USA Rare Earth, Inc.
USAR- 交易所
- Nasdaq
- 產業
- Metal Mining
- SEC CIK
- 0001970622
近 90 天，USA Rare Earth, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 396 家機構在 13F 申報持有，市值合計 $29.6 億；大師中只有索羅斯基金管理持有。
2025 年第 4 季 13F 持有人
USA Rare Earth, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 230
- 較 2025 年第 3 季 +92 家
- 持有股數
- 6,373 萬
- 較 2025 年第 3 季 +3,259 萬 (+104.6%)
- 總市值
- $7.61 億
- 較 2025 年第 3 季 +$2.26 億 (+42.4%)
- 新進機構
- 126
- 另有 70 家加碼
- 清倉機構
- 34
- 另有 21 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 USAR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 396 | $29.6 億 |
| 2026 年第 1 季 | 318 | $19.4 億 |
| 2025 年第 4 季 | 230 | $7.61 億 |
| 2025 年第 3 季 | 140 | $5.36 億 |
| 2025 年第 2 季 | 46 | $1.40 億 |
| 2025 年第 1 季 | 15 | $1,334 萬 |
| 2024 年第 4 季 | 8 | $1,911 萬 |
| 2024 年第 3 季 | 46 | $2.54 億 |
| 2024 年第 2 季 | 45 | $2.45 億 |
| 2024 年第 1 季 | 51 | $2.43 億 |
| 2023 年第 4 季 | 47 | $2.39 億 |
| 2023 年第 3 季 | 50 | $1.99 億 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 4 季持有機構
每家機構持有 USA Rare Earth, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bayshore Capital Advisors, LLC | 8,603,217 | $1.02 億 | 51.13% | +8,603,217 | 新進 |
| Alyeska Investment Group, L.P. | 7,797,613 | $9,279 萬 | 0.26% | −5,001,712−39.1% | 減碼 |
| BlackRock, Inc. | 6,386,077 | $7,599 萬 | 0.00% | +5,335,959+508.1% | 加碼 |
| Vanguard Group Inc | 6,036,486 | $7,183 萬 | 0.00% | +5,083,288+533.3% | 加碼 |
| State Street Corp | 5,032,866 | $5,989 萬 | 0.00% | +2,212,177+78.4% | 加碼 |
| Inflection Point Holdings II LLC | 3,125,000 | $3,719 萬 | 100.00% | +3,125,000 | 新進 |
| Geode Capital Management, LLC | 2,170,097 | $2,583 萬 | 0.00% | +1,476,990+213.1% | 加碼 |
| Bank of America Corp | 1,600,123 | $1,904 萬 | 0.00% | +1,253,037+361.0% | 加碼 |
| Susquehanna International Group, LLP | 1,391,669 | $1,656 萬 | 0.02% | +900,318+183.2% | 加碼 |
| Citigroup Inc | 1,297,394 | $1,544 萬 | 0.01% | +1,291,863+23,356.8% | 加碼 |
| UBS Group AG | 1,279,378 | $1,522 萬 | 0.00% | +124,212+10.8% | 加碼 |
| Jump Financial, LLC | 1,274,189 | $1,516 萬 | 0.19% | +1,259,648+8,662.7% | 加碼 |
| Morgan Stanley | 1,253,579 | $1,492 萬 | 0.00% | +869,789+226.6% | 加碼 |
| Altfest L J & Co Inc | 1,213,854 | $1,444 萬 | 1.58% | +425,377+53.9% | 加碼 |
| Renaissance Technologies LLC | 1,113,000 | $1,324 萬 | 0.02% | +161,600+17.0% | 加碼 |
| Alliancebernstein L.P. | 1,002,005 | $1,192 萬 | 0.00% | +1,002,005 | 新進 |
| Goldman Sachs Group Inc | 913,212 | $1,087 萬 | 0.00% | +881,582+2,787.2% | 加碼 |
| Charles Schwab Investment Management Inc | 787,965 | $937.7 萬 | 0.00% | +440,594+126.8% | 加碼 |
| Sovran Advisors, LLC | 489,707 | $822.2 萬 | 0.70% | +266,783+119.7% | 加碼 |
| Northern Trust Corp | 654,383 | $778.7 萬 | 0.00% | +533,779+442.6% | 加碼 |
| Citadel Advisors LLC | 568,797 | $676.9 萬 | 0.00% | +23,554+4.3% | 加碼 |
| Sender Co & Partners, Inc. | 567,127 | $674.9 萬 | 3.84% | +518,769+1,072.8% | 加碼 |
| HITE Hedge Asset Management LLC | 368,918 | $439.0 萬 | 0.28% | +137,838+59.6% | 加碼 |
