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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
Mirae Asset Global Investments Co., Ltd.3,605$107.7K0.00%+903+33.4%Added
STRS Ohio3,666$109.5K0.00%+802+28.0%Added
Camelot Portfolios, LLC4,084$122.0K0.08%+4,084New
Fifth Third Bancorp4,444$132.7K0.00%+1,657+59.5%Added
Parallel Advisors, LLC4,610$137.7K0.00%+1,065+30.0%Added
Allworth Financial LP4,743$141.7K0.00%−99−2.0%Reduced
EverSource Wealth Advisors, LLC4,806$143.6K0.01%+1,479+44.5%Added
Rockefeller Capital Management L.P.5,011$149.7K0.00%−197−3.8%Reduced
GAMMA Investing LLC5,373$160.5K0.01%−297−5.2%Reduced
Grove Bank & Trust5,394$161.1K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC5,405$161.4K0.00%+751+16.1%Added
Daytona Street Capital LLC5,956$177.9K0.15%+5,956New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund6,393$191.0K0.00%+6,393New
Signaturefd, LLC6,728$201.0K0.00%−147−2.1%Reduced
Mraz, Amerine & Associates, Inc.6,750$201.6K0.03%−2,233−24.9%Reduced
MetLife Investment Management6,794$202.9K0.00%+1,431+26.7%Added
Allianz Asset Management GmbH6,894$205.9K0.00%−431,811−98.4%Reduced
Norinchukin Bank, The7,050$210.6K0.00%+7,050New
Sanctuary Advisors, LLC7,266$217.0K0.00%−502−6.5%Reduced
Marex Group plc7,267$217.1K0.00%+7,267New
Scotia Capital Inc.7,319$218.7K0.00%−501−6.4%Reduced
Pinnacle Wealth Planning Services, Inc.7,596$226.9K0.02%+157+2.1%Added
US Bancorp7,711$230.3K0.00%−2,064−21.1%Reduced
Utah Retirement Systems8,119$242.5K0.00%+1,765+27.8%Added
Xponance, Inc.8,392$250.7K0.00%+2,012+31.5%Added
Boothbay Fund Management, LLC8,488$253.5K0.01%−4,905−36.6%Reduced
Perbak Capital Partners LLP8,533$254.9K0.08%+8,533New
O'Shaughnessy Asset Management, LLC8,699$259.8K0.00%−67−0.8%Reduced
Sippican Capital Advisors8,771$262.0K0.17%+88+1.0%Added
Profund Advisors LLC8,821$263.5K0.01%+8,821New
Fractal Investments LLC9,000$268.8K0.04%00.0%Unchanged
Clear Harbor Asset Management, LLC9,186$274.4K0.02%+649+7.6%Added
Commerce Bank9,268$276.8K0.00%−15−0.2%Reduced
Cetera Investment Advisers9,350$279.3K0.00%+1,264+15.6%Added
Sequoia Financial Advisors, LLC9,682$289.2K0.00%+3,329+52.4%Added
State of Michigan Retirement System9,938$296.8K0.00%00.0%Unchanged
DoubleLine ETF Adviser LP9,963$297.6K0.09%+2,442+32.5%Added
Evergreen Capital Management LLC10,050$300.2K0.01%−1,768−15.0%Reduced
Moody Lynn & Lieberson, LLC10,325$308.4K0.02%+2,425+30.7%Added
Ensign Peak Advisors, Inc10,370$309.8K0.00%−14,750−58.7%Reduced
Deutsche Bank AG10,370$309.8K0.00%+131+1.3%Added
HB Wealth Management, LLC10,431$311.6K0.00%+47+0.5%Added
Oppenheimer Asset Management Inc.10,440$311.8K0.00%+2,765+36.0%Added
LMR Partners LLP10,461$312.5K0.00%+10,461New
Colony Group, LLC10,749$321.1K0.00%+4,762+79.5%Added
CSS LLC11,023$329.3K0.02%−1,303−10.6%Reduced
HighTower Advisors, LLC11,206$334.7K0.00%+371+3.4%Added
Atria Investments LLC11,300$337.5K0.00%+562+5.2%Added
111 Capital11,358$339.3K0.07%+11,358New
Truist Financial Corp11,459$342.3K0.00%−885−7.2%Reduced
