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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 34,450 | $553.0K | 0.00% | +34,450 | New |
| Ameriprise Financial Inc | 34,172 | $548.0K | 0.00% | −39,128−53.4% | Reduced |
| Oppenheimer & Co Inc | 34,064 | $546.0K | 0.01% | −4,681−12.1% | Reduced |
| Global Retirement Partners, LLC | 33,815 | $542.0K | 0.05% | +14,975+79.5% | Added |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 29,562 | $474.0K | 0.00% | −22,490−43.2% | Reduced |
| Asset Management Corp | 29,301 | $470.0K | 0.29% | +3,912+15.4% | 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 |
| International Assets Investment Management, LLC | 27,850 | $447.0K | 0.08% | +1,826+7.0% | Added |
| HSBC Holdings PLC | 27,483 | $439.0K | 0.00% | −340−1.2% | Reduced |
| 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 |
| FMR LLC | 26,707 | $428.0K | 0.00% | +26,276+6,096.5% | Added |
| Gsa Capital Partners LLP | 25,818 | $414.0K | 0.04% | +25,818 | New |
| Cetera Advisor Networks LLC | 25,111 | $403.0K | 0.01% | −22,527−47.3% | Reduced |
| Algert Global LLC | 24,260 | $389.0K | 0.05% | +24,260 | New |
| Cutler Group LP | 23,862 | $382.0K | 0.03% | −74,781−75.8% | Reduced |
| Renaissance Technologies LLC | 23,200 | $372.0K | 0.00% | +23,200 | New |
| Stratos Wealth Partners, LTD. | 22,711 | $364.0K | 0.01% | +5,037+28.5% | Added |
| IMC-Chicago, LLC | 22,438 | $360.0K | 0.03% | −3,622−13.9% | Reduced |
| 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 |
| Reitz Capital Advisors LLC | 21,555 | $346.0K | 0.26% | +275+1.3% | Added |
| Great West Life Assurance Co | 20,180 | $326.0K | 0.00% | +11,873+142.9% | Added |
| Bank of Montreal | 19,460 | $322.0K | 0.00% | +4,882+33.5% | Added |
| Marathon Trading Investment Management LLC | 19,477 | $312.0K | 0.15% | −17,620−47.5% | Reduced |
| Cetera Investment Advisers | 18,861 | $303.0K | 0.00% | −3,566−15.9% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $290.0K | 0.00% | 00.0% | Unchanged |
| Accuvest Global Advisors | 17,522 | $286.0K | 0.14% | +17,522 | New |
| State of Wisconsin Investment Board | 17,311 | $278.0K | 0.00% | +1,149+7.1% | Added |
| Transcend Wealth Collective, LLC | 16,500 | $273.0K | 0.02% | +16,500 | New |
| Guggenheim Capital LLC | 16,733 | $268.0K | 0.00% | −1,269−7.0% | Reduced |
| Engineers Gate Manager LP | 15,843 | $254.0K | 0.01% | +15,843 | New |
| Stifel Financial Corp | 15,793 | $253.0K | 0.00% | −3,100−16.4% | Reduced |
| Gainplan LLC | 16,174 | $251.0K | 0.11% | +726+4.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,096 | $242.0K | 0.00% | −395−2.5% | Reduced |
| Xponance, Inc. | 14,983 | $240.0K | 0.00% | −798−5.1% | Reduced |
| Principal Financial Group Inc | 14,528 | $233.0K | 0.00% | −206−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 13,878 | $223.0K | 0.00% | −20,373−59.5% | Reduced |
| 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 |
| Azimuth Capital Management LLC | 13,500 | $217.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,693 | $204.0K | 0.00% | −2,127−14.4% | Reduced |
| Capital Financial Services, LLC | 12,633 | $203.0K | 0.25% | +12,633 | New |
| Pearl River Capital, LLC | 12,525 | $201.0K | 0.05% | +12,525 | New |
| Putnam Investments LLC | 11,821 | $190.0K | 0.00% | −163−1.4% | 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 |
| Kestra Advisory Services, LLC | 11,405 | $183.0K | 0.00% | −1,480−11.5% | Reduced |
| Bluestein R H & Co | 11,275 | $181.0K | 0.01% | −950−7.8% | Reduced |
| Two Sigma Securities, LLC | 10,397 | $167.0K | 0.03% | +10,397 | New |
| Diversified Portfolios, Inc. | 10,200 | $164.0K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,911 | $159.0K | 0.00% | −430−4.2% | Reduced |
| Metropolitan Life Insurance Co | 9,261 | $148.5K | 0.00% | −108−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,700 | $140.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,429 | $135.0K | 0.00% | +8,429 | New |
| Deutsche Bank AG | 7,888 | $126.0K | 0.00% | +300+4.0% | Added |
| Islay Capital Management, LLC | 7,006 | $112.0K | 0.09% | +7,006 | New |
| The PNC Financial Services Group, Inc. | 6,921 | $111.0K | 0.00% | +10+0.1% | Added |
| Harbour Investments, Inc. | 6,700 | $107.0K | 0.00% | +1,500+28.8% | Added |
| Toronto Dominion Bank | 6,390 | $102.0K | 0.00% | +1,687+35.9% | Added |
| American Portfolios Advisors | 6,142 | $98.5K | 0.00% | −2,392−28.0% | Reduced |
| Resolute Partners Group | 6,000 | $96.0K | 0.01% | +6,000 | New |
| Sage Private Wealth Group, LLC | 5,844 | $94.0K | 0.13% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,420 | $86.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 4,182 | $67.0K | 0.00% | −508−10.8% | Reduced |
| Macquarie Group Ltd | 3,818 | $61.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,640 | $58.0K | 0.01% | +1,920+111.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,274 | $53.0K | 0.00% | +2,508+327.4% | Added |
| Plante Moran Financial Advisors, LLC | 3,000 | $48.0K | 0.01% | −1,000−25.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,885 | $47.0K | 0.00% | +1,277+79.4% | Added |
| American International Group, Inc. | 2,712 | $44.0K | 0.00% | −147−5.1% | Reduced |
| 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 |
| DekaBank Deutsche Girozentrale | 2,566 | $42.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,639 | $42.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,909 | $30.0K | 0.01% | +1,909 | New |
| Geneos Wealth Management Inc. | 1,780 | $28.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,650 | $26.5K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,500 | $24.0K | 0.01% | +1,500 | New |
| 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 |
| NEXT Financial Group, Inc | 1,191 | $19.0K | 0.00% | −225−15.9% | Reduced |
| Huntington National Bank | 1,101 | $18.0K | 0.00% | −600−35.3% | Reduced |
| US Bancorp | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 667 | $11.0K | 0.00% | −152−18.6% | Reduced |
| Allworth Financial LP | 600 | $10.0K | 0.00% | +300+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $8.02K | 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 |
| Gables Capital Management Inc. | 400 | $6.00K | 0.00% | −600−60.0% | Reduced |