Security key
91733P107
USA Rare Earth, Inc. - Common Stock, par value $0.0001 (USAR)
CUSIP: 91733P107
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, par value $0.0001
- Total 13F shares
- 11,264,935
- Total 13F value
- $239,669,706
- Share change
- -3,099,634
- Put/Call ratio
- 98%
- SEC-reported price per share
- $21.58
- Number of holders
- 131
- Value change
- -$66,426,433
- Number of buys
- 79
- Number of sells
- 30
- 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
Q2 2026
Institutions
131
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
Alyeska Investment Group,...
Disclosed value leader
Mordechai Zev Gutnick
Comparable rows
15/15
Latest evidence
05 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.6%
13D/G row: Alyeska Investment Group, L.P.
Showing 1-6 of 15 holder rows.
Quick read
Alyeska Investment Group, L.P. leads the comparable SEC ownership view at 7.6%.
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 Alyeska Investment Group, L.P.'s linked filing trail.
Comparable ownership
Top 5
Alyeska Investment Group, L.P.
7.6%
Mordechai Zev Gutnick
6.8%
Michael Blitzer
5.8%
STATE STREET CORP
5.5%
Bayshore Capital Advisors, LLC
4%
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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. |
13D/G
13F
Company
|
7.6%
|
$278,223,346
16,570,777 shares
|
+$147,301,424 | 31 Mar 2026 |
| Mordechai Zev Gutnick |
13D/G
3/4/5
Gutnick Mordechai Zev · Director
|
6.8%
|
$396,062,538
15,580,745 shares
|
+$48,545,057 | 05 Jun 2026 |
| Michael Blitzer |
13D/G
|
5.8%
|
$89,560,624
5,808,082 shares
|
-$27,752,746 | 15 Sep 2025 |
| STATE STREET CORP |
13D/G
13F
STATE STREET CORPORATION · Company
|
5.5%
|
$202,584,849
12,065,804 shares
|
$0 | 31 Mar 2026 |
| Bayshore Capital Advisors, LLC |
13F
13D/G
3/4/5
Company · Tready A. Smith · 10%+ Owner
|
4%
from 13D/G
|
$132,328,574
8,743,216 shares
|
— | 31 Mar 2026 |
| 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 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
131
Shares
11,264,935
Rows available
131
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
308
Q2 2026 holders
131
Holder diff
-177
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|