USA Rare Earth, Inc.
Ownership
Ownership Structure
Who owns USA Rare Earth, Inc. (USAR)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 48.6% of the shares are freely tradable; institutional investors hold 54.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 4.15 | 15,560,453 | +10.5 | 06/30/2026 |
| State Street Corp | 3.61 | 13,522,226 | +12.1 | 06/30/2026 |
| Alyeska Investment Group, L.P. | 3.01 | 11,290,321 | -31.9 | 06/30/2026 |
| UBS Group AG | 2.38 | 8,913,844 | +129.5 | 06/30/2026 |
| T. Rowe Price Associates, Inc. | 2.38 | 8,913,480 | +178.3 | 06/30/2026 |
| Vanguard Capital Management, LLC | 2.20 | 8,240,608 | -1.5 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 1.47 | 5,495,447 | +290.4 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Stt Strt®SPDR®S&P®Mtls &MngETF | 2.49 | 9,334,032 | +1.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.90 | 7,130,409 | +18.1 | 09/30/2026 |
| iShares Russell 2000 ETF | 1.50 | 5,640,373 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Humpton Barbara | Former Chief Executive Officer | 130,939 | 1,257,014 $ | Oct 2, 2026 | direct |
| Caulfield Thomas | Director | 4,708 | 45,197 $ | Oct 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 2, 2026 | Humpton Barbara | Former Chief Executive Officer | Sell | 88,391 | 13.75 | 1,215,376 |
| Oct 1, 2026 | Humpton Barbara | Former Chief Executive Officer | Other | 31,333 | 13.80 | 432,395 |
| Oct 1, 2026 | Humpton Barbara | Former Chief Executive Officer | Other | 104,443 | 13.80 | 1,441,313 |
| Oct 1, 2026 | Humpton Barbara | Former Chief Executive Officer | Other | 83,554 | 13.80 | 1,153,045 |
| Oct 1, 2026 | Caulfield Thomas | Director | Other | 1,482 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.