Guru Ownership Trend
Guru Analysis for MP Materials Corp. (MP)
MP Materials Corp. (MP), a key player in the Materials sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $307.66 M.
Top institutional holders include Leon Cooperman and Renaissance Technologies.
Notably, Leon Cooperman has expressed high conviction in this stock, allocating 6.28% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.27 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 401.4%. Conversely, Joel Greenblatt reduced exposure by 30.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 6.28% | Reduce -7.4% | 3,000,000 | $201.21 M | Q3 2025 | |
| 0.12% | Add 14.2% | 1,404,600 | $94.21 M | Q3 2025 | |
| 0.10% | Reduce -30.3% | 348,189 | $23.35 M | Q3 2025 | |
| 0.01% | Add 38.3% | 88,547 | $5.94 M | Q3 2025 | |
| 0.02% | New Buy | 61,108 | $4.1 M | Q3 2025 | |
| 0.00% | Add 401.4% | 47,091 | $3.15 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for MP Materials Corp. (MP)
Major holders include Leon Cooperman ($201.21 M), Renaissance Technologies ($94.21 M), Joel Greenblatt ($23.35 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.95 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.27 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MP. The total reported sell value was $26.24 M.
Yes, 1 managers opened new positions in MP, and 3 increased their existing holdings. The total reported buy value was $19.97 M.