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USAR · GLW in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • USAR
  • GLW
010203040202120222023202420252026
Holders and value by quarter
QuarterUSARGLW
Q3 2020none listed holders, n.a.11 holders, $3.4bn
Q4 2020none listed holders, n.a.18 holders, $3.6bn
Q1 2021none listed holders, n.a.11 holders, $4.6bn
Q2 2021none listed holders, n.a.16 holders, $4.0bn
Q3 2021none listed holders, n.a.14 holders, $3.2bn
Q4 2021none listed holders, n.a.16 holders, $3.1bn
Q1 2022none listed holders, n.a.18 holders, $2.6bn
Q2 2022none listed holders, n.a.14 holders, $2.3bn
Q3 2022none listed holders, n.a.14 holders, $1.6bn
Q4 2022none listed holders, n.a.12 holders, $1.7bn
Q1 2023none listed holders, n.a.18 holders, $2.3bn
Q2 2023none listed holders, n.a.10 holders, $1.9bn
Q3 2023none listed holders, n.a.8 holders, $1.4bn
Q4 2023none listed holders, n.a.12 holders, $1.6bn
Q1 2024none listed holders, n.a.11 holders, $2.2bn
Q2 2024none listed holders, n.a.11 holders, $3.3bn
Q3 2024none listed holders, n.a.17 holders, $4.3bn
Q4 2024none listed holders, n.a.22 holders, $4.1bn
Q1 2025none listed holders, n.a.24 holders, $3.1bn
Q2 2025none listed holders, n.a.25 holders, $3.3bn
Q3 2025none listed holders, n.a.26 holders, $6.2bn
Q4 2025none listed holders, n.a.27 holders, $7.2bn
Q1 20262 holders, $318k33 holders, $12.8bn
Q2 20264 holders, $114m26 holders, $23.6bn
USAR

USA Rare Earth Inc

Holders
0
Reported value
$0
Buyers
18
Sellers
3

Breadth +15 among 92 comparable managers.

GLW

Corning Inc

Holders
27
Reported value
$7.2bn
Buyers
14
Sellers
26

Breadth -12 among 92 comparable managers.

Who holds both, Q4 2025

Among the 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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