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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,884 | $187.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,016 | $188.3K | 0.02% | +12,745+154.1% | Added |
| Epacria Capital Partners, LLC | 21,571 | $193.3K | 0.16% | −4,094−16.0% | Reduced |
| Peloton Wealth Strategists | 22,075 | $198.0K | 0.09% | −12,500−36.2% | Reduced |
| Raymond James & Associates | 22,401 | $200.7K | 0.00% | +2,416+12.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,744 | $203.8K | 0.00% | +1,525+7.2% | Added |
| Axq Capital, LP | 22,868 | $204.9K | 0.25% | +22,868 | New |
| Millennium Management LLC | 23,129 | $207.2K | 0.00% | −107,525−82.3% | Reduced |
| CI Private Wealth, LLC | 23,525 | $210.8K | 0.00% | +406+1.8% | Added |
| Palogic Value Management, L.P. | 23,780 | $213.1K | 0.10% | −934−3.8% | Reduced |
| Great West Life Assurance Co | 25,198 | $227.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25,368 | $227.3K | 0.00% | −200−0.8% | Reduced |
| HSBC Holdings PLC | 25,692 | $230.1K | 0.00% | −274,581−91.4% | Reduced |
| Bridgewater Advisors Inc. | 26,279 | $235.5K | 0.05% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,506 | $237.5K | 0.00% | −1,317−4.7% | Reduced |
| Oak Thistle LLC | 27,260 | $244.3K | 0.13% | +3,210+13.3% | Added |
| Marshall Wace, LLP | 27,600 | $247.3K | 0.00% | −73,813−72.8% | Reduced |
| Penserra Capital Management LLC | 27,758 | $248.0K | 0.00% | −1,036−3.6% | Reduced |
| Voya Investment Management LLC | 31,056 | $278.3K | 0.00% | −822−2.6% | Reduced |
| First Eagle Investment Management, LLC | 31,385 | $281.2K | 0.00% | +14,919+90.6% | Added |
| Arizona State Retirement System | 31,564 | $282.8K | 0.00% | −3,721−10.5% | Reduced |
| Pointe Capital Management LLC | 32,030 | $287.0K | 0.22% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 33,656 | $302.0K | 0.00% | +3,250+10.7% | Added |
| Royal Bank of Canada | 34,089 | $307.0K | 0.00% | −1,807−5.0% | Reduced |
| Cipher Capital LP | 35,156 | $315.0K | 0.05% | +1,177+3.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 37,313 | $334.3K | 0.00% | +37,313 | New |
| Handelsbanken Fonder AB | 37,522 | $336.0K | 0.00% | +37,522 | New |
| Twinbeech Capital LP | 38,206 | $342.3K | 0.01% | +38,206 | New |
| Intrinsic Value Partners, LLC | 40,980 | $367.2K | 0.46% | −670−1.6% | Reduced |
| Walleye Capital LLC | 43,246 | $387.5K | 0.01% | +43,246 | New |
| CIBC Private Wealth Group, LLC | 44,793 | $401.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 53,543 | $479.7K | 0.00% | −24,448−31.3% | Reduced |
| Treasurer of the State of North Carolina | 54,680 | $490.0K | 0.00% | +5,090+10.3% | Added |
| Huntington National Bank | 55,226 | $494.8K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 55,653 | $498.7K | 0.16% | +1,200+2.2% | Added |
| Price T Rowe Associates Inc | 55,829 | $501.0K | 0.00% | +1,116+2.0% | Added |
| Public Employees Retirement System of Ohio | 56,621 | $507.0K | 0.00% | +222+0.4% | Added |
| Pinebridge Investments, L.P. | 57,828 | $518.1K | 0.01% | +57,828 | New |
| Missouri Trust & Investment Co | 58,275 | $522.1K | 0.29% | +20,800+55.5% | Added |
| Janus Henderson Group PLC | 58,587 | $524.1K | 0.00% | +3,276+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 60,177 | $539.0K | 0.00% | −3,208−5.1% | Reduced |
| Global Retirement Partners, LLC | 60,388 | $541.1K | 0.03% | +1,411+2.4% | Added |
| Barclays PLC | 61,181 | $548.2K | 0.00% | −12,938−17.5% | Reduced |
| Wolverine Trading, LLC | 63,130 | $569.4K | 0.01% | +42,417+204.8% | Added |
| HighTower Advisors, LLC | 64,345 | $576.0K | 0.00% | −101−0.2% | Reduced |
| HCR Wealth Advisors | 77,249 | $692.2K | 0.13% | −1,960−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 77,564 | $695.0K | 0.00% | −2,503−3.1% | Reduced |
| Aspen Grove Capital, LLC | 80,000 | $716.8K | 0.23% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 80,106 | $717.8K | 0.10% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 82,000 | $734.7K | 0.10% | −1,000−1.2% | Reduced |
