USA Rare Earth, Inc. (USAR) Institutional Shareholders
USA Rare Earth, Inc. (USAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.94B in USAR holdings during the latest filing period.
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 $239.16M, representing an estimated loss of -28.78% 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
374
Total Reported Value
$2.94B
Largest Holder
Blackrock, Inc.
Largest Position
$335.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
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 | $239,164,163 | -$96,630,412 | -28.78% | |
| State Street Corp | 0.01% | 13,522,226 | $291,809,637 | $207,836,614 | -$83,973,023 | -28.78% | |
| Alyeska Investment Group, L.P. | 0.63% | 11,290,321 | $243,645,128 | $173,532,234 | -$70,112,894 | -28.78% | |
| Ubs Group Ag | 0.03% | 8,913,844 | $192,360,754 | $137,005,782 | -$55,354,972 | -28.78% | |
| Price T Rowe Associates Inc | 0.02% | 8,913,480 | $192,354,000 | $137,000,188 | -$55,353,812 | -28.78% | |
| Vanguard Capital Management Llc | 0.00% | 8,240,608 | $177,832,321 | $126,658,145 | -$51,174,176 | -28.78% | |
| Vanguard Portfolio Management Llc | 0.01% | 5,495,447 | $118,591,746 | $84,465,020 | -$34,126,726 | -28.78% | |
| Geode Capital Management, Llc | 0.01% | 4,858,203 | $104,857,436 | $74,670,580 | -$30,186,856 | -28.79% | |
| Bayshore Capital Advisors, Llc | 44.72% | 4,438,785 | $95,788,980 | $68,224,125 | -$27,564,855 | -28.78% | |
| Renaissance Technologies LLC | Jim Simons | 0.12% | 3,951,100 | $85,264,738 | $60,728,407 | -$24,536,331 | -28.78% |
| Hood River Capital Management Llc | 0.58% | 3,688,848 | $79,605,340 | $56,697,594 | -$22,907,746 | -28.78% | |
| Marex Group Plc | 0.39% | 2,142,369 | $46,232,323 | $32,928,212 | -$13,304,111 | -28.78% | |
| Reaves W H & Co Inc | 0.65% | 2,000,000 | $43,160,000 | $30,740,000 | -$12,420,000 | -28.78% | |
| Jpmorgan Chase & Co | 0.00% | 1,983,632 | $41,909,429 | $30,488,424 | -$11,421,005 | -27.25% | |
| Citadel Advisors Llc | 0.02% | 1,754,650 | $37,865,347 | $26,968,971 | -$10,896,377 | -28.78% | |
| Northern Trust Corp | 0.00% | 1,589,753 | $34,306,870 | $24,434,504 | -$9,872,366 | -28.78% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,518,322 | $32,765,389 | $23,336,609 | -$9,428,780 | -28.78% | |
| Bank Of America Corp | 0.00% | 1,518,145 | $32,761,569 | $23,333,889 | -$9,427,680 | -28.78% | |
| Capital World Investors | 0.00% | 1,500,240 | $32,375,179 | $23,058,689 | -$9,316,490 | -28.78% | |
| Morgan Stanley | 0.00% | 1,289,496 | $27,827,323 | $19,819,554 | -$8,007,769 | -28.78% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,288,343 | $27,802,442 | $19,801,832 | -$8,000,610 | -28.78% | |
| Altfest L J & Co Inc | 2.64% | 1,260,525 | $27,202,130 | $19,374,269 | -$7,827,861 | -28.78% | |
| Citigroup Inc | 0.01% | 1,241,161 | $26,784,254 | $19,076,645 | -$7,707,609 | -28.78% | |
| Zimmer Partners, Lp | 0.58% | 1,132,220 | $24,433,308 | $17,402,221 | -$7,031,087 | -28.78% | |
| Alliancebernstein L.P. | 0.01% | 1,360,770 | $20,595,254 | $20,915,035 | +$319,781 | +1.55% | |
| Artisan Partners Limited Partnership | 0.03% | 953,723 | $20,581,342 | $14,658,723 | -$5,922,619 | -28.78% | |
| Driehaus Capital Management Llc | 0.12% | 942,294 | $20,334,705 | $14,483,059 | -$5,851,646 | -28.78% | |
| Fmr Llc | 0.00% | 941,643 | $20,320,650 | $14,473,053 | -$5,847,597 | -28.78% | |
| Korea Investment Corp | 0.03% | 839,126 | $18,108,339 | $12,897,367 | -$5,210,972 | -28.78% | |
| Goldman Sachs Group Inc | 0.00% | 831,650 | $17,947,007 | $12,782,461 | -$5,164,547 | -28.78% | |
| Lmr Partners Llp | 0.12% | 753,676 | $16,264,328 | $11,584,000 | -$4,680,328 | -28.78% | |
| Yaupon Capital Management Lp | 0.50% | 700,000 | $15,106,000 | $10,759,000 | -$4,347,000 | -28.78% | |
| Bank Of New York Mellon Corp | 0.00% | 626,036 | $13,509,855 | $9,622,173 | -$3,887,682 | -28.78% | |
| Nomura Asset Management Co Ltd | 0.03% | 616,767 | $13,309,832 | $9,479,709 | -$3,830,123 | -28.78% | |
| Nuveen, Llc | 0.00% | 610,832 | $13,181,755 | $9,388,488 | -$3,793,267 | -28.78% | |
| Lpl Financial Llc | 0.00% | 579,111 | $12,497,215 | $8,900,936 | -$3,596,279 | -28.78% | |
| Squarepoint Ops Llc | 0.02% | 546,156 | $11,786,046 | $8,394,418 | -$3,391,628 | -28.78% | |
| T. Rowe Price Investment Management, Inc. | 0.01% | 518,388 | $11,187,000 | $7,967,624 | -$3,219,376 | -28.78% | |
| Ghisallo Capital Management Llc | 0.21% | 500,000 | $10,790,000 | $7,685,000 | -$3,105,000 | -28.78% | |
| Trustees Of The University Of Pennsylvania | 10.21% | 493,094 | $10,640,969 | $7,578,855 | -$3,062,114 | -28.78% | |
| Invesco Ltd. | 0.00% | 472,417 | $10,194,759 | $7,261,049 | -$2,933,710 | -28.78% | |
| Unicom Systems, Inc. | 0.65% | 459,374 | $9,913,291 | $7,060,578 | -$2,852,713 | -28.78% | |
| Wells Fargo & Company/Mn | 0.00% | 438,308 | $9,458,687 | $6,736,794 | -$2,721,893 | -28.78% | |
| Millennium Management Llc | 0.01% | 417,669 | $9,013,297 | $6,419,573 | -$2,593,724 | -28.78% | |
| Hohimer Wealth Management, Llc | 0.89% | 398,900 | $8,608,262 | $6,131,093 | -$2,477,169 | -28.78% | |
| New York State Common Retirement Fund | 0.01% | 357,854 | $7,722,489 | $5,500,216 | -$2,222,273 | -28.78% | |
| Susquehanna International Group, Llp | 0.01% | 355,314 | $7,667,676 | $5,461,176 | -$2,206,500 | -28.78% | |
| Swiss National Bank | 0.00% | 349,900 | $7,550,842 | $5,377,963 | -$2,172,879 | -28.78% | |
| Clear Street Group Inc. | 0.02% | 345,975 | $7,466,141 | $5,317,636 | -$2,148,505 | -28.78% | |
| Rokos Capital Management Llp | 0.09% | 345,985 | $7,464,626 | $5,317,789 | -$2,146,837 | -28.76% |
Frequently asked questions about USAR
Who owns the most USAR stock?
The largest holders of USAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for USA Rare Earth, Inc. (USAR).
Is USAR widely held by superinvestors?
Many widely followed stocks like USAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.