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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 129,403 | $1.81M | 0.11% | +31,980+32.8% | Added |
| Virtu Financial LLC | 129,789 | $1.82M | 0.19% | +129,789 | New |
| Rhumbline Advisers | 135,442 | $1.90M | 0.00% | −2,888−2.1% | Reduced |
| New York State Common Retirement Fund | 143,902 | $2.02M | 0.00% | −13,027−8.3% | Reduced |
| PEAK6 Investments LLC | 148,359 | $2.08M | 0.06% | +86,899+141.4% | Added |
| Commonwealth Equity Services, LLC | 150,630 | $2.11M | 0.00% | −22,910−13.2% | Reduced |
| Two Sigma Investments, LP | 152,200 | $2.13M | 0.01% | +60,042+65.2% | Added |
| HCR Wealth Advisors | 152,258 | $2.13M | 0.33% | −37,967−20.0% | Reduced |
| D. E. Shaw & Co., Inc. | 168,489 | $2.36M | 0.00% | −238,657−58.6% | Reduced |
| Wolverine Trading, LLC | 166,378 | $2.44M | 0.03% | +15,999+10.6% | Added |
| Bank of Montreal | 168,252 | $2.47M | 0.00% | +148,792+764.6% | Added |
| Credit Suisse AG | 181,705 | $2.54M | 0.00% | +56,070+44.6% | Added |
| State of New Jersey Common Pension Fund D | 182,142 | $2.55M | 0.01% | +31,350+20.8% | Added |
| Allspring Global Investments Holdings, LLC | 188,399 | $2.64M | 0.00% | +188,399 | New |
| Parallax Volatility Advisers, L.P. | 198,676 | $2.78M | 0.03% | −186,497−48.4% | Reduced |
| TD Waterhouse Canada Inc. | 187,095 | $2.80M | 0.03% | +187,095 | New |
| UBS Asset Management Americas Inc | 215,425 | $3.02M | 0.00% | −7,375−3.3% | Reduced |
| Envestnet Asset Management Inc | 216,979 | $3.04M | 0.00% | +134,676+163.6% | Added |
| Qube Research & Technologies Ltd | 219,274 | $3.07M | 0.02% | +219,274 | New |
| Wells Fargo & Company | 221,279 | $3.10M | 0.00% | +76,173+52.5% | Added |
| Holocene Advisors, LP | 262,852 | $3.68M | 0.02% | −1,384,324−84.0% | Reduced |
| Group One Trading, L.P. | 263,067 | $3.68M | 0.07% | −20,879−7.4% | Reduced |
| Patient Capital Management, LLC | 282,800 | $3.96M | 1.60% | +282,800 | New |
| California State Teachers Retirement System | 290,076 | $4.06M | 0.00% | −40,968−12.4% | Reduced |
| Millennium Management LLC | 292,358 | $4.09M | 0.00% | +34,722+13.5% | Added |
| Prana Capital Management, LP | 294,612 | $4.13M | 0.33% | +294,612 | New |
| Swiss National Bank | 304,600 | $4.26M | 0.00% | +3,000+1.0% | Added |
| Simplex Trading, LLC | 340,262 | $4.76M | 0.16% | −291,384−46.1% | Reduced |
| Bank of America Corp | 343,532 | $4.81M | 0.00% | −59,477−14.8% | Reduced |
| Los Angeles Capital Management LLC | 365,547 | $5.12M | 0.02% | +331,097+961.1% | Added |
| Goldman Sachs Group Inc | 385,494 | $5.40M | 0.00% | +441+0.1% | Added |
| Nuveen Asset Management, LLC | 386,798 | $5.42M | 0.00% | −220,505−36.3% | Reduced |
| Exencial Wealth Advisors, LLC | 409,069 | $5.73M | 0.28% | −150,291−26.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 412,858 | $5.78M | 0.06% | +181,788+78.7% | Added |
| Renaissance Technologies LLC | 492,400 | $6.89M | 0.01% | +469,200+2,022.4% | Added |
| Federated Hermes, Inc. | 527,881 | $7.39M | 0.01% | +527,881 | New |
| Northern Trust Corp | 607,761 | $8.51M | 0.00% | −7,163−1.2% | Reduced |
| Bank of New York Mellon Corp | 675,893 | $9.46M | 0.00% | +313,196+86.4% | Added |
| Charles Schwab Investment Management Inc | 676,416 | $9.47M | 0.00% | +2,119+0.3% | Added |
| Jane Street Group, LLC | 676,513 | $9.47M | 0.02% | +124,323+22.5% | Added |
| Bruni J V & Co | 853,364 | $11.9M | 1.47% | +853,364 | New |
| Miller Value Partners, LLC | 917,297 | $12.8M | 0.45% | −1,955,159−68.1% | Reduced |
| Citadel Advisors LLC | 1,047,737 | $14.7M | 0.02% | +899,550+607.0% | Added |
| Morgan Stanley | 1,239,387 | $17.4M | 0.00% | +493,117+66.1% | Added |
| Hillman Co | 1,259,179 | $17.6M | 6.51% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 1,450,000 | $20.3M | 0.07% | −1,029,700−41.5% | Reduced |
| Geode Capital Management, LLC | 1,679,424 | $23.5M | 0.00% | +89,003+5.6% | Added |
| Susquehanna International Group, LLP | 2,170,256 | $30.4M | 0.05% | −617,069−22.1% | Reduced |
| Davis Selected Advisers | 2,399,153 | $33.6M | 0.16% | −29,521−1.2% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $62.3M | 6.72% | 00.0% | Unchanged |
| State Street Corp | 4,847,708 | $67.9M | 0.00% | −423,520−8.0% | Reduced |
| BlackRock Inc. | 6,505,694 | $91.1M | 0.00% | +988,019+17.9% | Added |
| Vanguard Group Inc | 7,776,371 | $108.9M | 0.00% | −111,101−1.4% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 9,312,452 | $130.4M | 2.03% | 00.0% | Unchanged |
| Invesco Ltd. | 10,298,814 | $144.2M | 0.03% | +934,907+10.0% | Added |
| Westside Investment Management, Inc. | 1,209 | – | – | 00.0% | Unchanged |
| Edge Wealth Management LLC | 14 | – | – | 00.0% | Unchanged |
| Bollard Group LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −308,148−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −136,091−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −119,903−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −110,075−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −66,183−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −57,972−100.0% | Sold out |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −52,180−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −47,710−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,383−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −40,520−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −33,815−100.0% | Sold out |
| Midwest Wealth Management Inc. | 0 | $0 | 0.00% | −27,931−100.0% | Sold out |
| Cassia Capital Partners, LLC | 0 | $0 | 0.00% | −27,931−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −19,477−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,733−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,693−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,525−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,405−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Elkhorn Partners Limited Partnership | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| McCarthy Asset Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Stonebridge Financial Planning Group, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |