MP
MP Materials Corp. / DE
+1.15 (+2.35%)50.14USD1.7M成交股數8.9B市值–本益比(近四季)29.2股價營收比+89.0%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 1.5M · 79.9M |
| 近 180 天 淨額 | −78.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | 06-30 | DUCKWORTH CONNIE K | Director | A 獲配股票 | 624 | – | – | 41.8K | SEC |
| 2026-06-15 | 06-15 | MYERS RICHARD B | Director | M 選擇權執行 | 4.0K | – | – | 7.8K | SEC |
| 2026-06-15 | 06-15 | DUCKWORTH CONNIE K | Director | M 選擇權執行 | 4.0K | – | – | 41.1K | SEC |
| 2026-06-15 | 06-15 | Lavan Maryanne | Director | M 選擇權執行 | 4.0K | – | – | 23.8K | SEC |
| 2026-06-15 | 06-15 | WEISENBURGER RANDALL J | Director | M 選擇權執行 | 4.0K | – | – | 151K | SEC |
| 2026-06-09 | 06-10 | Rosenthal Michael Stuart | Chief Operating Officer | P 公開市場買進 | 10.0K | 54.30 | 543K | 137K | SEC |
| 2026-06-03 | 06-05 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 37.3K | 70.23 | 2.6M | 11.8M | SEC |
| 2026-06-03 | 06-05 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 11.7K | 71.31 | 837K | 11.8M | SEC |
| 2026-06-03 | 06-05 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 136K | 68.65 | 9.3M | 11.6M | SEC |
| 2026-05-29 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 48.0K | 64.56 | 3.1M | 11.8M | SEC |
| 2026-05-29 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 1.9K | 65.13 | 127K | 11.9M | SEC |
| 2026-05-28 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 49.3K | 66.52 | 3.3M | 12.0M | SEC |
| 2026-05-28 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 6.7K | 68.18 | 457K | 12.1M | SEC |
| 2026-05-28 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 95.1K | 64.67 | 6.2M | 11.9M | SEC |
| 2026-05-28 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 39.4K | 67.78 | 2.7M | 12.0M | SEC |
| 2026-05-28 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 44.1K | 65.65 | 2.9M | 12.0M | SEC |
| 2026-05-27 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 23.1K | 66.06 | 1.5M | 12.2M | SEC |
| 2026-05-27 | 05-29 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 92.2K | 65.20 | 6.0M | 12.1M | SEC |
| 2026-05-20 | 05-20 | Rosenthal Michael Stuart | Chief Operating Officer | P 公開市場買進 | 17.0K | 56.62 | 963K | 1.3M | SEC |
| 2026-05-13 | 05-14 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 83.2K | 64.93 | 5.4M | 12.2M | SEC |
| 2026-05-13 | 05-14 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 94.0K | 65.31 | 6.1M | 12.3M | SEC |
| 2026-05-12 | 05-14 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 19.8K | 67.12 | 1.3M | 12.5M | SEC |
| 2026-05-12 | 05-14 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 103K | 65.67 | 6.8M | 12.4M | SEC |
| 2026-05-08 | 05-08 | Corbett Ryan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 20.0K | 75.00 | 1.5M | 109K | SEC |
| 2026-05-08 | 05-08 | Hoops Elliot Dean | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 7.0K | 75.00 | 522K | 54.1K | SEC |
| 2026-04-20 | 04-20 | Litinsky James H. | Chairman and CEO | S 公開市場賣出(10b5-1) | 259K | 64.03 | 16.6M | 12.5M | SEC |
| 2026-04-17 | 04-20 | Litinsky James H. | Chairman and CEO | S 公開市場賣出(10b5-1) | 40.8K | 64.05 | 2.6M | 12.8M | SEC |
