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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 19,363 | $158.4K | 0.00% | +1,033+5.6% | Added |
| Truist Financial Corp | 19,532 | $159.8K | 0.00% | +1,995+11.4% | Added |
| Park Avenue Securities LLC | 20,160 | $165.0K | 0.00% | −13,496−40.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,884 | $170.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,896 | $171.0K | 0.00% | +3,022+16.9% | Added |
| DMG Group, LLC | 21,145 | $173.0K | 0.18% | +2,217+11.7% | Added |
| Wealthcare Advisory Partners LLC | 21,503 | $175.9K | 0.01% | +3,763+21.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,513 | $176.0K | 0.00% | −1,231−5.4% | Reduced |
| Epacria Capital Partners, LLC | 21,571 | $176.5K | 0.15% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 22,926 | $187.5K | 0.00% | +22,926 | New |
| Palogic Value Management, L.P. | 23,101 | $189.0K | 0.09% | −679−2.9% | Reduced |
| Squarepoint Ops LLC | 23,226 | $190.0K | 0.00% | −62,160−72.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,277 | $190.4K | 0.01% | +11,249+93.5% | Added |
| Quantamental Technologies LLC | 23,619 | $193.2K | 0.18% | +23,619 | New |
| MAI Capital Management | 24,818 | $203.0K | 0.00% | −550−2.2% | Reduced |
| Bridgewater Advisors Inc. | 26,257 | $214.8K | 0.03% | −22−0.1% | Reduced |
| Petrus Trust Company, LTA | 27,399 | $224.1K | 0.02% | +27,399 | New |
| Cresset Asset Management, LLC | 27,662 | $226.3K | 0.00% | +8,644+45.5% | Added |
| Penserra Capital Management LLC | 27,758 | $227.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 28,723 | $235.0K | 0.00% | +17,241+150.2% | Added |
| Voya Investment Management LLC | 30,467 | $249.2K | 0.00% | −589−1.9% | Reduced |
| Great West Life Assurance Co | 31,185 | $255.0K | 0.00% | +5,987+23.8% | Added |
| Arizona State Retirement System | 32,546 | $266.2K | 0.00% | +982+3.1% | Added |
| Mariner, LLC | 33,215 | $271.7K | 0.00% | +21,681+188.0% | Added |
| Fox Run Management, L.L.C. | 34,915 | $285.6K | 0.08% | +34,915 | New |
| First Eagle Investment Management, LLC | 35,149 | $287.5K | 0.00% | +3,764+12.0% | Added |
| Oak Thistle LLC | 35,220 | $288.1K | 0.09% | +7,960+29.2% | Added |
| Lighthouse Investment Partners, LLC | 36,877 | $301.7K | 0.02% | +36,877 | New |
| Intrinsic Value Partners, LLC | 37,240 | $304.6K | 0.39% | −3,740−9.1% | Reduced |
| Jump Financial, LLC | 38,211 | $312.6K | 0.01% | +38,211 | New |
| Pointe Capital Management LLC | 38,870 | $318.0K | 0.25% | +6,840+21.4% | Added |
| HighTower Advisors, LLC | 39,933 | $326.0K | 0.00% | −24,412−37.9% | Reduced |
| HSBC Holdings PLC | 40,195 | $330.1K | 0.00% | +14,503+56.4% | Added |
| CIBC Private Wealth Group, LLC | 45,242 | $370.1K | 0.00% | +449+1.0% | Added |
| Wolverine Trading, LLC | 46,323 | $378.9K | 0.00% | −16,807−26.6% | Reduced |
| Knowledge Leaders Capital, LLC | 47,152 | $385.7K | 0.57% | +47,152 | New |
| Public Employees Retirement System of Ohio | 50,974 | $417.0K | 0.00% | −5,647−10.0% | Reduced |
| Barclays PLC | 52,807 | $432.0K | 0.00% | −8,374−13.7% | Reduced |
| Handelsbanken Fonder AB | 53,986 | $442.0K | 0.00% | +16,464+43.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,275 | $444.0K | 0.00% | −5,902−9.8% | Reduced |
| Goldman Sachs Group Inc | 54,664 | $447.2K | 0.00% | +1,121+2.1% | Added |
| Treasurer of the State of North Carolina | 54,960 | $450.0K | 0.00% | +280+0.5% | Added |
| Janus Henderson Group PLC | 55,201 | $451.3K | 0.00% | −3,386−5.8% | Reduced |
| Huntington National Bank | 55,226 | $451.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 55,233 | $452.0K | 0.00% | −596−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 55,653 | $455.2K | 0.17% | 00.0% | Unchanged |
| Axq Capital, LP | 56,668 | $463.5K | 0.16% | +33,800+147.8% | Added |
| Susquehanna International Group, LLP | 56,974 | $466.0K | 0.00% | −175,553−75.5% | Reduced |
| Pinebridge Investments, L.P. | 58,322 | $477.1K | 0.01% | +494+0.9% | Added |
| Quantinno Capital Management LP | 60,206 | $492.0K | 0.02% | +60,206 | New |
