— Know what they know.
Not Investment Advice
Also trades as: USARW (NASDAQ) · $vol 1M

USAR NASDAQ

USA Rare Earth Inc
1W: -2.2% 1M: -4.4% 3M: +41.0% YTD: +71.7% 1Y: +157.9%
$25.30
+1.01 (+4.16%)
 
Weekly Expected Move ±15.8%
$17 $21 $24 $28 $32
NASDAQ · Basic Materials · Industrial Materials · Alpha Radar Buy · Power 61 · $2.4B mcap · 69M float · 22.61% daily turnover · Short 52% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
352
Institutions Holding
+78 vs prior
59.2%
Ownership
+27.65%
116 New
99 Increased
96 Reduced
64 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-05-21 Steele William Robert Jr officer: chief financial officer F-Tax Withholding 33,825 $22.57 $763K Filing
2026-05-15 Gutnick Mordechai Zev director A-Grant/Award 939,618 $— $0 Filing
2026-05-15 Kern Paul J director A-Grant/Award 11,211 $— $0 Filing
2026-04-15 Gutnick Mordechai Zev director A-Grant/Award 939,618 $— $0 Filing
2026-04-15 Gutnick Mordechai Zev director A-Grant/Award 939,618 $— $0 Filing
2026-04-15 Kern Paul J director A-Grant/Award 11,211 $— $0 Filing
2026-02-12 Kronenfeld David Thomas officer: chief legal officer J-Other 6,977 $21.50 $150K Filing
2026-01-29 Trabuco Carolyn director P-Purchase 1,300 $22.60 $29K Filing
2026-01-29 BLITZER MICHAEL director P-Purchase 100,000 $21.44 $2.1M Filing
2026-01-01 Inflection Point Holdings II LLC other J-Other 562,500 $— $0 Filing
2026-01-01 BLITZER MICHAEL director J-Other 562,500 $— $0 Filing
2025-09-15 Bayshore Rare Earths II, LLC 10% owner J-Other 1,811,814 $— $0 Filing
2025-09-15 Bayshore Capital Advisors, LLC 10% owner J-Other 1,811,814 $— $0 Filing
2025-09-15 Bayshore Rare Earths II, LLC 10% owner J-Other 5,904,264 $— $0 Filing
2025-09-15 Bayshore Capital Advisors, LLC 10% owner J-Other 5,904,264 $— $0 Filing
2025-09-15 Inflection Point Holdings II LLC other J-Other 3,125,000 $— $0 Filing
2025-09-15 BLITZER MICHAEL director J-Other 3,125,000 $— $0 Filing
2025-08-13 Inflection Point Holdings II LLC 10% owner S-Sale 2,091,849 $15.75 $32.9M Filing
2025-08-13 BLITZER MICHAEL director S-Sale 2,091,849 $15.75 $32.9M Filing
2025-08-13 Inflection Point Holdings II LLC 10% owner M-Option Exercise 2,091,849 $— $0 Filing
2025-08-13 BLITZER MICHAEL director M-Option Exercise 2,091,849 $— $0 Filing
2025-03-13 Kern Paul J director J-Other 4,699 $— $0 Filing
2025-03-13 Smith Tready director A-Grant/Award 37,073 $— $0 Filing
2025-03-13 Smith Tready director A-Grant/Award 11,808,529 $— $0 Filing
2025-03-13 Ridge Stephen James officer: chief operating officer A-Grant/Award 66,162 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 14,085,618 $213M +7,699,541 2026-03-31 Filing
STATE STREET CORP 12,065,748 $183M +7,032,882 2026-03-31 Filing
Bayshore Capital Advisors, LLC 8,743,216 $132M +139,999 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 8,361,996 $127M +8,361,996 2026-03-31 Filing
Hood River Capital Management LLC 4,242,941 $79M +4,242,941 2026-03-31 Filing
TRUSTEES OF THE UNIVERSITY OF PENNSYLVAN 4,854,970 $73M +4,854,970 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 4,317,842 $65M +2,147,745 2026-03-31 Filing
UBS Group AG 3,883,815 $59M +2,604,437 2026-03-31 Filing
REAVES W H & CO INC 2,320,000 $35M +2,320,000 2026-03-31 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,449,933 $22M +661,968 2026-03-31 Filing
Marex Group plc 1,445,225 $22M +1,445,225 2026-03-31 Filing
BANK OF AMERICA CORP /DE 1,422,926 $22M -177,197 2026-03-31 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 1,407,517 $21M +1,407,517 2026-03-31 Filing
NORTHERN TRUST CORP 1,367,320 $21M +712,937 2026-03-31 Filing
Capital World Investors 1,448,244 $19M +1,448,244 2026-03-31 Filing
VANGUARD FIDUCIARY TRUST CO 1,180,284 $18M +1,180,284 2026-03-31 Filing
ALTFEST L J & CO INC 1,168,854 $18M -45,000 2026-03-31 Filing
ADAGE CAPITAL PARTNERS GP, L.L.C. 1,160,000 $18M +1,160,000 2026-03-31 Filing
Weiss Asset Management LP 1,130,000 $17M +1,130,000 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 1,009,146 $15M +95,934 2026-03-31 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms