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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 16,028 | $240.0K | 0.00% | +11,200+232.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,213 | $243.0K | 0.00% | −3,300−15.3% | Reduced |
| Manufacturers Life Insurance Company, The | 16,829 | $243.7K | 0.00% | +333+2.0% | Added |
| Amalgamated Bank | 17,017 | $246.0K | 0.00% | −11,706−40.8% | Reduced |
| AQR Capital Management LLC | 17,237 | $249.6K | 0.00% | +17,237 | New |
| Boothbay Fund Management, LLC | 17,624 | $255.2K | 0.01% | +232+1.3% | Added |
| Public Employees Retirement Association of Colorado | 18,076 | $262.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,450 | $267.0K | 0.00% | −35,536−65.8% | Reduced |
| Wealthcare Advisory Partners LLC | 18,452 | $267.2K | 0.01% | −3,051−14.2% | Reduced |
| Tudor Investment Corp Et Al | 18,861 | $273.1K | 0.00% | +18,861 | New |
| Verition Fund Management LLC | 19,206 | $278.1K | 0.00% | +19,206 | New |
| Pointe Capital Management LLC | 20,030 | $290.0K | 0.20% | −18,840−48.5% | Reduced |
| FORA Capital, LLC | 20,738 | $300.3K | 0.03% | +20,738 | New |
| Wealth Enhancement Advisory Services, LLC | 20,785 | $301.0K | 0.00% | +20,785 | New |
| MML Investors Services, LLC | 21,004 | $304.0K | 0.00% | +108+0.5% | Added |
| Marshall Wace, LLP | 21,028 | $304.5K | 0.00% | −49,367−70.1% | Reduced |
| Epacria Capital Partners, LLC | 21,571 | $312.3K | 0.25% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 21,918 | $317.4K | 0.00% | +21,918 | New |
| Vident Advisory, LLC | 24,711 | $357.8K | 0.01% | +13,596+122.3% | Added |
| Schonfeld Strategic Advisors LLC | 24,792 | $359.0K | 0.00% | −211,108−89.5% | Reduced |
| MAI Capital Management | 24,877 | $360.2K | 0.00% | +59+0.2% | Added |
| Penserra Capital Management LLC | 25,744 | $372.0K | 0.01% | −2,014−7.3% | Reduced |
| Greenland Capital Management LP | 26,000 | $376.5K | 0.06% | +26,000 | New |
| Gsa Capital Partners LLP | 26,325 | $381.0K | 0.03% | +26,325 | New |
| Palogic Value Management, L.P. | 26,335 | $381.3K | 0.17% | +3,234+14.0% | Added |
| Macquarie Group Ltd | 26,450 | $383.0K | 0.00% | +26,450 | New |
| Voya Investment Management LLC | 27,953 | $404.8K | 0.00% | −2,514−8.3% | Reduced |
| DMG Group, LLC | 28,048 | $406.1K | 0.38% | +6,903+32.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,153 | $422.1K | 0.00% | +8,269+39.6% | Added |
| Goldman Sachs Group Inc | 31,795 | $460.4K | 0.00% | −22,869−41.8% | Reduced |
| Simplex Trading, LLC | 32,200 | $466.0K | 0.01% | +32,200 | New |
| Arizona State Retirement System | 32,297 | $467.7K | 0.00% | −249−0.8% | Reduced |
| Mariner, LLC | 32,590 | $471.9K | 0.00% | −625−1.9% | Reduced |
| State of Wyoming | 32,807 | $475.0K | 0.09% | +29,456+879.0% | Added |
| First Eagle Investment Management, LLC | 35,649 | $516.2K | 0.00% | +500+1.4% | Added |
| Intrinsic Value Partners, LLC | 35,890 | $519.7K | 0.61% | −1,350−3.6% | Reduced |
| Envestnet Asset Management Inc | 36,551 | $529.3K | 0.00% | +20,682+130.3% | Added |
| Axq Capital, LP | 36,968 | $535.3K | 0.14% | −19,700−34.8% | Reduced |
| Citigroup Inc | 38,689 | $560.2K | 0.00% | +31,503+438.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,618 | $588.0K | 0.00% | −13,657−25.2% | Reduced |
| Quantbot Technologies LP | 41,472 | $600.5K | 0.03% | −129,032−75.7% | Reduced |
| Great West Life Assurance Co | 43,204 | $621.0K | 0.00% | +12,019+38.5% | Added |
| CIBC Private Wealth Group, LLC | 45,242 | $655.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,424 | $672.2K | 0.00% | +18,762+67.8% | Added |
| Wealth Management Associates, Inc. | 47,100 | $682.0K | 0.36% | +47,100 | New |
| HSBC Holdings PLC | 46,699 | $682.3K | 0.00% | +6,504+16.2% | Added |
| Allspring Global Investments Holdings, LLC | 48,024 | $695.4K | 0.00% | −57,731−54.6% | Reduced |
| Public Employees Retirement System of Ohio | 49,361 | $714.7K | 0.00% | −1,613−3.2% | Reduced |
| Centiva Capital, LP | 51,091 | $739.8K | 0.05% | +51,091 | New |
