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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 762 | $6.90K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 525 | $4.76K | 0.00% | +12+2.3% | Added |
| Advisory Services Network, LLC | 519 | $4.70K | 0.00% | +278+115.4% | Added |
| 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 |
| TD Waterhouse Canada Inc. | 494 | $4.50K | 0.00% | −286,341−99.8% | 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 |
| Parallel Advisors, LLC | 352 | $3.19K | 0.00% | −896−71.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 350 | $3.17K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 288 | $3.00K | 0.00% | −12−4.0% | Reduced |
| Ancora Advisors, LLC | 310 | $2.81K | 0.00% | −950−75.4% | Reduced |
| Clearstead Advisors, LLC | 251 | $2.27K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 250 | $2.27K | 0.00% | +250 | New |
| 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 |
| Quent Capital, LLC | 194 | $1.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $1.56K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 160 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $906 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 70 | $634 | 0.00% | +40+133.3% | Added |
| Sunbelt Securities, Inc. | 34 | $299 | 0.00% | +34 | New |
| Parkside Financial Bank & Trust | 23 | $209 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $181 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $127 | 0.00% | +5+55.6% | Added |
| Schubert & Co | 12 | $109 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10 | $91 | 0.00% | +10 | New |
| CNB Bank | 8 | $72 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $63 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $54 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 5 | $46 | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 4 | $36 | 0.00% | +1+33.3% | Added |
| 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 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,897,022−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −338,282−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −292,301−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −220,095−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −181,924−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −166,364−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −107,315−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −100,352−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −44,558−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −43,320−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −37,176−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −32,023−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −22,641−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,867−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,153−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −15,076−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −14,012−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −7,340−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −164,703−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |