USA Rare Earth (USAR) Held by Superinvestors
USA Rare Earth, Inc. (USAR) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $85.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of USAR tracked by InsiderSet, reporting ownership valued at approximately $85.26M 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 $36.86M, representing an estimated loss of -56.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed USAR value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, Sequoia Financial Advisors, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | Jim Simons | 0.12% | 3,951,100 | $85,264,738 | $36,863,763 | -$48,400,975 | -56.77% |
| Sequoia Financial Advisors | 0.00% | 24,346 | $525,387 | $227,148 | -$298,239 | -56.77% |
Frequently asked questions about USAR
Who are the largest superinvestors holding USAR?
The largest superinvestors holding USAR in the latest SEC Form 13F filings include Renaissance Technologies LLC and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported USAR position.
What does the USAR superinvestors page include?
This page tracks USAR positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. USA Rare Earth, Inc. (USAR) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold USAR?
InsiderSet currently tracks 2 superinvestors reporting USAR holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own USAR.
How much USAR stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $85.79M in USAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were USAR superinvestor holdings last updated?
The latest USAR superinvestor holdings on InsiderSet are 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 holdings.
Are superinvestor USAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its USAR position after the reporting date.
Are superinvestors buying or selling USAR?
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 have superinvestor USAR holdings changed over time?
InsiderSet tracks USAR holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.