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 |
|---|---|---|---|---|---|
| FMR LLC | 5 | $0 | 0.00% | −26,702−100.0% | Reduced |
| Parallel Advisors, LLC | 20 | $0 | 0.00% | −230−92.0% | Reduced |
| Meeder Asset Management Inc | 16 | $0 | 0.00% | −67−80.7% | Reduced |
| Glassman Wealth Services | 25 | $0 | 0.00% | −36−59.0% | Reduced |
| Quadrant Capital Group LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 20 | $0 | 0.00% | +20 | New |
| Bogart Wealth, LLC | 30 | $0 | 0.00% | +30 | New |
| Larson Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Aquire Wealth Advisors, LLC | 35 | $0 | 0.00% | +35 | New |
| Lake Point Wealth Management | 10 | $0 | 0.00% | +10 | New |
| Amplius Wealth Advisors, LLC | 62 | $0 | 0.00% | +62 | New |
| Confluence Wealth Services, Inc. | 59 | $0 | 0.00% | +59 | New |
| Stephens Consulting, LLC | 60 | $840 | 0.00% | +60 | New |
| Asset Dedication, LLC | 48 | $1.00K | 0.00% | −104−68.4% | Reduced |
| Ellevest, Inc. | 93 | $1.00K | 0.00% | −6−6.1% | Reduced |
| Bell Investment Advisors, Inc | 59 | $1.00K | 0.00% | +6+11.3% | Added |
| National Bank of Canada | 65 | $1.00K | 0.00% | +65 | New |
| Northern Oak Wealth Management Inc | 100 | $1.00K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 66 | $1.00K | 0.00% | +66 | New |
| Center for Financial Planning, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Covestor Ltd | 40 | $1.00K | 0.00% | +40 | New |
| Federation des caisses Desjardins du Quebec | 135 | $1.89K | 0.00% | −1,515−91.8% | Reduced |
| FourThought Financial, LLC | 175 | $2.00K | 0.00% | −224−56.1% | Reduced |
| Focused Wealth Management, Inc | 153 | $2.00K | 0.00% | −135−46.9% | Reduced |
| NVWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 120 | $2.00K | 0.00% | +120 | New |
| Glen Eagle Advisors, LLC | 157 | $2.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 220 | $3.00K | 0.00% | −94−29.9% | Reduced |
| 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 |
| Eaton Vance Management | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $3.00K | 0.00% | +200 | New |
| Allworth Financial LP | 300 | $4.00K | 0.00% | −300−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 326 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 370 | $5.00K | 0.00% | +370 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 515 | $7.00K | 0.00% | −1,265−71.1% | Reduced |
| North Star Investment Management Corp. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 638 | $9.00K | 0.00% | +638 | New |
| US Bancorp | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Huntington National Bank | 1,102 | $15.0K | 0.00% | +1+0.1% | Added |
| IFP Advisors, Inc | 1,225 | $17.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,191 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,500 | $21.0K | 0.00% | −5,200−77.6% | Reduced |
| American Research & Management Co. | 1,500 | $21.0K | 0.00% | +1,500 | New |
| Snowden Capital Advisors LLC | 1,580 | $22.0K | 0.00% | +1,580 | New |
| CoreCap Advisors, LLC | 1,641 | $23.0K | 0.00% | +1,641 | New |
| Captrust Financial Advisors | 1,719 | $24.0K | 0.00% | +1,052+157.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,040 | $29.0K | 0.00% | −1,234−37.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,552 | $36.0K | 0.02% | −2,868−52.9% | Reduced |
| American International Group, Inc. | 2,560 | $36.0K | 0.00% | −152−5.6% | Reduced |
| DekaBank Deutsche Girozentrale | 2,566 | $37.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,703 | $38.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,051 | $43.0K | 0.00% | −1,131−27.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,200 | $45.0K | 0.00% | −5,500−63.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,500 | $49.0K | 0.00% | +2,219+173.2% | Added |
| Macquarie Group Ltd | 3,818 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,000 | $70.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,200 | $73.0K | 0.00% | +5,200 | New |
| Pinebridge Investments, L.P. | 5,295 | $74.0K | 0.00% | +5,295 | New |
| Deutsche Bank AG | 5,339 | $75.0K | 0.00% | −2,549−32.3% | Reduced |
| Amundi | 5,932 | $82.0K | 0.00% | +3,293+124.8% | Added |
| American Portfolios Advisors | 5,935 | $83.1K | 0.00% | −207−3.4% | Reduced |
| Resolute Partners Group | 6,000 | $84.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,625 | $93.0K | 0.00% | −296−4.3% | Reduced |
| Point72 Hong Kong Ltd | 6,751 | $95.0K | 0.01% | +6,751 | New |
| Sage Private Wealth Group, LLC | 7,055 | $98.0K | 0.12% | +1,211+20.7% | Added |
| ETF Managers Group, LLC | 6,778 | $100.0K | 0.00% | +6,778 | New |
| Metropolitan Life Insurance Co | 8,972 | $125.6K | 0.00% | −289−3.1% | Reduced |
| Shell Asset Management Co | 9,958 | $139.0K | 0.00% | +47+0.5% | Added |
| Boothbay Fund Management, LLC | 10,089 | $141.0K | 0.00% | −38,626−79.3% | Reduced |
| Private Advisor Group, LLC | 10,136 | $142.0K | 0.00% | +10,136 | New |
| Sigma Planning Corp | 10,246 | $143.0K | 0.00% | −3,585−25.9% | Reduced |
| Capital Financial Services, LLC | 10,233 | $143.0K | 0.16% | −2,400−19.0% | Reduced |
| Diversified Portfolios, Inc. | 10,200 | $143.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10,700 | $150.0K | 0.09% | +10,700 | New |
| Gainplan LLC | 10,779 | $151.0K | 0.07% | −5,395−33.4% | Reduced |
| Islay Capital Management, LLC | 11,181 | $157.0K | 0.12% | +4,175+59.6% | Added |
| Bluestein R H & Co | 11,275 | $158.0K | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 11,380 | $159.0K | 0.00% | −441−3.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 11,690 | $163.0K | 0.01% | −286,873−96.1% | Reduced |
| ProShare Advisors LLC | 11,620 | $163.0K | 0.00% | −120−1.0% | Reduced |
| Azimuth Capital Management LLC | 12,050 | $169.0K | 0.01% | −1,450−10.7% | Reduced |
| Amalgamated Bank | 12,238 | $171.0K | 0.00% | +12,238 | New |
| Pluribus Labs, LLC | 12,383 | $173.0K | 0.18% | +12,383 | New |
| Raymond James Financial Services Advisors, Inc. | 12,637 | $177.0K | 0.00% | −16,925−57.3% | Reduced |
| Oppenheimer & Co Inc | 12,782 | $179.0K | 0.00% | −21,282−62.5% | Reduced |
| Walleye Capital LLC | 13,000 | $182.0K | 0.01% | −100,050−88.5% | Reduced |