USA Rare EarthUSAR
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $151.4M |
| Exits | 7 | $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.