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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 16,733 | $268.0K | 0.00% | −1,269−7.0% | Reduced |
| Transcend Wealth Collective, LLC | 16,500 | $273.0K | 0.02% | +16,500 | New |
| State of Wisconsin Investment Board | 17,311 | $278.0K | 0.00% | +1,149+7.1% | Added |
| Accuvest Global Advisors | 17,522 | $286.0K | 0.14% | +17,522 | New |
| Public Employees Retirement Association of Colorado | 18,076 | $290.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,861 | $303.0K | 0.00% | −3,566−15.9% | Reduced |
| Marathon Trading Investment Management LLC | 19,477 | $312.0K | 0.15% | −17,620−47.5% | Reduced |
| Bank of Montreal | 19,460 | $322.0K | 0.00% | +4,882+33.5% | Added |
| Great West Life Assurance Co | 20,180 | $326.0K | 0.00% | +11,873+142.9% | Added |
| Reitz Capital Advisors LLC | 21,555 | $346.0K | 0.26% | +275+1.3% | Added |
| Teacher Retirement System of Texas | 21,853 | $351.0K | 0.00% | +6,685+44.1% | Added |
| Janus Henderson Group PLC | 21,895 | $351.0K | 0.00% | +21,895 | New |
| IMC-Chicago, LLC | 22,438 | $360.0K | 0.03% | −3,622−13.9% | Reduced |
| Stratos Wealth Partners, LTD. | 22,711 | $364.0K | 0.01% | +5,037+28.5% | Added |
| Renaissance Technologies LLC | 23,200 | $372.0K | 0.00% | +23,200 | New |
| Cutler Group LP | 23,862 | $382.0K | 0.03% | −74,781−75.8% | Reduced |
| Algert Global LLC | 24,260 | $389.0K | 0.05% | +24,260 | New |
| Cetera Advisor Networks LLC | 25,111 | $403.0K | 0.01% | −22,527−47.3% | Reduced |
| Gsa Capital Partners LLP | 25,818 | $414.0K | 0.04% | +25,818 | New |
| FMR LLC | 26,707 | $428.0K | 0.00% | +26,276+6,096.5% | Added |
| HighTower Advisors, LLC | 27,046 | $435.0K | 0.00% | −125−0.5% | Reduced |
| Mercer Global Advisors Inc | 27,125 | $435.0K | 0.00% | +27,125 | New |
| Virginia Retirement Systems Et Al | 27,100 | $435.0K | 0.00% | +27,100 | New |
| Gotham Asset Management, LLC | 27,119 | $435.0K | 0.02% | +27,119 | New |
| HSBC Holdings PLC | 27,483 | $439.0K | 0.00% | −340−1.2% | Reduced |
| International Assets Investment Management, LLC | 27,850 | $447.0K | 0.08% | +1,826+7.0% | Added |
| Midwest Wealth Management Inc. | 27,931 | $448.0K | 0.31% | +1,898+7.3% | Added |
| Cassia Capital Partners, LLC | 27,931 | $448.0K | 0.31% | +27,931 | New |
| Asset Management Corp | 29,301 | $470.0K | 0.29% | +3,912+15.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,562 | $474.0K | 0.00% | −22,490−43.2% | Reduced |
| JPMorgan Chase & Co | 32,189 | $516.0K | 0.00% | −12,246−27.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 32,200 | $516.0K | 0.01% | +32,200 | New |
| Global Retirement Partners, LLC | 33,815 | $542.0K | 0.05% | +14,975+79.5% | Added |
| Oppenheimer & Co Inc | 34,064 | $546.0K | 0.01% | −4,681−12.1% | Reduced |
| Ameriprise Financial Inc | 34,172 | $548.0K | 0.00% | −39,128−53.4% | Reduced |
| Los Angeles Capital Management LLC | 34,450 | $553.0K | 0.00% | +34,450 | New |
| Bridgewater Advisors Inc. | 35,200 | $565.0K | 0.16% | +3,000+9.3% | Added |
| Truist Financial Corp | 35,632 | $572.0K | 0.00% | −15,050−29.7% | Reduced |
| HRT Financial LP | 36,290 | $582.0K | 0.00% | +36,290 | New |
| Arizona State Retirement System | 37,174 | $596.0K | 0.00% | +321+0.9% | Added |
| Manufacturers Life Insurance Company, The | 37,571 | $603.0K | 0.00% | −28,431−43.1% | Reduced |
| Price T Rowe Associates Inc | 40,029 | $642.0K | 0.00% | +800+2.0% | Added |
| Bluefin Capital Management, LLC | 40,520 | $650.0K | 0.08% | +40,520 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 41,789 | $663.0K | 0.08% | +7,656+22.4% | Added |
| Trexquant Investment LP | 43,383 | $696.0K | 0.06% | +43,383 | New |
| Voya Investment Management LLC | 43,645 | $700.0K | 0.00% | +140.0% | Added |
| Victory Capital Management Inc | 44,023 | $706.0K | 0.00% | −1,077−2.4% | Reduced |
| Russell Investments Group, Ltd. | 44,237 | $709.0K | 0.00% | −2,844−6.0% | Reduced |
| Regal Investment Advisors LLC | 47,710 | $765.0K | 0.07% | −1,457−3.0% | Reduced |
| Cubist Systematic Strategies, LLC | 47,863 | $768.0K | 0.01% | +30,066+168.9% | Added |
