USAR in the 13F filings

USA Rare Earth Inc · CUSIP 91733P107

Quarter

Q2 2026 Q1 2026

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 22; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed: 22,461,688; combined, among listed positions
Reported value: $476m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +11,279,350.

Managers listing USAR in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

22 of 22 holders

				Action		Filing
T. Rowe Price Associates Inc	8,913,480	$192m	under 0.1%	Added	+5,710,125	14 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC	3,951,100	$85m	0.12%	Added	+2,995,722	13 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,754,650	$38m	under 0.1%	Added	+819,483	2 Sep 2026 (the filing on sec.gov)
Capital World Investors	1,500,240	$32m	under 0.1%	Added	+51,996	12 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	1,360,770	$21m	under 0.1%	Trimmed	-61,500	14 Aug 2026 (the filing on sec.gov)
Artisan Partners LP	953,723	$21m	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	941,643	$20m	under 0.1%	Added	+22,611	13 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	546,156	$12m	under 0.1%	Added	+511,167	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	472,417	$10m	under 0.1%	Trimmed	-185,792	14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	417,669	$9.0m	under 0.1%	Trimmed	-48,381	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	355,314	$7.7m	under 0.1%	Added	+138,760	14 Aug 2026 (the filing on sec.gov)
Rokos Capital Management LLP	345,985	$7.5m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	200,694	$4.3m	under 0.1%	Added	+88,491	14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP	186,950	$4.0m	under 0.1%	Added	+12,486	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	162,134	$3.5m	under 0.1%	Added	+127,678	14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	158,410	$3.4m	under 0.1%	Added	+57,290	14 Aug 2026 (the filing on sec.gov)
Man Group PLC	118,737	$2.6m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	50,847	$1.1m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Soros Fund Management LLC	31,221	$674k	under 0.1%	Added	+10,230	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	16,730	$361k	under 0.1%	Added	+5,460	14 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	11,749	$254k	under 0.1%	Trimmed	-80,719	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	11,069	$239k	under 0.1%	New	new	27 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

T. Rowe Price Associates Incexisting position · 8,913,480 shares now+5,710,125
Renaissance Technologies LLCexisting position · 3,951,100 shares now+2,995,722
Artisan Partners LPnew position · 953,723 shares now+953,723
Citadel Advisors LLCexisting position · 1,754,650 shares now+819,483
Squarepoint Ops LLCexisting position · 546,156 shares now+511,167

Reductions

Invesco Ltdexisting position · 472,417 shares now-185,792
ExodusPoint Capital Management LPexisting position · 11,749 shares now-80,719
AllianceBernstein LPexisting position · 1,360,770 shares now-61,500
Millennium Management LLCexisting position · 417,669 shares now-48,381

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (5)

Point72 Asset Management LPwas $3.3m
Tudor Investment Corpwas $1.3m
Winton Group Ltdwas $174k
Walleye Capital LLCwas $111k
Davidson Kempner Capital Management LPwas $0

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

2 in Q1 2026 to 4 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

USAR and LIN →USAR and GLW →USAR and HWM →Choose a stock to compare with USAR →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own USAR, latest filings →Back to the 13F Explorer →

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USAR by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q1 2026	2	$318k	12	13
Q2 2026	4	$114m	18	9