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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 77,466 | $1.67M | 0.00% | +60,750+363.4% | Added |
| Vanguard Global Advisers, LLC | 76,619 | $1.65M | 0.00% | −3,440−4.3% | Reduced |
| Colony Group, LLC | 76,189 | $1.64M | 0.00% | +76,189 | New |
| Handelsbanken Fonder AB | 74,700 | $1.61M | 0.00% | +74,700 | New |
| Lisanti Capital Growth, LLC | 71,750 | $1.55M | 0.34% | +71,750 | New |
| Dynamic Advisor Solutions LLC | 70,639 | $1.52M | 0.04% | −27,945−28.3% | Reduced |
| Weaver Capital Management LLC | 100,000 | $1.51M | 0.33% | 00.0% | Unchanged |
| P Schoenfeld Asset Management LP | 70,005 | $1.51M | 0.90% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 69,527 | $1.50M | 0.23% | +36,110+108.1% | Added |
| Leonteq Securities AG | 69,455 | $1.50M | 0.09% | +28,954+71.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 68,201 | $1.47M | 0.08% | +6,951+11.3% | Added |
| State of Wisconsin Investment Board | 68,151 | $1.47M | 0.00% | +68,151 | New |
| IFP Advisors, Inc | 67,896 | $1.47M | 0.03% | +56,137+477.4% | Added |
| Jump Financial, LLC | 66,554 | $1.44M | 0.01% | +15,921+31.4% | Added |
| Allspring Global Investments Holdings, LLC | 71,854 | $1.44M | 0.00% | +58,905+454.9% | Added |
| Perigon Wealth Management, LLC | 62,403 | $1.35M | 0.02% | +39,148+168.3% | Added |
| 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 |
| Arete Wealth Advisors, LLC | 60,100 | $1.30M | 0.09% | +60,100 | New |
| RFG Advisory, LLC | 59,835 | $1.29M | 0.02% | +49,133+459.1% | Added |
| Financial Sense Advisors, Inc. | 59,387 | $1.28M | 0.25% | +22,912+62.8% | Added |
| Captrust Financial Advisors | 58,038 | $1.25M | 0.00% | +11,749+25.4% | Added |
| D.A. Davidson & Co. | 57,925 | $1.25M | 0.01% | +57,925 | New |
| Police & Firemen's Retirement System of New Jersey | 57,305 | $1.24M | 0.01% | +7,452+14.9% | Added |
| State of New Jersey Common Pension Fund D | 57,088 | $1.23M | 0.00% | +57,088 | New |
| Commonwealth Equity Services, LLC | 56,995 | $1.23M | 0.00% | +11,115+24.2% | Added |
| Jain Global LLC | 55,681 | $1.20M | 0.01% | −373,084−87.0% | Reduced |
| 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 |
| Pictet Asset Management Holding SA | 54,416 | $1.17M | 0.00% | +43,578+402.1% | Added |
| Shade Tree Advisors LLC | 52,500 | $1.13M | 0.66% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 52,200 | $1.13M | 0.02% | +35,100+205.3% | Added |
| Intech Investment Management LLC | 51,423 | $1.11M | 0.01% | +11,802+29.8% | Added |
| Hudson Bay Capital Management LP | 50,847 | $1.10M | 0.01% | +50,847 | New |
| Cornerstone Wealth Management, LLC | 50,841 | $1.10M | 0.05% | +232+0.5% | Added |
| Oak Ridge Investments LLC | 50,627 | $1.09M | 0.06% | +50,627 | New |
| Franklin Resources Inc | 50,548 | $1.09M | 0.00% | +50,548 | New |
| Advisory Services Network, LLC | 49,504 | $1.07M | 0.01% | −11,341−18.6% | Reduced |
| Principia Wealth Advisory, LLC | 48,906 | $1.05M | 0.53% | −4,423−8.3% | Reduced |
| Arizona State Retirement System | 48,117 | $1.04M | 0.01% | +27,166+129.7% | Added |
| Foundations Investment Advisors, LLC | 47,811 | $1.03M | 0.01% | +47,811 | New |
| Caption Management, LLC | 47,000 | $1.01M | 0.04% | +47,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,902 | $990.6K | 0.00% | +11,166+32.1% | Added |
| Vanguard Investments Australia, Ltd. | 44,694 | $964.5K | 0.00% | +25,834+137.0% | Added |
| Benjamin Edwards Inc | 43,971 | $948.8K | 0.01% | +43,971 | New |
| State Board of Administration of Florida Retirement System | 42,598 | $919.3K | 0.00% | +6,130+16.8% | Added |
| KLP Kapitalforvaltning AS | 39,500 | $852.4K | 0.00% | +22,800+136.5% | Added |
| Legato Capital Management LLC | 36,375 | $785.0K | 0.07% | +36,375 | New |
| The PNC Financial Services Group, Inc. | 36,351 | $784.5K | 0.00% | +2,870+8.6% | Added |
| Independent Advisor Alliance | 35,905 | $774.8K | 0.02% | +35,905 | New |
