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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, Q4 2025

Institutional positions in Millrose Properties, Inc. 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
487
+44 vs. Q3 2025
Shares held
138.4M
+31.8M (+29.8%) vs. Q3 2025
Total value
$4.14B
+$550.9M (+15.4%) vs. Q3 2025
New holders
97
194 more added
Sold out
53
98 more reduced

6 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 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 holdersQ4 2025: 487 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 heldQ4 2025: $4.14B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Millrose Properties, Inc.; share changes are against Q3 2025.

Institutions holding MRP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc21,117,152$630.8M0.01%+2,960,066+16.3%Added
BlackRock, Inc.19,953,699$596.0M0.01%+4,548,713+29.5%Added
Brave Warrior Advisors, LLC8,600,224$256.9M6.02%+3,224,632+60.0%Added
State Street Corp5,080,719$151.8M0.01%+950,421+23.0%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates4,596,584$137.3M2.23%−4,689−0.1%Reduced
Manufacturers Life Insurance Company, The4,473,569$133.6M0.11%−231,327−4.9%Reduced
FMR LLC4,074,645$121.7M0.01%+906,509+28.6%Added
Permian Investment Partners, LP3,794,312$113.3M12.84%+2,040,900+116.4%Added
Citadel Advisors LLC3,752,909$112.1M0.08%+3,206,342+586.6%Added
Spears Abacus Advisors LLC3,628,052$108.4M2.03%+999,646+38.0%Added
Norges Bank3,408,096$101.8M0.01%+3,408,096New
Geode Capital Management, LLC2,909,575$86.9M0.01%+655,706+29.1%Added
Morgan Stanley2,814,843$84.1M0.01%+444,984+18.8%Added
Charles Schwab Investment Management Inc2,204,359$65.8M0.01%+494,937+29.0%Added
Jane Street Group, LLC1,986,468$59.3M0.07%+1,208,787+155.4%Added
Principal Financial Group Inc1,928,856$57.6M0.03%+138,227+7.7%Added
Two Sigma Investments, LP1,866,809$55.8M0.08%+1,392,191+293.3%Added
Capital World Investors1,643,026$49.1M0.01%00.0%Unchanged
Two Sigma Advisers, LP1,401,752$41.9M0.08%+1,013,152+260.7%Added
Mangrove Partners1,380,992$41.3M3.36%−60,916−4.2%Reduced
Millennium Management LLC1,297,275$38.7M0.03%−317,102−19.6%Reduced
Bank of New York Mellon Corp1,284,459$38.4M0.01%+657,341+104.8%Added
Northern Trust Corp1,186,623$35.4M0.00%+268,231+29.2%Added
Moore Capital Management, LP1,018,533$30.4M0.62%+746,923+275.0%Added
Voloridge Investment Management, LLC878,368$26.2M0.09%+497,975+130.9%Added
Nuveen, LLC861,985$25.7M0.01%+332,174+62.7%Added
Blue Whale Capital LLP834,287$24.9M1.28%−1,432,857−63.2%Reduced
ExodusPoint Capital Management, LP819,797$24.5M0.27%+745,684+1,006.1%Added
Russell Investments Group, Ltd.792,459$23.7M0.03%+183,765+30.2%Added
Invesco Ltd.792,366$23.7M0.00%+270,913+52.0%Added
Gotham Asset Management, LLC764,256$22.8M0.08%+167,263+28.0%Added
American Century Companies Inc760,997$22.7M0.01%+240,797+46.3%Added
Bank of America Corp727,962$21.7M0.00%+141,154+24.1%Added
Thrivent Financial for Lutherans726,605$21.7M0.04%+187,243+34.7%Added
Renaissance Technologies LLC718,867$21.5M0.03%−23,133−3.1%Reduced
Jacobs Levy Equity Management, Inc717,808$21.4M0.08%+497,720+226.1%Added
Pacific Heights Asset Management LLC700,000$20.9M0.78%+200,000+40.0%Added
AQR Capital Management LLC680,325$20.3M0.01%−133,571−16.4%Reduced
Wellington Management Group LLP672,639$20.1M0.00%−2,267,132−77.1%Reduced
Goldman Sachs Group Inc669,677$20.0M0.00%+276,496+70.3%Added
Hawk Ridge Capital Management LP658,009$19.7M0.91%−382,400−36.8%Reduced
Public Sector Pension Investment Board634,731$19.0M0.06%+165,594+35.3%Added
Jump Financial, LLC573,790$17.1M0.22%+550,334+2,346.2%Added
