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 |
|---|---|---|---|---|---|
| AGF Investments LLC | 51,292 | $718.0K | 0.06% | +51,292 | New |
| Treasurer of the State of North Carolina | 48,899 | $685.0K | 0.00% | −850−1.7% | Reduced |
| Peloton Wealth Strategists | 47,825 | $670.0K | 0.27% | −6,350−11.7% | Reduced |
| Russell Investments Group, Ltd. | 44,237 | $619.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 44,100 | $618.0K | 0.00% | +44,100 | New |
| Victory Capital Management Inc | 43,712 | $612.0K | 0.00% | −311−0.7% | Reduced |
| Van Eck Associates Corp | 40,585 | $568.0K | 0.00% | −108,749−72.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 40,505 | $567.0K | 0.01% | +8,305+25.8% | Added |
| Gsa Capital Partners LLP | 39,153 | $548.0K | 0.07% | +13,335+51.7% | Added |
| Janus Henderson Group PLC | 38,251 | $536.0K | 0.00% | +16,356+74.7% | Added |
| Arizona State Retirement System | 37,252 | $522.0K | 0.00% | +78+0.2% | Added |
| Cetera Advisor Networks LLC | 36,874 | $516.0K | 0.01% | +11,763+46.8% | Added |
| Cubist Systematic Strategies, LLC | 36,762 | $515.0K | 0.00% | −11,101−23.2% | Reduced |
| Manufacturers Life Insurance Company, The | 35,120 | $492.0K | 0.00% | −2,451−6.5% | Reduced |
| Delphia (USA) Inc. | 34,269 | $480.0K | 0.51% | +34,269 | New |
| Truist Financial Corp | 34,226 | $479.0K | 0.00% | −1,406−3.9% | Reduced |
| Tudor Investment Corp Et Al | 32,505 | $455.0K | 0.01% | +32,505 | New |
| IMC-Chicago, LLC | 32,271 | $452.0K | 0.02% | +9,833+43.8% | Added |
| SG Americas Securities, LLC | 31,555 | $442.0K | 0.00% | −16,761−34.7% | Reduced |
| Penserra Capital Management LLC | 36,843 | $435.0K | 0.01% | −132,866−78.3% | Reduced |
| Cutler Group LP | 30,933 | $433.0K | 0.03% | +7,071+29.6% | Added |
| Verition Fund Management LLC | 29,758 | $417.0K | 0.01% | +29,758 | New |
| Reitz Capital Advisors LLC | 21,280 | $412.0K | 0.29% | −275−1.3% | Reduced |
| HSBC Holdings PLC | 28,911 | $409.0K | 0.00% | +1,428+5.2% | Added |
| Tower Research Capital LLC (TRC) | 28,692 | $402.0K | 0.01% | +25,807+894.5% | Added |
| Hilltop Holdings Inc. | 27,351 | $383.0K | 0.04% | +27,351 | New |
| Great West Life Assurance Co | 27,220 | $380.0K | 0.00% | +7,040+34.9% | Added |
| 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 |
| Gladius Capital Management LP | 26,216 | $368.0K | 0.12% | +26,216 | New |
| International Assets Investment Management, LLC | 26,075 | $365.0K | 0.06% | −1,775−6.4% | Reduced |
| Lazard Asset Management LLC | 26,026 | $364.0K | 0.00% | +26,026 | New |
| Manteio Capital LLC | 25,378 | $355.0K | 0.46% | +25,378 | New |
| Bridgewater Advisors Inc. | 25,200 | $353.0K | 0.08% | −10,000−28.4% | Reduced |
| Rehmann Capital Advisory Group | 23,730 | $332.2K | 0.03% | −32,441−57.8% | Reduced |
| Oak Thistle LLC | 23,694 | $331.0K | 0.26% | +23,694 | New |
| Price T Rowe Associates Inc | 22,432 | $314.0K | 0.00% | −17,597−44.0% | Reduced |
| Agf Investments Inc. | 22,066 | $309.0K | 0.00% | +22,066 | New |
| Cetera Investment Advisers | 21,147 | $296.0K | 0.00% | +2,286+12.1% | Added |
| Intrinsic Value Partners, LLC | 20,750 | $291.0K | 0.31% | +20,750 | New |
| Accuvest Global Advisors | 20,177 | $282.0K | 0.12% | +2,655+15.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,917 | $279.0K | 0.05% | +16,277+447.2% | Added |
| Stratos Wealth Partners, LTD. | 19,256 | $270.0K | 0.01% | −3,455−15.2% | Reduced |
