USA RARE EARTH INC (USAR) is held by 132 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Alyeska Investment Group, L.P. as of Q1 2026.

Are institutions buying or selling USAR?

In Q1 2026, 112 institutions opened or increased positions in USA RARE EARTH INC while 29 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on USAR?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for USA RARE EARTH INC.

How many hedge funds hold USAR?

132 institutional investors report holding USA RARE EARTH INC (USAR) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into USAR?

As of Q1 2026, tracked institutions in USA RARE EARTH INC show 112 buyers versus 29 sellers — net inflows.

USA RARE EARTH INC

USAR·91733P107·US·Common Stock·Basic Materials - Other Industrial Metals & Mining-Activist

132

Holders

Avg rating(29 Elite)

$1.5B

Total Value

79% (142)

Fund Consensus

112 buying - 29 selling

Smart Money Verdict

View all

Held by 132 funds

29 elite

Who's Trading

ActivistGMGutnick Mordechai Zev6.8%Jun 9, 2026

InsiderTCTrabuco CarolynSell $296KJun 8, 2026

ActivistAIAlyeska Investment Group, L.P.7.6%May 15, 2026

Activist

STATE STREET CORPORATION5.5%May 12, 2026

Activist

BlackRock, Inc.5.9%Apr 27, 2026

ActivistBABayshore Capital Advisors, LLC3.9%Apr 23, 2026

InsiderBMBLITZER MICHAELBuy $2.1MJan 29, 2026

InsiderTCTrabuco CarolynBuy $29KJan 29, 2026

ActivistMBMichael Blitzer5.8%Sep 17, 2025

InsiderBMBLITZER MICHAELSell $32.9MAug 13, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AIAlyeska Investment Group, L.P.	Increased	16.6M(+112.5%)	$250.8M	0.7%	+12.27%	70
BlackRock, Inc.	Increased	14.1M(+120.6%)	$213.2M	0.0%	+14.65%	49
STATE STREET CORP	Increased	12.1M(+139.7%)	$182.6M	0.0%	+5.48%	49
VAVANGUARD CAPITAL MANAGEMENT LLC	New	8.4M	$126.6M	0.0%	-4.84%	42
Hood River Capital Management LLC	New	4.2M	$79.4M	0.8%	-4.84%	58
GEODE CAPITAL MANAGEMENT, LLC	Increased	4.3M(+99.0%)	$65.4M	0.0%	+18.21%	48
UBS Group AG	Increased	3.9M(+203.6%)	$58.8M	0.0%	+0.48%	48
PRICE T ROWE ASSOCIATES INC /MD/	Increased	3.2M(+4870.3%)	$48.5M	0.0%	-4.12%	47
CITIGROUP INC	Increased	1.6M(+21.4%)	$23.8M	0.0%	+37.80%	34
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.4M(+84.0%)	$21.9M	0.0%	+20.25%	44
Marex Group Ltd	New	1.4M	$21.9M	0.1%	-4.84%	47
BANK OF AMERICA CORP /DE/	Decreased	1.4M(-11.1%)	$21.5M	0.0%	+51.48%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	1.4M	$21.3M	0.0%	-4.84%	39
NORTHERN TRUST CORP	Increased	1.4M(+109.0%)	$20.7M	0.0%	+16.10%	46
Capital World Investors	New	1.4M	$19.1M	0.0%	-4.84%	39
MORGAN STANLEY	Decreased	1.2M(-2.3%)	$18.5M	0.0%	+37.50%	0
VFVANGUARD FIDUCIARY TRUST CO	New	1.2M	$17.9M	0.0%	-4.84%	39
AGADAGE CAPITAL PARTNERS GP, L.L.C.	New	1.2M	$17.6M	0.0%	-4.84%	39
ALLIANCEBERNSTEIN L.P.	Increased	1.4M(+41.9%)	$16.9M	0.0%	+29.37%	38
GOLDMAN SACHS GROUP INC	Increased	1M(+10.5%)	$15.3M	0.0%	+42.23%	31