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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
LifeSteps Financial, Inc.1,000$21.6K0.01%+1,000New
TSFG, LLC1,000$22.0K0.00%00.0%Unchanged
Signaturefd, LLC1,031$22.2K0.00%+197+23.6%Added
Armstrong Advisory Group, Inc1,104$23.8K0.00%−119−9.7%Reduced
Rakuten Securities, Inc.1,112$24.0K0.01%+1,112New
US Bancorp1,113$24.0K0.00%+721+183.9%Added
Bokf, NA1,185$25.6K0.00%00.0%Unchanged
Founders Capital Management1,200$25.9K0.01%00.0%Unchanged
Parallel Advisors, LLC1,237$26.7K0.00%+1,237New
Rothschild Investment LLC1,355$29.2K0.00%+595+78.3%Added
Purpose Unlimited Inc.1,410$30.5K0.00%+1,410New
GWM Advisors LLC1,468$31.7K0.00%+299+25.6%Added
Salem Investment Counselors Inc1,500$32.4K0.00%+750+100.0%Added
Federated Hermes, Inc.1,513$32.7K0.00%+1,513New
Kemnay Advisory Services Inc.1,548$33.4K0.00%+1,548New
Bullock Wealth Management Group1,755$35.1K0.02%00.0%Unchanged
Allworth Financial LP1,770$38.2K0.00%−1,120−38.8%Reduced
Ameritas Advisory Services, LLC1,987$42.9K0.00%+1,459+276.3%Added
First PREMIER Bank2,000$43.0K0.01%+1,000+100.0%Added
MCF Advisors LLC2,010$43.4K0.00%+2,010New
Continuum Advisory, LLC2,299$49.6K0.00%+2,299New
Larson Financial Group LLC2,313$49.9K0.00%−455−16.4%Reduced
Fifth Third Bancorp2,354$50.8K0.00%−1,824−43.7%Reduced
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,500$54.0K0.00%00.0%Unchanged
Mather Group, LLC.2,557$55.2K0.00%−88−3.3%Reduced
Aventura Private Wealth, LLC2,665$57.5K0.02%+1,238+86.8%Added
HHM Wealth Advisors, LLC3,040$65.6K0.01%+1,634+116.2%Added
Center for Financial Planning, Inc.3,088$66.6K0.01%+585+23.4%Added
Newbridge Financial Services Group, Inc.3,105$67.0K0.01%−2,840−47.8%Reduced
Harbour Investments, Inc.3,132$67.6K0.00%−15,475−83.2%Reduced
Harel Insurance Investments & Financial Services Ltd.3,625$78.0K0.00%00.0%Unchanged
GAMMA Investing LLC3,696$79.8K0.00%+1,838+98.9%Added
Nisa Investment Advisors, LLC3,969$85.7K0.00%+2,181+122.0%Added
Bogart Wealth, LLC4,007$86.5K0.00%−1,500−27.2%Reduced
SRS Capital Advisors, Inc.4,926$106.3K0.00%+4,076+479.5%Added
Hickory Point Bank & Trust5,000$107.9K0.07%+1,500+42.9%Added
KBC Group NV5,258$113.0K0.00%+2,949+127.7%Added
Nykredit A/S5,325$114.9K0.00%+5,325New
Planning Strategies Inc.5,400$116.5K0.07%+5,400New
Activest Wealth Management6,000$129.5K0.03%+4,000+200.0%Added
Mitsubishi UFJ Trust & Banking Corp6,086$131.3K0.00%+6,086New
Private Trust Co NA6,150$132.7K0.01%00.0%Unchanged
Golden State Wealth Management, LLC7,000$151.1K0.01%+7,000New
State of Tennessee, Treasury Department7,813$168.6K0.00%−687−8.1%Reduced
Bank of Montreal7,842$169.2K0.00%−5,520−41.3%Reduced
Ensign Peak Advisors, Inc8,250$178.0K0.00%+5,650+217.3%Added
SBI Securities Co., Ltd.8,527$184.0K0.00%−4,031−32.1%Reduced
CoreCap Advisors, LLC8,545$184.4K0.01%−113−1.3%Reduced
Northwestern Mutual Wealth Management Co8,669$187.1K0.00%+1,740+25.1%Added
Redhawk Wealth Advisors, Inc.9,276$200.2K0.02%+9,276New
