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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 47,399 | $649.0K | 0.00% | +15,377+48.0% | Added |
| STRS Ohio | 45,051 | $617.2K | 0.00% | −29,208−39.3% | Reduced |
| CIBC Private Wealth Group, LLC | 46,492 | $616.9K | 0.00% | +1,800+4.0% | Added |
| Verition Fund Management LLC | 44,087 | $604.0K | 0.00% | +10,458+31.1% | Added |
| Jane Street Group, LLC | 42,936 | $588.2K | 0.00% | −74,548−63.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,061 | $508.0K | 0.00% | −747−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 36,204 | $496.0K | 0.00% | −30−0.1% | Reduced |
| Intrinsic Value Partners, LLC | 35,145 | $481.5K | 0.50% | −245−0.7% | Reduced |
| Arizona State Retirement System | 34,974 | $479.1K | 0.00% | +1,979+6.0% | Added |
| Toroso Investments, LLC | 34,917 | $478.4K | 0.01% | +34,917 | New |
| Vident Advisory, LLC | 34,441 | $471.9K | 0.01% | +4,673+15.7% | Added |
| Advisor Group Holdings, Inc. | 32,263 | $442.0K | 0.00% | −226−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,217 | $427.7K | 0.00% | +2,064+7.1% | Added |
| Whalen Wealth Management Inc. | 29,472 | $403.8K | 0.32% | +15,663+113.4% | Added |
| DMG Group, LLC | 29,402 | $402.8K | 0.35% | +325+1.1% | Added |
| Cetera Investment Advisers | 28,239 | $386.9K | 0.00% | +2,398+9.3% | Added |
| Royal Bank of Canada | 27,183 | $372.0K | 0.00% | +12,329+83.0% | Added |
| Palogic Value Management, L.P. | 26,629 | $364.8K | 0.15% | +77+0.3% | Added |
| Macquarie Group Ltd | 26,450 | $362.4K | 0.00% | 00.0% | Unchanged |
| Amundi | 25,238 | $349.5K | 0.00% | +16,455+187.4% | Added |
| Manufacturers Life Insurance Company, The | 25,110 | $344.0K | 0.00% | +6,377+34.0% | Added |
| Amalgamated Bank | 24,366 | $334.0K | 0.00% | +347+1.4% | Added |
| Oxford Asset Management LLP | 24,000 | $328.8K | 0.32% | +24,000 | New |
| Walleye Capital LLC | 23,898 | $327.4K | 0.00% | −102,016−81.0% | Reduced |
| Algert Global LLC | 23,285 | $319.0K | 0.01% | +12,565+117.2% | Added |
| Engineers Gate Manager LP | 22,418 | $307.1K | 0.01% | +22,418 | New |
| Oak Thistle LLC | 21,807 | $298.8K | 0.22% | +21,807 | New |
| JustInvest LLC | 21,565 | $295.4K | 0.01% | +6,070+39.2% | Added |
| Sherbrooke Park Advisers LLC | 21,486 | $294.4K | 0.05% | −1,365−6.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,955 | $287.1K | 0.04% | +10,515+100.7% | Added |
| Aristeia Capital LLC | 20,617 | $282.5K | 0.01% | +20,617 | New |
| Penserra Capital Management LLC | 20,038 | $275.0K | 0.00% | −5,657−22.0% | Reduced |
| Pointe Capital Management LLC | 20,030 | $274.4K | 0.17% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,007 | $274.1K | 0.00% | +8,388+72.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,800 | $271.3K | 0.00% | +4,250+27.3% | Added |
| Voya Investment Management LLC | 19,511 | $267.3K | 0.00% | −7,338−27.3% | Reduced |
| State of Wyoming | 18,470 | $253.0K | 0.04% | +15,176+460.7% | Added |
| Handelsbanken Fonder AB | 18,466 | $253.0K | 0.00% | +18,466 | New |
| Aigen Investment Management, LP | 18,056 | $247.4K | 0.05% | +18,056 | New |
| Boothbay Fund Management, LLC | 17,454 | $239.1K | 0.01% | +17,454 | New |
| Envestnet Asset Management Inc | 16,975 | $232.6K | 0.00% | −23,409−58.0% | Reduced |
| Atom Investors LP | 16,865 | $231.1K | 0.02% | +16,865 | New |
| Cerity Partners LLC | 16,850 | $230.8K | 0.00% | +5,326+46.2% | Added |
| Atlas Capital Advisors LLC | 16,793 | $230.1K | 0.03% | −1,051−5.9% | Reduced |
| Truist Financial Corp | 16,253 | $222.7K | 0.00% | −318−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 15,823 | $217.0K | 0.00% | −2,017−11.3% | Reduced |
| Pictet Asset Management Holding SA | 15,833 | $216.9K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,825 | $216.8K | 0.00% | −40−0.3% | Reduced |
