# USA RARE EARTH INC (USAR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USAR/

- Reporting holders: 16
- Reported value: $6.9M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $3.1M | 223,354 | 0.5% | 1 |
| [Acasta Partners UK LLP](https://holderbook.com/funds/2090007-acasta-partners-uk-llp/) | $1.4M | 97,900 | 0.6% | 2 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $1.4M | 97,782 | 1.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $345.7K | 24,137 | 0.2% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $265.1K | 18,829 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $117.3K | 8,329 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $80.8K | 5,738 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $77.9K | 5,531 | 0.0% | 2 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $70.4K | 5,000 | 0.0% | 3 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $24.2K | 1,755 | 0.0% | 5 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $15.5K | 1,104 | 0.0% | 3 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $14.1K | 1,000 | 0.0% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $8.7K | 615 | 0.0% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $4.0K | 283 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.7K | 264 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $732 | 52 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $6.9M |
| Q2 2026 | 406 | $4.1B |
| Q1 2026 | 322 | $2.4B |
| Q4 2025 | 237 | $975.0M |
| Q3 2025 | 149 | $778.8M |
| Q2 2025 | 54 | $191.0M |
| Q1 2025 | 14 | $13.3M |