USAR — USA RARE EARTH INC
As of Q2 2026, 32 SEC-registered investment managers reported holding USAR (USA RARE EARTH INC) in their latest 13F filings, with a combined reported value of $1.19B across 63.82M shares. That is +35.1% by share count (+16.58M shares) versus the previous quarter, while reported value moved +78.5%. Ownership is concentrated: the five largest holders account for 70.8% of reported value and the top ten for 85.2%.
Compared with the prior quarter, 2 opened new positions, 24 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
USAR is classified in the Materials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 15.56M | $335.79M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 8.91M | $192.36M | 0.03% | Add |
| Citadel Advisors history | Q2 2026 | 5.61M | $121.00M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 4.86M | $104.86M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 3.95M | $85.26M | 0.12% | Add |
| Vanguard Group history | Q4 2025 | 6.04M | $71.83M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 1.79M | $38.63M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.59M | $34.31M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.52M | $32.77M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 1.52M | $32.76M | 0.00% | Add |
| Capital World Investors history | Q2 2026 | 1.50M | $32.38M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 1.29M | $27.83M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 1.05M | $22.57M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 941.64K | $20.32M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 881.65K | $19.03M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 844.90K | $18.23M | 0.02% | Reduce |
| BNY Mellon history | Q2 2026 | 626.04K | $13.51M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 473.31K | $10.21M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 472.42K | $10.19M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 467.07K | $10.08M | 0.00% | Hold |
New Positions (Q2 2026)
- Franklin Resources 50.55K sh · $1.09M
- JPMorgan Chase & Co 48.50K sh · $1.02M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 34.46K sh · $521.49K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| BlackRock Inc | — | 887.16K | 1.05M | 6.39M | 14.09M | 15.56M |
| UBS Group AG | 83.66K | 79.02K | 1.16M | 1.28M | 3.88M | 8.91M |
| Citadel Advisors | — | 156.64K | 3.39M | 3.38M | 5.52M | 5.61M |
| Geode Capital Management | 25.75K | 653.29K | 693.11K | 2.17M | 4.32M | 4.86M |
| Renaissance Technologies | — | — | 951.40K | 1.11M | 955.38K | 3.95M |
| Citigroup Inc | — | 8.56K | 5.53K | 1.70M | 1.89M | 1.79M |
| Northern Trust Corp | — | 105.74K | 120.60K | 654.38K | 1.37M | 1.59M |
| Charles Schwab Investment Management | — | 316.45K | 347.37K | 787.97K | 1.45M | 1.52M |
| Bank of America Corp | 42.91K | 242.73K | 347.09K | 1.60M | 1.42M | 1.52M |
| Capital World Investors | — | — | — | — | 1.45M | 1.50M |
| Morgan Stanley | 6.80K | 62.83K | 383.79K | 1.25M | 1.22M | 1.29M |
| D. E. Shaw & Co | — | — | — | 205.44K | 612.20K | 1.05M |
| Fidelity Management & Research (FMR) | — | — | 25 | 4.79K | 919.03K | 941.64K |
| Goldman Sachs Group | — | — | 31.63K | 913.21K | 1.13M | 881.65K |
| Point72 Asset Management | — | — | — | 198.30K | 994.61K | 844.90K |
| BNY Mellon | — | — | 12.51K | 268.69K | 518.67K | 626.04K |
| Wells Fargo & Co | 200 | 6.42K | 34.20K | 236.29K | 286.46K | 473.31K |
| Invesco Ltd | — | — | 53.99K | 67.59K | 658.21K | 472.42K |
| Millennium Management | — | — | 463.39K | 62.08K | 466.05K | 467.07K |
| Deutsche Bank AG | — | — | — | 64.72K | 152.94K | 241.70K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details