USA Rare EarthUSAR
13F holders, Q1 2026 (March 31)318holders +88
126new positions
41sold out
9famous investors
$15.23avg. 13F price*
At the end of Q1 2026, 318 institutions reported holding USA Rare Earth Inc. (USAR) in their 13F filings, up 88 from Q4 2025. 126 opened new positions and 41 sold out. The largest holders were Alyeska Investment Group, L.P. ($250.8M), BlackRock, Inc. ($213.2M) and State Street Corp. ($182.6M). 9 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 126 | $410.1M |
| Exits | 41 | $32.3M |
All 13F filers, Q4 2025 → Q1 2026: 65,746,469 shares bought and 6,960,628 shares sold, net +58,785,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Alyeska Investment Group, L.P. | 0.71% | Add +112.5% | 16,570,777 | $250.8M |
| BlackRock, Inc. | 0.00% | Add +120.6% | 14,085,618 | $213.2M |
| State Street Corp. | 0.01% | Add +139.7% | 12,065,748 | $182.6M |
| Bayshore Capital Advisors, LLC | 55.84% | Add +1.6% | 8,743,216 | $132.3M |
| Vanguard Capital Management LLC | 0.00% | — | 8,361,996 | $126.6M |
| Hood River Capital Management LLC | 0.80% | New | 4,242,941 | $79.4M |
| Trustees of the University of Pennsylvania | 24.75% | New | 4,854,970 | $73.5M |
| Geode Capital Management, LLC | 0.00% | Add +99.0% | 4,317,842 | $65.4M |
| UBS Group AG | 0.01% | Add +203.6% | 3,883,815 | $58.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4870.3% | 3,203,355 | $48.5M |
| Inflection Point Holdings II LLC | 100.00% | No change | 3,125,000 | $47.3M |
| Newtyn Management, LLC | 3.78% | New | 2,339,613 | $35.4M |
| Reaves W H & Co. Inc. | 0.58% | New | 2,320,000 | $35.1M |
| Citigroup Inc. | 0.02% | Add +21.4% | 1,574,877 | $23.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +84.0% | 1,449,933 | $21.9M |
| Marex Group Ltd | 0.23% | New | 1,445,225 | $21.9M |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 1,422,926 | $21.5M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,407,517 | $21.3M |
| Northern Trust Corp. | 0.00% | Add +109.0% | 1,367,320 | $20.7M |
| Capital World Investors | 0.00% | New | 1,448,244 | $19.1M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 1,224,759 | $18.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 1,180,284 | $17.9M |
| Altfest L J & Co. Inc. | 1.89% | Reduce -3.7% | 1,168,854 | $17.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 1,160,000 | $17.6M |
| Zimmer Partners, LP | 0.45% | New | 1,151,640 | $17.4M |
| Weiss Asset Management LP | 0.44% | New | 1,130,000 | $17.1M |
| Alliancebernstein L.P. | 0.01% | Add +41.9% | 1,422,270 | $16.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.5% | 1,009,146 | $15.3M |
| Renaissance Technologies | 0.02% | Reduce -14.2% | 955,378 | $14.5M |
| Citadel Advisors | 0.01% | Add +64.4% | 935,167 | $14.2M |
| FMR LLC | 0.00% | Add +19086.5% | 919,032 | $13.9M |
| Sovran Advisors, LLC | 0.93% | Reduce -6.7% | 456,920 | $11.9M |
| LMR Partners LLP | 0.14% | Add +632.8% | 753,876 | $11.4M |
| Yaupon Capital Management LP | 0.52% | New | 700,000 | $10.6M |
| Driehaus Capital Management LLC | 0.08% | New | 695,737 | $10.5M |
| Invesco Ltd. | 0.00% | Add +873.8% | 658,209 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Add +93.0% | 518,673 | $7.9M |
| Nuveen, LLC | 0.00% | Add +148.7% | 501,911 | $7.6M |
| Ghisallo Capital Management LLC | 0.21% | New | 500,000 | $7.6M |
| Millennium Management | 0.01% | Add +1206.2% | 466,050 | $7.1M |
| UNICOM Systems, Inc. | 0.71% | New | 459,374 | $7.0M |
| Korea Investment CORP | 0.01% | New | 454,859 | $6.9M |
| Jain Global LLC | 0.09% | New | 428,765 | $6.5M |
| Encompass Capital Advisors LLC | 0.25% | New | 465,000 | $6.2M |
| Hohimer Wealth Management, LLC | 0.73% | Add +20.9% | 389,600 | $5.9M |
| LPL Financial LLC | 0.00% | Add +62.8% | 318,431 | $4.8M |
