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。
2026 年第 1 季 13F 持有人
USA Rare Earth, Inc. 在 2026/3/31 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
- 318
- 較 2025 年第 4 季 +92 家
- 持有股數
- 1.28 億
- 較 2025 年第 4 季 +6,995 萬 (+121.3%)
- 總市值
- $19.4 億
- 較 2025 年第 4 季 +$12.5 億 (+182.0%)
- 新進機構
- 133
- 另有 110 家加碼
- 清倉機構
- 41
- 另有 38 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 16,570,777 | $2.51 億 | 0.71% | +8,773,164+112.5% | 加碼 |
| BlackRock, Inc. | 14,085,618 | $2.13 億 | 0.00% | +7,699,541+120.6% | 加碼 |
| State Street Corp | 12,065,748 | $1.83 億 | 0.01% | +7,032,882+139.7% | 加碼 |
| Bayshore Capital Advisors, LLC | 8,743,216 | $1.32 億 | 55.84% | +139,999+1.6% | 加碼 |
| Vanguard Capital Management LLC | 8,361,996 | $1.27 億 | 0.00% | +8,361,996 | 新進 |
| Hood River Capital Management LLC | 4,242,941 | $7,938 萬 | 0.80% | +4,242,941 | 新進 |
| Trustees of the University of Pennsylvania | 4,854,970 | $7,348 萬 | 24.75% | +4,854,970 | 新進 |
| Geode Capital Management, LLC | 4,317,842 | $6,537 萬 | 0.00% | +2,147,745+99.0% | 加碼 |
| UBS Group AG | 3,883,815 | $5,878 萬 | 0.01% | +2,604,437+203.6% | 加碼 |
| Price T Rowe Associates Inc | 3,203,355 | $4,848 萬 | 0.01% | +3,138,905+4,870.3% | 加碼 |
| Inflection Point Holdings II LLC | 3,125,000 | $4,731 萬 | 100.00% | 00.0% | 不變 |
| Newtyn Management, LLC | 2,339,613 | $3,541 萬 | 3.78% | +2,339,613 | 新進 |
| Reaves W H & Co Inc | 2,320,000 | $3,511 萬 | 0.58% | +2,320,000 | 新進 |
| Citigroup Inc | 1,574,877 | $2,384 萬 | 0.02% | +277,483+21.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,449,933 | $2,194 萬 | 0.00% | +661,968+84.0% | 加碼 |
| Marex Group plc | 1,445,225 | $2,187 萬 | 0.23% | +1,445,225 | 新進 |
| Bank of America Corp | 1,422,926 | $2,154 萬 | 0.00% | −177,197−11.1% | 減碼 |
| Vanguard Portfolio Management LLC | 1,407,517 | $2,130 萬 | 0.00% | +1,407,517 | 新進 |
| Northern Trust Corp | 1,367,320 | $2,069 萬 | 0.00% | +712,937+108.9% | 加碼 |
| Capital World Investors | 1,448,244 | $1,907 萬 | 0.00% | +1,448,244 | 新進 |
| Morgan Stanley | 1,224,759 | $1,854 萬 | 0.00% | −28,820−2.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,180,284 | $1,786 萬 | 0.00% | +1,180,284 | 新進 |
| Altfest L J & Co Inc | 1,168,854 | $1,769 萬 | 1.89% | −45,000−3.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,160,000 | $1,756 萬 | 0.03% | +1,160,000 | 新進 |
| Zimmer Partners, LP | 1,151,640 | $1,743 萬 | 0.43% | +1,151,640 | 新進 |
| Weiss Asset Management LP | 1,130,000 | $1,710 萬 | 0.31% | +1,130,000 | 新進 |
| Alliancebernstein L.P. | 1,422,270 | $1,693 萬 | 0.01% | +420,265+41.9% | 加碼 |
| Goldman Sachs Group Inc | 1,009,146 | $1,527 萬 | 0.00% | +95,934+10.5% | 加碼 |
| Renaissance Technologies LLC | 955,378 | $1,446 萬 | 0.02% | −157,622−14.2% | 減碼 |
| Citadel Advisors LLC | 935,167 | $1,415 萬 | 0.01% | +366,370+64.4% | 加碼 |
| FMR LLC | 919,032 | $1,391 萬 | 0.00% | +914,242+19,086.5% | 加碼 |
| Sovran Advisors, LLC | 456,920 | $1,187 萬 | 0.93% | −32,787−6.7% | 減碼 |
| LMR Partners LLP | 753,876 | $1,141 萬 | 0.11% | +651,000+632.8% | 加碼 |
| Yaupon Capital Management LP | 700,000 | $1,059 萬 | 0.52% | +700,000 | 新進 |
| Driehaus Capital Management LLC | 695,737 | $1,053 萬 | 0.08% | +695,737 | 新進 |
| Invesco Ltd. | 658,209 | $996.2 萬 | 0.00% | +590,617+873.8% | 加碼 |
| Bank of New York Mellon Corp | 518,673 | $785.0 萬 | 0.00% | +249,985+93.0% | 加碼 |
| Nuveen, LLC | 501,911 | $759.6 萬 | 0.00% | +300,076+148.7% | 加碼 |
| Ghisallo Capital Management LLC | 500,000 | $756.8 萬 | 0.21% | +500,000 | 新進 |
| Millennium Management LLC | 466,050 | $705.4 萬 | 0.01% | +430,371+1,206.2% | 加碼 |
| UNICOM Systems, Inc. | 459,374 | $695.3 萬 | 0.71% | +459,374 | 新進 |
| Korea Investment CORP | 454,859 | $688.4 萬 | 0.01% | +454,859 | 新進 |
| Jain Global LLC | 428,765 | $648.9 萬 | 0.08% | +428,765 | 新進 |
| Encompass Capital Advisors LLC | 465,000 | $622.4 萬 | 0.25% | +465,000 | 新進 |
| Hohimer Wealth Management, LLC | 389,600 | $589.7 萬 | 0.72% | +67,300+20.9% | 加碼 |
| LPL Financial LLC | 318,431 | $481.9 萬 | 0.00% | +122,822+62.8% | 加碼 |
| Clear Street Group Inc. | 300,109 | $454.2 萬 | 0.03% | +300,109 | 新進 |
| Wells Fargo & Company | 286,462 | $433.6 萬 | 0.00% | +50,172+21.2% | 加碼 |
| Ameriprise Financial Inc | 285,804 | $432.6 萬 | 0.00% | +76,964+36.9% | 加碼 |
| SEI Investments Co | 276,819 | $419.0 萬 | 0.00% | +249,773+923.5% | 加碼 |
| Seven Grand Managers, LLC | 262,500 | $397.3 萬 | 0.27% | +262,500 | 新進 |
| Toronto Dominion Bank | 250,649 | $379.4 萬 | 0.01% | −111,794−30.8% | 減碼 |
| Texas Yale Capital Corp. | 243,850 | $369.1 萬 | 0.10% | +2,050+0.8% | 加碼 |
| JPMorgan Chase & Co | 239,098 | $340.2 萬 | 0.00% | +164,319+219.7% | 加碼 |
| Point72 Asset Management, L.P. | 220,706 | $334.0 萬 | 0.01% | +220,706 | 新進 |
| Susquehanna International Group, LLP | 216,554 | $327.8 萬 | 0.00% | −1,175,115−84.4% | 減碼 |
| Rhumbline Advisers | 211,437 | $320.0 萬 | 0.00% | +105,849+100.2% | 加碼 |
| Bridgewater Associates, LP | 174,464 | $264.1 萬 | 0.01% | −98,541−36.1% | 減碼 |
| Jennison Associates LLC | 162,047 | $245.3 萬 | 0.00% | +28,780+21.6% | 加碼 |
| Deutsche Bank AG | 152,942 | $231.6 萬 | 0.00% | +88,222+136.3% | 加碼 |
| Swiss National Bank | 150,500 | $227.8 萬 | 0.00% | +60,700+67.6% | 加碼 |
| Group One Trading, L.P. | 148,447 | $224.7 萬 | 0.07% | +45,747+44.5% | 加碼 |
| Himension Fund | 136,512 | $206.6 萬 | 0.16% | +136,512 | 新進 |
| Blair William & Co | 128,321 | $194.2 萬 | 0.01% | +62,912+96.2% | 加碼 |
| UBS Asset Management Americas Inc | 127,164 | $192.5 萬 | 0.00% | +54,972+76.1% | 加碼 |
| Longaeva Partners L.P. | 124,687 | $188.7 萬 | 0.09% | +124,687 | 新進 |
| MML Investors Services, LLC | 118,050 | $178.7 萬 | 0.00% | +74+0.1% | 加碼 |
