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