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 |
|---|---|---|---|---|---|
| Swiss National Bank | 237,000 | $3.45M | 0.00% | +9,300+4.1% | Added |
| Credit Suisse AG | 239,304 | $3.48M | 0.00% | −211,240−46.9% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $3.51M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 242,212 | $3.52M | 0.00% | +9,004+3.9% | Added |
| Greylin Investment Mangement Inc | 244,305 | $3.55M | 0.57% | −5,573−2.2% | Reduced |
| Bank of New York Mellon Corp | 299,201 | $4.35M | 0.00% | −50,841−14.5% | Reduced |
| Capital Fund Management S.A. | 304,647 | $4.43M | 0.05% | −197,463−39.3% | Reduced |
| Citadel Advisors LLC | 352,696 | $5.13M | 0.00% | −3,565−1.0% | Reduced |
| UBS Group AG | 398,565 | $5.80M | 0.00% | +270,282+210.7% | Added |
| Alight Capital Management LP | 400,000 | $5.82M | 1.85% | −25,000−5.9% | Reduced |
| Nuveen Asset Management, LLC | 480,085 | $6.99M | 0.00% | −13,673−2.8% | Reduced |
| Northern Trust Corp | 541,354 | $7.88M | 0.00% | −86,444−13.8% | Reduced |
| Balyasny Asset Management LLC | 557,808 | $8.12M | 0.02% | +557,808 | New |
| Invesco Ltd. | 557,996 | $8.12M | 0.00% | +332,050+147.0% | Added |
| Bank of America Corp | 589,301 | $8.57M | 0.00% | +123,437+26.5% | Added |
| Legal & General Group Plc | 602,152 | $8.76M | 0.00% | +37,693+6.7% | Added |
| LPL Financial LLC | 640,426 | $9.32M | 0.01% | +272,331+74.0% | Added |
| Charles Schwab Investment Management Inc | 848,725 | $12.3M | 0.00% | +131,751+18.4% | Added |
| J. Goldman & Co LP | 878,478 | $12.8M | 0.58% | +867,179+7,674.8% | Added |
| D. E. Shaw & Co., Inc. | 904,926 | $13.2M | 0.02% | +459,507+103.2% | Added |
| Alliancebernstein L.P. | 1,152,789 | $16.8M | 0.01% | +1,084,785+1,595.2% | Added |
| Hillman Co | 1,259,179 | $18.3M | 8.55% | 00.0% | Unchanged |
| Morgan Stanley | 1,291,996 | $18.8M | 0.00% | −990,250−43.4% | Reduced |
| First Trust Advisors LP | 1,368,055 | $19.9M | 0.02% | +848,841+163.5% | Added |
| Voloridge Investment Management, LLC | 1,609,185 | $23.4M | 0.09% | +135,556+9.2% | Added |
| Bruni J V & Co | 1,642,947 | $23.9M | 2.84% | −22,788−1.4% | Reduced |
| Geode Capital Management, LLC | 1,858,867 | $27.1M | 0.00% | +76,980+4.3% | Added |
| Renaissance Technologies LLC | 1,958,300 | $28.5M | 0.04% | +89,900+4.8% | Added |
| State Street Corp | 2,728,088 | $39.7M | 0.00% | +25,161+0.9% | Added |
| Davis Selected Advisers | 3,234,359 | $47.1M | 0.26% | −48,204−1.5% | Reduced |
| Capital World Investors | 3,642,099 | $53.0M | 0.01% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 4,384,150 | $63.8M | 1.63% | 00.0% | Unchanged |
| Technology Crossover Management X, Ltd. | 4,450,000 | $64.7M | 6.79% | 00.0% | Unchanged |
| BlackRock Inc. | 5,123,157 | $74.5M | 0.00% | +99,502+2.0% | Added |
| JPMorgan Chase & Co | 8,400,761 | $122.2M | 0.01% | +1,380,592+19.7% | Added |
| Boston Partners | 9,382,173 | $136.5M | 0.16% | +381,841+4.2% | Added |
| Vanguard Group Inc | 11,465,099 | $166.8M | 0.00% | −237,739−2.0% | Reduced |
| FMR LLC | 12,294,716 | $178.9M | 0.01% | +302,309+2.5% | Added |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −288,290−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −285,500−100.0% | Sold out |
| EVR Research LP | 0 | $0 | 0.00% | −181,616−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −127,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −113,543−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −74,789−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −66,937−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −64,893−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −62,168−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −51,091−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −26,325−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,028−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,738−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,861−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −18,450−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,624−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −15,403−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −14,226−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,771−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −13,651−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,667−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |