USA Rare Earth
USAR
13.23
-0.51
-3.71%
USA Rare Earth
US · USAR
#2115 by market cap
Listed 2023
13.23
-0.51
-3.71%
Live - 5344 symbols - heartbeat 548s ago
· 2026-10-08 08:30
Pre-market
13.09
-1.06%
After-hours
13.28
+0.38%
Overnight
13.09
-1.06%
- Market cap
- 4.96B
- P/E (TTM)i
- -10.35
- P/Bi
- 1.96
- EPSi
- -2.19
- Div yieldi
- 0.00%
- 52W posi
- 5%
Reader sentiment
Are you bullish or bearish on USAR?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions increased by 5 in the most recent period (2026/Q3).
- Total institutional ownership rose 43.0 percentage points.
Institutional ownership
- Held by institutions
- 99.63% +42.99pp
- Institutions
- 449 +5
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund52.94%
VC/PE Fund31.13%
Hedge Fund9.60%
Individual/Insider7.70%
Public Company4.04%
Private Company0.83%
Government Pension Fund0.36%
Sovereign Wealth Fund0.34%
Family Office/Trust0.22%
Top holders as of 2026-09-03
Denham Capital Management LP
19.19% · 46.96M sh
Vision Blue Resources Ltd.
12.07% · 29.54M sh
EMG Fund II Management, L.P.
11.94% · 29.22M sh
Mordechai Gutnick
6.37% · 15.58M sh
BlackRock
6.36% · 15.56M sh
State Street Global Advisors
5.53% · 13.52M sh
Alyeska Investment Group, L.P.
4.61% · 11.29M sh
Vanguard Capital Management, LLC
3.89% · 9.53M sh
T. Rowe Price Group, Inc.
3.85% · 9.43M sh
UBS Asset Management
3.75% · 9.17M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 40 buys · 8 sells
| Name | Role | Stake |
|---|---|---|
| Denham Capital Management LP | -- | 19.19% |
| Mordechai Gutnick | Independent Director | 6.37% |
| Michael Blitzer | Independent Chairperson | 0.36% |
| David Kronenfeld | Chief Legal Officer & Company Secretary | 0.05% |
| Thomas Caulfield | Director | 0.02% |
| William Steele | Chief Financial Officer | 0.02% |
| Otto Schwethelm | Independent Director | 0.01% |
| Michael Senft | Independent Director | 0.01% |
| Carolyn Trabuco | Independent Director | 0.01% |
| Joshua Ballard | Chief Executive Officer | -- |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-10-01 | Barbara Humpton | Chief Executive Officer | Derivative Exercise and Sale | -88,391 | $13.75–13.80 |
| 2026-10-01 | Barbara Humpton | Chief Executive Officer | Intent to Sell (Form 144) | -88,391 | $13.75 |
| 2026-09-30 | Barbara Humpton | Chief Executive Officer | Derivative Exercise and Retained | +130,939 | $13.80 |
| 2026-09-30 | Valerie Jacob | Chief Legal Officer | Other Derivative Acquisition | +14,493 | -- |
| 2026-09-30 | Thrasyvoulos Moraitis | -- | Other Derivative Acquisition | +471,015 | -- |
| 2026-09-02 | Michael Davis | Director | Other Derivative Acquisition | +6,959 | -- |
| 2026-09-02 | Denham Capital Management LP | -- | Initial Statement of Beneficial | 0 | -- |
| 2026-08-18 | Carolyn Trabuco | Independent Director | Other Derivative Acquisition | +2,059 | -- |
| 2026-07-18 | Michael Blitzer | Independent Chairperson | Other Derivative Acquisition | +164,780 | -- |
| 2026-07-06 | Thomas Caulfield | Director | Other Acquisition | +271 | -- |
| 2026-06-07 | Carolyn Trabuco | Independent Director | Open Market Disposition | -13,000 | $22.77 |
| 2026-06-02 | Otto Schwethelm | Independent Director | Other Derivative Acquisition | +6,438 | -- |
| 2026-06-02 | Thomas Caulfield | Director | Other Acquisition | +407 | -- |
| 2026-06-02 | Thomas Caulfield | Director | Other Derivative Acquisition | +6,438 | -- |
| 2026-06-02 | Thomas Caulfield | Director | Derivative Exercise and Retained | +2,548 | -- |
| 2026-06-02 | Michael Senft | Independent Director | Other Derivative Acquisition | +6,438 | -- |
| 2026-06-02 | Carolyn Trabuco | Independent Director | Other Derivative Acquisition | +6,438 | -- |
| 2026-06-02 | Michael Blitzer | Independent Chairperson | Other Derivative Acquisition | +6,438 | -- |
| 2026-05-20 | William Steele | Chief Financial Officer | Derivative Exercise and Sale | -33,825 | $22.57 |
| 2026-05-19 | Otto Schwethelm | Independent Director | Derivative Exercise and Retained | +30,483 | $22.57 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:30:18 · For reference only, not investment advice and not tailored to your situation.