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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 222,800 | $3.57M | 0.00% | −7,538−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 231,070 | $3.71M | 0.04% | +201,689+686.5% | Added |
| Basswood Capital Management, L.L.C. | 252,924 | $4.06M | 0.16% | −55,806−18.1% | Reduced |
| Millennium Management LLC | 257,636 | $4.13M | 0.01% | +257,636 | New |
| Group One Trading, L.P. | 283,946 | $4.55M | 0.10% | +102,760+56.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 298,563 | $4.79M | 0.42% | +5,469+1.9% | Added |
| Swiss National Bank | 301,600 | $4.84M | 0.00% | +2,800+0.9% | Added |
| Ergoteles LLC | 308,148 | $4.94M | 0.18% | +66,558+27.5% | Added |
| California State Teachers Retirement System | 331,044 | $5.31M | 0.01% | +95,648+40.6% | Added |
| Greylin Investment Mangement Inc | 337,263 | $5.41M | 1.11% | −543,381−61.7% | Reduced |
| Bank of New York Mellon Corp | 362,697 | $5.82M | 0.00% | −17,562−4.6% | Reduced |
| Goldman Sachs Group Inc | 385,053 | $6.18M | 0.00% | −874,995−69.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 385,173 | $6.18M | 0.07% | +385,173 | New |
| Bank of America Corp | 403,009 | $6.46M | 0.00% | −182,641−31.2% | Reduced |
| D. E. Shaw & Co., Inc. | 407,146 | $6.53M | 0.01% | +246,416+153.3% | Added |
| Bollard Group LLC | 500,000 | $8.02M | 0.26% | 00.0% | Unchanged |
| Jane Street Group, LLC | 552,190 | $8.86M | 0.02% | −255,448−31.6% | Reduced |
| Exencial Wealth Advisors, LLC | 559,360 | $8.97M | 0.39% | +198,672+55.1% | Added |
| Nuveen Asset Management, LLC | 607,303 | $9.74M | 0.00% | −212,864−26.0% | Reduced |
| Northern Trust Corp | 614,924 | $9.86M | 0.00% | −395,296−39.1% | Reduced |
| Charles Schwab Investment Management Inc | 674,297 | $10.8M | 0.00% | +6,949+1.0% | Added |
| Morgan Stanley | 746,270 | $12.0M | 0.00% | −52,608−6.6% | Reduced |
| Simplex Trading, LLC | 631,646 | $12.0M | 0.43% | +25,160+4.1% | Added |
| Hillman Co | 1,259,179 | $20.2M | 7.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,590,421 | $25.5M | 0.00% | +31,901+2.0% | Added |
| Holocene Advisors, LP | 1,647,176 | $26.4M | 0.15% | +1,450,307+736.7% | Added |
| Davis Selected Advisers | 2,428,674 | $39.0M | 0.18% | −148,247−5.8% | Reduced |
| Retirement Systems of Alabama | 2,479,700 | $39.8M | 0.15% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,787,325 | $44.7M | 0.06% | −38,753−1.4% | Reduced |
| Miller Value Partners, LLC | 2,872,456 | $46.1M | 1.57% | −343,048−10.7% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $71.4M | 21.44% | 00.0% | Unchanged |
| State Street Corp | 5,271,228 | $84.5M | 0.00% | +724,064+15.9% | Added |
| BlackRock Inc. | 5,517,675 | $88.5M | 0.00% | +136,976+2.5% | Added |
| Vanguard Group Inc | 7,887,472 | $126.5M | 0.00% | −69,878−0.9% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 9,312,452 | $149.4M | 1.88% | −236,375−2.5% | Reduced |
| Invesco Ltd. | 9,363,907 | $150.2M | 0.04% | +2,653,662+39.5% | Added |
| Westside Investment Management, Inc. | 1,209 | – | – | −100−7.6% | Reduced |
| Edge Wealth Management LLC | 14 | – | – | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2 | – | – | +2 | New |
| First Trust Advisors LP | 0 | $0 | 0.00% | −767,467−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −374,379−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −205,277−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −182,480−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −99,055−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −92,800−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −49,900−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −26,181−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −22,639−100.0% | Sold out |
| ACT Capital Management, LLC | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −21,714−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −16,185−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −11,640−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,298−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −9,950−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Berman Capital Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |