MRPNYSEReal EstateFiscal year ends December 31
Millrose Properties, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$21.98−0.52 (-2.31%)
Close on Oct 19, 2026
- Market cap
- $3.65B
- P/E (TTM)
- 7.7
- Dividend yield
- 11.60%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.5%
142M of 166M shares
Institutional holders
522
97 new, 50 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
16 buys · 0 sales
Net bought $7.19M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 8,229,447 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 8,116,252 | 5.26% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 21,218,706 | 13.80% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 15,542,408 | 10.07% | 13G (passive) amendment | May 29, 2026 |
| Stuart A. Miller | 12,509,091 | 7.50% | 13D (active) | Feb 7, 2025 |
| LMM Family Corp. | 10,816,805 | 6.50% | 13D (active) | Feb 7, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MRP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,238,588 | 13.39% | $668.27M | +1,625,089 | 0.01% |
| Vanguard Portfolio Management LLC | 15,560,238 | 9.37% | $467.59M | +710,776 | 0.02% |
| FMR LLC | 8,229,447 | 4.96% | $247.29M | +1,702,571 | 0.01% |
| Vanguard Capital Management LLC | 6,940,665 | 4.18% | $208.57M | +11,634 | 0.00% |
| State Street Corp | 6,824,473 | 4.11% | $205.08M | +1,544,461 | 0.01% |
| Brave Warrior Advisors, LLC | 6,030,725 | 3.63% | $181.22M | −2,485,172 | 3.95% |
| Manufacturers Life Insurance Company, The | 4,090,294 | 2.46% | $122.91M | −212,656 | 0.10% |
| Permian Investment Partners, LP | 3,977,316 | 2.40% | $119.52M | +98,004 | 13.11% |
| Norges Bank | 3,919,456 | 2.36% | $117.78M | New | 0.01% |
| Spears Abacus Advisors LLC | 3,703,408 | 2.23% | $111.29M | +25,738 | 1.98% |
| Geode Capital Management, LLC | 3,015,131 | 1.82% | $90.63M | +8,623 | 0.00% |
| Morgan Stanley | 2,694,759 | 1.62% | $80.98M | +65,707 | 0.00% |
| Invesco Ltd. | 2,444,906 | 1.47% | $73.47M | +822,011 | 0.01% |
| Charles Schwab Investment Management Inc | 2,398,402 | 1.44% | $72.07M | +110,446 | 0.01% |
| Aqr Capital Management LLC | 2,340,591 | 1.41% | $70.33M | +1,449,576 | 0.02% |
| Bank of New York Mellon Corp | 1,808,592 | 1.09% | $54.35M | +531,921 | 0.01% |
| Two Sigma Investments, LP | 1,443,419 | 0.87% | $43.37M | −1,557,569 | 0.03% |
| Mangrove Partners | 1,380,992 | 0.83% | $41.50M | – | 2.73% |
| Pacer Advisors, Inc. | 1,333,996 | 0.80% | $40.09K | +106,132 | 0.10% |
| Jupiter Asset Management Ltd | 1,330,020 | 0.80% | $39.97M | +2,490 | 0.20% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 522 | 142M | 85.5% | 97 / 184 | 137 / 50 | 23M | 16M |
| Q1 2026 | 485 | 136M | 81.7% | 74 / 157 | 146 / 69 | 42M | 24M |
| Q4 2025 | 486 | 139M | 83.5% | 96 / 193 | 99 / 53 | 41M | 9M |
| Q3 2025 | 449 | 107M | 64.5% | 76 / 139 | 120 / 50 | 13M | 16M |
| Q2 2025 | 428 | 110M | 66.4% | 89 / 112 | 151 / 93 | 13M | 11M |
| Q1 2025 | 435 | 109M | 65.5% | 435 / 0 | 0 / 0 | 109M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MRP | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9,291,712 | 5.60% | $279.22M | 0.25% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 5,864,437 | 3.53% | $164.09M | 0.22% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 4,899,822 | 2.95% | $147.24M | 0.01% | Jun 30, 2026 |
