USA Rare Earth, Inc. - Common Stock (USAR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
USAR on Nasdaq
Shares outstanding
133,326,302
Price per share
$11.90
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
31,169,577
Total reported value
$535,691,261
% of total 13F portfolios
0%
Share change
+18,399,680
Value change
+$317,432,780
Number of holders
136
Price from insider filings
$11.90
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of USA Rare Earth, Inc. - Common Stock (USAR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Gutnick Mordechai Zev 17% $175,809,394 13,671,026 Mordechai Zev Gutnick 13 Mar 2025
Alyeska Investment Group, L.P. 9.6% -3% $220,020,397 +$58,852,045 12,799,325 +37% Alyeska Investment Group, L.P. 30 Sep 2025
Bayshore Capital Advisors, LLC 8.9% -53% $133,622,118 -$104,913,424 8,665,507 -44% Tready A. Smith 15 Sep 2025
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 30 Sep 2025, 136 institutional investors reported holding 31,169,577 shares of USA Rare Earth, Inc. - Common Stock (USAR). This represents 23% of the company’s total 133,326,302 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of USA Rare Earth, Inc. - Common Stock (USAR) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Alyeska Investment Group, L.P. 9.6% 12,799,325 +44% 0.67% $219,034,406
STATE STREET CORP 2.1% 2,820,689 +1102% 0% $48,487,644
Driehaus Capital Management LLC 1.7% 2,305,217 0.28% $39,626,680
UBS Group AG 0.87% 1,155,166 +1362% 0% $19,857,303
BlackRock, Inc. 0.79% 1,050,118 +18% 0% $18,051,528
VANGUARD GROUP INC 0.71% 953,198 +9.9% 0% $16,385,474
RENAISSANCE TECHNOLOGIES LLC 0.71% 951,400 0.02% $16,354,566
ALTFEST L J & CO INC 0.59% 788,477 1.5% $13,553,920
GEODE CAPITAL MANAGEMENT, LLC 0.52% 693,107 +6.1% 0% $11,919,194
GROUP ONE TRADING LLC 0.42% 558,111 0.29% $9,593,928
CITADEL ADVISORS LLC 0.41% 545,243 +2956% 0.01% $9,372,727
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.37% 491,351 +1231% 0.01% $8,446,324
TUDOR INVESTMENT CORP ET AL 0.36% 483,081 0.05% $8,304,162
MILLENNIUM MANAGEMENT LLC 0.35% 463,392 0.01% $7,965,708
MORGAN STANLEY 0.29% 383,790 +511% 0% $6,597,350
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% 347,371 +9.8% 0% $5,971,307
BANK OF AMERICA CORP /DE/ 0.26% 347,086 +43% 0% $5,966,408
Russell Investments Group, Ltd. 0.19% 259,615 0.01% $4,462,779
HITE Hedge Asset Management LLC 0.17% 231,080 0.22% $3,972,265
Sovran Advisors, LLC 0.17% 222,924 0.39% $4,387,144
Kestra Advisory Services, LLC 0.16% 208,328 0.02% $3,581,158
Calamos Advisors LLC 0.14% 190,962 0.01% $3,282,636
LPL Financial LLC 0.14% 180,946 +316% 0% $3,110,462
Greenwich Wealth Management LLC 0.1% 135,640 0.12% $2,332,000
Janney Montgomery Scott LLC 0.1% 130,110 0.01% $2,237,000

Institutional Holders of USA Rare Earth, Inc. - Common Stock (USAR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 285,419 $3,396,286 +$3,090,389 $11.90 14
2025 Q3 31,169,577 $535,691,261 +$317,432,780 $17.19 136
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