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; 797 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, Q2 2021
Institutional positions in Rocket Companies, Inc. as of Jun 30, 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
- 234
- −27 vs. Q1 2021
- Shares held
- 74.2M
- +1.10M (+1.5%) vs. Q1 2021
- Total value
- $1.43B
- −$251.9M (−14.9%) vs. Q1 2021
- New holders
- 37
- 102 more added
- Sold out
- 64
- 55 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 797 | $15.1B |
| Q1 2026 | 819 | $11.8B |
| Q4 2025 | 789 | $15.9B |
| Q3 2025 | 509 | $6.56B |
| Q2 2025 | 375 | $2.99B |
| Q1 2025 | 309 | $1.66B |
| Q4 2024 | 269 | $1.23B |
| Q3 2024 | 270 | $1.95B |
| Q2 2024 | 255 | $1.32B |
| Q1 2024 | 238 | $1.38B |
| Q4 2023 | 237 | $1.31B |
| Q3 2023 | 229 | $669.2M |
| Q2 2023 | 213 | $723.9M |
| Q1 2023 | 242 | $781.3M |
| Q4 2022 | 238 | $618.8M |
| Q3 2022 | 219 | $499.0M |
| Q2 2022 | 237 | $604.6M |
| Q1 2022 | 240 | $897.1M |
| Q4 2021 | 257 | $1.03B |
| Q3 2021 | 239 | $1.18B |
| Q2 2021 | 234 | $1.43B |
| Q1 2021 | 261 | $1.69B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caledonia (Private) Investments Pty Ltd | 9,548,827 | $184.8M | 1.91% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,957,350 | $154.0M | 0.00% | +1,580,845+24.8% | Added |
| Invesco Ltd. | 6,710,245 | $129.8M | 0.03% | +1,093,106+19.5% | Added |
| BlackRock Inc. | 5,380,699 | $104.1M | 0.00% | +802,510+17.5% | Added |
| State Street Corp | 4,547,164 | $88.0M | 0.00% | +641,331+16.4% | Added |
| Technology Crossover Management X, Ltd. | 4,450,000 | $86.1M | 23.55% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 3,215,504 | $62.2M | 1.62% | +201,998+6.7% | Added |
| Susquehanna International Group, LLP | 2,826,078 | $54.7M | 0.06% | +991,106+54.0% | Added |
| Davis Selected Advisers | 2,576,921 | $49.9M | 0.20% | +2,576,921 | New |
| Retirement Systems of Alabama | 2,479,700 | $48.0M | 0.17% | +27,500+1.1% | Added |
| Citadel Advisors LLC | 1,719,877 | $33.3M | 0.03% | +795,660+86.1% | Added |
| Geode Capital Management, LLC | 1,558,520 | $30.2M | 0.00% | +527,957+51.2% | Added |
| Goldman Sachs Group Inc | 1,260,048 | $24.4M | 0.01% | +1,118,944+793.0% | Added |
| Hillman Co | 1,259,179 | $24.4M | 6.23% | 00.0% | Unchanged |
| Northern Trust Corp | 1,010,220 | $19.5M | 0.00% | −193,463−16.1% | Reduced |
| Greylin Investment Mangement Inc | 880,644 | $17.0M | 3.30% | +497,367+129.8% | Added |
| Nuveen Asset Management, LLC | 820,167 | $15.9M | 0.00% | +384,096+88.1% | Added |
| Jane Street Group, LLC | 807,638 | $15.6M | 0.04% | +64,798+8.7% | Added |
| Morgan Stanley | 798,878 | $15.5M | 0.00% | −2,842,960−78.1% | Reduced |
| Wells Fargo & Company | 795,015 | $15.4M | 0.00% | +94,808+13.5% | Added |
| First Trust Advisors LP | 767,467 | $14.8M | 0.02% | −984,717−56.2% | Reduced |
| Charles Schwab Investment Management Inc | 667,348 | $12.9M | 0.00% | +127,358+23.6% | Added |
| Simplex Trading, LLC | 606,486 | $11.7M | 0.42% | +325,936+116.2% | Added |
| Bank of America Corp | 585,650 | $11.3M | 0.00% | −176,831−23.2% | Reduced |
