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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 15,269 | $106.9K | 0.00% | +15,269 | New |
| CI Private Wealth, LLC | 15,275 | $106.9K | 0.00% | +15,275 | New |
| JustInvest LLC | 15,281 | $107.0K | 0.00% | +357+2.4% | Added |
| Pictet Asset Management SA | 15,833 | $111.0K | 0.00% | +15,833 | New |
| Virginia Retirement Systems Et Al | 16,100 | $112.7K | 0.00% | +16,100 | New |
| Raymond James & Associates | 16,143 | $113.0K | 0.00% | −19,121−54.2% | Reduced |
| Truist Financial Corp | 16,287 | $114.0K | 0.00% | +1,333+8.9% | Added |
| Kovitz Investment Group Partners, LLC | 16,894 | $118.0K | 0.00% | −295−1.7% | Reduced |
| Fox Run Management, L.L.C. | 16,867 | $118.1K | 0.05% | +16,867 | New |
| Palogic Value Management, L.P. | 18,063 | $126.4K | 0.07% | +18,063 | New |
| Public Employees Retirement Association of Colorado | 18,076 | $127.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,261 | $127.8K | 0.00% | −114−0.6% | Reduced |
| Quantamental Technologies LLC | 18,529 | $129.7K | 0.06% | +8,453+83.9% | Added |
| Belpointe Asset Management LLC | 18,555 | $129.9K | 0.01% | −60,650−76.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,668 | $139.4K | 0.00% | −1,106−5.3% | Reduced |
| Chiron Capital Management, LLC | 20,515 | $143.6K | 0.10% | −1,200−5.5% | Reduced |
| Engineers Gate Manager LP | 22,641 | $158.5K | 0.01% | +22,641 | New |
| Greylin Investment Mangement Inc | 24,195 | $169.4K | 0.03% | −17,475−41.9% | Reduced |
| Park Avenue Securities LLC | 24,744 | $173.0K | 0.00% | +12,164+96.7% | Added |
| Advisors Asset Management, Inc. | 25,043 | $175.3K | 0.00% | −7,094−22.1% | Reduced |
| Epacria Capital Partners, LLC | 25,665 | $179.7K | 0.14% | +25,665 | New |
| Great West Life Assurance Co | 27,220 | $191.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,401 | $191.7K | 0.00% | −20.0% | Reduced |
| Versor Investments LP | 28,900 | $202.3K | 0.02% | +28,900 | New |
| Penserra Capital Management LLC | 29,532 | $206.0K | 0.00% | +924+3.2% | Added |
| Amalgamated Bank | 30,601 | $214.0K | 0.00% | +17,558+134.6% | Added |
| Pointe Capital Management LLC | 32,030 | $224.0K | 0.17% | 00.0% | Unchanged |
| Teza Capital Management LLC | 32,023 | $224.2K | 0.04% | +32,023 | New |
| Arizona State Retirement System | 32,586 | $228.1K | 0.00% | +373+1.2% | Added |
| Voya Investment Management LLC | 32,632 | $228.4K | 0.00% | −95−0.3% | Reduced |
| Peloton Wealth Strategists | 34,575 | $242.0K | 0.12% | −3,250−8.6% | Reduced |
| Royal Bank of Canada | 34,770 | $243.0K | 0.00% | −7,532−17.8% | Reduced |
| UBS Group AG | 35,760 | $250.3K | 0.00% | −6,628−15.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 37,176 | $260.2K | 0.00% | −1,053−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 39,212 | $274.0K | 0.00% | −111,984−74.1% | Reduced |
| Keebeck Wealth Management, LLC | 40,000 | $280.0K | 0.05% | +40,000 | New |
| Oak Thistle LLC | 41,849 | $292.9K | 0.63% | +41,849 | New |
| HAP Trading, LLC | 43,320 | $303.0K | 0.05% | +43,320 | New |
| Missouri Trust & Investment Co | 43,700 | $306.0K | 0.18% | −6,050−12.2% | Reduced |
| Virtu Financial LLC | 44,558 | $312.0K | 0.04% | +28,487+177.3% | Added |
| 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 |
| Two Sigma Advisers, LP | 49,400 | $345.8K | 0.00% | +49,400 | New |
| Integrated Investment Consultants, LLC | 53,802 | $376.6K | 0.13% | 00.0% | Unchanged |
| Huntington National Bank | 56,726 | $397.1K | 0.00% | +1,500+2.7% | Added |
| Price T Rowe Associates Inc | 57,373 | $402.0K | 0.00% | +5,144+9.8% | Added |
| Public Employees Retirement System of Ohio | 58,150 | $407.0K | 0.00% | +1,219+2.1% | Added |
| Two Sigma Investments, LP | 59,100 | $413.7K | 0.00% | +15,058+34.2% | Added |
| Manufacturers Life Insurance Company, The | 60,511 | $423.6K | 0.00% | +38,096+170.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,025 | $427.0K | 0.00% | −2,526−4.0% | Reduced |
