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USAR

USAR

USA Rare Earth, Inc.• Mining

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
134
Partial Q3 2026
Total 13F value
$138M
Filed positions so far
New positions
31
This quarter
Sold positions
28
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Bayshore Capital Advisors, Llc

$62.3M4.42M32.14%-0.3%

Altfest L J & Co Inc

$17.7M1.26M1.76%Unchanged

Alps Advisors Inc

$6.8M481.3K0.02%+106.5%

Unicom Systems, Inc.

$6.5M459.4K0.44%Unchanged

Hohimer Wealth Management, Llc

$5.8M409.3K0.56%Exited

Sovran Advisors, Llc

$3.6M339.1K0.25%Unchanged

Overbrook Management Corp

$3.1M223.4K0.49%New Position

International Assets Investment Management, Llc

$2.7M97.6K0.08%-98.5%

Nlb Skladi, Upravljanje Premozenja, D.O.O.

$2.3M162.2K0.08%Unchanged

Cambridge Investment Research Advisors, Inc.

$1.7M123.4K0.00%+7.1%

Dynamic Advisor Solutions Llc

$1.6M116.7K0.05%+65.2%

Leonteq Securities Ag

$1.6M113.1K0.07%+62.8%

Creative Planning

$1.5M105.5K0.00%+29.1%

Weaver Capital Management Llc

$1.4M100.0K0.27%Unchanged

Acasta Partners Uk Llp

$1.4M97.9K0.62%Unchanged

Mfg Wealth Management, Inc.

$1.4M97.8K1.00%+5.8%

Ifp Advisors, Inc

$1.2M85.6K0.02%+26.0%

Rfg Advisory, Llc

$1.1M75.7K0.01%+26.5%

Commonwealth Equity Services, Llc

$826K58.7K0.00%+3.0%

Arizona State Retirement System

$752K53.4K0.00%+11.1%

Oak Ridge Investments Llc

$716K50.8K0.04%+0.4%

Pko Investment Management Joint-Stock Co

$682K48.5K0.05%New Position

Kingsbury Capital Investment Advisors Llc

$639K45.4K0.60%-18.0%

Concurrent Investment Advisors, Llc

$497K35.3K0.00%+40.0%

Oppenheimer & Co Inc

$466K33.1K0.00%+2.3%

Pictet Asset Management Holding Sa

$410K29.1K0.00%-46.5%

Proshare Advisors Llc

$386K27.4K0.00%+7.7%

Vise Technologies, Inc.

$377K26.8K0.00%New Position

Independent Financial Group, Llc

$375K26.7K0.01%New Position

Perigon Wealth Management, Llc

$363K25.8K0.01%-58.7%

Warberg Asset Management Llc

$357K25.3K0.05%Unchanged

Principal Financial Group Inc

$355K25.2K0.00%+69.6%

Quantum Private Wealth, Llc

$345K24.5K0.09%+94.8%

Gk Wealth Management Llc

$340K24.1K0.19%-1.9%

Vontobel Holding Ltd.

$332K23.6K0.00%+75.4%

Kestra Advisory Services, Llc

$328K23.3K0.00%+26.0%

Credit Capital Investments Llc

$324K23.0K0.19%New Position

Pilgrim Partners Asia Pte Ltd

$290K20.6K0.06%-20.8%

Xponance Llc

$283K20.1K0.00%+5.7%

Corecam Pte. Ltd.

$276K19.6K0.12%+33.0%

Farther Finance Advisors, Llc

$265K18.8K0.00%+41.7%

Wedbush Securities Inc

$247K17.6K0.01%New Position

Wealth Enhancement Advisory Services, Llc

$230K18.2K0.00%+44.5%

Brookstone Capital Management

$229K16.3K0.00%+48.0%

Cornerstone Wealth Group, Llc

$214K15.2K0.01%+1.1%

Redhawk Wealth Advisors, Inc.

$197K14.0K0.02%+51.0%

Sbi Securities Co., Ltd.

$195K13.9K0.00%+62.7%

Strs Ohio

$190K13.5K0.00%+18.4%

J. Safra Sarasin Holding Ag

$188K13.4K0.00%New Position

Swiss Life Asset Management Ltd

$177K12.6K0.00%+6.8%

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