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, Q1 2022
Institutional positions in Rocket Companies, Inc. as of Mar 31, 2022. 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
- 240
- −14 vs. Q4 2021
- Shares held
- 80.5M
- +6.75M (+9.2%) vs. Q4 2021
- Total value
- $897.1M
- −$135.6M (−13.1%) vs. Q4 2021
- New holders
- 48
- 85 more added
- Sold out
- 62
- 64 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 19 | $0 | 0.00% | −74−79.6% | Reduced |
| Meeder Asset Management Inc | 3 | $0 | 0.00% | −13−81.3% | Reduced |
| 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% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $0 | 0.00% | −23−71.9% | Reduced |
| Larson Financial Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 20 | $0 | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 34 | $378 | 0.00% | +34 | New |
| Stephens Consulting, LLC | 60 | $667 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 135 | $1.00K | 0.00% | +70+107.7% | Added |
| Asset Dedication, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 45 | $1.00K | 0.00% | +45 | New |
| MCF Advisors LLC | 50 | $1.00K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 172 | $1.91K | 0.00% | +15+9.6% | Added |
| Clearstead Advisors, LLC | 151 | $2.00K | 0.00% | −2,552−94.4% | Reduced |
| JFS Wealth Advisors, LLC | 202 | $2.00K | 0.00% | −300−59.8% | Reduced |
| Annapolis Financial Services, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $2.00K | 0.00% | +14+9.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 153 | $2.00K | 0.00% | +153 | New |
| Prospera Financial Services Inc | 206 | $2.00K | 0.00% | +206 | New |
| Farmers & Merchants Investments Inc | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 300 | $3.31K | 0.00% | +300 | New |
| Gables Capital Management Inc. | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 348 | $4.00K | 0.00% | +282+427.3% | Added |
| Loomis Sayles & Co L P | 392 | $4.00K | 0.00% | +392 | New |
| Castleview Partners, LLC | 500 | $5.00K | 0.00% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $5.56K | 0.00% | +500 | New |
| Reitz Capital Advisors LLC | 500 | $6.00K | 0.00% | −20,780−97.7% | Reduced |
| North Star Investment Management Corp. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $6.00K | 0.00% | +500 | New |
| Covestor Ltd | 660 | $7.00K | 0.00% | +620+1,550.0% | Added |
| GHP Investment Advisors, Inc. | 762 | $8.00K | 0.00% | +762 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 900 | $10.0K | 0.01% | −1,652−64.7% | Reduced |
| DeDora Capital, Inc. | 942 | $10.0K | 0.00% | +942 | New |
| Steward Partners Investment Advisory, LLC | 982 | $11.0K | 0.00% | −1,058−51.9% | Reduced |
| Zullo Investment Group, Inc. | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $11.0K | 0.00% | +1,000 | New |
| CWM, LLC | 1,233 | $14.0K | 0.00% | +595+93.3% | Added |
| Allworth Financial LP | 1,300 | $14.0K | 0.00% | +1,000+333.3% | Added |
| Hexagon Capital Partners LLC | 1,326 | $15.0K | 0.00% | +1,000+306.7% | Added |
| American Research & Management Co. | 1,500 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,533 | $17.0K | 0.00% | +1,528+30,560.0% | Added |
| Dark Forest Capital Management LP | 1,532 | $17.0K | 0.00% | +1,532 | New |
| Amundi | 1,819 | $18.0K | 0.00% | −4,113−69.3% | Reduced |
| Captrust Financial Advisors | 1,600 | $18.0K | 0.00% | −119−6.9% | Reduced |
