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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 15,833 | $230.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,865 | $230.8K | 0.00% | +20+0.1% | Added |
| Truist Financial Corp | 16,571 | $241.1K | 0.00% | +1,915+13.1% | Added |
| HSBC Holdings PLC | 16,627 | $241.8K | 0.00% | −30,072−64.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,625 | $241.9K | 0.00% | −1,588−8.7% | Reduced |
| Atlas Capital Advisors LLC | 17,844 | $259.6K | 0.04% | +16,843+1,682.6% | Added |
| Public Employees Retirement Association of Colorado | 17,840 | $260.0K | 0.00% | −236−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 18,733 | $272.6K | 0.00% | +1,904+11.3% | Added |
| Pointe Capital Management LLC | 20,030 | $291.4K | 0.18% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 21,075 | $306.6K | 0.01% | +21,075 | New |
| Epacria Capital Partners, LLC | 21,571 | $313.9K | 0.23% | 00.0% | Unchanged |
| Citigroup Inc | 22,396 | $325.9K | 0.00% | −16,293−42.1% | Reduced |
| Sherbrooke Park Advisers LLC | 22,851 | $332.5K | 0.06% | +22,851 | New |
| Prelude Capital Management, LLC | 23,855 | $347.1K | 0.02% | +23,855 | New |
| Amalgamated Bank | 24,019 | $349.0K | 0.00% | +7,002+41.1% | Added |
| Keebeck Alpha, LP | 24,849 | $361.6K | 0.24% | +24,849 | New |
| MAI Capital Management | 24,853 | $361.6K | 0.00% | −24−0.1% | Reduced |
| Penserra Capital Management LLC | 25,695 | $373.0K | 0.00% | −49−0.2% | Reduced |
| Cetera Investment Advisers | 25,841 | $376.0K | 0.00% | +14,843+135.0% | Added |
| Macquarie Group Ltd | 26,450 | $384.8K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 26,552 | $386.3K | 0.17% | +217+0.8% | Added |
| Voya Investment Management LLC | 26,849 | $390.7K | 0.00% | −1,104−3.9% | Reduced |
| Nishkama Capital, LLC | 28,000 | $407.4K | 0.05% | +28,000 | New |
| DMG Group, LLC | 29,077 | $423.1K | 0.37% | +1,029+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,153 | $424.2K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 29,768 | $433.1K | 0.01% | +5,057+20.5% | Added |
| Prana Capital Management, LP | 30,348 | $441.6K | 0.02% | +30,348 | New |
| Great West Life Assurance Co | 32,022 | $466.0K | 0.00% | −11,182−25.9% | Reduced |
| Advisor Group Holdings, Inc. | 32,489 | $472.7K | 0.00% | −36,733−53.1% | Reduced |
| Arizona State Retirement System | 32,995 | $480.1K | 0.00% | +698+2.2% | Added |
| Verition Fund Management LLC | 33,629 | $489.3K | 0.00% | +14,423+75.1% | Added |
| Trexquant Investment LP | 34,891 | $507.7K | 0.01% | +34,891 | New |
| Intrinsic Value Partners, LLC | 35,390 | $514.9K | 0.55% | −500−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 36,234 | $527.2K | 0.00% | −11,790−24.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,808 | $550.0K | 0.00% | −2,810−6.9% | Reduced |
| Envestnet Asset Management Inc | 40,384 | $587.6K | 0.00% | +3,833+10.5% | Added |
| CIBC Private Wealth Group, LLC | 44,692 | $619.4K | 0.00% | −550−1.2% | Reduced |
| First Eagle Investment Management, LLC | 44,540 | $648.1K | 0.00% | +8,891+24.9% | Added |
| Public Employees Retirement System of Ohio | 45,517 | $662.3K | 0.00% | −3,844−7.8% | Reduced |
| Wealth Management Associates, Inc. | 49,610 | $679.7K | 0.32% | +2,510+5.3% | Added |
| Mariner, LLC | 47,257 | $687.6K | 0.00% | +14,667+45.0% | Added |
| Goldman Sachs Group Inc | 47,691 | $693.9K | 0.00% | +15,896+50.0% | Added |
| AQR Capital Management LLC | 48,627 | $707.5K | 0.00% | +31,390+182.1% | Added |
| Barclays PLC | 48,680 | $708.3K | 0.00% | −10,288−17.4% | Reduced |
| Aquatic Capital Management LLC | 51,300 | $746.4K | 0.02% | +51,300 | New |
| SEI Investments Co | 52,214 | $759.7K | 0.00% | −10,474−16.7% | Reduced |
| Treasurer of the State of North Carolina | 52,640 | $766.0K | 0.00% | +360+0.7% | Added |
| Cresset Asset Management, LLC | 53,291 | $775.4K | 0.00% | +6,867+14.8% | Added |
| Janus Henderson Group PLC | 55,233 | $803.4K | 0.00% | +29+0.1% | Added |
