Latest Period
Q2 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 Q2 2026
Institutions Reporting
387
Shares (Excl. Options)
137,648,332
Price
$21.58
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- Security type / class
- Equity / Common Stock, par value $0.0001
- Symbol
- USAR on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 137,648,332
- Total 13F value
- $2,957,092,505
- Portfolio coverage rank
- 0.01%
- Share change
- +9,990,157
- Value change
- +$271,071,964
- Number of holders
- 387
- Underlying class
- Common Stock, par value $0.0001 per share
- Shares outstanding
- 244,909,349
- SEC-reported price per share
- $14.65
- Insider filing price
- $14.65
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.
- 387 institutions reported positions in Q2 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 308 to 387 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,929,125,272 to $2,957,092,505.
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 387 institutions filings for Q2 2026.
Security key
91733P107
Latest holder period
Q2 2026
13F holders
387
13D/G owners
7
CIK / CUSIP context first
Open Q2 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 |
|---|---|---|---|---|---|---|---|---|
| Gutnick Mordechai Zev | 6.8% | -58% | $396,062,538 | +$48,545,057 | 15,580,745 | +14% | Gutnick Mordechai Zev | 05 Jun 2026 |
| STATE STREET CORP | 5.5% | $202,584,849 | 12,065,804 | STATE STREET CORPORATION | 31 Mar 2026 | |||
| Alyeska Investment Group, L.P. | 4.6% | -37% | $194,306,424 | -$90,876,648 | 11,290,321 | -32% | Alyeska Investment Group, L.P. | 30 Jun 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 30 Jun 2026, 387 institutional investors reported holding 137,648,332 shares of USA Rare Earth, Inc. - Common Stock, par value $0.0001 (USAR). This represents 56% of the company’s total 244,909,349 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
45%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.4% | 15,560,453 | +10% | 0.01% | $335,794,575 |
| STATE STREET CORP | 5.5% | 13,522,226 | +12% | 0.01% | $291,809,637 |
| Alyeska Investment Group, L.P. | 4.6% | 11,290,321 | -32% | 0.63% | $243,645,128 |
| UBS Group AG | 3.6% | 8,913,844 | +130% | 0.03% | $192,360,754 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.6% | 8,913,480 | +178% | 0.02% | $192,354,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4% | 8,240,608 | -1.5% | 0% | $177,832,321 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2% | 5,495,447 | +290% | 0.01% | $118,591,746 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 4,858,203 | +13% | 0.01% | $104,857,436 |
| Bayshore Capital Advisors, LLC | 1.8% | 4,438,785 | -49% | 45% | $95,788,980 |
| RENAISSANCE TECHNOLOGIES LLC | 1.6% | 3,951,100 | +314% | 0.12% | $85,264,738 |
| Hood River Capital Management LLC | 1.5% | 3,688,848 | -13% | 0.58% | $79,605,340 |
| Marex Group Ltd | 0.87% | 2,142,369 | +48% | 0.34% | $46,232,323 |
| REAVES W H & CO INC | 0.82% | 2,000,000 | -14% | 0.65% | $43,160,000 |
| JPMORGAN CHASE & CO | 0.81% | 1,983,632 | +730% | 0% | $41,909,429 |
| CITADEL ADVISORS LLC | 0.72% | 1,754,650 | +88% | 0.02% | $37,865,347 |
| NORTHERN TRUST CORP | 0.65% | 1,589,753 | +16% | 0% | $34,306,870 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.62% | 1,518,322 | +4.7% | 0% | $32,765,389 |
| BANK OF AMERICA CORP /DE/ | 0.62% | 1,518,145 | +6.7% | 0% | $32,761,569 |
| Capital World Investors | 0.61% | 1,500,240 | +3.6% | 0% | $32,375,179 |
| ALLIANCEBERNSTEIN L.P. | 0.56% | 1,360,770 | -4.3% | 0.01% | $20,595,254 |
| MORGAN STANLEY | 0.53% | 1,289,496 | +5.3% | 0% | $27,827,323 |
| VANGUARD FIDUCIARY TRUST CO | 0.53% | 1,288,343 | +9.2% | 0.01% | $27,802,442 |
| ALTFEST L J & CO INC | 0.51% | 1,260,525 | +7.8% | 2.6% | $27,202,130 |
| CITIGROUP INC | 0.51% | 1,241,161 | -21% | 0.01% | $26,784,254 |
| Zimmer Partners, LP | 0.46% | 1,132,220 | -1.7% | 0.58% | $24,433,308 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 137,648,332 | $2,957,092,505 | +$271,071,964 | $21.58 | 387 |
| 2026 Q1 | 127,013,892 | $1,929,125,272 | +$908,625,763 | $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 |