| American International Group, Inc. | 2,560 | $28.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,566 | $29.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $33.0K | 0.00% | −200−6.3% | Reduced |
| Macquarie Group Ltd | 3,818 | $42.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,000 | $44.0K | 0.01% | +4,000 | New |
| US Bancorp | 4,414 | $49.0K | 0.00% | +3,414+341.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,700 | $52.0K | 0.00% | +4,700 | New |
| State of Wyoming | 4,843 | $54.0K | 0.03% | +4,843 | New |
| Fifth Third Bancorp | 5,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,415 | $60.0K | 0.00% | +76+1.4% | Added |
| ETF Managers Group, LLC | 5,949 | $66.0K | 0.00% | −829−12.2% | Reduced |
| IFP Advisors, Inc | 3,032 | $66.0K | 0.00% | +1,807+147.5% | Added |
| American Portfolios Advisors | 5,988 | $66.6K | 0.00% | +53+0.9% | Added |
| Resolute Partners Group | 6,000 | $67.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,225 | $80.0K | 0.00% | +600+9.1% | Added |
| Walleye Trading LLC | 7,434 | $83.0K | 0.00% | −7,900−51.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,793 | $87.0K | 0.00% | +4,742+155.4% | Added |
| Shell Asset Management Co | 8,674 | $96.0K | 0.00% | −1,284−12.9% | Reduced |
| MetLife Investment Management | 8,726 | $97.0K | 0.00% | +8,726 | New |
| Sage Private Wealth Group, LLC | 9,147 | $102.0K | 0.10% | +2,092+29.7% | Added |
| Rockefeller Capital Management L.P. | 9,541 | $106.0K | 0.00% | +6,041+172.6% | Added |
| Huntington National Bank | 10,002 | $111.0K | 0.00% | +8,900+807.6% | Added |
| Stifel Financial Corp | 10,181 | $113.0K | 0.00% | −6,009−37.1% | Reduced |
| Two Sigma Securities, LLC | 10,385 | $115.0K | 0.02% | +10,385 | New |
| JustInvest LLC | 10,728 | $119.0K | 0.01% | +10,728 | New |
| Advisory Services Network, LLC | 10,775 | $120.0K | 0.00% | +10,775 | New |
| Private Advisor Group, LLC | 10,924 | $121.0K | 0.00% | +788+7.8% | Added |
| ProShare Advisors LLC | 11,501 | $128.0K | 0.00% | −119−1.0% | Reduced |
| New York State Teachers Retirement System | 11,800 | $131.0K | 0.00% | +6,600+126.9% | Added |
| Azimuth Capital Management LLC | 12,050 | $134.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 12,030 | $134.0K | 0.09% | +12,030 | New |
| Teza Capital Management LLC | 12,212 | $136.0K | 0.05% | −3,141−20.5% | Reduced |
| Point72 Hong Kong Ltd | 12,460 | $139.0K | 0.01% | +5,709+84.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,598 | $140.0K | 0.02% | −7,319−36.7% | Reduced |
| Garner Asset Management Corp | 12,620 | $140.0K | 0.06% | +12,620 | New |
| Canada Pension Plan Investment Board | 13,640 | $152.0K | 0.00% | −4,614−25.3% | Reduced |
| Principal Financial Group Inc | 13,752 | $153.0K | 0.00% | −1,332−8.8% | Reduced |
| Wealthcare Advisory Partners LLC | 14,012 | $156.0K | 0.01% | +14,012 | New |
| Pearl River Capital, LLC | 13,999 | $156.0K | 0.04% | +13,999 | New |
| Pathstone Family Office, LLC | 15,000 | $167.0K | 0.00% | +15,000 | New |
| Xponance, Inc. | 15,158 | $169.0K | 0.00% | +80+0.5% | Added |
| Amalgamated Bank | 15,673 | $174.0K | 0.00% | +3,435+28.1% | Added |
| Amalgamated Financial Corp. | 15,673 | $174.0K | 0.00% | +15,673 | New |
| Cresset Asset Management, LLC | 15,758 | $175.0K | 0.00% | +15,758 | New |
| Chiron Capital Management, LLC | 15,915 | $177.0K | 0.11% | +15,915 | New |