USA Rare EarthUSAR
13F holders, Q2 2026 (June 30)396holders +78
116new positions
45sold out
7famous investors
$21.48avg. 13F price*
At the end of Q2 2026, 396 institutions reported holding USA Rare Earth Inc. (USAR) in their 13F filings, up 78 from Q1 2026. 116 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($335.8M), State Street Corp. ($291.8M) and Alyeska Investment Group, L.P. ($243.6M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- USA Rare Earth Inc.
- CUSIP
- 91733P107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $124.5M |
| Exits | 45 | $82.1M |
All 13F filers, Q1 2026 → Q2 2026: 36,130,841 shares bought and 23,043,680 shares sold, net +13,087,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| BlackRock, Inc. | 0.01% | Add +10.5% | 15,560,453 | $335.8M |
| State Street Corp. | 0.01% | Add +12.1% | 13,522,226 | $291.8M |
| Alyeska Investment Group, L.P. | 0.63% | Reduce -31.9% | 11,290,321 | $243.6M |
| UBS Group AG | 0.03% | Add +129.5% | 8,913,844 | $192.4M |
| T. Rowe Price Associates Inc. | 0.02% | Add +178.3% | 8,913,480 | $192.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.4% | 8,240,608 | $177.8M |
| Vanguard Portfolio Management LLC | 0.01% | Add +290.4% | 5,495,447 | $118.6M |
| Geode Capital Management, LLC | 0.01% | Add +12.5% | 4,858,203 | $104.9M |
| Bayshore Capital Advisors, LLC | 44.72% | Reduce -49.2% | 4,438,785 | $95.8M |
| Renaissance Technologies | 0.12% | Add +313.6% | 3,951,100 | $85.3M |
| Hood River Capital Management LLC | 0.58% | Reduce -13.1% | 3,688,848 | $79.6M |
| Marex Group Ltd | 0.34% | Add +48.2% | 2,142,369 | $46.2M |
| Reaves W H & Co. Inc. | 0.65% | Reduce -13.8% | 2,000,000 | $43.2M |
| JPMorgan Chase & Co. | 0.00% | Add +729.6% | 1,983,632 | $41.9M |
| Citadel Advisors | 0.02% | Add +87.6% | 1,754,650 | $37.9M |
| Northern Trust Corp. | 0.00% | Add +16.3% | 1,589,753 | $34.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.7% | 1,518,322 | $32.8M |
| Bank of America Corp. | 0.00% | Add +6.7% | 1,518,145 | $32.8M |
| Capital World Investors | 0.00% | Add +3.6% | 1,500,240 | $32.4M |
| Morgan Stanley | 0.00% | Add +5.3% | 1,289,496 | $27.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +9.2% | 1,288,343 | $27.8M |
| Altfest L J & Co. Inc. | 2.64% | Add +7.8% | 1,260,525 | $27.2M |
| Citigroup Inc. | 0.01% | Reduce -21.2% | 1,241,161 | $26.8M |
| Zimmer Partners, LP | 0.58% | Reduce -1.7% | 1,132,220 | $24.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.3% | 1,360,770 | $20.6M |
| Artisan Partners Limited Partnership | 0.03% | New | 953,723 | $20.6M |
| Driehaus Capital Management LLC | 0.12% | Add +35.4% | 942,294 | $20.3M |
| FMR LLC | 0.00% | Add +2.5% | 941,643 | $20.3M |
| Korea Investment CORP | 0.03% | Add +84.5% | 839,126 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.6% | 831,650 | $17.9M |
| LMR Partners LLP | 0.15% | Reduce -0.0% | 753,676 | $16.3M |
| Yaupon Capital Management LP | 0.50% | No change | 700,000 | $15.1M |
| Bank of New York Mellon Corp | 0.00% | Add +20.7% | 626,036 | $13.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | New | 616,767 | $13.3M |
| Nuveen, LLC | 0.00% | Add +21.7% | 610,832 | $13.2M |
| LPL Financial LLC | 0.00% | Add +81.9% | 579,111 | $12.5M |
| Squarepoint Ops LLC | 0.02% | Add +1460.9% | 546,156 | $11.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 518,388 | $11.2M |
| Ghisallo Capital Management LLC | 0.26% | No change | 500,000 | $10.8M |
| Trustees of the University of Pennsylvania | 10.21% | Reduce -89.8% | 493,094 | $10.6M |
| Invesco Ltd. | 0.00% | Reduce -28.2% | 472,417 | $10.2M |
| UNICOM Systems, Inc. | 0.65% | No change | 459,374 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +53.0% | 438,308 | $9.5M |
| Millennium Management | 0.01% | Reduce -10.4% | 417,669 | $9.0M |
