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, 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 | 798 | $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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 36,853 | $713.0K | 0.01% | +3,268+9.7% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 34,133 | $689.0K | 0.09% | +1,578+4.8% | Added |
| ExodusPoint Capital Management, LP | 34,251 | $663.0K | 0.01% | +19,880+138.3% | Added |
| Bridgewater Advisors Inc. | 32,200 | $623.0K | 0.20% | +32,200 | New |
| Schonfeld Strategic Advisors LLC | 29,381 | $569.0K | 0.01% | −153,315−83.9% | Reduced |
| HSBC Holdings PLC | 27,823 | $550.0K | 0.00% | +27,823 | New |
| Wolverine Trading, LLC | 26,605 | $537.0K | 0.01% | −108,720−80.3% | Reduced |
| HighTower Advisors, LLC | 27,171 | $524.0K | 0.00% | +7,886+40.9% | Added |
| Telemus Capital, LLC | 26,181 | $507.0K | 0.04% | +1,000+4.0% | Added |
| International Assets Investment Management, LLC | 26,024 | $504.0K | 0.09% | −17,699−40.5% | Reduced |
| IMC-Chicago, LLC | 26,060 | $504.0K | 0.04% | −6,708−20.5% | Reduced |
| Midwest Wealth Management Inc. | 26,033 | $504.0K | 0.36% | +3,499+15.5% | Added |
| Asset Management Corp | 25,389 | $491.0K | 0.32% | +6,750+36.2% | Added |
| Skylands Capital, LLC | 25,000 | $484.0K | 0.06% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 22,639 | $438.0K | 0.17% | −2,830−11.1% | Reduced |
| SG Americas Securities, LLC | 22,609 | $437.0K | 0.00% | +8,025+55.0% | Added |
| Cetera Investment Advisers | 22,427 | $434.0K | 0.01% | −561−2.4% | Reduced |
| ACT Capital Management, LLC | 21,700 | $420.0K | 0.22% | +21,700 | New |
| Baird Financial Group, Inc. | 21,714 | $420.0K | 0.00% | +21,714 | New |
| PEAK6 Investments LLC | 21,326 | $413.0K | 0.01% | +21,326 | New |
| Reitz Capital Advisors LLC | 21,280 | $412.0K | 0.29% | +21,280 | New |
| Stifel Financial Corp | 18,893 | $366.0K | 0.00% | +8,888+88.8% | Added |
| Global Retirement Partners, LLC | 18,840 | $365.0K | 0.04% | +6,499+52.7% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $350.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 18,002 | $348.0K | 0.00% | −2,421−11.9% | Reduced |
| Cubist Systematic Strategies, LLC | 17,797 | $344.0K | 0.00% | −11,098−38.4% | Reduced |
| Stratos Wealth Partners, LTD. | 17,674 | $342.0K | 0.01% | +7,472+73.2% | Added |
| Sequoia Financial Advisors, LLC | 16,185 | $313.0K | 0.01% | +294+1.9% | Added |
| State of Wisconsin Investment Board | 16,162 | $313.0K | 0.00% | +2,075+14.7% | Added |
| Xponance, Inc. | 15,781 | $305.0K | 0.01% | +15,781 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,491 | $300.0K | 0.00% | −2,990−16.2% | Reduced |
| Bank of Montreal | 14,578 | $294.0K | 0.00% | −3,230−18.1% | Reduced |
| Teacher Retirement System of Texas | 15,168 | $294.0K | 0.00% | +2,260+17.5% | Added |
| Gainplan LLC | 15,448 | $293.0K | 0.12% | +15,448 | New |
| AE Wealth Management LLC | 14,820 | $287.0K | 0.00% | −25,100−62.9% | Reduced |
| Principal Financial Group Inc | 14,734 | $285.0K | 0.00% | +14,734 | New |
| Sigma Planning Corp | 14,324 | $277.0K | 0.01% | +2,672+22.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,865 | $268.0K | 0.00% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 13,500 | $261.0K | 0.01% | +13,500 | New |
| Kestra Advisory Services, LLC | 12,885 | $249.0K | 0.00% | +3,006+30.4% | Added |
| Bluestein R H & Co | 12,225 | $237.0K | 0.01% | −200−1.6% | Reduced |
| Putnam Investments LLC | 11,984 | $232.0K | 0.00% | +11,984 | New |
| ProShare Advisors LLC | 11,686 | $226.0K | 0.00% | +2,139+22.4% | Added |
| Tocqueville Asset Management L.P. | 11,640 | $225.0K | 0.00% | −56,065−82.8% | Reduced |
| Sowell Financial Services LLC | 11,298 | $219.0K | 0.01% | +10,131+868.1% | Added |
| Creative Planning | 11,094 | $215.0K | 0.00% | −1,884−14.5% | Reduced |
| Shell Asset Management Co | 10,341 | $200.0K | 0.00% | −7,697−42.7% | Reduced |
| Diversified Portfolios, Inc. | 10,200 | $197.0K | 0.07% | +10,200 | New |
| 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 |
| Metropolitan Life Insurance Co | 9,369 | $181.3K | 0.00% | +4,799+105.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,700 | $168.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,534 | $165.1K | 0.01% | +87+1.0% | Added |
| Great West Life Assurance Co | 8,307 | $161.0K | 0.00% | +1,406+20.4% | Added |
| Deutsche Bank AG | 7,588 | $147.0K | 0.00% | −21,422−73.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,911 | $133.0K | 0.00% | −447−6.1% | Reduced |
| Sage Private Wealth Group, LLC | 5,844 | $113.0K | 0.15% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,420 | $104.0K | 0.06% | −1,829−25.2% | Reduced |
| Harbour Investments, Inc. | 5,200 | $101.0K | 0.00% | +2,570+97.7% | Added |
| 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 |
| 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 |
| Plante Moran Financial Advisors, LLC | 4,000 | $77.0K | 0.02% | +1,000+33.3% | Added |
| Macquarie Group Ltd | 3,818 | $74.0K | 0.00% | +1,579+70.5% | Added |
| Ancora Advisors, LLC | 3,500 | $68.0K | 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 |
| Clearstead Advisors, LLC | 2,755 | $53.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,566 | $52.0K | 0.00% | −10,541−80.4% | Reduced |
| Amundi | 2,639 | $51.0K | 0.00% | +2,639 | New |
| Advisory Services Network, LLC | 2,356 | $46.0K | 0.00% | −1,764−42.8% | Reduced |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,650 | $31.9K | 0.00% | +1,400+560.0% | Added |
| Tower Research Capital LLC (TRC) | 1,608 | $31.0K | 0.00% | −111,531−98.6% | Reduced |
| Lee Financial Co | 1,500 | $29.0K | 0.01% | +1,500 | New |
| NEXT Financial Group, Inc | 1,416 | $27.0K | 0.00% | −610−30.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,281 | $24.0K | 0.00% | −424−24.9% | Reduced |
| IFP Advisors, Inc | 1,225 | $23.0K | 0.00% | +152+14.2% | 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 |
| Captrust Financial Advisors | 819 | $16.0K | 0.00% | +241+41.7% | Added |
| Steward Partners Investment Advisory, LLC | 766 | $15.0K | 0.00% | −203−20.9% | Reduced |
| AdvisorNet Financial, Inc | 700 | $14.0K | 0.00% | +200+40.0% | Added |
| McCarthy Asset Management, Inc. | 688 | $13.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 565 | $11.0K | 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 |
| Bartlett & Co. Wealth Management LLC | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 468 | $9.00K | 0.00% | +468 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 431 | $8.00K | 0.00% | +137+46.6% | 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 |