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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.

Institutional holdersQ2 2024: 255 institutions
Q1 2021: 261 institutionsQ2 2021: 234 institutionsQ3 2021: 239 institutionsQ4 2021: 257 institutionsQ1 2022: 240 institutionsQ2 2022: 237 institutionsQ3 2022: 219 institutionsQ4 2022: 238 institutionsQ1 2023: 242 institutionsQ2 2023: 213 institutionsQ3 2023: 229 institutionsQ4 2023: 237 institutionsQ1 2024: 238 institutionsQ2 2024: 255 institutionsQ3 2024: 270 institutionsQ4 2024: 269 institutionsQ1 2025: 309 institutionsQ2 2025: 375 institutionsQ3 2025: 509 institutionsQ4 2025: 789 institutionsQ1 2026: 819 institutionsQ2 2026: 798 institutions
Value heldQ2 2024: $1.32B
Q1 2021: $1.69BQ2 2021: $1.43BQ3 2021: $1.18BQ4 2021: $1.03BQ1 2022: $897.1MQ2 2022: $604.6MQ3 2022: $499.0MQ4 2022: $618.8MQ1 2023: $781.3MQ2 2023: $723.9MQ3 2023: $669.2MQ4 2023: $1.31BQ1 2024: $1.38BQ2 2024: $1.32BQ3 2024: $1.95BQ4 2024: $1.23BQ1 2025: $1.66BQ2 2025: $2.99BQ3 2025: $6.56BQ4 2025: $15.9BQ1 2026: $11.8BQ2 2026: $15.1B
Institutions holding RKT and their total value by quarter
QuarterHoldersValue
Q2 2026798$15.1B
Q1 2026819$11.8B
Q4 2025789$15.9B
Q3 2025509$6.56B
Q2 2025375$2.99B
Q1 2025309$1.66B
Q4 2024269$1.23B
Q3 2024270$1.95B
Q2 2024255$1.32B
Q1 2024238$1.38B
Q4 2023237$1.31B
Q3 2023229$669.2M
Q2 2023213$723.9M
Q1 2023242$781.3M
Q4 2022238$618.8M
Q3 2022219$499.0M
Q2 2022237$604.6M
Q1 2022240$897.1M
Q4 2021257$1.03B
Q3 2021239$1.18B
Q2 2021234$1.43B
Q1 2021261$1.69B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2024.

Institutions holding RKT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.963$13.2K0.00%+407+73.2%Added
Tower Research Capital LLC (TRC)899$12.3K0.00%−6,240−87.4%Reduced
Parallel Advisors, LLC775$10.6K0.00%+114+17.2%Added
Wiser Advisor Group LLC750$10.3K0.02%00.0%Unchanged
Farther Finance Advisors, LLC772$10.2K0.00%+35+4.7%Added
Mather Group, LLC.631$9.18K0.00%00.0%Unchanged
North Star Investment Management Corp.500$6.85K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.500$6.85K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC500$6.85K0.00%00.0%Unchanged
Symmetry Peak Management LLC500$6.85K0.53%+500New
Fortitude Family Office, LLC498$6.82K0.00%00.0%Unchanged
Comerica Bank439$6.01K0.00%+112+34.3%Added
Lazard Asset Management LLC473$6.00K0.00%+473New
TD Waterhouse Canada Inc.437$5.75K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC400$5.48K0.00%00.0%Unchanged
Lindbrook Capital, LLC394$5.40K0.00%+190+93.1%Added
Ci Investments Inc.389$5.00K0.00%−23−5.6%Reduced
Ancora Advisors, LLC360$4.93K0.00%+50+16.1%Added
Quadrant Capital Group LLC299$4.10K0.00%−391−56.7%Reduced
Bruce G. Allen Investments, LLC288$3.95K0.00%00.0%Unchanged
Bullock Wealth Management Group260$3.42K0.00%00.0%Unchanged
IFP Advisors, Inc226$3.10K0.00%−4−1.7%Reduced
CBIZ Investment Advisory Services, LLC219$3.00K0.00%+219New
International Assets Investment Management, LLC209$2.87K0.00%+209New
Kozak & Associates, Inc.200$2.77K0.00%00.0%Unchanged
PSI Advisors, LLC200$2.74K0.00%00.0%Unchanged
Scarborough Advisors, LLC200$2.74K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.200$2.74K0.00%00.0%Unchanged
Harbour Investments, Inc.200$2.74K0.00%+200New
Quent Capital, LLC194$2.66K0.00%00.0%Unchanged
Great Lakes Retirement, Inc.177$2.42K0.00%+177New
Hantz Financial Services, Inc.157$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB130$1.78K0.00%+18+16.1%Added
Ashton Thomas Private Wealth, LLC118$1.62K0.00%+118New
Parkside Financial Bank & Trust106$1.45K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC100$1.37K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec100$1.37K0.00%+100New
Semmax Financial Advisors Inc.73$1.36K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.70$9590.00%+70New
First Horizon Advisors, Inc.70$9590.00%+70New
Stephens Consulting, LLC60$8220.00%00.0%Unchanged
Asset Dedication, LLC48$6580.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC48$6570.00%00.0%Unchanged
CVA Family Office, LLC36$4930.00%+36New
Hobbs Group Advisors, LLC600$4560.00%+600New
EverSource Wealth Advisors, LLC28$4530.00%+17+154.5%Added
Richard W. Paul & Associates, LLC20$2740.00%00.0%Unchanged
JFS Wealth Advisors, LLC13$1790.00%00.0%Unchanged
SJS Investment Consulting Inc.4$550.00%00.0%Unchanged
MV Capital Management, Inc.4$550.00%+4New
Sandy Spring Bank3$420.00%+3New
Frazier Financial Advisors, LLC2$280.00%00.0%Unchanged
Huntington National Bank2$270.00%−55,224−100.0%Reduced
Covestor Ltd13$00.00%00.0%Unchanged
Banque Cantonale Vaudoise1$00.00%+1New
Caledonia (Private) Investments Pty Ltd0$00.00%−4,384,150−100.0%Sold out
Jump Financial, LLC0$00.00%−187,338−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−185,406−100.0%Sold out
Patient Capital Management, LLC0$00.00%−142,791−100.0%Sold out
Azora Capital LP0$00.00%−134,215−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−75,161−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−60,871−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−51,300−100.0%Sold out
Trexquant Investment LP0$00.00%−34,891−100.0%Sold out
Nishkama Capital, LLC0$00.00%−28,000−100.0%Sold out
MAI Capital Management0$00.00%−24,853−100.0%Sold out
Keebeck Alpha, LP0$00.00%−24,849−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−23,855−100.0%Sold out
Epacria Capital Partners, LLC0$00.00%−21,571−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−21,075−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,080−100.0%Sold out
Xponance, Inc.0$00.00%−11,332−100.0%Sold out
Axq Capital, LP0$00.00%−10,313−100.0%Sold out
Pine Valley Investments Ltd Liability Co0$00.00%−10,094−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−5,290−100.0%Sold out
nVerses Capital, LLC0$00.00%−4,100−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−2,504−100.0%Sold out
American International Group, Inc.0$00.00%−1,327−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−1,000−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−408−100.0%Sold out
Larson Financial Group LLC0$00.00%−306−100.0%Sold out
Quest Partners LLC0$00.00%−83−100.0%Sold out
Toronto Dominion Bank0$00.00%−16−100.0%Sold out
Gradient Investments LLC0$00.00%0Sold out
Credit Suisse AG––––Not filed
Cutler Group LP––––Not filed
Highlander Capital Management, LLC––––Not filed