Mp Materials CORP (MP) Institutional Buying & Selling Tracker (Q2 2026)

MP ranks #697 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MP is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

MP is a top-conviction position for Hancock Prospecting Pty Ltd — at 14.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MP belongs to UBS Group AG, but the position matters far more to Hancock Prospecting Pty Ltd, who has 14.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

UBS Group AG has added to its MP position for two straight quarters, increasing it by $371.9M to reach $2.2B today.

Squarepoint Ops LLC has trimmed its MP position for two straight quarters, cutting it by $324.4M while still holding $20.9M.

MP is down 4.9% today, but institutions show net buying of $1.5B this quarter — a divergence between today's price move and the underlying institutional flow.

MP reported a net loss of $60.6M over the trailing twelve months.

• Not yet profitable — net loss of $60.6M over the trailing twelve months
• Revenue grew 26.1% year over year
• Net income improved year over year, from -$101.4M to -$60.6M
• Operating cash flow was negative, using $155.8M in cash
• Current ratio of 7.24x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.74x equity — within a conventional range