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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 15,078 | $211.0K | 0.00% | +95+0.6% | Added |
| Principal Financial Group Inc | 15,084 | $211.0K | 0.00% | +556+3.8% | Added |
| Walleye Trading LLC | 15,334 | $215.0K | 0.00% | +3,597+30.6% | Added |
| Prelude Capital Management, LLC | 15,384 | $215.0K | 0.01% | +15,384 | New |
| Teza Capital Management LLC | 15,353 | $215.0K | 0.06% | +15,353 | New |
| Stifel Financial Corp | 16,190 | $227.0K | 0.00% | +397+2.5% | Added |
| State of Wisconsin Investment Board | 16,801 | $235.0K | 0.00% | −510−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,439 | $242.0K | 0.00% | +1,343+8.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,721 | $248.0K | 0.00% | +3,856+27.8% | Added |
| Asset Management Corp | 17,882 | $250.0K | 0.14% | −11,419−39.0% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $253.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 18,254 | $256.0K | 0.00% | +9,825+116.6% | Added |
| Stratos Wealth Partners, LTD. | 19,256 | $270.0K | 0.01% | −3,455−15.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 19,917 | $279.0K | 0.05% | +16,277+447.2% | Added |
| Accuvest Global Advisors | 20,177 | $282.0K | 0.12% | +2,655+15.2% | Added |
| Intrinsic Value Partners, LLC | 20,750 | $291.0K | 0.31% | +20,750 | New |
| Cetera Investment Advisers | 21,147 | $296.0K | 0.00% | +2,286+12.1% | Added |
| Agf Investments Inc. | 22,066 | $309.0K | 0.00% | +22,066 | New |
| Price T Rowe Associates Inc | 22,432 | $314.0K | 0.00% | −17,597−44.0% | Reduced |
| Oak Thistle LLC | 23,694 | $331.0K | 0.26% | +23,694 | New |
| Rehmann Capital Advisory Group | 23,730 | $332.2K | 0.03% | −32,441−57.8% | Reduced |
| Bridgewater Advisors Inc. | 25,200 | $353.0K | 0.08% | −10,000−28.4% | Reduced |
| Manteio Capital LLC | 25,378 | $355.0K | 0.46% | +25,378 | New |
| Lazard Asset Management LLC | 26,026 | $364.0K | 0.00% | +26,026 | New |
| International Assets Investment Management, LLC | 26,075 | $365.0K | 0.06% | −1,775−6.4% | Reduced |
| Gladius Capital Management LP | 26,216 | $368.0K | 0.12% | +26,216 | New |
| Teacher Retirement System of Texas | 26,413 | $370.0K | 0.00% | +4,560+20.9% | Added |
| Ensign Peak Advisors, Inc | 26,400 | $370.0K | 0.00% | +26,400 | New |
| Great West Life Assurance Co | 27,220 | $380.0K | 0.00% | +7,040+34.9% | Added |
| Hilltop Holdings Inc. | 27,351 | $383.0K | 0.04% | +27,351 | New |
| Tower Research Capital LLC (TRC) | 28,692 | $402.0K | 0.01% | +25,807+894.5% | Added |
| HSBC Holdings PLC | 28,911 | $409.0K | 0.00% | +1,428+5.2% | Added |
| Reitz Capital Advisors LLC | 21,280 | $412.0K | 0.29% | −275−1.3% | Reduced |
| Verition Fund Management LLC | 29,758 | $417.0K | 0.01% | +29,758 | New |
| Cutler Group LP | 30,933 | $433.0K | 0.03% | +7,071+29.6% | Added |
| Penserra Capital Management LLC | 36,843 | $435.0K | 0.01% | −132,866−78.3% | Reduced |
| SG Americas Securities, LLC | 31,555 | $442.0K | 0.00% | −16,761−34.7% | Reduced |
| IMC-Chicago, LLC | 32,271 | $452.0K | 0.02% | +9,833+43.8% | Added |
| Tudor Investment Corp Et Al | 32,505 | $455.0K | 0.01% | +32,505 | New |
| Truist Financial Corp | 34,226 | $479.0K | 0.00% | −1,406−3.9% | Reduced |
| Delphia (USA) Inc. | 34,269 | $480.0K | 0.51% | +34,269 | New |
| Manufacturers Life Insurance Company, The | 35,120 | $492.0K | 0.00% | −2,451−6.5% | Reduced |
| Cubist Systematic Strategies, LLC | 36,762 | $515.0K | 0.00% | −11,101−23.2% | Reduced |
| Cetera Advisor Networks LLC | 36,874 | $516.0K | 0.01% | +11,763+46.8% | Added |
| Arizona State Retirement System | 37,252 | $522.0K | 0.00% | +78+0.2% | Added |
| Janus Henderson Group PLC | 38,251 | $536.0K | 0.00% | +16,356+74.7% | Added |
| Gsa Capital Partners LLP | 39,153 | $548.0K | 0.07% | +13,335+51.7% | Added |
| Susquehanna Fundamental Investments, LLC | 40,505 | $567.0K | 0.01% | +8,305+25.8% | Added |
| Van Eck Associates Corp | 40,585 | $568.0K | 0.00% | −108,749−72.8% | Reduced |
