2026-10-01
No AI summary for this filing type
View Full Filing (SEC EDGAR)USA Rare Earth Inc
$10.54-5%
+$589.0M
Net Activity
+11.35% total shares
Institutions Holding
409
Popularity Rank
#1510
Avg Weight
0.20%
Total Value
$3.8B
Market Cap
$1.0B
409 institutions currently hold USAR, with 281 net buyers and 112 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
112
Net Buying Institutions
281
Top 5 by Value
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Across its top 20 institutional holders, USAR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 42/100).
USAR ranks #1510 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
USAR is a top-conviction position for Bayshore Capital Advisors, LLC — at 44.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in USAR belongs to BlackRock, Inc., but the position matters far more to Bayshore Capital Advisors, LLC, who has 44.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Dynamic Advisor Solutions LLC has added to its USAR position for two straight quarters, increasing it by $150.7K to reach $1.6M today.
Wealth Enhancement Advisory Services, LLC has trimmed its USAR position for two straight quarters, cutting it by $147.1K while still holding $231.1K.
USAR is down 5% today, but institutions show net buying of $589.0M this quarter — a divergence between today's price move and the underlying institutional flow.
USAR reported a net loss of $284.2M over the trailing twelve months.
+$1.2B
Total Buy Value
$538.6M
Total Sell Value
281
Net Buyers
112
Net Sellers
USAR
Q2 2026
Top 5 Institutional Movers
USAR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$1.22M
Total Est. Value
88K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Humpton Barbara | 2026-10-02 | $1.22M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Alyeska Investment Group, L.P. | 13G/A | 2026-08-14 | 4.6% |
8
Filings (14d)
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View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)On August 21, 2026, USA Rare Earth (USAR) filed an 8-K disclosing an amendment to the long-term rare earth supply (offtake) agreement tied to its pending merger with SVRE. The amendment restructured the U.S. government financial support owed to "the Counterparty" — a special-purpose vehicle backed by the U.S. government and private capital — into three pieces: $750 million in funding that has already been provided, a $500 million senior secured revolving credit facility committed by letter from a Tier-1 bank (but not yet documented, closed, or funded), and contracts to purchase at least $300 million of rare earth products during the first five years after the conditions are satisfied. SV Management Switzerland has certified that the key precondition tied to this support is satisfied and was not waived, clearing one of the conditions required to complete the merger.
View Full Filing (SEC EDGAR)USA Rare Earth, Inc. (USAR) issued its Q2 2026 earnings press release on August 10, 2026, covering results for the three and six months ended June 30, 2026. This 8-K is a routine disclosure attaching that release as Exhibit 99.1. The excerpt doesn't include the actual financial figures — those are in the attached news release.
View Full Filing (SEC EDGAR)USA Rare Earth, Inc. (USAR) completed its acquisition of Texas Mineral Resources Corp. (TMRC) through a two-step merger on August 7, 2026, making TMRC a wholly owned subsidiary. Under the final exchange ratio, TMRC shareholders received about 0.04328 of a USAR common share for each TMRC share, with cash paid for fractional shares, based on roughly 88.34 million fully diluted TMRC shares outstanding. The deal was first announced in March, and the shares issued in the merger were registered under an effective Form S-4.
View Full Filing (SEC EDGAR)USA Rare Earth, Inc. (ticker: USAR) filed an 8-K on July 22, 2026, disclosing an unregistered sale of equity securities through a contribution in kind and issuance of common stock to Carester, along with a Regulation FD disclosure. The filing excerpt does not provide full details such as the size or terms of the transaction.
View Full Filing (SEC EDGAR)91733P107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Access USAR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/USARCLI
npx alphasmo stocks get USAR