Who owns MP Materials (MP)
Which tracked institutional funds hold MP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
238 tracked funds added or opened MP while 99 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MP’s largest tracked holder by dollar value, Hancock Prospecting Pty Ltd, sizes it at 14.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 708 tracked filers holding MP, 400 increased or opened the position and 332 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 42
- NORGES BANK$108M
- BALYASNY ASSET MANAGEMENT L.P.$19M
- NOMURA ASSET MANAGEMENT CO LTD$18M
- OVERSEA-CHINESE BANKING Corp Ltd$16M
- Teamwork Financial Advisors, LLC$11M
- Financial Sense Advisors, Inc.$10M
Full exits 61
- Goodlander Investment Management, LLC$32M
- FRED ALGER MANAGEMENT, LLC$24M
- Amundi$19M
- Aquatic Capital Management LLC$14M
- Point72 Asset Management, L.P.$12M
- Squarepoint Ops LLC$12M
Largest adds
- BlackRock, Inc.$256M
- D. E. Shaw & Co., Inc.$174M
- PRICE T ROWE ASSOCIATES INC /MD/$116M
- Hancock Prospecting Pty Ltd$115M
- CAXTON ASSOCIATES LLP$111M
- BANK OF AMERICA CORP /DE/$94M
Largest trims
- TWO SIGMA INVESTMENTS, LP$60M
- FMR LLC$39M
- JANE STREET GROUP, LLC$12M
- PRINCIPAL FINANCIAL GROUP INC$11M
- Caption Management, LLC$8M
- CREDIT AGRICOLE S A$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Hancock Prospecting Pty Ltd | 14,861,212 | $832M | 11.2% | 2026-Q2 |
| BlackRock, Inc. added | 14,737,381 | $825M | 11.1% | 2026-Q2 |
| STATE STREET CORP added | 7,773,746 | $435M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,936,364 | $389M | 5.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,823,168 | $382M | 5.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 5,828,919 | $326M | 4.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,772,611 | $267M | 3.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 4,565,313 | $256M | 3.4% | 2026-Q2 |
| UBS Group AG added | 4,322,785 | $242M | 3.2% | 2026-Q2 |
| Invesco Ltd. added | 3,537,603 | $198M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,417,452 | $191M | 2.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,273,205 | $183M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,018,764 | $166M | 2.2% | 2026-Q2 |
| COOPERMAN LEON G | 3,000,000 | $168M | 2.3% | 2026-Q2 |
| REAVES W H & CO INC trimmed | 2,606,844 | $146M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,553,356 | $143M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,195,671 | $123M | 1.6% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 1,991,899 | $112M | 1.5% | 2026-Q2 |
| NORGES BANK added | 1,934,575 | $108M | 1.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,735,083 | $97M | 1.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,298,440 | $73M | 1.0% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,246,404 | $70M | 0.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,239,147 | $69M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,164,609 | $65M | 0.9% | 2026-Q2 |
| Driehaus Capital Management LLC added | 1,148,299 | $64M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,129,321 | $63M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 888,771 | $50M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 880,279 | $49M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 877,707 | $49M | 0.7% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 859,528 | $48M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 819,308 | $46M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 698,503 | $39M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 685,074 | $33M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 677,380 | $38M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 619,811 | $35M | 0.5% | 2026-Q2 |
| ALPS ADVISORS INC added | 605,838 | $34M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 594,664 | $33M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 594,500 | $33M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 572,984 | $32M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 564,808 | $32M | 0.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 505,980 | $28M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 492,038 | $28M | 0.4% | 2026-Q2 |
| Rokos Capital Management LLP trimmed | 477,535 | $27M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 473,117 | $26M | 0.4% | 2026-Q2 |
| BAMCO INC /NY/ added | 455,258 | $25M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 446,310 | $25M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 439,835 | $25M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 408,906 | $23M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 407,808 | $23M | 0.3% | 2026-Q2 |
| Banque Transatlantique SA trimmed | 404,590 | $23M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 371,536 | $21M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 369,348 | $21M | 0.3% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 357,468 | $20M | 0.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 352,869 | $20M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 347,751 | $19M | 0.3% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 346,900 | $19M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 333,755 | $19M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD new | 324,471 | $18M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 296,176 | $17M | 0.2% | 2026-Q2 |
| ARS Investment Partners, LLC added | 295,089 | $17M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 291,063 | $16M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 285,200 | $16M | 0.2% | 2026-Q2 |
| NAN FUNG TRINITY (HK) LTD | 283,050 | $16M | 0.2% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd new | 279,275 | $16M | 0.2% | 2026-Q2 |
| Woodline Partners LP | 278,894 | $16M | 0.2% | 2026-Q2 |
| Sicart Associates LLC added | 277,883 | $16M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 259,687 | $15M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 257,196 | $14M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 255,516 | $14M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 254,746 | $14M | 0.2% | 2026-Q2 |
| Covea Finance added | 241,300 | $14M | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 241,052 | $14M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 238,925 | $13M | 0.2% | 2026-Q2 |
| Polar Capital Holdings Plc added | 238,600 | $13M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 237,747 | $13M | 0.2% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 234,322 | $13M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 229,696 | $13M | 0.2% | 2026-Q2 |
| Private Advisory Group LLC added | 228,088 | $13M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 212,605 | $12M | 0.2% | 2026-Q2 |
| Marex Group Ltd added | 207,471 | $12M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 203,576 | $11M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 195,579 | $11M | 0.1% | 2026-Q2 |
| Teamwork Financial Advisors, LLC new | 190,100 | $11M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 186,432 | $10M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 183,262 | $10M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 178,208 | $10M | 0.1% | 2026-Q2 |
| Financial Sense Advisors, Inc. added | 176,840 | $10M | 0.1% | 2026-Q2 |
| Regal Partners Ltd added | 167,836 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 164,715 | $9M | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 160,870 | $9M | 0.1% | 2026-Q2 |
| Krane Funds Advisors LLC added | 158,999 | $9M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp new | 156,900 | $9M | 0.1% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 154,977 | $9M | 0.1% | 2026-Q2 |
| DF DENT & CO INC added | 153,920 | $9M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 152,926 | $9M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 149,689 | $8M | 0.1% | 2026-Q2 |
| Granahan Investment Management, LLC added | 148,652 | $8M | 0.1% | 2026-Q2 |
| Bernzott Capital Advisors trimmed | 148,363 | $8M | 0.1% | 2026-Q2 |
| SPROTT INC. added | 146,179 | $8M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 142,618 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.