Phoenix Holdings Ltd.9,429$202.9K0.00%+9,429New
Synergy Financial Management, LLC9,803$211.5K0.02%+9,803New
Rossby Financial, LCC10,000$215.8K0.04%+4,225+73.2%Added
Ardsley Advisory Partners LP10,000$216.2K0.02%+10,000New
JustInvest LLC10,163$219.3K0.00%+10,163New
Avaii Wealth Management, LLC10,284$221.9K0.07%+10,284New
R Squared Ltd10,439$225.3K0.12%+10,439New
Aptus Capital Advisors, LLC10,483$226.2K0.00%+10,483New
Federation des caisses Desjardins du Quebec10,629$229.4K0.00%+4,482+72.9%Added
Wealth Enhancement Advisory Services, LLC12,595$232.8K0.00%−11,160−47.0%Reduced
Wealthfront Advisers LLC10,897$235.2K0.00%+10,897New
Y-Intercept (Hong Kong) Ltd10,941$236.1K0.00%+10,941New
Brookstone Capital Management10,984$237.0K0.00%+10,984New
Mercer Global Advisors Inc11,052$238.5K0.00%−621−5.3%Reduced
Neuberger Berman Group LLC11,069$238.9K0.00%+11,069New
STRS Ohio11,400$246.0K0.00%−20,700−64.5%Reduced
Johnson Investment Counsel Inc11,438$246.8K0.00%+11,438New
Vectors Research Management, LLC11,461$247.3K0.06%−20−0.2%Reduced
ExodusPoint Capital Management, LP11,749$253.5K0.00%−80,719−87.3%Reduced
Swiss Life Asset Management Ltd11,771$254.0K0.00%+5,848+98.7%Added
Carlson Financial, Inc.11,780$254.2K0.13%+635+5.7%Added
MAI Capital Management11,881$256.4K0.00%+11,146+1,516.5%Added
Counterpoint Mutual Funds LLC12,114$261.4K0.03%+12,114New
Forum Finance Group S.A.15,125$264.0K0.09%+14,025+1,275.0%Added
Algert Global LLC12,250$264.4K0.00%+12,250New
Guggenheim Capital LLC12,447$268.6K0.00%−2,303−15.6%Reduced
Quantum Private Wealth, LLC12,600$271.9K0.07%+12,600New
Blueshift Asset Management, LLC12,704$274.2K0.06%+12,704New
Brasada Capital Management, LP12,951$279.5K0.05%+12,951New
Farther Finance Advisors, LLC13,289$286.7K0.00%+602+4.7%Added
Revisor Wealth Management LLC13,322$287.5K0.07%+1,682+14.5%Added
Vontobel Holding Ltd.13,449$290.2K0.00%+13,449New
Qsemble Capital Management, LP13,945$300.9K0.04%+13,945New
Tower Research Capital LLC (TRC)14,269$307.9K0.01%−18,245−56.1%Reduced
Los Angeles Capital Management LLC14,346$309.6K0.00%+13,903+3,138.4%Added
Integrated Wealth Concepts LLC14,595$315.0K0.00%+507+3.6%Added
Truist Financial Corp14,597$315.0K0.00%+14,597New
Corecam Pte. Ltd.14,737$318.0K0.12%+14,737New
Principal Financial Group Inc14,856$320.6K0.00%+4,316+40.9%Added
Mariner Investment Group LLC15,000$323.7K0.08%+15,000New
Cornerstone Wealth Group, LLC15,045$324.7K0.02%+15,045New
Perpetual Ltd15,075$325.3K0.00%+15,075New
Proactive Wealth Strategies LLC15,100$325.9K0.05%+2,500+19.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.15,408$332.5K0.00%+1,362+9.7%Added
ABN AMRO Bank N.V.15,750$339.2K0.00%+15,750New
Private Advisor Group, LLC16,468$355.4K0.00%−16,270−49.7%Reduced
Bulltick Wealth Management, LLC16,573$357.6K0.07%+16,573New
Rockefeller Capital Management L.P.16,696$360.3K0.00%+10,106+153.4%Added
AQR Capital Management LLC16,730$361.0K0.00%+5,460+48.4%Added
M&T Bank Corp16,961$366.5K0.00%+4,752+38.9%Added