USA Rare EarthUSAR

13F holders, Q3 2025 (September 30)
139holders +93
100new positions
7sold out
5famous investors
$17.17avg. 13F price*

At the end of Q3 2025, 139 institutions reported holding USA Rare Earth Inc. (USAR) in their 13F filings, up 93 from Q2 2025. 100 opened new positions and 7 sold out. The largest holders were Alyeska Investment Group, L.P. ($219.0M), State Street Corp. ($48.5M) and Driehaus Capital Management LLC ($39.6M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
USA Rare Earth Inc.
CUSIP
91733P107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2025: 15Q1 2025Q2 2025: 46Q2 2025Q3 2025: 139Q3 2025Q4 2025: 230Q4 2025Q1 2026: 318Q1 2026Q2 2026: 396Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions100$151.4M
Exits7$1.0M

All 13F filers, Q2 2025 → Q3 2025: 18,539,392 shares bought and 124,828 shares sold, net +18,414,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

Alyeska Investment Group, L.P. 0.66% Add +44.0% 12,799,325 $219.0M
State Street Corp. 0.00% Add +1101.9% 2,820,689 $48.5M
Driehaus Capital Management LLC 0.28% New 2,305,217 $39.6M
UBS Group AG 0.00% Add +1361.9% 1,155,166 $19.9M
BlackRock, Inc. 0.00% Add +18.4% 1,050,118 $18.1M
Vanguard Group Inc. 0.00% Add +9.9% 953,198 $16.4M
Renaissance Technologies 0.02% New 951,400 $16.4M
Altfest L J & Co. Inc. 1.51% New 788,477 $13.6M
Geode Capital Management, LLC 0.00% Add +6.1% 693,107 $11.9M
Group One Trading LLC 0.29% New 558,111 $9.6M
Citadel Advisors 0.01% Add +2955.8% 545,243 $9.4M
Susquehanna International Group, LLP 0.01% Add +1231.5% 491,351 $8.4M
Tudor Investment Corporation 0.06% New 483,081 $8.3M
Millennium Management 0.01% New 463,392 $8.0M
Morgan Stanley 0.00% Add +510.9% 383,790 $6.6M
Charles Schwab Investment Management Inc. 0.00% Add +9.8% 347,371 $6.0M
Bank of America Corp. 0.00% Add +43.0% 347,086 $6.0M
Russell Investments Group, Ltd. 0.01% New 259,615 $4.5M
Sovran Advisors, LLC 0.39% New 222,924 $4.4M
HITE Hedge Asset Management LLC 0.22% New 231,080 $4.0M
Kestra Advisory Services, LLC 0.02% New 208,328 $3.6M
Calamos Advisors LLC 0.02% New 190,962 $3.3M
LPL Financial LLC 0.00% Add +315.8% 180,946 $3.1M
Greenwich Wealth Management LLC 0.12% New 135,640 $2.3M
Janney Montgomery Scott LLC 0.01% New 130,110 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 121,073 $2.1M
Northern Trust Corp. 0.00% Add +14.1% 120,604 $2.1M
Simplex Trading, LLC 0.04% Add +287.1% 114,913 $2.0M
Balyasny Asset Management L.P. 0.00% New 87,537 $1.5M
Jane Street Group, LLC 0.00% New 85,814 $1.5M
Wexford Capital LP 0.36% New 70,200 $1.2M
Private Advisor Group, LLC 0.01% New 67,868 $1.2M
Cetera Investment Advisers 0.00% New 64,533 $1.1M
Mutual Advisors, LLC 0.02% New 45,618 $1.1M
Guild Investment Management, Inc. 0.86% New 62,820 $1.1M
Wolverine Trading, LLC 0.02% Add +413.1% 61,269 $1.1M
Walleye Trading LLC 0.02% New 61,669 $1.1M
Farther Finance Advisors, LLC 0.02% Add +1461225.0% 58,453 $1.0M
Invesco Ltd. 0.00% New 53,994 $928K
Advisory Services Network, LLC 0.01% Add +2.0% 52,366 $900K
Sender Co & Partners, Inc. 0.32% New 48,358 $831K
Voleon Capital Management LP 0.02% New 47,370 $814K
