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 2 sales; 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 |
|---|---|---|---|---|---|
| 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 |
| Bartlett & Co. Wealth Management LLC | 500 | $5.56K | 0.00% | +500 | New |
| Castleview Partners, LLC | 500 | $5.00K | 0.00% | +500 | 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 |
| Rockbridge Investment Management, LCC | 300 | $3.31K | 0.00% | +300 | 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 |
| 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 |
| Glen Eagle Advisors, LLC | 172 | $1.91K | 0.00% | +15+9.6% | Added |
| 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 |
| Stephens Consulting, LLC | 60 | $667 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $378 | 0.00% | +34 | New |
| 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 |
| Westside Investment Management, Inc. | 1,728 | – | – | +519+42.9% | Added |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −917,297−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −294,612−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −292,358−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −262,852−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −219,274−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −198,676−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −182,142−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −125,072−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −99,882−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −101,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −100,580−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −95,472−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −92,100−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −82,156−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −80,506−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −64,191−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −55,931−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −44,237−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −40,505−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −39,153−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −32,271−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −29,758−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −27,351−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −26,026−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −25,378−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −23,730−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −23,694−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −20,177−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −16,801−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,384−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −12,383−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −11,380−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −11,275−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −11,181−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,246−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Capital Financial Services, LLC | 0 | $0 | 0.00% | −10,233−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,089−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,972−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −5,295−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |