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USA Rare Earth Inc (USAR) institutional ownership

Latest close $14.15 Jul 24, 2026
Market cap$1.7B 52-week range SectorBasic Materials
Funds holding · Q1 2026
309
reported USAR position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $1.1B
232 buyers · 77 sellers

USA Rare Earth Inc (USAR) price and institutional activity

Dates

Q1 2026

$1.3B bought by 232 investors
Alyeska Investment Group, L.P.$170MBlackRock$149M +230 more
$135M sold by 77 investors
Jump Financial, LLC-$24MSusquehanna International Group, LLP-$23M +75 more
Bought Sold Totals per quarter; hover a bar for the names.

USA Rare Earth Inc (USAR) institutional activity · 309

Investor Type Est. change Change Δ Own Date
Alyeska Investment Group, L.P. · Added +$170M
Change +8.8M Date Q1 2026
Alyeska Investment Group, L.P. Added· Q1 2026 +$170M +8.8M Q1 2026
BlackRock · Added +$149M
Change +7.7M Date Q1 2026
BlackRock Added· Q1 2026 +$149M +7.7M Q1 2026
State Street · Added +$136M
Change +7.0M Date Q1 2026
State Street Added· Q1 2026 +$136M +7.0M Q1 2026
Vanguard · Added +$98M
Change +5.1M Date Q1 2026
Vanguard Added· Q1 2026 +$98M +5.1M Q1 2026
Hood River Capital Management LLC · New +$82M
Change +4.2M Date Q1 2026
Hood River Capital Management LLC New· Q1 2026 +$82M +4.2M Q1 2026
T. Rowe Price Associates · Added +$61M
Change +3.1M Date Q1 2026
T. Rowe Price Associates Added· Q1 2026 +$61M +3.1M Q1 2026
UBS Group AG · Added +$51M
Change +2.6M Date Q1 2026
UBS Group AG Added· Q1 2026 +$51M +2.6M Q1 2026
Newtyn Management, LLC · New +$45M
Change +2.3M Date Q1 2026
Newtyn Management, LLC New· Q1 2026 +$45M +2.3M Q1 2026
Reaves W H & Co Inc · New +$45M
Change +2.3M Date Q1 2026
Reaves W H & Co Inc New· Q1 2026 +$45M +2.3M Q1 2026
Geode · Added +$42M
Change +2.1M Date Q1 2026
Geode Added· Q1 2026 +$42M +2.1M Q1 2026
Capital World Investors · New +$28M
Change +1.4M Date Q1 2026
Capital World Investors New· Q1 2026 +$28M +1.4M Q1 2026
Marex Group PLC · New +$28M
Change +1.4M Date Q1 2026
Marex Group PLC New· Q1 2026 +$28M +1.4M Q1 2026
Jump Financial, LLC · Reduced −$24M
Change −1.2M Date Q1 2026
Jump Financial, LLC Reduced· Q1 2026 −$24M −1.2M Q1 2026
Susquehanna International Group, LLP · Reduced −$23M
Change −1.2M Date Q1 2026
Susquehanna International Group, LLP Reduced· Q1 2026 −$23M −1.2M Q1 2026
Adage Capital Partners Gp, L.L.C. · New +$23M
Change +1.2M Date Q1 2026
Adage Capital Partners Gp, L.L.C. New· Q1 2026 +$23M +1.2M Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 309

Famous investor activity in USA Rare Earth Inc (USAR)

USA Rare Earth Inc (USAR) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Blitzer Michael · Director 2 operations 165K
Owned 31K Trade date Jul 19, 2026 Filed date Jul 20, 2026
Blitzer Michael Director 2 operations 165K 31K Jul 19, 2026 Jul 20, 2026
Caulfield Thomas · Director Grant (A) 271
Owned 3K ΔOwn +9.2% Trade date Jul 7, 2026 Filed date Jul 7, 2026
Caulfield Thomas Director Grant (A) 271 3K +9.2% Jul 7, 2026 Jul 7, 2026
Trabuco Carolyn · Director Sell −$296K
Price $22.77 Qty −13K Owned 19K Trade date Jun 8, 2026 Filed date Jun 8, 2026
Trabuco Carolyn Director Sell $22.77 −13K −$296K 19K Jun 8, 2026 Jun 8, 2026
Trabuco Carolyn · Director Grant (A) 6K
Owned 6K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Trabuco Carolyn Director Grant (A) 6K 6K Jun 3, 2026 Jun 4, 2026
Senft Michael F. · Director Grant (A) 6K
Owned 6K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Senft Michael F. Director Grant (A) 6K 6K Jun 3, 2026 Jun 4, 2026
Schwethelm Otto C. · Director Grant (A) 6K
Owned 6K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Schwethelm Otto C. Director Grant (A) 6K 6K Jun 3, 2026 Jun 4, 2026
Caulfield Thomas · Director 2 operations 0
Owned 0 Trade date Jun 3, 2026 Filed date Jun 4, 2026
Caulfield Thomas Director 2 operations 0 0 Jun 3, 2026 Jun 4, 2026
Caulfield Thomas · Director 2 operations 7K
Owned 6K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Caulfield Thomas Director 2 operations 7K 6K Jun 3, 2026 Jun 4, 2026
Blitzer Michael · Director Grant (A) 6K
Owned 6K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Blitzer Michael Director Grant (A) 6K 6K Jun 3, 2026 Jun 4, 2026
Steele William Robert Jr · CFO Tax withholding or exercise payment (F) -$763K
Price $22.57 Qty -34K Owned 42K Trade date May 21, 2026 Filed date May 21, 2026
Steele William Robert Jr CFO Tax withholding or exercise payment (F) $22.57 -34K -$763K 42K May 21, 2026 May 21, 2026
Blitzer Michael · Director 4 operations 0
Owned 0 Trade date May 20, 2026 Filed date May 21, 2026
Blitzer Michael Director 4 operations 0 0 May 20, 2026 May 21, 2026
Steele William Robert Jr · CFO 4 operations $0
Price $22.57 Qty 0 Owned 61K Trade date May 20, 2026 Filed date May 21, 2026
Steele William Robert Jr CFO 4 operations $22.57 0 $0 61K May 20, 2026 May 21, 2026
Kern Paul J. · Director 4 operations $0
Price $22.57 Qty 0 Owned 0 Trade date May 20, 2026 Filed date May 21, 2026
Kern Paul J. Director 4 operations $22.57 0 $0 0 May 20, 2026 May 21, 2026
Senft Michael F. · Director 4 operations $0
Price $22.57 Qty 0 Owned 0 Trade date May 20, 2026 Filed date May 21, 2026
Senft Michael F. Director 4 operations $22.57 0 $0 0 May 20, 2026 May 21, 2026
Gutnick Mordechai Zev · Director 4 operations $0
Price $22.57 Qty 0 Owned 0 Trade date May 20, 2026 Filed date May 21, 2026
Gutnick Mordechai Zev Director 4 operations $22.57 0 $0 0 May 20, 2026 May 21, 2026
15 of 57
15 of 57 Sign in to continue to older insider transactions.

USA Rare Earth Inc (USAR) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Harraden Circle Investments, LLC 893K
% of shares outstanding 10.6% Filing date Feb 25, 2025
Harraden Circle Investments, LLC 893K 10.6% Feb 25, 2025
Hgc Investment Management Inc. 2.4M
% of shares outstanding 9.7% Filing date Feb 14, 2024
Hgc Investment Management Inc. 2.4M 9.7% Feb 14, 2024
Newtyn Management, LLC 700K
% of shares outstanding 8.3% Filing date Jan 7, 2025
Newtyn Management, LLC 700K 8.3% Jan 7, 2025
Mizuho Financial Group Inc 2.0M
% of shares outstanding 8.0% Filing date Nov 14, 2024
Mizuho Financial Group Inc 2.0M 8.0% Nov 14, 2024
Alyeska Investment Group, L.P. 16.6M
% of shares outstanding 7.6% Filing date May 15, 2026
Alyeska Investment Group, L.P. 16.6M 7.6% May 15, 2026
Blackrock, Inc. 12.9M
% of shares outstanding 5.9% Filing date Apr 27, 2026
Blackrock, Inc. 12.9M 5.9% Apr 27, 2026
Goldman Sachs Group Inc 1.4M
% of shares outstanding 5.6% Filing date Nov 7, 2024
Goldman Sachs Group Inc 1.4M 5.6% Nov 7, 2024
State Street Corporation 12.1M
% of shares outstanding 5.5% Filing date May 12, 2026
State Street Corporation 12.1M 5.5% May 12, 2026
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USA Rare Earth Inc (USAR) ownership FAQ

Who owns USAR?

309 reporting institutions disclosed USAR position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.