| Clear Street Group Inc. | 0.03% | New | 300,109 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +21.2% | 286,462 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +36.9% | 285,804 | $4.3M |
| Sei Investments Co. | 0.00% | Add +923.5% | 276,819 | $4.2M |
| Seven Grand Managers, LLC | 0.27% | New | 262,500 | $4.0M |
| Toronto Dominion Bank | 0.01% | Reduce -30.8% | 250,649 | $3.8M |
| Texas Yale Capital Corp. | 0.10% | Add +0.8% | 243,850 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +219.7% | 239,098 | $3.4M |
| Point72 Asset Management | 0.01% | New | 220,706 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.4% | 216,554 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +100.3% | 211,437 | $3.2M |
| Bridgewater Associates | 0.01% | Reduce -36.1% | 174,464 | $2.6M |
| Jennison Associates LLC | 0.00% | Add +21.6% | 162,047 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +136.3% | 152,942 | $2.3M |
| Swiss National Bank | 0.00% | Add +67.6% | 150,500 | $2.3M |
| Group One Trading LLC | 0.07% | Add +44.5% | 148,447 | $2.2M |
| Himension Capital (singapore) Pte. LTD. | 0.16% | New | 136,512 | $2.1M |
| Blair William & Co. | 0.01% | Add +96.2% | 128,321 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +76.2% | 127,164 | $1.9M |
| Longaeva Partners L.P. | 0.09% | New | 124,687 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +0.1% | 118,050 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +150.8% | 116,048 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -45.4% | 112,203 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +127.5% | 104,516 | $1.6M |
| Verition Fund Management LLC | 0.02% | Reduce -33.6% | 101,120 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +104.5% | 100,568 | $1.5M |
| Weaver Capital Management LLC | 0.33% | No change | 100,000 | $1.5M |
| PFG Investments, LLC | 0.07% | New | 99,844 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | New | 98,584 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +46.5% | 98,399 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +106.4% | 97,802 | $1.5M |
| MFG Wealth Management, Inc. | 1.20% | Add +72.5% | 95,519 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +228.1% | 94,053 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -53.9% | 92,468 | $1.4M |
| XTX Topco Ltd | 0.02% | Add +68.0% | 89,648 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +111.3% | 86,459 | $1.3M |
| Tudor Investment Corporation | 0.01% | New | 84,550 | $1.3M |
| SIR Capital Management, L.P. | 0.12% | Reduce -45.3% | 83,500 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Add +16.4% | 82,905 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 80,059 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +82.8% | 71,776 | $1.1M |
| P Schoenfeld Asset Management LP | 0.84% | No change | 70,005 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +116.4% | 66,599 | $1.0M |
| Arosa Capital Management LP | 0.65% | New | 65,000 | $984K |
| Legal & General Group Plc | 0.00% | Add +42.7% | 64,877 | $982K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Add +4.7% | 61,250 | $927K |
| Advisory Services Network, LLC | 0.01% | New | 60,845 | $921K |
| Kingsbury Capital Investment Advisors LLC | 0.86% | — | 60,184 | $911K |
| Pilgrim Partners Asia Pte Ltd | 0.38% | Add +341.2% | 60,000 | $908K |
| New York State Common Retirement Fund | 0.00% | Add +109.0% | 57,900 | $876K |
| Polymer Capital Management (US) LLC | 0.12% | Reduce -55.5% | 55,078 | $834K |
| Pier 88 Investment Partners LLC | 1.21% | Add +55.0% | 53,800 | $814K |
| Principia Wealth Advisory, LLC | 0.46% | New | 53,329 | $806K |
| Cetera Investment Advisers | 0.00% | Add +76.1% | 52,895 | $801K |
"% of holder's portfolio" is USAR's weight in each manager's 13F, not the share of USA Rare Earth Inc. the manager owns.