| Canada Pension Plan Investment Board | 18,254 | $256.0K | 0.00% | +9,825+116.6% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $253.0K | 0.00% | 00.0% | Unchanged |
| Asset Management Corp | 17,882 | $250.0K | 0.14% | −11,419−39.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,721 | $248.0K | 0.00% | +3,856+27.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,439 | $242.0K | 0.00% | +1,343+8.9% | Added |
| State of Wisconsin Investment Board | 16,801 | $235.0K | 0.00% | −510−2.9% | Reduced |
| Stifel Financial Corp | 16,190 | $227.0K | 0.00% | +397+2.5% | 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 |
| 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 Capital LLC | 13,000 | $182.0K | 0.01% | −100,050−88.5% | Reduced |
| Oppenheimer & Co Inc | 12,782 | $179.0K | 0.00% | −21,282−62.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,637 | $177.0K | 0.00% | −16,925−57.3% | Reduced |
| Pluribus Labs, LLC | 12,383 | $173.0K | 0.18% | +12,383 | New |
| Amalgamated Bank | 12,238 | $171.0K | 0.00% | +12,238 | New |
| Azimuth Capital Management LLC | 12,050 | $169.0K | 0.01% | −1,450−10.7% | 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 |
| Putnam Investments LLC | 11,380 | $159.0K | 0.00% | −441−3.7% | Reduced |
| Bluestein R H & Co | 11,275 | $158.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 11,181 | $157.0K | 0.12% | +4,175+59.6% | Added |
| Gainplan LLC | 10,779 | $151.0K | 0.07% | −5,395−33.4% | Reduced |
| Missouri Trust & Investment Co | 10,700 | $150.0K | 0.09% | +10,700 | 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 |
| Private Advisor Group, LLC | 10,136 | $142.0K | 0.00% | +10,136 | New |
| Boothbay Fund Management, LLC | 10,089 | $141.0K | 0.00% | −38,626−79.3% | Reduced |
| Shell Asset Management Co | 9,958 | $139.0K | 0.00% | +47+0.5% | Added |
| Metropolitan Life Insurance Co | 8,972 | $125.6K | 0.00% | −289−3.1% | Reduced |
| ETF Managers Group, LLC | 6,778 | $100.0K | 0.00% | +6,778 | New |
| Sage Private Wealth Group, LLC | 7,055 | $98.0K | 0.12% | +1,211+20.7% | Added |
| Point72 Hong Kong Ltd | 6,751 | $95.0K | 0.01% | +6,751 | New |
| The PNC Financial Services Group, Inc. | 6,625 | $93.0K | 0.00% | −296−4.3% | Reduced |
| Resolute Partners Group | 6,000 | $84.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,935 | $83.1K | 0.00% | −207−3.4% | Reduced |
| Amundi | 5,932 | $82.0K | 0.00% | +3,293+124.8% | Added |
| Deutsche Bank AG | 5,339 | $75.0K | 0.00% | −2,549−32.3% | Reduced |
| Pinebridge Investments, L.P. | 5,295 | $74.0K | 0.00% | +5,295 | New |
| New York State Teachers Retirement System | 5,200 | $73.0K | 0.00% | +5,200 | New |
| Fifth Third Bancorp | 5,000 | $70.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,818 | $53.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,500 | $49.0K | 0.00% | +2,219+173.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,200 | $45.0K | 0.00% | −5,500−63.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,051 | $43.0K | 0.00% | −1,131−27.0% | Reduced |
| Clearstead Advisors, LLC | 2,703 | $38.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,566 | $37.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 2,040 | $29.0K | 0.00% | −1,234−37.7% | Reduced |
| Captrust Financial Advisors | 1,719 | $24.0K | 0.00% | +1,052+157.7% | Added |
| CoreCap Advisors, LLC | 1,641 | $23.0K | 0.00% | +1,641 | New |
| Snowden Capital Advisors LLC | 1,580 | $22.0K | 0.00% | +1,580 | New |
| 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 |