USA Rare Earth, Inc. (USAR) Institutional Ownership

Ownership Summary

A total of 215 institutions have reported a stake in USA Rare Earth, Inc. (NASDAQ:USAR) as of December 2025, according to recent 13F filings with the SEC.

• The percentage of USA Rare Earth owned by institutions changed from 39.9% in September 2025 to 79.5% in December 2025, marking a slight up trend.
• Quarterly data indicates a 127.40% shift in institutional share volume, and the annual owner count reflects an increase of 2050.00%.
• Of these 215 institutional investors, 182 increased their holdings in USA Rare Earth, while 22 of them reduced positions, and 11 investors maintained their exposure.
• Collectively, institutional investors increased their stake in USA Rare Earth to 66.26Mn shares as of December 2025, a change that is up by 37.12Mn shares quarter on quarter and up 63.84Mn shares year over year.
• The top institutional stake in USA Rare Earth as of December 31, 2025 belongs to Bayshore Capital Advisors, LLC, which owns 8.60Mn shares, or 10.32% of the company.
• Among the most significant buyers of USA Rare Earth during December 2025 were Bayshore Capital Advisors, LLC (8.60Mn), BlackRock, Inc. (5.34Mn), VANGUARD GROUP INC (5.08Mn), Inflection Point Holdings II LLC (3.12Mn), STATE STREET CORP (2.21Mn).
• Leading sellers of USA Rare Earth stock in December 2025 included Alyeska Investment Group, L.P. (5.00Mn), GROUP ONE TRADING LLC (455.41K), MILLENNIUM MANAGEMENT LLC (401.31K), Russell Investments Group, Ltd. (252.41K), Kestra Advisory Services, LLC (170.10K).
• The top 10 institutional holders of USA Rare Earth for the quarter ending December 2025 included Bayshore Capital Advisors, LLC (8.60Mn), Alyeska Investment Group, L.P. (7.80Mn), BlackRock, Inc. (6.39Mn), VANGUARD GROUP INC (6.04Mn), STATE STREET CORP (5.03Mn), Inflection Point Holdings II LLC (3.12Mn), JANE STREET GROUP, LLC (2.29Mn), GEODE CAPITAL MANAGEMENT, LLC (2.17Mn), BANK OF AMERICA CORP /DE/ (1.60Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.39Mn).