Companies / USA Rare Earth, Inc.

USA Rare Earth, Inc.

Nasdaq: USARCIK 1970622STILLWATER, OK

Financials · FY2025

Revenue$1.64M
Net income$-298.52M
Total debt—
Cash$1.53B
Diluted EPS$-3.31
Shares outstanding244.7M

Ownership

244.7M shares outstanding · as of Aug 4, 2026
0.48%Insiders
Ownership
Insiders0.48%1,168,130
10%+ / strategic3.19%7,797,613
Institutions32.52%79,573,675
Public float63.82%156,180,681

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 8

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Insider% of sharesShares
Blitzer MichaelDirector
0.35%847,500
Kern Paul JDirector
0.09%209,518
Kronenfeld David ThomasChief Legal Officer
0.03%76,374
Schwethelm Otto CDirector
0.01%30,483
Caulfield ThomasDirector
<0.01%2,955
Trabuco CarolynDirector
<0.01%1,300
Inflection Point Holdings II LLC—
——
Jacob ValerieChief Legal Officer
——

Institutional holders 246

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HolderValue% of shares
BlackRock, Inc.$335.79M6.36%
State Street Corporation$291.81M5.53%
Bayshore Capital Advisors, LLC$102.38M3.52%
Alyeska Investment Group, L.P.$92.79M3.19%
Vanguard Group Inc$71.83M2.47%
Geode Capital Management, LLC$65.37M1.76%
Inflection Point Holdings II LLC$37.19M1.28%
Bank of America Corp /De$19.04M0.65%
Adage Capital Partners Gp, L.L.C.$17.56M0.47%
Weiss Asset Management LP$17.10M0.46%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Jan 29, 2026Blitzer Michael
Director
BuyCommon Stock, par value $0.0001 per share$2.14M+100K
+13.38%
847,500
0.35% of shares
high
May 20, 2026Kern Paul J
Director
ExerciseCommon Stock, par value $0.0001 per share$410.8K+18K
+10.17%
197,234
0.08% of shares
low
May 20, 2026Schwethelm Otto C
Director
ExerciseCommon Stock, par value $0.0001 per share$410.8K+18K
18,199
<0.01% of shares
low
May 20, 2026Kern Paul J
Director
ExerciseCommon Stock, par value $0.0001 per share$277.2K+12K
+6.23%
209,518
0.09% of shares
low
May 20, 2026Schwethelm Otto C
Director
ExerciseCommon Stock, par value $0.0001 per share$277.2K+12K
+67.50%
30,483
0.01% of shares
low
Feb 12, 2026Kronenfeld David Thomas
Executive
OtherCommon Stock, par value $0.0001 per share$150.0K+7K
+10.05%
76,374
0.03% of shares
low
Jan 29, 2026Trabuco Carolyn
Director
BuyCommon Stock, par value $0.0001 per share$29.4K+1K
1,300
<0.01% of shares
low
Jun 3, 2026Caulfield Thomas
Director
ExerciseCommon Stock, par value $0.0001 per share$0+3K
+626.04%
2,955
<0.01% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Alyeska Investment Group, L.P.Passive13G/A—7,797,613—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
USARCommon StockEquity91733P107BBG01HFW5XW1