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, Q4 2023
Institutional positions in Rocket Companies, Inc. as of Dec 31, 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
- 237
- +10 vs. Q3 2023
- Shares held
- 90.6M
- +8.79M (+10.8%) vs. Q3 2023
- Total value
- $1.31B
- +$642.6M (+96.0%) vs. Q3 2023
- New holders
- 42
- 75 more added
- Sold out
- 32
- 78 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,992,407 | $173.7M | 0.01% | +451,790+3.9% | Added |
| Vanguard Group Inc | 11,702,838 | $169.5M | 0.00% | +1,101,325+10.4% | Added |
| Boston Partners | 9,000,332 | $130.3M | 0.17% | +3,186,699+54.8% | Added |
| JPMorgan Chase & Co | 7,020,169 | $101.7M | 0.01% | +6,448,568+1,128.2% | Added |
| BlackRock Inc. | 5,023,655 | $72.7M | 0.00% | −12,238−0.2% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $64.4M | 7.59% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 4,384,150 | $63.5M | 1.35% | 00.0% | Unchanged |
| Capital World Investors | 3,642,099 | $52.7M | 0.01% | +10,068+0.3% | Added |
| Davis Selected Advisers | 3,282,563 | $47.5M | 0.27% | −128,038−3.8% | Reduced |
| State Street Corp | 2,702,927 | $39.1M | 0.00% | +336,848+14.2% | Added |
| Morgan Stanley | 2,282,246 | $33.0M | 0.00% | −609,295−21.1% | Reduced |
| Renaissance Technologies LLC | 1,868,400 | $27.1M | 0.04% | −89,700−4.6% | Reduced |
| Geode Capital Management, LLC | 1,781,887 | $25.8M | 0.00% | +66,558+3.9% | Added |
| Bruni J V & Co | 1,665,735 | $24.1M | 2.99% | −6,242−0.4% | Reduced |
| Voloridge Investment Management, LLC | 1,473,629 | $21.3M | 0.08% | +1,372,080+1,351.2% | Added |
| Hillman Co | 1,259,179 | $18.2M | 8.57% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 716,974 | $10.4M | 0.00% | +35,470+5.2% | Added |
| Northern Trust Corp | 627,798 | $9.09M | 0.00% | +22,828+3.8% | Added |
| Legal & General Group Plc | 564,459 | $8.17M | 0.00% | +21,452+4.0% | Added |
| Millennium Management LLC | 521,489 | $7.55M | 0.01% | +328,711+170.5% | Added |
| First Trust Advisors LP | 519,214 | $7.52M | 0.01% | −416,001−44.5% | Reduced |
| QRG Capital Management, Inc. | 516,800 | $7.48M | 0.11% | −118,278−18.6% | Reduced |
| Capital Fund Management S.A. | 502,110 | $7.27M | 0.09% | +109,278+27.8% | Added |
| Nuveen Asset Management, LLC | 493,758 | $7.15M | 0.00% | −17,742−3.5% | Reduced |
| Mercer Global Advisors Inc | 473,712 | $6.86M | 0.02% | −103,417−17.9% | Reduced |
| Bank of America Corp | 465,864 | $6.75M | 0.00% | +233,388+100.4% | Added |
| Credit Suisse AG | 450,544 | $6.52M | 0.01% | −118,128−20.8% | Reduced |
| D. E. Shaw & Co., Inc. | 445,419 | $6.45M | 0.01% | +445,419 | New |
| Alight Capital Management LP | 425,000 | $6.15M | 1.97% | +425,000 | New |
| LPL Financial LLC | 368,095 | $5.33M | 0.00% | +64,652+21.3% | Added |
| Patient Capital Management, LLC | 356,677 | $5.16M | 0.27% | −40,000−10.1% | Reduced |
| Citadel Advisors LLC | 356,261 | $5.16M | 0.01% | +65,899+22.7% | Added |
| Bank of New York Mellon Corp | 350,042 | $5.07M | 0.00% | −80,209−18.6% | Reduced |
| Squarepoint Ops LLC | 330,553 | $4.79M | 0.02% | +307,327+1,323.2% | Added |
| EMG Holdings, L.P. | 288,290 | $4.17M | 3.59% | +288,235+524,063.6% | Added |
| Sculptor Capital LP | 285,500 | $4.13M | 0.10% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 249,878 | $3.62M | 0.63% | −3,202−1.3% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $3.49M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 233,208 | $3.38M | 0.00% | +21,419+10.1% | Added |
| Jane Street Group, LLC | 232,530 | $3.37M | 0.00% | +144,343+163.7% | Added |
| Swiss National Bank | 227,700 | $3.30M | 0.00% | −23,600−9.4% | Reduced |
| Invesco Ltd. | 225,946 | $3.27M | 0.00% | −2,731,814−92.4% | Reduced |
| Gotham Asset Management, LLC | 220,374 | $3.19M | 0.06% | −10,084−4.4% | Reduced |
| Wealthspire Advisors, LLC | 191,400 | $2.77M | 0.04% | −55,000−22.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 188,000 | $2.72M | 0.01% | +188,000 | New |
| EVR Research LP | 181,616 | $2.63M | 0.59% | +89,000+96.1% | Added |
| Kingfisher Capital LLC | 178,618 | $2.59M | 0.67% | +25,520+16.7% | Added |
| Raymond James & Associates | 172,308 | $2.50M | 0.00% | +10,314+6.4% | Added |
