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; 797 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, Q2 2024
Institutional positions in Rocket Companies, Inc. as of Jun 30, 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
- 255
- +20 vs. Q1 2024
- Shares held
- 96.4M
- +1.96M (+2.1%) vs. Q1 2024
- Total value
- $1.32B
- −$52.5M (−3.8%) vs. Q1 2024
- New holders
- 49
- 95 more added
- Sold out
- 29
- 63 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 797 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $27 | 0.00% | −55,224−100.0% | Reduced |
| Frazier Financial Advisors, LLC | 2 | $28 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $42 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $55 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $55 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 13 | $179 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $274 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $453 | 0.00% | +17+154.5% | Added |
| Hobbs Group Advisors, LLC | 600 | $456 | 0.00% | +600 | New |
| CVA Family Office, LLC | 36 | $493 | 0.00% | +36 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $657 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $658 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $822 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 70 | $959 | 0.00% | +70 | New |
| First Horizon Advisors, Inc. | 70 | $959 | 0.00% | +70 | New |
| Semmax Financial Advisors Inc. | 73 | $1.36K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $1.37K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 106 | $1.45K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 118 | $1.62K | 0.00% | +118 | New |
| Massmutual Trust Co FSB | 130 | $1.78K | 0.00% | +18+16.1% | Added |
| Hantz Financial Services, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 177 | $2.42K | 0.00% | +177 | New |
| Quent Capital, LLC | 194 | $2.66K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $2.74K | 0.00% | +200 | New |
| Kozak & Associates, Inc. | 200 | $2.77K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 209 | $2.87K | 0.00% | +209 | New |
| CBIZ Investment Advisory Services, LLC | 219 | $3.00K | 0.00% | +219 | New |
| IFP Advisors, Inc | 226 | $3.10K | 0.00% | −4−1.7% | Reduced |
| Bullock Wealth Management Group | 260 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $3.95K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 299 | $4.10K | 0.00% | −391−56.7% | Reduced |
| Ancora Advisors, LLC | 360 | $4.93K | 0.00% | +50+16.1% | Added |
| Ci Investments Inc. | 389 | $5.00K | 0.00% | −23−5.6% | Reduced |
| Lindbrook Capital, LLC | 394 | $5.40K | 0.00% | +190+93.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $5.75K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 473 | $6.00K | 0.00% | +473 | New |
| Comerica Bank | 439 | $6.01K | 0.00% | +112+34.3% | Added |
| Fortitude Family Office, LLC | 498 | $6.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.85K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $6.85K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $6.85K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 500 | $6.85K | 0.53% | +500 | New |
| Mather Group, LLC. | 631 | $9.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 772 | $10.2K | 0.00% | +35+4.7% | Added |
| Wiser Advisor Group LLC | 750 | $10.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 775 | $10.6K | 0.00% | +114+17.2% | Added |
| Tower Research Capital LLC (TRC) | 899 | $12.3K | 0.00% | −6,240−87.4% | Reduced |
| Russell Investments Group, Ltd. | 963 | $13.2K | 0.00% | +407+73.2% | Added |
| Venturi Wealth Management, LLC | 1,000 | $13.7K | 0.00% | +322+47.5% | Added |
| Principal Securities, Inc. | 1,036 | $14.2K | 0.00% | −6−0.6% | Reduced |
| Corebridge Financial, Inc. | 1,063 | $14.6K | 0.00% | +1,063 | New |
| Signaturefd, LLC | 1,289 | $17.7K | 0.00% | −7−0.5% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $21.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,604 | $23.6K | 0.00% | −21−1.3% | Reduced |
| National Bank of Canada | 2,075 | $27.2K | 0.00% | +85+4.3% | Added |
| Smartleaf Asset Management LLC | 2,092 | $28.8K | 0.00% | +456+27.9% | Added |
| GAMMA Investing LLC | 2,110 | $28.9K | 0.00% | +205+10.8% | Added |
| CoreCap Advisors, LLC | 2,430 | $33.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,460 | $33.7K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 2,479 | $34.0K | 0.00% | −1,562−38.7% | Reduced |
| S.A. Mason LLC | 2,500 | $34.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,930 | $40.1K | 0.00% | +1,000+51.8% | Added |
| Dunhill Financial, LLC | 2,936 | $40.2K | 0.02% | +2,936 | New |
| Northwestern Mutual Wealth Management Co | 2,966 | $40.6K | 0.00% | −1,538−34.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,388 | $46.4K | 0.00% | +230+7.3% | Added |
| US Bancorp | 3,896 | $53.4K | 0.00% | +672+20.8% | Added |
| Jones Financial Companies LLLP | 4,088 | $56.0K | 0.00% | +4,088 | New |
| Quarry LP | 4,353 | $59.6K | 0.02% | +3,899+858.8% | Added |
| Ronald Blue Trust, Inc. | 4,177 | $60.8K | 0.00% | +4,177 | New |
| Beacon Capital Management, LLC | 5,000 | $68.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,172 | $70.9K | 0.01% | +5,000+2,907.0% | Added |
| KBC Group NV | 5,158 | $71.0K | 0.00% | +5,158 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,638 | $77.2K | 0.00% | +5,638 | New |
| Westpac Banking Corp | 5,927 | $81.2K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 8,644 | $118.4K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,001 | $137.0K | 0.00% | +10,001 | New |
| Man Group plc | 10,134 | $138.8K | 0.00% | +10,134 | New |
| MML Investors Services, LLC | 10,123 | $139.0K | 0.00% | −1,853−15.5% | Reduced |
| Wealthcare Advisory Partners LLC | 10,234 | $140.2K | 0.00% | −142−1.4% | Reduced |
| Garner Asset Management Corp | 10,320 | $141.0K | 0.07% | −300−2.8% | Reduced |
| Principal Financial Group Inc | 10,292 | $141.0K | 0.00% | −32−0.3% | Reduced |
| Bridges Investment Management Inc | 10,422 | $142.8K | 0.00% | +10,422 | New |
| Capital Asset Advisory Services LLC | 10,879 | $144.1K | 0.01% | +10,879 | New |
| Axxcess Wealth Management, LLC | 10,879 | $149.0K | 0.00% | +10,879 | New |
| HighTower Advisors, LLC | 11,074 | $151.0K | 0.00% | +11,074 | New |
| Raymond James Financial Services Advisors, Inc. | 11,537 | $158.1K | 0.00% | −1,711−12.9% | Reduced |
| Private Advisor Group, LLC | 11,669 | $159.9K | 0.00% | −1,134−8.9% | Reduced |
| Two Sigma Securities, LLC | 11,942 | $163.6K | 0.01% | −50,062−80.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,139 | $166.3K | 0.00% | −4,486−27.0% | Reduced |
| Ameriprise Financial Inc | 12,155 | $166.5K | 0.00% | +673+5.9% | Added |
| First Affirmative Financial Network | 13,021 | $178.4K | 0.12% | −1,251−8.8% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $180.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,210 | $181.0K | 0.01% | +13,210 | New |