USAR · Company research
USA Rare Earth, Inc. (USAR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableBasic Materials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7813 | 168605 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 6474 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10897 | 235157 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8601757 | 185626 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 546156 | 11786046 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68151 | 1470699 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 755 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1288343 | 27802442 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10960 | 236517 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 3237 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3040 | 65605 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1770 | 38197 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARDSLEY ADVISORY PARTNERS LP | 900529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 216200 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10629 | 229374 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115222 | 2486 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 3861 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 579111 | 12497215 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2765 | 59669 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73800 | 1592604 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 215800 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39500 | 852410 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHL GROUP, LLC | 2066311 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 22 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62403 | 1346657 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Walser Wealth Management Company, A Ltd Liability Co | 2112280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29461 | 635768 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 756 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32327 | 697617 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2191 | 47276 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13522226 | 291809637 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 4125 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1051504 | 22691456 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48117 | 1038365 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Phoenix Financial Ltd. | 1679543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6119 | 132048 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224 | 4 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244 | 5266 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 151060 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8545 | 184401 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 574 | 12387 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295261 | 6371732 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Acasta Partners UK LLP | 2090007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97900 | 2112682 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Twin Tree Management, LP | 1535588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61800 | 1333644 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1410 | 30461 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410331 | 8854943 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 1424 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96793 | 1933924 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8669 | 187077 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57305 | 1236642 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12447 | 268606 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35616 | 768593 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 1283 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aptus Capital Advisors, LLC | 1664193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10258 | 221368 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7800 | 168324 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 787400 | 16992092 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7208 | 155549 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11400 | 246012 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1113 | 24019 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Winch Advisory Services, LLC | 1585822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 640 | 13811 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ghisallo Capital Management LLC | 1825214 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 10790000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84466 | 1823000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349900 | 7550842 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantum Private Wealth, LLC | 1929662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12600 | 271908 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| PROATHLETE WEALTH MANAGEMENT LLC | 2012065 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 906 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3132 | 67589 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OAK RIDGE INVESTMENTS LLC | 1054554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50627 | 1092531 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Kingsbury Capital Investment Advisors LLC | 1927315 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55365 | 1194777 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13289 | 286690 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Darwin Wealth Management, LLC | 1663224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60176 | 1298598 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Tidemark, LLC | 2009591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319 | 6884 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Gen-Wealth Partners Inc | 2023375 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136 | 2935 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1031 | 22249 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243567 | 5256164 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1112 | 23997 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 839126 | 18108339 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AVAII WEALTH MANAGEMENT, LLC | 1904431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10284 | 221929 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 663 | 14308 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1518322 | 32765389 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avalon Trust Co | 1798150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 8632 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11052 | 238502 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4926 | 106303 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7817421 | 168699945 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.