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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, Q1 2026

Institutional positions in Millrose Properties, Inc. as of Mar 31, 2026. 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
486
+6 vs. Q4 2025
Shares held
135.7M
+21.9M (+19.2%) vs. Q4 2025
Total value
$3.80B
+$399.8M (+11.8%) vs. Q4 2025
New holders
75
157 more added
Sold out
69
146 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 486 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 heldQ1 2026: $3.80B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Millrose Properties, Inc.; share changes are against Q4 2025.

Institutions holding MRP in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.151,708$4.25M0.01%+88,095+138.5%Added
Quantbot Technologies LP164,681$4.61M0.19%−86,523−34.4%Reduced
Wellington Management Group LLP167,636$4.69M0.00%−505,003−75.1%Reduced
Barclays PLC169,429$4.74M0.00%+26,903+18.9%Added
Franklin Resources Inc170,062$4.76M0.00%+73,751+76.6%Added
Sumitomo Mitsui Trust Holdings, Inc.173,104$4.85M0.00%+5,095+3.0%Added
BNP Paribas Arbitrage, SA173,227$4.85M0.00%−222,680−56.2%Reduced
State of Alaska, Department of Revenue179,609$5.03M0.05%−585−0.3%Reduced
Miller Value Partners, LLC180,800$5.06M1.32%+98,000+118.4%Added
Quantinno Capital Management LP181,176$5.07M0.01%+108,508+149.3%Added
California State Teachers Retirement System187,443$5.25M0.01%+1,520+0.8%Added
Limestone Investment Advisors LP203,795$5.71M2.80%00.0%Unchanged
Public Employees Retirement System of Ohio221,049$6.19M0.02%+121,141+121.3%Added
UBS Asset Management Americas Inc223,332$6.25M0.00%−25,140−10.1%Reduced
LSV Asset Management223,933$6.27M0.01%−18,150−7.5%Reduced
Asset Management One Co.,Ltd.228,392$6.39M0.02%−16,821−6.9%Reduced
Cerity Partners LLC235,244$6.59M0.01%−10,595−4.3%Reduced
Nomura Asset Management Co Ltd243,730$6.82M0.02%+9,390+4.0%Added
Robotti Robert249,435$6.98M1.09%−200−0.1%Reduced
Victory Capital Management Inc249,732$6.99M0.00%+225,393+926.1%Added
Natixis256,177$7.17M0.03%+154+0.1%Added
Balyasny Asset Management LLC282,058$7.90M0.02%+282,058New
California Public Employees Retirement System282,771$7.92M0.00%−10,852−3.7%Reduced
Wells Fargo & Company291,038$8.15M0.00%−25,477−8.0%Reduced
Gilman Hill Asset Management, LLC292,689$8.20M1.24%+70,440+31.7%Added
Prudential Financial Inc299,336$8.38M0.01%+157,521+111.1%Added
Swiss National Bank305,086$8.54M0.00%+61,900+25.5%Added
Ameriprise Financial Inc320,619$8.98M0.00%+11,642+3.8%Added
Waterfall Asset Management, LLC325,046$9.10M5.09%+219,984+209.4%Added
Parkwood LLC331,799$9.29M0.82%+331,799New
Voloridge Investment Management, LLC336,511$9.42M0.04%−541,857−61.7%Reduced
Legal & General Group Plc343,707$9.62M0.00%−10,381−2.9%Reduced
Algert Global LLC346,679$9.71M0.15%+201,939+139.5%Added
SEI Investments Co347,235$9.72M0.01%+240,429+225.1%Added
Gamco Investors, Inc. Et Al357,178$10.0M0.10%+6,928+2.0%Added
Man Group plc372,134$10.4M0.02%+264,884+247.0%Added
Rhumbline Advisers375,688$10.5M0.01%+16,117+4.5%Added
Ancora Advisors, LLC410,189$11.5M0.24%+66,680+19.4%Added
Jacobs Levy Equity Management, Inc412,726$11.6M0.05%−305,082−42.5%Reduced
Verition Fund Management LLC415,924$11.6M0.11%−93,158−18.3%Reduced
Adelante Capital Management LLC443,990$12.4M0.88%+223,423+101.3%Added
Raymond James Financial Inc469,208$13.1M0.00%+3,833+0.8%Added
Goldman Sachs Group Inc481,040$13.5M0.00%−188,637−28.2%Reduced
Gabelli Funds LLC515,853$14.4M0.10%+8,370+1.6%Added
Bank of America Corp555,978$15.6M0.00%−171,984−23.6%Reduced
Millennium Management LLC582,942$16.3M0.01%−714,333−55.1%Reduced
Holocene Advisors, LP617,783$17.3M0.04%+617,783New
American Century Companies Inc637,140$17.8M0.01%−123,857−16.3%Reduced
Public Sector Pension Investment Board650,361$18.2M0.06%+15,630+2.5%Added
Moore Capital Management, LP658,651$18.4M0.67%−359,882−35.3%Reduced
UBS Group AG667,874$18.7M0.00%+208,823+45.5%Added
Hawk Ridge Capital Management LP669,109$18.7M0.68%+11,100+1.7%Added
Renaissance Technologies LLC687,065$19.2M0.03%−31,802−4.4%Reduced
Russell Investments Group, Ltd.706,184$19.8M0.02%−86,275−10.9%Reduced
Thrivent Financial for Lutherans724,012$20.3M0.04%−2,593−0.4%Reduced
Pacific Heights Asset Management LLC750,000$21.0M0.70%+50,000+7.1%Added
Callodine Capital Management, LP762,392$21.3M1.51%+400,745+110.8%Added
AQR Capital Management LLC891,015$24.9M0.01%+210,690+31.0%Added
Qube Research & Technologies Ltd944,266$26.4M0.04%+944,266New
Vanguard Fiduciary Trust Co958,990$26.9M0.01%+958,990New
Principal Financial Group Inc1,044,095$29.2M0.02%−884,761−45.9%Reduced
Northern Trust Corp1,103,776$30.9M0.00%−82,847−7.0%Reduced
Los Angeles Capital Management LLC1,108,155$31.0M0.12%+1,108,155New
JPMorgan Chase & Co1,187,160$32.4M0.00%+853,095+255.4%Added
Pacer Advisors, Inc.1,227,864$34.4M0.10%+1,227,864New
Bank of New York Mellon Corp1,276,671$35.7M0.01%−7,788−0.6%Reduced
Jupiter Asset Management Ltd1,327,530$37.2M0.20%+1,327,530New
Mangrove Partners1,380,992$38.7M3.14%00.0%Unchanged
Nuveen, LLC1,553,023$43.5M0.01%+691,038+80.2%Added
Gotham Asset Management, LLC1,563,070$43.8M0.13%+798,814+104.5%Added
Invesco Ltd.1,622,895$45.4M0.00%+830,529+104.8%Added
Capital World Investors1,643,026$46.0M0.01%00.0%Unchanged
Citadel Advisors LLC2,087,575$58.5M0.04%−1,665,334−44.4%Reduced
Charles Schwab Investment Management Inc2,287,956$64.1M0.01%+83,597+3.8%Added
Morgan Stanley2,629,052$73.6M0.00%−185,791−6.6%Reduced
Two Sigma Investments, LP3,000,988$84.0M0.07%+1,134,179+60.8%Added
Geode Capital Management, LLC3,006,508$84.2M0.01%+96,933+3.3%Added
Spears Abacus Advisors LLC3,677,670$103.0M2.02%+49,618+1.4%Added
Permian Investment Partners, LP3,879,312$108.6M12.00%+85,000+2.2%Added
Manufacturers Life Insurance Company, The4,302,950$120.5M0.10%−170,619−3.8%Reduced
State Street Corp5,280,012$147.8M0.01%+199,293+3.9%Added
FMR LLC6,526,876$182.8M0.01%+2,452,231+60.2%Added
Vanguard Capital Management LLC6,929,031$194.0M0.00%+6,929,031New
Brave Warrior Advisors, LLC8,515,897$238.4M5.90%−84,327−1.0%Reduced
Vanguard Portfolio Management LLC14,849,462$415.8M0.02%+14,849,462New
BlackRock, Inc.20,613,499$577.2M0.01%+659,800+3.3%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates0$00.00%−4,596,584−100.0%Sold out
Jane Street Group, LLC0$00.00%−1,986,468−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−1,401,752−100.0%Sold out
Blue Whale Capital LLP0$00.00%−834,287−100.0%Sold out
Jump Financial, LLC0$00.00%−573,790−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−348,126−100.0%Sold out
Newtyn Management, LLC0$00.00%−300,000−100.0%Sold out
Element Capital Management LLC0$00.00%−284,259−100.0%Sold out
Jain Global LLC0$00.00%−162,518−100.0%Sold out
Blackstone Group Inc.0$00.00%−135,411−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−97,804−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−54,252−100.0%Sold out
FJ Capital Management LLC0$00.00%−53,978−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−51,484−100.0%Sold out