USA Rare Earth
Builds a rare-earth chain from mined feedstock to metals, alloys, and permanent magnets.
$18.04
After-hours close+0.04 (+0.22%)
At close$18.00(−6.49%)
Something off on this page? Send us feedback.
Breakdown13F · Form 4
Institutions 108.30%Insiders 12.79%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 132.64M · Float —
Institutions13F, as of Jun 30, 2026
441 holders · 143.65M shares · 132 new positions · 282 increased · 69 reduced · 47 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 15.56M | 11.73% | +1.47M | Aug 7, 2026 |
| State Street Corp | 13.52M | 10.19% | +1.46M | Aug 7, 2026 |
| Alyeska Investment Group, L.P. | 11.29M | 8.51% | −5.28M | Aug 14, 2026 |
| UBS Group AG | 8.91M | 6.72% | +5.03M | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 8.91M | 6.72% | +5.71M | Aug 14, 2026 |
| Vanguard Capital Management LLC | 8.24M | 6.21% | −121.4K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 5.50M | 4.14% | +4.09M | Aug 13, 2026 |
| Geode Capital Management, LLC | 4.86M | 3.66% | +540.4K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| The Critical Minerals Trustincl. Mordechai Zev Gutnick | 16.70% | 13.67M | 13D | Mar 27, 2025 ↗ |
| Harraden Circle Investments, LLC | 10.62% | 13G | Feb 25, 2025 ↗ | |
| Newtyn Management, LLC | 8.30% | 13G | Jan 7, 2025 ↗ | |
| Alyeska Investment Group, L.P. | 7.60% | 16.57M | 13G | May 15, 2026 ↗ |
| Gutnick Mordechai Zevincl. Springfield Six One Three LLC, Critical Minerals Trust | 6.80% | 15.58M | 13D | Jun 9, 2026 ↗ |
| BlackRock, Inc. | 5.90% | 12.85M | 13G | Apr 27, 2026 ↗ |
| Michael Blitzerincl. Inflection Point Holdings II LLC | 5.80% | 5.81M | 13D | Sep 17, 2025 ↗ |
| State Street Corporation | 5.50% | 12.07M | 13G | May 12, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Mordechai Zev Gutnick | director | 15.57M | 11.74% | May 21, 2026 |
| Critical Minerals Trust | 10 percent owner | 13.67M | 10.31% | Mar 21, 2025 |
| Inflection Point Holdings II LLC | 10 percent owner, other: See Remarks | 6.30M | 4.75% | Mar 14, 2025 |
| Bayshore Capital Advisors, LLC | 10 percent owner | 1.81M | 1.37% | Sep 18, 2025 |
| Michael Blitzer | director | 859.8K | 0.65% | May 21, 2026 |
| Paul J. Kern | director | 197.2K | 0.15% | May 21, 2026 |
| David Thomas Kronenfeld | officer: Chief Legal Officer | 76.4K | 0.06% | Feb 17, 2026 |
| Stephen James Ridge | officer: Chief Operating Officer | 66.2K | 0.05% | Mar 17, 2025 |
| Thomas Caulfield | director | 55.7K | 0.04% | Jul 7, 2026 |
| William Robert Jr Steele | officer: Chief Financial Officer | 42.0K | 0.03% | May 21, 2026 |
5 ten-percent owners hold 28.88M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 8, 2026 | Carolyn Trabucodirector | Sale | 13,000 | $22.77 | 18,783 |
| Jan 29, 2026 | Michael Blitzerdirector | Purchase | 100,000 | $21.44 | 847,500 |
| Jan 29, 2026 | Carolyn Trabucodirector | Purchase | 1,300 | $22.60 | 1,300 |
CongressHouse and Senate disclosures
Not reported.