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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 25,692 | $230.1K | 0.00% | −274,581−91.4% | Reduced |
| MAI Capital Management | 25,368 | $227.3K | 0.00% | −200−0.8% | Reduced |
| Great West Life Assurance Co | 25,198 | $227.0K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 23,780 | $213.1K | 0.10% | −934−3.8% | Reduced |
| CI Private Wealth, LLC | 23,525 | $210.8K | 0.00% | +406+1.8% | Added |
| Millennium Management LLC | 23,129 | $207.2K | 0.00% | −107,525−82.3% | Reduced |
| Axq Capital, LP | 22,868 | $204.9K | 0.25% | +22,868 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,744 | $203.8K | 0.00% | +1,525+7.2% | Added |
| Raymond James & Associates | 22,401 | $200.7K | 0.00% | +2,416+12.1% | Added |
| Peloton Wealth Strategists | 22,075 | $198.0K | 0.09% | −12,500−36.2% | Reduced |
| Epacria Capital Partners, LLC | 21,571 | $193.3K | 0.16% | −4,094−16.0% | Reduced |
| Dark Forest Capital Management LP | 21,016 | $188.3K | 0.02% | +12,745+154.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,884 | $187.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 20,325 | $182.1K | 0.00% | −662−3.2% | Reduced |
| Verition Fund Management LLC | 19,605 | $175.7K | 0.00% | −12,495−38.9% | Reduced |
| Cresset Asset Management, LLC | 19,018 | $170.4K | 0.00% | +19,018 | New |
| DMG Group, LLC | 18,928 | $169.6K | 0.17% | −589−3.0% | Reduced |
| Principal Financial Group Inc | 18,330 | $164.2K | 0.00% | +86+0.5% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $162.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,874 | $160.0K | 0.00% | +7,524+72.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,851 | $159.9K | 0.02% | +17,851 | New |
| Wealthcare Advisory Partners LLC | 17,740 | $158.9K | 0.01% | +17,740 | New |
| Truist Financial Corp | 17,537 | $157.1K | 0.00% | −425−2.4% | Reduced |
| Chiron Capital Management, LLC | 16,600 | $148.7K | 0.12% | −4,315−20.6% | Reduced |
| Pictet Asset Management SA | 15,833 | $141.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,310 | $137.2K | 0.00% | +1,533+11.1% | Added |
| Stratos Wealth Partners, LTD. | 15,264 | $136.8K | 0.00% | −2,566−14.4% | Reduced |
| Cetera Advisor Networks LLC | 13,774 | $123.4K | 0.00% | +2,512+22.3% | Added |
| Ossiam | 13,256 | $118.8K | 0.00% | +8,226+163.5% | Added |
| Man Group plc | 13,024 | $116.7K | 0.00% | +13,024 | New |
| JustInvest LLC | 12,365 | $110.8K | 0.00% | −2,275−15.5% | Reduced |
| Amundi | 12,144 | $108.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,028 | $107.8K | 0.00% | +10,266+582.6% | Added |
| Mariner, LLC | 11,534 | $103.4K | 0.00% | −220−1.9% | Reduced |
| Amalgamated Bank | 11,482 | $103.0K | 0.00% | −1,727−13.1% | 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 |
| Garner Asset Management Corp | 11,020 | $99.0K | 0.06% | −2,400−17.9% | Reduced |
| Vident Investment Advisory, LLC | 10,824 | $97.0K | 0.00% | +10,824 | New |
| Xponance, Inc. | 10,780 | $96.6K | 0.00% | +194+1.8% | Added |
| Quantbot Technologies LP | 10,554 | $94.6K | 0.01% | −12,296−53.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,402 | $93.2K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 10,100 | $90.5K | 0.10% | +10,100 | New |
| Raymond James Financial Services Advisors, Inc. | 10,027 | $89.8K | 0.00% | +10,027 | New |
| Cranbrook Wealth Management, LLC | 10,000 | $89.6K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 9,908 | $88.8K | 0.00% | −61,510−86.1% | Reduced |
| Deutsche Bank AG | 9,308 | $83.4K | 0.00% | +4,065+77.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,733 | $51.4K | 0.00% | −3,217−35.9% | Reduced |
| Fifth Third Bancorp | 5,190 | $46.5K | 0.00% | +190+3.8% | Added |
| The PNC Financial Services Group, Inc. | 5,075 | $45.5K | 0.00% | −4,022−44.2% | Reduced |
| Beacon Capital Management, LLC | 5,000 | $44.8K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,828 | $44.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,446 | $40.0K | 0.00% | −399−8.2% | Reduced |
| MetLife Investment Management | 4,343 | $38.9K | 0.00% | −535−11.0% | 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 |
| US Bancorp | 3,889 | $34.8K | 0.00% | −189−4.6% | Reduced |
| Westpac Banking Corp | 3,663 | $32.8K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,500 | $31.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 3,050 | $27.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,225 | $26.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,460 | $22.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,247 | $20.1K | 0.00% | +210+10.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,100 | $18.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,990 | $17.8K | 0.00% | −294,300−99.3% | Reduced |
| Westside Investment Management, Inc. | 1,614 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,610 | $14.4K | 0.00% | +20+1.3% | Added |
| American International Group, Inc. | 1,549 | $13.9K | 0.00% | +103+7.1% | Added |
| Quadrant Capital Group LLC | 1,347 | $12.1K | 0.00% | 00.0% | Unchanged |
| Murchinson Ltd. | 1,343 | $12.0K | 0.00% | +1,343 | New |
| Allworth Financial LP | 1,342 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $9.86K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $9.00K | 0.00% | −1,000−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 762 | $8.92K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $8.33K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 900 | $8.06K | 0.00% | +400+80.0% | Added |
| Bartlett & Co. LLC | 900 | $8.00K | 0.00% | +400+80.0% | Added |
| Loomis Sayles & Co L P | 546 | $5.00K | 0.00% | +546 | New |
| Glassman Wealth Services | 513 | $4.60K | 0.00% | −12−2.3% | Reduced |
| North Star Investment Management Corp. | 500 | $4.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 494 | $4.43K | 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 |
| Sugarloaf Wealth Management, LLC | 350 | $3.14K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 286 | $3.00K | 0.00% | −2−0.7% | Reduced |
| Lindbrook Capital, LLC | 327 | $2.93K | 0.00% | −610−65.1% | Reduced |
| Parallel Advisors, LLC | 315 | $2.82K | 0.00% | −37−10.5% | Reduced |
| Ancora Advisors, LLC | 310 | $2.78K | 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 |
| 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 |
| Quent Capital, LLC | 194 | $1.74K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 180 | $1.61K | 0.00% | +180 | New |
| Glen Eagle Advisors, LLC | 172 | $1.54K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 157 | $1.00K | 0.00% | +4+2.6% | Added |
| ICA Group Wealth Management, LLC | 100 | $896 | 0.00% | 00.0% | Unchanged |