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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
D. E. Shaw & Co., Inc.97,804$2.92M0.00%+97,804New
Franklin Resources Inc96,311$2.88M0.00%+83,356+643.4%Added
Hodges Capital Management Inc.93,297$2.79M0.24%+12,575+15.6%Added
Entropy Technologies, LP87,928$2.63M0.14%+54,701+164.6%Added
State of New Jersey Common Pension Fund D87,506$2.61M0.01%+23,707+37.2%Added
Manning & Napier Advisors LLC84,162$2.51M0.03%+84,162New
LPL Financial LLC83,297$2.49M0.00%+4,327+5.5%Added
Miller Value Partners, LLC82,800$2.47M0.87%+82,800New
Uniplan Investment Counsel, Inc.81,943$2.45M0.25%+56,920+227.5%Added
NFC Investments, LLC79,461$2.37M0.67%−173−0.2%Reduced
Illinois Municipal Retirement Fund79,281$2.37M0.03%+15,752+24.8%Added
Edgemoor Investment Advisors, Inc.77,216$2.31M0.18%−5,989−7.2%Reduced
Neuberger Berman Group LLC76,502$2.29M0.00%−134,460−63.7%Reduced
Carmel Capital Partners, LLC72,685$2.17M0.76%00.0%Unchanged
Quantinno Capital Management LP72,668$2.17M0.00%+10,496+16.9%Added
New York State Common Retirement Fund72,236$2.16M0.00%+16,500+29.6%Added
Louisiana State Employees Retirement System70,600$2.11M0.04%+15,300+27.7%Added
Sterling Capital Management LLC67,651$2.02M0.03%+60,245+813.5%Added
Police & Firemen's Retirement System of New Jersey65,954$1.97M0.02%+13,083+24.7%Added
Bank of Montreal65,444$1.95M0.00%+1,606+2.5%Added
Resona Asset Management Co.,Ltd.65,297$1.95M0.01%+12,307+23.2%Added
Treasurer of the State of North Carolina64,133$1.92M0.01%+10,279+19.1%Added
Daiwa Securities Group Inc.63,613$1.90M0.01%+18,072+39.7%Added
Envestnet Asset Management Inc60,908$1.82M0.00%+5,758+10.4%Added
State of Tennessee, Treasury Department60,851$1.81M0.01%+7,896+14.9%Added
Janney Montgomery Scott LLC60,643$1.81M0.00%+60,643New
Penserra Capital Management LLC55,409$1.65M0.02%+46,768+541.2%Added
Salem Investment Counselors Inc55,066$1.64M0.05%−2,841−4.9%Reduced
Teacher Retirement System of Texas55,053$1.64M0.01%−640,588−92.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund54,252$1.62M0.00%+54,252New
FJ Capital Management LLC53,978$1.61M0.18%+24,583+83.6%Added
Worldquant Millennium Advisors LLC53,916$1.61M0.01%+307+0.6%Added
Magnetar Financial LLC53,428$1.60M0.02%+36,406+213.9%Added
Janus Henderson Group PLC53,300$1.59M0.00%00.0%Unchanged
Storebrand Asset Management AS53,106$1.59M0.00%−31,292−37.1%Reduced
Vestcor Inc53,106$1.59M0.05%−2,049−3.7%Reduced
Point72 Asset Management, L.P.51,484$1.54M0.00%+51,484New
CWA Asset Management Group, LLC49,701$1.48M0.05%+49,701New
Voya Investment Management LLC49,552$1.48M0.00%+39,613+398.6%Added
Oak Thistle LLC48,923$1.46M0.20%+1,916+4.1%Added
CIBC World Markets Corp47,639$1.42M0.01%+47,639New
Montgomery Investment Management Inc47,466$1.42M0.51%−37−0.1%Reduced
Amalgamated Bank47,420$1.42M0.01%+10,689+29.1%Added
Lazard Asset Management LLC47,081$1.41M0.00%+1,514+3.3%Added
Beacon Investment Advisors LLC46,752$1.40M0.56%+8,705+22.9%Added
Citigroup Inc46,675$1.39M0.00%−9,595−17.1%Reduced
State of Wyoming46,203$1.38M0.15%+4,716+11.4%Added
Captrust Financial Advisors46,176$1.38M0.00%+35,624+337.6%Added
CWM, LLC44,856$1.34M0.00%−1,697−3.6%Reduced
