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; 797 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, Q4 2021
Institutional positions in Rocket Companies, Inc. as of Dec 31, 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
- 257
- +19 vs. Q3 2021
- Shares held
- 73.7M
- +236.7K (+0.3%) vs. Q3 2021
- Total value
- $1.03B
- −$148.1M (−12.5%) vs. Q3 2021
- New holders
- 61
- 70 more added
- Sold out
- 42
- 85 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 797 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 10,298,814 | $144.2M | 0.03% | +934,907+10.0% | Added |
| Caledonia (Private) Investments Pty Ltd | 9,312,452 | $130.4M | 2.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,776,371 | $108.9M | 0.00% | −111,101−1.4% | Reduced |
| BlackRock Inc. | 6,505,694 | $91.1M | 0.00% | +988,019+17.9% | Added |
| State Street Corp | 4,847,708 | $67.9M | 0.00% | −423,520−8.0% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $62.3M | 6.72% | 00.0% | Unchanged |
| Davis Selected Advisers | 2,399,153 | $33.6M | 0.16% | −29,521−1.2% | Reduced |
| Susquehanna International Group, LLP | 2,170,256 | $30.4M | 0.05% | −617,069−22.1% | Reduced |
| Geode Capital Management, LLC | 1,679,424 | $23.5M | 0.00% | +89,003+5.6% | Added |
| Retirement Systems of Alabama | 1,450,000 | $20.3M | 0.07% | −1,029,700−41.5% | Reduced |
| Hillman Co | 1,259,179 | $17.6M | 6.51% | 00.0% | Unchanged |
| Morgan Stanley | 1,239,387 | $17.4M | 0.00% | +493,117+66.1% | Added |
| Citadel Advisors LLC | 1,047,737 | $14.7M | 0.02% | +899,550+607.0% | Added |
| Miller Value Partners, LLC | 917,297 | $12.8M | 0.45% | −1,955,159−68.1% | Reduced |
| Bruni J V & Co | 853,364 | $11.9M | 1.47% | +853,364 | New |
| Jane Street Group, LLC | 676,513 | $9.47M | 0.02% | +124,323+22.5% | Added |
| Charles Schwab Investment Management Inc | 676,416 | $9.47M | 0.00% | +2,119+0.3% | Added |
| Bank of New York Mellon Corp | 675,893 | $9.46M | 0.00% | +313,196+86.4% | Added |
| Northern Trust Corp | 607,761 | $8.51M | 0.00% | −7,163−1.2% | Reduced |
| Federated Hermes, Inc. | 527,881 | $7.39M | 0.01% | +527,881 | New |
| Renaissance Technologies LLC | 492,400 | $6.89M | 0.01% | +469,200+2,022.4% | Added |
| Schonfeld Strategic Advisors LLC | 412,858 | $5.78M | 0.06% | +181,788+78.7% | Added |
| Exencial Wealth Advisors, LLC | 409,069 | $5.73M | 0.28% | −150,291−26.9% | Reduced |
| Nuveen Asset Management, LLC | 386,798 | $5.42M | 0.00% | −220,505−36.3% | Reduced |
| Goldman Sachs Group Inc | 385,494 | $5.40M | 0.00% | +441+0.1% | Added |
| Los Angeles Capital Management LLC | 365,547 | $5.12M | 0.02% | +331,097+961.1% | Added |
| Bank of America Corp | 343,532 | $4.81M | 0.00% | −59,477−14.8% | Reduced |
| Simplex Trading, LLC | 340,262 | $4.76M | 0.16% | −291,384−46.1% | Reduced |
| Swiss National Bank | 304,600 | $4.26M | 0.00% | +3,000+1.0% | Added |
| Prana Capital Management, LP | 294,612 | $4.13M | 0.33% | +294,612 | New |
| Millennium Management LLC | 292,358 | $4.09M | 0.00% | +34,722+13.5% | Added |
| California State Teachers Retirement System | 290,076 | $4.06M | 0.00% | −40,968−12.4% | Reduced |
| Patient Capital Management, LLC | 282,800 | $3.96M | 1.60% | +282,800 | New |
| Group One Trading, L.P. | 263,067 | $3.68M | 0.07% | −20,879−7.4% | Reduced |
| Holocene Advisors, LP | 262,852 | $3.68M | 0.02% | −1,384,324−84.0% | Reduced |
| Wells Fargo & Company | 221,279 | $3.10M | 0.00% | +76,173+52.5% | Added |
| Qube Research & Technologies Ltd | 219,274 | $3.07M | 0.02% | +219,274 | New |
| Envestnet Asset Management Inc | 216,979 | $3.04M | 0.00% | +134,676+163.6% | Added |
| UBS Asset Management Americas Inc | 215,425 | $3.02M | 0.00% | −7,375−3.3% | Reduced |
| TD Waterhouse Canada Inc. | 187,095 | $2.80M | 0.03% | +187,095 | New |
| Parallax Volatility Advisers, L.P. | 198,676 | $2.78M | 0.03% | −186,497−48.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 188,399 | $2.64M | 0.00% | +188,399 | New |
| State of New Jersey Common Pension Fund D | 182,142 | $2.55M | 0.01% | +31,350+20.8% | Added |
| Credit Suisse AG | 181,705 | $2.54M | 0.00% | +56,070+44.6% | Added |
| Bank of Montreal | 168,252 | $2.47M | 0.00% | +148,792+764.6% | Added |
| Wolverine Trading, LLC | 166,378 | $2.44M | 0.03% | +15,999+10.6% | Added |
| D. E. Shaw & Co., Inc. | 168,489 | $2.36M | 0.00% | −238,657−58.6% | Reduced |
| HCR Wealth Advisors | 152,258 | $2.13M | 0.33% | −37,967−20.0% | Reduced |
| Two Sigma Investments, LP | 152,200 | $2.13M | 0.01% | +60,042+65.2% | Added |
| Commonwealth Equity Services, LLC | 150,630 | $2.11M | 0.00% | −22,910−13.2% | Reduced |
| PEAK6 Investments LLC | 148,359 | $2.08M | 0.06% | +86,899+141.4% | Added |
| New York State Common Retirement Fund | 143,902 | $2.02M | 0.00% | −13,027−8.3% | Reduced |
| Rhumbline Advisers | 135,442 | $1.90M | 0.00% | −2,888−2.1% | Reduced |
| Virtu Financial LLC | 129,789 | $1.82M | 0.19% | +129,789 | New |
| Belpointe Asset Management LLC | 129,403 | $1.81M | 0.11% | +31,980+32.8% | Added |
| Ameriprise Financial Inc | 128,882 | $1.80M | 0.00% | +94,710+277.2% | Added |
| Twinbeech Capital LP | 125,072 | $1.75M | 0.10% | +125,072 | New |
| Capital Fund Management S.A. | 121,527 | $1.70M | 0.04% | +121,527 | New |
| Basswood Capital Management, L.L.C. | 117,478 | $1.65M | 0.08% | −135,446−53.6% | Reduced |
| Alaska Permanent Fund Corp | 128,000 | $1.62M | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 109,645 | $1.58M | 0.00% | +52,172+90.8% | Added |
| Aigen Investment Management, LP | 99,882 | $1.58M | 0.10% | +99,882 | New |
| Mercer Global Advisors Inc | 110,119 | $1.54M | 0.01% | +82,994+306.0% | Added |
| Advisor Group Holdings, Inc. | 109,108 | $1.53M | 0.00% | −957−0.9% | Reduced |
| Royal Bank of Canada | 104,835 | $1.47M | 0.00% | −105,490−50.2% | Reduced |
| Sculptor Capital LP | 101,900 | $1.43M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 101,127 | $1.42M | 0.00% | +7,035+7.5% | Added |
| Squarepoint Ops LLC | 100,580 | $1.41M | 0.01% | −24,028−19.3% | Reduced |
| Parametric Portfolio Associates LLC | 97,845 | $1.37M | 0.00% | −910−0.9% | Reduced |
| Greylin Investment Mangement Inc | 95,472 | $1.34M | 0.25% | −241,791−71.7% | Reduced |
| State Board of Administration of Florida Retirement System | 94,263 | $1.32M | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 92,100 | $1.29M | 0.01% | +92,100 | New |
| Alliancebernstein L.P. | 89,335 | $1.25M | 0.00% | −8,970−9.1% | Reduced |
| Gotham Asset Management, LLC | 88,397 | $1.24M | 0.04% | +61,278+226.0% | Added |
| Corton Capital Inc. | 87,958 | $1.23M | 0.55% | +87,958 | New |
| JPMorgan Chase & Co | 85,136 | $1.19M | 0.00% | +52,947+164.5% | Added |
| Algert Global LLC | 85,125 | $1.19M | 0.15% | +60,865+250.9% | Added |
| Raymond James & Associates | 85,105 | $1.19M | 0.00% | −5,067−5.6% | Reduced |
| ExodusPoint Capital Management, LP | 83,596 | $1.17M | 0.01% | +69,718+502.4% | Added |
| UBS Group AG | 82,363 | $1.15M | 0.00% | −108,081−56.8% | Reduced |
| Engineers Gate Manager LP | 82,156 | $1.15M | 0.05% | +66,313+418.6% | Added |
| CIBC Asset Management Inc | 82,093 | $1.15M | 0.00% | +2,936+3.7% | Added |
| Polianta Ltd | 81,800 | $1.15M | 0.49% | +81,800 | New |
| Advisors Asset Management, Inc. | 80,506 | $1.13M | 0.02% | +6,739+9.1% | Added |
| Virginia Retirement Systems Et Al | 76,000 | $1.06M | 0.01% | +48,900+180.4% | Added |
| HighTower Advisors, LLC | 75,310 | $1.05M | 0.00% | +48,264+178.5% | Added |
| Public Employees Retirement System of Ohio | 72,672 | $1.02M | 0.00% | −4,436−5.8% | Reduced |
| Rafferty Asset Management, LLC | 71,149 | $996.0K | 0.01% | +4,821+7.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,424 | $972.0K | 0.00% | −2,618−3.6% | Reduced |
| HRT Financial LP | 67,729 | $948.0K | 0.01% | +31,439+86.6% | Added |
| Voya Investment Management LLC | 67,183 | $941.0K | 0.00% | +23,538+53.9% | Added |
| HAP Trading, LLC | 64,191 | $899.0K | 0.06% | −28,234−30.5% | Reduced |
| Citigroup Inc | 63,501 | $889.0K | 0.00% | +2,941+4.9% | Added |
| Quinn Opportunity Partners LLC | 60,900 | $853.0K | 0.05% | 00.0% | Unchanged |
| Brooktree Capital Management | 60,015 | $840.0K | 0.51% | −2,149−3.5% | Reduced |
| Bank of Nova Scotia | 59,137 | $828.0K | 0.00% | +59,137 | New |
| LPL Financial LLC | 57,503 | $805.0K | 0.00% | −4,948−7.9% | Reduced |
| Wellington Management Group LLP | 56,556 | $792.0K | 0.00% | +157+0.3% | Added |
| Alpine Global Management, LLC | 55,931 | $783.0K | 0.12% | +55,931 | New |
| Integrated Investment Consultants, LLC | 53,802 | $753.0K | 0.20% | +53,802 | New |