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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 13,237 | $181.3K | 0.00% | +13,237 | New |
| Orion Portfolio Solutions, LLC | 13,237 | $181.3K | 0.00% | +13,237 | New |
| Lakeshore Financial Planning, Inc. | 13,496 | $184.9K | 0.09% | +1,000+8.0% | Added |
| CWM, LLC | 14,486 | $198.0K | 0.00% | +8,462+140.5% | Added |
| Citigroup Inc | 14,674 | $201.0K | 0.00% | −7,722−34.5% | Reduced |
| HSBC Holdings PLC | 14,899 | $204.0K | 0.00% | −1,728−10.4% | Reduced |
| Wedmont Private Capital | 14,632 | $209.7K | 0.01% | +3,718+34.1% | Added |
| Victory Capital Management Inc | 15,825 | $216.8K | 0.00% | −40−0.3% | Reduced |
| Pictet Asset Management Holding SA | 15,833 | $216.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,823 | $217.0K | 0.00% | −2,017−11.3% | Reduced |
| Truist Financial Corp | 16,253 | $222.7K | 0.00% | −318−1.9% | Reduced |
| Atlas Capital Advisors LLC | 16,793 | $230.1K | 0.03% | −1,051−5.9% | Reduced |
| Cerity Partners LLC | 16,850 | $230.8K | 0.00% | +5,326+46.2% | Added |
| Atom Investors LP | 16,865 | $231.1K | 0.02% | +16,865 | New |
| Envestnet Asset Management Inc | 16,975 | $232.6K | 0.00% | −23,409−58.0% | Reduced |
| Boothbay Fund Management, LLC | 17,454 | $239.1K | 0.01% | +17,454 | New |
| Aigen Investment Management, LP | 18,056 | $247.4K | 0.05% | +18,056 | New |
| Handelsbanken Fonder AB | 18,466 | $253.0K | 0.00% | +18,466 | New |
| State of Wyoming | 18,470 | $253.0K | 0.04% | +15,176+460.7% | Added |
| Voya Investment Management LLC | 19,511 | $267.3K | 0.00% | −7,338−27.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,800 | $271.3K | 0.00% | +4,250+27.3% | Added |
| Savant Capital, LLC | 20,007 | $274.1K | 0.00% | +8,388+72.2% | Added |
| Pointe Capital Management LLC | 20,030 | $274.4K | 0.17% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 20,038 | $275.0K | 0.00% | −5,657−22.0% | Reduced |
| Aristeia Capital LLC | 20,617 | $282.5K | 0.01% | +20,617 | New |
| Patriot Financial Group Insurance Agency, LLC | 20,955 | $287.1K | 0.04% | +10,515+100.7% | Added |
| Sherbrooke Park Advisers LLC | 21,486 | $294.4K | 0.05% | −1,365−6.0% | Reduced |
| JustInvest LLC | 21,565 | $295.4K | 0.01% | +6,070+39.2% | Added |
| Oak Thistle LLC | 21,807 | $298.8K | 0.22% | +21,807 | New |
| Engineers Gate Manager LP | 22,418 | $307.1K | 0.01% | +22,418 | New |
| Algert Global LLC | 23,285 | $319.0K | 0.01% | +12,565+117.2% | Added |
| Walleye Capital LLC | 23,898 | $327.4K | 0.00% | −102,016−81.0% | Reduced |
| Oxford Asset Management LLP | 24,000 | $328.8K | 0.32% | +24,000 | New |
| Amalgamated Bank | 24,366 | $334.0K | 0.00% | +347+1.4% | Added |
| Manufacturers Life Insurance Company, The | 25,110 | $344.0K | 0.00% | +6,377+34.0% | Added |
| Amundi | 25,238 | $349.5K | 0.00% | +16,455+187.4% | Added |
| Macquarie Group Ltd | 26,450 | $362.4K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 26,629 | $364.8K | 0.15% | +77+0.3% | Added |
| Royal Bank of Canada | 27,183 | $372.0K | 0.00% | +12,329+83.0% | Added |
| Cetera Investment Advisers | 28,239 | $386.9K | 0.00% | +2,398+9.3% | Added |
| DMG Group, LLC | 29,402 | $402.8K | 0.35% | +325+1.1% | Added |
| Whalen Wealth Management Inc. | 29,472 | $403.8K | 0.32% | +15,663+113.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,217 | $427.7K | 0.00% | +2,064+7.1% | Added |
| Advisor Group Holdings, Inc. | 32,263 | $442.0K | 0.00% | −226−0.7% | Reduced |
| Vident Advisory, LLC | 34,441 | $471.9K | 0.01% | +4,673+15.7% | Added |
| Toroso Investments, LLC | 34,917 | $478.4K | 0.01% | +34,917 | New |
| Arizona State Retirement System | 34,974 | $479.1K | 0.00% | +1,979+6.0% | Added |
| Intrinsic Value Partners, LLC | 35,145 | $481.5K | 0.50% | −245−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 36,204 | $496.0K | 0.00% | −30−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,061 | $508.0K | 0.00% | −747−2.0% | Reduced |
| Jane Street Group, LLC | 42,936 | $588.2K | 0.00% | −74,548−63.5% | Reduced |
| Verition Fund Management LLC | 44,087 | $604.0K | 0.00% | +10,458+31.1% | Added |
| CIBC Private Wealth Group, LLC | 46,492 | $616.9K | 0.00% | +1,800+4.0% | Added |
| STRS Ohio | 45,051 | $617.2K | 0.00% | −29,208−39.3% | Reduced |
| Great West Life Assurance Co | 47,399 | $649.0K | 0.00% | +15,377+48.0% | Added |
| Wealth Management Associates, Inc. | 49,610 | $679.7K | 0.32% | 00.0% | Unchanged |
| Prana Capital Management, LP | 50,379 | $690.2K | 0.03% | +20,031+66.0% | Added |
| First Eagle Investment Management, LLC | 50,540 | $692.4K | 0.00% | +6,000+13.5% | Added |
| SEI Investments Co | 52,710 | $722.1K | 0.00% | +496+0.9% | Added |
| Nisa Investment Advisors, LLC | 53,100 | $727.5K | 0.00% | −8,100−13.2% | Reduced |
| Public Employees Retirement System of Ohio | 53,550 | $733.6K | 0.00% | +8,033+17.6% | Added |
| Janus Henderson Group PLC | 54,579 | $747.5K | 0.00% | −654−1.2% | Reduced |
| Cresset Asset Management, LLC | 54,701 | $749.4K | 0.00% | +1,410+2.6% | Added |
| Mariner, LLC | 54,721 | $749.7K | 0.00% | +7,464+15.8% | Added |
| Wolverine Trading, LLC | 57,172 | $783.3K | 0.01% | +57,172 | New |
| Goldman Sachs Group Inc | 57,492 | $787.6K | 0.00% | +9,801+20.6% | Added |
| IMC-Chicago, LLC | 59,085 | $809.5K | 0.03% | +59,085 | New |
| Integrated Investment Consultants, LLC | 55,753 | $811.2K | 0.22% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 59,512 | $815.3K | 0.00% | −38,080−39.0% | Reduced |
| Treasurer of the State of North Carolina | 60,232 | $825.0K | 0.00% | +7,592+14.4% | Added |
| Price T Rowe Associates Inc | 62,061 | $851.0K | 0.00% | +4,672+8.1% | Added |
| Gsa Capital Partners LLP | 62,243 | $853.0K | 0.06% | +62,243 | New |
| GTS Securities LLC | 65,339 | $895.1K | 0.02% | −62,526−48.9% | Reduced |
| Commonwealth Equity Services, LLC | 69,645 | $954.0K | 0.00% | +12,397+21.7% | Added |
| Chartwell Investment Partners, LLC | 70,000 | $959.0K | 0.03% | +70,000 | New |
| Global Retirement Partners, LLC | 70,007 | $959.1K | 0.03% | −1,473−2.1% | Reduced |
| Bank of Nova Scotia | 72,351 | $991.2K | 0.00% | +72,351 | New |
| Edgestream Partners, L.P. | 75,940 | $1.04M | 0.05% | +75,940 | New |
| Keebeck Wealth Management, LLC | 77,300 | $1.06M | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 78,363 | $1.07M | 0.15% | −369−0.5% | Reduced |
| Aspen Grove Capital, LLC | 80,000 | $1.10M | 0.26% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 80,106 | $1.10M | 0.13% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80,250 | $1.10M | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 88,500 | $1.21M | 0.46% | +12,925+17.1% | Added |
| Ieq Capital, LLC | 100,000 | $1.37M | 0.02% | −320−0.3% | Reduced |
| Barclays PLC | 100,882 | $1.38M | 0.00% | +52,202+107.2% | Added |
| New York State Common Retirement Fund | 101,803 | $1.39M | 0.00% | +38,503+60.8% | Added |
| Canada Pension Plan Investment Board | 102,500 | $1.40M | 0.00% | +14,900+17.0% | Added |
| Twinbeech Capital LP | 106,982 | $1.47M | 0.03% | +106,982 | New |
| Parallax Volatility Advisers, L.P. | 107,603 | $1.47M | 0.04% | +92,079+593.1% | Added |
| PDT Partners, LLC | 110,272 | $1.51M | 0.14% | −475−0.4% | Reduced |
| USS Investment Management Ltd | 112,592 | $1.54M | 0.01% | 00.0% | Unchanged |
| Brooktree Capital Management | 113,391 | $1.55M | 1.33% | −4,356−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 115,880 | $1.59M | 0.00% | +13,973+13.7% | Added |
| California State Teachers Retirement System | 123,123 | $1.69M | 0.00% | +2,665+2.2% | Added |
| Rhumbline Advisers | 128,232 | $1.76M | 0.00% | +6,802+5.6% | Added |
| Simplex Trading, LLC | 131,359 | $1.80M | 0.06% | +45,749+53.4% | Added |
| Wealthfront Advisers LLC | 142,920 | $1.96M | 0.01% | +78,815+122.9% | Added |
| Quantbot Technologies LP | 147,595 | $2.02M | 0.10% | +28,290+23.7% | Added |
| Quantinno Capital Management LP | 150,162 | $2.06M | 0.04% | −2,826−1.8% | Reduced |