Skip to main content

MP Materials Corp.

MP
Exchange
NYSE
Industry
Metal Mining
SEC CIK
0001801368

No open-market purchases or sales by MP Materials Corp. insiders were filed in the last 90 days; 759 institutions reported holding it in 13F filings for Q2 2026, worth $8.22B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in MP Materials Corp. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
728
+60 vs. Q3 2025
Shares held
125.7M
+715.8K (+0.6%) vs. Q3 2025
Total value
$6.35B
−$2.04B (−24.3%) vs. Q3 2025
New holders
185
245 more added
Sold out
125
222 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 728 institutions
Q1 2021: 222 institutionsQ2 2021: 265 institutionsQ3 2021: 277 institutionsQ4 2021: 344 institutionsQ1 2022: 388 institutionsQ2 2022: 375 institutionsQ3 2022: 396 institutionsQ4 2022: 408 institutionsQ1 2023: 412 institutionsQ2 2023: 388 institutionsQ3 2023: 378 institutionsQ4 2023: 392 institutionsQ1 2024: 380 institutionsQ2 2024: 387 institutionsQ3 2024: 367 institutionsQ4 2024: 386 institutionsQ1 2025: 408 institutionsQ2 2025: 487 institutionsQ3 2025: 679 institutionsQ4 2025: 728 institutionsQ1 2026: 720 institutionsQ2 2026: 759 institutions
Value heldQ4 2025: $6.35B
Q1 2021: $3.87BQ2 2021: $4.46BQ3 2021: $3.85BQ4 2021: $5.45BQ1 2022: $7.02BQ2 2022: $3.75BQ3 2022: $3.12BQ4 2022: $2.86BQ1 2023: $3.37BQ2 2023: $2.04BQ3 2023: $1.74BQ4 2023: $1.85BQ1 2024: $1.48BQ2 2024: $1.36BQ3 2024: $1.86BQ4 2024: $1.90BQ1 2025: $3.09BQ2 2025: $4.49BQ3 2025: $8.40BQ4 2025: $6.35BQ1 2026: $6.39BQ2 2026: $8.22B
Institutions holding MP and their total value by quarter
QuarterHoldersValue
Q2 2026759$8.22B
Q1 2026720$6.39B
Q4 2025728$6.35B
Q3 2025679$8.40B
Q2 2025487$4.49B
Q1 2025408$3.09B
Q4 2024386$1.90B
Q3 2024367$1.86B
Q2 2024387$1.36B
Q1 2024380$1.48B
Q4 2023392$1.85B
Q3 2023378$1.74B
Q2 2023388$2.04B
Q1 2023412$3.37B
Q4 2022408$2.86B
Q3 2022396$3.12B
Q2 2022375$3.75B
Q1 2022388$7.02B
Q4 2021344$5.45B
Q3 2021277$3.85B
Q2 2021265$4.46B
Q1 2021222$3.87B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding MP Materials Corp.; share changes are against Q3 2025.

Institutions holding MP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Atom Investors LP31,672$1.60M0.13%+31,672New
State of Michigan Retirement System31,800$1.61M0.01%−200−0.6%Reduced
Cerity Partners LLC32,168$1.63M0.00%+14,525+82.3%Added
Verity Asset Management, Inc.32,304$1.63M0.70%−4,158−11.4%Reduced
Vontobel Holding Ltd.32,540$1.64M0.01%+18,906+138.7%Added
SBI Okasan Asset Management Co.Ltd.31,910$1.66M0.09%+31,910New
Envestnet Asset Management Inc33,212$1.68M0.00%−122,735−78.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,706$1.70M0.01%−837−2.4%Reduced
Qsemble Capital Management, LP33,711$1.70M0.14%+13,769+69.0%Added
Shay Capital LLC33,800$1.71M0.28%+33,800New
Tudor Investment Corp Et Al34,426$1.74M0.01%−54,121−61.1%Reduced
Thrivent Financial for Lutherans34,452$1.74M0.00%+342+1.0%Added
Campbell & CO Investment Adviser LLC34,690$1.75M0.08%+24,703+247.4%Added
Main Street Financial Solutions, LLC34,951$1.77M0.13%+25,436+267.3%Added
Texas Yale Capital Corp.35,000$1.77M0.05%+35,000New
Jackson Square Capital, LLC35,253$1.78M0.35%+35,253New
Resources Investment Advisors, LLC.35,828$1.81M0.02%−981−2.7%Reduced
Park Avenue Securities LLC36,035$1.82M0.02%+36,035New
Kestra Advisory Services, LLC36,466$1.84M0.01%−3,694−9.2%Reduced
Marco Investment Management LLC36,500$1.84M0.14%+36,500New
Dorsey Wright & Associates36,834$1.86M0.40%−81,418−68.9%Reduced
Great Valley Advisor Group, Inc.37,147$1.88M0.04%+4,683+14.4%Added
Louisiana State Employees Retirement System37,300$1.88M0.03%−200−0.5%Reduced
Quent Capital, LLC37,707$1.90M0.14%+37,383+11,538.0%Added
Pathstone Holdings, LLC37,770$1.91M0.01%−11,105−22.7%Reduced
Quantinno Capital Management LP38,489$1.94M0.00%+3,687+10.6%Added
CI Private Wealth, LLC39,047$1.97M0.00%+17,708+83.0%Added
Arizona State Retirement System39,455$1.99M0.01%+3,178+8.8%Added
HighTower Advisors, LLC39,614$2.00M0.00%+4,788+13.7%Added
Public Employees Retirement System of Ohio39,719$2.01M0.01%−1,447−3.5%Reduced
Allianz SE39,742$2.01M0.03%+39,742New
Handelsbanken Fonder AB39,900$2.02M0.01%+1,800+4.7%Added
Walnut Level Capital LLC40,000$2.02M1.61%00.0%Unchanged
Danske Bank A/S40,577$2.05M0.00%+39,177+2,798.4%Added
Qube Research & Technologies Ltd40,768$2.06M0.00%+40,768New
Cresset Asset Management, LLC41,694$2.11M0.01%+7,828+23.1%Added
Teachers Retirement System of the State of Kentucky41,883$2.12M0.02%00.0%Unchanged
Guardian Partners Inc.35,100$2.12M0.17%−8,300−19.1%Reduced
Simon Quick Advisors, LLC43,397$2.19M0.10%−7,218−14.3%Reduced
JT Stratford LLC43,474$2.20M0.28%−23,896−35.5%Reduced
Oakmont Investment Advisors, Inc.43,493$2.20M1.61%+43,493New
Ticino Wealth43,880$2.22M0.82%+43,880New
SEI Investments Co45,470$2.30M0.00%+8,407+22.7%Added
Verition Fund Management LLC45,534$2.30M0.01%+4,728+11.6%Added
XTX Topco Ltd45,586$2.30M0.06%+38,400+534.4%Added
NBC Securities, Inc.45,831$2.32M0.17%+140.0%Added
Polar Capital Holdings Plc46,500$2.35M0.01%+38,600+488.6%Added
Banque Transatlantique SA48,000$2.43M0.06%−114,772−70.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main48,312$2.44M0.00%+36,827+320.7%Added
