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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 36,551 | $529.3K | 0.00% | +20,682+130.3% | Added |
| Intrinsic Value Partners, LLC | 35,890 | $519.7K | 0.61% | −1,350−3.6% | Reduced |
| First Eagle Investment Management, LLC | 35,649 | $516.2K | 0.00% | +500+1.4% | Added |
| State of Wyoming | 32,807 | $475.0K | 0.09% | +29,456+879.0% | Added |
| Mariner, LLC | 32,590 | $471.9K | 0.00% | −625−1.9% | Reduced |
| Arizona State Retirement System | 32,297 | $467.7K | 0.00% | −249−0.8% | Reduced |
| Simplex Trading, LLC | 32,200 | $466.0K | 0.01% | +32,200 | New |
| Goldman Sachs Group Inc | 31,795 | $460.4K | 0.00% | −22,869−41.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,153 | $422.1K | 0.00% | +8,269+39.6% | Added |
| DMG Group, LLC | 28,048 | $406.1K | 0.38% | +6,903+32.6% | Added |
| Voya Investment Management LLC | 27,953 | $404.8K | 0.00% | −2,514−8.3% | Reduced |
| Macquarie Group Ltd | 26,450 | $383.0K | 0.00% | +26,450 | New |
| Palogic Value Management, L.P. | 26,335 | $381.3K | 0.17% | +3,234+14.0% | Added |
| Gsa Capital Partners LLP | 26,325 | $381.0K | 0.03% | +26,325 | New |
| Greenland Capital Management LP | 26,000 | $376.5K | 0.06% | +26,000 | New |
| Penserra Capital Management LLC | 25,744 | $372.0K | 0.01% | −2,014−7.3% | Reduced |
| MAI Capital Management | 24,877 | $360.2K | 0.00% | +59+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 24,792 | $359.0K | 0.00% | −211,108−89.5% | Reduced |
| Vident Advisory, LLC | 24,711 | $357.8K | 0.01% | +13,596+122.3% | Added |
| Private Advisor Group, LLC | 21,918 | $317.4K | 0.00% | +21,918 | New |
| Epacria Capital Partners, LLC | 21,571 | $312.3K | 0.25% | 00.0% | Unchanged |
| Marshall Wace, LLP | 21,028 | $304.5K | 0.00% | −49,367−70.1% | Reduced |
| MML Investors Services, LLC | 21,004 | $304.0K | 0.00% | +108+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,785 | $301.0K | 0.00% | +20,785 | New |
| FORA Capital, LLC | 20,738 | $300.3K | 0.03% | +20,738 | New |
| Pointe Capital Management LLC | 20,030 | $290.0K | 0.20% | −18,840−48.5% | Reduced |
| Verition Fund Management LLC | 19,206 | $278.1K | 0.00% | +19,206 | New |
| Tudor Investment Corp Et Al | 18,861 | $273.1K | 0.00% | +18,861 | New |
| Wealthcare Advisory Partners LLC | 18,452 | $267.2K | 0.01% | −3,051−14.2% | Reduced |
| Handelsbanken Fonder AB | 18,450 | $267.0K | 0.00% | −35,536−65.8% | Reduced |
| Public Employees Retirement Association of Colorado | 18,076 | $262.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,624 | $255.2K | 0.01% | +232+1.3% | Added |
| AQR Capital Management LLC | 17,237 | $249.6K | 0.00% | +17,237 | New |
| Amalgamated Bank | 17,017 | $246.0K | 0.00% | −11,706−40.8% | Reduced |
| Manufacturers Life Insurance Company, The | 16,829 | $243.7K | 0.00% | +333+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,213 | $243.0K | 0.00% | −3,300−15.3% | Reduced |
| DekaBank Deutsche Girozentrale | 16,028 | $240.0K | 0.00% | +11,200+232.0% | Added |
| JustInvest LLC | 16,226 | $235.0K | 0.01% | +3,533+27.8% | Added |
| Victory Capital Management Inc | 15,845 | $229.4K | 0.00% | −54,011−77.3% | Reduced |
| Pictet Asset Management Holding SA | 15,833 | $229.3K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,403 | $223.0K | 0.00% | −4,757−23.6% | Reduced |
| Tower Research Capital LLC (TRC) | 14,847 | $215.0K | 0.00% | −8,430−36.2% | Reduced |
| Bank of Montreal | 14,226 | $213.7K | 0.00% | +14,226 | New |
| Truist Financial Corp | 14,656 | $212.2K | 0.00% | −4,876−25.0% | Reduced |
| Cetera Advisor Networks LLC | 14,018 | $203.0K | 0.00% | −104−0.7% | Reduced |
| Aigen Investment Management, LP | 13,771 | $199.4K | 0.04% | −82,280−85.7% | Reduced |
| Capula Management Ltd | 13,651 | $197.7K | 0.01% | +13,651 | New |
| First Affirmative Financial Network | 13,450 | $194.8K | 0.16% | +2,052+18.0% | Added |
| Ossiam | 12,950 | $187.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,667 | $183.0K | 0.00% | −27,266−68.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,349 | $178.8K | 0.00% | +12,349 | New |
| J. Goldman & Co LP | 11,299 | $163.6K | 0.01% | +11,299 | New |
| Cetera Investment Advisers | 10,998 | $159.3K | 0.00% | −3,912−26.2% | Reduced |
| State of Wisconsin Investment Board | 10,957 | $158.7K | 0.00% | −2,880−20.8% | Reduced |
| Ameriprise Financial Inc | 10,348 | $149.8K | 0.00% | +10,348 | New |
| Chiron Capital Management, LLC | 10,100 | $146.2K | 0.13% | −100−1.0% | Reduced |
| Deutsche Bank AG | 10,000 | $144.8K | 0.00% | +5,276+111.7% | Added |
| Cranbrook Wealth Management, LLC | 8,644 | $125.2K | 0.03% | −1,356−13.6% | Reduced |
| Garner Asset Management Corp | 10,620 | $120.9K | 0.06% | −400−3.6% | Reduced |
| Amundi | 8,783 | $112.6K | 0.00% | −3,361−27.7% | Reduced |
| Westpac Banking Corp | 5,927 | $85.8K | 0.01% | +2,264+61.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,376 | $63.4K | 0.00% | +741+20.4% | Added |
| MetLife Investment Management | 4,030 | $58.4K | 0.00% | −316−7.3% | Reduced |
| CWM, LLC | 3,656 | $53.0K | 0.00% | −1,037−22.1% | Reduced |
| US Bancorp | 3,224 | $46.7K | 0.00% | −1,038−24.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,196 | $46.3K | 0.00% | −948−22.9% | Reduced |
| Smartleaf Asset Management LLC | 2,812 | $42.2K | 0.01% | +2,812 | New |
| Beacon Capital Management, LLC | 5,000 | $40.9K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,550 | $36.9K | 0.01% | +2,550 | New |
| S.A. Mason LLC | 2,500 | $36.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,460 | $35.6K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,317 | $33.6K | 0.00% | +2,317 | New |
| Vima LLC | 2,124 | $30.8K | 0.07% | +2,124 | New |
| Highlander Capital Management, LLC | 2,100 | $30.4K | 0.01% | +500+31.3% | Added |
| Quarry LP | 2,021 | $29.3K | 0.01% | −534−20.9% | Reduced |
| National Bank of Canada | 1,990 | $28.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,784 | $25.8K | 0.00% | +1,784 | New |
| Central Trust Co | 1,700 | $24.6K | 0.00% | −1,350−44.3% | Reduced |
| Allworth Financial LP | 1,625 | $23.5K | 0.00% | +283+21.1% | Added |
| Hexagon Capital Partners LLC | 1,550 | $22.4K | 0.01% | −137−8.1% | Reduced |
| GAMMA Investing LLC | 1,655 | $20.4K | 0.01% | +1,655 | New |
| Quadrant Capital Group LLC | 1,347 | $19.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,336 | $19.3K | 0.00% | −120−8.2% | Reduced |
| Signaturefd, LLC | 1,280 | $18.5K | 0.00% | −878−40.7% | Reduced |
| Atlas Capital Advisors LLC | 1,001 | $14.5K | 0.00% | +1,001 | New |
| Harbour Investments, Inc. | 1,000 | $14.5K | 0.00% | −100−9.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 930 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 750 | $10.9K | 0.02% | +750 | New |
| Advisory Services Network, LLC | 710 | $10.3K | 0.00% | +710 | New |
| Parallel Advisors, LLC | 629 | $9.11K | 0.00% | +295+88.3% | Added |
| Bartlett & Co. LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 548 | $7.94K | 0.00% | +376+218.6% | Added |
| Comerica Bank | 546 | $7.91K | 0.00% | −8,117−93.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $7.50K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 511 | $7.40K | 0.00% | +331+183.9% | Added |
| 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 |
| Fortitude Family Office, LLC | 498 | $7.21K | 0.01% | +498 | New |
| Glassman Wealth Services | 496 | $7.18K | 0.00% | −17−3.3% | Reduced |
| Delta Asset Management LLC | 400 | $5.79K | 0.00% | 00.0% | Unchanged |