| California State Teachers Retirement System | 116,048 | $175.6 萬 | 0.00% | +69,787+150.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 112,203 | $169.8 萬 | 0.00% | −93,238−45.4% | 減碼 |
| Raymond James Financial Inc | 104,516 | $158.2 萬 | 0.00% | +58,582+127.5% | 加碼 |
| Verition Fund Management LLC | 101,120 | $153.0 萬 | 0.01% | −51,207−33.6% | 減碼 |
| MetLife Investment Management | 100,568 | $152.2 萬 | 0.01% | +51,386+104.5% | 加碼 |
| Weaver Capital Management LLC | 100,000 | $151.3 萬 | 0.33% | 00.0% | 不變 |
| PFG Investments, LLC | 99,844 | $151.1 萬 | 0.07% | +99,844 | 新進 |
| Dynamic Advisor Solutions LLC | 98,584 | $149.2 萬 | 0.05% | +98,584 | 新進 |
| Royal Bank of Canada | 98,399 | $148.9 萬 | 0.00% | +31,245+46.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 97,802 | $148.0 萬 | 0.00% | +50,409+106.4% | 加碼 |
| Mfg Wealth Management, Inc. | 95,519 | $144.6 萬 | 1.20% | +40,162+72.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 94,053 | $142.3 萬 | 0.00% | +65,389+228.1% | 加碼 |
| ExodusPoint Capital Management, LP | 92,468 | $140.0 萬 | 0.01% | −107,903−53.9% | 減碼 |
| XTX Topco Ltd | 89,648 | $135.7 萬 | 0.02% | +36,299+68.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 86,459 | $130.9 萬 | 0.00% | +45,544+111.3% | 加碼 |
| Tudor Investment Corp Et Al | 84,550 | $128.0 萬 | 0.01% | +84,550 | 新進 |
| SIR Capital Management, L.P. | 83,500 | $126.4 萬 | 0.12% | −69,000−45.2% | 減碼 |
| International Assets Investment Management, LLC | 82,905 | $122.7 萬 | 0.09% | +11,656+16.4% | 加碼 |
| Vanguard Global Advisers, LLC | 80,059 | $121.2 萬 | 0.00% | +80,059 | 新進 |
| Advisor Group Holdings, Inc. | 71,776 | $108.7 萬 | 0.00% | +32,523+82.9% | 加碼 |
| P Schoenfeld Asset Management LP | 70,005 | $106.0 萬 | 0.84% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 66,599 | $102.7 萬 | 0.00% | +35,819+116.4% | 加碼 |
| Arosa Capital Management LP | 65,000 | $98.4 萬 | 0.64% | +65,000 | 新進 |
| Legal & General Group Plc | 64,877 | $98.2 萬 | 0.00% | +19,427+42.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 61,250 | $92.7 萬 | 0.06% | +2,750+4.7% | 加碼 |
| Advisory Services Network, LLC | 60,845 | $92.1 萬 | 0.01% | +60,845 | 新進 |
| Kingsbury Capital Investment Advisors LLC | 60,184 | $91.1 萬 | 0.86% | +60,184 | 新進 |
| Pilgrim Partners Asia Pte Ltd | 60,000 | $90.8 萬 | 0.38% | +46,400+341.2% | 加碼 |
| New York State Common Retirement Fund | 57,900 | $87.6 萬 | 0.00% | +30,200+109.0% | 加碼 |
| Polymer Capital Management (US) LLC | 55,078 | $83.4 萬 | 0.12% | −68,656−55.5% | 減碼 |
| Pier 88 Investment Partners LLC | 53,800 | $81.4 萬 | 0.21% | +19,100+55.0% | 加碼 |
| Principia Wealth Advisory, LLC | 53,329 | $80.6 萬 | 0.46% | +53,329 | 新進 |
| Cetera Investment Advisers | 52,895 | $80.1 萬 | 0.00% | +22,854+76.1% | 加碼 |