| Two Sigma Investments, LP | 168,745 | $2.44M | 0.01% | +58,045+52.4% | Added |
| Wells Fargo & Company | 154,623 | $2.24M | 0.00% | −18,014−10.4% | Reduced |
| Holocene Advisors, LP | 147,821 | $2.14M | 0.01% | +132,706+878.0% | Added |
| Clearstead Advisors, LLC | 139,056 | $2.01M | 0.11% | +138,806+55,522.4% | Added |
| Rhumbline Advisers | 132,619 | $1.92M | 0.00% | −8,300−5.9% | Reduced |
| Quantinno Capital Management LP | 129,432 | $1.87M | 0.07% | +69,226+115.0% | Added |
| UBS Group AG | 128,283 | $1.86M | 0.00% | +31,187+32.1% | Added |
| Bank of Nova Scotia | 127,900 | $1.85M | 0.00% | +127,900 | New |
| Brooktree Capital Management | 122,474 | $1.77M | 1.43% | −5,294−4.1% | Reduced |
| California State Teachers Retirement System | 122,394 | $1.77M | 0.00% | −6,618−5.1% | Reduced |
| Royal Bank of Canada | 117,233 | $1.70M | 0.00% | +16,532+16.4% | Added |
| UBS Asset Management Americas Inc | 116,577 | $1.69M | 0.00% | +7,873+7.2% | Added |
| State Board of Administration of Florida Retirement System | 115,880 | $1.68M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 113,543 | $1.64M | 0.01% | +113,543 | New |
| Ieq Capital, LLC | 100,067 | $1.45M | 0.02% | +67+0.1% | Added |
| USS Investment Management Ltd | 87,684 | $1.27M | 0.01% | +985+1.1% | Added |
| New York State Common Retirement Fund | 87,300 | $1.26M | 0.00% | −1,030−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 85,937 | $1.24M | 0.00% | +7,684+9.8% | Added |
| Missouri Trust & Investment Co | 83,550 | $1.21M | 0.49% | −5,225−5.9% | Reduced |
| Keebeck Wealth Management, LLC | 83,100 | $1.20M | 0.20% | +1,100+1.3% | Added |
| Quinn Opportunity Partners LLC | 80,106 | $1.16M | 0.13% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 80,000 | $1.16M | 0.35% | 00.0% | Unchanged |
| HCR Wealth Advisors | 76,295 | $1.10M | 0.17% | +6,423+9.2% | Added |
| Walleye Trading LLC | 74,789 | $1.08M | 0.02% | +65,170+677.5% | Added |
| Advisor Group Holdings, Inc. | 69,222 | $1.00M | 0.00% | −46,828−40.4% | Reduced |
| Alliancebernstein L.P. | 68,004 | $984.7K | 0.00% | −759−1.1% | Reduced |
| Jupiter Asset Management Ltd | 66,937 | $969.2K | 0.01% | +44,011+192.0% | Added |
| STRS Ohio | 66,228 | $958.0K | 0.00% | −46,972−41.5% | Reduced |
| Wolverine Trading, LLC | 64,893 | $939.7K | 0.01% | +18,570+40.1% | Added |
| SEI Investments Co | 62,688 | $907.8K | 0.00% | −29,819−32.2% | Reduced |
| Oak Thistle LLC | 62,168 | $900.2K | 0.26% | +26,948+76.5% | Added |
| Susquehanna International Group, LLP | 61,418 | $889.3K | 0.00% | +4,444+7.8% | Added |
| Nisa Investment Advisors, LLC | 61,200 | $886.2K | 0.01% | +61,200 | New |
| Barclays PLC | 58,968 | $853.9K | 0.00% | +6,161+11.7% | Added |
| Global Retirement Partners, LLC | 70,830 | $847.8K | 0.04% | +4,917+7.5% | Added |
| Integrated Investment Consultants, LLC | 55,653 | $805.9K | 0.25% | 00.0% | Unchanged |
| Huntington National Bank | 55,226 | $799.7K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 55,204 | $799.1K | 0.00% | +30.0% | Added |
| Price T Rowe Associates Inc | 53,531 | $776.0K | 0.00% | −1,702−3.1% | Reduced |
| Treasurer of the State of North Carolina | 52,280 | $757.0K | 0.00% | −2,680−4.9% | Reduced |
| Centiva Capital, LP | 51,091 | $739.8K | 0.05% | +51,091 | New |
| Public Employees Retirement System of Ohio | 49,361 | $714.7K | 0.00% | −1,613−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 48,024 | $695.4K | 0.00% | −57,731−54.6% | Reduced |
| HSBC Holdings PLC | 46,699 | $682.3K | 0.00% | +6,504+16.2% | Added |
| Wealth Management Associates, Inc. | 47,100 | $682.0K | 0.36% | +47,100 | New |
| Cresset Asset Management, LLC | 46,424 | $672.2K | 0.00% | +18,762+67.8% | Added |
| CIBC Private Wealth Group, LLC | 45,242 | $655.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 43,204 | $621.0K | 0.00% | +12,019+38.5% | Added |
| Quantbot Technologies LP | 41,472 | $600.5K | 0.03% | −129,032−75.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 40,618 | $588.0K | 0.00% | −13,657−25.2% | Reduced |
| Citigroup Inc | 38,689 | $560.2K | 0.00% | +31,503+438.4% | Added |
| Axq Capital, LP | 36,968 | $535.3K | 0.14% | −19,700−34.8% | Reduced |