USA Rare Earth Stock Holdings Lifted by Sovran Advisors

Institutional investor increases stake in critical minerals company

Apr. 5, 2026 at 9:50am

Got story updates? Submit your updates here. ›

Sovran Advisors LLC, a major institutional investor, grew its stake in USA Rare Earth Inc. (NASDAQ:USAR) by 119.7% in the fourth quarter, according to a recent SEC filing. The fund now owns 489,707 shares of the company's stock, worth approximately $5.8 million.

Why it matters

USA Rare Earth is a development-stage critical minerals company focused on advancing a rare earth element (REE) and lithium project in West Texas. The increase in institutional ownership signals growing investor confidence in the company's prospects as it works to establish domestic REE supply chains.

The details

Sovran Advisors acquired an additional 266,783 shares of USA Rare Earth during the fourth quarter, bringing its total stake to 489,707 shares. This represents about 0.37% of the company's outstanding shares. Several other large investors also increased their positions in USA Rare Earth during the quarter, including Perigon Wealth Management, CoreCap Advisors, and GK Wealth Management.

  • Sovran Advisors filed its Q4 2025 holdings report with the SEC on April 5, 2026.

The players

Sovran Advisors LLC

A major institutional investment firm that manages over $10 billion in assets.

USA Rare Earth Inc.

A development-stage critical minerals company focused on advancing a rare earth element and lithium project in West Texas.

Got photos? Submit your photos here. ›

The takeaway

The increase in institutional ownership of USA Rare Earth stock signals growing investor confidence in the company's ability to develop domestic rare earth supply chains, which are critical for the production of advanced technologies. As the company continues to advance its West Texas project, it will be important to monitor further changes in institutional holdings.