Natixis Advisors, L.P.44,413$1.33M0.00%−201−0.5%Reduced
Creative Planning44,333$1.32M0.00%+24,627+125.0%Added
American Assets Investment Management, LLC43,663$1.30M0.09%00.0%Unchanged
Saber Capital Managment, LLC43,413$1.30M1.11%+43,413New
Yousif Capital Management, LLC42,022$1.29M0.01%+4,113+10.8%Added
CIBC World Markets Inc.40,356$1.21M0.00%+40,356New
Toroso Investments, LLC38,269$1.14M0.00%+25,827+207.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys38,171$1.14M0.01%+7,543+24.6%Added
Gsa Capital Partners LLP38,140$1.14M0.10%+38,140New
B. Metzler seel. Sohn & Co. AG38,042$1.14M0.01%−2,269−5.6%Reduced
Handelsbanken Fonder AB37,400$1.12M0.00%+5,000+15.4%Added
XTX Topco Ltd36,006$1.08M0.03%+14,028+63.8%Added
Commonwealth Equity Services, LLC35,522$1.06M0.00%+2,592+7.9%Added
Pensionfund DSM Netherlands35,500$1.06M0.70%+35,500New
Oregon Public Employees Retirement Fund35,300$1.05M0.01%+8,200+30.3%Added
Advisor Group Holdings, Inc.34,598$1.03M0.00%+5,094+17.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd34,456$1.03M0.01%+9,604+38.6%Added
Arizona State Retirement System34,362$1.03M0.01%−2,137−5.9%Reduced
DRW Securities, LLC31,272$934.1K0.07%+31,272New
Advisors Capital Management, LLC31,178$931.3K0.01%+2,026+6.9%Added
Nisa Investment Advisors, LLC31,038$927.1K0.00%−8,570−21.6%Reduced
FORA Capital, LLC30,348$906.5K0.11%+30,348New
Pathstone Holdings, LLC30,265$904.0K0.00%+4,721+18.5%Added
Redmont Wealth Advisors LLC30,245$903.4K1.37%−597−1.9%Reduced
Teachers Retirement System of the State of Kentucky30,222$903.0K0.01%−203−0.7%Reduced
JustInvest LLC30,213$902.5K0.01%−5,838−16.2%Reduced
CI Private Wealth, LLC30,176$901.4K0.00%+8,368+38.4%Added
Maryland State Retirement & Pension System29,205$872.4K0.02%+5,314+22.2%Added
KLP Kapitalforvaltning AS29,200$872.2K0.00%+3,300+12.7%Added
TD Asset Management Inc28,810$860.6K0.00%−2,521−8.0%Reduced
Redhawk Wealth Advisors, Inc.28,753$858.9K0.10%+28,753New
Zurcher Kantonalbank (Zurich Cantonalbank)28,319$845.9K0.00%−2,627−8.5%Reduced
Mercer Global Advisors Inc28,176$843.8K0.00%+1,720+6.5%Added
Asset Management Advisors, LLC27,875$832.6K0.50%+573+2.1%Added
Royal Bank of Canada26,591$794.0K0.00%−6,534−19.7%Reduced
Knights of Columbus Asset Advisors LLC26,389$788.2K0.04%+26,389New
Virginia Retirement Systems Et Al25,150$751.2K0.00%+25,150New
Stifel Financial Corp25,000$746.9K0.00%+17,269+223.4%Added
SG Americas Securities, LLC24,713$738.0K0.00%−1,615−6.1%Reduced
Victory Capital Management Inc24,339$727.0K0.00%−89,083−78.5%Reduced
Mariner, LLC24,270$725.3K0.00%+2,654+12.3%Added
Bluefin Capital Management, LLC24,000$716.9K0.20%+24,000New
Cambridge Investment Research Advisors, Inc.23,741$709.0K0.00%+3,103+15.0%Added
Nissay Asset Management Corp23,470$701.0K0.00%+5,192+28.4%Added
Tower Bridge Advisors22,809$681.3K0.07%−971−4.1%Reduced
Shufro Rose & Co LLC22,760$679.9K0.05%−4,033−15.1%Reduced
Swedbank AB22,226$663.9K0.00%+22,226New
Bailard, Inc.22,192$662.9K0.01%+22,192New
Unison Advisors LLC21,620$645.8K0.06%+439+2.1%Added
Wolverine Asset Management LLC21,541$643.4K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.21,329$637.1K0.00%+236+1.1%Added