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, Q1 2023
Institutional positions in Rocket Companies, Inc. as of Mar 31, 2023. 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
- 242
- +7 vs. Q4 2022
- Shares held
- 87.3M
- −1.32M (−1.5%) vs. Q4 2022
- Total value
- $781.3M
- +$162.5M (+26.3%) vs. Q4 2022
- New holders
- 39
- 79 more added
- Sold out
- 32
- 68 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,224,873 | $101.7M | 0.01% | +9,299,006+482.8% | Added |
| Vanguard Group Inc | 10,897,190 | $98.7M | 0.00% | +40,863+0.4% | Added |
| BlackRock Inc. | 5,501,466 | $49.8M | 0.00% | −130,835−2.3% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 5,303,070 | $48.0M | 1.08% | −5,292,084−49.9% | Reduced |
| Invesco Ltd. | 5,176,343 | $46.9M | 0.01% | −964,584−15.7% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $40.3M | 6.15% | 00.0% | Unchanged |
| Capital World Investors | 3,631,685 | $32.9M | 0.01% | +1,215,589+50.3% | Added |
| Davis Selected Advisers | 3,609,611 | $32.7M | 0.22% | −152,386−4.1% | Reduced |
| Morgan Stanley | 2,888,163 | $26.2M | 0.00% | −496,229−14.7% | Reduced |
| First Trust Advisors LP | 2,248,061 | $20.4M | 0.02% | +103,555+4.8% | Added |
| State Street Corp | 1,975,977 | $17.9M | 0.00% | +26,414+1.4% | Added |
| Balyasny Asset Management LLC | 1,971,847 | $17.9M | 0.06% | +1,971,847 | New |
| Renaissance Technologies LLC | 1,880,600 | $17.0M | 0.02% | −297,300−13.7% | Reduced |
| Bruni J V & Co | 1,675,896 | $15.2M | 2.10% | −1,560−0.1% | Reduced |
| Geode Capital Management, LLC | 1,585,638 | $14.4M | 0.00% | +53,516+3.5% | Added |
| Retirement Systems of Alabama | 1,450,000 | $13.1M | 0.06% | 00.0% | Unchanged |
| Hillman Co | 1,259,179 | $11.4M | 5.62% | 00.0% | Unchanged |
| Northern Trust Corp | 919,502 | $8.33M | 0.00% | +454,328+97.7% | Added |
| Federated Hermes, Inc. | 810,557 | $7.34M | 0.02% | +40,664+5.3% | Added |
| Envestnet Asset Management Inc | 1,760,472 | $6.96M | 0.00% | +811,085+85.4% | Added |
| Susquehanna International Group, LLP | 764,190 | $6.92M | 0.01% | +245,838+47.4% | Added |
| Wealthspire Advisors, LLC | 740,400 | $6.71M | 0.12% | 00.0% | Unchanged |
| Credit Suisse AG | 738,612 | $6.69M | 0.01% | +217,519+41.7% | Added |
| Schonfeld Strategic Advisors LLC | 735,300 | $6.66M | 0.06% | −236,000−24.3% | Reduced |
| Mercer Global Advisors Inc | 702,618 | $6.37M | 0.03% | −28,045−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 641,225 | $5.81M | 0.00% | −997−0.2% | Reduced |
| Patient Capital Management, LLC | 507,700 | $4.60M | 2.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 487,385 | $4.42M | 0.00% | +138,457+39.7% | Added |
| Victory Capital Management Inc | 455,053 | $4.12M | 0.00% | −25,073−5.2% | Reduced |
| Bridgeway Capital Management, LLC | 453,000 | $4.10M | 0.11% | −101,900−18.4% | Reduced |
| Bank of New York Mellon Corp | 452,165 | $4.10M | 0.00% | −50,871−10.1% | Reduced |
| Legal & General Group Plc | 408,268 | $3.70M | 0.00% | +33,122+8.8% | Added |
| Jupiter Asset Management Ltd | 375,147 | $3.40M | 0.05% | −27,519−6.8% | Reduced |
| Capital Fund Management S.A. | 349,091 | $3.16M | 0.06% | +51,995+17.5% | Added |
| National Bank of Canada | 296,290 | $2.68M | 0.01% | +82,200+38.4% | Added |
| HSBC Holdings PLC | 300,273 | $2.68M | 0.00% | −451,515−60.1% | Reduced |
| Sculptor Capital LP | 285,500 | $2.59M | 0.06% | −511,500−64.2% | Reduced |
| Dimensional Fund Advisors LP | 264,836 | $2.40M | 0.00% | +12,275+4.9% | Added |
| Swiss National Bank | 262,800 | $2.38M | 0.00% | −18,300−6.5% | Reduced |
| Greylin Investment Mangement Inc | 248,870 | $2.25M | 0.41% | +224,675+928.6% | Added |
| Nomura Holdings Inc | 247,488 | $2.24M | 0.02% | +149,707+153.1% | Added |
| Gotham Asset Management, LLC | 242,721 | $2.20M | 0.05% | +48,608+25.0% | Added |
| Allianz Asset Management GmbH | 241,300 | $2.19M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 241,299 | $2.19M | 0.00% | +2,412+1.0% | Added |
| Zweig-DiMenna Associates LLC | 214,930 | $1.95M | 0.26% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 200,000 | $1.81M | 0.03% | +200,000 | New |
| Bank of America Corp | 170,587 | $1.55M | 0.00% | −450,462−72.5% | Reduced |
