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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 32 | $0 | 0.00% | −230−87.8% | Reduced |
| Asset Dedication, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 51 | $0 | 0.00% | +25+96.2% | Added |
| Steward Financial Group LLC | 18 | $0 | 0.00% | +10+125.0% | Added |
| Baldrige Asset Management LLC | 37 | $0 | 0.00% | +37 | New |
| AdvisorNet Financial, Inc | 4 | $36 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 5 | $46 | 0.00% | +2+66.7% | Added |
| Disciplined Investments, LLC | 6 | $54 | 0.00% | +1+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $63 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $72 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10 | $91 | 0.00% | +10 | New |
| Schubert & Co | 12 | $109 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $127 | 0.00% | +5+55.6% | Added |
| Richard W. Paul & Associates, LLC | 20 | $181 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $209 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 34 | $299 | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 70 | $634 | 0.00% | +40+133.3% | Added |
| ICA Group Wealth Management, LLC | 100 | $906 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 160 | $1.45K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.51K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $1.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $1.81K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $1.81K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.81K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $1.81K | 0.00% | +200 | New |
| WealthPLAN Partners, LLC | 250 | $2.27K | 0.00% | +250 | New |
| Clearstead Advisors, LLC | 251 | $2.27K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 310 | $2.81K | 0.00% | −950−75.4% | Reduced |
| Ci Investments Inc. | 288 | $3.00K | 0.00% | −12−4.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 350 | $3.17K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 352 | $3.19K | 0.00% | −896−71.8% | Reduced |
| Delta Asset Management LLC | 400 | $3.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $3.62K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 494 | $4.50K | 0.00% | −286,341−99.8% | Reduced |
| North Star Investment Management Corp. | 500 | $4.53K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $4.53K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 519 | $4.70K | 0.00% | +278+115.4% | Added |
| Glassman Wealth Services | 525 | $4.76K | 0.00% | +12+2.3% | Added |
| Bartlett & Co. LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 762 | $6.90K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $8.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 937 | $8.49K | 0.00% | +529+129.7% | Added |
| Ameritas Advisory Services, LLC | 957 | $8.65K | 0.00% | +957 | New |
| Capital Advisors, Ltd. LLC | 1,000 | $9.00K | 0.00% | +975+3,900.0% | Added |
| Harbour Investments, Inc. | 1,100 | $9.97K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $12.2K | 0.00% | −25−1.8% | Reduced |
| Quadrant Capital Group LLC | 1,347 | $12.2K | 0.00% | −705−34.4% | Reduced |
| Cutler Group LP | 1,518 | $13.0K | 0.00% | −3,600−70.3% | Reduced |
| American International Group, Inc. | 1,446 | $13.1K | 0.00% | −40−2.7% | Reduced |
| Citadel Advisors LLC | 1,493 | $13.5K | 0.00% | −109,740−98.7% | Reduced |
| Optimum Investment Advisors | 1,500 | $13.6K | 0.01% | +1,500 | New |
| Hexagon Capital Partners LLC | 1,590 | $14.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,614 | $14.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,762 | $16.0K | 0.00% | −5,238−74.8% | Reduced |
| TCI Wealth Advisors, Inc. | 1,803 | $16.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,037 | $18.5K | 0.00% | −5,207−71.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,460 | $22.3K | 0.02% | +2,460 | New |
| International Assets Investment Management, LLC | 2,534 | $23.0K | 0.00% | +2,534 | New |
| IFP Advisors, Inc | 1,225 | $26.4K | 0.00% | −509−29.4% | Reduced |
| Central Trust Co | 3,050 | $27.6K | 0.00% | +3,050 | New |
| Ellevest, Inc. | 3,171 | $28.7K | 0.00% | +513+19.3% | Added |
| S.A. Mason LLC | 3,500 | $31.7K | 0.02% | +3,500 | New |
| Westpac Banking Corp | 3,663 | $33.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,800 | $34.0K | 0.00% | +3,800 | New |
| State of Wyoming | 3,893 | $35.3K | 0.01% | +3,893 | New |
| Simplex Trading, LLC | 4,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,078 | $36.9K | 0.00% | −4,610−53.1% | Reduced |
| DekaBank Deutsche Girozentrale | 4,828 | $42.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,845 | $44.0K | 0.00% | +417+9.4% | Added |
| Walleye Trading LLC | 4,874 | $44.2K | 0.00% | +4,874 | New |
| MetLife Investment Management | 4,878 | $44.2K | 0.00% | +12+0.2% | Added |
| True Wealth Design, LLC | 4,935 | $44.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,000 | $45.3K | 0.01% | 00.0% | Unchanged |
| Ossiam | 5,030 | $45.6K | 0.00% | +2,164+75.5% | Added |
| Deutsche Bank AG | 5,243 | $47.5K | 0.00% | +1,351+34.7% | Added |
| Dark Forest Capital Management LP | 8,271 | $74.9K | 0.02% | +3,461+72.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,950 | $81.1K | 0.00% | +1,450+19.3% | Added |
| The PNC Financial Services Group, Inc. | 9,097 | $82.4K | 0.00% | +1,195+15.1% | Added |
| Pine Valley Investments Ltd Liability Co | 10,402 | $86.0K | 0.01% | +10,402 | New |
| Cranbrook Wealth Management, LLC | 10,000 | $90.6K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,350 | $94.0K | 0.00% | −485−4.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,578 | $95.8K | 0.02% | −904−7.9% | Reduced |
| Xponance, Inc. | 10,586 | $95.9K | 0.00% | +88+0.8% | Added |
| Cetera Advisor Networks LLC | 11,262 | $102.0K | 0.00% | −3,311−22.7% | Reduced |
| Meridian Wealth Management, LLC | 11,300 | $102.4K | 0.01% | +11,300 | New |
| ETF Managers Group, LLC | 11,571 | $104.8K | 0.00% | −64,015−84.7% | Reduced |
| Mariner, LLC | 11,754 | $106.0K | 0.00% | +11,754 | New |
| Sherbrooke Park Advisers LLC | 11,895 | $107.8K | 0.16% | +11,895 | New |
| Amundi | 12,144 | $113.9K | 0.00% | +6,714+123.6% | Added |
| Sawtooth Solutions, LLC | 13,119 | $118.9K | 0.00% | +13,119 | New |
| Amalgamated Bank | 13,209 | $120.0K | 0.00% | −17,392−56.8% | Reduced |
| Garner Asset Management Corp | 13,420 | $122.0K | 0.06% | +300+2.3% | Added |
| Teacher Retirement System of Texas | 13,545 | $123.0K | 0.00% | +794+6.2% | Added |
| Cetera Investment Advisers | 13,777 | $124.8K | 0.00% | −1,492−9.8% | Reduced |
| JustInvest LLC | 14,640 | $132.6K | 0.00% | −641−4.2% | Reduced |