Security key
91733P107
USA Rare Earth, Inc. - Common Stock, par value $0.0001 (USAR)
CUSIP: 91733P107
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Common Stock, par value $0.0001
- Total 13F shares
- 31,170,827
- Total 13F value
- $535,712,749
- Share change
- +18,400,930
- Put/Call ratio
- 70%
- SEC-reported price per share
- $17.19
- Number of holders
- 137
- Value change
- +$317,454,268
- Number of buys
- 126
- Number of sells
- 12
- Shares outstanding
- 229,128,603
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2025
Institutions
137
Top holders
10
USAR full security history
Ownership snapshot
Full 13F holder table
USA Rare Earth, Inc. SEC filings
USA Rare Earth, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of USAR - USA Rare Earth, Inc. - Common Stock, par value $0.0001 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Michael Blitzer
Disclosed value leader
Alyeska Investment Group,...
Comparable rows
15/15
Latest evidence
15 Sep 2025
13D/G
3/4/5
13F
Lead comparable stake: 5.8%
13D/G row: Michael Blitzer
Showing 1-6 of 15 holder rows.
Quick read
Michael Blitzer leads the comparable SEC ownership view at 5.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Michael Blitzer's linked filing trail.
Comparable ownership
Top 5
Michael Blitzer
5.8%
Harraden Circle Investments, LLC
0.88%
Newtyn Management, LLC
0.5%
COWEN AND COMPANY, LLC
0.1%
GOLDMAN SACHS GROUP INC
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Michael Blitzer |
13D/G
|
5.8%
|
$89,560,624
5,808,082 shares
|
-$27,752,746 | 15 Sep 2025 |
| Harraden Circle Investments, LLC |
13D/G
3/4/5
10%+ Owner
|
0.88%
|
$9,239,576
718,474 shares
|
-$2,242,154 | 31 Mar 2025 |
| Newtyn Management, LLC |
13D/G
|
0.5%
|
$4,759,021
444,353 shares
|
$0 | 30 Jun 2025 |
| COWEN AND COMPANY, LLC |
13D/G
|
0.1%
|
$93,681
8,532 shares
|
$0 | 31 Dec 2024 |
| GOLDMAN SACHS GROUP INC |
13D/G
THE GOLDMAN SACHS GROUP, INC.
|
0%
|
$4,447
405 shares
|
$0 | 31 Dec 2024 |
| Bayshore Capital Advisors, LLC |
3/4/5
10%+ Owner
|
0.82%
|
$28,848,136
1,870,826 shares
|
— | 15 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
137
Shares
31,170,827
Rows available
137
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
45
Q3 2025 holders
137
Holder diff
92
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|