USA Rare Earth, Inc. (USAR) — Institutional Holders, Q2 2026
397 institutional investment managers reported a USAR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
USAR in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- PRICE T ROWE ASSOCIATESAdded · +5,710,125 sh+$123.2M
- UBS Group AGAdded · +5,030,029 sh+$108.5M
- VANGUARD PORTFOLIO MANAGEMENTAdded · +4,087,930 sh+$88.2M
- RENAISSANCE TECHNOLOGIESAdded · +2,995,722 sh+$64.6M
- JPMORGAN CHASEAdded · +1,744,534 sh+$37.6M
Biggest sellers
- Alyeska Investment Group, L.P.Trimmed · -5,280,456 sh-$114.0M
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIATrimmed · -4,361,876 sh-$94.1M
- Bayshore Capital AdvisorsTrimmed · -4,304,431 sh-$92.9M
- Newtyn ManagementSold out · -2,339,613 sh-$50.5M
- ADAGE CAPITAL PARTNERS GP, L.L.C.Sold out · -1,160,000 sh-$25.0M
USAR 13F holders ranked 1–100 of 397
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 15,560,453 sh | 15,560,453 | $335.8M | <0.01% | +10.5% |
| 2 | STATE STREET#2 · 13,522,226 sh | 13,522,226 | $291.8M | <0.01% | +12.1% |
| 3 | Alyeska Investment Group, L.P.#3 · 11,290,321 sh | 11,290,321 | $243.6M | 0.63% | -31.9% |
| 4 | UBS Group AG#4 · 8,913,844 sh | 8,913,844 | $192.4M | 0.02% | +129.5% |
| 5 | PRICE T ROWE ASSOCIATES#5 · 8,913,480 sh | 8,913,480 | $192.4M | 0.02% | +178.3% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 8,240,608 sh | 8,240,608 | $177.8M | <0.01% | -1.5% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT#7 · 5,495,447 sh | 5,495,447 | $118.6M | <0.01% | +290.4% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 4,858,203 sh | 4,858,203 | $104.9M | <0.01% | +12.5% |
| 9 | Bayshore Capital Advisors#9 · 4,438,785 sh | 4,438,785 | $95.8M | 44.72% | -49.2% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 3,951,100 sh | 3,951,100 | $85.3M | 0.12% | +313.6% |
| 11 | Hood River Capital Management#11 · 3,688,848 sh | 3,688,848 | $79.6M | 0.58% | -13.1% |
| 12 | Marex Group plc#12 · 2,142,369 sh | 2,142,369 | $46.2M | 0.20% | +48.2% |
| 13 | REAVES W H#13 · 2,000,000 sh | 2,000,000 | $43.2M | 0.65% | -13.8% |
| 14 | JPMORGAN CHASE#14 · 1,983,632 sh | 1,983,632 | $41.9M | <0.01% | +729.6% |
| 15 | CITADEL ADVISORS#15 · 1,754,650 sh | 1,754,650 | $37.9M | <0.01% | +87.6% |
| 16 | NORTHERN#16 · 1,589,753 sh | 1,589,753 | $34.3M | <0.01% | +16.3% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 1,518,322 sh | 1,518,322 | $32.8M | <0.01% | +4.7% |
| 18 | BANK OF AMERICA#18 · 1,518,145 sh | 1,518,145 | $32.8M | <0.01% | +6.7% |
| 19 | Capital World Investors#19 · 1,500,240 sh | 1,500,240 | $32.4M | <0.01% | +3.6% |
| 20 | MORGAN STANLEY#20 · 1,289,496 sh | 1,289,496 | $27.8M | <0.01% | +5.3% |
| 21 | VANGUARD FIDUCIARY#21 · 1,288,343 sh | 1,288,343 | $27.8M | <0.01% | +9.2% |
| 22 | ALTFEST L J#22 · 1,260,525 sh | 1,260,525 | $27.2M | 2.64% | +7.8% |
| 23 | CITIGROUP#23 · 1,241,161 sh | 1,241,161 | $26.8M | <0.01% | -21.2% |
| 24 | Zimmer Partners#24 · 1,132,220 sh | 1,132,220 | $24.4M | 0.56% | -1.7% |
| 25 | ALLIANCEBERNSTEIN L.P.#25 · 1,360,770 sh | 1,360,770 | $20.6M | <0.01% | -4.3% |
| 26 | Artisan Partners Limited Partnership#26 · 953,723 sh | 953,723 | $20.6M | 0.03% | New |
| 27 | DRIEHAUS CAPITAL MANAGEMENT#27 · 942,294 sh | 942,294 | $20.3M | 0.12% | +35.4% |
| 28 | FMR#28 · 941,643 sh | 941,643 | $20.3M | <0.01% | +2.5% |
| 29 | Korea Investment#29 · 839,126 sh | 839,126 | $18.1M | 0.03% | +84.5% |
| 30 | GOLDMAN SACHS GROUP#30 · 831,650 sh | 831,650 | $17.9M | <0.01% | -17.6% |
| 31 | LMR Partners LLP#31 · 753,676 sh | 753,676 | $16.3M | 0.06% | 0.0% |
| 32 | Yaupon Capital Management#32 · 700,000 sh | 700,000 | $15.1M | 0.30% | 0.0% |
| 33 | Bank of New York Mellon#33 · 626,036 sh | 626,036 | $13.5M | <0.01% | +20.7% |
| 34 | NOMURA ASSET MANAGEMENT LTD#34 · 616,767 sh | 616,767 | $13.3M | 0.03% | New |
| 35 | Nuveen#35 · 610,832 sh | 610,832 | $13.2M | <0.01% | +21.7% |
| 36 | LPL Financial#36 · 579,111 sh | 579,111 | $12.5M | <0.01% | +81.9% |
| 37 | Squarepoint Ops#37 · 546,156 sh | 546,156 | $11.8M | 0.01% | +1460.9% |
| 38 | T. Rowe Price Investment Management#38 · 518,388 sh | 518,388 | $11.2M | <0.01% | New |
| 39 | Ghisallo Capital Management#39 · 500,000 sh | 500,000 | $10.8M | 0.21% | 0.0% |
| 40 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA#40 · 493,094 sh | 493,094 | $10.6M | 10.21% | -89.8% |
| 41 | Invesco Ltd.#41 · 472,417 sh | 472,417 | $10.2M | <0.01% | -28.2% |
| 42 | UNICOM Systems#42 · 459,374 sh | 459,374 | $9.9M | — | 0.0% |
| 43 | WELLS FARGO & COMPANY#43 · 438,308 sh | 438,308 | $9.5M | <0.01% | +53.0% |
| 44 | MILLENNIUM MANAGEMENT#44 · 417,669 sh | 417,669 | $9.0M | <0.01% | -10.4% |
| 45 | HOHIMER WEALTH MANAGEMENT#45 · 398,900 sh | 398,900 | $8.6M | 0.86% | +2.4% |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND#46 · 357,854 sh | 357,854 | $7.7M | <0.01% | +518.1% |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#47 · 355,314 sh | 355,314 | $7.7M | <0.01% | +64.1% |
| 48 | Swiss National Bank#48 · 349,900 sh | 349,900 | $7.6M | <0.01% | +132.5% |
| 49 | Clear Street Group#49 · 345,975 sh | 345,975 | $7.5M | 0.02% | +15.3% |
| 50 | Rokos Capital Management LLP#50 · 345,985 sh | 345,985 | $7.5M | 0.03% | New |
| 51 | AMERICAN CENTURY COMPANIES#51 · 326,397 sh | 326,397 | $7.0M | <0.01% | New |
| 52 | Arete Wealth Advisors#52 · 295,261 sh | 295,261 | $6.4M | 0.21% | New |
| 53 | AMERIPRISE FINANCIAL#53 · 288,851 sh | 288,851 | $6.3M | <0.01% | +1.1% |
| 54 | Weiss Asset Management#54 · 269,480 sh | 269,480 | $5.8M | 0.06% | -76.2% |
| 55 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#55 · 258,383 sh | 258,383 | $5.6M | <0.01% | +103.2% |
| 56 | SIR Capital Management, L.P.#56 · 250,414 sh | 250,414 | $5.4M | 0.62% | +199.9% |
| 57 | Sound Capital Solutions#57 · 250,000 sh | 250,000 | $5.4M | 1.26% | — |
| 58 | Texas Yale Capital#58 · 245,350 sh | 245,350 | $5.3M | 0.12% | +0.6% |
