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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 408 | $2.86K | 0.00% | +372+1,033.3% | Added |
| 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 |
| Money Concepts Capital Corp | 370 | $2.59K | 0.00% | +370 | New |
| Sugarloaf Wealth Management, LLC | 350 | $2.45K | 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 |
| Clearstead Advisors, LLC | 251 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $1.75K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 241 | $1.69K | 0.00% | +241 | 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 |
| Quent Capital, LLC | 194 | $1.36K | 0.00% | +194 | New |
| Glen Eagle Advisors, LLC | 172 | $1.20K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 160 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $941 | 0.00% | +100 | New |
| CIBC Private Wealth Group, LLC | 44,100 | $309 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $210 | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 23 | $161 | 0.00% | −315−93.2% | Reduced |
| Richard W. Paul & Associates, LLC | 20 | $140 | 0.00% | +20 | New |
| Schubert & Co | 12 | $84 | 0.00% | +9+300.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $63 | 0.00% | +7+350.0% | Added |
| CNB Bank | 8 | $56 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $49 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $35 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $21 | 0.00% | +2+200.0% | Added |
| AdvisorNet Financial, Inc | 3 | $21 | 0.00% | +3 | New |
| 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 |
| Westside Investment Management, Inc. | 1,614 | – | – | −114−6.6% | Reduced |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −1,296,027−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −280,221−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −148,632−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −147,738−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −128,220−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −92,900−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −76,494−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −67,354−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −53,975−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −37,787−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −34,618−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −33,869−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −27,984−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,675−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −17,137−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,187−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bluestein R H & Co | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| American Research & Management Co. | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |