Guru Ownership Over Time
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 $263.61 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Leon Cooperman ($201.21 M), Renaissance Technologies ($94.21 M), Joel Greenblatt ($23.35 M). Collectively, tracked Gurus hold 4.95 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $6.27 M, with 4 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of MP completely. Total sell value was $26.24 M.
Yes, 1 Gurus opened new positions in MP, and 3 added to their existing holdings. Total buy value was $19.97 M.