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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
Invesco Ltd.539,640$15.4M0.00%−8,682−1.6%Reduced
Norges Bank547,665$15.6M0.00%−467,100−46.0%Reduced
Algert Global LLC553,296$15.8M0.33%+553,296New
Bank of New York Mellon Corp678,786$19.4M0.00%+46,830+7.4%Added
Millennium Management LLC717,439$20.5M0.02%+129,987+22.1%Added
Newtyn Management, LLC807,135$23.0M3.49%−1,192,865−59.6%Reduced
Madison Avenue Partners, LP825,804$23.5M1.57%+825,804New
Northern Trust Corp870,629$24.8M0.00%+3,317+0.4%Added
Mangrove Partners1,191,659$34.0M3.65%00.0%Unchanged
Blue Whale Capital LLP1,199,069$34.2M2.24%+609,083+103.2%Added
Citadel Advisors LLC1,229,917$35.1M0.03%+142,357+13.1%Added
Moore Capital Management, LP1,258,936$35.9M0.72%+137,843+12.3%Added
AQR Capital Management LLC1,265,097$36.1M0.03%−574,205−31.2%Reduced
Capital World Investors1,634,314$46.6M0.01%00.0%Unchanged
Hawk Ridge Capital Management LP1,678,009$47.8M2.00%+1,390,949+484.5%Added
Charles Schwab Investment Management Inc1,708,902$48.7M0.01%+21,210+1.3%Added
Principal Financial Group Inc1,783,588$50.9M0.03%−10,965−0.6%Reduced
Morgan Stanley1,939,918$55.3M0.00%+83,576+4.5%Added
Wellington Management Group LLP2,031,582$57.9M0.01%−825,043−28.9%Reduced
Geode Capital Management, LLC2,208,793$63.0M0.00%+44,506+2.1%Added
Spears Abacus Advisors LLC2,603,255$74.2M1.50%+423,889+19.5%Added
Permian Investment Partners, LP2,764,983$78.8M11.21%+1,367,732+97.9%Added
FMR LLC2,966,112$84.6M0.00%+270,401+10.0%Added
Manufacturers Life Insurance Company, The3,016,428$86.0M0.08%−181,346−5.7%Reduced
State Street Corp4,173,660$119.0M0.00%+333,686+8.7%Added
Brave Warrior Advisors, LLC7,861,690$224.1M5.14%−97,123−1.2%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates7,887,516$224.9M3.35%−5010.0%Reduced
BlackRock, Inc.15,380,986$438.5M0.01%+243,669+1.6%Added
Vanguard Group Inc18,594,847$530.1M0.01%+180,828+1.0%Added
Smead Capital Management, Inc.0$00.00%−1,186,210−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−426,632−100.0%Sold out
Jane Street Group, LLC0$00.00%−209,993−100.0%Sold out
HRT Financial LP0$00.00%−116,477−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−92,303−100.0%Sold out
Versor Investments LP0$00.00%−83,797−100.0%Sold out
Chilton Investment Co LLC0$00.00%−80,242−100.0%Sold out
PGGM Investments0$00.00%−46,955−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−46,950−100.0%Sold out
Panagora Asset Management Inc0$00.00%−43,119−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−43,114−100.0%Sold out
Mackenzie Financial Corp0$00.00%−40,442−100.0%Sold out
Squarepoint Ops LLC0$00.00%−36,379−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−35,524−100.0%Sold out
Alpine Global Management, LLC0$00.00%−30,520−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−26,361−100.0%Sold out
Badgley Phelps Wealth Managers, LLC0$00.00%−24,556−100.0%Sold out
USS Investment Management Ltd0$00.00%−24,324−100.0%Sold out
Family Management Corp0$00.00%−21,678−100.0%Sold out
Towerview LLC0$00.00%−20,000−100.0%Sold out
Utah Retirement Systems0$00.00%−19,529−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−17,295−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−16,414−100.0%Sold out
Ethic Inc.0$00.00%−14,859−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−13,994−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−13,678−100.0%Sold out
OP Asset Management Ltd0$00.00%−12,894−100.0%Sold out
Capital Fund Management S.A.0$00.00%−10,999−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−11,377−100.0%Sold out
Scientech Research LLC0$00.00%−10,431−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−10,248−100.0%Sold out
Toronto Dominion Bank0$00.00%−10,000−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−8,791−100.0%Sold out
Atria Investments LLC0$00.00%−8,478−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−8,459−100.0%Sold out
Empowered Funds, LLC0$00.00%−8,298−100.0%Sold out
Lodestone Wealth Management LLC0$00.00%−8,108−100.0%Sold out
Fishman Jay A Ltd0$00.00%−8,080−100.0%Sold out
United Services Automobile Association0$00.00%−8,069−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−7,882−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−6,500−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−4,711−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−3,545−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−3,248−100.0%Sold out
Mount Lucas Management LP0$00.00%−2,611−100.0%Sold out
Federated Hermes, Inc.0$00.00%−1,691−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,443−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−1,373−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,064−100.0%Sold out
Westpac Banking Corp0$00.00%−845−100.0%Sold out
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−795−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−512−100.0%Sold out
National Pension Service0$00.00%−442−100.0%Sold out
Richards, Merrill & Peterson, Inc.0$00.00%−368−100.0%Sold out
Mather Group, LLC.0$00.00%−362−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−296−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−218−100.0%Sold out
Stuart Chaussee & Associates, Inc.0$00.00%−200−100.0%Sold out
Riverview Trust Co0$00.00%−188−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−125−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−115−100.0%Sold out
Dynamic Wealth Strategies, LLC0$00.00%−93−100.0%Sold out
LFA - Lugano Financial Advisors SA0$00.00%−84−100.0%Sold out
Centricity Wealth Management, LLC0$00.00%−82−100.0%Sold out
North Capital, Inc.0$00.00%−74−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−70−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−61−100.0%Sold out
Leonteq Securities AG0$00.00%−51−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−40−100.0%Sold out
Capital Analysts, LLC0$00.00%−24−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−37−100.0%Sold out