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, Q3 2021
Institutional positions in Rocket Companies, Inc. as of Sep 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
- 239
- +7 vs. Q2 2021
- Shares held
- 73.5M
- −617.9K (−0.8%) vs. Q2 2021
- Total value
- $1.18B
- −$253.3M (−17.7%) vs. Q2 2021
- New holders
- 41
- 70 more added
- Sold out
- 34
- 80 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 17 | $0 | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $0 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | +16 | New |
| Meeder Asset Management Inc | 83 | $1.00K | 0.00% | −5−5.7% | Reduced |
| Glassman Wealth Services | 61 | $1.00K | 0.00% | +13+27.1% | Added |
| Quadrant Capital Group LLC | 32 | $1.00K | 0.00% | −24−42.9% | Reduced |
| Jacobi Capital Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $1.00K | 0.00% | +53 | New |
| MCF Advisors LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $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 |
| Cahill Financial Advisors Inc | 145 | $2.00K | 0.00% | +145 | New |
| Ellevest, Inc. | 99 | $2.00K | 0.00% | +99 | New |
| Glen Eagle Advisors, LLC | 157 | $2.52K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 152 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $4.00K | 0.00% | −450−64.3% | Reduced |
| Bedel Financial Consulting, Inc. | 243 | $4.00K | 0.00% | −225−48.1% | Reduced |
| Parallel Advisors, LLC | 250 | $4.00K | 0.00% | +140+127.3% | Added |
| Farmers & Merchants Investments Inc | 250 | $4.00K | 0.00% | +250 | New |
| McCarthy Asset Management, Inc. | 300 | $5.00K | 0.00% | −388−56.4% | Reduced |
| Lenox Wealth Advisors, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 288 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 314 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 326 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 288 | $5.00K | 0.00% | +288 | New |
| Gables Capital Management Inc. | 400 | $6.00K | 0.00% | −600−60.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 399 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $8.00K | 0.00% | −4,533−90.1% | Reduced |
| North Star Investment Management Corp. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 482 | $8.00K | 0.00% | +482 | New |
| JFS Wealth Advisors, LLC | 502 | $8.00K | 0.00% | +502 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $8.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 600 | $10.0K | 0.00% | +300+100.0% | Added |
| Captrust Financial Advisors | 667 | $11.0K | 0.00% | −152−18.6% | Reduced |
| US Bancorp | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $18.0K | 0.00% | −600−35.3% | Reduced |
| NEXT Financial Group, Inc | 1,191 | $19.0K | 0.00% | −225−15.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,281 | $20.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,225 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,500 | $24.0K | 0.01% | +1,500 | New |
| Federation des caisses Desjardins du Quebec | 1,650 | $26.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,780 | $28.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,909 | $30.0K | 0.01% | +1,909 | New |
| DekaBank Deutsche Girozentrale | 2,566 | $42.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,639 | $42.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 2,700 | $43.0K | 0.03% | −2,000−42.6% | Reduced |
| Clearstead Advisors, LLC | 2,703 | $43.0K | 0.00% | −52−1.9% | Reduced |
| American International Group, Inc. | 2,712 | $44.0K | 0.00% | −147−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,885 | $47.0K | 0.00% | +1,277+79.4% | Added |
| Plante Moran Financial Advisors, LLC | 3,000 | $48.0K | 0.01% | −1,000−25.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,274 | $53.0K | 0.00% | +2,508+327.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,640 | $58.0K | 0.01% | +1,920+111.6% | Added |
| Macquarie Group Ltd | 3,818 | $61.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,182 | $67.0K | 0.00% | −508−10.8% | Reduced |
| Fifth Third Bancorp | 5,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,000 | $80.0K | 0.00% | +4,700+1,566.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,420 | $86.0K | 0.05% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 5,844 | $94.0K | 0.13% | 00.0% | Unchanged |
| Resolute Partners Group | 6,000 | $96.0K | 0.01% | +6,000 | New |
| American Portfolios Advisors | 6,142 | $98.5K | 0.00% | −2,392−28.0% | Reduced |
| Toronto Dominion Bank | 6,390 | $102.0K | 0.00% | +1,687+35.9% | Added |
| Harbour Investments, Inc. | 6,700 | $107.0K | 0.00% | +1,500+28.8% | Added |
| The PNC Financial Services Group, Inc. | 6,921 | $111.0K | 0.00% | +10+0.1% | Added |
| Islay Capital Management, LLC | 7,006 | $112.0K | 0.09% | +7,006 | New |
| Deutsche Bank AG | 7,888 | $126.0K | 0.00% | +300+4.0% | Added |
| Canada Pension Plan Investment Board | 8,429 | $135.0K | 0.00% | +8,429 | New |
| Benjamin F. Edwards & Company, Inc. | 8,700 | $140.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,261 | $148.5K | 0.00% | −108−1.2% | Reduced |
| Shell Asset Management Co | 9,911 | $159.0K | 0.00% | −430−4.2% | Reduced |
| Diversified Portfolios, Inc. | 10,200 | $164.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,397 | $167.0K | 0.03% | +10,397 | New |
| Bluestein R H & Co | 11,275 | $181.0K | 0.01% | −950−7.8% | Reduced |
| Kestra Advisory Services, LLC | 11,405 | $183.0K | 0.00% | −1,480−11.5% | Reduced |
| ProShare Advisors LLC | 11,740 | $188.0K | 0.00% | +54+0.5% | Added |
| Walleye Trading LLC | 11,737 | $188.0K | 0.00% | +11,737 | New |
| Putnam Investments LLC | 11,821 | $190.0K | 0.00% | −163−1.4% | Reduced |
| Pearl River Capital, LLC | 12,525 | $201.0K | 0.05% | +12,525 | New |
| Capital Financial Services, LLC | 12,633 | $203.0K | 0.25% | +12,633 | New |
| AE Wealth Management LLC | 12,693 | $204.0K | 0.00% | −2,127−14.4% | Reduced |
| Azimuth Capital Management LLC | 13,500 | $217.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,831 | $222.0K | 0.01% | −493−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,865 | $222.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,878 | $223.0K | 0.00% | −20,373−59.5% | Reduced |
| Principal Financial Group Inc | 14,528 | $233.0K | 0.00% | −206−1.4% | Reduced |
| Xponance, Inc. | 14,983 | $240.0K | 0.00% | −798−5.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,096 | $242.0K | 0.00% | −395−2.5% | Reduced |
| Gainplan LLC | 16,174 | $251.0K | 0.11% | +726+4.7% | Added |
| Stifel Financial Corp | 15,793 | $253.0K | 0.00% | −3,100−16.4% | Reduced |
| Engineers Gate Manager LP | 15,843 | $254.0K | 0.01% | +15,843 | New |