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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 14,819 | $134.3K | 0.00% | −387,062−96.3% | Reduced |
| Jane Street Group, LLC | 15,204 | $137.7K | 0.00% | −118,594−88.6% | Reduced |
| State of Wisconsin Investment Board | 15,345 | $139.0K | 0.00% | +922+6.4% | Added |
| Capula Management Ltd | 15,349 | $139.1K | 0.01% | +15,349 | New |
| Pictet Asset Management SA | 15,833 | $143.4K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 16,308 | $148.0K | 0.00% | −586−3.5% | Reduced |
| First Eagle Investment Management, LLC | 16,466 | $149.2K | 0.00% | +16,466 | New |
| Stratos Wealth Partners, LTD. | 17,830 | $161.5K | 0.00% | +5,335+42.7% | Added |
| Truist Financial Corp | 17,962 | $162.7K | 0.00% | +1,675+10.3% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $164.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,244 | $165.3K | 0.00% | −17−0.1% | Reduced |
| Quantamental Technologies LLC | 19,423 | $176.0K | 0.10% | +894+4.8% | Added |
| DMG Group, LLC | 19,517 | $178.0K | 0.18% | +7,125+57.5% | Added |
| Raymond James & Associates | 19,985 | $181.1K | 0.00% | +3,842+23.8% | Added |
| Wolverine Trading, LLC | 20,713 | $182.0K | 0.01% | −118,817−85.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,884 | $189.2K | 0.00% | +6,216+42.4% | Added |
| Chiron Capital Management, LLC | 20,915 | $189.5K | 0.13% | +400+1.9% | Added |
| Advisors Asset Management, Inc. | 20,987 | $190.1K | 0.00% | −4,056−16.2% | Reduced |
| Seven Eight Capital, LP | 21,072 | $190.9K | 0.04% | +21,072 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,219 | $192.2K | 0.00% | +1,551+7.9% | Added |
| Quantbot Technologies LP | 22,850 | $207.0K | 0.01% | +22,850 | New |
| CI Private Wealth, LLC | 23,119 | $209.7K | 0.00% | +7,844+51.4% | Added |
| Oak Thistle LLC | 24,050 | $217.9K | 0.13% | −17,799−42.5% | Reduced |
| Palogic Value Management, L.P. | 24,714 | $223.9K | 0.11% | +6,651+36.8% | Added |
| Shay Capital LLC | 25,000 | $226.5K | 0.09% | +25,000 | New |
| Great West Life Assurance Co | 25,198 | $228.0K | 0.00% | −2,022−7.4% | Reduced |
| MAI Capital Management | 25,568 | $231.6K | 0.00% | +25,568 | New |
| Epacria Capital Partners, LLC | 25,665 | $232.5K | 0.18% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 26,279 | $238.1K | 0.05% | +26,279 | New |
| Manufacturers Life Insurance Company, The | 27,823 | $252.1K | 0.00% | −32,688−54.0% | Reduced |
| Penserra Capital Management LLC | 28,794 | $260.0K | 0.01% | −738−2.5% | Reduced |
| Versor Investments LP | 29,357 | $266.0K | 0.03% | +457+1.6% | Added |
| Park Avenue Securities LLC | 30,406 | $275.0K | 0.00% | +5,662+22.9% | Added |
| Voya Investment Management LLC | 31,878 | $288.8K | 0.00% | −754−2.3% | Reduced |
| Pointe Capital Management LLC | 32,030 | $290.2K | 0.21% | 00.0% | Unchanged |
| Verition Fund Management LLC | 32,100 | $290.8K | 0.00% | +21,143+193.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 33,400 | $302.6K | 0.00% | +33,400 | New |
| Cipher Capital LP | 33,979 | $307.9K | 0.06% | +33,979 | New |
| Peloton Wealth Strategists | 34,575 | $313.0K | 0.14% | 00.0% | Unchanged |
| Ergoteles LLC | 34,893 | $316.1K | 0.01% | +34,893 | New |
| Arizona State Retirement System | 35,285 | $319.7K | 0.00% | +2,699+8.3% | Added |
| Royal Bank of Canada | 35,896 | $325.0K | 0.00% | +1,126+3.2% | Added |
| ExodusPoint Capital Management, LP | 36,308 | $329.0K | 0.00% | +36,308 | New |
| Kula Investments, LLC | 36,954 | $334.8K | 0.08% | −59,201−61.6% | Reduced |
| Missouri Trust & Investment Co | 37,475 | $339.5K | 0.22% | −6,225−14.2% | Reduced |
| Group One Trading, L.P. | 37,477 | $339.5K | 0.02% | +37,477 | New |
| Intrinsic Value Partners, LLC | 41,650 | $377.3K | 0.51% | −7,630−15.5% | Reduced |
| CIBC Private Wealth Group, LLC | 44,793 | $405.8K | 0.00% | +693+1.6% | Added |
| Treasurer of the State of North Carolina | 49,590 | $449.0K | 0.00% | +350+0.7% | Added |
| Integrated Investment Consultants, LLC | 54,453 | $493.3K | 0.15% | +651+1.2% | Added |
