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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 396 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 50 institutionsQ4 2023: 47 institutionsQ1 2024: 51 institutionsQ2 2024: 45 institutionsQ3 2024: 46 institutionsQ4 2024: 8 institutionsQ1 2025: 15 institutionsQ2 2025: 46 institutionsQ3 2025: 140 institutionsQ4 2025: 230 institutionsQ1 2026: 318 institutionsQ2 2026: 396 institutions
Value heldQ2 2026: $2.96B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $198.8MQ4 2023: $238.9MQ1 2024: $242.6MQ2 2024: $244.8MQ3 2024: $254.0MQ4 2024: $19.1MQ1 2025: $13.3MQ2 2025: $139.7MQ3 2025: $535.8MQ4 2025: $761.2MQ1 2026: $1.94BQ2 2026: $2.96B
Institutions holding USAR and their total value by quarter
QuarterHoldersValue
Q2 2026396$2.96B
Q1 2026318$1.94B
Q4 2025230$761.2M
Q3 2025140$535.8M
Q2 202546$139.7M
Q1 202515$13.3M
Q4 20248$19.1M
Q3 202446$254.0M
Q2 202445$244.8M
Q1 202451$242.6M
Q4 202347$238.9M
Q3 202350$198.8M
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding USA Rare Earth, Inc.; share changes are against Q1 2026.

Institutions holding USAR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
RHL Group, LLC1$220.00%+1New
Essential Partners LLC2$430.00%00.0%Unchanged
Hughes Financial Services, LLC2$430.00%+1+100.0%Added
Transamerica Financial Advisors, Inc.3$640.00%00.0%Unchanged
Clearstead Advisors, LLC4$870.00%+4New
Essential Investment Partners LLC5$1080.00%00.0%Unchanged
Truvestments Capital LLC5$1080.00%+5New
Stone House Investment Management, LLC12$2590.00%−180−93.8%Reduced
Compass Financial Management LLC16$3450.00%+16New
Comprehensive Financial Planning, Inc.20$4320.00%+20New
UMA Financial Services, Inc.22$4750.00%+22New
Bare Financial Services, Inc29$6260.00%00.0%Unchanged
Bell Investment Advisors, Inc31$6690.00%+31New
Action Point Financial Planning, LLC31$6690.00%+31New
City State Bank35$7550.00%−65−65.0%Reduced
Beaird Harris Wealth Management, LLC35$7560.00%+35New
Proathlete Wealth Management LLC42$9060.00%+42New
Hazlett, Burt & Watson, Inc.70$1.00K0.00%00.0%Unchanged
Covestor Ltd31$1.00K0.00%+22+244.4%Added
Fortitude Family Office, LLC49$1.06K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.50$1.08K0.00%00.0%Unchanged
REAP Financial Group, LLC50$1.08K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC50$1.08K0.00%00.0%Unchanged
Harborfront Financial Group LLC50$1.08K0.00%+50New
SWAN Capital LLC55$1.19K0.00%+55New
Smartleaf Asset Management LLC61$1.28K0.00%00.0%Unchanged
Sfam, LLC60$1.29K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.60$1.29K0.00%00.0%Unchanged
Core Capital Management & Research, inc.68$1.31K0.00%+68New
Institute for Wealth Management, LLC.64$1.38K0.00%+64New
Strategic Wealth Partners, Ltd.66$1.42K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC75$1.62K0.00%+75New
South State Corp.100$2.16K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.100$2.16K0.00%00.0%Unchanged
IFG Advisory, LLC100$2.16K0.00%+100New
McMillan Office, Inc.100$2.16K0.00%+100New
Security National Bank of So Dak102$2.20K0.00%+102New
Huntington National Bank109$2.35K0.00%00.0%Unchanged
Triumph Capital Management115$2.48K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.125$2.70K0.00%+125New
EverSource Wealth Advisors, LLC131$2.83K0.00%+131New
Gen-Wealth Partners Inc136$2.94K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC150$3.24K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC150$3.24K0.00%00.0%Unchanged
Asset Dedication, LLC160$3.45K0.00%+160New
JDM Financial Group LLC163$3.52K0.00%00.0%Unchanged
Meeder Asset Management Inc171$3.69K0.00%+99+137.5%Added
City Holding Co179$3.86K0.00%+68+61.3%Added
Glass Jacobson Investment Advisors llc181$3.91K0.00%00.0%Unchanged
Costello Asset Management, INC185$3.99K0.00%00.0%Unchanged
Parkside Financial Bank & Trust185$3.99K0.00%00.0%Unchanged
Roble, Belko & Company, Inc174$4.00K0.00%00.0%Unchanged
Avion Wealth224$4.00K0.00%+224New
Crews Bank & Trust200$4.32K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC200$4.32K0.00%00.0%Unchanged
First Horizon Corp201$4.34K0.00%+201New
Hollencrest Capital Management202$4.36K0.00%−10−4.7%Reduced
St Germain D J Co Inc205$4.42K0.00%+205New
CNB Bank224$4.83K0.00%00.0%Unchanged
Massmutual Trust Co FSB224$4.83K0.00%+94+72.3%Added
Aspect Partners, LLC237$5.11K0.00%−74−23.8%Reduced
Central Trust Co244$5.27K0.00%00.0%Unchanged
Dogwood Wealth Management LLC250$5.39K0.00%+250New
Toth Financial Advisory Corp260$5.61K0.00%+60+30.0%Added
Caitlin John, LLC275$5.93K0.00%−725−72.5%Reduced
National Bank of Canada284$6.12K0.00%+194+215.6%Added
McGuire Capital Advisors Inc285$6.16K0.00%+10+3.6%Added
Silicon Valley Capital Partners300$6.47K0.00%−551−64.7%Reduced
Nemes Rush Group LLC300$6.47K0.00%+300New
Tidemark, LLC319$6.88K0.00%+295+1,229.2%Added
Silver Grove Financial Group, Inc.339$7.32K0.00%+339New
Key Capital Management, INC357$7.70K0.00%+357New
TD Waterhouse Canada Inc.400$8.00K0.00%+400New
Avalon Trust Co400$8.63K0.00%00.0%Unchanged
Vision Financial Markets LLC500$9.99K0.01%+500New
Elequin Capital LP467$10.1K0.00%−24−4.9%Reduced
Murphy & Mullick Capital Management Corp500$10.8K0.01%00.0%Unchanged
EFG International AG500$10.8K0.00%00.0%Unchanged
Financial Consulate, Inc524$11.3K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC550$11.9K0.00%−100−15.4%Reduced
Highland Investment Advisors LLC550$11.9K0.01%+550New
Ulland Investment Advisors, LLC537$12.0K0.01%+537New
Atlantic Union Bankshares Corp574$12.4K0.00%00.0%Unchanged
Hurley Capital, LLC578$12.5K0.01%+328+131.2%Added
Miller Wealth Advisors, LLC600$12.9K0.01%00.0%Unchanged
Investors Research Corp615$13.3K0.00%+200+48.2%Added
Winch Advisory Services, LLC640$13.8K0.00%00.0%Unchanged
IMG Wealth Management, Inc.663$14.3K0.01%00.0%Unchanged
Strive Financial Group ,LLC668$14.4K0.01%00.0%Unchanged
Sterling Capital Management LLC682$14.7K0.00%−2,994−81.4%Reduced
1620 Investment Advisors, Inc.695$15.0K0.01%00.0%Unchanged
Capital Analysts, LLC759$16.0K0.00%+759New
Pinnacle Wealth Planning Services, Inc.772$16.7K0.00%+239+44.8%Added
NBC Securities, Inc.878$18.9K0.00%+781+805.2%Added
AdvisorNet Financial, Inc978$21.1K0.00%+231+30.9%Added
BankPlus Trust Department989$21.3K0.00%+989New
Wolff Wiese Magana LLC1,000$21.6K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.1,000$21.6K0.05%00.0%Unchanged
American Capital Advisory, LLC1,000$21.6K0.01%00.0%Unchanged
Grove Bank & Trust1,000$21.6K0.00%+1,000New