USAR USA Rare Earth, Inc.
USA Rare Earth, Inc. (USAR) Institutional Ownership
What the institutions did with USAR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Bayshore Capital Advisors, LLC | 4.4M | 40.0% |
| ALTFEST L J & CO INC | 1.3M | 11.4% |
| CITIGROUP INC | 1.0M | 9.4% |
| ALPS ADVISORS INC | 481.3K | 4.4% |
| UNICOM Systems, Inc. | 459.4K | 4.2% |
| HOHIMER WEALTH MANAGEMENT, LLC | 409.3K | 3.7% |
| Sovran Advisors, LLC | 339.1K | 3.1% |
| Overbrook Management Corp | 223.4K | 2.0% |
| NLB Skladi, upravljanje premozenja, d.o.o. | 162.2K | 1.5% |
| Cambridge Investment Research Advisors, Inc. | 123.4K | 1.1% |
| Dynamic Advisor Solutions LLC | 116.7K | 1.1% |
| Leonteq Securities AG | 113.1K | 1.0% |
| Creative Planning | 105.5K | 1.0% |
| Weaver Capital Management LLC | 100.0K | 0.9% |
| Acasta Partners UK LLP | 97.9K | 0.9% |
| MFG WEALTH MANAGEMENT, INC. | 97.8K | 0.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 96.2K | 0.9% |
| IFP Advisors, Inc | 85.6K | 0.8% |
| RFG Advisory, LLC | 75.7K | 0.7% |
| State of New Jersey Common Pension Fund D | 68.6K | 0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 58.7K | 0.5% |
| ARIZONA STATE RETIREMENT SYSTEM | 53.4K | 0.5% |
| OAK RIDGE INVESTMENTS LLC | 50.8K | 0.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 50.1K | 0.5% |
| PKO Investment Management Joint-Stock Co | 48.5K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ALPS ADVISORS INC | Increased | 233.1K | 481.3K | +248.3K |
| Overbrook Management Corp | New | 0 | 223.4K | +223.4K |
| CITIGROUP INC | Reduced | 1.2M | 1.0M | -205.0K |
| SIMPLEX TRADING, LLC | Reduced | 187.4K | 14.1K | -173.3K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 230.4K | 123.4K | -107.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold Out | 60.2K | 0 | -60.2K |
| D.A. DAVIDSON & CO. | Sold Out | 57.9K | 0 | -57.9K |
| Allspring Global Investments Holdings, LLC | Reduced | 71.9K | 16.6K | -55.2K |
| Shade Tree Advisors LLC | Sold Out | 52.5K | 0 | -52.5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | New | 0 | 50.1K | +50.1K |
| PKO Investment Management Joint-Stock Co | New | 0 | 48.5K | +48.5K |
| Dynamic Advisor Solutions LLC | Increased | 70.6K | 116.7K | +46.0K |
| Leonteq Securities AG | Increased | 69.5K | 113.1K | +43.6K |
| Perigon Wealth Management, LLC | Reduced | 62.4K | 25.8K | -36.6K |
| Walser Wealth Management Company, A Ltd Liability Co | Sold Out | 29.5K | 0 | -29.5K |
| Vise Technologies, Inc. | New | 0 | 26.8K | +26.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 26.7K | +26.7K |
| Pictet Asset Management Holding SA | Reduced | 54.4K | 29.1K | -25.3K |
| Creative Planning | Increased | 81.7K | 105.5K | +23.8K |
| Credit Capital Investments LLC | New | 0 | 23.0K | +23.0K |
| Caitong International Asset Management Co., Ltd | Reduced | 21.8K | 336 | -21.4K |
| FNY Investment Advisers, LLC | Reduced | 30.9K | 10.1K | -20.8K |
| SLT Holdings LLC | Sold Out | 18.4K | 0 | -18.4K |
| Verity Asset Management, Inc. | Sold Out | 18.1K | 0 | -18.1K |
| IFP Advisors, Inc | Increased | 67.9K | 85.6K | +17.7K |
| WEDBUSH SECURITIES INC | New | 0 | 17.6K | +17.6K |
| Cornerstone Wealth Management, LLC | Reduced | 50.8K | 34.0K | -16.9K |
| RFG Advisory, LLC | Increased | 59.8K | 75.7K | +15.8K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 26.9K | 11.1K | -15.8K |
| Bayshore Capital Advisors, LLC | Reduced | 4.4M | 4.4M | -15.8K |
| Perpetual Ltd | Sold Out | 15.1K | 0 | -15.1K |
| TRUIST FINANCIAL CORP | Sold Out | 14.6K | 0 | -14.6K |
| J. Safra Sarasin Holding AG | New | 0 | 13.4K | +13.4K |
| Counterpoint Mutual Funds LLC | Sold Out | 12.1K | 0 | -12.1K |
| LJI Wealth Management, LLC | New | 0 | 12.0K | +12.0K |
| Quantum Private Wealth, LLC | Increased | 12.6K | 24.5K | +11.9K |
| State of New Jersey Common Pension Fund D | Increased | 57.1K | 68.6K | +11.5K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 10.9K | 0 | -10.9K |
| Gunderson Capital Management LLC | New | 0 | 10.4K | +10.4K |
| HOHIMER WEALTH MANAGEMENT, LLC | Increased | 398.9K | 409.3K | +10.4K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 14.9K | 25.2K | +10.3K |
| AVAII WEALTH MANAGEMENT, LLC | Sold Out | 10.3K | 0 | -10.3K |
| 111 Capital | New | 0 | 10.2K | +10.2K |
| Vontobel Holding Ltd. | Increased | 13.4K | 23.6K | +10.1K |
| Concurrent Investment Advisors, LLC | Increased | 25.2K | 35.3K | +10.1K |
| Advisory Solutions Group, LLC | New | 0 | 10.0K | +10.0K |
| Kingsbury Capital Investment Advisors LLC | Reduced | 55.4K | 45.4K | -10.0K |
| HUB Investment Partners, LLC | New | 0 | 9.2K | +9.2K |
| Golden State Wealth Management, LLC | Reduced | 7.0K | 5 | -7.0K |
| Sterling Capital Management LLC | Increased | 682 | 7.2K | +6.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 12.6K | 18.2K | +5.6K |
| Farther Finance Advisors, LLC | Increased | 13.3K | 18.8K | +5.5K |
| Pilgrim Partners Asia Pte Ltd | Reduced | 26.0K | 20.6K | -5.4K |
| MFG WEALTH MANAGEMENT, INC. | Increased | 92.4K | 97.8K | +5.4K |
| SBI Securities Co., Ltd. | Increased | 8.5K | 13.9K | +5.3K |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 48.1K | 53.4K | +5.3K |
| Brookstone Capital Management | Increased | 11.0K | 16.3K | +5.3K |
| MARINER INVESTMENT GROUP LLC | Reduced | 15.0K | 10.0K | -5.0K |
| Corecam Pte. Ltd. | Increased | 14.7K | 19.6K | +4.9K |
| Kestra Advisory Services, LLC | Increased | 18.5K | 23.3K | +4.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.