| Stifel Financial Corp | 35,740 | $771.3K | 0.00% | +6,376+21.7% | Added |
| Centiva Capital, LP | 35,739 | $771.2K | 0.03% | +35,739 | New |
| HighTower Advisors, LLC | 34,925 | $753.7K | 0.00% | +21,574+161.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 34,873 | $752.6K | 0.21% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,901 | $731.6K | 0.00% | +33,901 | New |
| Sprott Inc. | 32,751 | $706.8K | 0.02% | +32,751 | New |
| Oppenheimer & Co Inc | 32,327 | $697.6K | 0.01% | +32,327 | New |
| Barclays PLC | 32,225 | $695.4K | 0.00% | −13,872−30.1% | Reduced |
| Prudential Financial Inc | 32,155 | $693.9K | 0.00% | +3,750+13.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 31,221 | $673.7K | 0.01% | +10,230+48.7% | Added |
| FNY Investment Advisers, LLC | 30,900 | $666.0K | 0.24% | +30,840+51,400.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 29,461 | $635.8K | 0.26% | +29,461 | New |
| Lighthouse Investment Partners, LLC | 28,840 | $622.4K | 0.02% | −11,160−27.9% | Reduced |
| Optiver Holding B.V. | 27,599 | $595.6K | 0.01% | +27,599 | New |
| KDT Advisors, LLC | 26,910 | $580.7K | 0.80% | +26,910 | New |
| Virginia Retirement Systems Et Al | 26,900 | $580.5K | 0.00% | +10,800+67.1% | Added |
| Pilgrim Partners Asia Pte Ltd | 26,000 | $561.1K | 0.25% | −34,000−56.7% | Reduced |
| ProShare Advisors LLC | 25,440 | $549.0K | 0.00% | −1,280−4.8% | Reduced |
| Warberg Asset Management LLC | 25,333 | $546.7K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 25,189 | $543.6K | 0.00% | +12,529+99.0% | Added |
| Formula Growth Ltd | 25,000 | $539.5K | 0.19% | +10,000+66.7% | Added |
| Quantinno Capital Management LP | 24,780 | $534.8K | 0.00% | +11,499+86.6% | Added |
| GK Wealth Management LLC | 24,601 | $530.9K | 0.32% | +24,601 | New |
| Sequoia Financial Advisors, LLC | 24,346 | $525.4K | 0.00% | +2,631+12.1% | Added |
| Kovack Advisors, Inc. | 25,911 | $523.0K | 0.03% | −4,440−14.6% | Reduced |
| Moors & Cabot, Inc. | 23,701 | $511.5K | 0.02% | +4,555+23.8% | Added |
| Victory Capital Management Inc | 23,296 | $502.7K | 0.00% | +23,296 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,412 | $483.7K | 0.00% | +22,412 | New |
| Global Retirement Partners, LLC | 21,952 | $473.7K | 0.01% | +21,952 | New |
| Caitong International Asset Management Co., Ltd | 21,775 | $469.9K | 0.06% | +15,768+262.5% | Added |
| Steward Partners Investment Advisory, LLC | 21,171 | $456.9K | 0.00% | +7,381+53.5% | Added |
| Tannin Capital LLC | 20,835 | $449.6K | 0.30% | −1,602−7.1% | Reduced |
| Standard Life Aberdeen plc | 20,363 | $439.4K | 0.00% | +20,363 | New |
| Pier 88 Investment Partners LLC | 20,300 | $438.1K | 0.10% | −33,500−62.3% | Reduced |
| Public Employees Retirement Association of Colorado | 20,082 | $433.0K | 0.00% | +20,082 | New |
| Twin Tree Management, LP | 20,025 | $432.1K | 0.07% | +20,025 | New |
| Cresset Asset Management, LLC | 19,971 | $431.0K | 0.00% | +1,787+9.8% | Added |
| CIBC Bancorp USA Inc. | 19,661 | $424.3K | 0.00% | +19,661 | New |
| Xponance, Inc. | 18,987 | $409.7K | 0.00% | +2,374+14.3% | Added |
| Kestra Advisory Services, LLC | 18,486 | $398.9K | 0.00% | −3,484−15.9% | Reduced |
| SLT Holdings LLC | 18,350 | $396.0K | 0.25% | +18,350 | New |
| Brown Advisory Inc | 18,270 | $394.3K | 0.00% | +18,270 | New |
| Verity Asset Management, Inc. | 18,076 | $390.1K | 0.15% | +18,076 | New |
| Janney Montgomery Scott LLC | 17,887 | $386.0K | 0.00% | +4,312+31.8% | Added |
| Ameritas Investment Partners, Inc. | 17,633 | $380.5K | 0.01% | +2,547+16.9% | Added |
| SG Americas Securities, LLC | 17,389 | $375.0K | 0.00% | −5,264−23.2% | Reduced |
| M&T Bank Corp | 16,961 | $366.5K | 0.00% | +4,752+38.9% | Added |
| AQR Capital Management LLC | 16,730 | $361.0K | 0.00% | +5,460+48.4% | Added |
| Rockefeller Capital Management L.P. | 16,696 | $360.3K | 0.00% | +10,106+153.4% | Added |
| Bulltick Wealth Management, LLC | 16,573 | $357.6K | 0.07% | +16,573 | New |