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 |
|---|---|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 293,094 | $5.67M | 0.53% | +6,069+2.1% | Added |
| Swiss National Bank | 298,800 | $5.78M | 0.00% | +35,200+13.4% | Added |
| Basswood Capital Management, L.L.C. | 308,730 | $5.97M | 0.25% | +221,918+255.6% | Added |
| Van Eck Associates Corp | 347,435 | $6.72M | 0.02% | +347,435 | New |
| Exencial Wealth Advisors, LLC | 360,688 | $6.98M | 0.38% | +28,088+8.4% | Added |
| Gratus Capital LLC | 374,379 | $7.24M | 0.80% | +35,266+10.4% | Added |
| Bank of New York Mellon Corp | 380,259 | $7.36M | 0.00% | +72,487+23.6% | Added |
| Bollard Group LLC | 500,000 | $9.68M | 0.31% | 00.0% | Unchanged |
| Bank of America Corp | 585,650 | $11.3M | 0.00% | −176,831−23.2% | Reduced |
| Simplex Trading, LLC | 606,486 | $11.7M | 0.42% | +325,936+116.2% | Added |
| Charles Schwab Investment Management Inc | 667,348 | $12.9M | 0.00% | +127,358+23.6% | Added |
| First Trust Advisors LP | 767,467 | $14.8M | 0.02% | −984,717−56.2% | Reduced |
| Wells Fargo & Company | 795,015 | $15.4M | 0.00% | +94,808+13.5% | Added |
| Morgan Stanley | 798,878 | $15.5M | 0.00% | −2,842,960−78.1% | Reduced |
| Jane Street Group, LLC | 807,638 | $15.6M | 0.04% | +64,798+8.7% | Added |
| Nuveen Asset Management, LLC | 820,167 | $15.9M | 0.00% | +384,096+88.1% | Added |
| Greylin Investment Mangement Inc | 880,644 | $17.0M | 3.30% | +497,367+129.8% | Added |
| Northern Trust Corp | 1,010,220 | $19.5M | 0.00% | −193,463−16.1% | Reduced |
| Hillman Co | 1,259,179 | $24.4M | 6.23% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,260,048 | $24.4M | 0.01% | +1,118,944+793.0% | Added |
| Geode Capital Management, LLC | 1,558,520 | $30.2M | 0.00% | +527,957+51.2% | Added |
| Citadel Advisors LLC | 1,719,877 | $33.3M | 0.03% | +795,660+86.1% | Added |
| Retirement Systems of Alabama | 2,479,700 | $48.0M | 0.17% | +27,500+1.1% | Added |
| Davis Selected Advisers | 2,576,921 | $49.9M | 0.20% | +2,576,921 | New |
| Susquehanna International Group, LLP | 2,826,078 | $54.7M | 0.06% | +991,106+54.0% | Added |
| Miller Value Partners, LLC | 3,215,504 | $62.2M | 1.62% | +201,998+6.7% | Added |
| Technology Crossover Management X, Ltd. | 4,450,000 | $86.1M | 23.55% | 00.0% | Unchanged |
| State Street Corp | 4,547,164 | $88.0M | 0.00% | +641,331+16.4% | Added |
| BlackRock Inc. | 5,380,699 | $104.1M | 0.00% | +802,510+17.5% | Added |
| Invesco Ltd. | 6,710,245 | $129.8M | 0.03% | +1,093,106+19.5% | Added |
| Vanguard Group Inc | 7,957,350 | $154.0M | 0.00% | +1,580,845+24.8% | Added |
| Caledonia (Private) Investments Pty Ltd | 9,548,827 | $184.8M | 1.91% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 14 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,309 | – | – | 00.0% | Unchanged |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,319,657−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −797,445−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −299,124−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −277,983−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −268,280−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −260,260−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −221,875−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −179,787−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −159,667−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −104,724−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −74,318−100.0% | Sold out |
| Ascendant Capital Management, LLC | 0 | $0 | 0.00% | −71,500−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −55,511−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −54,815−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,678−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −36,728−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −36,501−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −35,475−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −35,216−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −35,163−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −33,983−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −31,436−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −27,683−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,007−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −23,809−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −21,689−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,395−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −19,925−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −15,590−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −14,780−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,802−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,459−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |