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Livermore
Livermore
ZHEN

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.

Holders of 5% or more of USAR

Holders whose latest Schedule 13D or 13G filing reports 5% or more of USA Rare Earth, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of USAR
HolderLatest formStakeChangeFirst filedLatest filingFiling
Gutnick Mordechai Zev13D16.70%13.7M sharesNewMar 27, 20251 filingMar 27, 2025SEC
Alyeska Investment Group, L.P.13G/A9.60%12.8M shares−0.30 ppfrom 9.90%Aug 14, 20252 filingsNov 14, 2025SEC
Bayshore Capital Advisors, LLC13G/A8.89%8.67M shares−9.99 ppfrom 18.88%Mar 25, 20252 filingsSep 17, 2025SEC
Newtyn Management, LLC13G8.30%700.0K sharesNewJan 7, 20251 filingJan 7, 2025SEC
Blitzer Michael13D/A5.80%5.81M shares−1.30 ppfrom 7.10%Mar 24, 20254 filingsSep 17, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

21 Schedule 13D and 13G filings on USA Rare Earth, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on USAR
Filed (ET)FilerFormStakeChangeEvent dateFiling
Nov 14, 20258:09 PM ETAlyeska Investment Group, L.P.and 2 others13G/A9.60%12.8M shares−0.30 ppfrom 9.90%Sep 30, 2025SEC
Sep 17, 20255:15 PM ETBayshore Capital Advisors, LLCand 3 others13G/A8.89%8.67M shares−9.99 ppfrom 18.88%Sep 15, 2025SEC
Sep 17, 20254:06 PM ETBlitzer Michaeland 1 other13D/A5.80%5.81M shares−1.30 ppfrom 7.10%Sep 15, 2025SEC
Aug 15, 20256:47 PM ETBlitzer Michaeland 1 other13D/A7.10%7.61M shares−7.80 ppfrom 14.90%Aug 13, 2025SEC
Aug 14, 20255:42 PM ETAlyeska Investment Group, L.P.and 2 others13G9.90%9.38M sharesNewJun 30, 2025SEC
Aug 14, 20254:05 PM ETNewtyn Management, LLCand 1 other13G/A0.50%444.4K shares–Below 5%Jun 30, 2025SEC
Jun 16, 20259:32 PM ETBlitzer Michaeland 1 other13D/A14.90%15.6M shares−2.60 ppfrom 17.50%Jun 12, 2025SEC
May 15, 202512:22 PM ETHarraden Circle Investments, LLCand 6 others13G/A0.88%718.5K shares−0.20 ppfrom 1.08%Below 5%Mar 31, 2025SEC
Mar 27, 20255:27 PM ETGutnick Mordechai Zevand 1 other13D16.70%13.7M sharesNewMar 13, 2025SEC
Mar 25, 20257:25 PM ETBayshore Capital Advisors, LLCand 3 others13G18.88%15.5M sharesNewMar 13, 2025SEC
Mar 24, 20259:45 PM ETBlitzer Michaeland 1 other13D17.50%16.0M sharesNewMar 13, 2025SEC
Mar 18, 20258:30 AM ETHarraden Circle Investments, LLCand 6 others13G/A1.08%892.8K shares−9.54 ppfrom 10.62%Below 5%Mar 14, 2025SEC
Feb 25, 20252:00 PM ETHarraden Circle Investments, LLCand 6 others13G/A10.62%892.8K shares+2.29 ppfrom 8.33%Feb 21, 2025SEC
Feb 14, 20257:37 PM ETVivaldi Asset Management, LLCand 3 others13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
Feb 14, 20255:38 PM ETGoldman Sachs Group Incand 1 other13G/A0.00%405 shares–Below 5%Dec 31, 2024SEC
Feb 14, 20256:01 AM ETWestchester Capital Management, LLCand 2 others13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
Feb 13, 20254:23 PM ETAQR Capital Management LLCand 2 others13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
Feb 13, 20252:57 PM ETCowen and Company, LLC13G/A0.00%8.53K shares–Below 5%Dec 31, 2024SEC
Feb 13, 202512:52 PM ETWealthspring Capital LLCand 1 other13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
Jan 7, 20255:20 PM ETNewtyn Management, LLCand 1 other13G8.30%700.0K sharesNewNov 18, 2024SEC
Jan 7, 20256:02 AM ETHarraden Circle Investments, LLCand 5 others13G8.33%700.0K sharesNewDec 31, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell USA Rare Earth, Inc. shares.

No Form 144 notices for USA Rare Earth, Inc. are on file.