Leonteq Securities AG48,515$2.45M0.13%+31,184+179.9%Added
Arosa Capital Management LP50,000$2.53M1.62%+50,000New
Sona Asset Management (US) LLC50,000$2.53M0.08%+50,000New
Creative Planning50,297$2.54M0.00%−1,194−2.3%Reduced
State of New Jersey Common Pension Fund D51,277$2.59M0.01%+7,120+16.1%Added
Virtu Financial LLC52,964$2.68M0.10%−6,804−11.4%Reduced
Calamos Advisors LLC53,170$2.69M0.01%−196,218−78.7%Reduced
Riggs Asset Managment Co. Inc.54,442$2.75M0.55%+10,483+23.8%Added
Mirova54,709$2.76M0.40%−8,259−13.1%Reduced
Treasurer of the State of North Carolina54,731$2.77M0.01%−3,997−6.8%Reduced
Victory Capital Management Inc54,976$2.78M0.00%+9,728+21.5%Added
Weiss Asset Management LP55,278$2.79M0.04%+3,615+7.0%Added
Mutual of America Capital Management LLC56,057$2.83M0.03%−6,102−9.8%Reduced
Yousif Capital Management, LLC41,433$2.83M0.03%−951−2.2%Reduced
Police & Firemen's Retirement System of New Jersey56,587$2.86M0.02%−1,093−1.9%Reduced
Nomura Asset Management International Inc.56,679$2.86M0.00%+56,679New
FirstWave Capital Management LLC58,376$2.95M1.75%+58,376New
K2 Principal Fund, L.P.–$2.99M0.31%–New
Amalgamated Bank59,349$3.00M0.02%−1,900−3.1%Reduced
Sit Investment Associates Inc59,375$3.00M0.06%+4,000+7.2%Added
Sprott Inc.59,703$3.02M0.11%+9,520+19.0%Added
Dark Forest Capital Management LP59,754$3.02M0.14%+59,754New
American Trust Investment Advisors, LLC59,810$3.02M1.62%+59,810New
Jones Financial Companies LLLP60,342$3.05M0.00%+35,454+142.5%Added
State of Tennessee, Treasury Department52,521$3.09M0.01%+35,421+207.1%Added
Janney Montgomery Scott LLC61,305$3.10M0.01%+27,526+81.5%Added
Comerica Bank62,337$3.15M0.01%+23,451+60.3%Added
Bridgewater Associates, LP62,458$3.16M0.01%+1,350+2.2%Added
Gunderson Capital Management Inc.62,708$3.17M1.43%+62,708New
Counterpoint Mutual Funds LLC63,113$3.19M0.24%+63,113New
Janus Henderson Group PLC63,278$3.19M0.00%+9,114+16.8%Added
M&T Bank Corp64,410$3.25M0.01%−464−0.7%Reduced
Benjamin Edwards Inc65,239$3.30M0.04%−3,126−4.6%Reduced
MetLife Investment Management65,749$3.32M0.02%−3,363−4.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)67,786$3.42M0.01%+32,543+92.3%Added
D.A. Davidson & Co.69,429$3.51M0.02%+49,057+240.8%Added
Krane Funds Advisors LLC71,748$3.62M0.12%+22,067+44.4%Added
Agf Management Ltd72,375$3.66M0.02%+72,375New
Commonwealth Equity Services, LLC74,393$3.76M0.01%−13,161−15.0%Reduced
Pier Capital, LLC76,811$3.88M0.62%+76,811New
Cambridge Investment Research Advisors, Inc.77,746$3.93M0.01%−2,237−2.8%Reduced
RPg Family Wealth Advisory, LLC78,604$3.97M0.87%+894+1.2%Added
Algert Global LLC81,840$4.13M0.06%+15,790+23.9%Added
New York State Common Retirement Fund81,858$4.14M0.01%−20,600−20.1%Reduced
Covea Finance82,700$4.18M0.14%+82,700New
Mediolanum International Funds Ltd82,901$4.18M0.04%+82,901New
Concurrent Investment Advisors, LLC83,416$4.21M0.05%+75,210+916.5%Added
SWS Partners84,080$4.25M1.03%−5,351−6.0%Reduced
Standard Life Aberdeen plc84,399$4.26M0.01%−1,834−2.1%Reduced
Edgestream Partners, L.P.88,245$4.46M0.13%+51,113+137.7%Added
Deutsche Bank AG88,565$4.47M0.00%+67,769+325.9%Added