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 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 37,240 | $304.6K | 0.39% | −3,740−9.1% | Reduced |
| Lighthouse Investment Partners, LLC | 36,877 | $301.7K | 0.02% | +36,877 | New |
| Oak Thistle LLC | 35,220 | $288.1K | 0.09% | +7,960+29.2% | Added |
| First Eagle Investment Management, LLC | 35,149 | $287.5K | 0.00% | +3,764+12.0% | Added |
| Fox Run Management, L.L.C. | 34,915 | $285.6K | 0.08% | +34,915 | New |
| Mariner, LLC | 33,215 | $271.7K | 0.00% | +21,681+188.0% | Added |
| Arizona State Retirement System | 32,546 | $266.2K | 0.00% | +982+3.1% | Added |
| Great West Life Assurance Co | 31,185 | $255.0K | 0.00% | +5,987+23.8% | Added |
| Voya Investment Management LLC | 30,467 | $249.2K | 0.00% | −589−1.9% | Reduced |
| Amalgamated Bank | 28,723 | $235.0K | 0.00% | +17,241+150.2% | Added |
| Penserra Capital Management LLC | 27,758 | $227.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 27,662 | $226.3K | 0.00% | +8,644+45.5% | Added |
| Petrus Trust Company, LTA | 27,399 | $224.1K | 0.02% | +27,399 | New |
| Bridgewater Advisors Inc. | 26,257 | $214.8K | 0.03% | −22−0.1% | Reduced |
| MAI Capital Management | 24,818 | $203.0K | 0.00% | −550−2.2% | Reduced |
| Quantamental Technologies LLC | 23,619 | $193.2K | 0.18% | +23,619 | New |
| Tower Research Capital LLC (TRC) | 23,277 | $190.4K | 0.01% | +11,249+93.5% | Added |
| Squarepoint Ops LLC | 23,226 | $190.0K | 0.00% | −62,160−72.8% | Reduced |
| Palogic Value Management, L.P. | 23,101 | $189.0K | 0.09% | −679−2.9% | Reduced |
| Jupiter Asset Management Ltd | 22,926 | $187.5K | 0.00% | +22,926 | New |
| Epacria Capital Partners, LLC | 21,571 | $176.5K | 0.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,513 | $176.0K | 0.00% | −1,231−5.4% | Reduced |
| Wealthcare Advisory Partners LLC | 21,503 | $175.9K | 0.01% | +3,763+21.2% | Added |
| DMG Group, LLC | 21,145 | $173.0K | 0.18% | +2,217+11.7% | Added |
| MML Investors Services, LLC | 20,896 | $171.0K | 0.00% | +3,022+16.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,884 | $170.8K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 20,160 | $165.0K | 0.00% | −13,496−40.1% | Reduced |
| Truist Financial Corp | 19,532 | $159.8K | 0.00% | +1,995+11.4% | Added |
| Principal Financial Group Inc | 19,363 | $158.4K | 0.00% | +1,033+5.6% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $148.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 17,495 | $143.1K | 0.00% | −2,830−13.9% | Reduced |
| Walleye Capital LLC | 17,431 | $142.6K | 0.00% | −25,815−59.7% | Reduced |
| Boothbay Fund Management, LLC | 17,392 | $142.3K | 0.01% | +17,392 | New |
| Manufacturers Life Insurance Company, The | 16,496 | $134.9K | 0.00% | −10,010−37.8% | Reduced |
| Envestnet Asset Management Inc | 15,869 | $129.8K | 0.00% | −944,657−98.3% | Reduced |
| Pictet Asset Management Holding SA | 15,833 | $129.5K | 0.00% | +15,833 | New |
| CI Private Wealth, LLC | 15,445 | $126.3K | 0.00% | −8,080−34.3% | Reduced |
| Two Sigma Securities, LLC | 15,217 | $124.5K | 0.01% | +15,217 | New |
| Holocene Advisors, LP | 15,115 | $123.6K | 0.00% | −136,782−90.0% | Reduced |
| Cetera Investment Advisers | 14,910 | $122.0K | 0.00% | −400−2.6% | Reduced |
| Cetera Advisor Networks LLC | 14,122 | $115.5K | 0.00% | +348+2.5% | Added |
| State of Wisconsin Investment Board | 13,837 | $113.2K | 0.00% | +13,837 | New |
| Ossiam | 12,950 | $105.9K | 0.00% | −306−2.3% | Reduced |
| JustInvest LLC | 12,693 | $103.8K | 0.00% | +328+2.7% | Added |
| Aquatic Capital Management LLC | 12,500 | $102.0K | 0.00% | +8,600+220.5% | Added |
| Xponance, Inc. | 11,664 | $95.4K | 0.00% | +884+8.2% | Added |
| Amundi | 12,144 | $94.1K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 11,398 | $93.2K | 0.09% | +11,398 | New |
| Vident Advisory, LLC | 11,115 | $90.9K | 0.00% | +11,115 | New |
| Garner Asset Management Corp | 11,020 | $90.0K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,217 | $83.6K | 0.01% | −883−8.0% | Reduced |
| Chiron Capital Management, LLC | 10,200 | $83.4K | 0.07% | −6,400−38.6% | Reduced |
| Cranbrook Wealth Management, LLC | 10,000 | $81.8K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,619 | $78.7K | 0.00% | +9,619 | New |
| Comerica Bank | 8,663 | $70.9K | 0.00% | +8,663 | New |
| Group One Trading, L.P. | 8,017 | $65.6K | 0.00% | +8,017 | New |
| Citigroup Inc | 7,186 | $58.8K | 0.00% | −2,722−27.5% | Reduced |
| Beacon Capital Management, LLC | 5,000 | $44.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,030 | $41.1K | 0.00% | −160−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 4,828 | $40.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,724 | $38.6K | 0.00% | −4,584−49.2% | Reduced |
| CWM, LLC | 4,693 | $38.0K | 0.00% | +247+5.6% | Added |
| MetLife Investment Management | 4,346 | $35.5K | 0.00% | +3+0.1% | Added |
| US Bancorp | 4,262 | $34.9K | 0.00% | +373+9.6% | Added |
| The PNC Financial Services Group, Inc. | 4,144 | $33.9K | 0.00% | −931−18.3% | Reduced |
| Westpac Banking Corp | 3,663 | $30.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,635 | $29.7K | 0.00% | −2,098−36.6% | Reduced |
| State of Wyoming | 3,351 | $27.4K | 0.01% | +3,351 | New |
| Central Trust Co | 3,050 | $24.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,555 | $20.9K | 0.01% | +2,555 | New |
| S.A. Mason LLC | 2,500 | $20.4K | 0.01% | −1,000−28.6% | Reduced |
| Atlantic Private Wealth, LLC | 2,460 | $20.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,158 | $17.7K | 0.00% | −89−4.0% | Reduced |
| National Bank of Canada | 1,990 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,687 | $13.8K | 0.00% | +77+4.8% | Added |
| Highlander Capital Management, LLC | 1,600 | $13.0K | 0.01% | +1,600 | New |
| Westside Investment Management, Inc. | 1,500 | $12.3K | 0.00% | −114−7.1% | Reduced |
| American International Group, Inc. | 1,456 | $11.9K | 0.00% | −93−6.0% | Reduced |
| Quadrant Capital Group LLC | 1,347 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,342 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $7.61K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 767 | $6.00K | 0.00% | +750+4,411.8% | Added |
| Glassman Wealth Services | 513 | $4.20K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. LLC | 500 | $4.00K | 0.00% | −400−44.4% | Reduced |
| TD Waterhouse Canada Inc. | 494 | $3.94K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $3.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $3.27K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 381 | $2.95K | 0.00% | −381−50.0% | Reduced |
| Parallel Advisors, LLC | 334 | $2.73K | 0.00% | +19+6.0% | Added |
| Ancora Advisors, LLC | 310 | $2.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $2.45K | 0.00% | +100+50.0% | Added |
| Clearstead Advisors, LLC | 250 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 305 | $2.00K | 0.00% | +19+6.6% | Added |
| IFP Advisors, Inc | 225 | $1.84K | 0.00% | −1,000−81.6% | Reduced |
| Baystate Wealth Management LLC | 200 | $1.64K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $1.64K | 0.00% | 00.0% | Unchanged |