| Fidelity Dividend Growth Fund | 4,078,700 | 2.46% | $114.12M | 0.96% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 3,538,468 | 2.13% | $106.33M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,240,582 | 1.35% | $67.33M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,768,032 | 1.06% | $53.13M | 0.05% | Jun 30, 2026 |
| Fidelity Capital Appreciation Fund | 1,699,600 | 1.02% | $47.55M | 0.61% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,412,049 | 0.85% | $42.43M | 0.25% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 1,333,971 | 0.80% | $37.32M | 1.02% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 1,099,398 | 0.66% | $30.76M | 1.01% | Jul 31, 2026 |
| Schwab U.S. REIT ETF | 1,090,592 | 0.66% | $30.78M | 0.31% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,029,281 | 0.62% | $28.80M | 0.26% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 976,176 | 0.59% | $29.33M | 0.26% | Jun 30, 2026 |
| Fundamental All Cap Core Trust | 877,298 | 0.53% | $26.36M | 1.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Diane J. Bessette | See Remarks, Director | 0 | – | Jan 17, 2025 |
| Rachel Presa | General Counsel and Secretary | 2,500 | 0.00% | May 13, 2026 |
| Darren Richman | See Remarks | 500,000 | 0.30% | May 13, 2026 |
| Robert Nitkin | Chief Operating Officer | 5,065 | 0.00% | May 13, 2026 |
| Adil Pasha | Chief Technology Officer | 2,500 | 0.00% | May 23, 2025 |
| Garett Rosenblum | See Remarks | 5,900 | 0.00% | Mar 3, 2025 |
| Jonathan M. Jaffe | See Remarks | 0 | – | Jan 17, 2025 |
| Stuart A. Miller | See Remarks | 0 | – | Jan 17, 2025 |
| David M. Collins | Vice President and Controller | 0 | – | Jan 17, 2025 |
| Carlos A. Migoya | Director | 30,075 | 0.02% | Aug 10, 2026 |
| Matthew B. Gorson | Director | 38,750 | 0.02% | Aug 10, 2026 |
| Mary Alison Mincey | Director | 17,750 | 0.01% | May 13, 2026 |
| Patrick J. Bartels Jr | Director | 42,750 | 0.03% | May 13, 2026 |
| Kathleen B. Lynch | Director | 21,600 | 0.01% | May 13, 2026 |
| Mark Sustana | Director | 0 | – | Jan 17, 2025 |
| Corp /New/ Lennar | 10% owner | 1,794 | 0.00% | Dec 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew B. Gorson Director | Aug 10, 2026 | Buy | +3,000 | $28.80 | $86.40K | 38,750 |
| Carlos A. Migoya Director | Aug 7, 2026 | Buy | +1,000 | $29.18 | $29.18K | 30,075 |
| Matthew B. Gorson Director | May 18, 2026 | Buy | +4,500 | $26.97 | $121.37K | 35,750 |
| Matthew B. Gorson Director | May 13, 2026 | Award | +5,639 | – | – | 31,250 |
| Rachel Presa General Counsel and Secretary | May 13, 2026 | Buy | +307 | $26.62 | $8.17K | 2,500 |
| Carlos A. Migoya Director | May 13, 2026 | Award | +5,639 | – | – | 29,075 |
| Mary Alison Mincey Director | May 13, 2026 | Award | +5,639 | – | – | 17,750 |
| Kathleen B. Lynch Director | May 13, 2026 | Award | +5,639 | – | – | 21,600 |
| Patrick J. Bartels Jr Director | May 13, 2026 | Award | +5,639 | – | – | 42,750 |
| Robert Nitkin Chief Operating Officer | May 12, 2026 | Buy | +1,840 | $26.60 | $48.94K | 5,065 |
| Rachel Presa General Counsel and Secretary | May 11, 2026 | Buy | +725 | $27.18 | $19.71K | 2,193 |
| Darren Richman See Remarks | May 11, 2026 | Buy | +195,000 | $27.31 | $5.33M | 416,000 |
