§ METALS & MINING
USD · Metals & Mining

USAR

USA RARE EARTH INC
USDSector · Metals & MiningBeta · 2.52
LAST
n/a
n/aPREV CLOSE · n/a
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
291 increased/new, 72 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/B3.50EPS (TTM)-3.88
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Alyeska Investment Group, L.P.16.6M0.7%+113%
BlackRock, Inc.14.1M0.0%+121%
State Street12.1M0.0%+140%
Bayshore Capital Advisors, LLC8.7M55.8%+2%
VANGUARD CAPITAL MANAGEMENT LLC8.4Mn/an/a
Hood River Capital Management LLC4.2M0.8%n/a
◇ AC INTELLIGENCE

Top institutional owners for USAR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER97.4% · 0 holders
OTHER1.6% · 243 holders
DEALER / BANK0.4% · 32 holders
PASSIVE / INDEX0.3% · 8 holders
SYSTEMATIC / QUANT0.1% · 9 holders
TACTICAL / MACRO0.1% · 6 holders
QUALITY / COMPOUNDER0.1% · 13 holders
ACTIVIST0.0% · 1 holder
INCOME / DEFENSIVE0.0% · 12 holders
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
◇ AC INTELLIGENCE

No Form 4 filings on record for USAR in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES