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MP Materials Corp.

MP Materials
$57.55 +$0.37 (0.65%)
Market Cap: $10.25 B
Gurus Holding
6
Popularity Rank
#1587
% of Shares Held
1.93%
Net Activity (Q1 2026)
+$640,880.26

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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $197.47 M.

Top institutional holders include Leon Cooperman and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $640,880.26 net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, George Soros reduced exposure by 23.7%.

Key Holders

Top 5 by Value

$144.78 M
$13.41 M
$5.21 M
$1.44 M
$455,671

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$2.78 M
Total Buy Value
New Buys 1
Additions 2
-$2.14 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for MP Materials Corp. (MP)

Major holders include Leon Cooperman ($144.78 M), Joel Greenblatt ($13.41 M), Ray Dalio ($5.21 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.43 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $640,880.26, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MP. The total reported sell value was $2.14 M.

Yes, 1 managers opened new positions in MP, and 2 increased their existing holdings. The total reported buy value was $2.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.75% 3,000,000 $144.78 M Q1 2026
0.04% Reduce -1.9% 277,896 $13.41 M Q1 2026
0.02% Add 73.0% 108,054 $5.21 M Q1 2026
0.00% Add 30.0% 30,629 $1.44 M Q1 2026
0.00% Reduce -23.7% 9,442 $455,671 Q1 2026
0.00% New Buy 5,172 $249,601 Q1 2026
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