| Darren Richman See Remarks | May 11, 2026 | Buy | +40,000 | $27.31 | $1.09M | 84,000 |
| Matthew B. Gorson Director | Mar 5, 2026 | Buy | +1,000 | $30.67 | $30.67K | 25,611 |
| Matthew B. Gorson Director | Dec 10, 2025 | Award | +6,451 | – | – | 24,611 |
| Carlos A. Migoya Director | Dec 10, 2025 | Award | +6,451 | – | – | 23,436 |
| Mary Alison Mincey Director | Dec 10, 2025 | Award | +6,451 | – | – | 12,111 |
| Patrick J. Bartels Jr Director | Dec 10, 2025 | Award | +6,451 | – | – | 37,111 |
| Kathleen B. Lynch Director | Dec 10, 2025 | Award | +6,451 | – | – | 15,961 |
| Carlos A. Migoya Director | Nov 26, 2025 | Buy | +219 | – | – | 16,985 |
| Corp /New/ Lennar 10% owner | Nov 26, 2025 | Other | −33,298,754 | – | – | 1,794 |
| Kathleen B. Lynch Director | Nov 24, 2025 | Buy | +1,860 | $31.74 | $59.04K | 9,510 |
| Carlos A. Migoya Director | Nov 12, 2025 | Buy | +1,000 | $32.24 | $32.24K | 16,766 |
| Rachel Presa General Counsel and Secretary | Oct 30, 2025 | Buy | +234 | $32.33 | $7.57K | 1,226 |
| Rachel Presa General Counsel and Secretary | Oct 30, 2025 | Buy | +242 | $32.37 | $7.83K | 1,468 |
| Matthew B. Gorson Director | Oct 29, 2025 | Buy | +2,500 | $32.69 | $81.73K | 18,160 |
| Patrick J. Bartels Jr Director | Oct 28, 2025 | Buy | +7,500 | $32.52 | $243.90K | 30,660 |
| Adil Pasha Chief Technology Officer | May 21, 2025 | Buy | +2,500 | $28.34 | $70.85K | 2,500 |
| Patrick J. Bartels Jr Director | May 20, 2025 | Buy | +8,750 | $28.62 | $250.43K | 23,160 |
| Patrick J. Bartels Jr Director | May 19, 2025 | Buy | +8,750 | $28.36 | $248.15K | 14,410 |
| Matthew B. Gorson Director | May 19, 2025 | Buy | +7,500 | $28.24 | $211.80K | 15,660 |
| Kathleen B. Lynch Director | May 19, 2025 | Award | +1,990 | $28.36 | $56.44K | 7,650 |
| Mary Alison Mincey Director | Apr 3, 2025 | Award | +5,660 | – | – | 5,660 |
| Carlos A. Migoya Director | Apr 3, 2025 | Award | +5,660 | – | – | 15,766 |
| Patrick J. Bartels Jr Director | Apr 3, 2025 | Award | +5,660 | – | – | 5,660 |
| Kathleen B. Lynch Director | Apr 3, 2025 | Award | +5,660 | – | – | 5,660 |
| Matthew B. Gorson Director | Apr 3, 2025 | Award | +5,660 | – | – | 8,160 |
| Carlos A. Migoya Director | Mar 5, 2025 | Buy | +3,458 | $22.45 | $77.63K | 10,106 |
| Rachel Presa General Counsel and Secretary | Mar 3, 2025 | Buy | +638 | $22.79 | $14.54K | 638 |
| Rachel Presa General Counsel and Secretary | Mar 3, 2025 | Buy | +354 | $22.83 | $8.08K | 992 |
| Carlos A. Migoya Director | Mar 3, 2025 | Buy | +3,259 | $22.89 | $74.60K | 6,648 |
| Garett Rosenblum See Remarks | Mar 3, 2025 | Buy | +5,900 | $22.84 | $134.76K | 5,900 |
| Robert Nitkin Chief Operating Officer | Feb 20, 2025 | Buy | +3,225 | $23.55 | $75.95K | 3,225 |
| Darren Richman See Remarks | Feb 14, 2025 | Buy | +44,000 | $23.00 | $1.01M | 44,000 |
| Darren Richman See Remarks | Feb 13, 2025 | Buy | +44,848 | $22.09 | $990.69K | 44,848 |
| Darren Richman See Remarks | Feb 13, 2025 | Buy | +176,152 | $22.70 | $4.00M | 221,000 |
| Carlos A. Migoya Director | Feb 13, 2025 | Buy | +3,389 | $22.00 | $74.56K | 3,389 |
| Matthew B. Gorson Director | Feb 13, 2025 | Buy | +2,500 | $22.59 | $56.48K | 2,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.