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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 41,849 | $292.9K | 0.63% | +41,849 | New |
| Keebeck Wealth Management, LLC | 40,000 | $280.0K | 0.05% | +40,000 | New |
| Commonwealth Equity Services, LLC | 39,212 | $274.0K | 0.00% | −111,984−74.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 37,176 | $260.2K | 0.00% | −1,053−2.8% | Reduced |
| UBS Group AG | 35,760 | $250.3K | 0.00% | −6,628−15.6% | Reduced |
| Royal Bank of Canada | 34,770 | $243.0K | 0.00% | −7,532−17.8% | Reduced |
| Peloton Wealth Strategists | 34,575 | $242.0K | 0.12% | −3,250−8.6% | Reduced |
| Voya Investment Management LLC | 32,632 | $228.4K | 0.00% | −95−0.3% | Reduced |
| Arizona State Retirement System | 32,586 | $228.1K | 0.00% | +373+1.2% | Added |
| Teza Capital Management LLC | 32,023 | $224.2K | 0.04% | +32,023 | New |
| Pointe Capital Management LLC | 32,030 | $224.0K | 0.17% | 00.0% | Unchanged |
| Amalgamated Bank | 30,601 | $214.0K | 0.00% | +17,558+134.6% | Added |
| Penserra Capital Management LLC | 29,532 | $206.0K | 0.00% | +924+3.2% | Added |
| Versor Investments LP | 28,900 | $202.3K | 0.02% | +28,900 | New |
| Janus Henderson Group PLC | 27,401 | $191.7K | 0.00% | −20.0% | Reduced |
| Great West Life Assurance Co | 27,220 | $191.0K | 0.00% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 25,665 | $179.7K | 0.14% | +25,665 | New |
| Advisors Asset Management, Inc. | 25,043 | $175.3K | 0.00% | −7,094−22.1% | Reduced |
| Park Avenue Securities LLC | 24,744 | $173.0K | 0.00% | +12,164+96.7% | Added |
| Greylin Investment Mangement Inc | 24,195 | $169.4K | 0.03% | −17,475−41.9% | Reduced |
| Engineers Gate Manager LP | 22,641 | $158.5K | 0.01% | +22,641 | New |
| Chiron Capital Management, LLC | 20,515 | $143.6K | 0.10% | −1,200−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,668 | $139.4K | 0.00% | −1,106−5.3% | Reduced |
| Belpointe Asset Management LLC | 18,555 | $129.9K | 0.01% | −60,650−76.6% | Reduced |
| Quantamental Technologies LLC | 18,529 | $129.7K | 0.06% | +8,453+83.9% | Added |
| Principal Financial Group Inc | 18,261 | $127.8K | 0.00% | −114−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $127.0K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 18,063 | $126.4K | 0.07% | +18,063 | New |
| Fox Run Management, L.L.C. | 16,867 | $118.1K | 0.05% | +16,867 | New |
| Kovitz Investment Group Partners, LLC | 16,894 | $118.0K | 0.00% | −295−1.7% | Reduced |
| Truist Financial Corp | 16,287 | $114.0K | 0.00% | +1,333+8.9% | Added |
| Raymond James & Associates | 16,143 | $113.0K | 0.00% | −19,121−54.2% | Reduced |
| Virginia Retirement Systems Et Al | 16,100 | $112.7K | 0.00% | +16,100 | New |
| Pictet Asset Management SA | 15,833 | $111.0K | 0.00% | +15,833 | New |
| JustInvest LLC | 15,281 | $107.0K | 0.00% | +357+2.4% | Added |
| CI Private Wealth, LLC | 15,275 | $106.9K | 0.00% | +15,275 | New |
| Cetera Investment Advisers | 15,269 | $106.9K | 0.00% | +15,269 | New |
| Bridgefront Capital, LLC | 15,153 | $106.1K | 0.07% | +15,153 | New |
| Ameriprise Financial Inc | 15,076 | $105.0K | 0.00% | +15,076 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,668 | $102.7K | 0.00% | −3,053−17.2% | Reduced |
| Cetera Advisor Networks LLC | 14,573 | $102.0K | 0.00% | −2,138−12.8% | Reduced |
| State of Wisconsin Investment Board | 14,423 | $101.0K | 0.00% | −7,548−34.4% | Reduced |
| Wealthcare Advisory Partners LLC | 14,012 | $98.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,443 | $94.1K | 0.00% | +13,443 | New |
| Garner Asset Management Corp | 13,120 | $92.0K | 0.05% | −2,000−13.2% | Reduced |
