USAR
USA Rare Earth Inc · Basic Materials · Industrial Materials
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | +16 | 104.39M | $2.24B | +23 | −7 |
| Q1 2026 | 90 | +15 | 86.03M | $1.29B | +21 | −6 |
| Q4 2025 | 75 | +2 | 43.94M | $522.88M | +3 | −1 |
| Q3 2025 | 13 | +4 | 8.02M | $137.62M | +4 | — |
| Q2 2025 | 6 | +2 | 2.68M | $29.19M | +2 | — |
| Q1 2025 | 2 | +2 | 43.55K | $164,853 | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.82M | +1101.9% | $48.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.05M | +18.4% | $18.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 1.05M | +18.4% | $18.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.05M | +18.4% | $18.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.05M | +18.4% | $18.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 953.20K | +9.9% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 953.20K | +9.9% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 953.20K | +9.9% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passive) | 953.20K | +9.9% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | The Vanguard Group ✦ (passive) | 953.20K | +9.9% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 951.40K | New | $16.35M | 0.0% | New | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 693.11K | +6.1% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 693.11K | +6.1% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 545.24K | +2955.8% | $9.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 545.24K | +2955.8% | $9.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 463.39K | New | $7.97M | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 383.79K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 383.79K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 383.79K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 383.79K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 85.37K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 85.37K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 85.37K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 85.37K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 85.37K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 85.37K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 46.03K | — | $647,694 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 46.03K | — | $647,694 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 14.33K | New | $246,316 | 0.0% | New | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 17.80K | 0.0% | $125,846 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 25 | New | $430 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $16.35M | 0.0% |
| Millennium Management | $7.97M | 0.0% |
| Gotham Asset Management | $246,316 | 0.0% |
| Fidelity (FMR) | $430 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 313 holders, 127.25M shares, $1.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.