MRP
Millrose Properties, Inc.
-0.15 (-0.51%)28.80USD451K成交股數4.8B市值10.0本益比(近四季)6.3股價營收比+32.1%營收年增(近四季)2026-11-11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 | 2 · 116K · 2 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 6.7M · 0.00 |
| 近 180 天 淨額 | 6.7M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-10 | 08-10 | Gorson Matthew B. | Director | P 公開市場買進 | 3.0K | 28.80 | 86K | 38.8K | SEC |
| 2026-08-07 | 08-10 | MIGOYA CARLOS A. | Director | P 公開市場買進 | 1.0K | 29.18 | 29K | 30.1K | SEC |
| 2026-05-18 | 05-19 | Gorson Matthew B. | Director | P 公開市場買進 | 4.5K | 26.97 | 121K | 35.8K | SEC |
| 2026-05-13 | 05-13 | MIGOYA CARLOS A. | Director | A 獲配股票 | 5.6K | – | – | 29.1K | SEC |
| 2026-05-13 | 05-13 | Lynch Kathleen B. | Director | A 獲配股票 | 5.6K | – | – | 21.6K | SEC |
| 2026-05-13 | 05-13 | Presa Rachel | General Counsel and Secretary | P 公開市場買進 | 307 | 26.62 | 8K | 2.5K | SEC |
| 2026-05-13 | 05-13 | BARTELS PATRICK J JR | Director | A 獲配股票 | 5.6K | – | – | 42.8K | SEC |
| 2026-05-13 | 05-13 | Mincey Mary Alison | Director | A 獲配股票 | 5.6K | – | – | 17.8K | SEC |
| 2026-05-13 | 05-13 | Gorson Matthew B. | Director | A 獲配股票 | 5.6K | – | – | 31.3K | SEC |
| 2026-05-12 | 05-13 | Nitkin Robert | Chief Operating Officer | P 公開市場買進 | 1.8K | 26.60 | 49K | 5.1K | SEC |
| 2026-05-11 | 05-13 | Presa Rachel | General Counsel and Secretary | P 公開市場買進 | 725 | 27.18 | 20K | 2.2K | SEC |
| 2026-05-11 | 05-13 | Richman Darren | See Remarks | P 公開市場買進 | 195K | 27.31 | 5.3M | 416K | SEC |
| 2026-05-11 | 05-13 | Richman Darren | See Remarks | P 公開市場買進 | 40.0K | 27.31 | 1.1M | 84.0K | SEC |
| 2026-03-05 | 03-09 | Gorson Matthew B. | Director | P 公開市場買進 | 1.0K | 30.67 | 31K | 25.6K | SEC |
| 2025-12-10 | 12-12 | Mincey Mary Alison | Director | A 獲配股票 | 6.5K | – | – | 12.1K | SEC |
| 2025-12-10 | 12-12 | MIGOYA CARLOS A. | Director | A 獲配股票 | 6.5K | – | – | 23.4K | SEC |
| 2025-12-10 | 12-12 | Gorson Matthew B. | Director | A 獲配股票 | 6.5K | – | – | 24.6K | SEC |
| 2025-12-10 | 12-12 | Lynch Kathleen B. | Director | A 獲配股票 | 6.5K | – | – | 16.0K | SEC |
| 2025-12-10 | 12-12 | BARTELS PATRICK J JR | Director | A 獲配股票 | 6.5K | – | – | 37.1K | SEC |
| 2025-11-26 | 12-01 | MIGOYA CARLOS A. | Director | P 公開市場買進 | 219 | – | – | 17.0K | SEC |
| 2025-11-26 | 12-01 | LENNAR CORP /NEW/ | TenPercentOwner | J 其他 | 33.3M | – | – | 1.8K | SEC |
| 2025-11-24 | 11-25 | Lynch Kathleen B. | Director | P 公開市場買進 | 1.9K | 31.74 | 59K | 9.5K | SEC |
| 2025-11-12 | 11-14 | MIGOYA CARLOS A. | Director | P 公開市場買進 | 1.0K | 32.24 | 32K | 16.8K | SEC |
| 2025-10-30 | 10-31 | Presa Rachel | General Counsel and Secretary | P 公開市場買進 | 242 | 32.37 | 8K | 1.5K | SEC |
| 2025-10-30 | 10-31 | Presa Rachel | General Counsel and Secretary | P 公開市場買進 | 234 | 32.33 | 8K | 1.2K | SEC |
