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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $190.51 M.
Top institutional holders include Leon Cooperman and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $19.19 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 313.0%. Conversely, Cliff Asness reduced exposure by 4.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for MP Materials Corp. (MP)
Major holders include Leon Cooperman ($168.03 M), Ray Dalio ($25 M), Joel Greenblatt ($16.59 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.77 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.19 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited MP. The total reported sell value was $777,727.63.
Yes, 1 managers opened new positions in MP, and 2 increased their existing holdings. The total reported buy value was $19.97 M.