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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 157 | $3.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sargent Bickham Lagudis LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 18 | $0 | 0.00% | −1−5.3% | Reduced |
| 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 |