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 |
|---|---|---|---|---|---|
| LifeSteps Financial, Inc. | 1,000 | $21.6K | 0.01% | +1,000 | New |
| TSFG, LLC | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,031 | $22.2K | 0.00% | +197+23.6% | Added |
| Armstrong Advisory Group, Inc | 1,104 | $23.8K | 0.00% | −119−9.7% | Reduced |
| Rakuten Securities, Inc. | 1,112 | $24.0K | 0.01% | +1,112 | New |
| US Bancorp | 1,113 | $24.0K | 0.00% | +721+183.9% | Added |
| Bokf, NA | 1,185 | $25.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $25.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,237 | $26.7K | 0.00% | +1,237 | New |
| Rothschild Investment LLC | 1,355 | $29.2K | 0.00% | +595+78.3% | Added |
| Purpose Unlimited Inc. | 1,410 | $30.5K | 0.00% | +1,410 | New |
| GWM Advisors LLC | 1,468 | $31.7K | 0.00% | +299+25.6% | Added |
| Salem Investment Counselors Inc | 1,500 | $32.4K | 0.00% | +750+100.0% | Added |
| Federated Hermes, Inc. | 1,513 | $32.7K | 0.00% | +1,513 | New |
| Kemnay Advisory Services Inc. | 1,548 | $33.4K | 0.00% | +1,548 | New |
| Bullock Wealth Management Group | 1,755 | $35.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,770 | $38.2K | 0.00% | −1,120−38.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,987 | $42.9K | 0.00% | +1,459+276.3% | Added |
| First PREMIER Bank | 2,000 | $43.0K | 0.01% | +1,000+100.0% | Added |
| MCF Advisors LLC | 2,010 | $43.4K | 0.00% | +2,010 | New |
| Continuum Advisory, LLC | 2,299 | $49.6K | 0.00% | +2,299 | New |
| Larson Financial Group LLC | 2,313 | $49.9K | 0.00% | −455−16.4% | Reduced |
| Fifth Third Bancorp | 2,354 | $50.8K | 0.00% | −1,824−43.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,500 | $54.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,557 | $55.2K | 0.00% | −88−3.3% | Reduced |
| Aventura Private Wealth, LLC | 2,665 | $57.5K | 0.02% | +1,238+86.8% | Added |
| HHM Wealth Advisors, LLC | 3,040 | $65.6K | 0.01% | +1,634+116.2% | Added |
| Center for Financial Planning, Inc. | 3,088 | $66.6K | 0.01% | +585+23.4% | Added |
| Newbridge Financial Services Group, Inc. | 3,105 | $67.0K | 0.01% | −2,840−47.8% | Reduced |
| Harbour Investments, Inc. | 3,132 | $67.6K | 0.00% | −15,475−83.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,625 | $78.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,696 | $79.8K | 0.00% | +1,838+98.9% | Added |
| Nisa Investment Advisors, LLC | 3,969 | $85.7K | 0.00% | +2,181+122.0% | Added |
| Bogart Wealth, LLC | 4,007 | $86.5K | 0.00% | −1,500−27.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,926 | $106.3K | 0.00% | +4,076+479.5% | Added |
| Hickory Point Bank & Trust | 5,000 | $107.9K | 0.07% | +1,500+42.9% | Added |
| KBC Group NV | 5,258 | $113.0K | 0.00% | +2,949+127.7% | Added |
| Nykredit A/S | 5,325 | $114.9K | 0.00% | +5,325 | New |
| Planning Strategies Inc. | 5,400 | $116.5K | 0.07% | +5,400 | New |
| Activest Wealth Management | 6,000 | $129.5K | 0.03% | +4,000+200.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,086 | $131.3K | 0.00% | +6,086 | New |
| Private Trust Co NA | 6,150 | $132.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7,000 | $151.1K | 0.01% | +7,000 | New |
| State of Tennessee, Treasury Department | 7,813 | $168.6K | 0.00% | −687−8.1% | Reduced |
| Bank of Montreal | 7,842 | $169.2K | 0.00% | −5,520−41.3% | Reduced |
| Ensign Peak Advisors, Inc | 8,250 | $178.0K | 0.00% | +5,650+217.3% | Added |
| SBI Securities Co., Ltd. | 8,527 | $184.0K | 0.00% | −4,031−32.1% | Reduced |
| CoreCap Advisors, LLC | 8,545 | $184.4K | 0.01% | −113−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,669 | $187.1K | 0.00% | +1,740+25.1% | Added |
| Redhawk Wealth Advisors, Inc. | 9,276 | $200.2K | 0.02% | +9,276 | New |
| Phoenix Holdings Ltd. | 9,429 | $202.9K | 0.00% | +9,429 | New |
| Synergy Financial Management, LLC | 9,803 | $211.5K | 0.02% | +9,803 | New |
| Rossby Financial, LCC | 10,000 | $215.8K | 0.04% | +4,225+73.2% | Added |
| Ardsley Advisory Partners LP | 10,000 | $216.2K | 0.02% | +10,000 | New |
| JustInvest LLC | 10,163 | $219.3K | 0.00% | +10,163 | New |
| Avaii Wealth Management, LLC | 10,284 | $221.9K | 0.07% | +10,284 | New |
| R Squared Ltd | 10,439 | $225.3K | 0.12% | +10,439 | New |
| Aptus Capital Advisors, LLC | 10,483 | $226.2K | 0.00% | +10,483 | New |
| Federation des caisses Desjardins du Quebec | 10,629 | $229.4K | 0.00% | +4,482+72.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,595 | $232.8K | 0.00% | −11,160−47.0% | Reduced |
| Wealthfront Advisers LLC | 10,897 | $235.2K | 0.00% | +10,897 | New |
| Y-Intercept (Hong Kong) Ltd | 10,941 | $236.1K | 0.00% | +10,941 | New |
| Brookstone Capital Management | 10,984 | $237.0K | 0.00% | +10,984 | New |
| Mercer Global Advisors Inc | 11,052 | $238.5K | 0.00% | −621−5.3% | Reduced |
| Neuberger Berman Group LLC | 11,069 | $238.9K | 0.00% | +11,069 | New |
| STRS Ohio | 11,400 | $246.0K | 0.00% | −20,700−64.5% | Reduced |
| Johnson Investment Counsel Inc | 11,438 | $246.8K | 0.00% | +11,438 | New |
| Vectors Research Management, LLC | 11,461 | $247.3K | 0.06% | −20−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 11,749 | $253.5K | 0.00% | −80,719−87.3% | Reduced |
| Swiss Life Asset Management Ltd | 11,771 | $254.0K | 0.00% | +5,848+98.7% | Added |
| Carlson Financial, Inc. | 11,780 | $254.2K | 0.13% | +635+5.7% | Added |
| MAI Capital Management | 11,881 | $256.4K | 0.00% | +11,146+1,516.5% | Added |
| Counterpoint Mutual Funds LLC | 12,114 | $261.4K | 0.03% | +12,114 | New |
| Forum Finance Group S.A. | 15,125 | $264.0K | 0.09% | +14,025+1,275.0% | Added |
| Algert Global LLC | 12,250 | $264.4K | 0.00% | +12,250 | New |
| Guggenheim Capital LLC | 12,447 | $268.6K | 0.00% | −2,303−15.6% | Reduced |
| Quantum Private Wealth, LLC | 12,600 | $271.9K | 0.07% | +12,600 | New |
| Blueshift Asset Management, LLC | 12,704 | $274.2K | 0.06% | +12,704 | New |
| Brasada Capital Management, LP | 12,951 | $279.5K | 0.05% | +12,951 | New |
| Farther Finance Advisors, LLC | 13,289 | $286.7K | 0.00% | +602+4.7% | Added |
| Revisor Wealth Management LLC | 13,322 | $287.5K | 0.07% | +1,682+14.5% | Added |
| Vontobel Holding Ltd. | 13,449 | $290.2K | 0.00% | +13,449 | New |
| Qsemble Capital Management, LP | 13,945 | $300.9K | 0.04% | +13,945 | New |
| Tower Research Capital LLC (TRC) | 14,269 | $307.9K | 0.01% | −18,245−56.1% | Reduced |
| Los Angeles Capital Management LLC | 14,346 | $309.6K | 0.00% | +13,903+3,138.4% | Added |
| Integrated Wealth Concepts LLC | 14,595 | $315.0K | 0.00% | +507+3.6% | Added |
| Truist Financial Corp | 14,597 | $315.0K | 0.00% | +14,597 | New |
| Corecam Pte. Ltd. | 14,737 | $318.0K | 0.12% | +14,737 | New |
| Principal Financial Group Inc | 14,856 | $320.6K | 0.00% | +4,316+40.9% | Added |
| Mariner Investment Group LLC | 15,000 | $323.7K | 0.08% | +15,000 | New |
| Cornerstone Wealth Group, LLC | 15,045 | $324.7K | 0.02% | +15,045 | New |
| Perpetual Ltd | 15,075 | $325.3K | 0.00% | +15,075 | New |
| Proactive Wealth Strategies LLC | 15,100 | $325.9K | 0.05% | +2,500+19.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,408 | $332.5K | 0.00% | +1,362+9.7% | Added |
| ABN AMRO Bank N.V. | 15,750 | $339.2K | 0.00% | +15,750 | New |
| Private Advisor Group, LLC | 16,468 | $355.4K | 0.00% | −16,270−49.7% | Reduced |
| Bulltick Wealth Management, LLC | 16,573 | $357.6K | 0.07% | +16,573 | New |
| Rockefeller Capital Management L.P. | 16,696 | $360.3K | 0.00% | +10,106+153.4% | Added |
| AQR Capital Management LLC | 16,730 | $361.0K | 0.00% | +5,460+48.4% | Added |
| M&T Bank Corp | 16,961 | $366.5K | 0.00% | +4,752+38.9% | Added |