USA Rare Earth Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:USAR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Jan 26	BuyUS$2,143,860	Michael Blitzer	Individual	100,000	US$21.44
29 Jan 26	BuyUS$29,379	Carolyn Trabuco	Individual	1,300	US$22.60
13 Aug 25	SellUS$32,946,622	Kingstown Capital Management, LP	Company	2,091,849	US$15.75

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of USAR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	8,500	0.00381%
Private Companies	459,374	0.206%
Individual Insiders	18,811,908	8.43%
Hedge Funds	27,450,746	12.3%
General Public	64,936,866	29.1%
Institutions	111,367,972	49.9%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 145%.

Top Shareholders

Top 25 shareholders own 58% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.97%	Mordechai Gutnick	15,550,262	US$457.6m	13.8%	no data
6.51%	Inflection Point Asset Management LLC	14,517,500	US$427.3m	2,480%	no data
6.32%	BlackRock, Inc.	14,085,395	US$414.5m	121%	no data
5.8%	Alyeska Investment Group, L.P.	12,933,246	US$380.6m	-22%	0.9%
5.41%	State Street Global Advisors, Inc.	12,065,748	US$355.1m	140%	0.01%
3.92%	Bayshore Capital Advisors, LLC	8,743,216	US$257.3m	1.63%	70.24%
3.75%	Vanguard Capital Management, LLC	8,361,996	US$246.1m	0%	no data
2.18%	University of Pennsylvania	4,854,970	US$142.9m	0%	35.7%
1.94%	Geode Capital Management, LLC	4,317,842	US$127.1m	99%	0.01%
1.9%	Hood River Capital Management LLC	4,242,941	US$124.9m	0%	0.98%
1.8%	UBS Asset Management AG	4,010,979	US$118.0m	197%	0.01%
1.44%	T. Rowe Price Group, Inc.	3,203,355	US$94.3m	4,870%	0.01%
1.4%	Kingstown Capital Management, LP	3,125,000	US$92.0m	0%	38.38%
1.05%	Newtyn Management, LLC	2,339,613	US$68.9m	101,000%	5.47%
1.04%	W. H. Reaves & Co., Inc.	2,320,000	US$68.3m	0%	1.08%
0.88%	Tready Smith	1,966,361	US$57.9m	0%	no data
0.71%	Citigroup Inc.	1,574,877	US$46.3m	21.4%	0.02%
0.65%	Charles Schwab Investment Management, Inc.	1,449,933	US$42.7m	84%	no data
0.65%	Capital Research and Management Company	1,448,244	US$42.6m	0%	no data
0.65%	Marex Group plc	1,445,225	US$42.5m	0%	0.3%
0.64%	Bank of America Corporation	1,422,926	US$41.9m	-11.1%	0.01%
0.64%	AllianceBernstein L.P.	1,422,270	US$41.9m	41.9%	0.01%
0.63%	Vanguard Portfolio Management, LLC	1,407,517	US$41.4m	0%	no data
0.61%	Northern Trust Global Investments	1,367,320	US$40.2m	109%	no data
0.53%	Vanguard Fiduciary Trust Company	1,180,284	US$34.7m	87.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/02 22:25
End of Day Share Price	2026/06/02 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

USA Rare Earth, Inc. is covered by 8 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Subhasish Chandra	Benchmark Company
George Gianarikas	Canaccord Genuity
Derek Soderberg	Cantor Fitzgerald & Co.