Guru Ownership Trend
Guru Analysis for USA Rare Earth, Inc. (USAR)
USA Rare Earth, Inc. (USAR), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.02 M.
Top institutional holders include Renaissance Technologies (RenTech) and Ray Dalio.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $60.61 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 313.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for USA Rare Earth, Inc. (USAR)
Major holders include Renaissance Technologies (RenTech) ($85.26 M), Ray Dalio ($4.03 M), George Soros ($673,749). According to the latest reported data, 4 tracked investment managers collectively hold approximately 4.19 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $60.61 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited USAR. The total reported sell value was $4.64 M.
Yes, 0 managers opened new positions in USAR, and 4 increased their existing holdings. The total reported buy value was $65.26 M.