| Victory Capital Management Inc | 43,712 | $612.0K | 0.00% | −311−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 44,100 | $618.0K | 0.00% | +44,100 | New |
| Russell Investments Group, Ltd. | 44,237 | $619.0K | 0.00% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 47,825 | $670.0K | 0.27% | −6,350−11.7% | Reduced |
| Treasurer of the State of North Carolina | 48,899 | $685.0K | 0.00% | −850−1.7% | Reduced |
| AGF Investments LLC | 51,292 | $718.0K | 0.06% | +51,292 | New |
| Integrated Investment Consultants, LLC | 53,802 | $753.0K | 0.20% | +53,802 | New |
| Alpine Global Management, LLC | 55,931 | $783.0K | 0.12% | +55,931 | New |
| Wellington Management Group LLP | 56,556 | $792.0K | 0.00% | +157+0.3% | Added |
| LPL Financial LLC | 57,503 | $805.0K | 0.00% | −4,948−7.9% | Reduced |
| Bank of Nova Scotia | 59,137 | $828.0K | 0.00% | +59,137 | New |
| Brooktree Capital Management | 60,015 | $840.0K | 0.51% | −2,149−3.5% | Reduced |
| Quinn Opportunity Partners LLC | 60,900 | $853.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 63,501 | $889.0K | 0.00% | +2,941+4.9% | Added |
| HAP Trading, LLC | 64,191 | $899.0K | 0.06% | −28,234−30.5% | Reduced |
| Voya Investment Management LLC | 67,183 | $941.0K | 0.00% | +23,538+53.9% | Added |
| HRT Financial LP | 67,729 | $948.0K | 0.01% | +31,439+86.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,424 | $972.0K | 0.00% | −2,618−3.6% | Reduced |
| Rafferty Asset Management, LLC | 71,149 | $996.0K | 0.01% | +4,821+7.3% | Added |
| Public Employees Retirement System of Ohio | 72,672 | $1.02M | 0.00% | −4,436−5.8% | Reduced |
| HighTower Advisors, LLC | 75,310 | $1.05M | 0.00% | +48,264+178.5% | Added |
| Virginia Retirement Systems Et Al | 76,000 | $1.06M | 0.01% | +48,900+180.4% | Added |
| Advisors Asset Management, Inc. | 80,506 | $1.13M | 0.02% | +6,739+9.1% | Added |
| Polianta Ltd | 81,800 | $1.15M | 0.49% | +81,800 | New |
| CIBC Asset Management Inc | 82,093 | $1.15M | 0.00% | +2,936+3.7% | Added |
| Engineers Gate Manager LP | 82,156 | $1.15M | 0.05% | +66,313+418.6% | Added |
| UBS Group AG | 82,363 | $1.15M | 0.00% | −108,081−56.8% | Reduced |
| ExodusPoint Capital Management, LP | 83,596 | $1.17M | 0.01% | +69,718+502.4% | Added |
| Raymond James & Associates | 85,105 | $1.19M | 0.00% | −5,067−5.6% | Reduced |
| 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 |
| Corton Capital Inc. | 87,958 | $1.23M | 0.55% | +87,958 | New |
| Gotham Asset Management, LLC | 88,397 | $1.24M | 0.04% | +61,278+226.0% | Added |
| Alliancebernstein L.P. | 89,335 | $1.25M | 0.00% | −8,970−9.1% | Reduced |
| Point72 Asset Management, L.P. | 92,100 | $1.29M | 0.01% | +92,100 | New |
| State Board of Administration of Florida Retirement System | 94,263 | $1.32M | 0.00% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 95,472 | $1.34M | 0.25% | −241,791−71.7% | Reduced |
| Parametric Portfolio Associates LLC | 97,845 | $1.37M | 0.00% | −910−0.9% | Reduced |
| Squarepoint Ops LLC | 100,580 | $1.41M | 0.01% | −24,028−19.3% | Reduced |
| Legal & General Group Plc | 101,127 | $1.42M | 0.00% | +7,035+7.5% | Added |
| Sculptor Capital LP | 101,900 | $1.43M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 104,835 | $1.47M | 0.00% | −105,490−50.2% | Reduced |
| Advisor Group Holdings, Inc. | 109,108 | $1.53M | 0.00% | −957−0.9% | Reduced |
| Mercer Global Advisors Inc | 110,119 | $1.54M | 0.01% | +82,994+306.0% | Added |
| Aigen Investment Management, LP | 99,882 | $1.58M | 0.10% | +99,882 | New |
| SEI Investments Co | 109,645 | $1.58M | 0.00% | +52,172+90.8% | Added |
| Alaska Permanent Fund Corp | 128,000 | $1.62M | 0.03% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 117,478 | $1.65M | 0.08% | −135,446−53.6% | Reduced |
| Capital Fund Management S.A. | 121,527 | $1.70M | 0.04% | +121,527 | New |
| Twinbeech Capital LP | 125,072 | $1.75M | 0.10% | +125,072 | New |
| Ameriprise Financial Inc | 128,882 | $1.80M | 0.00% | +94,710+277.2% | Added |