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; 797 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, Q3 2023
Institutional positions in Rocket Companies, Inc. as of Sep 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
- 229
- +17 vs. Q2 2023
- Shares held
- 81.8M
- +1.06M (+1.3%) vs. Q2 2023
- Total value
- $669.2M
- −$54.6M (−7.5%) vs. Q2 2023
- New holders
- 43
- 67 more added
- Sold out
- 26
- 68 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 797 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,540,617 | $94.4M | 0.01% | +122,894+1.1% | Added |
| Vanguard Group Inc | 10,601,513 | $86.7M | 0.00% | −116,978−1.1% | Reduced |
| Boston Partners | 5,813,633 | $47.5M | 0.07% | +5,813,633 | New |
| BlackRock Inc. | 5,035,893 | $41.2M | 0.00% | −33,916−0.7% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $36.4M | 5.08% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 4,384,150 | $35.9M | 0.89% | −477,500−9.8% | Reduced |
| Capital World Investors | 3,632,031 | $29.7M | 0.01% | +3460.0% | Added |
| Davis Selected Advisers | 3,410,601 | $27.9M | 0.17% | −83,072−2.4% | Reduced |
| Invesco Ltd. | 2,957,760 | $24.2M | 0.01% | −2,175,455−42.4% | Reduced |
| Morgan Stanley | 2,891,541 | $23.7M | 0.00% | −1,682,861−36.8% | Reduced |
| State Street Corp | 2,366,079 | $19.4M | 0.00% | +30,820+1.3% | Added |
| Renaissance Technologies LLC | 1,958,100 | $16.0M | 0.03% | +309,700+18.8% | Added |
| Geode Capital Management, LLC | 1,715,329 | $14.0M | 0.00% | +17,006+1.0% | Added |
| Bruni J V & Co | 1,671,977 | $13.7M | 1.92% | −5270.0% | Reduced |
| Retirement Systems of Alabama | 1,450,000 | $11.9M | 0.06% | 00.0% | Unchanged |
| Hillman Co | 1,259,179 | $10.3M | 6.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 935,215 | $7.65M | 0.01% | −333,721−26.3% | Reduced |
| Charles Schwab Investment Management Inc | 681,504 | $5.57M | 0.00% | +11,472+1.7% | Added |
| QRG Capital Management, Inc. | 635,078 | $5.19M | 0.09% | +635,078 | New |
| Balyasny Asset Management LLC | 614,366 | $5.03M | 0.01% | +258,927+72.8% | Added |
| Northern Trust Corp | 604,970 | $4.95M | 0.00% | −405,526−40.1% | Reduced |
| Mercer Global Advisors Inc | 577,129 | $4.72M | 0.02% | −210,212−26.7% | Reduced |
| JPMorgan Chase & Co | 571,601 | $4.68M | 0.00% | +442,419+342.5% | Added |
| Credit Suisse AG | 568,672 | $4.65M | 0.00% | −256,281−31.1% | Reduced |
| Legal & General Group Plc | 543,007 | $4.44M | 0.00% | +107,807+24.8% | Added |
| Nuveen Asset Management, LLC | 511,500 | $4.18M | 0.00% | +5,620+1.1% | Added |
| Bank of New York Mellon Corp | 430,251 | $3.52M | 0.00% | +72,465+20.3% | Added |
| Patient Capital Management, LLC | 396,677 | $3.24M | 0.19% | −95,923−19.5% | Reduced |
| Capital Fund Management S.A. | 392,832 | $3.21M | 0.04% | −52,808−11.8% | Reduced |
| LPL Financial LLC | 303,443 | $2.48M | 0.00% | +60,563+24.9% | Added |
| Citadel Advisors LLC | 290,362 | $2.38M | 0.00% | +290,362 | New |
| Sculptor Capital LP | 285,500 | $2.34M | 0.06% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 253,080 | $2.07M | 0.37% | +5,995+2.4% | Added |
| Swiss National Bank | 251,300 | $2.06M | 0.00% | +6,600+2.7% | Added |
| Wealthspire Advisors, LLC | 246,400 | $2.02M | 0.03% | −494,000−66.7% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $1.97M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 235,900 | $1.93M | 0.02% | +68,600+41.0% | Added |
| Bank of America Corp | 232,476 | $1.90M | 0.00% | +127,386+121.2% | Added |
| Gotham Asset Management, LLC | 230,458 | $1.89M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 211,789 | $1.73M | 0.00% | −36,942−14.9% | Reduced |
| Millennium Management LLC | 192,778 | $1.58M | 0.00% | +169,649+733.5% | Added |
| Wells Fargo & Company | 172,637 | $1.41M | 0.00% | +19,952+13.1% | Added |
| Quantbot Technologies LP | 170,504 | $1.39M | 0.09% | +159,950+1,515.5% | Added |
| Raymond James & Associates | 161,994 | $1.33M | 0.00% | +139,593+623.2% | Added |
| Dark Forest Capital Management LP | 157,741 | $1.29M | 0.11% | +136,725+650.6% | Added |
| Kingfisher Capital LLC | 153,098 | $1.25M | 0.34% | +4,478+3.0% | Added |
| Rhumbline Advisers | 140,919 | $1.15M | 0.00% | +9,927+7.6% | Added |
