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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 18 | $0 | 0.00% | −1−5.3% | Reduced |
| CX Institutional | 70 | $1.00K | 0.00% | −71−50.4% | Reduced |
| Carroll Financial Associates, Inc. | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 48 | $1.00K | 0.00% | +14+41.2% | Added |
| Quadrant Capital Group LLC | 56 | $1.00K | 0.00% | +26+86.7% | Added |
| Jacobi Capital Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $1.00K | 0.00% | +28 | New |
| Parisi Gray Wealth Management | 52 | $1.00K | 0.00% | +52 | New |
| Red Door Wealth Management, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Meeder Asset Management Inc | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $2.00K | 0.00% | +110 | New |
| Stonebridge Financial Planning Group, LLC | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 152 | $3.00K | 0.00% | +48+46.2% | Added |
| Glen Eagle Advisors, LLC | 157 | $3.04K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 200 | $4.00K | 0.00% | −2,422−92.4% | Reduced |
| Tortoise Investment Management, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $4.00K | 0.00% | +100+100.0% | Added |
| Coastal Capital Group, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 300 | $6.00K | 0.00% | −11,400−97.4% | Reduced |
| Hexagon Capital Partners LLC | 326 | $6.00K | 0.00% | −4,400−93.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 314 | $6.00K | 0.00% | −40−11.3% | Reduced |
| Allworth Financial LP | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 288 | $6.00K | 0.00% | +18+6.7% | Added |
| Sugarloaf Wealth Management, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 399 | $7.00K | 0.00% | +49+14.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 431 | $8.00K | 0.00% | +137+46.6% | Added |
| Bedel Financial Consulting, Inc. | 468 | $9.00K | 0.00% | +468 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 500 | $10.0K | 0.00% | +500 | New |
| CWM, LLC | 565 | $11.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 688 | $13.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $14.0K | 0.00% | +200+40.0% | Added |
| Steward Partners Investment Advisory, LLC | 766 | $15.0K | 0.00% | −203−20.9% | Reduced |
| Captrust Financial Advisors | 819 | $16.0K | 0.00% | +241+41.7% | Added |
| Gables Capital Management Inc. | 1,000 | $19.0K | 0.01% | −200−16.7% | Reduced |
| US Bancorp | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,225 | $23.0K | 0.00% | +152+14.2% | Added |
| Rockefeller Capital Management L.P. | 1,281 | $24.0K | 0.00% | −424−24.9% | Reduced |
| NEXT Financial Group, Inc | 1,416 | $27.0K | 0.00% | −610−30.1% | Reduced |
| Lee Financial Co | 1,500 | $29.0K | 0.01% | +1,500 | New |
| Tower Research Capital LLC (TRC) | 1,608 | $31.0K | 0.00% | −111,531−98.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,650 | $31.9K | 0.00% | +1,400+560.0% | Added |
| Salem Investment Counselors Inc | 1,700 | $33.0K | 0.00% | −545−24.3% | Reduced |
| Geneos Wealth Management Inc. | 1,780 | $33.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,701 | $33.0K | 0.00% | +600+54.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,720 | $33.0K | 0.01% | +1,662+2,865.5% | Added |
| Advisory Services Network, LLC | 2,356 | $46.0K | 0.00% | −1,764−42.8% | Reduced |
| Amundi | 2,639 | $51.0K | 0.00% | +2,639 | New |
| DekaBank Deutsche Girozentrale | 2,566 | $52.0K | 0.00% | −10,541−80.4% | Reduced |
| Clearstead Advisors, LLC | 2,755 | $53.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,859 | $55.0K | 0.00% | +2,859 | New |
| Acadian Asset Management LLC | 2,844 | $55.0K | 0.00% | +2,844 | New |
| Ancora Advisors, LLC | 3,500 | $68.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,818 | $74.0K | 0.00% | +1,579+70.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,000 | $77.0K | 0.02% | +1,000+33.3% | Added |
| Toronto Dominion Bank | 4,703 | $91.0K | 0.00% | +263+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,690 | $91.0K | 0.00% | +4,590+4,590.0% | Added |
| Elkhorn Partners Limited Partnership | 4,700 | $91.0K | 0.06% | +4,700 | New |
| Tradewinds Capital Management, LLC | 5,033 | $97.0K | 0.02% | +33+0.7% | Added |
| Fifth Third Bancorp | 5,000 | $97.0K | 0.00% | +2,500+100.0% | Added |
| Harbour Investments, Inc. | 5,200 | $101.0K | 0.00% | +2,570+97.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,420 | $104.0K | 0.06% | −1,829−25.2% | Reduced |
| Sage Private Wealth Group, LLC | 5,844 | $113.0K | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,911 | $133.0K | 0.00% | −447−6.1% | Reduced |
| Deutsche Bank AG | 7,588 | $147.0K | 0.00% | −21,422−73.8% | Reduced |
| Great West Life Assurance Co | 8,307 | $161.0K | 0.00% | +1,406+20.4% | Added |
| American Portfolios Advisors | 8,534 | $165.1K | 0.01% | +87+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,700 | $168.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,369 | $181.3K | 0.00% | +4,799+105.0% | Added |
| Providence Capital Advisors, LLC | 9,950 | $193.0K | 0.06% | +4,400+79.3% | Added |
| Shikiar Asset Management Inc | 10,000 | $193.0K | 0.05% | +10,000 | New |
| Diversified Portfolios, Inc. | 10,200 | $197.0K | 0.07% | +10,200 | New |
| Shell Asset Management Co | 10,341 | $200.0K | 0.00% | −7,697−42.7% | Reduced |
| Creative Planning | 11,094 | $215.0K | 0.00% | −1,884−14.5% | Reduced |
| Sowell Financial Services LLC | 11,298 | $219.0K | 0.01% | +10,131+868.1% | Added |
| Tocqueville Asset Management L.P. | 11,640 | $225.0K | 0.00% | −56,065−82.8% | Reduced |
| ProShare Advisors LLC | 11,686 | $226.0K | 0.00% | +2,139+22.4% | Added |
| Putnam Investments LLC | 11,984 | $232.0K | 0.00% | +11,984 | New |
| Bluestein R H & Co | 12,225 | $237.0K | 0.01% | −200−1.6% | Reduced |
| Kestra Advisory Services, LLC | 12,885 | $249.0K | 0.00% | +3,006+30.4% | Added |
| Azimuth Capital Management LLC | 13,500 | $261.0K | 0.01% | +13,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,865 | $268.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,324 | $277.0K | 0.01% | +2,672+22.9% | Added |
| Principal Financial Group Inc | 14,734 | $285.0K | 0.00% | +14,734 | New |
| AE Wealth Management LLC | 14,820 | $287.0K | 0.00% | −25,100−62.9% | Reduced |
| Gainplan LLC | 15,448 | $293.0K | 0.12% | +15,448 | New |
| Bank of Montreal | 14,578 | $294.0K | 0.00% | −3,230−18.1% | Reduced |