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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
Royal Bank of Canada41,763$1.19M0.00%−15,067−26.5%Reduced
Maryland State Retirement & Pension System41,946$1.20M0.03%+201+0.5%Added
Daiwa Securities Group Inc.42,091$1.20M0.00%+1,848+4.6%Added
Miller Investment Management, LP42,152$1.20M0.13%−7,290−14.7%Reduced
Natixis Advisors, L.P.42,196$1.20M0.00%+2,633+6.7%Added
Storebrand Asset Management AS42,199$1.20M0.00%00.0%Unchanged
Korea Investment CORP42,227$1.20M0.00%−1,280−2.9%Reduced
Nisa Investment Advisors, LLC43,450$1.24M0.01%−2,957−6.4%Reduced
CI Private Wealth, LLC43,614$1.24M0.00%+21,200+94.6%Added
American Assets Investment Management, LLC43,663$1.24M0.10%00.0%Unchanged
Yousif Capital Management, LLC45,094$1.29M0.01%+195+0.4%Added
Envestnet Asset Management Inc45,402$1.29M0.00%−33,437−42.4%Reduced
Y-Intercept (Hong Kong) Ltd45,744$1.30M0.03%+45,744New
Quantbot Technologies LP46,029$1.31M0.03%+45,975+85,138.9%Added
Police & Firemen's Retirement System of New Jersey46,103$1.31M0.01%+28,088+155.9%Added
CWM, LLC46,698$1.33M0.00%−3,809−7.5%Reduced
Montgomery Investment Management Inc47,503$1.35M0.52%−12,043−20.2%Reduced
Oak Thistle LLC48,197$1.37M0.20%+38,457+394.8%Added
Resona Asset Management Co.,Ltd.48,341$1.39M0.01%−3,961−7.6%Reduced
Third Avenue Management LLC50,697$1.45M0.30%−30,193−37.3%Reduced
Alliancebernstein L.P.50,810$1.45M0.00%−2,655−5.0%Reduced
State of Tennessee, Treasury Department52,099$1.49M0.01%−3,042−5.5%Reduced
LPL Financial LLC54,490$1.55M0.00%−4,740−8.0%Reduced
Janus Henderson Group PLC55,077$1.57M0.00%−1,535−2.7%Reduced
Treasurer of the State of North Carolina55,961$1.59M0.01%−390−0.7%Reduced
Louisiana State Employees Retirement System56,200$1.60M0.03%−400−0.7%Reduced
First Dallas Securities Inc.56,980$1.62M0.64%+56,980New
Vestcor Inc57,165$1.63M0.05%+55,114+2,687.2%Added
New York State Common Retirement Fund59,336$1.69M0.00%00.0%Unchanged
SEI Investments Co59,372$1.69M0.00%+25,739+76.5%Added
Salem Investment Counselors Inc64,562$1.84M0.06%−9,081−12.3%Reduced
Illinois Municipal Retirement Fund65,421$1.87M0.03%−290−0.4%Reduced
FJ Capital Management LLC66,444$1.89M0.20%+66,444New
State of New Jersey Common Pension Fund D67,194$1.92M0.01%−16,226−19.5%Reduced
Intrinsic Edge Capital Management LLC70,000$2.00M0.30%+70,000New
Carmel Capital Partners, LLC72,685$2.07M0.73%−10.0%Reduced
Bank of Montreal75,000$2.14M0.00%−2,591−3.3%Reduced
Walleye Capital LLC75,129$2.14M0.02%+15,677+26.4%Added
NFC Investments, LLC79,784$2.27M0.65%+17,847+28.8%Added
Price T Rowe Associates Inc80,019$2.28M0.00%+420+0.5%Added
J. Goldman & Co LP80,578$2.30M0.07%−590,910−88.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.86,840$2.48M0.00%+3,955+4.8%Added
Edgemoor Investment Advisors, Inc.87,392$2.49M0.22%+87,392New
Berkshire Asset Management LLC94,847$2.70M0.12%+73,717+348.9%Added
First Trust Advisors LP98,294$2.80M0.00%+63,887+185.7%Added
Ieq Capital, LLC101,134$2.88M0.02%−10,636−9.5%Reduced
Verition Fund Management LLC102,795$2.93M0.02%+83,428+430.8%Added
California State Teachers Retirement System102,923$2.93M0.00%−7,168−6.5%Reduced
State Board of Administration of Florida Retirement System117,949$3.36M0.01%+380+0.3%Added
