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, Q2 2022
Institutional positions in Rocket Companies, Inc. as of Jun 30, 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
- 237
- +3 vs. Q1 2022
- Shares held
- 82.1M
- +1.83M (+2.3%) vs. Q1 2022
- Total value
- $604.6M
- −$289.9M (−32.4%) vs. Q1 2022
- New holders
- 43
- 77 more added
- Sold out
- 40
- 70 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | −199−98.5% | Reduced |
| Asset Dedication, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $0 | 0.00% | −3−17.6% | Reduced |
| 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 |
| ACG Wealth | 11 | $0 | 0.00% | +11 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Stephens Consulting, LLC | 60 | $442 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 257 | $1.00K | 0.00% | −17,075−98.5% | Reduced |
| Clearstead Advisors, LLC | 151 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 104 | $1.00K | 0.00% | +95+1,055.6% | Added |
| Larson Financial Group LLC | 200 | $1.00K | 0.00% | +196+4,900.0% | Added |
| Massmutual Trust Co FSB | 164 | $1.00K | 0.00% | +164 | New |
| Covington Capital Management | 120 | $1.00K | 0.00% | +120 | New |
| Glen Eagle Advisors, LLC | 172 | $1.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 300 | $2.21K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 392 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 379 | $3.00K | 0.00% | +360+1,894.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $3.00K | 0.00% | +400 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $3.68K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 500 | $3.68K | 0.00% | +500 | New |
| Deutsche Bank AG | 547 | $4.00K | 0.00% | −4,868−89.9% | Reduced |
| Covestor Ltd | 640 | $4.00K | 0.00% | −20−3.0% | Reduced |
| North Star Investment Management Corp. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 486 | $4.00K | 0.00% | +138+39.7% | Added |
| Selective Wealth Management, Inc. | 784 | $6.00K | 0.00% | −216−21.6% | Reduced |
| GHP Investment Advisors, Inc. | 762 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 890 | $6.55K | 0.00% | +890 | New |
| Steward Partners Investment Advisory, LLC | 946 | $7.00K | 0.00% | −36−3.7% | Reduced |
| Zullo Investment Group, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,131 | $8.00K | 0.00% | −3,283−74.4% | Reduced |
| Harbour Investments, Inc. | 1,100 | $8.00K | 0.00% | +1,100 | New |
| Allworth Financial LP | 1,300 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 1,500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,526 | $11.0K | 0.00% | +200+15.1% | Added |
| Glassman Wealth Services | 1,537 | $11.0K | 0.00% | +1,512+6,048.0% | Added |
| American International Group, Inc. | 1,576 | $12.0K | 0.00% | −984−38.4% | Reduced |
| Riverview Trust Co | 1,567 | $12.0K | 0.01% | +1,567 | New |
| CoreCap Advisors, LLC | 1,622 | $12.0K | 0.00% | +1,622 | New |
| TCI Wealth Advisors, Inc. | 1,801 | $13.0K | 0.00% | +1,801 | New |
| Amundi | 1,819 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,293 | $16.0K | 0.00% | −181,762−98.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,566 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,072 | $22.6K | 0.00% | +3,072 | New |
| CWM, LLC | 3,153 | $23.0K | 0.00% | +1,920+155.7% | Added |
| Castle Wealth Management LLC | 3,364 | $25.0K | 0.01% | +3,364 | New |
| FMR LLC | 3,598 | $26.0K | 0.00% | +2,065+134.7% | Added |
| Macquarie Group Ltd | 3,818 | $28.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,000 | $29.0K | 0.00% | −81,574−95.3% | Reduced |
| Captrust Financial Advisors | 4,451 | $33.0K | 0.00% | +2,851+178.2% | Added |
| Fifth Third Bancorp | 5,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,191 | $38.2K | 0.00% | −3,535−40.5% | Reduced |
| IFP Advisors, Inc | 1,807 | $39.0K | 0.00% | −1,225−40.4% | Reduced |
| American Portfolios Advisors | 5,730 | $42.2K | 0.00% | −258−4.3% | Reduced |
| Compagnie Lombard Odier SCmA | 5,800 | $43.0K | 0.00% | +5,800 | New |
| Resolute Partners Group | 6,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,932 | $44.0K | 0.03% | +1,089+22.5% | Added |
| Beacon Capital Management, LLC | 4,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,855 | $50.0K | 0.00% | −31,134−82.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,240 | $54.0K | 0.00% | +15+0.2% | Added |
| SeaCrest Wealth Management, LLC | 7,711 | $57.0K | 0.01% | +7,711 | New |
| ETF Managers Group, LLC | 8,035 | $58.0K | 0.00% | +2,086+35.1% | Added |
| Shell Asset Management Co | 8,784 | $65.0K | 0.00% | +110+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 9,037 | $67.0K | 0.00% | +1,244+16.0% | Added |
| Rockefeller Capital Management L.P. | 9,522 | $70.0K | 0.00% | −19−0.2% | Reduced |
| Westpac Banking Corp | 9,721 | $71.5K | 0.00% | +9,721 | New |
| Dark Forest Capital Management LP | 9,914 | $73.0K | 0.02% | +8,382+547.1% | Added |
| Asset Management Corp | 10,130 | $75.0K | 0.06% | −8,984−47.0% | Reduced |
| Sage Private Wealth Group, LLC | 10,188 | $75.0K | 0.11% | +1,041+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,768 | $79.0K | 0.00% | −5,925−35.5% | Reduced |
| Stifel Financial Corp | 10,735 | $79.0K | 0.00% | +554+5.4% | Added |
| Transcend Wealth Collective, LLC | 11,500 | $85.0K | 0.01% | +11,500 | New |
| Pearl River Capital, LLC | 11,737 | $86.0K | 0.02% | −2,262−16.2% | Reduced |
| Park Avenue Securities LLC | 11,650 | $86.0K | 0.00% | +11,650 | New |
| StoneX Group Inc. | 12,053 | $88.7K | 0.01% | +12,053 | New |
| Azimuth Capital Investment Management LLC | 12,050 | $89.0K | 0.00% | +12,050 | New |
| Boothbay Fund Management, LLC | 12,198 | $90.0K | 0.00% | +12,198 | New |
| Patriot Financial Group Insurance Agency, LLC | 12,843 | $95.0K | 0.02% | +245+1.9% | Added |
| Amalgamated Bank | 13,067 | $96.0K | 0.00% | −2,606−16.6% | Reduced |
| Kestra Advisory Services, LLC | 13,571 | $100.0K | 0.00% | +13,571 | New |
| Canada Pension Plan Investment Board | 13,940 | $103.0K | 0.00% | +300+2.2% | Added |
| JustInvest LLC | 14,305 | $105.0K | 0.00% | +3,577+33.3% | Added |
| Wealthcare Advisory Partners LLC | 14,473 | $107.0K | 0.01% | +461+3.3% | Added |
| Ameriprise Financial Inc | 15,198 | $112.0K | 0.00% | −115,288−88.4% | Reduced |
| First Trust Advisors LP | 15,220 | $112.0K | 0.00% | −13,687−47.3% | Reduced |
| Truist Financial Corp | 15,475 | $114.0K | 0.00% | −17,933−53.7% | Reduced |