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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −753−98.2% | Reduced |
| Gradient Investments LLC | 0 | $6 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 4 | $58 | 0.00% | −1−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $160 | 0.00% | −1−8.3% | Reduced |
| Richard W. Paul & Associates, LLC | 20 | $290 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37 | $536 | 0.00% | −33−47.1% | Reduced |
| Toronto Dominion Bank | 38 | $550 | 0.00% | +20+111.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $695 | 0.00% | +41+585.7% | Added |
| Semmax Financial Advisors Inc. | 73 | $821 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $869 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $1.45K | 0.00% | +100 | New |
| Winthrop Capital Management, LLC | 106 | $1.53K | 0.00% | +106 | New |
| Parkside Financial Bank & Trust | 106 | $1.54K | 0.00% | +83+360.9% | Added |
| Tompkins Financial Corp | 118 | $1.71K | 0.00% | +118 | New |
| Arlington Trust Co LLC | 134 | $1.94K | 0.00% | +134 | New |
| Hantz Financial Services, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 184 | $2.00K | 0.00% | +184 | New |
| Kozak & Associates, Inc. | 200 | $2.39K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $2.42K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $2.49K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $2.81K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $2.90K | 0.00% | −100−33.3% | Reduced |
| Baystate Wealth Management LLC | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $2.90K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 204 | $2.95K | 0.00% | +127+164.9% | Added |
| IFP Advisors, Inc | 226 | $3.27K | 0.00% | +1+0.4% | Added |
| Wetzel Investment Advisors, Inc. | 260 | $4.00K | 0.00% | +260 | New |
| Bruce G. Allen Investments, LLC | 288 | $4.17K | 0.00% | +288 | New |
| Ancora Advisors, LLC | 310 | $4.49K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 338 | $5.00K | 0.00% | +33+10.8% | Added |
| TD Waterhouse Canada Inc. | 437 | $5.53K | 0.00% | −57−11.5% | Reduced |
| Delta Asset Management LLC | 400 | $5.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.79K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 496 | $7.18K | 0.00% | −17−3.3% | Reduced |
| Fortitude Family Office, LLC | 498 | $7.21K | 0.01% | +498 | New |
| North Star Investment Management Corp. | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 511 | $7.40K | 0.00% | +331+183.9% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $7.50K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 546 | $7.91K | 0.00% | −8,117−93.7% | Reduced |
| Venturi Wealth Management, LLC | 548 | $7.94K | 0.00% | +376+218.6% | Added |
| Bartlett & Co. LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 629 | $9.11K | 0.00% | +295+88.3% | Added |
| Advisory Services Network, LLC | 710 | $10.3K | 0.00% | +710 | New |
| Wiser Advisor Group LLC | 750 | $10.9K | 0.02% | +750 | New |
| Steward Partners Investment Advisory, LLC | 930 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $14.5K | 0.00% | −100−9.1% | Reduced |
| Atlas Capital Advisors LLC | 1,001 | $14.5K | 0.00% | +1,001 | New |
| Signaturefd, LLC | 1,280 | $18.5K | 0.00% | −878−40.7% | Reduced |
| American International Group, Inc. | 1,336 | $19.3K | 0.00% | −120−8.2% | Reduced |
| Quadrant Capital Group LLC | 1,347 | $19.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,655 | $20.4K | 0.01% | +1,655 | New |
| Hexagon Capital Partners LLC | 1,550 | $22.4K | 0.01% | −137−8.1% | Reduced |
| Allworth Financial LP | 1,625 | $23.5K | 0.00% | +283+21.1% | Added |
| Central Trust Co | 1,700 | $24.6K | 0.00% | −1,350−44.3% | Reduced |
| Principal Securities, Inc. | 1,784 | $25.8K | 0.00% | +1,784 | New |
| National Bank of Canada | 1,990 | $28.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,021 | $29.3K | 0.01% | −534−20.9% | Reduced |
| Highlander Capital Management, LLC | 2,100 | $30.4K | 0.01% | +500+31.3% | Added |
| Vima LLC | 2,124 | $30.8K | 0.07% | +2,124 | New |
| SYSTM Wealth Solutions LLC | 2,317 | $33.6K | 0.00% | +2,317 | New |
| Atlantic Private Wealth, LLC | 2,460 | $35.6K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,500 | $36.2K | 0.02% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,550 | $36.9K | 0.01% | +2,550 | New |
| Beacon Capital Management, LLC | 5,000 | $40.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,812 | $42.2K | 0.01% | +2,812 | New |
| The PNC Financial Services Group, Inc. | 3,196 | $46.3K | 0.00% | −948−22.9% | Reduced |
| US Bancorp | 3,224 | $46.7K | 0.00% | −1,038−24.4% | Reduced |
| CWM, LLC | 3,656 | $53.0K | 0.00% | −1,037−22.1% | Reduced |
| MetLife Investment Management | 4,030 | $58.4K | 0.00% | −316−7.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,376 | $63.4K | 0.00% | +741+20.4% | Added |
| Westpac Banking Corp | 5,927 | $85.8K | 0.01% | +2,264+61.8% | Added |
| Amundi | 8,783 | $112.6K | 0.00% | −3,361−27.7% | Reduced |
| Garner Asset Management Corp | 10,620 | $120.9K | 0.06% | −400−3.6% | Reduced |
| Cranbrook Wealth Management, LLC | 8,644 | $125.2K | 0.03% | −1,356−13.6% | Reduced |
| Deutsche Bank AG | 10,000 | $144.8K | 0.00% | +5,276+111.7% | Added |
| Chiron Capital Management, LLC | 10,100 | $146.2K | 0.13% | −100−1.0% | Reduced |
| Ameriprise Financial Inc | 10,348 | $149.8K | 0.00% | +10,348 | New |
| State of Wisconsin Investment Board | 10,957 | $158.7K | 0.00% | −2,880−20.8% | Reduced |
| Cetera Investment Advisers | 10,998 | $159.3K | 0.00% | −3,912−26.2% | Reduced |
| J. Goldman & Co LP | 11,299 | $163.6K | 0.01% | +11,299 | New |
| Raymond James Financial Services Advisors, Inc. | 12,349 | $178.8K | 0.00% | +12,349 | New |
| HighTower Advisors, LLC | 12,667 | $183.0K | 0.00% | −27,266−68.3% | Reduced |
| Ossiam | 12,950 | $187.5K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 13,450 | $194.8K | 0.16% | +2,052+18.0% | Added |
| Capula Management Ltd | 13,651 | $197.7K | 0.01% | +13,651 | New |
| Aigen Investment Management, LP | 13,771 | $199.4K | 0.04% | −82,280−85.7% | Reduced |
| Cetera Advisor Networks LLC | 14,018 | $203.0K | 0.00% | −104−0.7% | Reduced |
| Truist Financial Corp | 14,656 | $212.2K | 0.00% | −4,876−25.0% | Reduced |
| Bank of Montreal | 14,226 | $213.7K | 0.00% | +14,226 | New |
| Tower Research Capital LLC (TRC) | 14,847 | $215.0K | 0.00% | −8,430−36.2% | Reduced |
| Park Avenue Securities LLC | 15,403 | $223.0K | 0.00% | −4,757−23.6% | Reduced |
| Pictet Asset Management Holding SA | 15,833 | $229.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,845 | $229.4K | 0.00% | −54,011−77.3% | Reduced |
| JustInvest LLC | 16,226 | $235.0K | 0.01% | +3,533+27.8% | Added |