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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.79K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $5.53K | 0.00% | −57−11.5% | Reduced |
| Ci Investments Inc. | 338 | $5.00K | 0.00% | +33+10.8% | Added |
| Ancora Advisors, LLC | 310 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $4.17K | 0.00% | +288 | New |
| Wetzel Investment Advisors, Inc. | 260 | $4.00K | 0.00% | +260 | New |
| IFP Advisors, Inc | 226 | $3.27K | 0.00% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 204 | $2.95K | 0.00% | +127+164.9% | Added |
| 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 |
| Quent Capital, LLC | 194 | $2.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $2.49K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 167 | $2.42K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 200 | $2.39K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 184 | $2.00K | 0.00% | +184 | New |
| Arlington Trust Co LLC | 134 | $1.94K | 0.00% | +134 | New |
| Tompkins Financial Corp | 118 | $1.71K | 0.00% | +118 | New |
| Parkside Financial Bank & Trust | 106 | $1.54K | 0.00% | +83+360.9% | Added |
| Winthrop Capital Management, LLC | 106 | $1.53K | 0.00% | +106 | New |
| ICA Group Wealth Management, LLC | 100 | $1.45K | 0.00% | +100 | New |
| Asset Dedication, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $869 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 73 | $821 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $695 | 0.00% | +41+585.7% | Added |
| Toronto Dominion Bank | 38 | $550 | 0.00% | +20+111.1% | Added |
| Farther Finance Advisors, LLC | 37 | $536 | 0.00% | −33−47.1% | Reduced |
| Richard W. Paul & Associates, LLC | 20 | $290 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $160 | 0.00% | −1−8.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $58 | 0.00% | −1−20.0% | Reduced |
| Gradient Investments LLC | 0 | $6 | 0.00% | 0 | New |
| Covestor Ltd | 14 | $0 | 0.00% | −753−98.2% | Reduced |
| 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 |