Royal Bank of Canada 0.00% Add +8951.5% 46,977 $807K
Financial Sense Advisors, Inc. 0.16% New 46,000 $791K
JPMorgan Chase & Co. 0.00% New 42,687 $734K
PEAK6 LLC 0.02% New 41,479 $713K
Darwin Wealth Management, LLC 0.22% New 40,321 $693K
XTX Topco Ltd 0.04% New 39,883 $686K
Cinctive Capital Management LP 0.03% New 37,547 $645K
Swiss National Bank 0.00% New 37,300 $641K
Quadrature Capital Ltd 0.01% New 34,645 $596K
Wells Fargo & Company 0.00% Add +432.4% 34,205 $588K
Pier 88 Investment Partners LLC 0.64% Reduce -36.9% 33,860 $582K
Concentric Capital Strategies, LP 0.03% New 33,714 $580K
Annis Gardner Whiting Capital Advisors, LLC 0.12% New 33,417 $574K
Rockefeller Capital Management L.P. 0.00% New 32,962 $567K
Goldman Sachs Group Inc. 0.00% New 31,630 $544K
OMERS ADMINISTRATION Corp 0.00% New 30,800 $529K
Lighthouse Investment Partners, LLC 0.02% No change 30,000 $516K
Verity Asset Management, Inc. 0.16% New 28,516 $490K
Massar Capital Management, LP 0.17% New 27,000 $464K
Commonwealth Equity Services, LLC 0.00% New 24,923 $428K
Jefferies Financial Group Inc. 0.00% New 22,500 $387K
Osaic Holdings, Inc. 0.00% Add +584.1% 23,533 $378K
NorthRock Partners, LLC 0.01% New 21,600 $371K
Quantbot Technologies LP 0.01% New 21,470 $369K
WINTON GROUP Ltd 0.01% New 20,800 $358K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 20,200 $347K
Formula Growth Ltd. 0.12% New 20,000 $344K
Legal & General Group Plc 0.00% New 18,129 $312K
California State Teachers Retirement System 0.00% New 16,598 $285K
Verition Fund Management LLC 0.00% New 16,569 $285K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,034 $284K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 15,869 $273K
Diametric Capital, LP 0.10% Add +15.4% 15,489 $266K
Griffin Asset Management, Inc. 0.03% New 15,106 $260K
IHT Wealth Management, LLC 0.01% New 15,100 $260K
Engineers Gate Manager LP 0.00% New 14,672 $252K
Jump Financial, LLC 0.00% New 14,541 $250K
Gotham Asset Management 0.00% New 14,329 $246K
Snowden Capital Advisors LLC 0.01% New 14,268 $245K
Raymond James Financial Inc. 0.00% Reduce -30.5% 14,172 $244K
Global Retirement Partners, LLC 0.01% Add +5570.6% 13,893 $239K
Quantinno Capital Management LP 0.00% New 13,000 $223K
SG Americas Securities, LLC 0.00% New 12,899 $222K
Bank of New York Mellon Corp 0.00% New 12,512 $215K
IFP Advisors, Inc 0.01% New 12,437 $214K
Black Swift Group, LLC 0.04% New 12,000 $206K
Sequoia Financial Advisors, LLC 0.00% New 11,930 $205K
Creative Planning 0.00% New 11,720 $201K
Manufacturers Life Insurance Company, The 0.00% New 11,509 $198K
Apollon Wealth Management, LLC 0.00% New 10,110 $174K
StoneX Group Inc. 0.01% New 10,001 $172K
Kercheville Advisors, LLC 0.05% New 10,000 $172K
FNY Investment Advisers, LLC 0.05% Add +754.4% 9,142 $157K
Jones Financial Companies LLLP 0.00% Add +2204.3% 8,065 $140K
Citigroup Inc. 0.00% Reduce -35.4% 5,531 $95K
SBI Securities Co., Ltd. 0.00% Add +73.9% 4,586 $79K
KLP Kapitalforvaltning As 0.00% New 4,000 $69K
Barclays PLC 0.00% New 3,270 $56K

"% of holder's portfolio" is USAR's weight in each manager's 13F, not the share of USA Rare Earth Inc. the manager owns.

Show all 139 holders