| USS Investment Management Ltd | 82,771 | $740.8K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 85,386 | $765.1K | 0.00% | +85,386 | New |
| UBS Group AG | 95,919 | $859.4K | 0.00% | +14,291+17.5% | Added |
| SEI Investments Co | 98,707 | $884.4K | 0.00% | +4,377+4.6% | Added |
| Ieq Capital, LLC | 100,000 | $896.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 101,453 | $909.6K | 0.00% | −4,154−3.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 101,901 | $913.0K | 0.03% | −38,723−27.5% | Reduced |
| Bank of America Corp | 105,090 | $941.6K | 0.00% | −65,497−38.4% | Reduced |
| New York State Common Retirement Fund | 105,732 | $947.4K | 0.00% | +932+0.9% | Added |
| Alliancebernstein L.P. | 108,197 | $969.4K | 0.00% | −12,858−10.6% | Reduced |
| UBS Asset Management Americas Inc | 109,760 | $994.4K | 0.00% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 111,401 | $998.2K | 0.32% | +111,401 | New |
| State Board of Administration of Florida Retirement System | 115,690 | $1.04M | 0.00% | +13,783+13.5% | Added |
| Two Sigma Investments, LP | 117,700 | $1.05M | 0.00% | 00.0% | Unchanged |
| Brooktree Capital Management | 127,744 | $1.14M | 0.87% | −4,881−3.7% | Reduced |
| JPMorgan Chase & Co | 129,182 | $1.16M | 0.00% | +16,941+15.1% | Added |
| Rhumbline Advisers | 130,992 | $1.17M | 0.00% | +12,354+10.4% | Added |
| California State Teachers Retirement System | 140,880 | $1.26M | 0.00% | −100,419−41.6% | Reduced |
| Kingfisher Capital LLC | 148,620 | $1.33M | 0.35% | −3,641−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 150,151 | $1.35M | 0.00% | +37,521+33.3% | Added |
| Holocene Advisors, LP | 151,897 | $1.36M | 0.01% | +23,142+18.0% | Added |
| Wells Fargo & Company | 152,685 | $1.37M | 0.00% | −2,261−1.5% | Reduced |
| Victory Capital Management Inc | 160,369 | $1.44M | 0.00% | −294,684−64.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 167,300 | $1.50M | 0.01% | −568,000−77.2% | Reduced |
| Gotham Asset Management, LLC | 230,458 | $2.06M | 0.04% | −12,263−5.1% | Reduced |
| Susquehanna International Group, LLP | 232,527 | $2.08M | 0.00% | −531,663−69.6% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $2.16M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 242,880 | $2.18M | 0.00% | +75,886+45.4% | Added |
| Swiss National Bank | 244,700 | $2.19M | 0.00% | −18,100−6.9% | Reduced |
| Greylin Investment Mangement Inc | 247,085 | $2.21M | 0.40% | −1,785−0.7% | Reduced |
| Dimensional Fund Advisors LP | 248,731 | $2.23M | 0.00% | −16,105−6.1% | Reduced |
| Jane Street Group, LLC | 284,965 | $2.55M | 0.00% | +269,761+1,774.3% | Added |
| Sculptor Capital LP | 285,500 | $2.56M | 0.07% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 314,597 | $2.82M | 0.06% | +114,597+57.3% | Added |
| Balyasny Asset Management LLC | 355,439 | $3.18M | 0.01% | −1,616,408−82.0% | Reduced |
| Bank of New York Mellon Corp | 357,786 | $3.21M | 0.00% | −94,379−20.9% | Reduced |
| Bridgeway Capital Management, LLC | 368,000 | $3.30M | 0.08% | −85,000−18.8% | Reduced |
| Legal & General Group Plc | 435,200 | $3.90M | 0.00% | +26,932+6.6% | Added |
| Capital Fund Management S.A. | 445,640 | $3.99M | 0.06% | +96,549+27.7% | Added |
| Patient Capital Management, LLC | 492,600 | $4.41M | 0.25% | −15,100−3.0% | Reduced |
| Nuveen Asset Management, LLC | 505,880 | $4.53M | 0.00% | +18,495+3.8% | Added |
| Charles Schwab Investment Management Inc | 670,032 | $6.00M | 0.00% | +28,807+4.5% | Added |
| Wealthspire Advisors, LLC | 740,400 | $6.63M | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 787,341 | $7.05M | 0.03% | +84,723+12.1% | Added |
| Credit Suisse AG | 824,953 | $7.39M | 0.01% | +86,341+11.7% | Added |
| Envestnet Asset Management Inc | 960,526 | $8.61M | 0.00% | −799,946−45.4% | Reduced |
| Northern Trust Corp | 1,010,496 | $9.05M | 0.00% | +90,994+9.9% | Added |
| Hillman Co | 1,259,179 | $11.3M | 6.36% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,268,936 | $11.4M | 0.01% | −979,125−43.6% | Reduced |
| Retirement Systems of Alabama | 1,450,000 | $13.0M | 0.06% | 00.0% | Unchanged |