| Hohimer Wealth Management, LLC | 0.89% | Add +2.4% | 398,900 | $8.6M |
| New York State Common Retirement Fund | 0.01% | Add +518.1% | 357,854 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +64.1% | 355,314 | $7.7M |
| Swiss National Bank | 0.00% | Add +132.5% | 349,900 | $7.6M |
| Clear Street Group Inc. | 0.02% | Add +15.3% | 345,975 | $7.5M |
| Rokos Capital Management LLP | 0.09% | New | 345,985 | $7.5M |
| American Century Companies Inc. | 0.00% | New | 326,397 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 288,851 | $6.3M |
| Weiss Asset Management LP | 0.10% | Reduce -76.2% | 269,480 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +103.2% | 258,383 | $5.6M |
| SIR Capital Management, L.P. | 0.62% | Add +199.9% | 250,414 | $5.4M |
| Sound Capital Solutions LLC | 1.26% | — | 250,000 | $5.4M |
| Texas Yale Capital Corp. | 0.12% | Add +0.6% | 245,350 | $5.3M |
| Rhumbline Advisers | 0.00% | Add +15.2% | 243,567 | $5.3M |
| Deutsche Bank AG | 0.00% | Add +58.0% | 241,698 | $5.2M |
| Alps Advisors Inc. | 0.02% | New | 233,067 | $5.0M |
| Sovran Advisors, LLC | 0.36% | Reduce -25.8% | 339,133 | $4.8M |
| Himension Capital (singapore) Pte. LTD. | 0.29% | Add +58.6% | 216,562 | $4.7M |
| Sender Co & Partners, Inc. | 1.97% | New | 216,120 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +73.2% | 200,935 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +78.9% | 200,694 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +84.2% | 192,461 | $4.2M |
| Sei Investments Co. | 0.00% | Reduce -30.6% | 191,978 | $4.1M |
| Simplex Trading, LLC | 0.11% | Add +2179.4% | 187,412 | $4.0M |
| Bridgewater Associates | 0.02% | Add +7.2% | 186,950 | $4.0M |
| IMC-Chicago, LLC | 0.04% | New | 184,431 | $4.0M |
| Group One Trading LLC | 0.11% | Add +23.7% | 183,635 | $4.0M |
| PFG Investments, LLC | 0.14% | Add +71.3% | 171,047 | $3.7M |
| Jennison Associates LLC | 0.00% | Add +0.5% | 162,787 | $3.5M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.13% | Add +338.4% | 162,223 | $3.5M |
| Jupiter Topco LLC | 0.00% | — | 162,134 | $3.5M |
| Verition Fund Management LLC | 0.03% | Add +56.7% | 158,410 | $3.4M |
| ArrowMark Colorado Holdings LLC | 0.14% | New | 157,634 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +125.5% | 146,306 | $3.2M |
| Blair William & Co. | 0.01% | Add +7.0% | 137,363 | $3.0M |
| Longaeva Partners L.P. | 0.08% | No change | 124,687 | $2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +147.3% | 122,041 | $2.6M |
| Man Group plc | 0.00% | New | 118,737 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.5% | 115,222 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +12.7% | 113,370 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.2% | 110,673 | $2.4M |
| MML Investors Services, LLC | 0.00% | Reduce -11.2% | 104,823 | $2.3M |
| Credit Agricole S A | 0.01% | New | 102,000 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +58.9% | 105,836 | $2.2M |
| Acasta Partners UK LLP | 6.55% | New | 97,900 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 93,575 | $2.0M |
| MFG Wealth Management, Inc. | 1.43% | Reduce -3.3% | 92,393 | $2.0M |
| Voya Investment Management LLC | 0.00% | Add +190.1% | 91,265 | $2.0M |
| International Assets Investment Management, LLC | 0.12% | Add +16.8% | 96,793 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.0% | 89,089 | $1.9M |
| Main Management ETF Advisors, LLC | 0.06% | New | 86,178 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +61.0% | 85,137 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +15.0% | 82,538 | $1.8M |
| Creative Planning | 0.00% | Add +78.3% | 81,706 | $1.8M |
| one8zero8, LLC | 0.35% | Add +288.5% | 81,400 | $1.8M |
| Virtu Financial LLC | 0.06% | New | 80,814 | $1.7M |
"% of holder's portfolio" is USAR's weight in each manager's 13F, not the share of USA Rare Earth Inc. the manager owns.