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 2 sales; 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 |
|---|---|---|---|---|---|
| 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 |
| Fortitude Family Office, LLC | 498 | $7.25K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 454 | $6.61K | 0.00% | −1,567−77.5% | Reduced |
| Ci Investments Inc. | 412 | $6.00K | 0.00% | +74+21.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.82K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $5.75K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 327 | $4.76K | 0.00% | −219−40.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 408 | $4.70K | 0.00% | +148+56.9% | Added |
| Ancora Advisors, LLC | 310 | $4.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 306 | $4.45K | 0.00% | +106+53.0% | Added |
| Bruce G. Allen Investments, LLC | 288 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 260 | $3.60K | 0.00% | +260 | New |
| IFP Advisors, Inc | 230 | $3.35K | 0.00% | +4+1.8% | Added |
| Lindbrook Capital, LLC | 204 | $2.97K | 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 |
| Quent Capital, LLC | 194 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 200 | $2.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 172 | $2.50K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $1.63K | 0.00% | +112 | New |
| Parkside Financial Bank & Trust | 106 | $1.54K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 83 | $1.21K | 0.00% | +83 | New |
| Semmax Financial Advisors Inc. | 73 | $1.05K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $873 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $698 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $291 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 16 | $233 | 0.00% | −22−57.9% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $190 | 0.00% | +2+18.2% | Added |
| EverSource Wealth Advisors, LLC | 11 | $135 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 4 | $59 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $30 | 0.00% | +2 | New |
| Gradient Investments LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| 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 |