | 113,370 | $2.45M | 0.01% | +12,802+12.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 115,222 | $2.49M | 0.01% | +21,169+22.5% | Added |
| Man Group plc | 118,737 | $2.56M | 0.00% | +118,737 | New |
| Vanguard Asset Management, Ltd | 122,041 | $2.63M | 0.00% | +72,696+147.3% | Added |
| Longaeva Partners L.P. | 124,687 | $2.69M | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 137,363 | $2.96M | 0.01% | +9,042+7.0% | Added |
| Legal & General Group Plc | 146,306 | $3.16M | 0.00% | +81,429+125.5% | Added |
| ArrowMark Colorado Holdings LLC | 157,634 | $3.40M | 0.14% | +157,634 | New |
| Verition Fund Management LLC | 158,410 | $3.42M | 0.02% | +57,290+56.7% | Added |
| Jupiter Topco LLC | 162,134 | $3.50M | 0.00% | +162,134 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 162,223 | $3.50M | 0.13% | +125,223+338.4% | Added |
| Jennison Associates LLC | 162,787 | $3.51M | 0.00% | +740+0.5% | Added |
| PFG Investments, LLC | 171,047 | $3.69M | 0.14% | +71,203+71.3% | Added |
| Group One Trading, L.P. | 183,635 | $3.96M | 0.11% | +35,188+23.7% | Added |
| IMC-Chicago, LLC | 184,431 | $3.98M | 0.04% | +184,431 | New |
| Bridgewater Associates, LP | 186,950 | $4.03M | 0.02% | +12,486+7.2% | Added |
| Simplex Trading, LLC | 187,412 | $4.04M | 0.11% | +179,190+2,179.4% | Added |
| SEI Investments Co | 191,978 | $4.14M | 0.00% | −84,841−30.6% | Reduced |
| Raymond James Financial Inc | 192,461 | $4.15M | 0.00% | +87,945+84.1% | Added |
| D. E. Shaw & Co., Inc. | 200,694 | $4.33M | 0.00% | +88,491+78.9% | Added |
| California State Teachers Retirement System | 200,935 | $4.34M | 0.00% | +84,887+73.1% | Added |
| Sender Co & Partners, Inc. | 216,120 | $4.66M | 1.97% | +216,120 | New |
| Himension Fund | 216,562 | $4.67M | 0.29% | +80,050+58.6% | Added |
| Sovran Advisors, LLC | 339,133 | $4.77M | 0.36% | −117,787−25.8% | Reduced |
| Alps Advisors Inc | 233,067 | $5.03M | 0.02% | +233,067 | New |
| Deutsche Bank AG | 241,698 | $5.22M | 0.00% | +88,756+58.0% | Added |
| Rhumbline Advisers | 243,567 | $5.26M | 0.00% | +32,130+15.2% | Added |
| Texas Yale Capital Corp. | 245,350 | $5.29M | 0.11% | +1,500+0.6% | Added |
| Sound Capital Solutions LLC | 250,000 | $5.39M | 1.26% | +250,000 | New |
| SIR Capital Management, L.P. | 250,414 | $5.40M | 0.62% | +166,914+199.9% | Added |
| UBS Asset Management Americas Inc | 258,383 | $5.58M | 0.00% | +131,219+103.2% | Added |
| Weiss Asset Management LP | 269,480 | $5.82M | 0.07% | −860,520−76.2% | Reduced |
| Ameriprise Financial Inc | 288,851 | $6.25M | 0.00% | +3,047+1.1% | Added |
| American Century Companies Inc | 326,397 | $7.04M | 0.00% | +326,397 | New |
| Rokos Capital Management LLP | 345,985 | $7.46M | 0.09% | +345,985 | New |
| Clear Street Group Inc. | 345,975 | $7.47M | 0.02% | +45,866+15.3% | Added |
| Swiss National Bank | 349,900 | $7.55M | 0.00% | +199,400+132.5% | Added |
| Susquehanna International Group, LLP | 355,314 | $7.67M | 0.01% | +138,760+64.1% | Added |
| New York State Common Retirement Fund | 357,854 | $7.72M | 0.01% | +299,954+518.1% | Added |
| Hohimer Wealth Management, LLC | 398,900 | $8.61M | 0.89% | +9,300+2.4% | Added |
| Millennium Management LLC | 417,669 | $9.01M | 0.01% | −48,381−10.4% | Reduced |
| Wells Fargo & Company | 438,308 | $9.46M | 0.00% | +151,846+53.0% | Added |
| UNICOM Systems, Inc. | 459,374 | $9.91M | 0.65% | 00.0% | Unchanged |
| Invesco Ltd. | 472,417 | $10.2M | 0.00% | −185,792−28.2% | Reduced |