| Bollard Group LLC | 500,000 | $9.68M | 0.31% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 380,259 | $7.36M | 0.00% | +72,487+23.6% | Added |
| Gratus Capital LLC | 374,379 | $7.24M | 0.80% | +35,266+10.4% | Added |
| Exencial Wealth Advisors, LLC | 360,688 | $6.98M | 0.38% | +28,088+8.4% | Added |
| Van Eck Associates Corp | 347,435 | $6.72M | 0.02% | +347,435 | New |
| Basswood Capital Management, L.L.C. | 308,730 | $5.97M | 0.25% | +221,918+255.6% | Added |
| Swiss National Bank | 298,800 | $5.78M | 0.00% | +35,200+13.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 293,094 | $5.67M | 0.53% | +6,069+2.1% | Added |
| Ergoteles LLC | 241,590 | $4.67M | 0.11% | −515,225−68.1% | Reduced |
| California State Teachers Retirement System | 235,396 | $4.55M | 0.01% | +43,698+22.8% | Added |
| Royal Bank of Canada | 233,717 | $4.52M | 0.00% | +158,466+210.6% | Added |
| UBS Asset Management Americas Inc | 230,338 | $4.46M | 0.00% | −534,929−69.9% | Reduced |
| Spears Abacus Advisors LLC | 205,277 | $3.97M | 0.29% | +205,277 | New |
| UBS Group AG | 197,546 | $3.82M | 0.00% | +29,579+17.6% | Added |
| Holocene Advisors, LP | 196,869 | $3.81M | 0.02% | −57,843−22.7% | Reduced |
| HCR Wealth Advisors | 191,896 | $3.71M | 0.64% | +5,262+2.8% | Added |
| Nomura Holdings Inc | 182,480 | $3.53M | 0.03% | −44,838−19.7% | Reduced |
| Group One Trading, L.P. | 181,186 | $3.51M | 0.07% | −207,652−53.4% | Reduced |
| Commonwealth Equity Services, LLC | 175,010 | $3.39M | 0.01% | +1,330+0.8% | Added |
| RBF Capital, LLC | 164,698 | $3.19M | 0.18% | +49,021+42.4% | Added |
| D. E. Shaw & Co., Inc. | 160,730 | $3.11M | 0.00% | −605,632−79.0% | Reduced |
| Renaissance Capital LLC | 157,683 | $3.05M | 0.48% | +2,506+1.6% | Added |
| Raymond James & Associates | 153,023 | $2.96M | 0.00% | −29,670−16.2% | Reduced |
| New York State Common Retirement Fund | 142,800 | $2.76M | 0.00% | −36,700−20.4% | Reduced |
| Winton Group Ltd | 142,607 | $2.76M | 0.15% | +142,607 | New |
| HAP Trading, LLC | 142,032 | $2.75M | 0.17% | −21,974−13.4% | Reduced |
| Penserra Capital Management LLC | 141,915 | $2.75M | 0.05% | +125,857+783.8% | Added |
| State of New Jersey Common Pension Fund D | 141,188 | $2.73M | 0.01% | +26,426+23.0% | Added |
| Credit Suisse AG | 134,800 | $2.72M | 0.00% | −60,633−31.0% | Reduced |
| Alaska Permanent Fund Corp | 128,000 | $2.48M | 0.05% | +128,000 | New |
| Rhumbline Advisers | 118,301 | $2.29M | 0.00% | +16,124+15.8% | Added |
| Advisor Group Holdings, Inc. | 107,045 | $2.07M | 0.00% | +5,183+5.1% | Added |
| Wellington Management Group LLP | 104,714 | $2.03M | 0.00% | +104,714 | New |
| Boothbay Fund Management, LLC | 102,219 | $1.98M | 0.08% | +11,787+13.0% | Added |
| Sculptor Capital LP | 101,900 | $1.97M | 0.02% | +21,900+27.4% | Added |
| Panagora Asset Management Inc | 99,055 | $1.92M | 0.01% | +94,396+2,026.1% | Added |
| Cutler Group LP | 98,643 | $1.91M | 0.14% | +87,168+759.6% | Added |
| Belpointe Asset Management LLC | 88,772 | $1.72M | 0.12% | +12,175+15.9% | Added |