Prudential Financial Inc118,049$3.37M0.00%+2,184+1.9%Added
New York State Teachers Retirement System118,391$3.38M0.01%−22,563−16.0%Reduced
BNP Paribas Arbitrage, SA121,412$3.46M0.00%+72,659+149.0%Added
Dark Forest Capital Management LP122,125$3.48M0.14%+122,125New
Wealth Enhancement Advisory Services, LLC124,827$3.50M0.01%+3,232+2.7%Added
Limestone Investment Advisors LP124,672$3.55M1.54%+124,672New
Franklin Resources Inc132,547$3.78M0.00%−86,650−39.5%Reduced
Man Group plc147,425$4.20M0.01%+147,425New
State of Alaska, Department of Revenue147,700$4.21M0.05%+63,816+76.1%Added
CF Capital LLC166,750$4.76M6.08%−157,383−48.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.168,592$4.81M0.00%+2,922+1.8%Added
Bamco Inc171,526$4.89M0.01%00.0%Unchanged
Asset Management One Co.,Ltd.172,990$4.93M0.02%−1,608−0.9%Reduced
Nomura Asset Management Co Ltd174,480$4.97M0.01%+5,500+3.3%Added
California Public Employees Retirement System202,284$5.77M0.00%+14,390+7.7%Added
Cerity Partners LLC209,934$5.99M0.01%+209,934New
Ancora Advisors, LLC210,230$5.99M0.12%+83,516+65.9%Added
Robotti Robert212,710$6.06M1.14%+212,710New
Dimensional Fund Advisors LP222,012$6.33M0.00%−375,388−62.8%Reduced
Wells Fargo & Company230,873$6.58M0.00%−41,389−15.2%Reduced
Swiss National Bank235,686$6.72M0.00%+8,400+3.7%Added
Marshall Wace, LLP240,367$6.85M0.01%−577,500−70.6%Reduced
Citigroup Inc247,082$7.04M0.00%−121,876−33.0%Reduced
LSV Asset Management248,442$7.08M0.02%−110,208−30.7%Reduced
Parkwood LLC260,838$7.44M0.68%+260,838New
Jacobs Levy Equity Management, Inc265,838$7.58M0.03%−28,959−9.8%Reduced
Ameriprise Financial Inc294,348$8.39M0.00%−28,852−8.9%Reduced
Rhumbline Advisers301,696$8.60M0.01%+20,991+7.5%Added
683 Capital Management, LLC303,800$8.66M0.88%−51,200−14.4%Reduced
Raymond James Financial Inc345,320$9.85M0.00%+68,315+24.7%Added
Pacific Heights Asset Management LLC350,000$9.98M0.53%+20,000+6.1%Added
American Century Companies Inc356,552$10.2M0.01%+332,733+1,396.9%Added
Gamco Investors, Inc. Et Al365,902$10.4M0.10%+101,451+38.4%Added
Arrowstreet Capital, Limited Partnership376,786$10.7M0.01%−594,407−61.2%Reduced
Gabelli Funds LLC388,843$11.1M0.08%+145,093+59.5%Added
Qube Research & Technologies Ltd397,811$11.3M0.02%−201,932−33.7%Reduced
Renaissance Technologies LLC398,600$11.4M0.02%+398,600New
HBK Investments L P400,000$11.4M0.20%00.0%Unchanged
UBS Asset Management Americas Inc406,995$11.6M0.00%+113,224+38.5%Added
Public Sector Pension Investment Board410,026$11.7M0.05%+28,649+7.5%Added
JPMorgan Chase & Co431,632$12.3M0.00%+151,063+53.8%Added
UBS Group AG447,447$12.8M0.00%+308,450+221.9%Added
Goldman Sachs Group Inc452,136$12.9M0.00%−230,357−33.8%Reduced
Neuberger Berman Group LLC459,765$13.1M0.01%−25,778−5.3%Reduced
Nuveen, LLC478,058$13.6M0.00%+198,885+71.2%Added
Legal & General Group Plc494,546$14.1M0.00%−149,978−23.3%Reduced
Teacher Retirement System of Texas507,979$14.5M0.06%+352,147+226.0%Added
Bank of America Corp511,943$14.6M0.00%−303,620−37.2%Reduced
Gotham Asset Management, LLC514,753$14.7M0.09%−129,037−20.0%Reduced
Russell Investments Group, Ltd.520,927$14.9M0.02%+348,593+202.3%Added
Thrivent Financial for Lutherans527,730$15.0M0.03%+439,396+497.4%Added