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, Q1 2024
Institutional positions in Rocket Companies, Inc. as of Mar 31, 2024. 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
- 238
- +3 vs. Q4 2023
- Shares held
- 94.7M
- +4.07M (+4.5%) vs. Q4 2023
- Total value
- $1.38B
- +$65.2M (+5.0%) vs. Q4 2023
- New holders
- 43
- 76 more added
- Sold out
- 40
- 67 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Gradient Investments LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $30 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 4 | $59 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $135 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 13 | $190 | 0.00% | +2+18.2% | Added |
| Toronto Dominion Bank | 16 | $233 | 0.00% | −22−57.9% | Reduced |
| Richard W. Paul & Associates, LLC | 20 | $291 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $698 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $873 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 73 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 83 | $1.21K | 0.00% | +83 | New |
| ICA Group Wealth Management, LLC | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $1.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $1.63K | 0.00% | +112 | New |
| Hantz Financial Services, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $2.50K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 200 | $2.78K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $2.82K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.91K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $2.91K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $2.91K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 204 | $2.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 230 | $3.35K | 0.00% | +4+1.8% | Added |
| Bullock Wealth Management Group | 260 | $3.60K | 0.00% | +260 | New |
| Bruce G. Allen Investments, LLC | 288 | $4.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 306 | $4.45K | 0.00% | +106+53.0% | Added |
| Ancora Advisors, LLC | 310 | $4.51K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 408 | $4.70K | 0.00% | +148+56.9% | Added |
| Comerica Bank | 327 | $4.76K | 0.00% | −219−40.1% | Reduced |
| TD Waterhouse Canada Inc. | 437 | $5.75K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.82K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 412 | $6.00K | 0.00% | +74+21.9% | Added |
| Quarry LP | 454 | $6.61K | 0.00% | −1,567−77.5% | Reduced |
| Fortitude Family Office, LLC | 498 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $7.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.28K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $7.28K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 556 | $8.09K | 0.00% | +45+8.8% | Added |
| Mather Group, LLC. | 631 | $9.14K | 0.00% | +631 | New |
| Parallel Advisors, LLC | 661 | $9.62K | 0.00% | +32+5.1% | Added |
| Venturi Wealth Management, LLC | 678 | $9.87K | 0.00% | +130+23.7% | Added |
| Quadrant Capital Group LLC | 690 | $10.0K | 0.00% | −657−48.8% | Reduced |
| Farther Finance Advisors, LLC | 737 | $10.2K | 0.00% | +700+1,891.9% | Added |
| Wiser Advisor Group LLC | 750 | $10.9K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,000 | $14.6K | 0.01% | +1,000 | New |
| Principal Securities, Inc. | 1,042 | $15.2K | 0.00% | −742−41.6% | Reduced |
| Signaturefd, LLC | 1,296 | $18.9K | 0.00% | +16+1.3% | Added |
| American International Group, Inc. | 1,327 | $19.3K | 0.00% | −9−0.7% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $22.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,625 | $23.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,636 | $23.8K | 0.00% | −1,176−41.8% | Reduced |
| National Bank of Canada | 1,990 | $27.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,905 | $27.7K | 0.01% | +250+15.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,930 | $28.1K | 0.00% | +1,000+107.5% | Added |
| Highlander Capital Management, LLC | 2,100 | $30.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,430 | $35.4K | 0.00% | +2,430 | New |
| Atlantic Private Wealth, LLC | 2,460 | $35.8K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,500 | $36.4K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,504 | $36.4K | 0.00% | +187+8.1% | Added |
| Cutler Group LP | 2,934 | $42.0K | 0.02% | +2,934 | New |
| The PNC Financial Services Group, Inc. | 3,158 | $45.9K | 0.00% | −38−1.2% | Reduced |
| US Bancorp | 3,224 | $46.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,294 | $47.9K | 0.01% | −29,513−90.0% | Reduced |
| MetLife Investment Management | 4,041 | $58.8K | 0.00% | +11+0.3% | Added |
| nVerses Capital, LLC | 4,100 | $59.7K | 0.14% | +4,100 | New |
| Northwestern Mutual Wealth Management Co | 4,504 | $65.5K | 0.00% | +128+2.9% | Added |
| Beacon Capital Management, LLC | 5,000 | $72.8K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,290 | $77.0K | 0.07% | +5,290 | New |
| Westpac Banking Corp | 5,927 | $86.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,024 | $88.0K | 0.00% | +2,368+64.8% | Added |
| Amundi | 8,783 | $101.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,139 | $103.9K | 0.00% | −7,708−51.9% | Reduced |
| Cranbrook Wealth Management, LLC | 8,644 | $125.8K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,094 | $146.9K | 0.01% | +10,094 | New |
| Axq Capital, LP | 10,313 | $150.1K | 0.04% | −26,655−72.1% | Reduced |
| Principal Financial Group Inc | 10,324 | $150.2K | 0.00% | +10,324 | New |
| Wealthcare Advisory Partners LLC | 10,376 | $151.0K | 0.00% | −8,076−43.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,440 | $151.9K | 0.02% | +10,440 | New |
| Wedmont Private Capital | 10,914 | $154.0K | 0.01% | +10,914 | New |
| Garner Asset Management Corp | 10,620 | $155.0K | 0.08% | 00.0% | Unchanged |
| Algert Global LLC | 10,720 | $156.0K | 0.01% | +10,720 | New |
| Xponance, Inc. | 11,332 | $164.9K | 0.00% | +11,332 | New |
| Ameriprise Financial Inc | 11,482 | $167.1K | 0.00% | +1,134+11.0% | Added |
| Cerity Partners LLC | 11,524 | $167.7K | 0.00% | +11,524 | New |
| Savant Capital, LLC | 11,619 | $169.1K | 0.00% | +11,619 | New |
| MML Investors Services, LLC | 11,976 | $174.0K | 0.00% | −9,028−43.0% | Reduced |
| Bayesian Capital Management, LP | 12,080 | $175.8K | 0.02% | +12,080 | New |
| Lakeshore Financial Planning, Inc. | 12,496 | $181.8K | 0.09% | +12,496 | New |
| Private Advisor Group, LLC | 12,803 | $186.3K | 0.00% | −9,115−41.6% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $187.0K | 0.00% | −3,200−20.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,248 | $192.8K | 0.00% | +899+7.3% | Added |
| Deutsche Bank AG | 13,332 | $194.0K | 0.00% | +3,332+33.3% | Added |
| Whalen Wealth Management Inc. | 13,809 | $200.9K | 0.15% | +13,809 | New |
| First Affirmative Financial Network | 14,272 | $207.7K | 0.15% | +822+6.1% | Added |
| Royal Bank of Canada | 14,854 | $217.0K | 0.00% | −102,379−87.3% | Reduced |
| JustInvest LLC | 15,495 | $225.5K | 0.00% | −731−4.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 15,524 | $225.9K | 0.01% | +15,524 | New |
| Wealth Enhancement Advisory Services, LLC | 15,550 | $226.3K | 0.00% | −5,235−25.2% | Reduced |