USAR — USA Rare Earth Inc Institutional Holders · Q3 2026
Who owns USA Rare Earth Inc (USAR)? 18 institutions reported holding $6.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Overbrook Management Corp ($3.1M), Acasta Partners UK LLP ($1.4M), Mfg Wealth Management, Inc. ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Overbrook Management Corp | $3.1M | 223,354 | New |
| 2 | Acasta Partners UK LLP | $1.4M | 97,900 | Hold |
| 3 | MFG WEALTH MANAGEMENT, INC. | $1.4M | 97,782 | Added |
| 4 | GK Wealth Management LLC | $345,721 | 26,437 | Added |
| 5 | Farther Finance Advisors, LLC | $265,108 | 18,829 | Added |
| 6 | CoreCap Advisors, LLC | $117,272 | 8,329 | Trimmed |
| 7 | GAMMA Investing LLC | $80,791 | 5,738 | Added |
| 8 | Planning Strategies Inc. | $77,876 | 5,531 | Added |
| 9 | Hickory Point Bank & Trust | $70,400 | 5,000 | Hold |
| 10 | Bullock Wealth Management Group | $24,219 | 1,755 | Hold |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $15,545 | 1,104 | Hold |
| 12 | Grove Bank & Trust | $14,080 | 1,000 | Hold |
| 13 | Investors Research Corp | $8,659 | 615 | Hold |
| 14 | Versant Capital Management, Inc | $3,985 | 283 | New |
| 15 | MassMutual Private Wealth & Trust, FSB | $3,717 | 264 | Added |
| 16 | Rosenberg Matthew Hamilton | $732 | 52 | New |
| 17 | AVAII WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
| 18 | TOTH FINANCIAL ADVISORY CORP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30