USA Rare Earth Inc
USA Rare Earth Inc (USAR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · USAR · as of Sep 30, 2025
Ownership Breakdown
165
Institutional Holders
▲ 104 vs Q2
$536.00M
Total Inst. Value
▲ $396.28M vs Q2
96.65M
Shares Outstanding
freeFloat 70.89%
31.22M
13F Shares Held
▲ 18.43M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
USAR largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ALYESKA INVESTMENT GROUP, L.P. metal mining | 12.80M | 13.80% | 13.80% | $219.03B | Nov 17, 2025 | ▲ 3.91M |
STATE STREET CORP metal mining | 2.82M | 3.04% | 3.04% | $48.49B | Nov 14, 2025 | ▲ 2.59M |
DRIEHAUS CAPITAL MANAGEMENT LLC metal mining | 2.31M | 2.48% | 2.48% | $39.63B | Nov 14, 2025 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLP metal mining | 2.04M | 2.20% | 2.20% | $35.03B | Nov 14, 2025 | ▲ 1.38M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP metal mining | 1.60M | 1.73% | 1.73% | $27.53B | Nov 14, 2025 | ▲ 885.3K |
CITADEL ADVISORS LLC metal mining | 1.50M | 1.62% | 1.62% | $25.80B | Nov 14, 2025 | ▲ 1.42M |
CITADEL ADVISORS LLC metal mining | 1.35M | 1.45% | 1.45% | $23.13B | Nov 14, 2025 | ▲ 1.29M |
JANE STREET GROUP, LLC metal mining | 1.30M | 1.40% | 1.40% | $22.32B | Nov 14, 2025 | ▲ 1.03M |
UBS GROUP AG metal mining | 1.16M | 1.25% | 1.25% | $19.86B | Nov 13, 2025 | ▲ 1.08M |
BLACKROCK, INC. metal mining | 1.05M | 1.13% | 1.13% | $18.05B | Nov 12, 2025 | ▲ 163.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+16.14M shares26
New Positions
first time holders0
Decreased
−0 shares0
Sold Out
fully exitedNet shares change (top 50)
+16.14M
+16.14M / −0
Net new holders
+50
26 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
USAR insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
25
Buy transactions
14
Sell transactions
1.79
Buy/Sell ratio
$2M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Trabuco Carolyn director | Jun 8, 2026 | Sale | 13,000 | $22.77 | $296.0K | 18.8K | Form 4 ↗ |
Trabuco Carolyn director | Jun 3, 2026 | Award | 6,438 | — | — | 6.4K | Form 4 ↗ |
Senft Michael F director | Jun 3, 2026 | Award | 6,438 | — | — | 6.4K | Form 4 ↗ |
SCHWETHELM OTTO C director | Jun 3, 2026 | Award | 6,438 | — | — | 6.4K | Form 4 ↗ |
Caulfield Thomas director | Jun 3, 2026 | Award | 6,438 | — | — | 6.4K | Form 4 ↗ |
Caulfield Thomas director | Jun 3, 2026 | Award | 407 | — | — | 407 | Form 4 ↗ |
BLITZER MICHAEL director | Jun 3, 2026 | Award | 6,438 | — | — | 6.4K | Form 4 ↗ |
Steele William Robert Jr Chief Financial Officer | May 21, 2026 | Tax Withhold | 33,825 | $22.57 | $763.4K | 42.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
USA Rare Earth Inc (USAR) is primarily owned by institutional investors, who hold approximately 32.3% of total shares outstanding. Company insiders own approximately 29.11%, while retail and public investors account for the remaining 38.59%.
The largest institutional shareholder of USA Rare Earth Inc is ALYESKA INVESTMENT GROUP, L.P., holding approximately 12.80 million shares — equal to 13.80% of outstanding shares — as of September 30, 2025.
A total of 165 institutional investors currently hold USAR stock, with a combined institutional value of approximately $535,996,994 as of the most recent 13F filing period.
Frequently asked questions
USAR ownershipUSA Rare Earth Inc (USAR) is primarily owned by institutional investors, who hold approximately 32.3% of shares. The largest shareholder is ALYESKA INVESTMENT GROUP, L.P. with a 13.80% stake. Company insiders hold 29.11%. Data sourced from SEC Form 13F as of September 30, 2025.