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, Q3 2024
Institutional positions in Rocket Companies, Inc. as of Sep 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
- 270
- +18 vs. Q2 2024
- Shares held
- 101.8M
- +11.1M (+12.2%) vs. Q2 2024
- Total value
- $1.95B
- +$710.5M (+57.1%) vs. Q2 2024
- New holders
- 56
- 99 more added
- Sold out
- 38
- 66 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| Hemington Wealth Management | 21 | $0 | 0.00% | +21 | New |
| Claris Advisors, LLC | 1 | $19 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $58 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $58 | 0.00% | −1−25.0% | Reduced |
| Sandy Spring Bank | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $134 | 0.00% | −41−85.4% | Reduced |
| IFP Advisors, Inc | 8 | $154 | 0.00% | −218−96.5% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $231 | 0.00% | −1−7.7% | Reduced |
| Assetmark, Inc | 13 | $249 | 0.00% | +13 | New |
| Richard W. Paul & Associates, LLC | 20 | $384 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $537 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $710 | 0.00% | +37 | New |
| Asset Dedication, LLC | 48 | $922 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 73 | $1.14K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $1.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 70 | $1.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 89 | $1.71K | 0.00% | +53+147.2% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $1.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 109 | $2.09K | 0.00% | +109 | New |
| GWM Advisors LLC | 150 | $2.88K | 0.00% | +150 | New |
| Massmutual Trust Co FSB | 153 | $2.94K | 0.00% | +23+17.7% | Added |
| Hantz Financial Services, Inc. | 157 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $3.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 194 | $3.72K | 0.00% | +194 | New |
| PSI Advisors, LLC | 200 | $3.84K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $3.84K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 200 | $3.85K | 0.00% | +200 | New |
| CBIZ Investment Advisory Services, LLC | 219 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 260 | $5.01K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 271 | $5.20K | 0.00% | +271 | New |
| Bruce G. Allen Investments, LLC | 288 | $5.53K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 299 | $5.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 300 | $5.76K | 0.00% | +300 | New |
| Ancora Advisors, LLC | 310 | $5.95K | 0.00% | −50−13.9% | Reduced |
| Simplex Trading, LLC | 376 | $7.00K | 0.00% | −130,983−99.7% | Reduced |
| Ci Investments Inc. | 381 | $7.00K | 0.00% | −8−2.1% | Reduced |
| Avion Wealth | 400 | $7.00K | 0.00% | +400 | New |
| Activest Wealth Management | 387 | $7.43K | 0.00% | +387 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $7.68K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $8.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 498 | $9.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $9.60K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $9.60K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $9.60K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 504 | $9.67K | 0.00% | +110+27.9% | Added |
| Comerica Bank | 539 | $10.3K | 0.00% | +100+22.8% | Added |
| Mather Group, LLC. | 631 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 749 | $14.4K | 0.00% | −23−3.0% | Reduced |
| Skopos Labs, Inc. | 954 | $18.3K | 0.01% | +954 | New |
| Venturi Wealth Management, LLC | 1,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,030 | $19.8K | 0.00% | −33−3.1% | Reduced |
| Signaturefd, LLC | 1,369 | $26.3K | 0.00% | +80+6.2% | Added |
| Hexagon Capital Partners LLC | 1,550 | $29.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,625 | $31.2K | 0.00% | +21+1.3% | Added |
| Parallel Advisors, LLC | 1,630 | $31.3K | 0.00% | +855+110.3% | Added |
| Russell Investments Group, Ltd. | 1,732 | $33.2K | 0.00% | +769+79.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,748 | $33.5K | 0.00% | −1,218−41.1% | Reduced |
| Smartleaf Asset Management LLC | 1,933 | $36.6K | 0.00% | −159−7.6% | Reduced |
| Capital Performance Advisors LLP | 2,011 | $38.6K | 0.01% | +2,011 | New |
| Principal Securities, Inc. | 2,256 | $43.3K | 0.00% | +1,220+117.8% | Added |
| MetLife Investment Management | 2,424 | $46.5K | 0.00% | −55−2.2% | Reduced |
| Caption Management, LLC | 2,482 | $47.6K | 0.01% | +2,482 | New |
| S.A. Mason LLC | 2,500 | $48.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,635 | $50.6K | 0.01% | +525+24.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,930 | $56.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,082 | $59.1K | 0.02% | −1,271−29.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,276 | $62.9K | 0.00% | −112−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,631 | $69.7K | 0.00% | +2,732+303.9% | Added |
| KBC Group NV | 3,830 | $73.0K | 0.00% | −1,328−25.7% | Reduced |
| US Bancorp | 4,008 | $76.9K | 0.00% | +112+2.9% | Added |
| Glen Eagle Advisors, LLC | 4,172 | $80.1K | 0.01% | −1,000−19.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,438 | $88.2K | 0.00% | +2,261+54.1% | Added |
| CoreCap Advisors, LLC | 4,930 | $94.6K | 0.00% | +2,500+102.9% | Added |
| Ossiam | 4,953 | $95.0K | 0.00% | +4,953 | New |
| Sterling Capital Management LLC | 5,276 | $101.2K | 0.00% | +5,276 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,305 | $101.8K | 0.00% | −333−5.9% | Reduced |
| Westpac Banking Corp | 5,927 | $113.7K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,244 | $119.8K | 0.02% | +6,244 | New |
| Amalgamated Bank | 7,371 | $141.0K | 0.00% | −16,995−69.7% | Reduced |
| Citigroup Inc | 7,889 | $151.4K | 0.00% | −6,785−46.2% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $159.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 8,644 | $165.9K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,001 | $191.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,220 | $193.5K | 0.00% | +10,220 | New |
| Bleakley Financial Group, LLC | 10,229 | $196.3K | 0.01% | +10,229 | New |
| Schonfeld Strategic Advisors LLC | 10,421 | $200.0K | 0.00% | +10,421 | New |
| Bridges Investment Management Inc | 10,422 | $200.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,789 | $207.0K | 0.00% | +666+6.6% | Added |
| Brinker Capital Investments, LLC | 10,807 | $207.4K | 0.00% | −2,430−18.4% | Reduced |
| Orion Portfolio Solutions, LLC | 10,807 | $207.4K | 0.00% | −2,430−18.4% | Reduced |
| HighTower Advisors, LLC | 11,108 | $216.0K | 0.00% | +34+0.3% | Added |
| Lakeshore Financial Planning, Inc. | 11,496 | $220.6K | 0.10% | −2,000−14.8% | Reduced |
| Versor Investments LP | 11,600 | $222.6K | 0.04% | +11,600 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,845 | $227.3K | 0.00% | −294−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,015 | $230.6K | 0.00% | −24,189−66.8% | Reduced |