MP — MP MATERIALS CORP
As of Q2 2026, 38 SEC-registered investment managers reported holding MP (MP MATERIALS CORP) in their latest 13F filings, with a combined reported value of $5.27B across 97.43M shares. That is +8.2% by share count (+7.35M shares) versus the previous quarter, while reported value moved +23.2%. Ownership is concentrated: the five largest holders account for 75.3% of reported value and the top ten for 89.3%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MP is classified in the Materials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| UBS Group AG history | Q2 2026 | 38.74M | $2.17B | 0.29% | Add |
| BlackRock Inc history | Q2 2026 | 14.74M | $825.44M | 0.01% | Hold |
| Vanguard Group history | Q4 2025 | 14.48M | $731.52M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 7.82M | $437.78M | 0.23% | Add |
| Citadel Advisors history | Q2 2026 | 4.81M | $269.57M | 0.03% | Reduce |
| Morgan Stanley history | Q2 2026 | 4.77M | $267.31M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 3.54M | $198.14M | 0.02% | Reduce |
| Bank of America Corp history | Q2 2026 | 3.42M | $191.41M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 2.55M | $143.05M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 1.93M | $108.36M | 0.01% | Add |
| Marshall Wace history | Q2 2026 | 1.74M | $97.18M | 0.08% | Add |
| Renaissance Technologies history | Q3 2025 | 1.40M | $94.21M | 0.12% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.24M | $69.73M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 1.16M | $65.23M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.13M | $63.25M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 880.28K | $49.30M | 0.01% | Add |
| Citigroup Inc history | Q2 2026 | 731.81K | $40.99M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 620.62K | $34.76M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 594.66K | $33.31M | 0.02% | Reduce |
| Amundi US history | Q2 2026 | 509.95K | $28.56M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 100.00K sh · $5.47M
- Lazard Asset Management 74.97K sh · $4.20M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 63.34K sh · $3.06M
- Soros Fund Management sold 9.44K sh · $455.67K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 258.38K | 312.71K | 214.57K | 173.97K | 196.36K | 243.41K | 212.66K | 391.27K | 381.26K | 365.88K | 8.36M | 9.04M | 7.89M | 12.22M | 10.98M | 11.93M | 10.14M | 35.59M | 37.90M | 38.74M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 15.72M | 16.25M | 15.50M | 14.79M | 12.69M | 13.48M | 14.75M | 14.74M |
| D. E. Shaw & Co | 59.46K | — | 720.36K | 559.68K | 1.74M | 1.72M | 1.99M | 191.10K | 997.03K | 848.21K | 623.03K | 182.40K | 203.40K | 526.50K | 1.16M | 748.41K | 1.56M | 2.65M | 5.05M | 7.82M |
| Citadel Advisors | 620.31K | 633.14K | 1.15M | 1.24M | 1.14M | 1.67M | 1.99M | 1.43M | 1.87M | 1.04M | 2.49M | 2.14M | 1.84M | 2.03M | 858.74K | 2.11M | 7.42M | 6.94M | 5.99M | 4.81M |
| Morgan Stanley | 2.42M | 2.42M | 2.83M | 2.36M | 1.81M | 1.65M | 1.86M | 2.22M | 2.56M | 2.41M | 2.87M | 2.74M | 2.21M | 2.45M | 2.45M | 4.02M | 3.83M | 3.18M | 5.55M | 4.77M |
| Invesco Ltd | 2.24M | 1.37M | 2.21M | 2.79M | 1.94M | 1.76M | 1.95M | 1.17M | 668.79K | 623.06K | 2.50M | 2.07M | 2.11M | 2.12M | 2.66M | 3.03M | 3.25M | 3.53M | 3.80M | 3.54M |
| Bank of America Corp | 369.83K | 405.99K | 1.45M | 1.99M | 1.96M | 1.46M | 1.74M | 1.10M | 1.25M | 895.16K | 1.97M | 2.22M | 2.80M | 3.25M | 5.90M | 6.81M | 2.74M | 2.17M | 2.01M | 3.42M |
| Geode Capital Management | 1.13M | 1.33M | 1.23M | 975.17K | 1.15M | 1.23M | 1.28M | 1.40M | 1.93M | 2.04M | 2.13M | 2.21M | 1.99M | 1.95M | 2.02M | 1.97M | 2.35M | 2.54M | 2.52M | 2.55M |
| Norges Bank Investment Management | — | — | — | — | — | 821.88K | — | — | — | 528.18K | — | 681.89K | — | — | — | 6.16K | — | 1.63M | — | 1.93M |
| Marshall Wace | — | — | 12.69K | 580.35K | 506.46K | — | — | 265.45K | — | 13.45K | — | 17.24K | — | 341.64K | 1.29M | 247.73K | 671.17K | 154.89K | 129.52K | 1.74M |
| Goldman Sachs Group | 35.85K | 134.16K | 308.28K | 408.26K | 284.21K | 348.56K | 244.82K | 128.94K | 168.01K | 200.91K | 170.19K | 295.42K | 1.73M | 142.59K | 193.94K | 280.26K | 954.49K | 480.92K | 737.46K | 1.24M |
| BNY Mellon | 3.65M | 3.45M | 2.28M | 2.14M | 2.68M | 2.75M | 2.78M | 2.05M | 2.29M | 1.67M | 1.71M | 1.73M | 1.80M | 1.63M | 1.50M | 1.46M | 1.20M | 1.20M | 1.20M | 1.16M |
| Northern Trust Corp | 708.01K | 719.98K | 690.54K | 345.77K | 670.00K | 660.64K | 669.27K | 742.24K | 972.95K | 910.25K | 939.58K | 1.01M | 791.54K | 978.28K | 1.04M | 926.19K | 1.12M | 1.06M | 1.11M | 1.13M |
| Charles Schwab Investment Management | 713.50K | 734.44K | 752.11K | 589.41K | 746.64K | 770.80K | 769.94K | 773.56K | 1.17M | 1.20M | 1.23M | 1.24M | 935.01K | 1.08M | 1.09M | 1.02M | 850.91K | 790.32K | 852.62K | 880.28K |
| Citigroup Inc | 843.16K | 830.12K | 748.83K | 695.60K | 668.32K | 571.30K | 590.47K | 42.23K | 33.92K | 23.88K | 133.13K | 96.34K | 145.01K | 98.51K | 110.82K | 149.10K | 798.92K | 1.30M | 680.59K | 731.81K |
| Wells Fargo & Co | 375.57K | 373.91K | 327.03K | 386.99K | 535.77K | 516.93K | 454.69K | 510.54K | 369.26K | 337.99K | 316.59K | 516.33K | 256.07K | 237.01K | 246.87K | 591.56K | 779.07K | 1.01M | 524.33K | 620.62K |
| Principal Global Investors | 15.30K | 12.90K | 13.78K | 12.37K | 360.18K | 364.79K | 365.83K | 347.78K | 527.77K | 526.60K | 539.01K | 445.69K | 604.89K | 899.70K | 890.29K | 596.51K | 298.86K | 694.07K | 919.08K | 594.66K |
| Amundi US | — | — | — | 125.00K | 150.47K | 259.14K | 122.50K | 122.50K | 117.50K | 115.00K | 115.00K | 145.00K | 75.00K | 12.20K | 80.66K | 67.17K | 954.32K | 106.88K | 385.00K | 509.95K |
| Balyasny Asset Management | — | — | — | 164.02K | — | 213.44K | 130.00K | 137.54K | — | — | — | — | — | 24.78K | — | 55.12K | 50.00K | 5.80K | 24.60K | 474.36K |
| Baron Funds | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.46K | 455.26K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details