USA Rare Earth, Inc. (USAR) Institutional Ownership Changes & 13F Activity
USA Rare Earth, Inc. (USAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Price T Rowe Associates Inc, Alyeska Investment Group, L.P., Citadel Advisors Llc, Marex Group Plc, and Hood River Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of So Dak | Buy | +102 | — | 102 | $2.20K | Q2 2026 | Sep 18, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +12,871 | +13.2% | 110,673 | $2.39M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +507 | +3.6% | 14,595 | $314.96K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +819,483 | +87.6% | 1,754,650 | $37.87M | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Buy | +84,887 | +73.1% | 200,935 | $4.34M | Q2 2026 | Aug 24, 2026 |
| Cantor Fitzgerald, L. P. | Buy | +35,100 | +205.3% | 52,200 | $1.13M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -621 | -5.3% | 11,052 | $238.50K | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +163 | — | 163 | $3.52K | Q2 2026 | Aug 18, 2026 |
| Brasada Capital Management, Lp | Buy | +12,951 | — | 12,951 | $279.48K | Q2 2026 | Aug 17, 2026 |
| Formula Growth Ltd | Buy | +10,000 | +66.7% | 25,000 | $539.50K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -725 | -72.5% | 275 | $5.93K | Q2 2026 | Aug 17, 2026 |
| Price T Rowe Associates Inc | Buy | +5,710,125 | +178.3% | 8,913,480 | $192.35M | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | Sell | -5,280,456 | -31.9% | 11,290,321 | $243.65M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +697,144 | +48.2% | 2,142,369 | $46.23M | Q2 2026 | Aug 14, 2026 |
| Hood River Capital Management Llc | Sell | -554,093 | -13.1% | 3,688,848 | $79.61M | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +518,388 | — | 518,388 | $11.19M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Buy | +511,167 | +1460.9% | 546,156 | $11.79M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +472,417 | — | 472,417 | $10.19M | Q2 2026 | Aug 14, 2026 |
| Jain Global Llc | Sell | -373,084 | -87.0% | 55,681 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Rokos Capital Management Llp | Buy | +345,985 | — | 345,985 | $7.46M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +288,851 | — | 288,851 | $6.25M | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management Lp | Buy | +269,480 | — | 269,480 | $5.82M | Q2 2026 | Aug 14, 2026 |
| Driehaus Capital Management Llc | Buy | +246,557 | +35.4% | 942,294 | $20.33M | Q2 2026 | Aug 14, 2026 |
| Sender Co & Partners, Inc. | Buy | +216,120 | — | 216,120 | $4.66M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -177,496 | -17.6% | 831,650 | $17.95M | Q2 2026 | Aug 14, 2026 |
| Sir Capital Management, L.P. | Buy | +166,914 | +199.9% | 250,414 | $5.40M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +151,846 | +53.0% | 438,308 | $9.46M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +138,760 | +64.1% | 355,314 | $7.67M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +118,737 | — | 118,737 | $2.56M | Q2 2026 | Aug 14, 2026 |
| Credit Agricole S A | Buy | +102,000 | — | 102,000 | $2.20M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about USAR activity
Which institutional owners are buying USAR?
Institutional owners buying USAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in USAR activity?
"Buy" means an investor increased their reported position in USAR compared to the prior reporting period. This reflects growing exposure to USA Rare Earth, Inc. (USAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USAR increasing?
Institutional interest in USAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.