$USAR

$8.91 -$0.42 (4.5%) Close

$USAR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 230.1M shares outstanding

Who owns USAR?

By type of holder

Institutions 59.8% Insiders 0.1% Everyone else 40.1%

Concentration Top 10 holders own 66.4%

Vision Blue Resources Ltd 12.8% · VB (Rare Earths) Ltd 12.8%

Institutional ownership

59.8%

+4.3 pts vs last qtr

Institutional holders

394

+76 vs last qtr

Net shares bought

+10.0M

by institutions in Q2 2026

New / sold out

124 / 48

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +5.7M
UBS Group AG +5.0M

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. −5.3M
Trustees of the University of Pennsylvania −4.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$114M

5 notices from 4 people

Shares covered

4.3M

1.85% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Critical Minerals Trust Affiliate $105M
Bayshore Capital Advisors, LLC Director $7.62M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+64.6%

+64.64% a year

Each share's claim on the business

−39.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$247M vs $10.5M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years58% Under 1 year42%

Quarterly turnover

24.6%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting USAR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AI Alyeska Investment Group, L.P.	11.3M	4.91%	−5.3M (−31.9%)	2025	0.6%
Shares held by quarter Peak holding16.6M (Q1'26) Change over 8 quarters+11.3M Share of the company4.910% Alyeska Investment Group, L.P.'s full portfolio →
B BlackRock, Inc.	15.6M	6.76%	+1.5M (+10.5%)	2025	0.0%
Shares held by quarter Peak holding15.6M (Q2'26) Change over 8 quarters+15.6M Share of the company6.760% BlackRock, Inc.'s full portfolio →

Alyeska Investment Group, L.P.

11.3M

% of company

4.91%

Change vs last qtr

−5.3M (−31.9%)

Held since

2025

BlackRock, Inc.

15.6M

% of company

6.76%

Change vs last qtr

+1.5M (+10.5%)

Held since

2025

28 more super investors behind a free account

See every manager holding USA Rare Earth, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting USAR on Form N-PORT; together they hold 23.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Metals & Mining ETF SPDR Series Trust	$196M	9.1M	3.94%	4.47%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$130M	6.0M	2.62%	0.01%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Metals & Mining ETF

SPDR Series Trust

Position value

$196M

% of company

3.94%

% of the fund

4.47%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$130M

% of company

2.62%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding USA Rare Earth, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
VB Vision Blue Resources Ltd 5%+ holder 13D · 7.9%	29.5M	12.84%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company12.840% Disclosed stake13D · 7.9% View the 13D/G filing →
V( VB (Rare Earths) Ltd 5%+ holder 13D · 7.9%	29.5M	12.84%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company12.840% Disclosed stake13D · 7.9% View the 13D/G filing →

Vision Blue Resources Ltd

5%+ holder13D · 7.9%

29.5M

% of company

12.84%

Change vs last qtr

—

Held since

—

VB (Rare Earths) Ltd

5%+ holder13D · 7.9%

29.5M

% of company

12.84%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of USA Rare Earth, Inc..

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