How many institutional investors hold USAR?

6 tracked institutional investors disclosed a position in USAR (USA RARE EARTH INC) in their most recent 13F filing.

Who is the largest institutional holder of USAR?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in USAR, valued at $121M.

Where does this USAR ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

USAR — USA RARE EARTH INC

Name: USA RARE EARTH INC (USAR) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying USAR?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 2 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their USAR position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence

+2 tracked investors added or increased positions last quarter (George Soros, Ray Dalio)
+6 tracked investors reported holding USAR at their latest filing
+Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource

Contradicting evidence — always shown

−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About USA RARE EARTH INC (USAR)

USA RARE EARTH INC (USAR) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $121M. Across recent filings, tracked investors recorded 2 new positions, 2 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in USAR

/100

Strong Institutional Accumulation

Added / Increased4

Reduced1

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track USAR

/100

Moderate Interest

6investors

Several tracked investors have exposure.

UndiscoveredCrowded

151015+

USAR Ownership Composition

How USA RARE EARTH INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Multi-Strategy / Quant

94% of tracked value

Institutions

tracked investors

Total Reported

$158.1M

combined 13F value

Multi-Strategy / Quant94.4%
Macro5.6%

Multi-Strategy / Quant(3)

94.4%

Macro(3)

5.6%

Tracked investors currently reporting USAR

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	5.6M	$121M	0.01%	Jun 30, 2026
Steve Cohen	Point72 Asset Management	844.9K	$18.2M	0.02%	Jun 30, 2026
Izzy Englander	Millennium Management	467.1K	$10.1M	0.00%	Jun 30, 2026
Paul Tudor Jones	Tudor Investment Corp	189.8K	$4.1M	0.01%	Jun 30, 2026
Ray Dalio	Bridgewater Associates	187K	$4M	0.02%	Jun 30, 2026
George Soros	Soros Fund Management	31.2K	$673.7K	0.01%	Jun 30, 2026

Ken GriffinJun 30, 2026
Citadel Advisors
Shares
5.6M
Value
$121M
% Portfolio
0.01%
Steve CohenJun 30, 2026
Point72 Asset Management
Shares
844.9K
Value
$18.2M
% Portfolio
0.02%
Izzy EnglanderJun 30, 2026
Millennium Management
Shares
467.1K
Value
$10.1M
% Portfolio
0.00%
Paul Tudor JonesJun 30, 2026
Tudor Investment Corp
Shares
189.8K
Value
$4.1M
% Portfolio
0.01%
Ray DalioJun 30, 2026
Bridgewater Associates
Shares
187K
Value
$4M
% Portfolio
0.02%
George SorosJun 30, 2026
Soros Fund Management
Shares
31.2K
Value
$673.7K
% Portfolio
0.01%

Recent activity

Investor	Action	Δ %	Current value	Filing date
George Soros	New	—	$317.7K	May 15, 2026
George Soros	Increased	48.74%	$673.7K	Aug 14, 2026
Ray Dalio	New	—	$3.2M	Feb 13, 2026
Ray Dalio	Reduced	-36.09%	$2.6M	May 15, 2026
Ray Dalio	Increased	7.16%	$4M	Aug 14, 2026

George Soros
New
$317.7KMay 15, 2026
George Soros
Increased
$673.7K(48.74%)Aug 14, 2026
Ray Dalio
New
$3.2MFeb 13, 2026
Ray Dalio
Reduced
$2.6M(-36.09%)May 15, 2026
Ray Dalio
Increased
$4M(7.16%)Aug 14, 2026

Frequently asked questions

How many institutional investors hold USAR?: 6 tracked institutional investors disclosed a position in USAR (USA RARE EARTH INC) in their most recent 13F filing.
Who is the largest institutional holder of USAR?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in USAR, valued at $121M.
Did institutional ownership of USAR increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 2 increased, 1 reduced, and 0 fully exited USAR.
Where does this USAR ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.