USA Rare Earth, Inc.: 5%+ holders

As of November 10, 2026, 6 holders' latest Schedule 13D or 13G filings report owning 5% or more of USA Rare Earth, Inc. The largest reported stake is Serra Verde Rare Earths Ltd.'s, at 12.5%. 17 filings are on record since August 14, 2025 (Schedule 13G, September 11, 2026).

Who owns USA Rare Earth, Inc.?

Bayshore Capital Advisors, LLC also filed stake reports on 1 other company ↓

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Key facts

• Filing 2026-10-27 · Reporting person: BlackRock, Inc. · Sole voting: 16,753,161 · Shared voting: 0 · Sole dispositive: 17,159,876 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-27
• Filing 2026-09-11 · Reporting person: Serra Verde Rare Earths Ltd. · Sole voting: 0 · Shared voting: 46,809,526 · Sole dispositive: 0 · Shared dispositive: 46,809,526 · SCHEDULE 13G, 2026-09-11
• Filing 2026-09-11 · Reporting person: VB (Rare Earths) Ltd · Sole voting: 0 · Shared voting: 29,544,227 · Sole dispositive: 0 · Shared dispositive: 29,544,227 · SCHEDULE 13D, 2026-09-11
• Filing 2026-09-11 · Reporting person: EMG Fund V SVRE Holdings, LLC · Sole voting: 0 · Shared voting: 29,223,081 · Sole dispositive: 0 · Shared dispositive: 29,223,081 · SCHEDULE 13G, 2026-09-11
• Filing 2026-08-14 · Reporting person: Alyeska Investment Group, L.P. · Sole voting: 0 · Shared voting: 11,290,321 · Sole dispositive: 0 · Shared dispositive: 11,290,321 · SCHEDULE 13G/A, 2026-08-14

USA Rare Earth, Inc. has 17 Schedule 13D or 13G filings on record since 2025-08-14. 6 holders' latest filing reports 5% or more of class a stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

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More on USA Rare Earth, Inc. and the records around it.

USA Rare Earth, Inc. elsewhere on the record

• Leadership changes Sep 2026
• Acquisition Nov 2025
• Who owns it

Companies that share a holder

• Bayshore Capital Advisors, LLC also filed stake reports on 1 other company: KKR FS Income Trust (Apr 2026)
• Michael Blitzer also filed stake reports on 1 other company: GOWell Energy Technology (Oct 2026)
• Newtyn Management, LLC also filed stake reports on 13 other companies: Par Technology Corporation (Aug 2026), QuidelOrtho Corporation (Aug 2026), Theravance Biopharma, Inc. (Aug 2026)

Want the whole picture on USA Rare Earth, Inc.?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on USA Rare Earth, Inc. covers

1. The Short Answer

2. Which Company This Is

3. What They Do, And How The Money Works

4. Who Runs It, And How To Reach Them

5. The Money: Funding, Valuation, Runway

6. Who Pays Them, And Who They Are Up Against

7. Warning Bells

8. Sources

   22 cited sources found

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Voting and dispositive power, as filed

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The latest filing identifies USA Rare Earth, Inc. by CUSIP 91733P107 and gives its principal executive office as 100 W. Airport Road, Stillwater, OK 74075 (SCHEDULE 13G/A, 2026-10-27).

What the percentages are based on

As of the date hereof, each of the Reporting Persons may be deemed the beneficial owner of approximately 12.5% of the shares of Common Stock outstanding. This percentage is based on 375,076,567 shares of Common Stock outstanding as of September 3, 2026, as reported in the Form S-3 the Issuer filed on September 4, 2026.Serra Verde Rare Earths Ltd., SCHEDULE 13G, 2026-09-11

Source of funds (Item 3)

On September 3, 2026, pursuant to the Merger Agreement (as defined below), the Reporting Persons received 29,544,227 shares of common stock of USA Rare Earth, Inc. (the "Issuer"), par value $0.0001 (the "Common Stock") as consideration in the Merger (as defined below) described in Item 6 of this Schedule 13D. The information set forth or incorporated by reference in Item 6 of this Schedule 13D is incorporated by reference into this Item 3.VB (Rare Earths) Ltd, SCHEDULE 13D, 2026-09-11

Item 3 is hereby amended and restated to read as follows: The Shares beneficially owned directly by the Trust were acquired pursuant to the (i) closing of the business combination (the "Business Combination") between the Issuer (which was formerly known as Inflection Point Acquisition Corp.Gutnick Mordechai Zev, SCHEDULE 13D/A, 2026-06-09

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

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Questions about who owns USA Rare Earth, Inc.

Who owns USA Rare Earth, Inc.?

On this page, 6 holders' latest ownership filings report 5% or more of USA Rare Earth, Inc.: Serra Verde Rare Earths Ltd. (12.5%, Schedule 13G, filed 2026-09-11), VB (Rare Earths) Ltd (7.9%, Schedule 13D, filed 2026-09-11), EMG Fund V SVRE Holdings, LLC (7.8%, Schedule 13G, filed 2026-09-11), Gutnick Mordechai Zev (6.8%, Schedule 13D/A, filed 2026-06-09) and Michael Blitzer (5.8%, Schedule 13D/A, filed 2025-09-17); 1 more is listed above.

Who are the largest shareholders of USA Rare Earth, Inc.?

By the share each holder's latest filing reports, the largest holders of USA Rare Earth, Inc. on this page are Serra Verde Rare Earths Ltd. (12.5%), VB (Rare Earths) Ltd (7.9%) and EMG Fund V SVRE Holdings, LLC (7.8%).

When did Serra Verde Rare Earths Ltd. buy into USA Rare Earth, Inc.?

The filings give report dates, not purchase dates. The earliest filing from Serra Verde Rare Earths Ltd. on this page is the Schedule 13G, filed 2026-09-11, reporting 12.5%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 17 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for USA Rare Earth, Inc.

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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.

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