Change Path, LLC11,536$344.6K0.01%+11,536New
Tower Research Capital LLC (TRC)12,115$361.9K0.01%+4,418+57.4%Added
TD Waterhouse Canada Inc.12,291$367.0K0.00%−715−5.5%Reduced
Summit Trail Advisors, LLC12,777$381.6K0.01%+2,368+22.7%Added
Public Employees Retirement Association of Colorado12,791$382.0K0.00%00.0%Unchanged
Rockbridge Capital Management LLC12,851$383.9K0.23%00.0%Unchanged
Korea Investment CORP12,853$383.9K0.00%00.0%Unchanged
KDT Advisors, LLC13,150$392.8K0.55%−125−0.9%Reduced
Pallas Capital Advisors LLC13,484$402.8K0.01%+8+0.1%Added
Peak Financial Advisors LLC13,621$406.9K0.18%+1,373+11.2%Added
Howard Capital Management Inc.13,688$408.9K0.01%−403−2.9%Reduced
Tred Avon Family Wealth, LLC13,788$411.8K0.13%−2,387−14.8%Reduced
Blair William & Co14,016$418.7K0.00%+308+2.2%Added
Gerber Kawasaki Wealth & Investment Management14,455$431.8K0.02%+5,025+53.3%Added
Sagewood Asset Management LP14,902$445.1K0.16%+14,902New
Lyell Wealth Management, LP15,185$453.6K0.03%−8,542−36.0%Reduced
Engineers Gate Manager LP15,609$466.2K0.01%−35,906−69.7%Reduced
RSM US Wealth Management LLC15,568$467.4K0.01%+612+4.1%Added
Universal- Beteiligungs- und Servicegesellschaft mbH15,817$473.5K0.00%+7,000+79.4%Added
NEOS Investment Management LLC16,494$492.7K0.00%+4,950+42.9%Added
Graham Capital Management, L.P.16,702$498.9K0.02%+16,702New
Vident Advisory, LLC16,732$499.8K0.00%+16,732New
PEAK6 LLC16,750$500.3K0.01%+11,425+214.6%Added
Frank, Rimerman Advisors LLC17,547$524.1K0.03%+10,415+146.0%Added
Mutual of America Capital Management LLC17,622$526.4K0.01%+4,150+30.8%Added
Lecap Asset Management Ltd17,926$535.5K0.21%+17,926New
Pensionfund Sabic18,000$538.0K0.15%+18,000New
Essex Financial Services, Inc.18,364$548.5K0.03%−226−1.2%Reduced
Kovack Advisors, Inc.18,723$559.2K0.03%+18,723New
Ethic Inc.19,304$576.6K0.01%−4,755−19.8%Reduced
Dakota Wealth Management19,304$576.6K0.01%−299−1.5%Reduced
Merited Wealth, LLC19,722$589.1K0.55%+19,722New
KBC Group NV19,836$593.0K0.00%+12,415+167.3%Added
M&T Bank Corp19,869$594.1K0.00%+13,620+218.0%Added
Pictet Asset Management Holding SA20,148$601.8K0.00%+1,577+8.5%Added
GM Advisory Group, Inc.20,175$602.6K0.02%00.0%Unchanged
Merit Financial Group, LLC20,511$612.7K0.00%+110+0.5%Added
The PNC Financial Services Group, Inc.21,329$637.1K0.00%+236+1.1%Added
Wolverine Asset Management LLC21,541$643.4K0.01%00.0%Unchanged
Unison Advisors LLC21,620$645.8K0.06%+439+2.1%Added
Bailard, Inc.22,192$662.9K0.01%+22,192New
Swedbank AB22,226$663.9K0.00%+22,226New
Shufro Rose & Co LLC22,760$679.9K0.05%−4,033−15.1%Reduced
Tower Bridge Advisors22,809$681.3K0.07%−971−4.1%Reduced
Nissay Asset Management Corp23,470$701.0K0.00%+5,192+28.4%Added
Cambridge Investment Research Advisors, Inc.23,741$709.0K0.00%+3,103+15.0%Added
Bluefin Capital Management, LLC24,000$716.9K0.20%+24,000New
Mariner, LLC24,270$725.3K0.00%+2,654+12.3%Added
Victory Capital Management Inc24,339$727.0K0.00%−89,083−78.5%Reduced
SG Americas Securities, LLC24,713$738.0K0.00%−1,615−6.1%Reduced