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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | −51−67.1% | Reduced |
| Ronald Blue Trust, Inc. | 26 | $0 | 0.00% | +26 | New |
| CarsonAllaria Wealth Management, Ltd. | 8 | $0 | 0.00% | +8 | New |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 3 | $21 | 0.00% | +2+200.0% | Added |
| AdvisorNet Financial, Inc | 3 | $21 | 0.00% | +3 | New |
| Sargent Bickham Lagudis LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $35 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $49 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $56 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $63 | 0.00% | +7+350.0% | Added |
| Schubert & Co | 12 | $84 | 0.00% | +9+300.0% | Added |
| Richard W. Paul & Associates, LLC | 20 | $140 | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 23 | $161 | 0.00% | −315−93.2% | Reduced |
| Farther Finance Advisors, LLC | 30 | $210 | 0.00% | +30 | New |
| CIBC Private Wealth Group, LLC | 44,100 | $309 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $941 | 0.00% | +100 | New |
| Hantz Financial Services, Inc. | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 160 | $1.12K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $1.36K | 0.00% | +194 | New |
| Larson Financial Group LLC | 200 | $1.40K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $1.40K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.40K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 241 | $1.69K | 0.00% | +241 | New |
| Farmers & Merchants Investments Inc | 250 | $1.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 251 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 300 | $2.00K | 0.00% | +156+108.3% | Added |
| Covestor Ltd | 262 | $2.00K | 0.00% | +238+991.7% | Added |
| Sugarloaf Wealth Management, LLC | 350 | $2.45K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 370 | $2.59K | 0.00% | +370 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $2.80K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $2.80K | 0.00% | +400 | New |
| U.S. Capital Wealth Advisors, LLC | 400 | $2.80K | 0.00% | +400 | New |
| Lindbrook Capital, LLC | 408 | $2.86K | 0.00% | +372+1,033.3% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $3.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $3.50K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 513 | $3.59K | 0.00% | −917−64.1% | Reduced |
| GWM Advisors LLC | 537 | $3.76K | 0.00% | +537 | New |
| Bartlett & Co. LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 596 | $4.17K | 0.00% | +596 | New |
| GHP Investment Advisors, Inc. | 762 | $5.33K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $6.51K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,248 | $8.74K | 0.00% | +1,029+469.9% | Added |
| Ancora Advisors, LLC | 1,260 | $9.00K | 0.00% | +1,260 | New |
| Allworth Financial LP | 1,367 | $9.57K | 0.00% | +67+5.2% | Added |
| CoreCap Advisors, LLC | 1,455 | $10.2K | 0.00% | +1,455 | New |
| American International Group, Inc. | 1,486 | $10.4K | 0.00% | −32−2.1% | Reduced |
| Hexagon Capital Partners LLC | 1,590 | $11.1K | 0.00% | +40+2.6% | Added |
| TCI Wealth Advisors, Inc. | 1,803 | $12.6K | 0.00% | +1+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,052 | $14.4K | 0.00% | +1,914+1,387.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,100 | $14.7K | 0.00% | +2,100 | New |
| Cornerstone Planning Group LLC | 2,063 | $17.7K | 0.01% | +2,063 | New |
| Ellevest, Inc. | 2,658 | $18.6K | 0.00% | +2,563+2,697.9% | Added |
| Ossiam | 2,866 | $20.1K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,640 | $25.5K | 0.00% | −15,100−80.6% | Reduced |
| Westpac Banking Corp | 3,663 | $25.6K | 0.00% | −4,360−54.3% | Reduced |
| Deutsche Bank AG | 3,892 | $27.2K | 0.00% | +3,379+658.7% | Added |
| Simplex Trading, LLC | 4,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 164,703 | $30.4K | 0.00% | −87,651−34.7% | Reduced |
| CWM, LLC | 4,428 | $31.0K | 0.00% | −2,969−40.1% | Reduced |
| Dark Forest Capital Management LP | 4,810 | $33.7K | 0.01% | −3,080−39.0% | Reduced |
| DekaBank Deutsche Girozentrale | 4,828 | $34.0K | 0.00% | +1,246+34.8% | Added |
| MetLife Investment Management | 4,866 | $34.1K | 0.00% | −96−1.9% | Reduced |
| True Wealth Design, LLC | 4,935 | $34.5K | 0.02% | +4,935 | New |
| Cutler Group LP | 5,118 | $35.0K | 0.00% | −1,579−23.6% | Reduced |
| Beacon Capital Management, LLC | 5,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,734 | $37.0K | 0.00% | −214−11.0% | Reduced |
| Amundi | 5,430 | $44.5K | 0.00% | −2,112−28.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,000 | $49.0K | 0.00% | −70,995−91.0% | Reduced |
| Signaturefd, LLC | 7,244 | $50.7K | 0.00% | +7,039+3,433.7% | Added |
| Shell Asset Management Co | 7,340 | $51.0K | 0.00% | −426−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,500 | $52.5K | 0.00% | −2,320−23.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,902 | $55.3K | 0.00% | −134−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 8,188 | $57.0K | 0.00% | −976−10.7% | Reduced |
| US Bancorp | 8,688 | $60.8K | 0.00% | +6,651+326.5% | Added |
| Cranbrook Wealth Management, LLC | 10,000 | $70.0K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 10,498 | $73.5K | 0.00% | +10,498 | New |
| MML Investors Services, LLC | 10,835 | $76.0K | 0.00% | −1,681−13.4% | Reduced |
| Verition Fund Management LLC | 10,957 | $76.7K | 0.00% | +10,957 | New |
| Citigroup Inc | 11,203 | $78.4K | 0.00% | −3,319−22.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,482 | $80.4K | 0.02% | −1,777−13.4% | Reduced |
| Man Group plc | 11,625 | $81.4K | 0.00% | −2,275−16.4% | Reduced |
| Stratos Wealth Partners, LTD. | 12,495 | $87.5K | 0.00% | −5,535−30.7% | Reduced |
| DMG Group, LLC | 12,392 | $88.0K | 0.10% | +1,443+13.2% | Added |
| Teacher Retirement System of Texas | 12,751 | $89.0K | 0.00% | −4,176−24.7% | Reduced |
| Garner Asset Management Corp | 13,120 | $92.0K | 0.05% | −2,000−13.2% | Reduced |
| Kestra Advisory Services, LLC | 13,443 | $94.1K | 0.00% | +13,443 | New |
| Wealthcare Advisory Partners LLC | 14,012 | $98.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,423 | $101.0K | 0.00% | −7,548−34.4% | Reduced |
| Cetera Advisor Networks LLC | 14,573 | $102.0K | 0.00% | −2,138−12.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,668 | $102.7K | 0.00% | −3,053−17.2% | Reduced |
| Ameriprise Financial Inc | 15,076 | $105.0K | 0.00% | +15,076 | New |
| Bridgefront Capital, LLC | 15,153 | $106.1K | 0.07% | +15,153 | New |