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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 17,389 | $375.0K | 0.00% | −5,264−23.2% | Reduced |
| Ameritas Investment Partners, Inc. | 17,633 | $380.5K | 0.01% | +2,547+16.9% | Added |
| Janney Montgomery Scott LLC | 17,887 | $386.0K | 0.00% | +4,312+31.8% | Added |
| Verity Asset Management, Inc. | 18,076 | $390.1K | 0.15% | +18,076 | New |
| Brown Advisory Inc | 18,270 | $394.3K | 0.00% | +18,270 | New |
| SLT Holdings LLC | 18,350 | $396.0K | 0.25% | +18,350 | New |
| Kestra Advisory Services, LLC | 18,486 | $398.9K | 0.00% | −3,484−15.9% | Reduced |
| Xponance, Inc. | 18,987 | $409.7K | 0.00% | +2,374+14.3% | Added |
| CIBC Bancorp USA Inc. | 19,661 | $424.3K | 0.00% | +19,661 | New |
| Cresset Asset Management, LLC | 19,971 | $431.0K | 0.00% | +1,787+9.8% | Added |
| Twin Tree Management, LP | 20,025 | $432.1K | 0.07% | +20,025 | New |
| Public Employees Retirement Association of Colorado | 20,082 | $433.0K | 0.00% | +20,082 | New |
| Pier 88 Investment Partners LLC | 20,300 | $438.1K | 0.10% | −33,500−62.3% | Reduced |
| Standard Life Aberdeen plc | 20,363 | $439.4K | 0.00% | +20,363 | New |
| Tannin Capital LLC | 20,835 | $449.6K | 0.30% | −1,602−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,171 | $456.9K | 0.00% | +7,381+53.5% | Added |
| Caitong International Asset Management Co., Ltd | 21,775 | $469.9K | 0.06% | +15,768+262.5% | Added |
| Global Retirement Partners, LLC | 21,952 | $473.7K | 0.01% | +21,952 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,412 | $483.7K | 0.00% | +22,412 | New |
| Victory Capital Management Inc | 23,296 | $502.7K | 0.00% | +23,296 | New |
| Moors & Cabot, Inc. | 23,701 | $511.5K | 0.02% | +4,555+23.8% | Added |
| Kovack Advisors, Inc. | 25,911 | $523.0K | 0.03% | −4,440−14.6% | Reduced |
| Sequoia Financial Advisors, LLC | 24,346 | $525.4K | 0.00% | +2,631+12.1% | Added |
| GK Wealth Management LLC | 24,601 | $530.9K | 0.32% | +24,601 | New |
| Quantinno Capital Management LP | 24,780 | $534.8K | 0.00% | +11,499+86.6% | Added |
| Formula Growth Ltd | 25,000 | $539.5K | 0.19% | +10,000+66.7% | Added |
| Concurrent Investment Advisors, LLC | 25,189 | $543.6K | 0.00% | +12,529+99.0% | Added |
| Warberg Asset Management LLC | 25,333 | $546.7K | 0.16% | 00.0% | Unchanged |
| ProShare Advisors LLC | 25,440 | $549.0K | 0.00% | −1,280−4.8% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 26,000 | $561.1K | 0.25% | −34,000−56.7% | Reduced |
| Virginia Retirement Systems Et Al | 26,900 | $580.5K | 0.00% | +10,800+67.1% | Added |
| KDT Advisors, LLC | 26,910 | $580.7K | 0.80% | +26,910 | New |
| Optiver Holding B.V. | 27,599 | $595.6K | 0.01% | +27,599 | New |
| Lighthouse Investment Partners, LLC | 28,840 | $622.4K | 0.02% | −11,160−27.9% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 29,461 | $635.8K | 0.26% | +29,461 | New |
| FNY Investment Advisers, LLC | 30,900 | $666.0K | 0.24% | +30,840+51,400.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 31,221 | $673.7K | 0.01% | +10,230+48.7% | Added |
| Prudential Financial Inc | 32,155 | $693.9K | 0.00% | +3,750+13.2% | Added |
| Barclays PLC | 32,225 | $695.4K | 0.00% | −13,872−30.1% | Reduced |
| Oppenheimer & Co Inc | 32,327 | $697.6K | 0.01% | +32,327 | New |
| Sprott Inc. | 32,751 | $706.8K | 0.02% | +32,751 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,901 | $731.6K | 0.00% | +33,901 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 34,873 | $752.6K | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,925 | $753.7K | 0.00% | +21,574+161.6% | Added |
| Centiva Capital, LP | 35,739 | $771.2K | 0.03% | +35,739 | New |
| Stifel Financial Corp | 35,740 | $771.3K | 0.00% | +6,376+21.7% | Added |
| Independent Advisor Alliance | 35,905 | $774.8K | 0.02% | +35,905 | New |
| The PNC Financial Services Group, Inc. | 36,351 | $784.5K | 0.00% | +2,870+8.6% | Added |
| Legato Capital Management LLC | 36,375 | $785.0K | 0.07% | +36,375 | New |
| KLP Kapitalforvaltning AS | 39,500 | $852.4K | 0.00% | +22,800+136.5% | Added |