| Toronto Dominion Bank | 362,443 | $431.3 萬 | 0.01% | +362,443 | 新進 |
| Hohimer Wealth Management, LLC | 322,300 | $383.5 萬 | 0.52% | +322,300 | 新進 |
| Bridgewater Associates, LP | 273,005 | $324.9 萬 | 0.01% | +273,005 | 新進 |
| Bank of New York Mellon Corp | 268,688 | $319.7 萬 | 0.00% | +256,176+2,047.4% | 加碼 |
| Quadrature Capital Ltd | 264,574 | $314.8 萬 | 0.03% | +229,929+663.7% | 加碼 |
| Texas Yale Capital Corp. | 241,800 | $287.7 萬 | 0.09% | +241,800 | 新進 |
| Wells Fargo & Company | 236,290 | $281.2 萬 | 0.00% | +202,085+590.8% | 加碼 |
| Ameriprise Financial Inc | 208,840 | $248.5 萬 | 0.00% | +208,840 | 新進 |
| D. E. Shaw & Co., Inc. | 205,441 | $244.5 萬 | 0.00% | +205,441 | 新進 |
| Nuveen, LLC | 201,835 | $240.2 萬 | 0.00% | +201,835 | 新進 |
| ExodusPoint Capital Management, LP | 200,371 | $238.4 萬 | 0.03% | +200,371 | 新進 |
| LPL Financial LLC | 195,609 | $232.8 萬 | 0.00% | +14,663+8.1% | 加碼 |
| Barclays PLC | 192,889 | $229.5 萬 | 0.00% | +189,619+5,798.7% | 加碼 |
| Dayah Capital LLC | 183,000 | $217.8 萬 | 1.47% | +183,000 | 新進 |
| Walleye Capital LLC | 175,890 | $209.3 萬 | 0.01% | +175,890 | 新進 |
| SIR Capital Management, L.P. | 152,500 | $181.5 萬 | 0.20% | +152,500 | 新進 |
| Verition Fund Management LLC | 152,327 | $181.3 萬 | 0.01% | +135,758+819.3% | 加碼 |
| Walleye Trading LLC | 150,217 | $178.8 萬 | 0.03% | +88,548+143.6% | 加碼 |
| Baird Financial Group, Inc. | 148,354 | $176.5 萬 | 0.00% | +148,354 | 新進 |
| Jane Street Group, LLC | 136,548 | $162.5 萬 | 0.00% | +50,734+59.1% | 加碼 |
| Janney Montgomery Scott LLC | 134,760 | $160.4 萬 | 0.00% | +4,650+3.6% | 加碼 |
| Jennison Associates LLC | 133,267 | $158.6 萬 | 0.00% | +133,267 | 新進 |
| Polymer Capital Management (US) LLC | 123,734 | $147.2 萬 | 0.19% | +123,734 | 新進 |
| MML Investors Services, LLC | 117,976 | $140.4 萬 | 0.00% | +117,976 | 新進 |
| FNY Investment Advisers, LLC | 115,553 | $137.5 萬 | 0.39% | +106,411+1,164.0% | 加碼 |
| Rhumbline Advisers | 105,588 | $125.6 萬 | 0.00% | +105,588 | 新進 |
| IMC-Chicago, LLC | 104,821 | $124.7 萬 | 0.02% | +104,821 | 新進 |
| LMR Partners LLP | 102,876 | $122.4 萬 | 0.01% | +102,876 | 新進 |
| Group One Trading, L.P. | 102,700 | $122.2 萬 | 0.04% | −455,411−81.6% | 減碼 |
| Weaver Capital Management LLC | 100,000 | $119.0 萬 | 0.25% | +100,000 | 新進 |
| Swiss National Bank | 89,800 | $106.9 萬 | 0.00% | +52,500+140.8% | 加碼 |
| 1492 Capital Management LLC | 82,783 | $98.5 萬 | 0.38% | +82,783 | 新進 |
| Kennedy Capital Management, Inc. | 78,424 | $93.3 萬 | 0.02% | +78,424 | 新進 |
| Twinbeech Capital LP | 76,600 | $91.2 萬 | 0.06% | +76,600 | 新進 |
| JPMorgan Chase & Co | 74,779 | $89.0 萬 | 0.00% | +32,092+75.2% | 加碼 |
| Squarepoint Ops LLC | 73,236 | $87.2 萬 | 0.00% | +73,236 | 新進 |
| UBS Asset Management Americas Inc | 72,192 | $85.9 萬 | 0.00% | +51,992+257.4% | 加碼 |
| International Assets Investment Management, LLC | 71,249 | $84.8 萬 | 0.06% | +33,669+89.6% | 加碼 |
| Kercheville Advisors, LLC | 37,200 | $84.5 萬 | 0.22% | +27,200+272.0% | 加碼 |
