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Rocket Companies, Inc.

RKT
Exchange
NYSE
Industry
Mortgage Bankers & Loan Correspondents
SEC CIK
0001805284

In the last 90 days, Rocket Companies, Inc. insiders filed 0 open-market purchases and 1 sale; 798 institutions reported holding it in 13F filings for Q2 2026, worth $15.1B in total; superinvestors ValueAct Capital and Duquesne Family Office hold it.

13F holders, Q1 2021

Institutional positions in Rocket Companies, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
261
No complete 13F data for Q4 2020
Shares held
73.1M
No complete 13F data for Q4 2020
Total value
$1.69B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting RKT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 261 institutions
Q1 2021: 261 institutionsQ2 2021: 234 institutionsQ3 2021: 239 institutionsQ4 2021: 257 institutionsQ1 2022: 240 institutionsQ2 2022: 237 institutionsQ3 2022: 219 institutionsQ4 2022: 238 institutionsQ1 2023: 242 institutionsQ2 2023: 213 institutionsQ3 2023: 229 institutionsQ4 2023: 237 institutionsQ1 2024: 238 institutionsQ2 2024: 255 institutionsQ3 2024: 270 institutionsQ4 2024: 269 institutionsQ1 2025: 309 institutionsQ2 2025: 375 institutionsQ3 2025: 509 institutionsQ4 2025: 789 institutionsQ1 2026: 819 institutionsQ2 2026: 798 institutions
Value heldQ1 2021: $1.69B
Q1 2021: $1.69BQ2 2021: $1.43BQ3 2021: $1.18BQ4 2021: $1.03BQ1 2022: $897.1MQ2 2022: $604.6MQ3 2022: $499.0MQ4 2022: $618.8MQ1 2023: $781.3MQ2 2023: $723.9MQ3 2023: $669.2MQ4 2023: $1.31BQ1 2024: $1.38BQ2 2024: $1.32BQ3 2024: $1.95BQ4 2024: $1.23BQ1 2025: $1.66BQ2 2025: $2.99BQ3 2025: $6.56BQ4 2025: $15.9BQ1 2026: $11.8BQ2 2026: $15.1B
Institutions holding RKT and their total value by quarter
QuarterHoldersValue
Q2 2026798$15.1B
Q1 2026819$11.8B
Q4 2025789$15.9B
Q3 2025509$6.56B
Q2 2025375$2.99B
Q1 2025309$1.66B
Q4 2024269$1.23B
Q3 2024270$1.95B
Q2 2024255$1.32B
Q1 2024238$1.38B
Q4 2023237$1.31B
Q3 2023229$669.2M
Q2 2023213$723.9M
Q1 2023242$781.3M
Q4 2022238$618.8M
Q3 2022219$499.0M
Q2 2022237$604.6M
Q1 2022240$897.1M
Q4 2021257$1.03B
Q3 2021239$1.18B
Q2 2021234$1.43B
Q1 2021261$1.69B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Rocket Companies, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding RKT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Manchester Financial Inc10$00.00%––
Tarbox Family Office, Inc.5$00.00%––
Sargent Bickham Lagudis LLC5$00.00%––
Berman Capital Advisors, LLC19$00.00%––
CVA Family Office, LLC3$00.00%––
Edge Wealth Management LLC14$1.00K0.00%––
Carroll Financial Associates, Inc.53$1.00K0.00%––
Glassman Wealth Services34$1.00K0.00%––
Quadrant Capital Group LLC30$1.00K0.00%––
Jacobi Capital Management LLC50$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC58$1.00K0.00%––
Centerpoint Advisors, LLC50$1.00K0.00%––
Archer Investment Corp79$1.82K0.00%––
Meeder Asset Management Inc88$2.00K0.00%––
Optimum Investment Advisors100$2.00K0.00%––
Northwestern Mutual Wealth Management Co100$2.00K0.00%––
Signaturefd, LLC100$2.00K0.00%––
Asset Dedication, LLC104$2.00K0.00%––
NVWM, LLC100$2.00K0.00%––
Laurel Wealth Advisors LLC100$2.00K0.00%––
Arkadios Wealth Advisors104$2.00K0.00%––
Annapolis Financial Services, LLC100$2.00K0.00%––
MCF Advisors LLC150$3.00K0.00%––
CX Institutional141$3.00K0.00%––
Global Wealth Management Investment Advisory, Inc.150$3.00K0.00%––
Alpha DNA Investment Management LLC131$3.00K0.00%––
Glen Eagle Advisors, LLC157$3.63K0.00%––
Stonebridge Financial Planning Group, LLC160$4.00K0.00%––
Ameritas Investment Company, LLC179$4.13K0.00%––
Harbor Investment Advisory, LLC200$5.00K0.00%––
Tortoise Investment Management, LLC200$5.00K0.00%––
Valeo Financial Advisors, LLC205$5.00K0.00%––
Newbridge Financial Services Group, Inc.200$5.00K0.00%––
Federation des caisses Desjardins du Quebec250$5.77K0.00%––
Focused Wealth Management, Inc270$6.00K0.00%––
FMR LLC294$7.00K0.00%––
Allworth Financial LP300$7.00K0.00%––
Lenox Wealth Advisors, LLC300$7.00K0.00%––
Capital Analysts, LLC295$7.00K0.00%––
Atlas Private Wealth Management300$7.00K0.00%––
Sugarloaf Wealth Management, LLC350$8.00K0.00%––
GPS Wealth Strategies Group, LLC354$8.00K0.00%––
FourThought Financial, LLC350$8.00K0.00%––
Moisand Fitzgerald Tamayo, LLC400$9.00K0.00%––
CWM, LLC565$11.0K0.00%––
Bartlett & Co. Wealth Management LLC500$11.5K0.00%––
North Star Investment Management Corp.500$12.0K0.00%––
AdvisorNet Financial, Inc500$12.0K0.00%––
Bartlett & Co. LLC500$12.0K0.00%––
Captrust Financial Advisors578$13.0K0.00%––
Northern Oak Wealth Management Inc600$14.0K0.00%––
McCarthy Asset Management, Inc.688$16.0K0.01%––
Brown Brothers Harriman & Co729$17.0K0.00%––
Accel Wealth Management831$19.0K0.02%––
Sowell Financial Services LLC1,167$22.0K0.00%––
Steward Partners Investment Advisory, LLC969$22.4K0.00%––
US Bancorp1,000$23.0K0.00%––
FinTrust Capital Advisors, LLC1,000$23.0K0.01%––
Abundance Wealth Counselors1,000$23.0K0.01%––
Evoke Wealth, LLC1,000$23.0K0.00%––
IFP Advisors, Inc1,073$24.0K0.00%––
Huntington National Bank1,101$25.0K0.00%––
Gables Capital Management Inc.1,200$28.0K0.02%––
Grant Street Asset Management, Inc.1,500$35.0K0.02%––
Spire Wealth Management1,510$35.0K0.00%––
Meridian Wealth Partners, LLC1,600$37.0K0.01%––
Rockefeller Capital Management L.P.1,705$39.0K0.00%––
Geneos Wealth Management Inc.1,780$39.0K0.00%––
Ellevest, Inc.1,737$40.0K0.00%––
NEXT Financial Group, Inc2,026$47.0K0.00%––
Salem Investment Counselors Inc2,245$52.0K0.00%––
Macquarie Group Ltd2,239$52.0K0.00%––
Fifth Third Bancorp2,500$58.0K0.00%––
Harbour Investments, Inc.2,630$61.0K0.00%––
Eaton Vance Management2,622$61.0K0.00%––
Clearstead Advisors, LLC2,755$64.0K0.01%––
Plante Moran Financial Advisors, LLC3,000$69.0K0.02%––
Ancora Advisors, LLC3,500$81.0K0.00%––
Advisory Services Network, LLC4,120$95.0K0.00%––
Toronto Dominion Bank4,440$103.0K0.00%––
Metropolitan Life Insurance Co4,570$105.5K0.00%––
Panagora Asset Management Inc4,659$108.0K0.00%––
Hexagon Capital Partners LLC4,726$109.0K0.03%––
Tradewinds Capital Management, LLC5,000$115.0K0.02%––
CenterStar Asset Management, LLC–$116.0K0.17%––
Providence Capital Advisors, LLC5,550$128.0K0.05%––
Sage Private Wealth Group, LLC5,844$135.0K0.23%––
Quantbot Technologies LP6,459$149.0K0.01%––
Great West Life Assurance Co6,901$158.0K0.00%––
Mine & Arao Wealth Creation & Management, LLC.7,249$168.0K0.11%––
The PNC Financial Services Group, Inc.7,358$169.0K0.00%––
American Portfolios Advisors8,447$195.0K0.01%––
Benjamin F. Edwards & Company, Inc.8,700$201.0K0.01%––
Engineers Gate Manager LP8,900$206.0K0.01%––
ProShare Advisors LLC9,547$220.0K0.00%––
SeaCrest Wealth Management, LLC9,802$226.0K0.03%––
Kestra Advisory Services, LLC9,879$228.0K0.00%––
Stifel Financial Corp10,005$231.0K0.00%––
Stratos Wealth Partners, LTD.10,202$236.0K0.01%––
Cetera Advisor Networks LLC11,400$263.0K0.01%––