| 2025-10-29 | 10-30 | Gorson Matthew B. | Director | P 公開市場買進 | 2.5K | 32.69 | 82K | 18.2K | SEC |
| 2025-10-28 | 10-29 | BARTELS PATRICK J JR | Director | P 公開市場買進 | 7.5K | 32.52 | 244K | 30.7K | SEC |
| 2025-05-21 | 05-23 | Pasha Adil | Chief Technology Officer | P 公開市場買進 | 2.5K | 28.34 | 71K | 2.5K | SEC |
| 2025-05-20 | 05-22 | BARTELS PATRICK J JR | Director | P 公開市場買進 | 8.8K | 28.62 | 250K | 23.2K | SEC |
| 2025-05-19 | 05-22 | BARTELS PATRICK J JR | Director | P 公開市場買進 | 8.8K | 28.36 | 248K | 14.4K | SEC |
| 2025-05-19 | 05-20 | Gorson Matthew B. | Director | P 公開市場買進 | 7.5K | 28.24 | 212K | 15.7K | SEC |
| 2025-05-19 | 05-20 | Lynch Kathleen B. | Director | A 獲配股票 | 2.0K | 28.36 | 56K | 7.7K | SEC |
| 2025-04-03 | 04-03 | Mincey Mary Alison | Director | A 獲配股票 | 5.7K | – | – | 5.7K | SEC |
| 2025-04-03 | 04-03 | Lynch Kathleen B. | Director | A 獲配股票 | 5.7K | – | – | 5.7K | SEC |
| 2025-04-03 | 04-03 | BARTELS PATRICK J JR | Director | A 獲配股票 | 5.7K | – | – | 5.7K | SEC |
| 2025-04-03 | 04-03 | Gorson Matthew B. | Director | A 獲配股票 | 5.7K | – | – | 8.2K | SEC |
| 2025-04-03 | 04-03 | Migoya Carlos A | Director | A 獲配股票 | 5.7K | – | – | 15.8K | SEC |
| 2025-03-05 | 03-06 | Migoya Carlos A | Director | P 公開市場買進 | 3.5K | 22.45 | 78K | 10.1K | SEC |
| 2025-03-03 | 03-04 | Presa Rachel | General Counsel and Secretary | P 公開市場買進 | 638 | 22.79 | 15K | 638 | SEC |
| 2025-03-03 | 03-04 | Presa Rachel | General Counsel and Secretary | P 公開市場買進 | 354 | 22.83 | 8K | 992 | SEC |
| 2025-03-03 | 03-04 | Migoya Carlos A | Director | P 公開市場買進 | 3.3K | 22.89 | 75K | 6.6K | SEC |
| 2025-03-03 | 03-03 | Rosenblum Garett | See Remarks | P 公開市場買進 | 5.9K | 22.84 | 135K | 5.9K | SEC |
| 2025-02-20 | 02-21 | Nitkin Robert | Chief Operating Officer | P 公開市場買進 | 3.2K | 23.55 | 76K | 3.2K | SEC |
| 2025-02-14 | 02-18 | Richman Darren | See Remarks | P 公開市場買進 | 44.0K | 23.00 | 1.0M | 44.0K | SEC |
| 2025-02-13 | 02-18 | Richman Darren | See Remarks | P 公開市場買進 | 44.8K | 22.09 | 991K | 44.8K | SEC |
| 2025-02-13 | 02-18 | Richman Darren | See Remarks | P 公開市場買進 | 176K | 22.70 | 4.0M | 221K | SEC |
| 2025-02-13 | 02-18 | Migoya Carlos A | Director | P 公開市場買進 | 3.4K | 22.00 | 75K | 3.4K | SEC |
| 2025-02-13 | 02-18 | Gorson Matthew B. | Director | P 公開市場買進 | 2.5K | 22.59 | 56K | 2.5K | 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 |
|---|---|---|---|---|
| BlackRock, Inc. | 22.2M | 668M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.6M | 468M | 新進 | 新進 |
| FMR LLC | 8.2M | 247M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | 209M | 新進 | 新進 |
| STATE STREET CORP | 6.8M | 205M | 新進 | 新進 |
| Brave Warrior Advisors, LLC | 6.0M | 181M | 新進 | 新進 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.1M | 123M | 新進 | 新進 |
| Permian Investment Partners, LP | 4.0M | 120M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 3.9M | 118M | 新進 | 新進 |
| Cannell & Spears LLC | 3.7M | 111M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.0M | 90.6M | 新進 | 新進 |
| MORGAN STANLEY | 2.7M | 81.0M | 新進 | 新進 |
| Invesco Ltd. | 2.4M | 73.5M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.4M | 72.1M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 2.3M | 70.3M | 新進 | 新進 |
| Bank of New York Mellon Corp | 1.8M | 54.3M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 1.4M | 43.4M | 新進 | 新進 |
| MANGROVE PARTNERS IM, LLC | 1.4M | 41.5M | 新進 | 新進 |
| JUPITER ASSET MANAGEMENT LTD | 1.3M | 40.0M | 新進 | 新進 |
| Nuveen, LLC | 1.3M | 39.2M | 新進 | 新進 |
| NORTHERN TRUST CORP | 1.3M | 38.7M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.1M | 32.2M | 新進 | 新進 |
| Gotham Asset Management, LLC | 1.0M | 31.5M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 998K | 30.0M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 965K | 29.8M | 新進 | 新進 |
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 | 522 +37 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 522 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 142M · 85.5% |
| 合計季末市值 | 4.2B |
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 | 7.2M |
|---|---|
| 與上期比 | +8.2% |
| 佔流通股數 | 4.36% |
| 日均成交量 | 878K |
| 回補天數 | 8.2 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 | 7.2M | +8.2% | 4.36% | 878K | 8.2 |
| 2026-08-14 | 6.7M | -4.8% | 4.03% | 1.1M | 6.0 |
| 2026-07-31 | 7.0M | -11.3% | 4.23% | 1.1M | 6.3 |
| 2026-07-15 | 7.9M | +1.5% | 4.77% | 1.3M | 6.1 |
| 2026-06-30 | 7.8M | +20.6% | 4.70% | 2.6M | 3.1 |
| 2026-06-15 | 6.5M | +23.4% | 3.89% | 1.6M | 4.2 |
| 2026-05-29 | 5.2M | +7.0% | 3.16% | 1.4M | 3.8 |
| 2026-05-15 | 4.9M | +1.0% | 2.95% | 2.1M | 2.3 |
| 2026-04-30 | 4.9M | -7.9% | 2.92% | 963K | 5.0 |
| 2026-04-15 | 5.3M | -0.0% | 3.17% | 1.3M | 3.9 |
| 2026-03-31 | 5.3M | +6.8% | 3.17% | 1.4M | 3.6 |
| 2026-03-13 | 4.9M | -6.6% | 2.97% | 1.4M | 3.4 |
| 2026-02-27 | 5.3M | -1.8% | 3.18% | 1.7M | 3.0 |
| 2026-02-13 | 5.4M | -1.1% | 3.24% | 1.4M | 3.9 |
| 2026-01-30 | 5.4M | +5.4% | 3.27% | 1.1M | 4.9 |
| 2026-01-15 | 5.2M | -6.3% | 3.11% | 1.3M | 3.9 |
| 2025-12-31 | 5.5M | -2.3% | 3.31% | 2.0M | 2.8 |
| 2025-12-15 | 5.6M | -48.1% | 3.39% | 2.8M | 2.0 |
| 2025-11-28 | 10.9M | +73.8% | 6.54% | 4.8M | 2.3 |
| 2025-11-14 | 6.2M | +34.0% | 3.76% | 1.4M | 4.5 |
| 2025-10-31 | 4.7M | +12.2% | 2.81% | 1.3M | 3.6 |
| 2025-10-15 | 4.2M | +12.9% | 2.50% | 1.8M | 2.4 |
| 2025-09-30 | 3.7M | +17.2% | 2.22% | 1.2M | 3.1 |
| 2025-09-15 | 3.1M | +25.4% | 1.89% | 1.2M | 2.6 |
| 2025-08-29 | 2.5M | -5.3% | 1.51% | 988K | 2.5 |
| 2025-08-15 | 2.6M | -2.1% | 1.59% | 1.1M | 2.4 |