Across its top 20 institutional holders, USAR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 22/100, avg. turnover score 33/100).

Quarterly Activity

Recent Activity

+$2.0B

Total Buy Value

$158.0M

Total Sell Value

New buy126

Trim36

Add118

Sold out42

244

Net Buyers

Net Sellers

Smart Money Convergence

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 2026-06-30 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.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

Filings (90d)

$105.38M

Total Est. Value

3.89M shares

Planned Shares

Last Filed 2026-06-08

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
Trabuco Carolyn	Director	2026-06-08	13K shares	$296K
Critical Minerals Trust	Affiliate, 10% Owner	2026-06-05	3.88M shares	$105.08M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-16

2026-07-16

USA Rare Earth, Inc. amended its merger agreement to tie the completion of the merger to the effectiveness and non-termination of an offtake agreement for rare earth materials. The offtake agreement is between a subsidiary of the merger partner and a special purpose vehicle backed by the U.S. government and private capital. The amendment makes the offtake agreement's conditions, termination right lapse, and full force at closing conditions to USAR's obligation to close the merger.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

91733P107

FAQ

Who are the top institutional investors holding USA RARE EARTH INC (USAR)?

Major stakeholders currently include Alyeska Investment Group, L.P. ($250.8M), BlackRock, Inc. ($213.2M), State Street CORP ($182.6M). Based on the latest 13F filings, there are a total of 323 tracked investment funds and institutions maintaining positions in USAR.

What is the overall institutional sentiment toward USAR recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.4B, driven by 244 managers accumulating shares while 78 reduced their exposure.

Which institutions have been selling or reducing their USAR positions?

In the latest period, 36 funds trimmed their holdings, and 42 managers completely exited their positions. The aggregate reported sell value was $158.0M.

Are there any notable investors adding USAR to their portfolios?

Yes, buying activity remains notable. 126 institutions opened new positions in {ticker}, and 118 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.0B.