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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 44,540 | $648.1K | 0.00% | +8,891+24.9% | Added |
| CIBC Private Wealth Group, LLC | 44,692 | $619.4K | 0.00% | −550−1.2% | Reduced |
| Envestnet Asset Management Inc | 40,384 | $587.6K | 0.00% | +3,833+10.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,808 | $550.0K | 0.00% | −2,810−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 36,234 | $527.2K | 0.00% | −11,790−24.6% | Reduced |
| Intrinsic Value Partners, LLC | 35,390 | $514.9K | 0.55% | −500−1.4% | Reduced |
| Trexquant Investment LP | 34,891 | $507.7K | 0.01% | +34,891 | New |
| Verition Fund Management LLC | 33,629 | $489.3K | 0.00% | +14,423+75.1% | Added |
| Arizona State Retirement System | 32,995 | $480.1K | 0.00% | +698+2.2% | Added |
| Advisor Group Holdings, Inc. | 32,489 | $472.7K | 0.00% | −36,733−53.1% | Reduced |
| Great West Life Assurance Co | 32,022 | $466.0K | 0.00% | −11,182−25.9% | Reduced |
| Prana Capital Management, LP | 30,348 | $441.6K | 0.02% | +30,348 | New |
| Vident Advisory, LLC | 29,768 | $433.1K | 0.01% | +5,057+20.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,153 | $424.2K | 0.00% | 00.0% | Unchanged |
| DMG Group, LLC | 29,077 | $423.1K | 0.37% | +1,029+3.7% | Added |
| Nishkama Capital, LLC | 28,000 | $407.4K | 0.05% | +28,000 | New |
| Voya Investment Management LLC | 26,849 | $390.7K | 0.00% | −1,104−3.9% | Reduced |
| Palogic Value Management, L.P. | 26,552 | $386.3K | 0.17% | +217+0.8% | Added |
| Macquarie Group Ltd | 26,450 | $384.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,841 | $376.0K | 0.00% | +14,843+135.0% | Added |
| Penserra Capital Management LLC | 25,695 | $373.0K | 0.00% | −49−0.2% | Reduced |
| MAI Capital Management | 24,853 | $361.6K | 0.00% | −24−0.1% | Reduced |
| Keebeck Alpha, LP | 24,849 | $361.6K | 0.24% | +24,849 | New |
| Amalgamated Bank | 24,019 | $349.0K | 0.00% | +7,002+41.1% | Added |
| Prelude Capital Management, LLC | 23,855 | $347.1K | 0.02% | +23,855 | New |
| Sherbrooke Park Advisers LLC | 22,851 | $332.5K | 0.06% | +22,851 | New |
| Citigroup Inc | 22,396 | $325.9K | 0.00% | −16,293−42.1% | Reduced |
| Epacria Capital Partners, LLC | 21,571 | $313.9K | 0.23% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 21,075 | $306.6K | 0.01% | +21,075 | New |
| Pointe Capital Management LLC | 20,030 | $291.4K | 0.18% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 18,733 | $272.6K | 0.00% | +1,904+11.3% | Added |
| Public Employees Retirement Association of Colorado | 17,840 | $260.0K | 0.00% | −236−1.3% | Reduced |
| Atlas Capital Advisors LLC | 17,844 | $259.6K | 0.04% | +16,843+1,682.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,625 | $241.9K | 0.00% | −1,588−8.7% | Reduced |
| HSBC Holdings PLC | 16,627 | $241.8K | 0.00% | −30,072−64.4% | Reduced |
| Truist Financial Corp | 16,571 | $241.1K | 0.00% | +1,915+13.1% | Added |
| Victory Capital Management Inc | 15,865 | $230.8K | 0.00% | +20+0.1% | Added |
| Pictet Asset Management Holding SA | 15,833 | $230.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,550 | $226.3K | 0.00% | −5,235−25.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 15,524 | $225.9K | 0.01% | +15,524 | New |
| JustInvest LLC | 15,495 | $225.5K | 0.00% | −731−4.5% | Reduced |
| Royal Bank of Canada | 14,854 | $217.0K | 0.00% | −102,379−87.3% | Reduced |
| First Affirmative Financial Network | 14,272 | $207.7K | 0.15% | +822+6.1% | Added |
| Whalen Wealth Management Inc. | 13,809 | $200.9K | 0.15% | +13,809 | New |
| Deutsche Bank AG | 13,332 | $194.0K | 0.00% | +3,332+33.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,248 | $192.8K | 0.00% | +899+7.3% | Added |
| DekaBank Deutsche Girozentrale | 12,828 | $187.0K | 0.00% | −3,200−20.0% | Reduced |