| Treasurer of the State of North Carolina | 52,280 | $757.0K | 0.00% | −2,680−4.9% | Reduced |
| Price T Rowe Associates Inc | 53,531 | $776.0K | 0.00% | −1,702−3.1% | Reduced |
| Janus Henderson Group PLC | 55,204 | $799.1K | 0.00% | +30.0% | Added |
| Huntington National Bank | 55,226 | $799.7K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 55,653 | $805.9K | 0.25% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 70,830 | $847.8K | 0.04% | +4,917+7.5% | Added |
| Barclays PLC | 58,968 | $853.9K | 0.00% | +6,161+11.7% | Added |
| Nisa Investment Advisors, LLC | 61,200 | $886.2K | 0.01% | +61,200 | New |
| Susquehanna International Group, LLP | 61,418 | $889.3K | 0.00% | +4,444+7.8% | Added |
| Oak Thistle LLC | 62,168 | $900.2K | 0.26% | +26,948+76.5% | Added |
| SEI Investments Co | 62,688 | $907.8K | 0.00% | −29,819−32.2% | Reduced |
| Wolverine Trading, LLC | 64,893 | $939.7K | 0.01% | +18,570+40.1% | Added |
| STRS Ohio | 66,228 | $958.0K | 0.00% | −46,972−41.5% | Reduced |
| Jupiter Asset Management Ltd | 66,937 | $969.2K | 0.01% | +44,011+192.0% | Added |
| Alliancebernstein L.P. | 68,004 | $984.7K | 0.00% | −759−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 69,222 | $1.00M | 0.00% | −46,828−40.4% | Reduced |
| Walleye Trading LLC | 74,789 | $1.08M | 0.02% | +65,170+677.5% | Added |
| HCR Wealth Advisors | 76,295 | $1.10M | 0.17% | +6,423+9.2% | Added |
| Aspen Grove Capital, LLC | 80,000 | $1.16M | 0.35% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 80,106 | $1.16M | 0.13% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 83,100 | $1.20M | 0.20% | +1,100+1.3% | Added |
| Missouri Trust & Investment Co | 83,550 | $1.21M | 0.49% | −5,225−5.9% | Reduced |
| Commonwealth Equity Services, LLC | 85,937 | $1.24M | 0.00% | +7,684+9.8% | Added |
| New York State Common Retirement Fund | 87,300 | $1.26M | 0.00% | −1,030−1.2% | Reduced |
| USS Investment Management Ltd | 87,684 | $1.27M | 0.01% | +985+1.1% | Added |
| Ieq Capital, LLC | 100,067 | $1.45M | 0.02% | +67+0.1% | Added |
| HRT Financial LP | 113,543 | $1.64M | 0.01% | +113,543 | New |
| State Board of Administration of Florida Retirement System | 115,880 | $1.68M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 116,577 | $1.69M | 0.00% | +7,873+7.2% | Added |
| Royal Bank of Canada | 117,233 | $1.70M | 0.00% | +16,532+16.4% | Added |
| California State Teachers Retirement System | 122,394 | $1.77M | 0.00% | −6,618−5.1% | Reduced |
| Brooktree Capital Management | 122,474 | $1.77M | 1.43% | −5,294−4.1% | Reduced |
| Bank of Nova Scotia | 127,900 | $1.85M | 0.00% | +127,900 | New |
| UBS Group AG | 128,283 | $1.86M | 0.00% | +31,187+32.1% | Added |
| Quantinno Capital Management LP | 129,432 | $1.87M | 0.07% | +69,226+115.0% | Added |
| Rhumbline Advisers | 132,619 | $1.92M | 0.00% | −8,300−5.9% | Reduced |
| Clearstead Advisors, LLC | 139,056 | $2.01M | 0.11% | +138,806+55,522.4% | Added |
| Holocene Advisors, LP | 147,821 | $2.14M | 0.01% | +132,706+878.0% | Added |
| Wells Fargo & Company | 154,623 | $2.24M | 0.00% | −18,014−10.4% | Reduced |
| Two Sigma Investments, LP | 168,745 | $2.44M | 0.01% | +58,045+52.4% | Added |
| Raymond James & Associates | 172,308 | $2.50M | 0.00% | +10,314+6.4% | Added |
| Kingfisher Capital LLC | 178,618 | $2.59M | 0.67% | +25,520+16.7% | Added |
| EVR Research LP | 181,616 | $2.63M | 0.59% | +89,000+96.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 188,000 | $2.72M | 0.01% | +188,000 | New |
| Wealthspire Advisors, LLC | 191,400 | $2.77M | 0.04% | −55,000−22.3% | Reduced |
| Gotham Asset Management, LLC | 220,374 | $3.19M | 0.06% | −10,084−4.4% | Reduced |
| Invesco Ltd. | 225,946 | $3.27M | 0.00% | −2,731,814−92.4% | Reduced |
| Swiss National Bank | 227,700 | $3.30M | 0.00% | −23,600−9.4% | Reduced |
| Jane Street Group, LLC | 232,530 | $3.37M | 0.00% | +144,343+163.7% | Added |
| Dimensional Fund Advisors LP | 233,208 | $3.38M | 0.00% | +21,419+10.1% | Added |
| Allianz Asset Management GmbH | 241,300 | $3.49M | 0.01% | 00.0% | Unchanged |