| P Schoenfeld Asset Management LP | 70,005 | $83.3 萬 | 0.41% | +70,005 | 新進 |
| Virtu Financial LLC | 69,940 | $83.2 萬 | 0.03% | +69,940 | 新進 |
| Invesco Ltd. | 67,592 | $80.4 萬 | 0.00% | +13,598+25.2% | 加碼 |
| Royal Bank of Canada | 67,154 | $79.8 萬 | 0.00% | +20,177+43.0% | 加碼 |
| Counterpoint Mutual Funds LLC | 65,863 | $78.4 萬 | 0.06% | +65,863 | 新進 |
| Blair William & Co | 65,409 | $77.8 萬 | 0.00% | +65,409 | 新進 |
| Deutsche Bank AG | 64,720 | $77.0 萬 | 0.00% | +64,720 | 新進 |
| Quantbot Technologies LP | 64,587 | $76.9 萬 | 0.03% | +43,117+200.8% | 加碼 |
| Price T Rowe Associates Inc | 64,450 | $76.7 萬 | 0.00% | +64,450 | 新進 |
| Balyasny Asset Management LLC | 60,261 | $71.7 萬 | 0.00% | −27,276−31.2% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 58,500 | $69.6 萬 | 0.04% | +58,500 | 新進 |
| Engineers Gate Manager LP | 58,345 | $69.4 萬 | 0.01% | +43,673+297.7% | 加碼 |
| Winton Group Ltd | 57,481 | $68.4 萬 | 0.02% | +36,681+176.4% | 加碼 |
| Mfg Wealth Management, Inc. | 55,357 | $65.9 萬 | 0.51% | +55,357 | 新進 |
| Atom Investors LP | 55,212 | $65.7 萬 | 0.05% | +55,212 | 新進 |
| Farther Finance Advisors, LLC | 54,050 | $64.3 萬 | 0.01% | −4,403−7.5% | 減碼 |
| XTX Topco Ltd | 53,349 | $63.5 萬 | 0.02% | +13,466+33.8% | 加碼 |
| Guild Investment Management, Inc. | 49,760 | $59.2 萬 | 0.44% | −13,060−20.8% | 減碼 |
| MetLife Investment Management | 49,182 | $58.5 萬 | 0.00% | +49,182 | 新進 |
| Manufacturers Life Insurance Company, The | 47,393 | $56.4 萬 | 0.00% | +35,884+311.8% | 加碼 |
| California State Teachers Retirement System | 46,261 | $55.1 萬 | 0.00% | +29,663+178.7% | 加碼 |
| Raymond James Financial Inc | 45,934 | $54.7 萬 | 0.00% | +31,762+224.1% | 加碼 |
| Legal & General Group Plc | 45,450 | $54.1 萬 | 0.00% | +27,321+150.7% | 加碼 |
| Mutual Advisors, LLC | 41,477 | $49.4 萬 | 0.01% | −4,141−9.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 40,915 | $48.7 萬 | 0.00% | +40,915 | 新進 |
| Lighthouse Investment Partners, LLC | 40,000 | $47.6 萬 | 0.02% | +10,000+33.3% | 加碼 |
| SG Americas Securities, LLC | 39,656 | $47.2 萬 | 0.00% | +26,757+207.4% | 加碼 |
| Advisor Group Holdings, Inc. | 39,253 | $46.7 萬 | 0.00% | +15,720+66.8% | 加碼 |
| Kestra Advisory Services, LLC | 38,229 | $45.5 萬 | 0.00% | −170,099−81.6% | 減碼 |
| Millennium Management LLC | 35,679 | $42.5 萬 | 0.00% | −427,713−92.3% | 減碼 |
| Pier 88 Investment Partners LLC | 34,700 | $41.3 萬 | 0.09% | +840+2.5% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 33,417 | $39.8 萬 | 0.08% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 32,260 | $38.4 萬 | 0.00% | +7,337+29.4% | 加碼 |
| Stifel Financial Corp | 31,694 | $37.7 萬 | 0.00% | +31,694 | 新進 |
| The PNC Financial Services Group, Inc. | 31,220 | $37.2 萬 | 0.00% | +31,220 | 新進 |
| Jones Financial Companies LLLP | 30,780 | $36.6 萬 | 0.00% | +22,715+281.6% | 加碼 |
| Cetera Investment Advisers | 30,041 | $35.7 萬 | 0.00% | −34,492−53.4% | 減碼 |
| Private Advisor Group, LLC | 28,910 | $34.4 萬 | 0.00% | −38,958−57.4% | 減碼 |