Millrose PropertiesMRP

13F holders, Q2 2025 (June 30)
428holders −8
81new positions
92sold out
8famous investors
$28.51avg. 13F price*

At the end of Q2 2025, 428 institutions reported holding Millrose Properties (MRP) in their 13F filings, down 8 from Q1 2025. 81 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($530.1M), BlackRock, Inc. ($438.5M) and Greenhaven Associates Inc. ($224.9M). 8 famous investors held it, including Glenn Greenberg (5.1% of Brave Warrior Advisors's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Millrose Properties
CUSIP
601137102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2025: 436Q1 2025Q2 2025: 428Q2 2025Q3 2025: 449Q3 2025Q4 2025: 487Q4 2025Q1 2026: 485Q1 2026Q2 2026: 524Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$99.8M
Exits92$76.7M

All 13F filers, Q1 2025 → Q2 2025: 12,438,342 shares bought and 10,663,449 shares sold, net +1,774,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 428 holders

Vanguard Group Inc. 0.01% Add +1.0% 18,594,847 $530.1M
BlackRock, Inc. 0.01% Add +1.6% 15,380,986 $438.5M
Greenhaven Associates Inc. 3.35% Reduce -0.0% 7,887,516 $224.9M
Brave Warrior Advisors 5.14% Reduce -1.2% 7,861,690 $224.1M
State Street Corp. 0.00% Add +8.7% 4,173,660 $119.0M
Manufacturers Life Insurance Company, The 0.08% Reduce -5.7% 3,016,428 $86.0M
FMR LLC 0.00% Add +10.0% 2,966,112 $84.6M
Permian Investment Partners, LP 11.21% Add +97.9% 2,764,983 $78.8M
Cannell & Spears LLC 1.50% Add +19.4% 2,603,255 $74.2M
Geode Capital Management, LLC 0.00% Add +2.1% 2,208,793 $63.0M
Wellington Management Group LLP 0.01% Reduce -28.9% 2,031,582 $57.9M
Morgan Stanley 0.00% Add +4.5% 1,939,918 $55.3M
Principal Financial Group Inc. 0.03% Reduce -0.6% 1,783,588 $50.9M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 1,708,902 $48.7M
Hawk Ridge Capital Management LP 2.00% Add +484.6% 1,678,009 $47.8M
Capital World Investors 0.01% No change 1,634,314 $46.6M
AQR Capital Management 0.03% Reduce -31.2% 1,265,097 $36.1M
Moore Capital Management, LP 0.77% Add +12.3% 1,258,936 $35.9M
Citadel Advisors 0.03% Add +13.1% 1,229,917 $35.1M
Blue Whale Capital LLP 2.24% Add +103.2% 1,199,069 $34.2M
Mangrove Partners Im, LLC 3.71% No change 1,191,659 $34.0M
Northern Trust Corp. 0.00% Add +0.4% 870,629 $24.8M
Madison Avenue Partners, LP 1.57% New 825,804 $23.5M
Newtyn Management, LLC 3.49% Reduce -59.6% 807,135 $23.0M
Millennium Management 0.02% Add +22.1% 717,439 $20.5M
Bank of New York Mellon Corp 0.00% Add +7.4% 678,786 $19.4M
Algert Global LLC 0.33% New 553,296 $15.8M
Norges Bank 0.00% Reduce -46.0% 547,665 $15.6M
Invesco Ltd. 0.00% Reduce -1.6% 539,640 $15.4M
Thrivent Financial for Lutherans 0.03% Add +497.4% 527,730 $15.0M
Russell Investments Group, Ltd. 0.02% Add +202.3% 520,927 $14.9M
Gotham Asset Management 0.09% Reduce -20.0% 514,753 $14.7M
Bank of America Corp. 0.00% Reduce -37.2% 511,943 $14.6M
Teacher Retirement System of Texas 0.06% Add +226.0% 507,979 $14.5M
Legal & General Group Plc 0.00% Reduce -23.3% 494,546 $14.1M
Nuveen, LLC 0.00% Add +71.2% 478,058 $13.6M
Neuberger Berman Group LLC 0.01% Reduce -5.3% 459,765 $13.1M
Goldman Sachs Group Inc. 0.00% Reduce -33.8% 452,136 $12.9M
UBS Group AG 0.00% Add +221.9% 447,447 $12.8M
JPMorgan Chase & Co. 0.00% Add +53.8% 431,632 $12.3M
Public Sector Pension Investment Board 0.05% Add +7.5% 410,026 $11.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +38.5% 406,995 $11.6M
HBK Investments L P 0.23% No change 400,000 $11.4M
Renaissance Technologies 0.02% New 398,600 $11.4M
Qube Research & Technologies Ltd 0.02% Reduce -33.7% 397,811 $11.3M
Gabelli Funds LLC 0.08% Add +59.5% 388,843 $11.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -61.2% 376,786 $10.7M
GAMCO Investors 0.10% Add +38.4% 365,902 $10.4M
American Century Companies Inc. 0.01% Add +1396.9% 356,552 $10.2M
Pacific Heights Asset Management LLC 0.53% Add +6.1% 350,000 $10.0M
Raymond James Financial Inc. 0.00% Add +24.7% 345,320 $9.8M
683 Capital Management, LLC 0.93% Reduce -14.4% 303,800 $8.7M
Rhumbline Advisers 0.01% Add +7.5% 301,696 $8.6M
Ameriprise Financial Inc. 0.00% Reduce -8.9% 294,348 $8.4M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -9.8% 265,838 $7.6M
Parkwood LLC 0.68% New 260,838 $7.4M
LSV Asset Management 0.02% Reduce -30.7% 248,442 $7.1M
Citigroup Inc. 0.00% Reduce -33.0% 247,082 $7.0M
Marshall Wace, LLP 0.01% Reduce -70.6% 240,367 $6.9M
Swiss National Bank 0.00% Add +3.7% 235,686 $6.7M
Wells Fargo & Company 0.00% Reduce -15.2% 230,873 $6.6M
Dimensional Fund Advisors LP 0.00% Reduce -62.8% 222,012 $6.3M
Robotti Robert 1.02% New 212,710 $6.1M
Ancora Advisors LLC 0.13% Add +65.9% 210,230 $6.0M
Cerity Partners LLC 0.01% New 209,934 $6.0M
California Public Employees Retirement System 0.00% Add +7.7% 202,284 $5.8M
Nomura Asset Management Co. Ltd. 0.01% Add +3.3% 174,480 $5.0M
Asset Management One Co., Ltd. 0.02% Reduce -0.9% 172,990 $4.9M
Baron Capital (BAMCO) 0.01% No change 171,526 $4.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.8% 168,592 $4.8M
North Ground Capital 6.08% Reduce -48.6% 166,750 $4.8M
State of Alaska, Department of Revenue 0.04% Add +76.1% 147,700 $4.2M
Man Group plc 0.01% New 147,425 $4.2M
Franklin Resources Inc. 0.00% Reduce -39.5% 132,547 $3.8M
Limestone Investment Advisors LP 1.60% — 124,672 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.7% 124,827 $3.5M
Dark Forest Capital Management LP 0.14% New 122,125 $3.5M
BNP Paribas Financial Markets 0.00% Add +149.0% 121,412 $3.5M
New York State Teachers Retirement System 0.01% Reduce -16.0% 118,391 $3.4M
Prudential Financial Inc. 0.00% Add +1.9% 118,049 $3.4M
State Board of Administration of Florida Retirement System 0.01% Add +0.3% 117,949 $3.4M
California State Teachers Retirement System 0.00% Reduce -6.5% 102,923 $2.9M
Verition Fund Management LLC 0.02% Add +430.8% 102,795 $2.9M
Ieq Capital, LLC 0.02% Reduce -9.5% 101,134 $2.9M
First Trust Advisors LP 0.00% Add +185.7% 98,294 $2.8M
Berkshire Asset Management LLC 0.12% Add +348.9% 94,847 $2.7M
Edgemoor Investment Advisors, Inc. 0.22% New 87,392 $2.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.8% 86,840 $2.5M
J. Goldman & Co LP 0.07% Reduce -88.0% 80,578 $2.3M
T. Rowe Price Associates Inc. 0.00% Add +0.5% 80,019 $2.3M
NFC Investments, LLC 0.65% Add +28.8% 79,784 $2.3M
Walleye Capital LLC 0.02% Add +26.4% 75,129 $2.1M
Bank of Montreal 0.00% Reduce -3.3% 75,000 $2.1M
Carmel Capital Partners, LLC 0.73% Reduce 0.0% 72,685 $2.1M
Intrinsic Edge Capital Management LLC 0.30% New 70,000 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -19.4% 67,194 $1.9M
FJ Capital Management LLC 0.20% New 66,444 $1.9M
Illinois Municipal Retirement Fund 0.03% Reduce -0.4% 65,421 $1.9M
Salem Investment Counselors Inc. 0.06% Reduce -12.3% 64,562 $1.8M
Sei Investments Co. 0.00% Add +76.5% 59,372 $1.7M

"% of holder's portfolio" is MRP's weight in each manager's 13F, not the share of Millrose Properties the manager owns.

Show all 428 holders