| Huntington National Bank | 55,226 | $803.5K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 55,753 | $811.2K | 0.22% | +100+0.2% | Added |
| Commonwealth Equity Services, LLC | 57,248 | $833.0K | 0.00% | −28,689−33.4% | Reduced |
| Price T Rowe Associates Inc | 57,389 | $836.0K | 0.00% | +3,858+7.2% | Added |
| Schonfeld Strategic Advisors LLC | 60,871 | $885.7K | 0.01% | +36,079+145.5% | Added |
| Nisa Investment Advisors, LLC | 61,200 | $890.5K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 62,004 | $902.2K | 0.04% | +62,004 | New |
| New York State Common Retirement Fund | 63,300 | $921.0K | 0.00% | −24,000−27.5% | Reduced |
| State Board of Administration of Florida Retirement System | 101,907 | $923.3K | 0.00% | −13,973−12.1% | Reduced |
| Wealthfront Advisers LLC | 64,105 | $932.7K | 0.00% | +64,105 | New |
| Global Retirement Partners, LLC | 71,480 | $1.04M | 0.04% | +650+0.9% | Added |
| STRS Ohio | 74,259 | $1.08M | 0.00% | +8,031+12.1% | Added |
| Wealthspire Advisors, LLC | 75,161 | $1.09M | 0.01% | −116,239−60.7% | Reduced |
| Missouri Trust & Investment Co | 75,575 | $1.10M | 0.42% | −7,975−9.5% | Reduced |
| Keebeck Wealth Management, LLC | 77,300 | $1.12M | 0.17% | −5,800−7.0% | Reduced |
| HCR Wealth Advisors | 78,732 | $1.15M | 0.17% | +2,437+3.2% | Added |
| Clearstead Advisors, LLC | 80,250 | $1.16M | 0.06% | −58,806−42.3% | Reduced |
| Aspen Grove Capital, LLC | 80,000 | $1.16M | 0.33% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 80,106 | $1.17M | 0.13% | 00.0% | Unchanged |
| Simplex Trading, LLC | 85,610 | $1.25M | 0.04% | +53,410+165.9% | Added |
| Canada Pension Plan Investment Board | 87,600 | $1.27M | 0.00% | +87,600 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 97,592 | $1.42M | 0.01% | −90,408−48.1% | Reduced |
| Susquehanna International Group, LLP | 99,257 | $1.44M | 0.00% | +37,839+61.6% | Added |
| Ieq Capital, LLC | 100,320 | $1.46M | 0.02% | +253+0.3% | Added |
| PDT Partners, LLC | 110,747 | $1.61M | 0.15% | +110,747 | New |
| USS Investment Management Ltd | 112,592 | $1.64M | 0.01% | +24,908+28.4% | Added |
| Group One Trading, L.P. | 115,077 | $1.67M | 0.06% | +115,077 | New |
| Jane Street Group, LLC | 117,484 | $1.71M | 0.00% | −115,046−49.5% | Reduced |
| Brooktree Capital Management | 117,747 | $1.71M | 1.32% | −4,727−3.9% | Reduced |
| Quantbot Technologies LP | 119,305 | $1.74M | 0.10% | +77,833+187.7% | Added |
| California State Teachers Retirement System | 120,458 | $1.75M | 0.00% | −1,936−1.6% | Reduced |
| Rhumbline Advisers | 121,430 | $1.77M | 0.00% | −11,189−8.4% | Reduced |
| Holocene Advisors, LP | 124,040 | $1.80M | 0.01% | −23,781−16.1% | Reduced |
| Walleye Capital LLC | 125,914 | $1.83M | 0.02% | +125,914 | New |
| Squarepoint Ops LLC | 127,436 | $1.85M | 0.01% | −203,117−61.4% | Reduced |
| GTS Securities LLC | 127,865 | $1.86M | 0.05% | +127,865 | New |
| Azora Capital LP | 134,215 | $1.95M | 0.14% | +134,215 | New |
| Two Sigma Investments, LP | 137,645 | $2.00M | 0.00% | −31,100−18.4% | Reduced |
| Patient Capital Management, LLC | 142,791 | $2.08M | 0.10% | −213,886−60.0% | Reduced |
| Millennium Management LLC | 148,984 | $2.17M | 0.00% | −372,505−71.4% | Reduced |
| Exchange Traded Concepts, LLC | 150,052 | $2.18M | 0.06% | +150,052 | New |
| Quantinno Capital Management LP | 152,988 | $2.23M | 0.05% | +23,556+18.2% | Added |
| UBS Asset Management Americas Inc | 157,496 | $2.29M | 0.00% | +40,919+35.1% | Added |
| Kingfisher Capital LLC | 180,477 | $2.63M | 0.63% | +1,859+1.0% | Added |
| Wells Fargo & Company | 180,611 | $2.63M | 0.00% | +25,988+16.8% | Added |
| Jacobs Levy Equity Management, Inc | 185,406 | $2.70M | 0.01% | +185,406 | New |
| Jump Financial, LLC | 187,338 | $2.73M | 0.07% | +187,338 | New |
| Raymond James & Associates | 193,937 | $2.82M | 0.00% | +21,629+12.6% | Added |
| Gotham Asset Management, LLC | 220,371 | $3.21M | 0.05% | −30.0% | Reduced |
| Mercer Global Advisors Inc | 226,213 | $3.29M | 0.01% | −247,499−52.2% | Reduced |
| QRG Capital Management, Inc. | 231,460 | $3.37M | 0.04% | −285,340−55.2% | Reduced |