USA Rare Earth (USAR)
Builds a rare-earth chain from mined feedstock to metals, alloys, and permanent magnets.
$16.07
vs last close−0.92 (−5.41%)
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13F · 13D/G · Form 4
| Institutions | ≈ 55.54% | 135.91M shares | |
|---|---|---|---|
| 443 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.44% | 3.52M shares | |
| 11 holders · as of Sep 8, 2026 | |||
| Strategic holders | 5.47% | 13.39M shares | |
| 2 holders · as of Mar 14, 2025 | |||
| Other | ≈ 37.55% | 91.90M shares | |
| remainder | |||
244.72M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (244.72M in the company's Sep 23, 2026 report, 132.64M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
13F, as of Jun 30, 2026
443 holders · 135.91M shares · 129 new positions · 280 increased · 73 reduced · 46 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 15.56M | 6.36% | +1.47M | Aug 7, 2026 |
| State Street Corp | 13.52M | 5.53% | +1.46M | Aug 7, 2026 |
| Alyeska Investment Group, L.P. | 11.29M | 4.61% | −5.28M | Aug 14, 2026 |
| UBS Group AG | 8.91M | 3.64% | +5.03M | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 8.91M | 3.64% | +5.71M | Aug 14, 2026 |
| Vanguard Capital Management LLC | 8.24M | 3.37% | −121.4K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 5.50M | 2.25% | +4.09M | Aug 13, 2026 |
| Geode Capital Management, LLC | 4.86M | 1.99% | +540.4K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| The Critical Minerals Trustincl. Mordechai Zev Gutnick | 16.70% | 13.67M | 13D | Mar 27, 2025 |
| Serra Verde Rare Earths Ltd. | 12.50% | 46.81M | 13G | Sep 11, 2026 |
| Harraden Circle Investments, LLC | 10.62% | 13G | Feb 25, 2025 | |
| Newtyn Management, LLC | 8.30% | 13G | Jan 7, 2025 | |
| Vision Blue Resources Ltdincl. VB (Rare Earths) Ltd | 7.90% | 29.54M | 13D | Sep 11, 2026 |
| EMG Fund V SVRE Holdings, LLC | 7.80% | 29.22M | 13G | Sep 11, 2026 |
| Alyeska Investment Group, L.P. | 7.60% | 16.57M | 13G | May 15, 2026 |
| Gutnick Mordechai Zevincl. Springfield Six One Three LLC, Critical Minerals Trust | 6.80% | 15.58M | 13D | Jun 9, 2026 |
| BlackRock, Inc. | 5.90% | 12.85M | 13G | Apr 27, 2026 |
| Michael Blitzerincl. Inflection Point Holdings II LLC | 5.80% | 5.81M | 13D | Sep 17, 2025 |
| State Street Corporation | 5.50% | 12.07M | 13G | May 12, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 8, 2026 | Carolyn Trabucodirector | Sale | 13,000 | $22.77 | 18,783 |
| Jan 29, 2026 | Michael Blitzerdirector | Purchase | 100,000 | $21.44 | 847,500 |
| Jan 29, 2026 | Carolyn Trabucodirector | Purchase | 1,300 | $22.60 | 1,300 |
House and Senate disclosures
Not reported.