| State Board of Administration of Florida Retirement System | 83,984 | $1.63M | 0.00% | +9,384+12.6% | Added |
| Alliancebernstein L.P. | 83,155 | $1.61M | 0.00% | −7,425−8.2% | Reduced |
| Parametric Portfolio Associates LLC | 79,455 | $1.54M | 0.00% | −14,759−15.7% | Reduced |
| APG Asset Management N.V. | 92,800 | $1.51M | 0.00% | +92,800 | New |
| Squarepoint Ops LLC | 78,015 | $1.51M | 0.01% | +33,448+75.1% | Added |
| Public Employees Retirement System of Ohio | 77,230 | $1.49M | 0.01% | +3,249+4.4% | Added |
| Rafferty Asset Management, LLC | 76,623 | $1.48M | 0.01% | +21,394+38.7% | Added |
| Citigroup Inc | 75,332 | $1.46M | 0.00% | +8,610+12.9% | Added |
| Ameriprise Financial Inc | 73,300 | $1.42M | 0.00% | −51,121−41.1% | Reduced |
| CIBC Asset Management Inc | 73,081 | $1.41M | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 70,000 | $1.35M | 0.01% | +35,000+100.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 68,868 | $1.33M | 0.01% | +29,425+74.6% | Added |
| Two Sigma Investments, LP | 67,458 | $1.30M | 0.00% | +67,458 | New |
| Manufacturers Life Insurance Company, The | 66,002 | $1.28M | 0.00% | +50.0% | Added |
| Legal & General Group Plc | 61,075 | $1.18M | 0.00% | +21,521+54.4% | Added |
| Quinn Opportunity Partners LLC | 60,900 | $1.18M | 0.07% | +4,000+7.0% | Added |
| Brooktree Capital Management | 60,692 | $1.17M | 0.75% | −5,364−8.1% | Reduced |
| Rehmann Capital Advisory Group | 59,364 | $1.15M | 0.11% | +27,580+86.8% | Added |
| Envestnet Asset Management Inc | 57,238 | $1.11M | 0.00% | +20,656+56.5% | Added |
| LPL Financial LLC | 56,671 | $1.10M | 0.00% | −212−0.4% | Reduced |
| Advisors Asset Management, Inc. | 52,354 | $1.01M | 0.01% | +52,354 | New |
| Raymond James Financial Services Advisors, Inc. | 52,052 | $1.01M | 0.00% | +5,428+11.6% | Added |
| Truist Financial Corp | 50,682 | $981.0K | 0.00% | +17,566+53.0% | Added |
| Bayesian Capital Management, LP | 49,900 | $966.0K | 0.25% | +35,300+241.8% | Added |
| Regal Investment Advisors LLC | 49,167 | $951.0K | 0.10% | +49,167 | New |
| Cetera Advisor Networks LLC | 47,638 | $922.0K | 0.01% | +36,238+317.9% | Added |
| Russell Investments Group, Ltd. | 47,081 | $912.0K | 0.00% | +47,081 | New |
| Treasurer of the State of North Carolina | 47,090 | $911.0K | 0.01% | +780+1.7% | Added |
| SEI Investments Co | 42,218 | $875.0K | 0.00% | −28,316−40.1% | Reduced |
| Victory Capital Management Inc | 45,100 | $873.0K | 0.00% | −52,909−54.0% | Reduced |
| JPMorgan Chase & Co | 44,435 | $860.0K | 0.00% | −191−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 44,100 | $853.0K | 0.00% | +22,150+100.9% | Added |
| Voya Investment Management LLC | 43,631 | $844.0K | 0.00% | +27,921+177.7% | Added |
| Mainstay Capital Management LLC | 43,322 | $838.0K | 0.20% | −2,013−4.4% | Reduced |
| Peloton Wealth Strategists | 43,325 | $838.0K | 0.35% | +15,350+54.9% | Added |
| Price T Rowe Associates Inc | 39,229 | $759.0K | 0.00% | +1,900+5.1% | Added |
| Oppenheimer & Co Inc | 38,745 | $750.0K | 0.01% | +1,739+4.7% | Added |
| Marathon Trading Investment Management LLC | 37,097 | $718.0K | 0.39% | +37,097 | New |