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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 16,693 | $186.0K | 0.00% | +4,056+32.1% | Added |
| Bluefin Capital Management, LLC | 16,858 | $187.0K | 0.03% | +16,858 | New |
| Cutler Group LP | 17,332 | $192.0K | 0.02% | −13,601−44.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,721 | $197.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,689 | $197.0K | 0.00% | +1,250+7.6% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $201.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 18,628 | $207.0K | 0.00% | −18,246−49.5% | Reduced |
| Stratos Wealth Partners, LTD. | 18,679 | $208.0K | 0.00% | −577−3.0% | Reduced |
| Asset Management Corp | 19,114 | $213.0K | 0.13% | +1,232+6.9% | Added |
| XTX Topco Ltd | 19,706 | $219.0K | 0.10% | +19,706 | New |
| Intrinsic Value Partners, LLC | 20,750 | $231.0K | 0.24% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,016 | $234.0K | 0.00% | −131−0.6% | Reduced |
| Agf Investments Inc. | 22,659 | $252.0K | 0.00% | +593+2.7% | Added |
| Gotham Asset Management, LLC | 24,333 | $271.0K | 0.01% | −64,064−72.5% | Reduced |
| Allianz Asset Management GmbH | 24,699 | $275.0K | 0.00% | +24,699 | New |
| Bridgewater Advisors Inc. | 25,200 | $280.0K | 0.07% | 00.0% | Unchanged |
| Algert Global LLC | 26,140 | $291.0K | 0.02% | −58,985−69.3% | Reduced |
| Ensign Peak Advisors, Inc | 26,400 | $294.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,525 | $306.0K | 0.00% | −10,726−28.0% | Reduced |
| Nisa Investment Advisors, LLC | 27,510 | $306.0K | 0.00% | +27,510 | New |
| SG Americas Securities, LLC | 27,590 | $307.0K | 0.00% | −3,965−12.6% | Reduced |
| Missouri Trust & Investment Co | 27,692 | $308.0K | 0.18% | +16,992+158.8% | Added |
| Teacher Retirement System of Texas | 28,571 | $318.0K | 0.00% | +2,158+8.2% | Added |
| Penserra Capital Management LLC | 28,819 | $320.0K | 0.01% | −8,024−21.8% | Reduced |
| First Trust Advisors LP | 28,907 | $321.0K | 0.00% | +28,907 | New |
| HSBC Holdings PLC | 28,829 | $322.0K | 0.00% | −82−0.3% | Reduced |
| Great West Life Assurance Co | 27,220 | $322.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 29,734 | $331.0K | 0.14% | +29,734 | New |
| Price T Rowe Associates Inc | 29,965 | $333.0K | 0.00% | +7,533+33.6% | Added |
| Virtu Financial LLC | 30,271 | $337.0K | 0.02% | −99,518−76.7% | Reduced |
| Bank of Montreal | 29,751 | $339.0K | 0.00% | −138,501−82.3% | Reduced |
| Gladius Capital Management LP | 31,633 | $352.0K | 0.12% | +5,417+20.7% | Added |
| Truist Financial Corp | 33,408 | $371.0K | 0.00% | −818−2.4% | Reduced |
| International Assets Investment Management, LLC | 36,034 | $401.0K | 0.07% | +9,959+38.2% | Added |
| Arizona State Retirement System | 36,529 | $406.0K | 0.00% | −723−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 37,989 | $423.0K | 0.00% | +9,297+32.4% | Added |
| Man Group plc | 39,700 | $441.0K | 0.00% | +39,700 | New |
| Manufacturers Life Insurance Company, The | 39,683 | $441.3K | 0.00% | +4,563+13.0% | Added |
| Global Retirement Partners, LLC | 53,797 | $471.0K | 0.04% | +53,797 | New |
| Tudor Investment Corp Et Al | 42,588 | $474.0K | 0.01% | +10,083+31.0% | Added |
| CIBC Private Wealth Group, LLC | 44,100 | $490.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 46,000 | $512.0K | 0.01% | +46,000 | New |
| ExodusPoint Capital Management, LP | 47,286 | $526.0K | 0.01% | −36,310−43.4% | Reduced |
| UBS Group AG | 49,872 | $555.0K | 0.00% | −32,491−39.4% | Reduced |
| Nomura Holdings Inc | 50,257 | $555.0K | 0.00% | +50,257 | New |
| Wellington Management Group LLP | 51,330 | $571.0K | 0.00% | −5,226−9.2% | Reduced |
| Integrated Investment Consultants, LLC | 53,802 | $598.0K | 0.17% | 00.0% | Unchanged |
| Citigroup Inc | 55,983 | $623.0K | 0.00% | −7,518−11.8% | Reduced |
| Peloton Wealth Strategists | 58,525 | $651.0K | 0.27% | +10,700+22.4% | Added |
| USS Investment Management Ltd | 58,984 | $656.0K | 0.01% | +58,984 | New |
