Ranked by reported Q3 2025 13F market value
Share of total reported institutional value in USARW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | LMR Partners LLP | 2.9M | $20.7M | +518.0% | β | 0.21% |
| 2 | Walleye Capital LLC | 1.7M | $12.1M | +4.7% | β | 0.12% |
| 3 | Hudson Bay Capital Management LP | 1.2M | $8.5M | +105.8% | β | 0.09% |
| 4 | BOOTHBAY FUND MANAGEMENT, LLC | 460K | $7.9M | +155.5% | β | 0.15% |
| 5 | ARISTEIA CAPITAL LLC | 814K | $5.8M | +51.4% | β | 0.18% |
| 6 | MMCAP International Inc. SPC | 500K | $3.6M | 0.0% | β | 0.42% |
| 7 | Greenland Capital Management LP | 525K | $3.1M | +320.0% | β | 0.52% |
| 8 | CSS LLC/IL | 424K | $3.1M | +756.1% | β | 0.16% |
| 9 | METEORA CAPITAL, LLC | 290K | $2.1M | +28.5% | β | 0.22% |
| 10 | Caption Management, LLC | 282K | $2.0M | β | β | 0.61% |
| 11 | ZAZOVE ASSOCIATES LLC | 223K | $1.6M | β | β | 0.15% |
| 12 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200K | $1.4M | 0.0% | β | 0.00% |
| 13 | P SCHOENFELD ASSET MANAGEMENT LP | 194K | $1.4M | -23.7% | β | 0.28% |
| 14 | Clear Street Group Inc. | 135K | $976K | β | β | 0.00% |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 123K | $890K | -32.6% | β | 0.01% |
| 16 | LINDEN ADVISORS LP | 105K | $756K | -94.4% | β | 0.01% |
| 17 | MOORE CAPITAL MANAGEMENT, LP | 75K | $541K | 0.0% | β | 0.01% |
| 18 | LPL Financial LLC | 72K | $516K | +596.2% | β | 0.00% |
| 19 | JPMORGAN CHASE & CO | 50K | $354K | 0.0% | β | 0.00% |
| 20 | Warberg Asset Management LLC | 44K | $318K | +45.6% | β | 0.09% |
| 21 | Shaolin Capital Management LLC | 40K | $289K | -60.0% | β | 0.01% |
| 22 | D. E. Shaw & Co., Inc. | 18K | $126K | 0.0% | β | 0.00% |
| 23 | HIGHBRIDGE CAPITAL MANAGEMENT LLC | 17K | $123K | β | β | 0.01% |
| 24 | GOLDMAN SACHS GROUP INC | 14K | $104K | β | β | 0.00% |
| 25 | Skaana Management L.P. | 10K | $72K | β | β | 0.03% |
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 USARW β a direct measure of their conviction.
Filings activity in USARW during Q3 2025, grouped by how each filer changed its position.
3 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 |
|---|---|---|---|---|---|---|
| Q3 2025 | 26 | 7.1% | β | β | $78M | +308% |
| Q2 2025 | 28 | 18% | β | β | $19M | +239% |
| Q1 2025 | 34 | β | β | β | $6M | 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 USARW stock.
Based on Q3 2025 13F filings, institutional ownership of USA Rare Earth Inc stands at not currently reported, held across 26 reporting institutions.
LMR Partners LLP is the largest reported institutional holder of USARW, with approximately 2,868,494 shares worth $0.02B as of Q3 2025.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of USARW.
Our composite Smart Money Score for USARW is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in USARW during Q3 2025, while 9 fully exited. 18 added to existing positions and 1 trimmed.
Quarter-over-quarter ownership change for USARW is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 87.9% of all reported 13F value in USARW, and the top 25 account for 100.0%.
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 (USARW) Institutional Ownership