| Teacher Retirement System of Texas | 12,751 | $89.0K | 0.00% | −4,176−24.7% | Reduced |
| DMG Group, LLC | 12,392 | $88.0K | 0.10% | +1,443+13.2% | Added |
| Stratos Wealth Partners, LTD. | 12,495 | $87.5K | 0.00% | −5,535−30.7% | Reduced |
| Man Group plc | 11,625 | $81.4K | 0.00% | −2,275−16.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,482 | $80.4K | 0.02% | −1,777−13.4% | Reduced |
| Citigroup Inc | 11,203 | $78.4K | 0.00% | −3,319−22.9% | Reduced |
| Verition Fund Management LLC | 10,957 | $76.7K | 0.00% | +10,957 | New |
| MML Investors Services, LLC | 10,835 | $76.0K | 0.00% | −1,681−13.4% | Reduced |
| Xponance, Inc. | 10,498 | $73.5K | 0.00% | +10,498 | New |
| Cranbrook Wealth Management, LLC | 10,000 | $70.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 8,688 | $60.8K | 0.00% | +6,651+326.5% | Added |
| Rockefeller Capital Management L.P. | 8,188 | $57.0K | 0.00% | −976−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,902 | $55.3K | 0.00% | −134−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,500 | $52.5K | 0.00% | −2,320−23.6% | Reduced |
| Shell Asset Management Co | 7,340 | $51.0K | 0.00% | −426−5.5% | Reduced |
| Signaturefd, LLC | 7,244 | $50.7K | 0.00% | +7,039+3,433.7% | Added |
| Tower Research Capital LLC (TRC) | 7,000 | $49.0K | 0.00% | −70,995−91.0% | Reduced |
| Amundi | 5,430 | $44.5K | 0.00% | −2,112−28.0% | Reduced |
| IFP Advisors, Inc | 1,734 | $37.0K | 0.00% | −214−11.0% | Reduced |
| 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 |
| True Wealth Design, LLC | 4,935 | $34.5K | 0.02% | +4,935 | New |
| MetLife Investment Management | 4,866 | $34.1K | 0.00% | −96−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 4,828 | $34.0K | 0.00% | +1,246+34.8% | Added |
| Dark Forest Capital Management LP | 4,810 | $33.7K | 0.01% | −3,080−39.0% | Reduced |
| CWM, LLC | 4,428 | $31.0K | 0.00% | −2,969−40.1% | Reduced |
| Boston Partners | 164,703 | $30.4K | 0.00% | −87,651−34.7% | Reduced |
| Simplex Trading, LLC | 4,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,892 | $27.2K | 0.00% | +3,379+658.7% | Added |
| Westpac Banking Corp | 3,663 | $25.6K | 0.00% | −4,360−54.3% | Reduced |
| Canada Pension Plan Investment Board | 3,640 | $25.5K | 0.00% | −15,100−80.6% | Reduced |
| Ossiam | 2,866 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,658 | $18.6K | 0.00% | +2,563+2,697.9% | Added |
| Cornerstone Planning Group LLC | 2,063 | $17.7K | 0.01% | +2,063 | New |
| Cary Street Partner Investment Advisory LLC | 2,100 | $14.7K | 0.00% | +2,100 | New |
| Quadrant Capital Group LLC | 2,052 | $14.4K | 0.00% | +1,914+1,387.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,803 | $12.6K | 0.00% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 1,590 | $11.1K | 0.00% | +40+2.6% | Added |
| American International Group, Inc. | 1,486 | $10.4K | 0.00% | −32−2.1% | Reduced |
| CoreCap Advisors, LLC | 1,455 | $10.2K | 0.00% | +1,455 | New |
| Allworth Financial LP | 1,367 | $9.57K | 0.00% | +67+5.2% | Added |
| Ancora Advisors, LLC | 1,260 | $9.00K | 0.00% | +1,260 | New |
| Parallel Advisors, LLC | 1,248 | $8.74K | 0.00% | +1,029+469.9% | Added |
| Harbour Investments, Inc. | 1,100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $6.51K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 762 | $5.33K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 596 | $4.17K | 0.00% | +596 | New |
| Bartlett & Co. LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 537 | $3.76K | 0.00% | +537 | New |
| Glassman Wealth Services | 513 | $3.59K | 0.00% | −917−64.1% | Reduced |
| 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 |