USAR USA Rare Earth, Inc.: institutional ownership and insider trading
419 funds reported holding $3.59B of USA Rare Earth, Inc. in their latest 13F filings; in Q2 2026 funds net bought $238M, with 117 new positions and 41 funds selling out; over the last 12 months insiders bought $2.17M and sold $1.51M on the open market.
Famous investors holding USAR
- Renaissance Technologies (Renaissance Technologies): $85.3M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $4.03M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $121M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $22.6M, 0.0% of the portfolio
- George Soros (Soros Fund Management): $674K, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $10.1M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $3.08M, 0.0% of the portfolio
Largest institutional holders of USAR
- BlackRock, Inc. (BLK) — $336M
- STATE STREET CORP (STT, STT-PG) — $292M
- Alyeska Investment Group, L.P. — $244M
- UBS Group AG (UBS) — $192M
- PRICE T ROWE ASSOCIATES INC /MD/ — $192M
- JANE STREET GROUP, LLC — $181M
- VANGUARD CAPITAL MANAGEMENT LLC — $178M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $163M
- CITADEL ADVISORS LLC — $121M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $119M
Recent USAR insider trades
- Oct 2, 2026: Humpton Barbara sold 88,391 shares ($1.22M)
- Jun 8, 2026: Trabuco Carolyn sold 13,000 shares ($296K)
- Jan 29, 2026: Trabuco Carolyn bought 1,300 shares ($29.4K)
- Jan 29, 2026: Blitzer Michael bought 100,000 shares ($2.14M)
5%+ owners
- MVB Investment Holdings LLC: 12.5% (Schedule 13G, filed Sep 11, 2026)
- VB (Rare Earths) Ltd: 7.9% (Schedule 13D, filed Sep 11, 2026)
- EMG Fund V SVRE Holdings, LLC: 7.8% (Schedule 13G, filed Sep 11, 2026)
- Gutnick Mordechai Zev: 6.8% (Schedule 13D/A, filed Jun 9, 2026)
- BlackRock, Inc.: 5.9% (Schedule 13G, filed Apr 27, 2026)
- STATE STREET CORPORATION: 5.5% (Schedule 13G, filed May 12, 2026)