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, Q2 2023
Institutional positions in Rocket Companies, Inc. as of Jun 30, 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
- 213
- −26 vs. Q1 2023
- Shares held
- 80.8M
- −6.45M (−7.4%) vs. Q1 2023
- Total value
- $723.9M
- −$57.0M (−7.3%) vs. Q1 2023
- New holders
- 20
- 55 more added
- Sold out
- 46
- 76 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $0 | 0.00% | −15−46.9% | Reduced |
| Toronto Dominion Bank | 7 | $0 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 6 | $54 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $54 | 0.00% | +1+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $62 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $72 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $117 | 0.00% | −1−7.1% | Reduced |
| Richard W. Paul & Associates, LLC | 20 | $179 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $207 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 34 | $305 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $538 | 0.00% | −100−62.5% | Reduced |
| Farther Finance Advisors, LLC | 70 | $627 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $896 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 157 | $1.00K | 0.00% | +4+2.6% | Added |
| Focused Wealth Management, Inc | 167 | $1.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $1.54K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 180 | $1.61K | 0.00% | +180 | New |
| Quent Capital, LLC | 194 | $1.74K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 250 | $2.24K | 0.00% | −1−0.4% | Reduced |
| WealthPLAN Partners, LLC | 250 | $2.24K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 310 | $2.78K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 315 | $2.82K | 0.00% | −37−10.5% | Reduced |
| Lindbrook Capital, LLC | 327 | $2.93K | 0.00% | −610−65.1% | Reduced |
| Ci Investments Inc. | 286 | $3.00K | 0.00% | −2−0.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 350 | $3.14K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $3.58K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $3.58K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 494 | $4.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $4.48K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 513 | $4.60K | 0.00% | −12−2.3% | Reduced |
| Loomis Sayles & Co L P | 546 | $5.00K | 0.00% | +546 | New |
| Bartlett & Co. LLC | 900 | $8.00K | 0.00% | +400+80.0% | Added |
| Bartlett & Co. Wealth Management LLC | 900 | $8.06K | 0.00% | +400+80.0% | Added |
| Steward Partners Investment Advisory, LLC | 930 | $8.33K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 762 | $8.92K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $9.00K | 0.00% | −1,000−50.0% | Reduced |
| Harbour Investments, Inc. | 1,100 | $9.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $12.0K | 0.00% | 00.0% | Unchanged |
| Murchinson Ltd. | 1,343 | $12.0K | 0.00% | +1,343 | New |
| Quadrant Capital Group LLC | 1,347 | $12.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,549 | $13.9K | 0.00% | +103+7.1% | Added |
| Hexagon Capital Partners LLC | 1,610 | $14.4K | 0.00% | +20+1.3% | Added |
| Westside Investment Management, Inc. | 1,614 | $14.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,990 | $17.8K | 0.00% | −294,300−99.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,100 | $18.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,247 | $20.1K | 0.00% | +210+10.3% | Added |
| Atlantic Private Wealth, LLC | 2,460 | $22.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,225 | $26.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,050 | $27.3K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,500 | $31.7K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,663 | $32.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,889 | $34.8K | 0.00% | −189−4.6% | Reduced |
| Simplex Trading, LLC | 4,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,900 | $35.0K | 0.00% | +100+2.6% | Added |
| MetLife Investment Management | 4,343 | $38.9K | 0.00% | −535−11.0% | Reduced |
| CWM, LLC | 4,446 | $40.0K | 0.00% | −399−8.2% | Reduced |
| DekaBank Deutsche Girozentrale | 4,828 | $44.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,000 | $44.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,075 | $45.5K | 0.00% | −4,022−44.2% | Reduced |
| Fifth Third Bancorp | 5,190 | $46.5K | 0.00% | +190+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,733 | $51.4K | 0.00% | −3,217−35.9% | Reduced |
| Deutsche Bank AG | 9,308 | $83.4K | 0.00% | +4,065+77.5% | Added |
| Citigroup Inc | 9,908 | $88.8K | 0.00% | −61,510−86.1% | Reduced |
| Cranbrook Wealth Management, LLC | 10,000 | $89.6K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,027 | $89.8K | 0.00% | +10,027 | New |
| Alan B. Lancz & Associates, Inc. | 10,100 | $90.5K | 0.10% | +10,100 | New |
| Pine Valley Investments Ltd Liability Co | 10,402 | $93.2K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,554 | $94.6K | 0.01% | −12,296−53.8% | Reduced |
| Xponance, Inc. | 10,780 | $96.6K | 0.00% | +194+1.8% | Added |
| Vident Investment Advisory, LLC | 10,824 | $97.0K | 0.00% | +10,824 | New |
| Garner Asset Management Corp | 11,020 | $99.0K | 0.06% | −2,400−17.9% | Reduced |
| Meridian Wealth Management, LLC | 11,100 | $99.5K | 0.01% | −200−1.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 11,100 | $99.5K | 0.12% | +11,100 | New |
| Amalgamated Bank | 11,482 | $103.0K | 0.00% | −1,727−13.1% | Reduced |
| Mariner, LLC | 11,534 | $103.4K | 0.00% | −220−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,028 | $107.8K | 0.00% | +10,266+582.6% | Added |
| Amundi | 12,144 | $108.9K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 12,365 | $110.8K | 0.00% | −2,275−15.5% | Reduced |
| Man Group plc | 13,024 | $116.7K | 0.00% | +13,024 | New |
| Ossiam | 13,256 | $118.8K | 0.00% | +8,226+163.5% | Added |
| Cetera Advisor Networks LLC | 13,774 | $123.4K | 0.00% | +2,512+22.3% | Added |
| Stratos Wealth Partners, LTD. | 15,264 | $136.8K | 0.00% | −2,566−14.4% | Reduced |
| Cetera Investment Advisers | 15,310 | $137.2K | 0.00% | +1,533+11.1% | Added |
| Pictet Asset Management SA | 15,833 | $141.9K | 0.00% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 16,600 | $148.7K | 0.12% | −4,315−20.6% | Reduced |
| Truist Financial Corp | 17,537 | $157.1K | 0.00% | −425−2.4% | Reduced |
| Wealthcare Advisory Partners LLC | 17,740 | $158.9K | 0.01% | +17,740 | New |
| Y-Intercept (Hong Kong) Ltd | 17,851 | $159.9K | 0.02% | +17,851 | New |
| MML Investors Services, LLC | 17,874 | $160.0K | 0.00% | +7,524+72.7% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $162.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,330 | $164.2K | 0.00% | +86+0.5% | Added |
| DMG Group, LLC | 18,928 | $169.6K | 0.17% | −589−3.0% | Reduced |
| Cresset Asset Management, LLC | 19,018 | $170.4K | 0.00% | +19,018 | New |
| Verition Fund Management LLC | 19,605 | $175.7K | 0.00% | −12,495−38.9% | Reduced |
| Advisors Asset Management, Inc. | 20,325 | $182.1K | 0.00% | −662−3.2% | Reduced |