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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,774 | $131.0K | 0.00% | −320−1.5% | Reduced |
| Chiron Capital Management, LLC | 21,715 | $137.0K | 0.09% | +3,500+19.2% | Added |
| State of Wisconsin Investment Board | 21,971 | $139.0K | 0.00% | −10,628−32.6% | Reduced |
| Manufacturers Life Insurance Company, The | 22,415 | $141.7K | 0.00% | −851,224−97.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,700 | $150.0K | 0.00% | +1,600+7.2% | Added |
| Ensign Peak Advisors, Inc | 26,400 | $167.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 27,220 | $171.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,403 | $173.0K | 0.00% | +80.0% | Added |
| International Assets Investment Management, LLC | 27,984 | $177.0K | 0.04% | −4,250−13.2% | Reduced |
| Penserra Capital Management LLC | 28,608 | $180.0K | 0.01% | −4,550−13.7% | Reduced |
| Pointe Capital Management LLC | 32,030 | $202.0K | 0.16% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 32,137 | $203.0K | 0.00% | −67,625−67.8% | Reduced |
| Arizona State Retirement System | 32,213 | $204.0K | 0.00% | −4,408−12.0% | Reduced |
| Voya Investment Management LLC | 32,727 | $206.8K | 0.00% | −2,150−6.2% | Reduced |
| Bluestein R H & Co | 33,500 | $212.0K | 0.01% | +2,500+8.1% | Added |
| Quadrature Capital Ltd | 33,869 | $214.0K | 0.01% | +33,869 | New |
| Wolverine Trading, LLC | 33,661 | $218.0K | 0.01% | +33,661 | New |
| Walleye Trading LLC | 34,618 | $219.0K | 0.01% | +34,618 | New |
| Raymond James & Associates | 35,264 | $223.0K | 0.00% | +6,091+20.9% | Added |
| Peloton Wealth Strategists | 37,825 | $239.0K | 0.12% | −9,200−19.6% | Reduced |
| Occudo Quantitative Strategies LP | 37,787 | $239.0K | 0.02% | +37,787 | New |
| Mitsubishi UFJ Trust & Banking Corp | 38,229 | $242.0K | 0.00% | +18,426+93.0% | Added |
| Allspring Global Investments Holdings, LLC | 40,903 | $258.0K | 0.00% | +38,610+1,683.8% | Added |
| Greylin Investment Mangement Inc | 41,670 | $263.0K | 0.05% | +41,670 | New |
| Royal Bank of Canada | 42,302 | $267.0K | 0.00% | −10,600−20.0% | Reduced |
| UBS Group AG | 42,388 | $268.0K | 0.00% | +10,182+31.6% | Added |
| Two Sigma Investments, LP | 44,042 | $278.0K | 0.00% | −270,529−86.0% | Reduced |
| CIBC Private Wealth Group, LLC | 44,100 | $279.0K | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 45,000 | $284.4K | 1.58% | +45,000 | New |
| Missouri Trust & Investment Co | 49,750 | $314.0K | 0.21% | +11,825+31.2% | Added |
| Price T Rowe Associates Inc | 52,229 | $331.0K | 0.00% | +19,038+57.4% | Added |
| Intrinsic Value Partners, LLC | 53,480 | $338.0K | 0.47% | −70−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 53,802 | $340.0K | 0.14% | 00.0% | Unchanged |
| Wellington Management Group LLP | 53,975 | $341.0K | 0.00% | −36,917−40.6% | Reduced |
| Huntington National Bank | 55,226 | $349.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 55,720 | $353.0K | 0.00% | −467−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 56,931 | $360.0K | 0.00% | −1,886−3.2% | Reduced |
| Gotham Asset Management, LLC | 58,947 | $373.0K | 0.01% | +28,756+95.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 63,551 | $402.0K | 0.00% | +1,003+1.6% | Added |
| Vontobel Holding Ltd. | 67,354 | $436.0K | 0.01% | −24,178−26.4% | Reduced |
| LPL Financial LLC | 70,186 | $444.0K | 0.00% | +15,433+28.2% | Added |
| CIBC Asset Management Inc | 76,494 | $483.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 77,995 | $493.0K | 0.01% | +71,140+1,037.8% | Added |
| Global Retirement Partners, LLC | 72,027 | $497.0K | 0.04% | +12,730+21.5% | Added |
| Belpointe Asset Management LLC | 79,205 | $500.0K | 0.03% | −50,575−39.0% | Reduced |
| Quinn Opportunity Partners LLC | 80,106 | $506.3K | 0.06% | +9,206+13.0% | Added |
| USS Investment Management Ltd | 82,771 | $523.0K | 0.01% | +23,787+40.3% | Added |
| Brooktree Capital Management | 87,598 | $554.0K | 0.46% | +21,815+33.2% | Added |
| HCR Wealth Advisors | 90,377 | $571.0K | 0.12% | −10,209−10.1% | Reduced |
| Polianta Ltd | 92,900 | $587.0K | 0.48% | +92,900 | New |
| SEI Investments Co | 95,505 | $604.0K | 0.00% | +5,737+6.4% | Added |
| Advisor Group Holdings, Inc. | 96,812 | $611.0K | 0.00% | −1,287−1.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 97,781 | $618.0K | 0.01% | +97,781 | New |
| Bank of Montreal | 97,043 | $628.0K | 0.00% | −2,337−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 100,207 | $633.0K | 0.00% | +10,371+11.5% | Added |
| New York State Common Retirement Fund | 105,832 | $669.0K | 0.00% | +410.0% | Added |
| Rhumbline Advisers | 117,340 | $742.0K | 0.00% | +2,340+2.0% | Added |
| Alliancebernstein L.P. | 126,550 | $800.0K | 0.00% | −23,475−15.6% | Reduced |
| Cubist Systematic Strategies, LLC | 128,220 | $810.0K | 0.01% | +39,632+44.7% | Added |
| Wells Fargo & Company | 131,892 | $833.0K | 0.00% | +70,453+114.7% | Added |
| Kingfisher Capital LLC | 134,593 | $851.0K | 0.23% | +11,664+9.5% | Added |
| JPMorgan Chase & Co | 145,929 | $922.0K | 0.00% | +46,923+47.4% | Added |
| ExodusPoint Capital Management, LP | 147,738 | $934.0K | 0.01% | +147,738 | New |
| Basswood Capital Management, L.L.C. | 148,632 | $939.0K | 0.07% | −25,423−14.6% | Reduced |
| Commonwealth Equity Services, LLC | 151,196 | $955.0K | 0.00% | +1,050+0.7% | Added |
| Millennium Management LLC | 159,974 | $1.01M | 0.00% | −1,060,541−86.9% | Reduced |
| UBS Asset Management Americas Inc | 172,780 | $1.09M | 0.00% | −7,009−3.9% | Reduced |
| Citadel Advisors LLC | 190,475 | $1.20M | 0.00% | +190,475 | New |
| Boothbay Fund Management, LLC | 200,000 | $1.26M | 0.04% | +187,802+1,539.6% | Added |
| Zweig-DiMenna Associates LLC | 214,930 | $1.36M | 0.30% | +214,930 | New |
| California State Teachers Retirement System | 237,122 | $1.50M | 0.00% | −28,954−10.9% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $1.52M | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 273,525 | $1.73M | 0.01% | +206,913+310.6% | Added |
| Schonfeld Strategic Advisors LLC | 275,280 | $1.74M | 0.01% | −217,606−44.1% | Reduced |
| Bokf, NA | 280,221 | $1.77M | 0.04% | +280,221 | New |
| Swiss National Bank | 281,100 | $1.78M | 0.00% | −38,400−12.0% | Reduced |
| Dimensional Fund Advisors LP | 289,288 | $1.83M | 0.00% | −37,018−11.3% | Reduced |
| Squarepoint Ops LLC | 289,525 | $1.83M | 0.02% | +289,525 | New |
| Capital Fund Management S.A. | 289,738 | $1.83M | 0.05% | +22,849+8.6% | Added |
| Nuveen Asset Management, LLC | 335,413 | $2.12M | 0.00% | −36,907−9.9% | Reduced |
| Victory Capital Management Inc | 342,388 | $2.16M | 0.00% | −66,901−16.3% | Reduced |
| Legal & General Group Plc | 352,384 | $2.23M | 0.00% | +20,868+6.3% | Added |
| Barclays PLC | 363,057 | $2.29M | 0.00% | +150,124+70.5% | Added |
| Bank of America Corp | 372,837 | $2.35M | 0.00% | −767,709−67.3% | Reduced |
| Mercer Global Advisors Inc | 390,017 | $2.46M | 0.01% | +147,682+60.9% | Added |
| Credit Suisse AG | 406,809 | $2.57M | 0.00% | −141,719−25.8% | Reduced |
| PEAK6 Investments LLC | 410,784 | $2.60M | 0.10% | +90,468+28.2% | Added |
| HSBC Holdings PLC | 431,916 | $2.74M | 0.00% | +201,349+87.3% | Added |
| National Bank of Canada | 443,690 | $2.80M | 0.02% | +417,100+1,568.6% | Added |
| TD Waterhouse Canada Inc. | 456,193 | $3.00M | 0.03% | +11,321+2.5% | Added |
| Northern Trust Corp | 512,509 | $3.24M | 0.00% | −1,037−0.2% | Reduced |
| Patient Capital Management, LLC | 537,700 | $3.40M | 1.72% | −95,100−15.0% | Reduced |
| Envestnet Asset Management Inc | 541,786 | $3.42M | 0.00% | +196,404+56.9% | Added |
| Susquehanna International Group, LLP | 552,276 | $3.49M | 0.01% | +228,645+70.6% | Added |
| Sculptor Capital LP | 597,000 | $3.77M | 0.05% | −200,000−25.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 598,302 | $3.78M | 0.06% | +598,302 | New |
| Charles Schwab Investment Management Inc | 603,226 | $3.81M | 0.00% | +5,667+0.9% | Added |
| Goldman Sachs Group Inc | 656,426 | $4.15M | 0.00% | −986,034−60.0% | Reduced |
| Bank of New York Mellon Corp | 686,201 | $4.34M | 0.00% | −5,159−0.7% | Reduced |
| Wealthspire Advisors, LLC | 740,400 | $4.68M | 0.10% | 00.0% | Unchanged |