Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 37.9M | $1.83B | +6.5% | 21.291% | 0.27% |
| 2 | Hancock Prospecting Pty Ltd | 14.9M | $717.2M | 0.0% | 8.348% | 21.54% |
| 3 | BlackRock, Inc. | 14.7M | $711.7M | +9.4% | 8.284% | 0.01% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.4M | $548.1M | -8.0% | 6.380% | 0.06% |
| 5 | STATE STREET CORP | 7.4M | $357.0M | +12.1% | 4.155% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | $331.7M | β | 3.861% | 0.01% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | $326.7M | β | 3.803% | 0.02% |
| 8 | MORGAN STANLEY | 5.6M | $268.0M | +74.7% | 3.119% | 0.02% |
| 9 | D. E. Shaw & Co., Inc. | 5.1M | $243.8M | +90.4% | 2.837% | 0.23% |
| 10 | Invesco Ltd. | 3.8M | $183.2M | +7.6% | 2.132% | 0.03% |
| 11 | COOPERMAN LEON G | 3.0M | $144.8M | 0.0% | 1.685% | 4.75% |
| 12 | REAVES W H & CO INC | 2.6M | $125.9M | -0.0% | 1.465% | 2.09% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $121.6M | -1.0% | 1.415% | 0.01% |
| 14 | BANK OF AMERICA CORP /DE/ | 2.0M | $97.2M | -7.4% | 1.131% | 0.01% |
| 15 | Caption Management, LLC | 2.0M | $96.8M | β | 1.126% | 0.92% |
| 16 | HSBC HOLDINGS PLC | 1.9M | $91.3M | β | 1.079% | 0.05% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $90.3M | -1.9% | 1.052% | 0.02% |
| 18 | TWO SIGMA INVESTMENTS, LP | 1.8M | $85.8M | -20.0% | 0.999% | 0.07% |
| 19 | BNP Paribas Asset Management Holding S.A. | 1.3M | $64.6M | +83.6% | 0.752% | 0.07% |
| 20 | Bank of New York Mellon Corp | 1.2M | $57.7M | -0.5% | 0.672% | 0.01% |
| 21 | NORTHERN TRUST CORP | 1.1M | $53.6M | +4.6% | 0.624% | 0.01% |
| 22 | Squarepoint Ops LLC | 1.0M | $50.3M | -84.8% | 0.585% | 0.06% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 919K | $44.4M | +32.4% | 0.516% | 0.02% |
| 24 | FMR LLC | 898K | $43.4M | -35.3% | 0.505% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 858K | $41.4M | β | 0.482% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MP β a direct measure of their conviction.
Filings activity in MP during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MP position in Q1 2026
Institutions that fully closed their MP position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 694 | 0.9% | 81.79% | 3.00 pp | $8.38B | 3.5% |
| Q4 2025 | 700 | +8.5% | 84.79% | 11.83 pp | $8.69B | 12% |
| Q3 2025 | 645 | +36% | 96.62% | +47.62 pp | $9.90B | +97% |
| Q2 2025 | 475 | +19% | 49.00% | +18.37 pp | $5.02B | +60% |
| Q1 2025 | 399 | +4.5% | 30.63% | +8.30 pp | $3.14B | +37% |
| Q4 2024 | 382 | +7.6% | 22.33% | +5.49 pp | $2.29B | +33% |
| Q3 2024 | 355 | 5.8% | 16.84% | +3.25 pp | $1.73B | +24% |
| Q2 2024 | 377 | β | 13.59% | β | $1.39B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | Rosenthal Michael Stuart | Buy | 10K | $54.30 | $543K |
Quick answers to the most common questions about buying MP stock.
Based on Q1 2026 13F filings, institutional ownership of MP Materials Corp. stands at 81.8%, held across 694 reporting institutions.
UBS Group AG is the largest reported institutional holder of MP, with approximately 37,903,352 shares worth $1.83B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of MP, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for MP is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
127 institutions opened new positions in MP during Q1 2026, while 133 fully exited. 216 added to existing positions and 345 trimmed.
MP institutional ownership fell by 3.00 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 65.8% of all reported 13F value in MP, and the top 25 account for 80.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.