Latest Period
Q1 2026
Security Snapshot
USA Rare Earth, Inc. - Common Stock, par value $0.0001 (USAR) Institutional Ownership
CUSIP: 91733P107
13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026
Institutions Reporting
308
Shares (Excl. Options)
127,014,557
Price
$15.14
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- Security type / class
- Equity / Common Stock, par value $0.0001
- Symbol
- USAR on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 127,014,557
- Total 13F value
- $1,929,135,336
- Portfolio coverage rank
- 0.01%
- Share change
- +58,778,011
- Value change
- +$908,635,903
- Number of holders
- 308
- Underlying class
- Common Stock, par value $0.0001 per share
- Shares outstanding
- 218,036,539
- SEC-reported price per share
- $25.42
- Insider filing price
- $25.42
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- USAR - USA Rare Earth, Inc. - Common Stock, par value $0.0001 is tracked under CUSIP 91733P107.
- 308 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 226 to 308 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $760,367,682 to $1,929,135,336.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 308 institutions filings for Q1 2026.
Security key
91733P107
Latest holder period
Q1 2026
13F holders
308
13D/G owners
7
CIK / CUSIP context first
Open Q1 2026 holders
USAR full holder history
USA Rare Earth, Inc. SEC filings
USA Rare Earth, Inc. company facts
USA Rare Earth, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 91733P107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
USAR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 7.6% | +29% | $278,223,346 | +$147,301,424 | 16,570,777 | +113% | Alyeska Investment Group, L.P. | 31 Mar 2026 |
| Gutnick Mordechai Zev | 17% | $175,809,394 | 13,671,026 | Mordechai Zev Gutnick | 13 Mar 2025 | |||
| STATE STREET CORP | 5.5% | $202,584,849 | 12,065,804 | STATE STREET CORPORATION | 31 Mar 2026 | |||
| Bayshore Capital Advisors, LLC | 4% | -55% | $131,118,183 | -$34,266 | 8,663,243 | -0.03% | Tready A. Smith | 31 Mar 2026 |
| BLITZER MICHAEL | 5.8% | -19% | $89,560,624 | -$27,752,746 | 5,808,082 | -24% | Michael Blitzer | 15 Sep 2025 |
| Harraden Circle Investments, LLC | 0.88% | -20% | $9,239,576 | -$2,242,154 | 718,474 | -20% | Harraden Circle Investments, LLC | 31 Mar 2025 |
| Newtyn Management, LLC | 0.5% | $4,759,021 | 444,353 | Newtyn Management, LLC | 30 Jun 2025 |
As of 31 Mar 2026, 308 institutional investors reported holding 127,014,557 shares of USA Rare Earth, Inc. - Common Stock, par value $0.0001 (USAR). This represents 58% of the company’s total 218,036,539 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
48%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 7.6% | 16,570,777 | +113% | 0.71% | $250,798,710 |
| BlackRock, Inc. | 6.5% | 14,085,618 | +121% | 0% | $213,185,830 |
| STATE STREET CORP | 5.5% | 12,065,748 | +140% | 0.01% | $182,615,096 |
| Bayshore Capital Advisors, LLC | 4% | 8,743,216 | +1.6% | 56% | $132,328,574 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 8,361,996 | 0% | 0% | $126,558,809 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | 2.2% | 4,854,970 | 25% | $73,479,971 | |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 4,317,842 | +99% | 0% | $65,365,080 |
| Hood River Capital Management LLC | 1.9% | 4,242,941 | 0.8% | $79,382,187 | |
| UBS Group AG | 1.8% | 3,883,815 | +204% | 0.01% | $58,781,540 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.5% | 3,203,355 | +4870% | 0.01% | $48,484,000 |
| Inflection Point Holdings II LLC | 1.4% | 3,125,000 | 0% | 100% | $47,312,500 |
| Newtyn Management, LLC | 1.1% | 2,339,613 | 3.8% | $35,410,043 | |
| REAVES W H & CO INC | 1.1% | 2,320,000 | 0.58% | $35,113,200 | |
| CITIGROUP INC | 0.72% | 1,574,877 | +21% | 0.02% | $23,835,764 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.66% | 1,449,933 | +84% | 0% | $21,944,736 |
| Capital World Investors | 0.66% | 1,448,244 | 0% | $19,069,753 | |
| Marex Group plc | 0.66% | 1,445,225 | 0.23% | $21,873,480 | |
| BANK OF AMERICA CORP /DE/ | 0.65% | 1,422,926 | -11% | 0% | $21,535,986 |
| ALLIANCEBERNSTEIN L.P. | 0.65% | 1,422,270 | +42% | 0.01% | $16,925,013 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.65% | 1,407,517 | 0% | 0% | $21,302,770 |
| NORTHERN TRUST CORP | 0.63% | 1,367,320 | +109% | 0% | $20,694,389 |
| MORGAN STANLEY | 0.56% | 1,224,759 | -2.3% | 0% | $18,536,727 |
| VANGUARD FIDUCIARY TRUST CO | 0.54% | 1,180,284 | 0% | 0% | $17,863,598 |
| ALTFEST L J & CO INC | 0.54% | 1,168,854 | -3.7% | 1.9% | $17,690,605 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.53% | 1,160,000 | 0.03% | $17,556,600 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 127,014,557 | $1,929,135,336 | +$908,635,903 | $15.14 | 308 |
| 2025 Q4 | 63,694,861 | $760,367,682 | +$225,353,462 | $11.90 | 226 |
| 2025 Q3 | 31,170,827 | $535,712,749 | +$317,454,268 | $17.19 | 137 |
| 2025 Q2 | 12,790,707 | $139,717,873 | +$133,071,481 | $10.96 | 45 |
| 2025 Q1 | 963,006 | $5,720,053 | +$5,720,053 | $5.94 | 13 |