USA Rare Earth, Inc. has 16 Schedule 13D or 13G filings on record since 2025-08-14. 7 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Serra Verde Rare Earths Ltd. | 12.5% | 46,809,526 | SCHEDULE 13G, 2026-09-11 | 2026-09-03 |
| VB (Rare Earths) Ltd | 7.9% | 29,544,227 | SCHEDULE 13D, 2026-09-11 | 2026-09-03 |
| EMG Fund V SVRE Holdings, LLC | 7.8% | 29,223,081 | SCHEDULE 13G, 2026-09-11 | 2026-09-03 |
| Gutnick Mordechai Zev | 6.8% | 15,580,745 | SCHEDULE 13D/A, 2026-06-09 | 2026-06-05 |
| BlackRock, Inc. | 5.9% | 12,850,199 | SCHEDULE 13G, 2026-04-27 | 2026-03-31 |
| Michael Blitzer | 5.8% | 5,808,082 | SCHEDULE 13D/A, 2025-09-17 | 2025-09-15 |
| State Street Corporation | 5.5% | 12,065,804 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 |
| Alyeska Investment Group, L.P. | 4.61% | 11,290,321 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Tready A. Smith | 3.97% | 8,663,243 | SCHEDULE 13G/A, 2026-04-23 | 2026-03-31 |
| Newtyn Management, LLC | 0.5% | 444,353 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
Purpose of Transaction (Item 4)
Michael Blitzer
N/AItem 4 of the SCHEDULE 13D/A filed 2025-09-17
Gutnick Mordechai Zev
Item 4 is hereby amended and restated to read as follows: As disclosed in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on April 20, 2026, in connection with the Agreement and Plan of Merger, dated as of April 19, 2026 (the "Merger Agreement"), by and among the Issuer, SVRE Holdings Ltd. ("SVRE") and Middlebury Merger Sub Ltd., Mr. Gutnick entered into a Voting and Support Agreement, dated as of April 19, 2026 (the "Voting Agreement"), with SVRE. Pursuant to the Voting Agreement, Mr. Gutnick agreed, among other things, to vote all of his Shares in favor of the transactions contemplated by the Merger Agreement, including the issuance of Common Stock pursuant thereto, and agreed to certain restrictions on the transfer of his Shares, subject to the terms and conditions set forth therein. The Voting Agreement will terminate upon the earlier of the effective time of the merger contemplated by the Merger Agreement and the termination of the Merger Agreement in accordance with its terms. The foregoing description of the Voting Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the form of Voting Agreement, which is incorporated herein by reference as Exhibit 99.2. Mr. Gutnick did not stand for reelection to the Issuer's Board of Directors (the "Board") at the Issuer's 2026 annual meeting of stockholders held on June 3, 2026 (the "2026 Annual Meeting"). As a result, on June 3, …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-06-09; the filing has the rest
VB (Rare Earths) Ltd
The information set forth or incorporated by reference in Item 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons intend to further assess their investment in the Issuer from time to time, on the basis of various factors, including, without limitation, the Issuer's business performance, financial condition, results of operations and prospects, general economic, market and industry conditions, as well as other developments and other investment opportunities available to the Reporting Persons and the Issuer. The Reporting Persons seek to maximize the value of their investment in the Issuer. If the Reporting Persons believe that further investment in the Issuer is attractive, the Reporting Persons may acquire (or seek to acquire) Common Stock or other securities of the Issuer. Similarly, the Reporting Persons may determine to dispose of some or all of the Common Stock currently owned by the Reporting Persons. Depending upon the foregoing factors or any other factors that the Reporting Persons may deem relevant, the Reporting Persons may acquire additional securities of the Issuer in open market transactions or privately negotiated transactions, dispose of part or all of their investment in the Issuer by sales of Common Stock from time to time in open market transactions or privately negotiated transactions, including pursuant to the Resale Registration Statement (as defined below) or pursuant to Rule 144 (which may employ trading plans …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-11; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Alyeska Investment Group, L.P. | 9.9% | SCHEDULE 13G |
| 2025-08-14 | Newtyn Management, LLC | 0.5% | SCHEDULE 13G/A |
| 2025-08-15 | Michael Blitzer | 7.1% | SCHEDULE 13D/A |
| 2025-09-17 | Tready A. Smith | 8.89% | SCHEDULE 13G/A |
| 2025-09-17 | Michael Blitzer | 5.8% | SCHEDULE 13D/A |
| 2025-11-14 | Alyeska Investment Group, L.P. | 9.6% | SCHEDULE 13G/A |
| 2026-02-17 | Alyeska Investment Group, L.P. | 5.88% | SCHEDULE 13G/A |
| 2026-04-23 | Tready A. Smith | 3.97% | SCHEDULE 13G/A |
| 2026-04-27 | BlackRock, Inc. | 5.9% | SCHEDULE 13G |
| 2026-05-12 | State Street Corporation | 5.5% | SCHEDULE 13G |
| 2026-05-15 | Alyeska Investment Group, L.P. | 7.6% | SCHEDULE 13G/A |
| 2026-06-09 | Gutnick Mordechai Zev | 6.8% | SCHEDULE 13D/A |
| 2026-08-14 | Alyeska Investment Group, L.P. | 4.61% | SCHEDULE 13G/A |
| 2026-09-11 | Serra Verde Rare Earths Ltd. | 12.5% | SCHEDULE 13G |
| 2026-09-11 | VB (Rare Earths) Ltd | 7.9% | SCHEDULE 13D |
| 2026-09-11 | EMG Fund V SVRE Holdings, LLC | 7.8% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.