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Millrose Properties, Inc.

MRP
Exchange
NYSE
Industry
Real Estate
SEC CIK
0002017206

In the last 90 days, Millrose Properties, Inc. insiders filed 2 open-market purchases and 0 sales; 524 institutions reported holding it in 13F filings for Q2 2026, worth $4.26B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Millrose Properties, Inc. as of Jun 30, 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
429
−3 vs. Q1 2025
Shares held
110.2M
+1.98M (+1.8%) vs. Q1 2025
Total value
$3.14B
+$273.7M (+9.5%) vs. Q1 2025
New holders
89
111 more added
Sold out
92
153 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRP 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 holdersQ2 2025: 429 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 435 institutionsQ2 2025: 429 institutionsQ3 2025: 449 institutionsQ4 2025: 487 institutionsQ1 2026: 486 institutionsQ2 2026: 524 institutions
Value heldQ2 2025: $3.14B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $2.88BQ2 2025: $3.14BQ3 2025: $3.59BQ4 2025: $4.14BQ1 2026: $3.80BQ2 2026: $4.26B
Institutions holding MRP and their total value by quarter
QuarterHoldersValue
Q2 2026524$4.26B
Q1 2026486$3.80B
Q4 2025487$4.14B
Q3 2025449$3.59B
Q2 2025429$3.14B
Q1 2025435$2.88B
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Millrose Properties, Inc.; share changes are against Q1 2025.

Institutions holding MRP in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc18,594,847$530.1M0.01%+180,828+1.0%Added
BlackRock, Inc.15,380,986$438.5M0.01%+243,669+1.6%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates7,887,516$224.9M3.35%−5010.0%Reduced
Brave Warrior Advisors, LLC7,861,690$224.1M5.14%−97,123−1.2%Reduced
State Street Corp4,173,660$119.0M0.00%+333,686+8.7%Added
Manufacturers Life Insurance Company, The3,016,428$86.0M0.08%−181,346−5.7%Reduced
FMR LLC2,966,112$84.6M0.00%+270,401+10.0%Added
Permian Investment Partners, LP2,764,983$78.8M11.21%+1,367,732+97.9%Added
Spears Abacus Advisors LLC2,603,255$74.2M1.50%+423,889+19.5%Added
Geode Capital Management, LLC2,208,793$63.0M0.00%+44,506+2.1%Added
Wellington Management Group LLP2,031,582$57.9M0.01%−825,043−28.9%Reduced
Morgan Stanley1,939,918$55.3M0.00%+83,576+4.5%Added
Principal Financial Group Inc1,783,588$50.9M0.03%−10,965−0.6%Reduced
Charles Schwab Investment Management Inc1,708,902$48.7M0.01%+21,210+1.3%Added
Hawk Ridge Capital Management LP1,678,009$47.8M2.00%+1,390,949+484.5%Added
Capital World Investors1,634,314$46.6M0.01%00.0%Unchanged
AQR Capital Management LLC1,265,097$36.1M0.03%−574,205−31.2%Reduced
Moore Capital Management, LP1,258,936$35.9M0.72%+137,843+12.3%Added
Citadel Advisors LLC1,229,917$35.1M0.03%+142,357+13.1%Added
Blue Whale Capital LLP1,199,069$34.2M2.24%+609,083+103.2%Added
Mangrove Partners1,191,659$34.0M3.65%00.0%Unchanged
Northern Trust Corp870,629$24.8M0.00%+3,317+0.4%Added
Madison Avenue Partners, LP825,804$23.5M1.57%+825,804New
Newtyn Management, LLC807,135$23.0M3.49%−1,192,865−59.6%Reduced
Millennium Management LLC717,439$20.5M0.02%+129,987+22.1%Added
Bank of New York Mellon Corp678,786$19.4M0.00%+46,830+7.4%Added
Algert Global LLC553,296$15.8M0.33%+553,296New
Norges Bank547,665$15.6M0.00%−467,100−46.0%Reduced
Invesco Ltd.539,640$15.4M0.00%−8,682−1.6%Reduced
Thrivent Financial for Lutherans527,730$15.0M0.03%+439,396+497.4%Added
Russell Investments Group, Ltd.520,927$14.9M0.02%+348,593+202.3%Added
Gotham Asset Management, LLC514,753$14.7M0.09%−129,037−20.0%Reduced
Bank of America Corp511,943$14.6M0.00%−303,620−37.2%Reduced
Teacher Retirement System of Texas507,979$14.5M0.06%+352,147+226.0%Added
Legal & General Group Plc494,546$14.1M0.00%−149,978−23.3%Reduced
Nuveen, LLC478,058$13.6M0.00%+198,885+71.2%Added
Neuberger Berman Group LLC459,765$13.1M0.01%−25,778−5.3%Reduced
Goldman Sachs Group Inc452,136$12.9M0.00%−230,357−33.8%Reduced
UBS Group AG447,447$12.8M0.00%+308,450+221.9%Added
JPMorgan Chase & Co431,632$12.3M0.00%+151,063+53.8%Added
Public Sector Pension Investment Board410,026$11.7M0.05%+28,649+7.5%Added
UBS Asset Management Americas Inc406,995$11.6M0.00%+113,224+38.5%Added
HBK Investments L P400,000$11.4M0.20%00.0%Unchanged
Renaissance Technologies LLC398,600$11.4M0.02%+398,600New
Qube Research & Technologies Ltd397,811$11.3M0.02%−201,932−33.7%Reduced
Gabelli Funds LLC388,843$11.1M0.08%+145,093+59.5%Added
Arrowstreet Capital, Limited Partnership376,786$10.7M0.01%−594,407−61.2%Reduced
Gamco Investors, Inc. Et Al365,902$10.4M0.10%+101,451+38.4%Added
American Century Companies Inc356,552$10.2M0.01%+332,733+1,396.9%Added
Pacific Heights Asset Management LLC350,000$9.98M0.53%+20,000+6.1%Added
Raymond James Financial Inc345,320$9.85M0.00%+68,315+24.7%Added
683 Capital Management, LLC303,800$8.66M0.88%−51,200−14.4%Reduced
Rhumbline Advisers301,696$8.60M0.01%+20,991+7.5%Added
Ameriprise Financial Inc294,348$8.39M0.00%−28,852−8.9%Reduced
Jacobs Levy Equity Management, Inc265,838$7.58M0.03%−28,959−9.8%Reduced
Parkwood LLC260,838$7.44M0.68%+260,838New
LSV Asset Management248,442$7.08M0.02%−110,208−30.7%Reduced
Citigroup Inc247,082$7.04M0.00%−121,876−33.0%Reduced
Marshall Wace, LLP240,367$6.85M0.01%−577,500−70.6%Reduced
Swiss National Bank235,686$6.72M0.00%+8,400+3.7%Added
Wells Fargo & Company230,873$6.58M0.00%−41,389−15.2%Reduced
Dimensional Fund Advisors LP222,012$6.33M0.00%−375,388−62.8%Reduced
Robotti Robert212,710$6.06M1.14%+212,710New
Ancora Advisors, LLC210,230$5.99M0.12%+83,516+65.9%Added
Cerity Partners LLC209,934$5.99M0.01%+209,934New
California Public Employees Retirement System202,284$5.77M0.00%+14,390+7.7%Added
Nomura Asset Management Co Ltd174,480$4.97M0.01%+5,500+3.3%Added
Asset Management One Co.,Ltd.172,990$4.93M0.02%−1,608−0.9%Reduced
Bamco Inc171,526$4.89M0.01%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.168,592$4.81M0.00%+2,922+1.8%Added
CF Capital LLC166,750$4.76M6.08%−157,383−48.6%Reduced
State of Alaska, Department of Revenue147,700$4.21M0.05%+63,816+76.1%Added
Man Group plc147,425$4.20M0.01%+147,425New
Franklin Resources Inc132,547$3.78M0.00%−86,650−39.5%Reduced
Limestone Investment Advisors LP124,672$3.55M1.54%+124,672New
Wealth Enhancement Advisory Services, LLC124,827$3.50M0.01%+3,232+2.7%Added
Dark Forest Capital Management LP122,125$3.48M0.14%+122,125New
BNP Paribas Arbitrage, SA121,412$3.46M0.00%+72,659+149.0%Added
New York State Teachers Retirement System118,391$3.38M0.01%−22,563−16.0%Reduced
Prudential Financial Inc118,049$3.37M0.00%+2,184+1.9%Added
State Board of Administration of Florida Retirement System117,949$3.36M0.01%+380+0.3%Added
California State Teachers Retirement System102,923$2.93M0.00%−7,168−6.5%Reduced
Verition Fund Management LLC102,795$2.93M0.02%+83,428+430.8%Added
Ieq Capital, LLC101,134$2.88M0.02%−10,636−9.5%Reduced
First Trust Advisors LP98,294$2.80M0.00%+63,887+185.7%Added
Berkshire Asset Management LLC94,847$2.70M0.12%+73,717+348.9%Added
Edgemoor Investment Advisors, Inc.87,392$2.49M0.22%+87,392New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.86,840$2.48M0.00%+3,955+4.8%Added
J. Goldman & Co LP80,578$2.30M0.07%−590,910−88.0%Reduced
Price T Rowe Associates Inc80,019$2.28M0.00%+420+0.5%Added
NFC Investments, LLC79,784$2.27M0.65%+17,847+28.8%Added
Walleye Capital LLC75,129$2.14M0.02%+15,677+26.4%Added
Bank of Montreal75,000$2.14M0.00%−2,591−3.3%Reduced
Carmel Capital Partners, LLC72,685$2.07M0.73%−10.0%Reduced
Intrinsic Edge Capital Management LLC70,000$2.00M0.30%+70,000New
State of New Jersey Common Pension Fund D67,194$1.92M0.01%−16,226−19.5%Reduced
FJ Capital Management LLC66,444$1.89M0.20%+66,444New
Illinois Municipal Retirement Fund65,421$1.87M0.03%−290−0.4%Reduced
Salem Investment Counselors Inc64,562$1.84M0.06%−9,081−12.3%Reduced
SEI Investments Co59,372$1.69M0.00%+25,739+76.5%Added