| State Board of Administration of Florida Retirement System | 42,598 | $919.3K | 0.00% | +6,130+16.8% | Added |
| Benjamin Edwards Inc | 43,971 | $948.8K | 0.01% | +43,971 | New |
| Vanguard Investments Australia, Ltd. | 44,694 | $964.5K | 0.00% | +25,834+137.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,902 | $990.6K | 0.00% | +11,166+32.1% | Added |
| Caption Management, LLC | 47,000 | $1.01M | 0.04% | +47,000 | New |
| Foundations Investment Advisors, LLC | 47,811 | $1.03M | 0.01% | +47,811 | New |
| Arizona State Retirement System | 48,117 | $1.04M | 0.01% | +27,166+129.7% | Added |
| Principia Wealth Advisory, LLC | 48,906 | $1.05M | 0.53% | −4,423−8.3% | Reduced |
| Advisory Services Network, LLC | 49,504 | $1.07M | 0.01% | −11,341−18.6% | Reduced |
| Franklin Resources Inc | 50,548 | $1.09M | 0.00% | +50,548 | New |
| Oak Ridge Investments LLC | 50,627 | $1.09M | 0.06% | +50,627 | New |
| Cornerstone Wealth Management, LLC | 50,841 | $1.10M | 0.05% | +232+0.5% | Added |
| Hudson Bay Capital Management LP | 50,847 | $1.10M | 0.01% | +50,847 | New |
| Intech Investment Management LLC | 51,423 | $1.11M | 0.01% | +11,802+29.8% | Added |
| Cantor Fitzgerald, L. P. | 52,200 | $1.13M | 0.02% | +35,100+205.3% | Added |
| Shade Tree Advisors LLC | 52,500 | $1.13M | 0.66% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 54,416 | $1.17M | 0.00% | +43,578+402.1% | Added |
| Kingsbury Capital Investment Advisors LLC | 55,365 | $1.19M | 1.01% | −4,819−8.0% | Reduced |
| KMT Wealth Management, LLC | 55,365 | $1.19M | 1.01% | +55,365 | New |
| Jain Global LLC | 55,681 | $1.20M | 0.01% | −373,084−87.0% | Reduced |
| Commonwealth Equity Services, LLC | 56,995 | $1.23M | 0.00% | +11,115+24.2% | Added |
| State of New Jersey Common Pension Fund D | 57,088 | $1.23M | 0.00% | +57,088 | New |
| Police & Firemen's Retirement System of New Jersey | 57,305 | $1.24M | 0.01% | +7,452+14.9% | Added |
| D.A. Davidson & Co. | 57,925 | $1.25M | 0.01% | +57,925 | New |
| Captrust Financial Advisors | 58,038 | $1.25M | 0.00% | +11,749+25.4% | Added |
| Financial Sense Advisors, Inc. | 59,387 | $1.28M | 0.25% | +22,912+62.8% | Added |
| RFG Advisory, LLC | 59,835 | $1.29M | 0.02% | +49,133+459.1% | Added |
| Arete Wealth Advisors, LLC | 60,100 | $1.30M | 0.09% | +60,100 | New |
| Darwin Advisors, LLC | 60,176 | $1.30M | 0.36% | +31,529+110.1% | Added |
| Axxcess Wealth Management, LLC | 60,176 | $1.30M | 0.02% | +60,176 | New |
| Perigon Wealth Management, LLC | 62,403 | $1.35M | 0.02% | +39,148+168.3% | Added |
| Allspring Global Investments Holdings, LLC | 71,854 | $1.44M | 0.00% | +58,905+454.9% | Added |
| Jump Financial, LLC | 66,554 | $1.44M | 0.01% | +15,921+31.4% | Added |
| IFP Advisors, Inc | 67,896 | $1.47M | 0.03% | +56,137+477.4% | Added |
| State of Wisconsin Investment Board | 68,151 | $1.47M | 0.00% | +68,151 | New |
| Texas Capital Bank Wealth Management Services Inc | 68,201 | $1.47M | 0.08% | +6,951+11.3% | Added |
| Leonteq Securities AG | 69,455 | $1.50M | 0.09% | +28,954+71.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 69,527 | $1.50M | 0.23% | +36,110+108.1% | Added |
| P Schoenfeld Asset Management LP | 70,005 | $1.51M | 0.90% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 100,000 | $1.51M | 0.33% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 70,639 | $1.52M | 0.04% | −27,945−28.3% | Reduced |
| Lisanti Capital Growth, LLC | 71,750 | $1.55M | 0.34% | +71,750 | New |
| Handelsbanken Fonder AB | 74,700 | $1.61M | 0.00% | +74,700 | New |
| Colony Group, LLC | 76,189 | $1.64M | 0.00% | +76,189 | New |
| Vanguard Global Advisers, LLC | 76,619 | $1.65M | 0.00% | −3,440−4.3% | Reduced |
| Russell Investments Group, Ltd. | 77,466 | $1.67M | 0.00% | +60,750+363.4% | Added |
| Virtu Financial LLC | 80,814 | $1.74M | 0.05% | +80,814 | New |
| one8zero8, LLC | 81,400 | $1.76M | 0.35% | +60,450+288.5% | Added |
| Creative Planning | 81,706 | $1.76M | 0.00% | +35,872+78.3% | Added |
| Advisor Group Holdings, Inc. | 82,538 | $1.78M | 0.00% | +10,762+15.0% | Added |