| Trustees of the University of Pennsylvania | 493,094 | $10.6M | 10.21% | −4,361,876−89.8% | Reduced |
| Ghisallo Capital Management LLC | 500,000 | $10.8M | 0.21% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 518,388 | $11.2M | 0.01% | +518,388 | New |
| Squarepoint Ops LLC | 546,156 | $11.8M | 0.02% | +511,167+1,460.9% | Added |
| LPL Financial LLC | 579,111 | $12.5M | 0.00% | +260,680+81.9% | Added |
| Nuveen, LLC | 610,832 | $13.2M | 0.00% | +108,921+21.7% | Added |
| Nomura Asset Management Co Ltd | 616,767 | $13.3M | 0.03% | +616,767 | New |
| Bank of New York Mellon Corp | 626,036 | $13.5M | 0.00% | +107,363+20.7% | Added |
| Yaupon Capital Management LP | 700,000 | $15.1M | 0.50% | 00.0% | Unchanged |
| LMR Partners LLP | 753,676 | $16.3M | 0.12% | −2000.0% | Reduced |
| Goldman Sachs Group Inc | 831,650 | $17.9M | 0.00% | −177,496−17.6% | Reduced |
| Korea Investment CORP | 839,126 | $18.1M | 0.03% | +384,267+84.5% | Added |
| FMR LLC | 941,643 | $20.3M | 0.00% | +22,611+2.5% | Added |
| Driehaus Capital Management LLC | 942,294 | $20.3M | 0.12% | +246,557+35.4% | Added |
| Artisan Partners Limited Partnership | 953,723 | $20.6M | 0.03% | +953,723 | New |
| Alliancebernstein L.P. | 1,360,770 | $20.6M | 0.01% | −61,500−4.3% | Reduced |
| Zimmer Partners, LP | 1,132,220 | $24.4M | 0.58% | −19,420−1.7% | Reduced |
| Citigroup Inc | 1,241,161 | $26.8M | 0.01% | −333,716−21.2% | Reduced |
| Altfest L J & Co Inc | 1,260,525 | $27.2M | 2.64% | +91,671+7.8% | Added |
| Vanguard Fiduciary Trust Co | 1,288,343 | $27.8M | 0.01% | +108,059+9.2% | Added |
| Morgan Stanley | 1,289,496 | $27.8M | 0.00% | +64,737+5.3% | Added |
| Capital World Investors | 1,500,240 | $32.4M | 0.00% | +51,996+3.6% | Added |
| Bank of America Corp | 1,518,145 | $32.8M | 0.00% | +95,219+6.7% | Added |
| Charles Schwab Investment Management Inc | 1,518,322 | $32.8M | 0.00% | +68,389+4.7% | Added |
| Northern Trust Corp | 1,589,753 | $34.3M | 0.00% | +222,433+16.3% | Added |
| Citadel Advisors LLC | 1,754,650 | $37.9M | 0.02% | +819,483+87.6% | Added |
| JPMorgan Chase & Co | 1,983,632 | $41.9M | 0.00% | +1,744,534+729.6% | Added |
| Reaves W H & Co Inc | 2,000,000 | $43.2M | 0.65% | −320,000−13.8% | Reduced |
| Marex Group plc | 2,142,369 | $46.2M | 0.34% | +697,144+48.2% | Added |
| Hood River Capital Management LLC | 3,688,848 | $79.6M | 0.58% | −554,093−13.1% | Reduced |
| Renaissance Technologies LLC | 3,951,100 | $85.3M | 0.12% | +2,995,722+313.6% | Added |
| Bayshore Capital Advisors, LLC | 4,438,785 | $95.8M | 44.72% | −4,304,431−49.2% | Reduced |
| Geode Capital Management, LLC | 4,858,203 | $104.9M | 0.01% | +540,361+12.5% | Added |
| Vanguard Portfolio Management LLC | 5,495,447 | $118.6M | 0.01% | +4,087,930+290.4% | Added |
| Vanguard Capital Management LLC | 8,240,608 | $177.8M | 0.00% | −121,388−1.5% | Reduced |
| Price T Rowe Associates Inc | 8,913,480 | $192.4M | 0.02% | +5,710,125+178.3% | Added |
| UBS Group AG | 8,913,844 | $192.4M | 0.03% | +5,030,029+129.5% | Added |
| Alyeska Investment Group, L.P. | 11,290,321 | $243.6M | 0.63% | −5,280,456−31.9% | Reduced |
| State Street Corp | 13,522,226 | $291.8M | 0.01% | +1,456,478+12.1% | Added |
| BlackRock, Inc. | 15,560,453 | $335.8M | 0.01% | +1,474,835+10.5% | Added |
| Inflection Point Holdings II LLC | 0 | $0 | 0.00% | −3,125,000−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −2,339,613−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,160,000−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −465,000−100.0% | Sold out |