USA Rare Earth, Inc. (USAR)
Nasdaq: USAR · Metal Mining · Stillwater, OK · filing with the SEC since 2023
Who owns USA Rare Earth, Inc.
As filed with the SECHolders of 5% or more
6
Serra Verde Rare Earths Ltd. holds 12.5% of Common Stock, par value $0.0001 per share, as its SCHEDULE 13G filed Sep 11, 2026 says.
Directors and officers
16
report now, of 24 people on the record since 2023. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 6 named at left.
Holders of 5% or moreshare of the class, as filed
Serra Verde Rare Earths Ltd.
SCHEDULE 13G · filed Sep 11, 2026 · Common Stock, par value $0.0001 per share
VB (Rare Earths) Ltd
SCHEDULE 13D · filed Sep 11, 2026 · Common Stock, par value $0.0001
EMG Fund V SVRE Holdings, LLC
SCHEDULE 13G · filed Sep 11, 2026 · Common Stock, par value $0.0001 per share
Gutnick Mordechai Zev
SCHEDULE 13D/A · filed Jun 9, 2026 · Common Stock, par value $0.0001 · 16.7% in Mar 27, 2025
Michael Blitzer
SCHEDULE 13D/A · filed Sep 17, 2025 · Common Stock, par value $0.0001 per share · 7.1% in Aug 15, 2025
State Street Corporation
SCHEDULE 13G · filed May 12, 2026 · COMMON STOCK
Alyeska Investment Group, L.P.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, par value $0.0001 · reported falling below 5%, from 7.6% in May 15, 2026
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 27, 2026 · Class A Stock · reported falling below 5%, from 5.9% in Apr 27, 2026
Tready A. Smith
SCHEDULE 13G/A · filed Apr 23, 2026 · Common Stock, par value $0.0001 per share · reported falling below 5%, from 8.89% in Sep 17, 2025
Harraden Circle Investments, LLC
SCHEDULE 13G/A · filed May 15, 2025 · Class A Common Stock · reported falling below 5%, from 1.08% in Mar 18, 2025
Newtyn Management, LLC
SCHEDULE 13G/A · filed Aug 14, 2025 · Common Stock, par value $0.0001 per share · reported falling below 5%, from 8.3% in Jan 7, 2025
First Trust Merger Arbitrage Fund
SCHEDULE 13G/A · filed Feb 14, 2025 · Class A Ordinary Shares, par value $0.0001 per share ("Ordinary Shares") · reported falling below 5%
Westchester Capital Management, LLC
SCHEDULE 13G/A · filed Feb 14, 2025 · Class A ordinary shares, $0.0001 par value per share · reported falling below 5%
Goldman Sachs Group Inc.
SCHEDULE 13G/A · filed Feb 14, 2025 · Class A ordinary shares, par value $0.0001 per share · reported falling below 5%
AQR Capital Management, LLC
SCHEDULE 13G/A · filed Feb 13, 2025 · Class A ordinary shares, par value $0.0001 per share · reported falling below 5%
Cowen And Company, LLC
SCHEDULE 13G/A · filed Feb 13, 2025 · Class A ordinary shares, par value $0.0001 per share · reported falling below 5%
Wealthspring Capital LLC
SCHEDULE 13G/A · filed Feb 13, 2025 · Class A Ordinary Shares, par value $0.0001 per share · reported falling below 5%
What USAR reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Indian Ocean Rare Earth Metals Pte. Ltd.
A company bought · acquisition · Nov 2025 · owns, named in the 10-K filed Mar 30, 2026
12 subsidiaries in 4 countries, from the list filed with the 10-K filed Mar 30, 2026.
Insider tradesForm 4
2sales
2purchases
0sales on a scheduled plan
2people selling
$1.5Msold, in dollars
$2.2Mbought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 40 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Humpton Barbara | Former Chief Executive Officer | 1 | $1.2M | 0 | 0 | $0 |
| Trabuco Carolyn | director | 1 | $300,000 | 0 | 1 | $0 |
| Blitzer Michael | Chairman and CEO | 0 | $0 | 0 | 1 | $2.1M |