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 |
|---|---|---|---|---|---|
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −262,500−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −250,649−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −220,706−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −89,648−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −84,550−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −55,078−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −49,120−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −48,798−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −46,519−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −42,191−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −39,844−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −31,917−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −24,962−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,265−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −16,134−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −10,548−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −8,924−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,262−100.0% | Sold out |
| PCM Encore, LLC | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,619−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,704−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,359−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| MMCAP International Inc. SPC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |