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 |
|---|---|---|---|---|---|
| Greylin Investment Mangement Inc | 249,878 | $3.62M | 0.63% | −3,202−1.3% | Reduced |
| Sculptor Capital LP | 285,500 | $4.13M | 0.10% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 288,290 | $4.17M | 3.59% | +288,235+524,063.6% | Added |
| Squarepoint Ops LLC | 330,553 | $4.79M | 0.02% | +307,327+1,323.2% | Added |
| Bank of New York Mellon Corp | 350,042 | $5.07M | 0.00% | −80,209−18.6% | Reduced |
| Citadel Advisors LLC | 356,261 | $5.16M | 0.01% | +65,899+22.7% | Added |
| Patient Capital Management, LLC | 356,677 | $5.16M | 0.27% | −40,000−10.1% | Reduced |
| LPL Financial LLC | 368,095 | $5.33M | 0.00% | +64,652+21.3% | Added |
| Alight Capital Management LP | 425,000 | $6.15M | 1.97% | +425,000 | New |
| D. E. Shaw & Co., Inc. | 445,419 | $6.45M | 0.01% | +445,419 | New |
| Credit Suisse AG | 450,544 | $6.52M | 0.01% | −118,128−20.8% | Reduced |
| Bank of America Corp | 465,864 | $6.75M | 0.00% | +233,388+100.4% | Added |
| Mercer Global Advisors Inc | 473,712 | $6.86M | 0.02% | −103,417−17.9% | Reduced |
| Nuveen Asset Management, LLC | 493,758 | $7.15M | 0.00% | −17,742−3.5% | Reduced |
| Capital Fund Management S.A. | 502,110 | $7.27M | 0.09% | +109,278+27.8% | Added |
| QRG Capital Management, Inc. | 516,800 | $7.48M | 0.11% | −118,278−18.6% | Reduced |
| First Trust Advisors LP | 519,214 | $7.52M | 0.01% | −416,001−44.5% | Reduced |
| Millennium Management LLC | 521,489 | $7.55M | 0.01% | +328,711+170.5% | Added |
| Legal & General Group Plc | 564,459 | $8.17M | 0.00% | +21,452+4.0% | Added |
| Northern Trust Corp | 627,798 | $9.09M | 0.00% | +22,828+3.8% | Added |
| Charles Schwab Investment Management Inc | 716,974 | $10.4M | 0.00% | +35,470+5.2% | Added |
| Hillman Co | 1,259,179 | $18.2M | 8.57% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 1,473,629 | $21.3M | 0.08% | +1,372,080+1,351.2% | Added |
| Bruni J V & Co | 1,665,735 | $24.1M | 2.99% | −6,242−0.4% | Reduced |
| Geode Capital Management, LLC | 1,781,887 | $25.8M | 0.00% | +66,558+3.9% | Added |
| Renaissance Technologies LLC | 1,868,400 | $27.1M | 0.04% | −89,700−4.6% | Reduced |
| Morgan Stanley | 2,282,246 | $33.0M | 0.00% | −609,295−21.1% | Reduced |
| State Street Corp | 2,702,927 | $39.1M | 0.00% | +336,848+14.2% | Added |
| Davis Selected Advisers | 3,282,563 | $47.5M | 0.27% | −128,038−3.8% | Reduced |
| Capital World Investors | 3,642,099 | $52.7M | 0.01% | +10,068+0.3% | Added |
| Caledonia (Private) Investments Pty Ltd | 4,384,150 | $63.5M | 1.35% | 00.0% | Unchanged |
| Technology Crossover Management X, Ltd. | 4,450,000 | $64.4M | 7.59% | 00.0% | Unchanged |
| BlackRock Inc. | 5,023,655 | $72.7M | 0.00% | −12,238−0.2% | Reduced |
| JPMorgan Chase & Co | 7,020,169 | $101.7M | 0.01% | +6,448,568+1,128.2% | Added |
| Boston Partners | 9,000,332 | $130.3M | 0.17% | +3,186,699+54.8% | Added |
| Vanguard Group Inc | 11,702,838 | $169.5M | 0.00% | +1,101,325+10.4% | Added |
| FMR LLC | 11,992,407 | $173.7M | 0.01% | +451,790+3.9% | Added |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −1,450,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −614,366−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −157,741−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −102,113−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −111,403−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −102,227−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −64,474−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −58,322−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −47,152−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −38,211−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −36,877−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −34,915−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −27,399−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −26,257−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −19,363−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −17,495−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,431−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −15,445−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,217−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −11,664−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,017−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |