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USAR — USA RARE EARTH INC

Reported value held$1.26B
Funds holding (latest)36
SectorMaterials
Funds holding (Q2 2026)32
Institutional value$1.19B · 63.82M sh
New / Add / Cut / Exit2 / 24 / 5 / 1
Top-5 / Top-10 concentration70.8% / 85.2%
Institutional holdings change Accumulating +35.1% (+16.58M sh)
Institutional value change Up +78.5%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 36 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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