| Wedmont Private Capital | 14,632 | $209.7K | 0.01% | +3,718+34.1% | Added |
| HSBC Holdings PLC | 14,899 | $204.0K | 0.00% | −1,728−10.4% | Reduced |
| Citigroup Inc | 14,674 | $201.0K | 0.00% | −7,722−34.5% | Reduced |
| CWM, LLC | 14,486 | $198.0K | 0.00% | +8,462+140.5% | Added |
| Lakeshore Financial Planning, Inc. | 13,496 | $184.9K | 0.09% | +1,000+8.0% | Added |
| 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 |
| Virtu Financial LLC | 13,210 | $181.0K | 0.01% | +13,210 | New |
| DekaBank Deutsche Girozentrale | 12,828 | $180.0K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 13,021 | $178.4K | 0.12% | −1,251−8.8% | Reduced |
| Ameriprise Financial Inc | 12,155 | $166.5K | 0.00% | +673+5.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,139 | $166.3K | 0.00% | −4,486−27.0% | Reduced |
| Two Sigma Securities, LLC | 11,942 | $163.6K | 0.01% | −50,062−80.7% | Reduced |
| Private Advisor Group, LLC | 11,669 | $159.9K | 0.00% | −1,134−8.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,537 | $158.1K | 0.00% | −1,711−12.9% | Reduced |
| HighTower Advisors, LLC | 11,074 | $151.0K | 0.00% | +11,074 | New |
| Axxcess Wealth Management, LLC | 10,879 | $149.0K | 0.00% | +10,879 | New |
| Capital Asset Advisory Services LLC | 10,879 | $144.1K | 0.01% | +10,879 | New |
| Bridges Investment Management Inc | 10,422 | $142.8K | 0.00% | +10,422 | New |
| 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 |
| Wealthcare Advisory Partners LLC | 10,234 | $140.2K | 0.00% | −142−1.4% | Reduced |
| MML Investors Services, LLC | 10,123 | $139.0K | 0.00% | −1,853−15.5% | Reduced |
| Man Group plc | 10,134 | $138.8K | 0.00% | +10,134 | New |
| State of Wisconsin Investment Board | 10,001 | $137.0K | 0.00% | +10,001 | New |
| Cranbrook Wealth Management, LLC | 8,644 | $118.4K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 5,927 | $81.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,638 | $77.2K | 0.00% | +5,638 | New |
| KBC Group NV | 5,158 | $71.0K | 0.00% | +5,158 | New |
| Glen Eagle Advisors, LLC | 5,172 | $70.9K | 0.01% | +5,000+2,907.0% | Added |
| Beacon Capital Management, LLC | 5,000 | $68.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,177 | $60.8K | 0.00% | +4,177 | New |
| Quarry LP | 4,353 | $59.6K | 0.02% | +3,899+858.8% | Added |
| Jones Financial Companies LLLP | 4,088 | $56.0K | 0.00% | +4,088 | New |
| US Bancorp | 3,896 | $53.4K | 0.00% | +672+20.8% | Added |
| The PNC Financial Services Group, Inc. | 3,388 | $46.4K | 0.00% | +230+7.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,966 | $40.6K | 0.00% | −1,538−34.1% | Reduced |
| Dunhill Financial, LLC | 2,936 | $40.2K | 0.02% | +2,936 | New |
| Steward Partners Investment Advisory, LLC | 2,930 | $40.1K | 0.00% | +1,000+51.8% | Added |
| S.A. Mason LLC | 2,500 | $34.3K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 2,479 | $34.0K | 0.00% | −1,562−38.7% | Reduced |
| Atlantic Private Wealth, LLC | 2,460 | $33.7K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,430 | $33.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,110 | $28.9K | 0.00% | +205+10.8% | Added |
| Smartleaf Asset Management LLC | 2,092 | $28.8K | 0.00% | +456+27.9% | Added |
| National Bank of Canada | 2,075 | $27.2K | 0.00% | +85+4.3% | Added |
| Allworth Financial LP | 1,604 | $23.6K | 0.00% | −21−1.3% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $21.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,289 | $17.7K | 0.00% | −7−0.5% | Reduced |
| Corebridge Financial, Inc. | 1,063 | $14.6K | 0.00% | +1,063 | New |
| Principal Securities, Inc. | 1,036 | $14.2K | 0.00% | −6−0.6% | Reduced |
| Venturi Wealth Management, LLC | 1,000 | $13.7K | 0.00% | +322+47.5% | Added |