USA Rare Earth, Inc. - USAR

Sector: Basic Materials · Industry: Metal Mining

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$925.1M

QoQ value delta ($000)

+$197M (+27.06%)

Implied price effect (QoQ)

-30.5%

Total shares

77,527,033

QoQ shares delta

+35,121,316 (+82.82%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Bayshore Capital Advisors, LLC	102,378	8,603,217	51.13%
Alyeska Investment Group, L.P.	92,791	7,797,613	0.26%
BlackRock, Inc.	75,994	6,386,077	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	72,048	6,054,469	0.01%
VANGUARD GROUP INC	71,834	6,036,486	0.0%
STATE STREET CORP	59,891	5,032,866	0.0%
CITADEL ADVISORS LLC	40,180	3,376,497	0.01%
Inflection Point Holdings II LLC	37,187	3,125,000	100.0%
JANE STREET GROUP, LLC	27,215	2,287,048	0.0%
GEODE CAPITAL MANAGEMENT, LLC	25,829	2,170,097	0.0%
CITIGROUP INC	20,198	1,697,394	0.01%
BANK OF AMERICA CORP /DE/	19,041	1,600,123	0.0%
UBS Group AG	15,224	1,279,378	0.0%
Jump Financial, LLC	15,162	1,274,189	0.19%
MORGAN STANLEY	14,917	1,253,579	0.0%
ALTFEST L J & CO INC	14,444	1,213,854	1.58%
RENAISSANCE TECHNOLOGIES LLC	13,244	1,113,000	0.02%
PEAK6 LLC	11,977	1,006,500	0.02%
ALLIANCEBERNSTEIN L.P.	11,923	1,002,005	0.0%
GOLDMAN SACHS GROUP INC	10,867	913,212	0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9,376	787,965	0.0%
Sovran Advisors, LLC	8,222	489,707	0.7%
NORTHERN TRUST CORP	7,787	654,383	0.0%
GROUP ONE TRADING LLC	7,166	602,200	0.01%
Walleye Trading LLC	6,920	581,517	0.01%