MP Materials Corp.
MX ˙ BMV ˙ US5533681012
SecurityMX:MP / MP Materials Corp.
InstitutionMorgan Stanley
Latest Disclosed Ownership5,552,307 shares
Latest Disclosed Value $ 267,954,465
Morgan Stanley reports 74.72% increase in ownership of MP / MP Materials Corp.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 5,552,307 shares of MP Materials Corp. (MX:MP) valued at $267,954,465 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,177,806 shares of MP Materials Corp.. This represents a change in shares of 74.72% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MP MATERIALS COM CL A 553368101 5,552,307 2,374,501 74.72 267,954 66.91 0.0161
2026-05-27 2025-12-31 13F/A-1 MP MATERIALS COM CL A 553368101 3,177,806 -652,085 -17.03 160,543 -37.50 0.0096
2026-02-13 2025-12-31 13F MP MATERIALS COM CL A 553368101 3,177,806 -652,085 160,543 0.0096
2026-05-27 2025-09-30 13F/A-1 MP MATERIALS COM CL A 553368101 3,829,891 -189,614 -4.72 256,871 92.08 0.0156
2025-11-14 2025-09-30 13F MP MATERIALS COM CL A 553368101 3,829,891 -189,614 256,871 0.0156
2025-08-15 2025-06-30 13F MP MATERIALS COM CL A 553368101 4,019,505 1,572,619 64.27 133,729 123.89 0.0087
2025-05-15 2025-03-31 13F MP MATERIALS COM CL A 553368101 2,446,886 -5,214 -0.21 59,729 56.14 0.0043
2025-05-15 2024-12-31 13F/A-1 MP MATERIALS COM CL A 553368101 2,452,100 242,250 10.96 38,253 -1.93 0.0027
2025-02-14 2024-12-31 13F MP MATERIALS COM CL A 553368101 2,452,100 242,250 38,253 0.0027
2025-05-14 2024-09-30 13F/A-2 MP MATERIALS COM CL A 553368101 2,209,850 -532,934 -19.43 39,004 11.71 0.0028
2025-02-14 2024-09-30 13F/A-1 MP MATERIALS COM CL A 553368101 2,209,850 -532,934 39,004 0.0028
2024-11-14 2024-09-30 13F MP MATERIALS COM CL A 553368101 2,209,850 -532,934 39,004 0.0028
2025-05-14 2024-06-30 13F/A-2 MP MATERIALS COM CL A 553368101 2,742,784 -124,787 -4.35 34,916 -14.85 0.0027
2024-10-17 2024-06-30 13F/A-1 MP MATERIALS COM CL A 553368101 2,742,784 -124,787 34,916 0.0027
2024-08-14 2024-06-30 13F MP MATERIALS COM CL A 553368101 2,742,784 -124,787 34,916 0.0027
2024-10-17 2024-03-31 13F/A-2 MP MATERIALS COM CL A 553368101 2,867,571 462,141 19.21 41,006 -14.12 0.0033
2024-08-16 2024-03-31 13F/A-1 MP MATERIALS COM CL A 553368101 2,867,571 462,141 41,006 0.0004
2024-05-15 2024-03-31 13F MP MATERIALS COM CL A 553368101 2,867,571 462,141 41,006 0.0033
2024-08-16 2023-12-31 13F/A-1 MP MATERIALS COM CL A 553368101 2,405,430 -157,539 -6.15 47,748 -2.46 0.0042
2024-02-13 2023-12-31 13F MP MATERIALS COM CL A 553368101 2,405,430 -157,539 47,748 0.0042
2023-11-15 2023-09-30 13F MP MATERIALS COM CL A 553368101 2,562,969 341,420 15.37 48,953 -3.69 0.0050
2023-08-14 2023-06-30 13F MP MATERIALS COM CL A 553368101 2,221,549 365,177 19.67 50,829 -2.87 0.0050
2023-05-15 2023-03-31 13F MP MATERIALS COM CL A 553368101 1,856,372 204,083 12.35 52,331 30.45 0.0056
2023-02-14 2022-12-31 13F MP MATERIALS COM CL A 553368101 1,652,289 -158,378 -8.75 40,118 -18.84 0.0046
2022-11-14 2022-09-30 13F MP MATERIALS COM CL A 553368101 1,810,667 -546,523 -23.19 49,431 -34.63 0.0067
2022-10-27 2022-06-30 13F/A-1 MP MATERIALS COM CL A 553368101 2,357,190 -477,130 -16.83 75,620 -53.47 0.0098
2022-08-15 2022-06-30 13F MP MATERIALS COM CL A 553368101 2,357,190 -477,130 75,620 0.0020
2022-10-27 2022-03-31 13F/A-1 MP MATERIALS COM CL A 553368101 2,834,320 414,800 17.14 162,520 47.89 0.0219
2022-05-13 2022-03-31 13F MP MATERIALS COM CL A 553368101 2,834,320 414,800 162,520 0.0219
2022-02-14 2021-12-31 13F MP MATERIALS COM CL A 553368101 2,419,520 4,138 0.17 109,896 41.17 0.0136
2021-11-15 2021-09-30 13F MP MATERIALS COM CL A 553368101 2,415,382 -53,727 -2.18 77,847 -14.46 0.0105
2021-08-23 2021-06-30 13F/A-1 MP MATERIALS COM CL A 553368101 2,469,109 -1,985,294 -44.57 91,011 -43.17 0.0120
2021-08-16 2021-06-30 13F MP MATERIALS COM CL A 553368101 2,469,109 -1,985,294 91,011 0.0025
2021-05-17 2021-03-31 13F MP MATERIALS COM CL A 553368101 4,454,403 4,040,125 975.22 160,137 1,101.60 0.0235
2021-02-16 2020-12-31 13F MP MATERIALS COM CL A 553368101 414,278 414,278 13,327 0.0021
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.