| Global Retirement Partners, LLC | 65,913 | $502.3K | 0.03% | +5,525+9.1% | Added |
| Virtu Financial LLC | 64,474 | $527.0K | 0.05% | +64,474 | New |
| Alliancebernstein L.P. | 68,763 | $562.5K | 0.00% | −39,434−36.4% | Reduced |
| Victory Capital Management Inc | 69,856 | $571.4K | 0.00% | −90,513−56.4% | Reduced |
| HCR Wealth Advisors | 69,872 | $571.6K | 0.13% | −7,377−9.5% | Reduced |
| Marshall Wace, LLP | 70,395 | $575.8K | 0.00% | +42,795+155.1% | Added |
| Commonwealth Equity Services, LLC | 78,253 | $640.0K | 0.00% | +689+0.9% | Added |
| Aspen Grove Capital, LLC | 80,000 | $654.4K | 0.24% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 80,106 | $655.3K | 0.09% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 82,000 | $670.8K | 0.12% | 00.0% | Unchanged |
| USS Investment Management Ltd | 86,699 | $708.8K | 0.01% | +3,928+4.7% | Added |
| Jane Street Group, LLC | 88,187 | $721.4K | 0.00% | −196,778−69.1% | Reduced |
| New York State Common Retirement Fund | 88,330 | $722.5K | 0.00% | −17,402−16.5% | Reduced |
| Missouri Trust & Investment Co | 88,775 | $726.2K | 0.33% | +30,500+52.3% | Added |
| SEI Investments Co | 92,507 | $757.1K | 0.00% | −6,200−6.3% | Reduced |
| EVR Research LP | 92,616 | $757.6K | 0.20% | +92,616 | New |
| Aigen Investment Management, LP | 96,051 | $785.7K | 0.15% | +96,051 | New |
| UBS Group AG | 97,096 | $794.2K | 0.00% | +1,177+1.2% | Added |
| Financial Enhancement Group LLC | 102,227 | $803.5K | 0.15% | +102,227 | New |
| Ieq Capital, LLC | 100,000 | $818.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 100,701 | $824.0K | 0.00% | +66,612+195.4% | Added |
| Voloridge Investment Management, LLC | 101,549 | $830.7K | 0.00% | +101,549 | New |
| Mackenzie Financial Corp | 111,403 | $833.3K | 0.00% | +111,403 | New |
| Sherbrooke Park Advisers LLC | 102,113 | $835.3K | 0.27% | +102,113 | New |
| Allspring Global Investments Holdings, LLC | 105,755 | $865.1K | 0.00% | −44,396−29.6% | Reduced |
| UBS Asset Management Americas Inc | 108,704 | $889.2K | 0.00% | −1,056−1.0% | Reduced |
| Two Sigma Investments, LP | 110,700 | $905.5K | 0.00% | −7,000−5.9% | Reduced |
| STRS Ohio | 113,200 | $925.0K | 0.00% | +113,200 | New |
| State Board of Administration of Florida Retirement System | 115,880 | $947.9K | 0.00% | +190+0.2% | Added |
| Advisor Group Holdings, Inc. | 116,050 | $949.3K | 0.00% | +14,597+14.4% | Added |
| Brooktree Capital Management | 127,768 | $1.05M | 0.87% | +240.0% | Added |
| California State Teachers Retirement System | 129,012 | $1.06M | 0.00% | −11,868−8.4% | Reduced |
| Rhumbline Advisers | 140,919 | $1.15M | 0.00% | +9,927+7.6% | Added |
| Kingfisher Capital LLC | 153,098 | $1.25M | 0.34% | +4,478+3.0% | Added |
| Dark Forest Capital Management LP | 157,741 | $1.29M | 0.11% | +136,725+650.6% | Added |
| Raymond James & Associates | 161,994 | $1.33M | 0.00% | +139,593+623.2% | Added |
| Quantbot Technologies LP | 170,504 | $1.39M | 0.09% | +159,950+1,515.5% | Added |
| Wells Fargo & Company | 172,637 | $1.41M | 0.00% | +19,952+13.1% | Added |
| Millennium Management LLC | 192,778 | $1.58M | 0.00% | +169,649+733.5% | Added |
| Dimensional Fund Advisors LP | 211,789 | $1.73M | 0.00% | −36,942−14.9% | Reduced |
| Gotham Asset Management, LLC | 230,458 | $1.89M | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 232,476 | $1.90M | 0.00% | +127,386+121.2% | Added |
| Schonfeld Strategic Advisors LLC | 235,900 | $1.93M | 0.02% | +68,600+41.0% | Added |
| Allianz Asset Management GmbH | 241,300 | $1.97M | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 246,400 | $2.02M | 0.03% | −494,000−66.7% | Reduced |
| Swiss National Bank | 251,300 | $2.06M | 0.00% | +6,600+2.7% | Added |
| Greylin Investment Mangement Inc | 253,080 | $2.07M | 0.37% | +5,995+2.4% | Added |
| Sculptor Capital LP | 285,500 | $2.34M | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 290,362 | $2.38M | 0.00% | +290,362 | New |
| LPL Financial LLC | 303,443 | $2.48M | 0.00% | +60,563+24.9% | Added |