| 2026-04-01 | 04-01 | Infuso David Gregory | Chief Accounting Officer | F 繳稅扣股 | 804 | 48.41 | 39K | 48.4K | SEC |
| 2026-03-31 | 04-01 | DUCKWORTH CONNIE K | Director | A 獲配股票 | 725 | – | – | 37.2K | SEC |
| 2026-03-17 | 03-17 | Corbett Ryan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 46.0K | 60.00 | 2.8M | 129K | SEC |
| 2026-03-16 | 03-17 | Hoops Elliot Dean | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 13.9K | 60.01 | 835K | 61.1K | SEC |
| 2026-01-22 | 01-22 | Infuso David Gregory | Chief Accounting Officer | F 繳稅扣股 | 1.2K | 68.37 | 82K | 49.2K | SEC |
| 2026-01-20 | 01-22 | Hoops Elliot Dean | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 7.8K | 68.21 | 534K | 75.0K | SEC |
| 2026-01-14 | 01-14 | Infuso David Gregory | Chief Accounting Officer | F 繳稅扣股 | 444 | 69.30 | 31K | 50.4K | SEC |
| 2026-01-14 | 01-14 | Hoops Elliot Dean | General Counsel and Secretary | F 繳稅扣股 | 1.3K | 69.30 | 90K | 82.8K | SEC |
| 2026-01-14 | 01-14 | Corbett Ryan | Chief Financial Officer | F 繳稅扣股 | 3.5K | 69.30 | 243K | 175K | SEC |
| 2026-01-13 | 01-14 | Infuso David Gregory | Chief Accounting Officer | F 繳稅扣股 | 1.8K | 63.82 | 116K | 50.9K | SEC |
| 2026-01-13 | 01-14 | Hoops Elliot Dean | General Counsel and Secretary | F 繳稅扣股 | 3.8K | 63.82 | 241K | 84.1K | SEC |
| 2026-01-13 | 01-14 | Rosenthal Michael Stuart | Chief Operating Officer | F 繳稅扣股 | 9.1K | 63.82 | 580K | 1.3M | SEC |
| 2026-01-13 | 01-14 | Corbett Ryan | Chief Financial Officer | F 繳稅扣股 | 5.9K | 63.82 | 380K | 179K | SEC |
| 2026-01-13 | 01-13 | Litinsky James H. | Chairman and CEO | F 繳稅扣股 | 35.1K | 63.82 | 2.2M | 216K | SEC |
| 2026-01-12 | 01-14 | Corbett Ryan | Chief Financial Officer | A 獲配股票 | 16.6K | – | – | 173K | SEC |
| 2026-01-12 | 01-14 | Infuso David Gregory | Chief Accounting Officer | F 繳稅扣股 | 581 | 65.34 | 38K | 52.7K | SEC |
| 2026-01-12 | 01-14 | Infuso David Gregory | Chief Accounting Officer | A 獲配股票 | 1.3K | – | – | 53.3K | SEC |
| 2026-01-12 | 01-14 | Infuso David Gregory | Chief Accounting Officer | A 獲配股票 | 3.9K | – | – | 52.0K | SEC |
| 2026-01-12 | 01-14 | Hoops Elliot Dean | General Counsel and Secretary | F 繳稅扣股 | 4.5K | 65.34 | 296K | 87.9K | SEC |
| 2026-01-12 | 01-14 | Hoops Elliot Dean | General Counsel and Secretary | F 繳稅扣股 | 9.0K | 65.34 | 590K | 92.4K | SEC |
| 2026-01-12 | 01-14 | Hoops Elliot Dean | General Counsel and Secretary | A 獲配股票 | 22.9K | – | – | 101K | SEC |
| 2026-01-12 | 01-14 | Hoops Elliot Dean | General Counsel and Secretary | A 獲配股票 | 8.7K | – | – | 78.5K | SEC |
| 2026-01-12 | 01-14 | Rosenthal Michael Stuart | Chief Operating Officer | F 繳稅扣股 | 10.6K | 65.34 | 694K | 1.3M | SEC |
| 2026-01-12 | 01-14 | Rosenthal Michael Stuart | Chief Operating Officer | A 獲配股票 | 33.6K | – | – | 1.3M | SEC |
| 2026-01-12 | 01-14 | Rosenthal Michael Stuart | Chief Operating Officer | A 獲配股票 | 18.3K | – | – | 1.3M | SEC |
| 2026-01-12 | 01-14 | Corbett Ryan | Chief Financial Officer | F 繳稅扣股 | 7.3K | 65.34 | 478K | 184K | SEC |
| 2026-01-12 | 01-14 | Corbett Ryan | Chief Financial Officer | A 獲配股票 | 30.6K | – | – | 204K | SEC |
| 2026-01-12 | 01-14 | Corbett Ryan | Chief Financial Officer | F 繳稅扣股 | 12.0K | 65.34 | 787K | 192K | SEC |
| 2026-01-12 | 01-13 | Litinsky James H. | Chairman and CEO | A 獲配股票 | 65.4K | – | – | 278K | SEC |
| 2026-01-12 | 01-13 | Litinsky James H. | Chairman and CEO | F 繳稅扣股 | 38.2K | 65.34 | 2.5M | 278K | SEC |
| 2026-01-12 | 01-13 | Litinsky James H. | Chairman and CEO | A 獲配股票 | 38.2K | – | – | 316K | SEC |
| 2026-01-12 | 01-13 | Litinsky James H. | Chairman and CEO | F 繳稅扣股 | 26.3K | 65.34 | 1.7M | 251K | SEC |
| 2026-01-08 | 01-09 | Litinsky James H. | Chairman and CEO | S 公開市場賣出(10b5-1) | 273K | 64.17 | 17.5M | 12.8M | SEC |
| 2026-01-07 | 01-09 | Litinsky James H. | Chairman and CEO | S 公開市場賣出(10b5-1) | 27.4K | 64.01 | 1.8M | 13.1M | SEC |
| 2025-12-31 | 01-02 | Lavan Maryanne | Director | A 獲配股票 | 556 | – | – | 19.8K | SEC |
| 2025-12-31 | 01-02 | DUCKWORTH CONNIE K | Director | A 獲配股票 | 593 | – | – | 36.4K | SEC |
| 2025-12-09 | 12-10 | Corbett Ryan | Chief Financial Officer | S 公開市場賣出 | 38.1K | 60.00 | 2.3M | 157K | SEC |
| 2025-12-05 | 12-05 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 74.6K | 63.42 | 4.7M | 13.1M | SEC |
| 2025-12-05 | 12-05 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 34.8K | 63.11 | 2.2M | 13.2M | SEC |
| 2025-12-05 | 12-05 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 276K | 62.79 | 17.3M | 13.2M | SEC |
| 2025-11-20 | 11-20 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 208K | 63.72 | 13.2M | 13.4M | SEC |
| 2025-11-20 | 11-20 | Litinsky James H. | Chairman and CEO | S 公開市場賣出 | 40.7K | 64.60 | 2.6M | 13.4M | SEC |
| 2025-11-18 | 11-20 | Litinsky James H. | Chairman and CEO | F 繳稅扣股 | 78.7K | 58.51 | 4.6M | 334K | SEC |
| 2025-11-17 | 11-19 | Corbett Ryan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 20.0K | 57.72 | 1.2M | 195K | SEC |
| 2025-10-13 | 10-14 | Infuso David Gregory | Chief Accounting Officer | A 獲配股票 | 3.4K | – | – | 48.1K | SEC |
| 2025-09-30 | 10-01 | DUCKWORTH CONNIE K | Director | A 獲配股票 | 447 | – | – | 35.8K | SEC |
| 2025-09-30 | 10-01 | Lavan Maryanne | Director | A 獲配股票 | 419 | – | – | 19.2K | SEC |
| 2025-09-12 | 09-12 | Litinsky James H. | Chairman and CEO | G 贈與 | 25.0K | – | – | 13.6M | SEC |
| 2025-08-29 | 08-29 | Rosenthal Michael Stuart | Chief Operating Officer | S 公開市場賣出 | 83.9K | 71.48 | 6.0M | 1.4M | SEC |
| 2025-08-29 | 08-29 | Rosenthal Michael Stuart | Chief Operating Officer | S 公開市場賣出 | 14.1K | 73.23 | 1.0M | 1.3M | SEC |
| 2025-08-29 | 08-29 | Rosenthal Michael Stuart | Chief Operating Officer | S 公開市場賣出 | 52.1K | 72.56 | 3.8M | 1.3M | SEC |
| 2025-08-01 | 08-01 | Hoops Elliot Dean | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 700 | 60.77 | 43K | 218 | SEC |
| 2025-08-01 | 08-01 | Hoops Elliot Dean | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 5.4K | 60.22 | 326K | 918 | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Hancock Prospecting Pty Ltd | 14.9M | 832M | 不變 | 持平 |
| BlackRock, Inc. | 14.7M | 825M | −9.5K (-0%) | 減碼 |
