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, Q4 2022
Institutional positions in Rocket Companies, Inc. as of Dec 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
- 238
- +25 vs. Q3 2022
- Shares held
- 88.6M
- +9.50M (+12.0%) vs. Q3 2022
- Total value
- $618.8M
- +$120.2M (+24.1%) vs. Q3 2022
- New holders
- 54
- 68 more added
- Sold out
- 29
- 73 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,856,327 | $76.0M | 0.00% | +781,472+7.8% | Added |
| Caledonia (Private) Investments Pty Ltd | 10,595,154 | $74.2M | 1.99% | +1,341,667+14.5% | Added |
| Invesco Ltd. | 6,140,927 | $43.0M | 0.01% | −2,212,826−26.5% | Reduced |
| BlackRock Inc. | 5,632,301 | $39.4M | 0.00% | −132,681−2.3% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $31.1M | 5.58% | 00.0% | Unchanged |
| Davis Selected Advisers | 3,761,997 | $26.3M | 0.18% | −252,630−6.3% | Reduced |
| Morgan Stanley | 3,384,392 | $23.7M | 0.00% | +699,078+26.0% | Added |
| Capital World Investors | 2,416,096 | $16.9M | 0.00% | +2,416,096 | New |
| Renaissance Technologies LLC | 2,177,900 | $15.2M | 0.02% | −235,500−9.8% | Reduced |
| First Trust Advisors LP | 2,144,506 | $15.0M | 0.02% | +658,154+44.3% | Added |
| State Street Corp | 1,949,563 | $13.6M | 0.00% | −292,169−13.0% | Reduced |
| FMR LLC | 1,925,867 | $13.5M | 0.00% | +1,921,179+40,980.8% | Added |
| Junto Capital Management LP | 1,897,022 | $13.3M | 0.38% | +1,897,022 | New |
| Alliancebernstein L.P. | 1,817,985 | $12.7M | 0.01% | +1,691,435+1,336.6% | Added |
| Bruni J V & Co | 1,677,456 | $11.7M | 1.65% | +20,648+1.2% | Added |
| Geode Capital Management, LLC | 1,532,122 | $10.7M | 0.00% | +86,210+6.0% | Added |
| Retirement Systems of Alabama | 1,450,000 | $10.2M | 0.04% | 00.0% | Unchanged |
| Hillman Co | 1,259,179 | $8.81M | 4.59% | 00.0% | Unchanged |
| Millennium Management LLC | 1,082,906 | $7.58M | 0.01% | +922,932+576.9% | Added |
| Schonfeld Strategic Advisors LLC | 971,300 | $6.80M | 0.06% | +696,020+252.8% | Added |
| Envestnet Asset Management Inc | 949,387 | $6.65M | 0.00% | +407,601+75.2% | Added |
| Sculptor Capital LP | 797,000 | $5.58M | 0.10% | +200,000+33.5% | Added |
| Federated Hermes, Inc. | 769,893 | $5.39M | 0.01% | −457,930−37.3% | Reduced |
| Wealthspire Advisors, LLC | 740,400 | $5.18M | 0.09% | 00.0% | Unchanged |
| HSBC Holdings PLC | 751,788 | $5.16M | 0.01% | +319,872+74.1% | Added |
| Mercer Global Advisors Inc | 730,663 | $5.12M | 0.03% | +340,646+87.3% | Added |
| Charles Schwab Investment Management Inc | 642,222 | $4.50M | 0.00% | +38,996+6.5% | Added |
| Bank of America Corp | 621,049 | $4.35M | 0.00% | +248,212+66.6% | Added |
| Bridgeway Capital Management, LLC | 554,900 | $3.88M | 0.10% | +554,900 | New |
| Credit Suisse AG | 521,093 | $3.65M | 0.00% | +114,284+28.1% | Added |
| Susquehanna International Group, LLP | 518,352 | $3.63M | 0.01% | −33,924−6.1% | Reduced |
| Patient Capital Management, LLC | 507,700 | $3.55M | 1.74% | −30,000−5.6% | Reduced |
| Bank of New York Mellon Corp | 503,036 | $3.52M | 0.00% | −183,165−26.7% | Reduced |
| Victory Capital Management Inc | 480,126 | $3.36M | 0.00% | +137,738+40.2% | Added |
| Northern Trust Corp | 465,174 | $3.26M | 0.00% | −47,335−9.2% | Reduced |
| Jupiter Asset Management Ltd | 402,666 | $2.81M | 0.04% | −907,224−69.3% | Reduced |
| Boothbay Fund Management, LLC | 401,881 | $2.81M | 0.09% | +201,881+100.9% | Added |
| Barclays PLC | 386,355 | $2.70M | 0.00% | +23,298+6.4% | Added |
| Legal & General Group Plc | 375,146 | $2.63M | 0.00% | +22,762+6.5% | Added |
| Goldman Sachs Group Inc | 373,395 | $2.61M | 0.00% | −283,031−43.1% | Reduced |
| Nuveen Asset Management, LLC | 348,928 | $2.44M | 0.00% | +13,515+4.0% | Added |
| Susquehanna Fundamental Investments, LLC | 347,385 | $2.43M | 0.04% | −250,917−41.9% | Reduced |
| PEAK6 Investments LLC | 338,282 | $2.37M | 0.13% | −72,502−17.6% | Reduced |
| Marshall Wace, LLP | 328,042 | $2.30M | 0.01% | +328,042 | New |
| Tudor Investment Corp Et Al | 312,091 | $2.19M | 0.05% | +312,091 | New |
| Capital Fund Management S.A. | 297,096 | $2.08M | 0.05% | +7,358+2.5% | Added |
| Prana Capital Management, LP | 292,301 | $2.05M | 0.16% | +292,301 | New |
