USA Rare EarthUSAR
13F holders, Q4 2025 (December 31)230holders +91
114new positions
34sold out
6famous investors
$11.94avg. 13F price*
At the end of Q4 2025, 230 institutions reported holding USA Rare Earth Inc. (USAR) in their 13F filings, up 91 from Q3 2025. 114 opened new positions and 34 sold out. The largest holders were Bayshore Capital Advisors, LLC ($102.4M), Alyeska Investment Group, L.P. ($92.8M) and BlackRock, Inc. ($76.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $70.7M |
| Exits | 34 | $67.6M |
All 13F filers, Q3 2025 → Q4 2025: 31,047,647 shares bought and 10,411,650 shares sold, net +20,635,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Bayshore Capital Advisors, LLC | 51.13% | — | 8,603,217 | $102.4M |
| Alyeska Investment Group, L.P. | 0.26% | Reduce -39.1% | 7,797,613 | $92.8M |
| BlackRock, Inc. | 0.00% | Add +508.1% | 6,386,077 | $76.0M |
| Vanguard Group Inc. | 0.00% | Add +533.3% | 6,036,486 | $71.8M |
| State Street Corp. | 0.00% | Add +78.4% | 5,032,866 | $59.9M |
| Inflection Point Holdings II LLC | 100.00% | — | 3,125,000 | $37.2M |
| Geode Capital Management, LLC | 0.00% | Add +213.1% | 2,170,097 | $25.8M |
| Bank of America Corp. | 0.00% | Add +361.0% | 1,600,123 | $19.0M |
| Susquehanna International Group, LLP | 0.02% | Add +183.2% | 1,391,669 | $16.6M |
| Citigroup Inc. | 0.01% | Add +23356.8% | 1,297,394 | $15.4M |
| UBS Group AG | 0.00% | Add +10.8% | 1,279,378 | $15.2M |
| Jump Financial, LLC | 0.21% | Add +8662.7% | 1,274,189 | $15.2M |
| Morgan Stanley | 0.00% | Add +226.6% | 1,253,579 | $14.9M |
| Altfest L J & Co. Inc. | 1.58% | Add +54.0% | 1,213,854 | $14.4M |
| Renaissance Technologies | 0.02% | Add +17.0% | 1,113,000 | $13.2M |
| Alliancebernstein L.P. | 0.00% | New | 1,002,005 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +2787.2% | 913,212 | $10.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +126.8% | 787,965 | $9.4M |
| Sovran Advisors, LLC | 0.70% | Add +119.7% | 489,707 | $8.2M |
| Northern Trust Corp. | 0.00% | Add +442.6% | 654,383 | $7.8M |
| Citadel Advisors | 0.00% | Add +4.3% | 568,797 | $6.8M |
| Sender Co & Partners, Inc. | 3.84% | Add +1072.8% | 567,127 | $6.7M |
| HITE Hedge Asset Management LLC | 0.28% | Add +59.6% | 368,918 | $4.4M |
| Toronto Dominion Bank | 0.01% | New | 362,443 | $4.3M |
| Hohimer Wealth Management, LLC | 0.52% | New | 322,300 | $3.8M |
| Bridgewater Associates | 0.01% | New | 273,005 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +2047.4% | 268,688 | $3.2M |
| Quadrature Capital Ltd | 0.03% | Add +663.7% | 264,574 | $3.1M |
| Texas Yale Capital Corp. | 0.09% | New | 241,800 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +590.8% | 236,290 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | New | 208,840 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 205,441 | $2.4M |
| Nuveen, LLC | 0.00% | New | 201,835 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 200,371 | $2.4M |
| LPL Financial LLC | 0.00% | Add +8.1% | 195,609 | $2.3M |
| Barclays PLC | 0.00% | Add +5798.8% | 192,889 | $2.3M |
| Dayah Capital LLC | 1.47% | — | 183,000 | $2.2M |
| Walleye Capital LLC | 0.01% | New | 175,890 | $2.1M |
| SIR Capital Management, L.P. | 0.20% | New | 152,500 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +819.4% | 152,327 | $1.8M |
| Walleye Trading LLC | 0.03% | Add +143.6% | 150,217 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | New | 148,354 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +59.1% | 136,548 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 134,760 | $1.6M |
| Jennison Associates LLC | 0.00% | New | 133,267 | $1.6M |
| Polymer Capital Management (US) LLC | 0.19% | New | 123,734 | $1.5M |
| MML Investors Services, LLC | 0.00% | New | 117,976 | $1.4M |