| HighTower Advisors, LLC | 62,346 | $437.0K | 0.00% | +6,626+11.9% | Added |
| PMC FIG Opportunities LLC | 70,000 | $490.0K | 2.44% | +25,000+55.6% | Added |
| SEI Investments Co | 71,734 | $502.7K | 0.00% | −23,771−24.9% | Reduced |
| Global Retirement Partners, LLC | 72,027 | $504.2K | 0.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 75,586 | $529.1K | 0.02% | +75,586 | New |
| Aspen Grove Capital, LLC | 80,000 | $560.0K | 0.26% | +80,000 | New |
| Quinn Opportunity Partners LLC | 80,106 | $560.7K | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 80,329 | $562.3K | 0.12% | −10,048−11.1% | Reduced |
| USS Investment Management Ltd | 82,771 | $579.0K | 0.01% | 00.0% | Unchanged |
| Brooktree Capital Management | 90,855 | $636.0K | 0.52% | +3,257+3.7% | Added |
| Kula Investments, LLC | 96,155 | $673.1K | 0.24% | +96,155 | New |
| Nomura Holdings Inc | 97,781 | $684.0K | 0.01% | +97,781 | New |
| Ieq Capital, LLC | 100,000 | $700.0K | 0.02% | +100,000 | New |
| Bank of Montreal | 100,352 | $702.5K | 0.00% | +3,309+3.4% | Added |
| State Board of Administration of Florida Retirement System | 101,907 | $713.3K | 0.00% | +1,700+1.7% | Added |
| Advisor Group Holdings, Inc. | 102,783 | $719.7K | 0.00% | +5,971+6.2% | Added |
| JPMorgan Chase & Co | 104,080 | $728.0K | 0.00% | −41,849−28.7% | Reduced |
| New York State Common Retirement Fund | 104,800 | $733.6K | 0.00% | −1,032−1.0% | Reduced |
| Lazard Asset Management LLC | 107,315 | $751.0K | 0.00% | +107,315 | New |
| Citadel Advisors LLC | 111,233 | $778.6K | 0.00% | −79,242−41.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 115,156 | $806.1K | 0.00% | +74,253+181.5% | Added |
| LPL Financial LLC | 117,895 | $825.3K | 0.00% | +47,709+68.0% | Added |
| Rhumbline Advisers | 119,198 | $834.0K | 0.00% | +1,858+1.6% | Added |
| Wells Fargo & Company | 125,260 | $876.8K | 0.00% | −6,632−5.0% | Reduced |
| Jane Street Group, LLC | 133,798 | $936.6K | 0.00% | +114,988+611.3% | Added |
| Wolverine Trading, LLC | 139,530 | $977.0K | 0.02% | +105,869+314.5% | Added |
| UBS Asset Management Americas Inc | 144,580 | $1.01M | 0.00% | −28,200−16.3% | Reduced |
| Kingfisher Capital LLC | 151,789 | $1.06M | 0.28% | +17,196+12.8% | Added |
| Squarepoint Ops LLC | 166,364 | $1.16M | 0.01% | −123,161−42.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 181,924 | $1.27M | 0.03% | +84,143+86.1% | Added |
| Gotham Asset Management, LLC | 194,113 | $1.36M | 0.04% | +135,166+229.3% | Added |
| LifePro Asset Management | 195,295 | $1.37M | 1.00% | +195,295 | New |
| National Bank of Canada | 214,090 | $1.50M | 0.00% | −229,600−51.7% | Reduced |
| Zweig-DiMenna Associates LLC | 214,930 | $1.50M | 0.22% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 220,095 | $1.54M | 0.01% | +220,095 | New |
| California State Teachers Retirement System | 238,887 | $1.67M | 0.00% | +1,765+0.7% | Added |
| Allianz Asset Management GmbH | 241,300 | $1.69M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 252,561 | $1.77M | 0.00% | −36,727−12.7% | Reduced |
| Swiss National Bank | 281,100 | $1.97M | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 286,835 | $2.03M | 0.02% | −169,358−37.1% | Reduced |
| Prana Capital Management, LP | 292,301 | $2.05M | 0.16% | +292,301 | New |
| Capital Fund Management S.A. | 297,096 | $2.08M | 0.05% | +7,358+2.5% | Added |
| Tudor Investment Corp Et Al | 312,091 | $2.19M | 0.05% | +312,091 | New |
| Marshall Wace, LLP | 328,042 | $2.30M | 0.01% | +328,042 | New |
| PEAK6 Investments LLC | 338,282 | $2.37M | 0.13% | −72,502−17.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 347,385 | $2.43M | 0.04% | −250,917−41.9% | Reduced |
| Nuveen Asset Management, LLC | 348,928 | $2.44M | 0.00% | +13,515+4.0% | Added |
| Goldman Sachs Group Inc | 373,395 | $2.61M | 0.00% | −283,031−43.1% | Reduced |
| Legal & General Group Plc | 375,146 | $2.63M | 0.00% | +22,762+6.5% | Added |
| Barclays PLC | 386,355 | $2.70M | 0.00% | +23,298+6.4% | Added |