Dimensional Fund Advisors LP524,799$15.7M0.00%+472,586+905.1%Added
Verition Fund Management LLC509,082$15.2M0.08%+403,115+380.4%Added
Gabelli Funds LLC507,483$15.2M0.10%−16,883−3.2%Reduced
Raymond James Financial Inc465,375$13.9M0.00%+906+0.2%Added
UBS Group AG459,051$13.7M0.00%+103,793+29.2%Added
BNP Paribas Arbitrage, SA395,907$11.8M0.01%+330,787+508.0%Added
Callodine Capital Management, LP361,647$10.8M0.87%+361,647New
Rhumbline Advisers359,571$10.7M0.01%+58,351+19.4%Added
Legal & General Group Plc354,088$10.6M0.00%+38,769+12.3%Added
Gamco Investors, Inc. Et Al350,250$10.5M0.10%−6,894−1.9%Reduced
Susquehanna International Group, LLP348,126$10.4M0.01%+324,224+1,356.5%Added
Ancora Advisors, LLC343,509$10.3M0.21%+29,639+9.4%Added
JPMorgan Chase & Co334,065$9.98M0.00%+28,997+9.5%Added
Wells Fargo & Company316,515$9.45M0.00%−12,561−3.8%Reduced
Ameriprise Financial Inc308,977$9.23M0.00%+42,616+16.0%Added
Newtyn Management, LLC300,000$8.96M0.95%+300,000New
California Public Employees Retirement System293,623$8.77M0.01%+80,827+38.0%Added
Element Capital Management LLC284,259$8.49M4.39%+284,259New
Natixis256,023$7.65M0.03%+256,023New
Quantbot Technologies LP251,204$7.50M0.25%+46,594+22.8%Added
Robotti Robert249,635$7.46M1.34%+38,245+18.1%Added
UBS Asset Management Americas Inc248,472$7.42M0.00%−686−0.3%Reduced
Cerity Partners LLC245,839$7.34M0.01%+37,062+17.8%Added
Asset Management One Co.,Ltd.245,213$7.33M0.02%+43,825+21.8%Added
Swiss National Bank243,186$7.26M0.00%+4,100+1.7%Added
LSV Asset Management242,083$7.23M0.02%+25,600+11.8%Added
Nomura Asset Management Co Ltd234,340$7.00M0.02%+55,760+31.2%Added
Gilman Hill Asset Management, LLC222,249$6.64M1.05%−13,226−5.6%Reduced
Adelante Capital Management LLC220,567$6.59M0.46%+220,567New
Limestone Investment Advisors LP203,795$6.09M4.12%+106,864+110.2%Added
HSBC Holdings PLC191,616$5.71M0.00%+191,616New
California State Teachers Retirement System185,923$5.55M0.01%+75,419+68.3%Added
State of Alaska, Department of Revenue180,194$5.38M0.06%+35,304+24.4%Added
First Trust Advisors LP169,784$5.07M0.00%+15,012+9.7%Added
Sumitomo Mitsui Trust Holdings, Inc.168,009$5.02M0.00%+35,523+26.8%Added
Jain Global LLC162,518$4.85M0.05%+149,686+1,166.5%Added
Algert Global LLC144,740$4.32M0.07%−488,876−77.2%Reduced
Prudential Financial Inc141,815$4.26M0.01%+26,546+23.0%Added
Barclays PLC142,526$4.26M0.00%+102,161+253.1%Added
New York State Teachers Retirement System138,162$4.13M0.01%+19,871+16.8%Added
Blackstone Group Inc.135,411$4.04M0.02%+135,411New
CF Capital LLC127,189$3.80M1.89%+127,189New
Wealth Enhancement Advisory Services, LLC125,493$3.71M0.01%+328+0.3%Added
Price T Rowe Associates Inc122,318$3.65M0.00%+30,569+33.3%Added
Great Lakes Advisors, LLC121,748$3.64M0.03%−57,643−32.1%Reduced
Bessemer Group Inc121,320$3.62M0.01%+117,814+3,360.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.121,461$3.62M0.00%+31,592+35.2%Added
State Board of Administration of Florida Retirement System116,194$3.47M0.01%00.0%Unchanged
Ieq Capital, LLC112,863$3.37M0.01%+471+0.4%Added
First Dallas Securities Inc.112,389$3.36M1.25%+20,090+21.8%Added
Schonfeld Strategic Advisors LLC111,475$3.33M0.02%+105,083+1,644.0%Added
Alliancebernstein L.P.109,891$3.28M0.00%−71,885−39.5%Reduced
Berkshire Asset Management LLC108,973$3.26M0.14%+10,426+10.6%Added
Man Group plc107,250$3.20M0.01%−74,505−41.0%Reduced
SEI Investments Co106,806$3.19M0.00%−21,676−16.9%Reduced
Waterfall Asset Management, LLC105,062$3.14M1.69%+105,062New
Public Employees Retirement System of Ohio99,908$2.98M0.01%+62,484+167.0%Added