| STATE STREET CORP | 7.8M | 435M | +377K (+5%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | 389M | +62.7K (+1%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | 382M | +53.0K (+1%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 5.8M | 326M | +2.7M (+85%) | 加碼 |
| MORGAN STANLEY | 4.8M | 267M | −780K (-14%) | 減碼 |
| VAN ECK ASSOCIATES CORP | 4.6M | 256M | −23.2K (-1%) | 減碼 |
| UBS Group AG | 4.3M | 242M | +848K (+24%) | 加碼 |
| Invesco Ltd. | 3.5M | 198M | −258K (-7%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 3.4M | 191M | +1.4M (+70%) | 加碼 |
| COOPERMAN LEON G | 3.0M | 168M | 不變 | 持平 |
| JPMORGAN CHASE & CO | 3.0M | 166M | +99.5K (+3%) | 加碼 |
| REAVES W H & CO INC | 2.6M | 146M | −1.9K (-0%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6M | 143M | +33.6K (+1%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 2.2M | 123M | +323K (+17%) | 加碼 |
| CAXTON ASSOCIATES LLP | 2.0M | 112M | +2.0M (+32602%) | 加碼 |
| 挪威主權基金 NORGES BANK | 1.9M | 108M | 新進 | 新進 |
| MARSHALL WACE, LLP | 1.7M | 97.2M | +1.6M (+1240%) | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1.3M | 72.7M | −39.7K (-3%) | 減碼 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.2M | 69.8M | +719K (+136%) | 加碼 |
| BANK OF MONTREAL /CAN/ | 1.2M | 69.4M | +443K (+56%) | 加碼 |
| Bank of New York Mellon Corp | 1.2M | 65.2M | −31.4K (-3%) | 減碼 |
| Driehaus Capital Management LLC | 1.1M | 64.3M | +369K (+47%) | 加碼 |
| NORTHERN TRUST CORP | 1.1M | 63.3M | +19.3K (+2%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 757 +38 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 131 / 93 / 267 / 180 |
| 機構合計持股 · 佔流通股 | 147M · 82.7% |
| 合計季末市值 | 8.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 32.1M |
|---|---|
| 與上期比 | +9.9% |
| 佔流通股數 | 18.03% |
| 日均成交量 | 5.7M |
| 回補天數 | 5.7 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 32.1M | +9.9% | 18.03% | 5.7M | 5.7 |
| 2026-08-14 | 29.2M | +3.2% | 16.40% | 8.4M | 3.5 |
| 2026-07-31 | 28.3M | -0.3% | 15.89% | 6.6M | 4.3 |
| 2026-07-15 | 28.4M | +6.0% | 15.95% | 4.1M | 7.0 |
| 2026-06-30 | 26.8M | -7.1% | 15.05% | 5.0M | 5.3 |
| 2026-06-15 | 28.9M | +2.7% | 16.20% | 6.2M | 4.7 |
| 2026-05-29 | 28.1M | +2.3% | 15.77% | 7.0M | 4.0 |
| 2026-05-15 | 27.5M | +2.4% | 15.42% | 7.3M | 3.7 |
| 2026-04-30 | 26.8M | -0.9% | 15.06% | 6.0M | 4.5 |
| 2026-04-15 | 27.1M | +5.2% | 15.20% | 4.8M | 5.7 |
| 2026-03-31 | 25.7M | +10.6% | 14.44% | 6.0M | 4.3 |
| 2026-03-13 | 23.3M | -0.3% | 13.05% | 5.6M | 4.1 |
| 2026-02-27 | 23.3M | -5.9% | 13.09% | 4.8M | 4.9 |
| 2026-02-13 | 24.8M | +1.1% | 13.92% | 7.2M | 3.4 |
| 2026-01-30 | 24.5M | +0.6% | 13.77% | 11.6M | 2.1 |
| 2026-01-15 | 24.4M | +4.7% | 13.68% | 10.0M | 2.4 |
| 2025-12-31 | 23.3M | -3.5% | 13.07% | 5.6M | 4.2 |
| 2025-12-15 | 24.1M | +2.4% | 13.55% | 6.5M | 3.7 |
| 2025-11-28 | 23.6M | -4.3% | 13.24% | 10.1M | 2.3 |
| 2025-11-14 | 24.6M | +2.9% | 13.83% | 13.3M | 1.9 |
| 2025-10-31 | 23.9M | -0.9% | 13.44% | 15.3M | 1.6 |
| 2025-10-15 | 24.2M | -3.2% | 13.57% | 24.7M | 1.0 |
| 2025-09-30 | 25.0M | +5.8% | 14.01% | 16.2M | 1.5 |
| 2025-09-15 | 23.6M | +1.5% | 13.24% | 8.1M | 2.9 |
| 2025-08-29 | 23.2M | -5.1% | 13.05% | 10.1M | 2.3 |
| 2025-08-15 | 24.5M | +10.3% | 13.75% | 14.9M | 1.7 |