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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 5 | $41 | 0.00% | −1−16.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $57 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $75 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 12 | $99 | 0.00% | −1−7.7% | Reduced |
| Toronto Dominion Bank | 18 | $147 | 0.00% | +11+157.1% | Added |
| Richard W. Paul & Associates, LLC | 20 | $164 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $189 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 34 | $278 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 38 | $311 | 0.00% | +38 | New |
| EMG Holdings, L.P. | 55 | $450 | 0.00% | +55 | New |
| Stephens Consulting, LLC | 60 | $491 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 70 | $573 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 73 | $584 | 0.00% | +73 | New |
| Lindbrook Capital, LLC | 77 | $630 | 0.00% | −250−76.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $818 | 0.00% | −2,000−95.2% | Reduced |
| Umb Bank N A | 122 | $998 | 0.00% | +122 | New |
| Hantz Financial Services, Inc. | 157 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $1.37K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $1.41K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 172 | $1.41K | 0.00% | +172 | New |
| Russell Investments Group, Ltd. | 180 | $1.47K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 200 | $1.59K | 0.00% | +200 | New |
| Baystate Wealth Management LLC | 200 | $1.64K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $1.64K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.64K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $1.64K | 0.00% | +200 | New |
| PSI Advisors, LLC | 200 | $1.64K | 0.00% | +200 | New |
| Jamison Private Wealth Management, Inc. | 200 | $1.64K | 0.00% | +200 | New |
| IFP Advisors, Inc | 225 | $1.84K | 0.00% | −1,000−81.6% | Reduced |
| Ci Investments Inc. | 305 | $2.00K | 0.00% | +19+6.6% | Added |
| Clearstead Advisors, LLC | 250 | $2.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $2.45K | 0.00% | +100+50.0% | Added |
| Ancora Advisors, LLC | 310 | $2.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 334 | $2.73K | 0.00% | +19+6.0% | Added |
| GHP Investment Advisors, Inc. | 381 | $2.95K | 0.00% | −381−50.0% | Reduced |
| Delta Asset Management LLC | 400 | $3.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $3.27K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 494 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $4.00K | 0.00% | −400−44.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $4.09K | 0.00% | −400−44.4% | Reduced |
| North Star Investment Management Corp. | 500 | $4.09K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $4.09K | 0.00% | +500 | New |
| Glassman Wealth Services | 513 | $4.20K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 767 | $6.00K | 0.00% | +750+4,411.8% | Added |
| Steward Partners Investment Advisory, LLC | 930 | $7.61K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,347 | $11.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,456 | $11.9K | 0.00% | −93−6.0% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $12.3K | 0.00% | −114−7.1% | Reduced |
| Highlander Capital Management, LLC | 1,600 | $13.0K | 0.01% | +1,600 | New |
| Hexagon Capital Partners LLC | 1,687 | $13.8K | 0.00% | +77+4.8% | Added |
| National Bank of Canada | 1,990 | $15.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,158 | $17.7K | 0.00% | −89−4.0% | Reduced |
| Atlantic Private Wealth, LLC | 2,460 | $20.1K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,500 | $20.4K | 0.01% | −1,000−28.6% | Reduced |
| Quarry LP | 2,555 | $20.9K | 0.01% | +2,555 | New |
| Central Trust Co | 3,050 | $24.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,351 | $27.4K | 0.01% | +3,351 | New |
| Northwestern Mutual Wealth Management Co | 3,635 | $29.7K | 0.00% | −2,098−36.6% | Reduced |
| Westpac Banking Corp | 3,663 | $30.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,144 | $33.9K | 0.00% | −931−18.3% | Reduced |
| US Bancorp | 4,262 | $34.9K | 0.00% | +373+9.6% | Added |
| MetLife Investment Management | 4,346 | $35.5K | 0.00% | +3+0.1% | Added |
| CWM, LLC | 4,693 | $38.0K | 0.00% | +247+5.6% | Added |
| Deutsche Bank AG | 4,724 | $38.6K | 0.00% | −4,584−49.2% | Reduced |
| DekaBank Deutsche Girozentrale | 4,828 | $40.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,030 | $41.1K | 0.00% | −160−3.1% | Reduced |
| Beacon Capital Management, LLC | 5,000 | $44.8K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 7,186 | $58.8K | 0.00% | −2,722−27.5% | Reduced |
| Group One Trading, L.P. | 8,017 | $65.6K | 0.00% | +8,017 | New |
| Comerica Bank | 8,663 | $70.9K | 0.00% | +8,663 | New |
| Walleye Trading LLC | 9,619 | $78.7K | 0.00% | +9,619 | New |
| Cranbrook Wealth Management, LLC | 10,000 | $81.8K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 10,200 | $83.4K | 0.07% | −6,400−38.6% | Reduced |
| Meridian Wealth Management, LLC | 10,217 | $83.6K | 0.01% | −883−8.0% | Reduced |
| Garner Asset Management Corp | 11,020 | $90.0K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,115 | $90.9K | 0.00% | +11,115 | New |
| First Affirmative Financial Network | 11,398 | $93.2K | 0.09% | +11,398 | New |
| Amundi | 12,144 | $94.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 11,664 | $95.4K | 0.00% | +884+8.2% | Added |
| Aquatic Capital Management LLC | 12,500 | $102.0K | 0.00% | +8,600+220.5% | Added |
| JustInvest LLC | 12,693 | $103.8K | 0.00% | +328+2.7% | Added |
| Ossiam | 12,950 | $105.9K | 0.00% | −306−2.3% | Reduced |
| State of Wisconsin Investment Board | 13,837 | $113.2K | 0.00% | +13,837 | New |
| Cetera Advisor Networks LLC | 14,122 | $115.5K | 0.00% | +348+2.5% | Added |
| Cetera Investment Advisers | 14,910 | $122.0K | 0.00% | −400−2.6% | Reduced |
| Holocene Advisors, LP | 15,115 | $123.6K | 0.00% | −136,782−90.0% | Reduced |
| Two Sigma Securities, LLC | 15,217 | $124.5K | 0.01% | +15,217 | New |
| CI Private Wealth, LLC | 15,445 | $126.3K | 0.00% | −8,080−34.3% | Reduced |
| Pictet Asset Management Holding SA | 15,833 | $129.5K | 0.00% | +15,833 | New |
| Envestnet Asset Management Inc | 15,869 | $129.8K | 0.00% | −944,657−98.3% | Reduced |
| Manufacturers Life Insurance Company, The | 16,496 | $134.9K | 0.00% | −10,010−37.8% | Reduced |
| Boothbay Fund Management, LLC | 17,392 | $142.3K | 0.01% | +17,392 | New |
| Walleye Capital LLC | 17,431 | $142.6K | 0.00% | −25,815−59.7% | Reduced |
| Advisors Asset Management, Inc. | 17,495 | $143.1K | 0.00% | −2,830−13.9% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $148.0K | 0.00% | 00.0% | Unchanged |