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 2 sales; 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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 35,896 | $325.0K | 0.00% | +1,126+3.2% | Added |
| Arizona State Retirement System | 35,285 | $319.7K | 0.00% | +2,699+8.3% | Added |
| Ergoteles LLC | 34,893 | $316.1K | 0.01% | +34,893 | New |
| Peloton Wealth Strategists | 34,575 | $313.0K | 0.14% | 00.0% | Unchanged |
| Cipher Capital LP | 33,979 | $307.9K | 0.06% | +33,979 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 33,400 | $302.6K | 0.00% | +33,400 | New |
| Verition Fund Management LLC | 32,100 | $290.8K | 0.00% | +21,143+193.0% | Added |
| Pointe Capital Management LLC | 32,030 | $290.2K | 0.21% | 00.0% | Unchanged |
| Voya Investment Management LLC | 31,878 | $288.8K | 0.00% | −754−2.3% | Reduced |
| Park Avenue Securities LLC | 30,406 | $275.0K | 0.00% | +5,662+22.9% | Added |
| Versor Investments LP | 29,357 | $266.0K | 0.03% | +457+1.6% | Added |
| Penserra Capital Management LLC | 28,794 | $260.0K | 0.01% | −738−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 27,823 | $252.1K | 0.00% | −32,688−54.0% | Reduced |
| Bridgewater Advisors Inc. | 26,279 | $238.1K | 0.05% | +26,279 | New |
| Epacria Capital Partners, LLC | 25,665 | $232.5K | 0.18% | 00.0% | Unchanged |
| MAI Capital Management | 25,568 | $231.6K | 0.00% | +25,568 | New |
| Great West Life Assurance Co | 25,198 | $228.0K | 0.00% | −2,022−7.4% | Reduced |
| Shay Capital LLC | 25,000 | $226.5K | 0.09% | +25,000 | New |
| Palogic Value Management, L.P. | 24,714 | $223.9K | 0.11% | +6,651+36.8% | Added |
| Oak Thistle LLC | 24,050 | $217.9K | 0.13% | −17,799−42.5% | Reduced |
| CI Private Wealth, LLC | 23,119 | $209.7K | 0.00% | +7,844+51.4% | Added |
| Quantbot Technologies LP | 22,850 | $207.0K | 0.01% | +22,850 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,219 | $192.2K | 0.00% | +1,551+7.9% | Added |
| Seven Eight Capital, LP | 21,072 | $190.9K | 0.04% | +21,072 | New |
| Advisors Asset Management, Inc. | 20,987 | $190.1K | 0.00% | −4,056−16.2% | Reduced |
| Chiron Capital Management, LLC | 20,915 | $189.5K | 0.13% | +400+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,884 | $189.2K | 0.00% | +6,216+42.4% | Added |
| Wolverine Trading, LLC | 20,713 | $182.0K | 0.01% | −118,817−85.2% | Reduced |
| Raymond James & Associates | 19,985 | $181.1K | 0.00% | +3,842+23.8% | Added |
| DMG Group, LLC | 19,517 | $178.0K | 0.18% | +7,125+57.5% | Added |
| Quantamental Technologies LLC | 19,423 | $176.0K | 0.10% | +894+4.8% | Added |
| Principal Financial Group Inc | 18,244 | $165.3K | 0.00% | −17−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $164.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 17,962 | $162.7K | 0.00% | +1,675+10.3% | Added |
| Stratos Wealth Partners, LTD. | 17,830 | $161.5K | 0.00% | +5,335+42.7% | Added |
| First Eagle Investment Management, LLC | 16,466 | $149.2K | 0.00% | +16,466 | New |
| Kovitz Investment Group Partners, LLC | 16,308 | $148.0K | 0.00% | −586−3.5% | Reduced |
| Pictet Asset Management SA | 15,833 | $143.4K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 15,349 | $139.1K | 0.01% | +15,349 | New |
| State of Wisconsin Investment Board | 15,345 | $139.0K | 0.00% | +922+6.4% | Added |
| Jane Street Group, LLC | 15,204 | $137.7K | 0.00% | −118,594−88.6% | Reduced |
| Boothbay Fund Management, LLC | 14,819 | $134.3K | 0.00% | −387,062−96.3% | Reduced |
| JustInvest LLC | 14,640 | $132.6K | 0.00% | −641−4.2% | Reduced |
| Cetera Investment Advisers | 13,777 | $124.8K | 0.00% | −1,492−9.8% | Reduced |
| Teacher Retirement System of Texas | 13,545 | $123.0K | 0.00% | +794+6.2% | Added |
| Garner Asset Management Corp | 13,420 | $122.0K | 0.06% | +300+2.3% | Added |
| Amalgamated Bank | 13,209 | $120.0K | 0.00% | −17,392−56.8% | Reduced |
| Sawtooth Solutions, LLC | 13,119 | $118.9K | 0.00% | +13,119 | New |
| Amundi | 12,144 | $113.9K | 0.00% | +6,714+123.6% | Added |
| Sherbrooke Park Advisers LLC | 11,895 | $107.8K | 0.16% | +11,895 | New |
| Mariner, LLC | 11,754 | $106.0K | 0.00% | +11,754 | New |
| ETF Managers Group, LLC | 11,571 | $104.8K | 0.00% | −64,015−84.7% | Reduced |
| Meridian Wealth Management, LLC | 11,300 | $102.4K | 0.01% | +11,300 | New |
| Cetera Advisor Networks LLC | 11,262 | $102.0K | 0.00% | −3,311−22.7% | Reduced |
| Xponance, Inc. | 10,586 | $95.9K | 0.00% | +88+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,578 | $95.8K | 0.02% | −904−7.9% | Reduced |
| MML Investors Services, LLC | 10,350 | $94.0K | 0.00% | −485−4.5% | Reduced |
| Cranbrook Wealth Management, LLC | 10,000 | $90.6K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,402 | $86.0K | 0.01% | +10,402 | New |
| The PNC Financial Services Group, Inc. | 9,097 | $82.4K | 0.00% | +1,195+15.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,950 | $81.1K | 0.00% | +1,450+19.3% | Added |
| Dark Forest Capital Management LP | 8,271 | $74.9K | 0.02% | +3,461+72.0% | Added |
| Deutsche Bank AG | 5,243 | $47.5K | 0.00% | +1,351+34.7% | Added |
| Ossiam | 5,030 | $45.6K | 0.00% | +2,164+75.5% | Added |
| 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 |
| True Wealth Design, LLC | 4,935 | $44.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 4,878 | $44.2K | 0.00% | +12+0.2% | Added |
| Walleye Trading LLC | 4,874 | $44.2K | 0.00% | +4,874 | New |
| CWM, LLC | 4,845 | $44.0K | 0.00% | +417+9.4% | Added |
| DekaBank Deutsche Girozentrale | 4,828 | $42.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,078 | $36.9K | 0.00% | −4,610−53.1% | Reduced |
| Simplex Trading, LLC | 4,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,893 | $35.3K | 0.01% | +3,893 | New |
| Aquatic Capital Management LLC | 3,800 | $34.0K | 0.00% | +3,800 | New |
| Westpac Banking Corp | 3,663 | $33.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,500 | $31.7K | 0.02% | +3,500 | New |
| Ellevest, Inc. | 3,171 | $28.7K | 0.00% | +513+19.3% | Added |
| Central Trust Co | 3,050 | $27.6K | 0.00% | +3,050 | New |
| IFP Advisors, Inc | 1,225 | $26.4K | 0.00% | −509−29.4% | Reduced |
| International Assets Investment Management, LLC | 2,534 | $23.0K | 0.00% | +2,534 | New |
| Atlantic Private Wealth, LLC | 2,460 | $22.3K | 0.02% | +2,460 | New |
| Cary Street Partner Investment Advisory LLC | 2,100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,037 | $18.5K | 0.00% | −5,207−71.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,803 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,762 | $16.0K | 0.00% | −5,238−74.8% | Reduced |
| Westside Investment Management, Inc. | 1,614 | $14.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,590 | $14.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,500 | $13.6K | 0.01% | +1,500 | New |
| Citadel Advisors LLC | 1,493 | $13.5K | 0.00% | −109,740−98.7% | Reduced |
| American International Group, Inc. | 1,446 | $13.1K | 0.00% | −40−2.7% | Reduced |
| Cutler Group LP | 1,518 | $13.0K | 0.00% | −3,600−70.3% | Reduced |
| Quadrant Capital Group LLC | 1,347 | $12.2K | 0.00% | −705−34.4% | Reduced |
| Allworth Financial LP | 1,342 | $12.2K | 0.00% | −25−1.8% | Reduced |
| Harbour Investments, Inc. | 1,100 | $9.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $9.00K | 0.00% | +975+3,900.0% | Added |
| Ameritas Advisory Services, LLC | 957 | $8.65K | 0.00% | +957 | New |
| Lindbrook Capital, LLC | 937 | $8.49K | 0.00% | +529+129.7% | Added |
| Steward Partners Investment Advisory, LLC | 930 | $8.43K | 0.00% | 00.0% | Unchanged |