| Quinn Opportunity Partners LLC | 60,900 | $677.0K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 61,090 | $679.0K | 0.00% | +1,953+3.3% | Added |
| Oppenheimer & Co Inc | 62,100 | $690.0K | 0.01% | +49,318+385.8% | Added |
| Virginia Retirement Systems Et Al | 62,600 | $696.0K | 0.01% | −13,400−17.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,343 | $727.0K | 0.01% | −347,515−84.2% | Reduced |
| Voya Investment Management LLC | 65,885 | $733.0K | 0.00% | −1,298−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 66,910 | $744.0K | 0.00% | −2,514−3.6% | Reduced |
| LPL Financial LLC | 66,900 | $744.0K | 0.00% | +9,397+16.3% | Added |
| Rafferty Asset Management, LLC | 67,867 | $755.0K | 0.00% | −3,282−4.6% | Reduced |
| Raymond James & Associates | 68,422 | $761.0K | 0.00% | −16,683−19.6% | Reduced |
| Public Employees Retirement System of Ohio | 70,085 | $779.0K | 0.00% | −2,587−3.6% | Reduced |
| Van Eck Associates Corp | 70,453 | $783.0K | 0.00% | +29,868+73.6% | Added |
| HighTower Advisors, LLC | 71,484 | $795.0K | 0.00% | −3,826−5.1% | Reduced |
| AGF Investments LLC | 72,685 | $808.0K | 0.07% | +21,393+41.7% | Added |
| Delphia (USA) Inc. | 78,568 | $874.0K | 0.65% | +44,299+129.3% | Added |
| CIBC Asset Management Inc | 82,093 | $913.0K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 82,384 | $916.0K | 0.00% | +82,384 | New |
| Dimensional Fund Advisors LP | 84,460 | $939.0K | 0.00% | +84,460 | New |
| Simplex Trading, LLC | 85,574 | $951.0K | 0.03% | −254,688−74.9% | Reduced |
| SEI Investments Co | 86,467 | $971.0K | 0.00% | −23,178−21.1% | Reduced |
| Treasurer of the State of North Carolina | 87,541 | $973.0K | 0.01% | +38,642+79.0% | Added |
| Polianta Ltd | 89,200 | $991.0K | 0.65% | +7,400+9.0% | Added |
| JPMorgan Chase & Co | 92,184 | $1.02M | 0.00% | +7,048+8.3% | Added |
| Advisor Group Holdings, Inc. | 93,367 | $1.03M | 0.00% | −15,741−14.4% | Reduced |
| State Board of Administration of Florida Retirement System | 92,933 | $1.03M | 0.00% | −1,330−1.4% | Reduced |
| Royal Bank of Canada | 93,150 | $1.04M | 0.00% | −11,685−11.1% | Reduced |
| Brooktree Capital Management | 104,087 | $1.16M | 0.75% | +44,072+73.4% | Added |
| Corton Capital Inc. | 113,327 | $1.26M | 0.55% | +25,369+28.8% | Added |
| Bayesian Capital Management, LP | 114,816 | $1.28M | 0.19% | +114,816 | New |
| Basswood Capital Management, L.L.C. | 117,478 | $1.31M | 0.06% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 128,000 | $1.42M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 129,683 | $1.44M | 0.00% | −5,759−4.3% | Reduced |
| Ameriprise Financial Inc | 130,486 | $1.45M | 0.00% | +1,604+1.2% | Added |
| Belpointe Asset Management LLC | 133,935 | $1.49M | 0.09% | +4,532+3.5% | Added |
| Parametric Portfolio Associates LLC | 139,319 | $1.55M | 0.00% | +41,474+42.4% | Added |
| New York State Common Retirement Fund | 142,800 | $1.59M | 0.00% | −1,102−0.8% | Reduced |
| HCR Wealth Advisors | 144,646 | $1.61M | 0.26% | −7,612−5.0% | Reduced |
| HRT Financial LP | 146,978 | $1.63M | 0.01% | +79,249+117.0% | Added |
| D. E. Shaw & Co., Inc. | 153,771 | $1.71M | 0.00% | −14,718−8.7% | Reduced |
| Commonwealth Equity Services, LLC | 157,278 | $1.75M | 0.00% | +6,648+4.4% | Added |
| Seven Eight Capital, LP | 159,567 | $1.77M | 0.24% | +159,567 | New |
| Legal & General Group Plc | 170,789 | $1.90M | 0.00% | +69,662+68.9% | Added |
| Wolverine Trading, LLC | 182,532 | $2.03M | 0.06% | +16,154+9.7% | Added |
| Allspring Global Investments Holdings, LLC | 184,055 | $2.05M | 0.00% | −4,344−2.3% | Reduced |
| UBS Asset Management Americas Inc | 185,919 | $2.07M | 0.00% | −29,506−13.7% | Reduced |
| Barclays PLC | 200,361 | $2.23M | 0.00% | +200,361 | New |
| Patient Capital Management, LLC | 208,300 | $2.32M | 0.91% | −74,500−26.3% | Reduced |
| Cubist Systematic Strategies, LLC | 211,911 | $2.36M | 0.02% | +175,149+476.4% | Added |
| TD Waterhouse Canada Inc. | 218,784 | $2.42M | 0.02% | +31,689+16.9% | Added |
| Mercer Global Advisors Inc | 224,322 | $2.49M | 0.01% | +114,203+103.7% | Added |