| Price T Rowe Associates Inc | 54,713 | $496.0K | 0.00% | −2,660−4.6% | Reduced |
| Huntington National Bank | 55,226 | $500.3K | 0.00% | −1,500−2.6% | Reduced |
| Janus Henderson Group PLC | 55,311 | $500.8K | 0.00% | +27,910+101.9% | Added |
| Aigen Investment Management, LP | 55,929 | $506.7K | 0.07% | +55,929 | New |
| Belpointe Asset Management LLC | 56,205 | $509.2K | 0.03% | +37,650+202.9% | Added |
| Global Retirement Partners, LLC | 58,977 | $509.6K | 0.03% | −13,050−18.1% | Reduced |
| Public Employees Retirement System of Ohio | 56,399 | $511.0K | 0.00% | −1,751−3.0% | Reduced |
| Creative Planning | 61,060 | $553.2K | 0.00% | +61,060 | New |
| Cambridge Investment Research Advisors, Inc. | 63,385 | $574.0K | 0.00% | +2,360+3.9% | Added |
| Two Sigma Advisers, LP | 63,400 | $574.4K | 0.00% | +14,000+28.3% | Added |
| HighTower Advisors, LLC | 64,446 | $584.0K | 0.00% | +2,100+3.4% | Added |
| Citigroup Inc | 71,418 | $647.0K | 0.00% | +60,215+537.5% | Added |
| Quadrature Capital Ltd | 73,166 | $662.5K | 0.02% | +73,166 | New |
| Barclays PLC | 74,119 | $671.5K | 0.00% | −312,236−80.8% | Reduced |
| Goldman Sachs Group Inc | 77,991 | $706.6K | 0.00% | −295,404−79.1% | Reduced |
| HCR Wealth Advisors | 79,209 | $717.6K | 0.14% | −1,120−1.4% | Reduced |
| Aspen Grove Capital, LLC | 80,000 | $724.8K | 0.32% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 80,067 | $725.0K | 0.00% | +40,855+104.2% | Added |
| Quinn Opportunity Partners LLC | 80,106 | $725.8K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 81,628 | $739.5K | 0.00% | +45,868+128.3% | Added |
| USS Investment Management Ltd | 82,771 | $749.5K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 83,000 | $752.0K | 0.12% | +43,000+107.5% | Added |
| STRS Ohio | 86,362 | $782.0K | 0.00% | +86,362 | New |
| SEI Investments Co | 94,330 | $854.6K | 0.00% | +22,596+31.5% | Added |
| Ieq Capital, LLC | 100,000 | $906.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 101,413 | $918.8K | 0.00% | −226,629−69.1% | Reduced |
| State Board of Administration of Florida Retirement System | 101,907 | $923.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 104,800 | $949.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 105,607 | $957.1K | 0.00% | +2,824+2.7% | Added |
| Tudor Investment Corp Et Al | 105,986 | $960.0K | 0.02% | −206,105−66.0% | Reduced |
| UBS Asset Management Americas Inc | 109,760 | $994.4K | 0.00% | −34,820−24.1% | Reduced |
| JPMorgan Chase & Co | 112,241 | $1.02M | 0.00% | +8,161+7.8% | Added |
| Allspring Global Investments Holdings, LLC | 112,630 | $1.02M | 0.00% | −2,526−2.2% | Reduced |
| Two Sigma Investments, LP | 117,700 | $1.07M | 0.00% | +58,600+99.2% | Added |
| Rhumbline Advisers | 118,638 | $1.07M | 0.00% | −560−0.5% | Reduced |
| Alliancebernstein L.P. | 121,055 | $1.10M | 0.00% | −1,696,930−93.3% | Reduced |
| Holocene Advisors, LP | 128,755 | $1.17M | 0.01% | +128,755 | New |
| Millennium Management LLC | 130,654 | $1.18M | 0.00% | −952,252−87.9% | Reduced |
| Brooktree Capital Management | 132,625 | $1.20M | 0.94% | +41,770+46.0% | Added |
| Susquehanna Fundamental Investments, LLC | 140,624 | $1.27M | 0.03% | −206,761−59.5% | Reduced |
| Cantor Fitzgerald, L. P. | 147,100 | $1.29M | 0.03% | +147,100 | New |
| LifePro Asset Management | 195,295 | $1.37M | 0.99% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 152,261 | $1.38M | 0.36% | +472+0.3% | Added |
| Wells Fargo & Company | 154,946 | $1.40M | 0.00% | +29,686+23.7% | Added |
| LPL Financial LLC | 166,994 | $1.51M | 0.00% | +49,099+41.6% | Added |
| Bank of America Corp | 170,587 | $1.55M | 0.00% | −450,462−72.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 200,000 | $1.81M | 0.03% | +200,000 | New |
| Zweig-DiMenna Associates LLC | 214,930 | $1.95M | 0.26% | 00.0% | Unchanged |
| California State Teachers Retirement System | 241,299 | $2.19M | 0.00% | +2,412+1.0% | Added |
| Allianz Asset Management GmbH | 241,300 | $2.19M | 0.00% | 00.0% | Unchanged |