| California State Teachers Retirement System | 129,012 | $1.06M | 0.00% | −11,868−8.4% | Reduced |
| Brooktree Capital Management | 127,768 | $1.05M | 0.87% | +240.0% | Added |
| Advisor Group Holdings, Inc. | 116,050 | $949.3K | 0.00% | +14,597+14.4% | Added |
| State Board of Administration of Florida Retirement System | 115,880 | $947.9K | 0.00% | +190+0.2% | Added |
| STRS Ohio | 113,200 | $925.0K | 0.00% | +113,200 | New |
| Two Sigma Investments, LP | 110,700 | $905.5K | 0.00% | −7,000−5.9% | Reduced |
| UBS Asset Management Americas Inc | 108,704 | $889.2K | 0.00% | −1,056−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 105,755 | $865.1K | 0.00% | −44,396−29.6% | Reduced |
| Sherbrooke Park Advisers LLC | 102,113 | $835.3K | 0.27% | +102,113 | New |
| Mackenzie Financial Corp | 111,403 | $833.3K | 0.00% | +111,403 | New |
| Voloridge Investment Management, LLC | 101,549 | $830.7K | 0.00% | +101,549 | New |
| Royal Bank of Canada | 100,701 | $824.0K | 0.00% | +66,612+195.4% | Added |
| Ieq Capital, LLC | 100,000 | $818.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 102,227 | $803.5K | 0.15% | +102,227 | New |
| UBS Group AG | 97,096 | $794.2K | 0.00% | +1,177+1.2% | Added |
| Aigen Investment Management, LP | 96,051 | $785.7K | 0.15% | +96,051 | New |
| EVR Research LP | 92,616 | $757.6K | 0.20% | +92,616 | New |
| SEI Investments Co | 92,507 | $757.1K | 0.00% | −6,200−6.3% | Reduced |
| Missouri Trust & Investment Co | 88,775 | $726.2K | 0.33% | +30,500+52.3% | Added |
| New York State Common Retirement Fund | 88,330 | $722.5K | 0.00% | −17,402−16.5% | Reduced |
| Jane Street Group, LLC | 88,187 | $721.4K | 0.00% | −196,778−69.1% | Reduced |
| USS Investment Management Ltd | 86,699 | $708.8K | 0.01% | +3,928+4.7% | Added |
| Keebeck Wealth Management, LLC | 82,000 | $670.8K | 0.12% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 80,106 | $655.3K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 80,000 | $654.4K | 0.24% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 78,253 | $640.0K | 0.00% | +689+0.9% | Added |
| Marshall Wace, LLP | 70,395 | $575.8K | 0.00% | +42,795+155.1% | Added |
| HCR Wealth Advisors | 69,872 | $571.6K | 0.13% | −7,377−9.5% | Reduced |
| Victory Capital Management Inc | 69,856 | $571.4K | 0.00% | −90,513−56.4% | Reduced |
| Alliancebernstein L.P. | 68,763 | $562.5K | 0.00% | −39,434−36.4% | Reduced |
| Virtu Financial LLC | 64,474 | $527.0K | 0.05% | +64,474 | New |
| Global Retirement Partners, LLC | 65,913 | $502.3K | 0.03% | +5,525+9.1% | Added |
| Quantinno Capital Management LP | 60,206 | $492.0K | 0.02% | +60,206 | New |
| Pinebridge Investments, L.P. | 58,322 | $477.1K | 0.01% | +494+0.9% | Added |
| Susquehanna International Group, LLP | 56,974 | $466.0K | 0.00% | −175,553−75.5% | Reduced |
| Axq Capital, LP | 56,668 | $463.5K | 0.16% | +33,800+147.8% | Added |
| Integrated Investment Consultants, LLC | 55,653 | $455.2K | 0.17% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 55,233 | $452.0K | 0.00% | −596−1.1% | Reduced |
| Huntington National Bank | 55,226 | $451.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 55,201 | $451.3K | 0.00% | −3,386−5.8% | Reduced |
| Treasurer of the State of North Carolina | 54,960 | $450.0K | 0.00% | +280+0.5% | Added |
| Goldman Sachs Group Inc | 54,664 | $447.2K | 0.00% | +1,121+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,275 | $444.0K | 0.00% | −5,902−9.8% | Reduced |
| Handelsbanken Fonder AB | 53,986 | $442.0K | 0.00% | +16,464+43.9% | Added |
| Barclays PLC | 52,807 | $432.0K | 0.00% | −8,374−13.7% | Reduced |
| Public Employees Retirement System of Ohio | 50,974 | $417.0K | 0.00% | −5,647−10.0% | Reduced |
| Knowledge Leaders Capital, LLC | 47,152 | $385.7K | 0.57% | +47,152 | New |
| Wolverine Trading, LLC | 46,323 | $378.9K | 0.00% | −16,807−26.6% | Reduced |
| CIBC Private Wealth Group, LLC | 45,242 | $370.1K | 0.00% | +449+1.0% | Added |
| HSBC Holdings PLC | 40,195 | $330.1K | 0.00% | +14,503+56.4% | Added |
| HighTower Advisors, LLC | 39,933 | $326.0K | 0.00% | −24,412−37.9% | Reduced |
| Pointe Capital Management LLC | 38,870 | $318.0K | 0.25% | +6,840+21.4% | Added |
| Jump Financial, LLC | 38,211 | $312.6K | 0.01% | +38,211 | New |