| 59 | RHUMBLINE ADVISERS#59 · 243,567 sh | 243,567 | $5.3M | <0.01% | +15.2% |
| 60 | DEUTSCHE BANK AG\#60 · 241,698 sh | 241,698 | $5.2M | <0.01% | +58.0% |
| 61 | ALPS ADVISORS#61 · 233,067 sh | 233,067 | $5.0M | 0.02% | New |
| 62 | Sovran Advisors#62 · 339,133 sh | 339,133 | $4.8M | 0.36% | -25.8% |
| 63 | Himension Fund#63 · 216,562 sh | 216,562 | $4.7M | 0.29% | +58.6% |
| 64 | Sender & Partners#64 · 216,120 sh | 216,120 | $4.7M | 1.35% | New |
| 65 | D. E. Shaw#65 · 200,694 sh | 200,694 | $4.3M | <0.01% | +78.9% |
| 66 | RAYMOND JAMES FINANCIAL#66 · 192,461 sh | 192,461 | $4.2M | <0.01% | +84.1% |
| 67 | SEI INVESTMENTS#67 · 191,978 sh | 191,978 | $4.1M | <0.01% | -30.6% |
| 68 | SIMPLEX TRADING#68 · 187,412 sh | 187,412 | $4.0M | <0.01% | +2179.4% |
| 69 | Bridgewater Associates#69 · 186,950 sh | 186,950 | $4.0M | 0.02% | +7.2% |
| 70 | IMC-Chicago#70 · 184,431 sh | 184,431 | $4.0M | <0.01% | New |
| 71 | GROUP ONE TRADING, L.P.#71 · 183,635 sh | 183,635 | $4.0M | <0.01% | +23.7% |
| 72 | PFG Investments#72 · 171,047 sh | 171,047 | $3.7M | 0.14% | +71.3% |
| 73 | JENNISON ASSOCIATES#73 · 162,787 sh | 162,787 | $3.5M | <0.01% | +0.5% |
| 74 | NLB Skladi, upravljanje premozenja, d.o.o.#74 · 162,223 sh | 162,223 | $3.5M | — | +338.4% |
| 75 | Jupiter Topco#75 · 162,134 sh | 162,134 | $3.5M | <0.01% | — |
| 76 | Verition Fund Management#76 · 158,410 sh | 158,410 | $3.4M | <0.01% | +56.7% |
| 77 | ArrowMark Colorado#77 · 157,634 sh | 157,634 | $3.4M | 0.14% | New |
| 78 | Legal & General Group Plc#78 · 146,306 sh | 146,306 | $3.2M | <0.01% | +125.5% |
| 79 | BLAIR WILLIAM#79 · 137,363 sh | 137,363 | $3.0M | <0.01% | +7.0% |
| 80 | Longaeva Partners L.P.#80 · 124,687 sh | 124,687 | $2.7M | 0.06% | 0.0% |
| 81 | VANGUARD ASSET MANAGEMENT, Ltd#81 · 122,041 sh | 122,041 | $2.6M | <0.01% | +147.3% |
| 82 | Man Group plc#82 · 118,737 sh | 118,737 | $2.6M | <0.01% | New |
| 83 | Cambridge Investment Research Advisors#83 · 115,222 sh | 115,222 | $2.5M | <0.01% | +22.5% |
| 84 | MetLife Investment Management#84 · 113,370 sh | 113,370 | $2.4M | 0.01% | +12.7% |
| 85 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#85 · 110,673 sh | 110,673 | $2.4M | <0.01% | +13.2% |
| 86 | MML INVESTORS SERVICES#86 · 104,823 sh | 104,823 | $2.3M | <0.01% | -11.2% |
| 87 | CREDIT AGRICOLE S A#87 · 102,000 sh | 102,000 | $2.2M | <0.01% | New |
| 88 | JONES FINANCIAL COMPANIES LLLP#88 · 105,836 sh | 105,836 | $2.2M | <0.01% | +58.9% |
| 89 | Acasta Partners UK LLP#89 · 97,900 sh | 97,900 | $2.1M | — | New |
| 90 | ROYAL BANK OF CANADA#90 · 93,575 sh | 93,575 | $2.0M | <0.01% | -4.9% |
| 91 | MFG WEALTH MANAGEMENT#91 · 92,393 sh | 92,393 | $2.0M | — | -3.3% |
| 92 | VOYA INVESTMENT MANAGEMENT#92 · 91,265 sh | 91,265 | $2.0M | <0.01% | +190.1% |
| 93 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#93 · 96,793 sh | 96,793 | $1.9M | 0.12% | +16.8% |
| 94 | MIRAE ASSET GLOBAL ETFS Ltd.#94 · 89,089 sh | 89,089 | $1.9M | <0.01% | +3.0% |
| 95 | Main Management ETF Advisors#95 · 86,178 sh | 86,178 | $1.9M | 0.06% | New |
| 96 | Cetera Investment Advisers#96 · 85,137 sh | 85,137 | $1.8M | <0.01% | +61.0% |
| 97 | OSAIC#97 · 82,538 sh | 82,538 | $1.8M | <0.01% | +15.0% |
| 98 | Creative Planning#98 · 81,706 sh | 81,706 | $1.8M | <0.01% | +78.3% |
| 99 | one8zero8#99 · 81,400 sh | 81,400 | $1.8M | 0.35% | +288.5% |
| 100 | Virtu Financial#100 · 80,814 sh | 80,814 | $1.7M | 0.05% | New |
Funds that sold out of USAR in Q2 2026 (44)
Held USAR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Newtyn Management2,339,613 sh | 2,339,613 | $35.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C.1,160,000 sh | 1,160,000 | $17.6M |
| Encompass Capital Advisors465,000 sh | 465,000 | $6.2M |
| SEVEN GRAND MANAGERS262,500 sh | 262,500 | $4.0M |
| TORONTO DOMINION BANK250,649 sh | 250,649 | $3.8M |
| Point72 Asset Management, L.P.220,706 sh | 220,706 | $3.3M |
| XTX Topco Ltd89,648 sh | 89,648 | $1.4M |
| TUDOR INVESTMENT ET AL84,550 sh | 84,550 | $1.3M |
| Arosa Capital Management65,000 sh | 65,000 | $983.8K |
| Polymer Capital Management (US)55,078 sh | 55,078 | $833.6K |
| Stonehage Fleming Financial Services Ltd49,120 sh | 49,120 | $743.4K |
| HSBC PLC48,798 sh | 48,798 | $733.9K |
| Walleye Trading46,519 sh | 46,519 | $704.1K |
| PEAK642,191 sh | 42,191 | $638.6K |
| LJI Wealth Management39,844 sh | 39,844 | $603.0K |
| Alpine Global Management35,000 sh | 35,000 | $529.7K |
| SummitTX Capital, L.P.31,917 sh | 31,917 | $483.1K |
| AXQ CAPITAL24,962 sh | 24,962 | $377.8K |
| PRELUDE CAPITAL MANAGEMENT17,265 sh | 17,265 | $261.3K |
| INDEPENDENT FINANCIAL GROUP15,934 sh | 15,934 | $241.2K |
| DIVERSIFY WEALTH MANAGEMENT10,548 sh | 10,548 | $232.4K |
| Second Line Capital8,924 sh | 8,924 | $231.8K |
| TWO SIGMA SECURITIES15,262 sh | 15,262 | $231.0K |
| PCM Encore13,754 sh | 13,754 | $208.2K |
| Orion Porfolio Solutions13,619 sh | 13,619 | $206.1K |
| Graham Capital Management, L.P.11,704 sh | 11,704 | $177.1K |
| WINTON GROUP Ltd11,507 sh | 11,507 | $174.2K |
| SteelPeak Wealth11,150 sh | 11,150 | $168.8K |
| ARMISTICE CAPITAL10,322 sh | 10,322 | $156.2K |
| Walleye Capital7,359 sh | 7,359 | $111.4K |
| QUADRANT CAPITAL GROUP254 sh | 254 | $50.9K |
| State of Wyoming2,509 sh | 2,509 | $38.0K |
| Golden State Equity Partners1,815 sh | 1,815 | $27.5K |
| Innovative Asset Advisors Group1,550 sh | 1,550 | $23.5K |
| LEUCADIA NATIONAL1,500 sh | 1,500 | $22.7K |
| Fourth Dimension Wealth950 sh | 950 | $14.4K |
| MMCAP International SPC687 sh | 687 | $10.4K |
| Western Wealth Management670 sh | 670 | $10.1K |
| CLEAR INVESTMENT RESEARCH338 sh | 338 | $5.1K |
| Quest 10 Wealth Builders135 sh | 135 | $2.0K |
| Scarborough Advisors100 sh | 100 | $1.5K |
| ADIRONDACK50 sh | 50 | $756.00 |
| Root Financial Partners11 sh | 11 | $166.00 |
| Sunrise Financial Services4 sh | 4 | $61.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.