Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in USAR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Alyeska Investment Group, L.P. | 16.6M | $250.8M | +112.5% | 17.146% | 0.71% |
| 2 | BlackRock, Inc. | 14.1M | $213.2M | +120.6% | 14.574% | 0.00% |
| 3 | STATE STREET CORP | 12.1M | $182.6M | +139.7% | 12.484% | 0.01% |
| 4 | Bayshore Capital Advisors, LLC | 8.7M | $132.3M | +1.6% | 9.046% | 55.84% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.4M | $126.6M | β | 8.652% | 0.00% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.9M | $119.2M | +30.0% | 8.146% | 0.01% |
| 7 | CITADEL ADVISORS LLC | 5.5M | $83.5M | +63.4% | 5.707% | 0.04% |
| 8 | Hood River Capital Management LLC | 4.2M | $79.4M | β | 4.390% | 0.80% |
| 9 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | 4.9M | $73.5M | β | 5.023% | 24.75% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 4.3M | $65.4M | +99.0% | 4.468% | 0.00% |
| 11 | UBS Group AG | 3.9M | $58.8M | +203.6% | 4.019% | 0.01% |
| 12 | Inflection Point Holdings II LLC | 3.1M | $47.3M | 0.0% | 3.233% | 100.00% |
| 13 | Newtyn Management, LLC | 2.3M | $35.4M | β | 2.421% | 3.78% |
| 14 | REAVES W H & CO INC | 2.3M | $35.1M | β | 2.401% | 0.58% |
| 15 | CITIGROUP INC | 1.9M | $28.6M | +11.3% | 1.955% | 0.01% |
| 16 | Walleye Trading LLC | 1.5M | $22.6M | +156.4% | 1.543% | 0.06% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $21.9M | +84.0% | 1.500% | 0.00% |
| 18 | Marex Group plc | 1.4M | $21.9M | β | 1.495% | 0.06% |
| 19 | BANK OF AMERICA CORP /DE/ | 1.4M | $21.5M | -11.1% | 1.472% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $21.3M | β | 1.456% | 0.00% |
| 21 | NORTHERN TRUST CORP | 1.4M | $20.7M | +108.9% | 1.415% | 0.00% |
| 22 | Capital World Investors | 1.4M | $19.1M | β | 1.498% | 0.00% |
| 23 | MORGAN STANLEY | 1.2M | $18.5M | -2.3% | 1.267% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 1.2M | $17.9M | β | 1.221% | 0.00% |
| 25 | ALTFEST L J & CO INC | 1.2M | $17.7M | -3.7% | 1.209% | 1.89% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in USAR β a direct measure of their conviction.
Filings activity in USAR during Q1 2026, grouped by how each filer changed its position.
5 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 309 | +41% | 100.68% | +60.65 pp | $2.14B | +151% |
| Q4 2025 | 219 | +66% | 40.03% | +8.31 pp | $851M | +26% |
| Q3 2025 | 132 | +187% | 31.72% | +24.33 pp | $674M | +329% |
| Q2 2025 | 46 | +188% | 7.39% | +6.78 pp | $157M | +1107% |
| Q1 2025 | 16 | β | 0.61% | β | $13M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying USAR stock.
Based on Q1 2026 13F filings, institutional ownership of USA Rare Earth Inc stands at 100.7%, held across 309 reporting institutions.
Alyeska Investment Group, L.P. is the largest reported institutional holder of USAR, with approximately 16,570,777 shares worth $0.25B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of USAR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for USAR is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
137 institutions opened new positions in USAR during Q1 2026, while 47 fully exited. 149 added to existing positions and 21 trimmed.
USAR institutional ownership rose by 60.65 percentage points quarter-over-quarter, with a net change of +90 holders.
The top 10 institutions account for 62.0% of all reported 13F value in USAR, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
USA Rare Earth Inc (USAR) Institutional Ownership