| FNY Investment Advisers, LLC | 0.40% | Add +1164.0% | 115,553 | $1.4M |
| Rhumbline Advisers | 0.00% | New | 105,588 | $1.3M |
| IMC-Chicago, LLC | 0.02% | New | 104,821 | $1.2M |
| LMR Partners LLP | 0.02% | New | 102,876 | $1.2M |
| Group One Trading LLC | 0.04% | Reduce -81.6% | 102,700 | $1.2M |
| Weaver Capital Management LLC | 0.25% | New | 100,000 | $1.2M |
| Swiss National Bank | 0.00% | Add +140.8% | 89,800 | $1.1M |
| 1492 Capital Management LLC | 0.39% | New | 82,783 | $985K |
| Kennedy Capital Management LLC | 0.02% | New | 78,424 | $933K |
| Twinbeech Capital LP | 0.06% | New | 76,600 | $912K |
| JPMorgan Chase & Co. | 0.00% | Add +75.2% | 74,779 | $890K |
| Squarepoint Ops LLC | 0.00% | New | 73,236 | $872K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +257.4% | 72,192 | $859K |
| International Assets Investment Management, LLC | 0.06% | Add +89.6% | 71,249 | $848K |
| Kercheville Advisors, LLC | 0.22% | Add +272.0% | 37,200 | $845K |
| P Schoenfeld Asset Management LP | 0.41% | New | 70,005 | $833K |
| Virtu Financial LLC | 0.03% | New | 69,940 | $832K |
| Invesco Ltd. | 0.00% | Add +25.2% | 67,592 | $804K |
| Royal Bank of Canada | 0.00% | Add +43.0% | 67,154 | $798K |
| Counterpoint Mutual Funds LLC | 0.06% | New | 65,863 | $784K |
| Blair William & Co. | 0.00% | New | 65,409 | $778K |
| Deutsche Bank AG | 0.00% | New | 64,720 | $770K |
| Quantbot Technologies LP | 0.03% | Add +200.8% | 64,587 | $769K |
| T. Rowe Price Associates Inc. | 0.00% | New | 64,450 | $767K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -31.2% | 60,261 | $717K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | New | 58,500 | $696K |
| Engineers Gate Manager LP | 0.01% | Add +297.7% | 58,345 | $694K |
| WINTON GROUP Ltd | 0.02% | Add +176.3% | 57,481 | $684K |
| MFG Wealth Management, Inc. | 0.51% | New | 55,357 | $659K |
| Atom Investors LP | 0.05% | New | 55,212 | $657K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.5% | 54,050 | $643K |
| XTX Topco Ltd | 0.02% | Add +33.8% | 53,349 | $635K |
| Guild Investment Management, Inc. | 0.44% | Reduce -20.8% | 49,760 | $592K |
| MetLife Investment Management, LLC | 0.00% | New | 49,182 | $585K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +311.8% | 47,393 | $564K |
| California State Teachers Retirement System | 0.00% | Add +178.7% | 46,261 | $551K |
| Raymond James Financial Inc. | 0.00% | Add +224.1% | 45,934 | $547K |
| Legal & General Group Plc | 0.00% | Add +150.7% | 45,450 | $541K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.1% | 41,477 | $494K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 40,915 | $487K |
| Lighthouse Investment Partners, LLC | 0.02% | Add +33.3% | 40,000 | $476K |
| SG Americas Securities, LLC | 0.00% | Add +207.4% | 39,656 | $472K |
| Osaic Holdings, Inc. | 0.00% | Add +66.8% | 39,253 | $467K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -81.7% | 38,229 | $455K |
| Millennium Management | 0.00% | Reduce -92.3% | 35,679 | $425K |
| Pier 88 Investment Partners LLC | 0.47% | Add +2.5% | 34,700 | $413K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 33,417 | $398K |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.4% | 32,260 | $384K |
| Stifel Financial Corp. | 0.00% | New | 31,694 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | New | 31,220 | $372K |
| Jones Financial Companies LLLP | 0.00% | Add +281.6% | 30,780 | $366K |
| Cetera Investment Advisers | 0.00% | Reduce -53.5% | 30,041 | $357K |
| Private Advisor Group, LLC | 0.00% | Reduce -57.4% | 28,910 | $344K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 28,664 | $341K |
| Darwin Wealth Management, LLC | 0.11% | Reduce -28.9% | 28,647 | $341K |
| Axxcess Wealth Management, LLC | 0.01% | New | 28,647 | $341K |
| New York State Common Retirement Fund | 0.00% | New | 27,700 | $330K |
| Sei Investments Co. | 0.00% | New | 27,046 | $322K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | New | 26,100 | $311K |
| Janus Henderson Group PLC | 0.00% | New | 26,069 | $310K |
| Warberg Asset Management LLC | 0.96% | New | 25,333 | $301K |
| SummitTX Capital, L.P. | 0.01% | New | 23,873 | $284K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 23,730 | $282K |
| Creative Planning | 0.00% | Add +96.5% | 23,034 | $274K |
| Integrated Wealth Concepts LLC | 0.00% | New | 22,313 | $266K |
| Perigon Wealth Management, LLC | 0.00% | New | 22,240 | $265K |
| Tannin Capital LLC | 0.22% | — | 20,436 | $243K |
| Nomura Holdings Inc. | 0.00% | New | 20,427 | $243K |
| Formula Growth Ltd. | 0.09% | No change | 20,000 | $238K |
| Captrust Financial Advisors | 0.00% | New | 19,902 | $237K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.8% | 19,800 | $236K |
| Prelude Capital Management, LLC | 0.02% | New | 19,763 | $235K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +50.7% | 17,979 | $214K |
| Amundi | 0.00% | New | 16,919 | $201K |
| GK Wealth Management LLC | 0.14% | New | 16,595 | $197K |
| Oxford Asset Management LLP | 0.07% | New | 16,186 | $193K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 16,100 | $192K |
| ProShare Advisors LLC | 0.00% | New | 16,093 | $192K |
| Voya Investment Management LLC | 0.00% | New | 15,557 | $185K |
| STRS Ohio | 0.00% | New | 15,500 | $184K |
| SIH Partners, LLLP | 0.01% | New | 14,768 | $176K |
| Moors & Cabot, Inc. | 0.01% | New | 13,848 | $165K |
| PCM Encore, LLC | 0.03% | — | 13,754 | $164K |
| Pilgrim Partners Asia Pte Ltd | 0.08% | New | 13,600 | $162K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.3% | 13,439 | $160K |
| Arizona State Retirement System | 0.00% | New | 12,678 | $151K |
| Cresset Asset Management, LLC | 0.00% | New | 11,986 | $143K |
| AQR Capital Management | 0.00% | New | 11,950 | $142K |
| Evoke Wealth, LLC | 0.00% | New | 11,829 | $141K |
| Two Sigma Securities, LLC | 0.02% | New | 11,763 | $140K |
| Greenland Capital Management LP | 0.02% | New | 11,300 | $134K |
| IHT Wealth Management, LLC | 0.00% | Reduce -27.4% | 10,965 | $130K |
| Flow Traders U.S. LLC | 0.00% | New | 10,334 | $123K |
| KLP Kapitalforvaltning As | 0.00% | Add +142.5% | 9,700 | $115K |
| CoreCap Advisors, LLC | 0.00% | Add +583.8% | 7,433 | $88K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -97.2% | 7,204 | $86K |
| Leonteq Securities AG | 0.00% | Add +472.4% | 7,155 | $85K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 7,148 | $85K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -81.1% | 6,223 | $74K |
| NFSG Corp | 0.01% | Add +2333.3% | 6,205 | $74K |
| Cwm, LLC | 0.00% | New | 5,758 | $69K |
| SBI Securities Co., Ltd. | 0.00% | Add +20.4% | 5,522 | $66K |
| FMR LLC | 0.00% | Add +19060.0% | 4,790 | $57K |
| IFP Advisors, Inc | 0.00% | Reduce -69.2% | 3,837 | $46K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 3,258 | $39K |
| Novem Group | 0.00% | New | 3,184 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1580.5% | 3,008 | $36K |
| Sterling Capital Management LLC | 0.00% | New | 2,847 | $34K |
| Amalgamated Bank | 0.00% | New | 2,767 | $33K |
| Havemeyer Place LP | 0.01% | — | 2,770 | $33K |
| Bullock Wealth Management Group | 0.01% | — | 2,520 | $30K |
| Center for Financial Planning, Inc. | 0.00% | New | 2,391 | $28K |
| Larson Financial Group LLC | 0.00% | Add +217.4% | 2,092 | $25K |
| Activest Wealth Management | 0.00% | New | 2,000 | $24K |
| Allworth Financial LP | 0.00% | Add +191.6% | 1,837 | $22K |
| National Bank of Canada | 0.00% | Reduce -15.9% | 1,766 | $21K |
| Caitlin John, LLC | 0.01% | Add +271.4% | 1,300 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,245 | $15K |
| State of Wyoming | 0.00% | New | 1,252 | $15K |
| First PREMIER Bank | 0.00% | New | 1,000 | $12K |
| Consultiva Wealth Management, Corp. | 0.03% | New | 1,000 | $12K |
| NewEdge Advisors, LLC | 0.00% | Add +6.7% | 960 | $11K |
| Founders Capital Management | 0.00% | New | 800 | $10K |
| Miller Wealth Advisors, LLC | 0.00% | New | 800 | $10K |
| Aventura Private Wealth, LLC | 0.00% | Add +206.8% | 767 | $9K |
| Los Angeles Capital Management LLC | 0.00% | New | 443 | $9K |
| Rothschild Investment LLC | 0.00% | New | 725 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 695 | $8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 653 | $8K |
| Strive Financial Group ,LLC | 0.00% | — | 668 | $8K |
| Winch Advisory Services, LLC | 0.00% | Add +106.5% | 640 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | New | 574 | $7K |
| Financial Consulate, Inc. | 0.00% | New | 524 | $6K |
| Hurley Capital, LLC | 0.00% | Reduce -50.0% | 500 | $6K |
| Quarry LP | 0.00% | New | 448 | $5K |
| Investors Research Corp | 0.00% | New | 415 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 400 | $5K |
| Avalon Trust Co | 0.00% | New | 400 | $5K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 342 | $4K |
| Aspect Partners, LLC | 0.00% | Reduce -56.5% | 312 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 300 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -75.0% | 300 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 280 | $3K |
| MAI Capital Management | 0.00% | Add +28.6% | 270 | $3K |
| Comerica Bank | 0.00% | New | 255 | $3K |
| Private Trust Co. NA | 0.00% | No change | 250 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 210 | $2K |
| Costello Asset Management, INC | 0.00% | New | 185 | $2K |
| Stone House Investment Management, LLC | 0.00% | No change | 180 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 186 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 163 | $2K |
| JDM Financial Group LLC | 0.00% | New | 163 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 163 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 145 | $2K |
| GAMMA Investing LLC | 0.00% | New | 137 | $2K |
| Gen-Wealth Partners Inc | 0.00% | New | 136 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 130 | $2K |
| US Bancorp \de | 0.00% | No change | 120 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 111 | $1K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 100 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 100 | $1K |
| Triumph Capital Management | 0.00% | New | 100 | $1K |
| City State Bank | 0.00% | New | 100 | $1K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 100 | $1K |
| SouthState Bank Corp | 0.00% | No change | 100 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -93.7% | 94 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +250.0% | 70 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 80 | $952 |
| Parallel Advisors, LLC | 0.00% | New | 73 | $869 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 66 | $785 |
| Sfam, LLC | 0.00% | — | 60 | $714 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 60 | $714 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 50 | $595 |
| Adirondack Trust Co. | 0.00% | New | 50 | $595 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $595 |
| Arax Advisory Partners | 0.00% | Add +53.3% | 46 | $547 |
| Hollencrest Capital Management | 0.00% | New | 45 | $536 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 24 | $286 |
| Tidemark, LLC | 0.00% | New | 24 | $286 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 10 | $119 |
| Essential Investment Partners LLC | 0.00% | — | 5 | $60 |
| Harbour Investments, Inc. | 0.00% | New | 2 | $24 |
| Essential Partners LLC | 0.00% | New | 2 | $24 |
"% of holder's portfolio" is USAR's weight in each manager's 13F, not the share of USA Rare Earth Inc. the manager owns.