| SG Americas Securities, LLC | 48,316 | $775.0K | 0.00% | +25,707+113.7% | Added |
| Boothbay Fund Management, LLC | 48,715 | $781.0K | 0.03% | −53,504−52.3% | Reduced |
| Treasurer of the State of North Carolina | 49,749 | $798.0K | 0.00% | +2,659+5.6% | Added |
| Mainstay Capital Management LLC | 52,180 | $836.0K | 0.48% | +8,858+20.4% | Added |
| Peloton Wealth Strategists | 54,175 | $869.0K | 0.36% | +10,850+25.0% | Added |
| Rehmann Capital Advisory Group | 56,171 | $902.6K | 0.09% | −3,193−5.4% | Reduced |
| Wellington Management Group LLP | 56,399 | $905.0K | 0.00% | −48,315−46.1% | Reduced |
| Marshall Wace, LLP | 57,972 | $930.0K | 0.00% | +57,972 | New |
| SEI Investments Co | 57,473 | $968.0K | 0.00% | +15,255+36.1% | Added |
| Citigroup Inc | 60,560 | $971.0K | 0.00% | −14,772−19.6% | Reduced |
| Quinn Opportunity Partners LLC | 60,900 | $977.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 61,460 | $986.0K | 0.02% | +40,134+188.2% | Added |
| Brooktree Capital Management | 62,164 | $997.0K | 0.64% | +1,472+2.4% | Added |
| LPL Financial LLC | 62,451 | $1.00M | 0.00% | +5,780+10.2% | Added |
| Renaissance Capital LLC | 66,183 | $1.06M | 0.21% | −91,500−58.0% | Reduced |
| Rafferty Asset Management, LLC | 66,328 | $1.06M | 0.01% | −10,295−13.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 72,042 | $1.16M | 0.01% | +3,174+4.6% | Added |
| Advisors Asset Management, Inc. | 73,767 | $1.18M | 0.02% | +21,413+40.9% | Added |
| Public Employees Retirement System of Ohio | 77,108 | $1.24M | 0.00% | −122−0.2% | Reduced |
| CIBC Asset Management Inc | 79,157 | $1.27M | 0.01% | +6,076+8.3% | Added |
| Envestnet Asset Management Inc | 82,303 | $1.32M | 0.00% | +25,065+43.8% | Added |
| Raymond James & Associates | 90,172 | $1.45M | 0.00% | −62,851−41.1% | Reduced |
| Two Sigma Investments, LP | 92,158 | $1.48M | 0.00% | +24,700+36.6% | Added |
| HAP Trading, LLC | 92,425 | $1.48M | 0.11% | −49,607−34.9% | Reduced |
| Legal & General Group Plc | 94,092 | $1.51M | 0.00% | +33,017+54.1% | Added |
| State Board of Administration of Florida Retirement System | 94,263 | $1.51M | 0.00% | +10,279+12.2% | Added |
| Belpointe Asset Management LLC | 97,423 | $1.56M | 0.11% | +8,651+9.7% | Added |
| Alliancebernstein L.P. | 98,305 | $1.58M | 0.00% | +15,150+18.2% | Added |
| Parametric Portfolio Associates LLC | 98,755 | $1.58M | 0.00% | +19,300+24.3% | Added |
| Sculptor Capital LP | 101,900 | $1.63M | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 110,075 | $1.77M | 0.10% | −54,623−33.2% | Reduced |
| Advisor Group Holdings, Inc. | 110,065 | $1.77M | 0.00% | +3,020+2.8% | Added |
| Walleye Capital LLC | 113,050 | $1.81M | 0.05% | +113,050 | New |
| Seven Eight Capital, LP | 119,903 | $1.92M | 0.19% | +119,903 | New |
| Squarepoint Ops LLC | 124,608 | $2.00M | 0.01% | +46,593+59.7% | Added |
| Credit Suisse AG | 125,635 | $2.02M | 0.00% | −9,165−6.8% | Reduced |
| Alaska Permanent Fund Corp | 128,000 | $2.05M | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 136,091 | $2.18M | 0.12% | −6,516−4.6% | Reduced |
| Rhumbline Advisers | 138,330 | $2.22M | 0.00% | +20,029+16.9% | Added |
| Wells Fargo & Company | 145,106 | $2.33M | 0.00% | −649,909−81.7% | Reduced |
| Citadel Advisors LLC | 148,187 | $2.38M | 0.00% | −1,571,690−91.4% | Reduced |
| Van Eck Associates Corp | 149,334 | $2.40M | 0.01% | −198,101−57.0% | Reduced |
| State of New Jersey Common Pension Fund D | 150,792 | $2.42M | 0.01% | +9,604+6.8% | Added |
| Wolverine Trading, LLC | 150,379 | $2.46M | 0.05% | +123,774+465.2% | Added |
| New York State Common Retirement Fund | 156,929 | $2.52M | 0.00% | +14,129+9.9% | Added |
| Penserra Capital Management LLC | 169,709 | $2.72M | 0.06% | +27,794+19.6% | Added |
| Commonwealth Equity Services, LLC | 173,540 | $2.78M | 0.01% | −1,470−0.8% | Reduced |
| HCR Wealth Advisors | 190,225 | $3.05M | 0.51% | −1,671−0.9% | Reduced |
| UBS Group AG | 190,444 | $3.05M | 0.00% | −7,102−3.6% | Reduced |
| Royal Bank of Canada | 210,325 | $3.37M | 0.00% | −23,392−10.0% | Reduced |