| Private Advisor Group, LLC | 12,803 | $186.3K | 0.00% | −9,115−41.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 12,496 | $181.8K | 0.09% | +12,496 | New |
| Bayesian Capital Management, LP | 12,080 | $175.8K | 0.02% | +12,080 | New |
| MML Investors Services, LLC | 11,976 | $174.0K | 0.00% | −9,028−43.0% | Reduced |
| Savant Capital, LLC | 11,619 | $169.1K | 0.00% | +11,619 | New |
| Cerity Partners LLC | 11,524 | $167.7K | 0.00% | +11,524 | New |
| Ameriprise Financial Inc | 11,482 | $167.1K | 0.00% | +1,134+11.0% | Added |
| Xponance, Inc. | 11,332 | $164.9K | 0.00% | +11,332 | New |
| Algert Global LLC | 10,720 | $156.0K | 0.01% | +10,720 | New |
| Garner Asset Management Corp | 10,620 | $155.0K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,914 | $154.0K | 0.01% | +10,914 | New |
| Patriot Financial Group Insurance Agency, LLC | 10,440 | $151.9K | 0.02% | +10,440 | New |
| Wealthcare Advisory Partners LLC | 10,376 | $151.0K | 0.00% | −8,076−43.8% | Reduced |
| Principal Financial Group Inc | 10,324 | $150.2K | 0.00% | +10,324 | New |
| Axq Capital, LP | 10,313 | $150.1K | 0.04% | −26,655−72.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,094 | $146.9K | 0.01% | +10,094 | New |
| Cranbrook Wealth Management, LLC | 8,644 | $125.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,139 | $103.9K | 0.00% | −7,708−51.9% | Reduced |
| Amundi | 8,783 | $101.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,024 | $88.0K | 0.00% | +2,368+64.8% | Added |
| Westpac Banking Corp | 5,927 | $86.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,290 | $77.0K | 0.07% | +5,290 | New |
| Beacon Capital Management, LLC | 5,000 | $72.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,504 | $65.5K | 0.00% | +128+2.9% | Added |
| nVerses Capital, LLC | 4,100 | $59.7K | 0.14% | +4,100 | New |
| MetLife Investment Management | 4,041 | $58.8K | 0.00% | +11+0.3% | Added |
| State of Wyoming | 3,294 | $47.9K | 0.01% | −29,513−90.0% | Reduced |
| US Bancorp | 3,224 | $46.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,158 | $45.9K | 0.00% | −38−1.2% | Reduced |
| Cutler Group LP | 2,934 | $42.0K | 0.02% | +2,934 | New |
| SYSTM Wealth Solutions LLC | 2,504 | $36.4K | 0.00% | +187+8.1% | Added |
| S.A. Mason LLC | 2,500 | $36.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,460 | $35.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,430 | $35.4K | 0.00% | +2,430 | New |
| Highlander Capital Management, LLC | 2,100 | $30.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,930 | $28.1K | 0.00% | +1,000+107.5% | Added |
| GAMMA Investing LLC | 1,905 | $27.7K | 0.01% | +250+15.1% | Added |
| National Bank of Canada | 1,990 | $27.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,636 | $23.8K | 0.00% | −1,176−41.8% | Reduced |
| Allworth Financial LP | 1,625 | $23.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,550 | $22.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,327 | $19.3K | 0.00% | −9−0.7% | Reduced |
| Signaturefd, LLC | 1,296 | $18.9K | 0.00% | +16+1.3% | Added |
| Principal Securities, Inc. | 1,042 | $15.2K | 0.00% | −742−41.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,000 | $14.6K | 0.01% | +1,000 | New |
| Wiser Advisor Group LLC | 750 | $10.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 737 | $10.2K | 0.00% | +700+1,891.9% | Added |
| Quadrant Capital Group LLC | 690 | $10.0K | 0.00% | −657−48.8% | Reduced |
| Venturi Wealth Management, LLC | 678 | $9.87K | 0.00% | +130+23.7% | Added |
| Parallel Advisors, LLC | 661 | $9.62K | 0.00% | +32+5.1% | Added |
| Mather Group, LLC. | 631 | $9.14K | 0.00% | +631 | New |
| Russell Investments Group, Ltd. | 556 | $8.09K | 0.00% | +45+8.8% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $7.28K | 0.00% | 00.0% | Unchanged |