USAR Institutional Ownership & Shareholders
USA Rare Earth, Inc. (USAR) is currently held by 378 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of USAR tracked by InsiderSet, reporting ownership valued at approximately $335.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $137.79M, representing an estimated loss of -58.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed USAR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., State Street Corp, Alyeska Investment Group, L.P., and several other long-term asset managers with concentrated positions in USA Rare Earth, Inc. (USAR).
This page ranks the largest institutional USAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
378
Total Reported Value
$2.88B
Largest Holder
Blackrock, Inc.
Largest Position
$335.79M
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 15,560,453 | $335,794,575 | $137,787,811 | -$198,006,764 | -58.97% | |
| State Street Corp | 0.01% | 13,522,226 | $291,809,637 | $119,739,311 | -$172,070,326 | -58.97% | |
| Alyeska Investment Group, L.P. | 0.63% | 11,290,321 | $243,645,128 | $99,975,792 | -$143,669,336 | -58.97% | |
| Ubs Group Ag | 0.03% | 8,913,844 | $192,360,754 | $78,932,089 | -$113,428,665 | -58.97% | |
| Price T Rowe Associates Inc | 0.02% | 8,913,480 | $192,354,000 | $78,928,865 | -$113,425,135 | -58.97% | |
| Vanguard Capital Management Llc | 0.00% | 8,240,608 | $177,832,321 | $72,970,584 | -$104,861,737 | -58.97% | |
| Vanguard Portfolio Management Llc | 0.01% | 5,495,447 | $118,591,746 | $48,662,183 | -$69,929,563 | -58.97% | |
| Geode Capital Management, Llc | 0.01% | 4,858,203 | $104,857,436 | $43,019,388 | -$61,838,048 | -58.97% | |
| Renaissance Technologies LLC | Jim Simons | 0.12% | 3,951,100 | $85,264,738 | $34,986,991 | -$50,277,748 | -58.97% |
| Hood River Capital Management Llc | 0.58% | 3,688,848 | $79,605,340 | $32,664,749 | -$46,940,591 | -58.97% | |
| Bayshore Capital Advisors, Llc | 32.14% | 4,423,028 | $62,276,234 | $39,165,913 | -$23,110,321 | -37.11% | |
| Marex Group Plc | 0.39% | 2,142,369 | $46,232,323 | $18,970,677 | -$27,261,646 | -58.97% | |
| Reaves W H & Co Inc | 0.65% | 2,000,000 | $43,160,000 | $17,710,000 | -$25,450,000 | -58.97% | |
| Jpmorgan Chase & Co | 0.00% | 1,983,632 | $41,909,429 | $17,565,061 | -$24,344,368 | -58.09% | |
| Citadel Advisors Llc | 0.02% | 1,754,650 | $37,865,347 | $15,537,426 | -$22,327,921 | -58.97% | |
| Northern Trust Corp | 0.00% | 1,589,753 | $34,306,870 | $14,077,263 | -$20,229,607 | -58.97% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,518,322 | $32,765,389 | $13,444,741 | -$19,320,648 | -58.97% | |
| Bank Of America Corp | 0.00% | 1,518,145 | $32,761,569 | $13,443,174 | -$19,318,395 | -58.97% | |
| Capital World Investors | 0.00% | 1,500,240 | $32,375,179 | $13,284,625 | -$19,090,554 | -58.97% | |
| Morgan Stanley | 0.00% | 1,289,496 | $27,827,323 | $11,418,487 | -$16,408,836 | -58.97% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,288,343 | $27,802,442 | $11,408,277 | -$16,394,165 | -58.97% | |
| Citigroup Inc | 0.01% | 1,241,161 | $26,784,254 | $10,990,481 | -$15,793,773 | -58.97% | |
| Zimmer Partners, Lp | 0.58% | 1,132,220 | $24,433,308 | $10,025,808 | -$14,407,500 | -58.97% | |
| Alliancebernstein L.P. | 0.01% | 1,360,770 | $20,595,254 | $12,049,618 | -$8,545,636 | -41.49% | |
| Artisan Partners Limited Partnership | 0.03% | 953,723 | $20,581,342 | $8,445,217 | -$12,136,125 | -58.97% | |
| Driehaus Capital Management Llc | 0.12% | 942,294 | $20,334,705 | $8,344,013 | -$11,990,692 | -58.97% | |
| Fmr Llc | 0.00% | 941,643 | $20,320,650 | $8,338,249 | -$11,982,401 | -58.97% | |
| Korea Investment Corp | 0.03% | 839,126 | $18,108,339 | $7,430,461 | -$10,677,878 | -58.97% | |
| Goldman Sachs Group Inc | 0.00% | 831,650 | $17,947,007 | $7,364,261 | -$10,582,746 | -58.97% | |
| Altfest L J & Co Inc | 1.76% | 1,260,525 | $17,748,192 | $11,161,949 | -$6,586,243 | -37.11% | |
| Lmr Partners Llp | 0.12% | 753,676 | $16,264,328 | $6,673,801 | -$9,590,527 | -58.97% | |
| Yaupon Capital Management Lp | 0.50% | 700,000 | $15,106,000 | $6,198,500 | -$8,907,500 | -58.97% | |
| Bank Of New York Mellon Corp | 0.00% | 626,036 | $13,509,855 | $5,543,549 | -$7,966,306 | -58.97% | |
| Nomura Asset Management Co Ltd | 0.03% | 616,767 | $13,309,832 | $5,461,472 | -$7,848,360 | -58.97% | |
| Nuveen, Llc | 0.00% | 610,832 | $13,181,755 | $5,408,917 | -$7,772,838 | -58.97% | |
| Lpl Financial Llc | 0.00% | 579,111 | $12,497,215 | $5,128,028 | -$7,369,187 | -58.97% | |
| Squarepoint Ops Llc | 0.02% | 546,156 | $11,786,046 | $4,836,211 | -$6,949,835 | -58.97% | |
| T. Rowe Price Investment Management, Inc. | 0.01% | 518,388 | $11,187,000 | $4,590,326 | -$6,596,674 | -58.97% | |
| Ghisallo Capital Management Llc | 0.21% | 500,000 | $10,790,000 | $4,427,500 | -$6,362,500 | -58.97% | |
| Trustees Of The University Of Pennsylvania | 10.21% | 493,094 | $10,640,969 | $4,366,347 | -$6,274,622 | -58.97% | |
| Invesco Ltd. | 0.00% | 472,417 | $10,194,759 | $4,183,253 | -$6,011,506 | -58.97% | |
| Wells Fargo & Company/Mn | 0.00% | 438,308 | $9,458,687 | $3,881,217 | -$5,577,470 | -58.97% | |
| Millennium Management Llc | 0.01% | 417,669 | $9,013,297 | $3,698,459 | -$5,314,838 | -58.97% | |
| New York State Common Retirement Fund | 0.01% | 357,854 | $7,722,489 | $3,168,797 | -$4,553,692 | -58.97% | |
| Susquehanna International Group, Llp | 0.01% | 355,314 | $7,667,676 | $3,146,305 | -$4,521,371 | -58.97% | |
| Swiss National Bank | 0.00% | 349,900 | $7,550,842 | $3,098,365 | -$4,452,478 | -58.97% | |
| Clear Street Group Inc. | 0.02% | 345,975 | $7,466,141 | $3,063,609 | -$4,402,532 | -58.97% | |
| Rokos Capital Management Llp | 0.09% | 345,985 | $7,464,626 | $3,063,697 | -$4,400,929 | -58.96% | |
| American Century Companies Inc | 0.00% | 326,397 | $7,043,647 | $2,890,245 | -$4,153,402 | -58.97% | |
| Alps Advisors Inc | 0.03% | 481,333 | $6,777,169 | $4,262,204 | -$2,514,965 | -37.11% |
Frequently asked questions about USAR
Who are the largest institutional holders of USAR?
The largest institutional holders of USAR reported in the latest SEC Form 13F filings include Blackrock, Inc., State Street Corp, Alyeska Investment Group, L.P., Ubs Group Ag, and Price T Rowe Associates Inc. InsiderSet ranks institutional holders by their latest reported USAR position.
What is USAR institutional ownership?
This page tracks USAR positions reported by institutional investment managers through SEC Form 13F. USA Rare Earth, Inc. (USAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USAR?
InsiderSet currently tracks 378 institutional managers reporting USAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USAR shareholders.
How much USAR stock do institutions own?
Institutional investment managers disclosed approximately $2.88B in USAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USAR institutional ownership last updated?
The latest USAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USAR position after the reporting date.
Are institutions buying or selling USAR?
Institutional buying and selling can be analyzed by comparing USAR positions across consecutive 13F reporting periods. InsiderSet's USAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USAR ownership changes.
How has USAR institutional ownership changed over time?
InsiderSet tracks USAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.