Millrose Properties (MRP) — Institutional Investor Activity (Q2 2026)

MRP ranks #1117 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MRP is a top-conviction position for Permian Investment Partners, LP — at 13.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MRP belongs to BlackRock, Inc., but the position matters far more to Permian Investment Partners, LP, who has 13.1% 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.

Fidelity has added to its MRP position for two straight quarters, increasing it by $125.6M to reach $247.3M today.

Ken Griffin has trimmed its MRP position for two straight quarters, cutting it by $110.0M while still holding $9.7M.

MRP is down 0.6% today, but institutions show net buying of $492.8M this quarter — a divergence between today's price move and the underlying institutional flow.

MRP posted net income of $476.1M over the trailing twelve months, and currently trades at a P/E of 10.6.

• Profitable — net income of $476.1M over the trailing twelve months
• Net income improved year over year, from $23.1M to $476.1M
• Generated $3.7B in positive operating cash flow
• Liabilities run 0.58x equity — within a conventional range