| LPL Financial LLC | 166,994 | $1.51M | 0.00% | +49,099+41.6% | Added |
| Wells Fargo & Company | 154,946 | $1.40M | 0.00% | +29,686+23.7% | Added |
| Kingfisher Capital LLC | 152,261 | $1.38M | 0.36% | +472+0.3% | Added |
| LifePro Asset Management | 195,295 | $1.37M | 0.99% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 147,100 | $1.29M | 0.03% | +147,100 | New |
| Susquehanna Fundamental Investments, LLC | 140,624 | $1.27M | 0.03% | −206,761−59.5% | Reduced |
| Brooktree Capital Management | 132,625 | $1.20M | 0.94% | +41,770+46.0% | Added |
| Millennium Management LLC | 130,654 | $1.18M | 0.00% | −952,252−87.9% | Reduced |
| Holocene Advisors, LP | 128,755 | $1.17M | 0.01% | +128,755 | New |
| Alliancebernstein L.P. | 121,055 | $1.10M | 0.00% | −1,696,930−93.3% | Reduced |
| Rhumbline Advisers | 118,638 | $1.07M | 0.00% | −560−0.5% | Reduced |
| Two Sigma Investments, LP | 117,700 | $1.07M | 0.00% | +58,600+99.2% | Added |
| Allspring Global Investments Holdings, LLC | 112,630 | $1.02M | 0.00% | −2,526−2.2% | Reduced |
| JPMorgan Chase & Co | 112,241 | $1.02M | 0.00% | +8,161+7.8% | Added |
| UBS Asset Management Americas Inc | 109,760 | $994.4K | 0.00% | −34,820−24.1% | Reduced |
| Tudor Investment Corp Et Al | 105,986 | $960.0K | 0.02% | −206,105−66.0% | Reduced |
| Advisor Group Holdings, Inc. | 105,607 | $957.1K | 0.00% | +2,824+2.7% | Added |
| New York State Common Retirement Fund | 104,800 | $949.5K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 101,907 | $923.3K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 101,413 | $918.8K | 0.00% | −226,629−69.1% | Reduced |
| Ieq Capital, LLC | 100,000 | $906.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 94,330 | $854.6K | 0.00% | +22,596+31.5% | Added |
| STRS Ohio | 86,362 | $782.0K | 0.00% | +86,362 | New |
| Keebeck Wealth Management, LLC | 83,000 | $752.0K | 0.12% | +43,000+107.5% | Added |
| USS Investment Management Ltd | 82,771 | $749.5K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 81,628 | $739.5K | 0.00% | +45,868+128.3% | Added |
| Quinn Opportunity Partners LLC | 80,106 | $725.8K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 80,067 | $725.0K | 0.00% | +40,855+104.2% | Added |
| Aspen Grove Capital, LLC | 80,000 | $724.8K | 0.32% | 00.0% | Unchanged |
| HCR Wealth Advisors | 79,209 | $717.6K | 0.14% | −1,120−1.4% | Reduced |
| Goldman Sachs Group Inc | 77,991 | $706.6K | 0.00% | −295,404−79.1% | Reduced |
| Barclays PLC | 74,119 | $671.5K | 0.00% | −312,236−80.8% | Reduced |
| Quadrature Capital Ltd | 73,166 | $662.5K | 0.02% | +73,166 | New |
| Citigroup Inc | 71,418 | $647.0K | 0.00% | +60,215+537.5% | Added |
| HighTower Advisors, LLC | 64,446 | $584.0K | 0.00% | +2,100+3.4% | Added |
| Two Sigma Advisers, LP | 63,400 | $574.4K | 0.00% | +14,000+28.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 63,385 | $574.0K | 0.00% | +2,360+3.9% | Added |
| Creative Planning | 61,060 | $553.2K | 0.00% | +61,060 | New |
| Public Employees Retirement System of Ohio | 56,399 | $511.0K | 0.00% | −1,751−3.0% | Reduced |
| Global Retirement Partners, LLC | 58,977 | $509.6K | 0.03% | −13,050−18.1% | Reduced |
| Belpointe Asset Management LLC | 56,205 | $509.2K | 0.03% | +37,650+202.9% | Added |
| Aigen Investment Management, LP | 55,929 | $506.7K | 0.07% | +55,929 | New |
| Janus Henderson Group PLC | 55,311 | $500.8K | 0.00% | +27,910+101.9% | Added |
| Huntington National Bank | 55,226 | $500.3K | 0.00% | −1,500−2.6% | Reduced |
| Price T Rowe Associates Inc | 54,713 | $496.0K | 0.00% | −2,660−4.6% | Reduced |
| Integrated Investment Consultants, LLC | 54,453 | $493.3K | 0.15% | +651+1.2% | Added |
| Treasurer of the State of North Carolina | 49,590 | $449.0K | 0.00% | +350+0.7% | Added |
| CIBC Private Wealth Group, LLC | 44,793 | $405.8K | 0.00% | +693+1.6% | Added |
| Intrinsic Value Partners, LLC | 41,650 | $377.3K | 0.51% | −7,630−15.5% | Reduced |
| Group One Trading, L.P. | 37,477 | $339.5K | 0.02% | +37,477 | New |
| Missouri Trust & Investment Co | 37,475 | $339.5K | 0.22% | −6,225−14.2% | Reduced |
| Kula Investments, LLC | 36,954 | $334.8K | 0.08% | −59,201−61.6% | Reduced |
| ExodusPoint Capital Management, LP | 36,308 | $329.0K | 0.00% | +36,308 | New |