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; 797 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, Q3 2022
Institutional positions in Rocket Companies, Inc. as of Sep 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
- 219
- −18 vs. Q2 2022
- Shares held
- 79.2M
- −2.90M (−3.5%) vs. Q2 2022
- Total value
- $499.0M
- −$105.6M (−17.5%) vs. Q2 2022
- New holders
- 31
- 67 more added
- Sold out
- 49
- 77 more reduced
Compare with Q2 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 | 797 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | −616−96.3% | Reduced |
| Asset Dedication, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | −1−33.3% | 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 |
| Schubert & Co | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Capital Advisors, Ltd. LLC | 76 | $0 | 0.00% | +76 | New |
| Stonebridge Capital Advisors LLC | 50 | $0 | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 36 | $0 | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 95 | $1.00K | 0.00% | −284−74.9% | Reduced |
| Hantz Financial Services, Inc. | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 164 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 138 | $1.00K | 0.00% | +34+32.7% | Added |
| Larson Financial Group LLC | 200 | $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 |
| Ci Investments Inc. | 144 | $1.00K | 0.00% | +130+928.6% | Added |
| Parallel Advisors, LLC | 219 | $1.00K | 0.00% | +219 | New |
| Signaturefd, LLC | 205 | $1.00K | 0.00% | +205 | New |
| Stephens Consulting, LLC | 160 | $1.01K | 0.00% | +100+166.7% | Added |
| Glen Eagle Advisors, LLC | 172 | $1.09K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 338 | $2.00K | 0.00% | −148−30.5% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 251 | $2.00K | 0.00% | +100+66.2% | Added |
| Deutsche Bank AG | 513 | $3.00K | 0.00% | −34−6.2% | Reduced |
| North Star Investment Management Corp. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $3.16K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 762 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 784 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 718 | $5.00K | 0.00% | +718 | New |
| Oxler Private Wealth LLC | 890 | $5.63K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $6.00K | 0.00% | −16−1.7% | Reduced |
| Zullo Investment Group, Inc. | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,145 | $7.24K | 0.00% | −4,585−80.0% | Reduced |
| Allworth Financial LP | 1,300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 1,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,430 | $9.00K | 0.00% | −107−7.0% | Reduced |
| American International Group, Inc. | 1,518 | $10.0K | 0.00% | −58−3.7% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $10.0K | 0.00% | +24+1.6% | Added |
| TCI Wealth Advisors, Inc. | 1,802 | $11.0K | 0.00% | +1+0.1% | Added |
| Riverview Trust Co | 1,775 | $11.0K | 0.01% | +208+13.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,000 | $13.0K | 0.00% | −1,000−33.3% | Reduced |
| US Bancorp | 2,037 | $13.0K | 0.00% | +906+80.1% | Added |
| Ossiam | 2,866 | $18.0K | 0.00% | +2,866 | New |
| DekaBank Deutsche Girozentrale | 3,582 | $23.0K | 0.00% | +1,016+39.6% | Added |
| Macquarie Group Ltd | 1,579 | $24.0K | 0.00% | −2,239−58.6% | Reduced |
| Castle Wealth Management LLC | 3,750 | $24.0K | 0.01% | +386+11.5% | Added |
| Simplex Trading, LLC | 4,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 252,354 | $28.0K | 0.00% | +252,354 | New |
| FMR LLC | 4,688 | $30.0K | 0.00% | +1,090+30.3% | Added |
| MetLife Investment Management | 4,962 | $31.4K | 0.00% | −229−4.4% | Reduced |
| Fifth Third Bancorp | 5,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,000 | $37.0K | 0.01% | +1,000+25.0% | Added |
| Compagnie Lombard Odier SCmA | 5,800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,697 | $42.0K | 0.01% | +6,440+2,505.8% | Added |
| CWM, LLC | 7,397 | $47.0K | 0.00% | +4,244+134.6% | Added |
| Shell Asset Management Co | 7,766 | $49.0K | 0.00% | −1,018−11.6% | Reduced |
| Dark Forest Capital Management LP | 7,890 | $50.0K | 0.01% | −2,024−20.4% | Reduced |
| Westpac Banking Corp | 8,023 | $50.7K | 0.00% | −1,698−17.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,036 | $51.0K | 0.00% | +796+11.0% | Added |
| Amundi | 7,542 | $53.0K | 0.00% | +5,723+314.6% | Added |
| Rockefeller Capital Management L.P. | 9,164 | $57.0K | 0.00% | −358−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,820 | $62.0K | 0.00% | +783+8.7% | Added |
| Cranbrook Wealth Management, LLC | 10,000 | $63.0K | 0.02% | +10,000 | New |
| Transcend Wealth Collective, LLC | 10,100 | $64.0K | 0.01% | −1,400−12.2% | Reduced |
| Sage Private Wealth Group, LLC | 10,187 | $64.0K | 0.08% | −10.0% | Reduced |
| Quantamental Technologies LLC | 10,076 | $64.0K | 0.02% | +10,076 | New |
| D. E. Shaw & Co., Inc. | 11,280 | $71.0K | 0.00% | +11,280 | New |
| DMG Group, LLC | 10,949 | $72.0K | 0.09% | +10,949 | New |
| Azimuth Capital Investment Management LLC | 12,050 | $76.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,516 | $79.0K | 0.00% | +12,516 | New |
| Park Avenue Securities LLC | 12,580 | $80.0K | 0.00% | +930+8.0% | Added |
| Amalgamated Bank | 13,043 | $82.0K | 0.00% | −24−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,259 | $84.0K | 0.02% | +416+3.2% | Added |
| Man Group plc | 13,900 | $88.0K | 0.00% | – | – |
| Wealthcare Advisory Partners LLC | 14,012 | $89.0K | 0.01% | −461−3.2% | Reduced |
| Citigroup Inc | 14,522 | $92.0K | 0.00% | −19,825−57.7% | Reduced |
| Truist Financial Corp | 14,954 | $94.0K | 0.00% | −521−3.4% | Reduced |
| JustInvest LLC | 14,924 | $94.0K | 0.00% | +619+4.3% | Added |
| Garner Asset Management Corp | 15,120 | $96.0K | 0.05% | −1,800−10.6% | Reduced |
| Virtu Financial LLC | 16,071 | $102.0K | 0.01% | +16,071 | New |
| Cetera Advisor Networks LLC | 16,711 | $106.0K | 0.00% | +899+5.7% | Added |
| Teacher Retirement System of Texas | 16,927 | $107.0K | 0.00% | −3,897−18.7% | Reduced |
| MQS Management LLC | 17,137 | $108.0K | 0.07% | +17,137 | New |
| Kovitz Investment Group Partners, LLC | 17,189 | $109.0K | 0.00% | −119−0.7% | Reduced |
| Gsa Capital Partners LLP | 17,675 | $112.0K | 0.01% | −13,409−43.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,721 | $112.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,030 | $114.0K | 0.00% | −400−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $114.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,375 | $116.0K | 0.00% | −914−4.7% | Reduced |
| Canada Pension Plan Investment Board | 18,740 | $118.0K | 0.00% | +4,800+34.4% | Added |
| Jefferies Group LLC | 18,815 | $118.9K | 0.00% | +18,815 | New |
| Jane Street Group, LLC | 18,810 | $119.0K | 0.00% | −7,241−27.8% | Reduced |