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Equibles

MORGAN STANLEY

Position in USAR — USA Rare Earth, Inc.

CIK 895421 NEW YORK, NY
Back to USAR Full portfolio

Position in USAR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$27,827,320
+$9,290,596 QoQ
Shares Held
1,289,496
+5.3% QoQ
Ownership
0.527%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 392 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority Sole 50% Shared 0% None 50%

Common Shares in USAR Over Time

Shares Held

Position Value (USD)

Position in Other Industrial Metals & Mining

Basic Materials · as of Jun 30, 2026

MORGAN STANLEY holds $2,313,061,587 across 51 Other Industrial Metals & Mining names. USAR ranks #6 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BHP
BHP Group Ltd
 10,435,371 $869,370,754
2 RIO
Rio Tinto PLC
 4,853,229 $460,717,023
3 VALE
Vale S.A.
 27,894,968 $419,540,315
4 MP
MP Materials Corp. / DE
 4,772,611 $267,313,936
5 MTRN
MATERION Corp
 411,140 $122,268,921
6 USAR
USA Rare Earth, Inc.
This page 		1,289,496 $27,827,320
7 LAC
Lithium Americas Corp.
 5,659,053 $21,787,351
8 SKE
Skeena Resources Ltd
 578,508 $15,423,020

All Filings in USAR

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,827,320 1,289,496
2026-03-31 $18,536,724 1,224,759
2025-12-31 $14,917,587 1,253,579
2025-09-30 $6,597,348 383,790
2025-06-30 $688,269 62,827
2025-03-31 $40,421 6,805