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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 392,832 | $3.21M | 0.04% | −52,808−11.8% | Reduced |
| Patient Capital Management, LLC | 396,677 | $3.24M | 0.19% | −95,923−19.5% | Reduced |
| Bank of New York Mellon Corp | 430,251 | $3.52M | 0.00% | +72,465+20.3% | Added |
| Nuveen Asset Management, LLC | 511,500 | $4.18M | 0.00% | +5,620+1.1% | Added |
| Legal & General Group Plc | 543,007 | $4.44M | 0.00% | +107,807+24.8% | Added |
| Credit Suisse AG | 568,672 | $4.65M | 0.00% | −256,281−31.1% | Reduced |
| JPMorgan Chase & Co | 571,601 | $4.68M | 0.00% | +442,419+342.5% | Added |
| Mercer Global Advisors Inc | 577,129 | $4.72M | 0.02% | −210,212−26.7% | Reduced |
| Northern Trust Corp | 604,970 | $4.95M | 0.00% | −405,526−40.1% | Reduced |
| Balyasny Asset Management LLC | 614,366 | $5.03M | 0.01% | +258,927+72.8% | Added |
| QRG Capital Management, Inc. | 635,078 | $5.19M | 0.09% | +635,078 | New |
| Charles Schwab Investment Management Inc | 681,504 | $5.57M | 0.00% | +11,472+1.7% | Added |
| First Trust Advisors LP | 935,215 | $7.65M | 0.01% | −333,721−26.3% | Reduced |
| Hillman Co | 1,259,179 | $10.3M | 6.16% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 1,450,000 | $11.9M | 0.06% | 00.0% | Unchanged |
| Bruni J V & Co | 1,671,977 | $13.7M | 1.92% | −5270.0% | Reduced |
| Geode Capital Management, LLC | 1,715,329 | $14.0M | 0.00% | +17,006+1.0% | Added |
| Renaissance Technologies LLC | 1,958,100 | $16.0M | 0.03% | +309,700+18.8% | Added |
| State Street Corp | 2,366,079 | $19.4M | 0.00% | +30,820+1.3% | Added |
| Morgan Stanley | 2,891,541 | $23.7M | 0.00% | −1,682,861−36.8% | Reduced |
| Invesco Ltd. | 2,957,760 | $24.2M | 0.01% | −2,175,455−42.4% | Reduced |
| Davis Selected Advisers | 3,410,601 | $27.9M | 0.17% | −83,072−2.4% | Reduced |
| Capital World Investors | 3,632,031 | $29.7M | 0.01% | +3460.0% | Added |
| Caledonia (Private) Investments Pty Ltd | 4,384,150 | $35.9M | 0.89% | −477,500−9.8% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $36.4M | 5.08% | 00.0% | Unchanged |
| BlackRock Inc. | 5,035,893 | $41.2M | 0.00% | −33,916−0.7% | Reduced |
| Boston Partners | 5,813,633 | $47.5M | 0.07% | +5,813,633 | New |
| Vanguard Group Inc | 10,601,513 | $86.7M | 0.00% | −116,978−1.1% | Reduced |
| FMR LLC | 11,540,617 | $94.4M | 0.01% | +122,894+1.1% | Added |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −368,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −314,597−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −111,401−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −101,901−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −38,206−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −37,313−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −35,156−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −22,075−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,605−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,851−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −15,264−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,024−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,824−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −10,402−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |