Latest Period
Q4 2025
Security Snapshot
USA Rare Earth, Inc. - COMMON STOCK (USAR) Institutional Ownership
CUSIP: 91733P107
13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026
Institutions Reporting
224
Shares (Excl. Options)
63,511,859
Price
$11.90
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- Type / Class
- Equity / COMMON STOCK
- Symbol
- USAR on Nasdaq
- Underlying class
- Common Stock, par value $0.0001 per share
- Shares outstanding
- 219,378,255
- Price per share
- $16.79
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 63,511,859
- Total reported value
- $758,189,958
- % of total 13F portfolios
- 0%
- Share change
- +20,574,775
- Value change
- +$225,353,438
- Number of holders
- 224
- Price from insider filings
- $16.79
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- USAR - USA Rare Earth, Inc. - COMMON STOCK is tracked under CUSIP 91733P107.
- 224 institutions reported positions in Q4 2025.
- 7 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 224 to 231 between Q4 2025 and Q1 2026.
- Reported value moved from $758,189,958 to $1,050,030,172.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 224 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 91733P107?
CUSIP 91733P107 identifies USAR - USA Rare Earth, Inc. - COMMON STOCK in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 91733P107:
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 | |||
| 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 |
| Alyeska Investment Group, L.P. | 5.9% | -37% | $134,742,753 | -$86,429,583 | 7,797,613 | -39% | Alyeska Investment Group, L.P. | 31 Dec 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 31 Dec 2025, 224 institutional investors reported holding 63,511,859 shares of USA Rare Earth, Inc. - COMMON STOCK (USAR). This represents 29% of the company’s total 219,378,255 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of USA Rare Earth, Inc. - COMMON STOCK (USAR) together control 25% 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 |
|---|---|---|---|---|---|
| Bayshore Capital Advisors, LLC | 3.9% | 8,603,217 | 0% | 51% | $102,378,283 |
| Alyeska Investment Group, L.P. | 3.6% | 7,797,613 | -39% | 0.26% | $92,791,595 |
| BlackRock, Inc. | 2.9% | 6,386,077 | +508% | 0% | $75,994,317 |
| VANGUARD GROUP INC | 2.8% | 6,036,486 | +533% | 0% | $71,834,184 |
| STATE STREET CORP | 2.3% | 5,032,866 | +78% | 0% | $59,891,105 |
| Inflection Point Holdings II LLC | 1.4% | 3,125,000 | 0% | 100% | $37,187,500 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.99% | 2,170,097 | +213% | 0% | $25,829,375 |
| BANK OF AMERICA CORP /DE/ | 0.73% | 1,600,123 | +361% | 0% | $19,041,463 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.63% | 1,391,669 | +183% | 0.02% | $16,560,862 |
| CITIGROUP INC | 0.59% | 1,297,394 | +23357% | 0.01% | $15,438,989 |
| UBS Group AG | 0.58% | 1,279,378 | +11% | 0% | $15,224,598 |
| Jump Financial, LLC | 0.58% | 1,274,189 | +8663% | 0.19% | $15,162,849 |
| MORGAN STANLEY | 0.57% | 1,253,579 | +227% | 0% | $14,917,590 |
| ALTFEST L J & CO INC | 0.55% | 1,213,854 | +54% | 1.6% | $14,444,863 |
| RENAISSANCE TECHNOLOGIES LLC | 0.51% | 1,113,000 | +17% | 0.02% | $13,244,700 |
| ALLIANCEBERNSTEIN L.P. | 0.46% | 1,002,005 | 0% | $11,923,860 | |
| GOLDMAN SACHS GROUP INC | 0.42% | 913,212 | +2787% | 0% | $10,867,223 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.36% | 787,965 | +127% | 0% | $9,376,784 |
| NORTHERN TRUST CORP | 0.3% | 654,383 | +443% | 0% | $7,787,158 |
| CITADEL ADVISORS LLC | 0.26% | 568,797 | +4.3% | 0% | $6,768,684 |
| Sender Co & Partners, Inc. | 0.26% | 567,127 | +1073% | 3.8% | $6,748,811 |
| Sovran Advisors, LLC | 0.22% | 489,707 | +120% | 0.7% | $8,222,181 |
| HITE Hedge Asset Management LLC | 0.17% | 368,918 | +60% | 0.28% | $4,390,124 |
| TORONTO DOMINION BANK | 0.17% | 362,443 | 0.01% | $4,313,072 | |
| HOHIMER WEALTH MANAGEMENT, LLC | 0.15% | 322,300 | 0.52% | $3,835,370 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 68,575,787 | $1,050,030,172 | +$449,537,634 | $15.14 | 231 |
| 2025 Q4 | 63,511,859 | $758,189,958 | +$225,353,438 | $11.90 | 224 |
| 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 |