| TD Waterhouse Canada Inc. | 286,835 | $2.03M | 0.02% | −169,358−37.1% | Reduced |
| Swiss National Bank | 281,100 | $1.97M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 252,561 | $1.77M | 0.00% | −36,727−12.7% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $1.69M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 238,887 | $1.67M | 0.00% | +1,765+0.7% | Added |
| Brookfield Asset Management Inc. | 220,095 | $1.54M | 0.01% | +220,095 | New |
| Zweig-DiMenna Associates LLC | 214,930 | $1.50M | 0.22% | 00.0% | Unchanged |
| National Bank of Canada | 214,090 | $1.50M | 0.00% | −229,600−51.7% | Reduced |
| LifePro Asset Management | 195,295 | $1.37M | 1.00% | +195,295 | New |
| Gotham Asset Management, LLC | 194,113 | $1.36M | 0.04% | +135,166+229.3% | Added |
| Parallax Volatility Advisers, L.P. | 181,924 | $1.27M | 0.03% | +84,143+86.1% | Added |
| Squarepoint Ops LLC | 166,364 | $1.16M | 0.01% | −123,161−42.5% | Reduced |
| Kingfisher Capital LLC | 151,789 | $1.06M | 0.28% | +17,196+12.8% | Added |
| UBS Asset Management Americas Inc | 144,580 | $1.01M | 0.00% | −28,200−16.3% | Reduced |
| Wolverine Trading, LLC | 139,530 | $977.0K | 0.02% | +105,869+314.5% | Added |
| Jane Street Group, LLC | 133,798 | $936.6K | 0.00% | +114,988+611.3% | Added |
| Wells Fargo & Company | 125,260 | $876.8K | 0.00% | −6,632−5.0% | Reduced |
| Rhumbline Advisers | 119,198 | $834.0K | 0.00% | +1,858+1.6% | Added |
| LPL Financial LLC | 117,895 | $825.3K | 0.00% | +47,709+68.0% | Added |
| Allspring Global Investments Holdings, LLC | 115,156 | $806.1K | 0.00% | +74,253+181.5% | Added |
| Citadel Advisors LLC | 111,233 | $778.6K | 0.00% | −79,242−41.6% | Reduced |
| Lazard Asset Management LLC | 107,315 | $751.0K | 0.00% | +107,315 | New |
| New York State Common Retirement Fund | 104,800 | $733.6K | 0.00% | −1,032−1.0% | Reduced |
| JPMorgan Chase & Co | 104,080 | $728.0K | 0.00% | −41,849−28.7% | Reduced |
| Advisor Group Holdings, Inc. | 102,783 | $719.7K | 0.00% | +5,971+6.2% | Added |
| State Board of Administration of Florida Retirement System | 101,907 | $713.3K | 0.00% | +1,700+1.7% | Added |
| Bank of Montreal | 100,352 | $702.5K | 0.00% | +3,309+3.4% | Added |
| Ieq Capital, LLC | 100,000 | $700.0K | 0.02% | +100,000 | New |
| Nomura Holdings Inc | 97,781 | $684.0K | 0.01% | +97,781 | New |
| Kula Investments, LLC | 96,155 | $673.1K | 0.24% | +96,155 | New |
| Brooktree Capital Management | 90,855 | $636.0K | 0.52% | +3,257+3.7% | Added |
| USS Investment Management Ltd | 82,771 | $579.0K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 80,329 | $562.3K | 0.12% | −10,048−11.1% | Reduced |
| Quinn Opportunity Partners LLC | 80,106 | $560.7K | 0.07% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 80,000 | $560.0K | 0.26% | +80,000 | New |
| ETF Managers Group, LLC | 75,586 | $529.1K | 0.02% | +75,586 | New |
| Global Retirement Partners, LLC | 72,027 | $504.2K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 71,734 | $502.7K | 0.00% | −23,771−24.9% | Reduced |
| PMC FIG Opportunities LLC | 70,000 | $490.0K | 2.44% | +25,000+55.6% | Added |
| HighTower Advisors, LLC | 62,346 | $437.0K | 0.00% | +6,626+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,025 | $427.0K | 0.00% | −2,526−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 60,511 | $423.6K | 0.00% | +38,096+170.0% | Added |
| Two Sigma Investments, LP | 59,100 | $413.7K | 0.00% | +15,058+34.2% | Added |
| Public Employees Retirement System of Ohio | 58,150 | $407.0K | 0.00% | +1,219+2.1% | Added |
| Price T Rowe Associates Inc | 57,373 | $402.0K | 0.00% | +5,144+9.8% | Added |
| Huntington National Bank | 56,726 | $397.1K | 0.00% | +1,500+2.7% | Added |
| Integrated Investment Consultants, LLC | 53,802 | $376.6K | 0.13% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 49,400 | $345.8K | 0.00% | +49,400 | New |
| Treasurer of the State of North Carolina | 49,240 | $345.0K | 0.00% | −224,285−82.0% | Reduced |
| Intrinsic Value Partners, LLC | 49,280 | $345.0K | 0.47% | −4,200−7.9% | Reduced |
| Virtu Financial LLC | 44,558 | $312.0K | 0.04% | +28,487+177.3% | Added |
| Missouri Trust & Investment Co | 43,700 | $306.0K | 0.18% | −6,050−12.2% | Reduced |
| HAP Trading, LLC | 43,320 | $303.0K | 0.05% | +43,320 | New |