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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 12,250 | $235.1K | 0.00% | +12,250 | New |
| Deerfield Management Company, L.P. (Series C) | 12,347 | $236.9K | 0.00% | +12,347 | New |
| TownSquare Capital, LLC | 12,417 | $238.3K | 0.00% | +12,417 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,878 | $266.3K | 0.04% | −7,077−33.8% | Reduced |
| Wedmont Private Capital | 15,937 | $279.1K | 0.02% | +1,305+8.9% | Added |
| Private Advisor Group, LLC | 14,798 | $284.0K | 0.00% | +3,129+26.8% | Added |
| HSBC Holdings PLC | 14,914 | $286.0K | 0.00% | +15+0.1% | Added |
| Pointe Capital Management LLC | 15,030 | $288.4K | 0.17% | −5,000−25.0% | Reduced |
| Jones Financial Companies LLLP | 15,721 | $297.6K | 0.00% | +11,633+284.6% | Added |
| Pictet Asset Management Holding SA | 15,833 | $303.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,823 | $304.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,890 | $304.9K | 0.00% | +3,735+30.7% | Added |
| Atlas Capital Advisors LLC | 16,042 | $307.8K | 0.05% | −751−4.5% | Reduced |
| Virtu Financial LLC | 16,135 | $310.0K | 0.02% | +2,925+22.1% | Added |
| Wealthcare Advisory Partners LLC | 16,278 | $312.4K | 0.01% | +6,044+59.1% | Added |
| Envestnet Asset Management Inc | 16,703 | $320.5K | 0.00% | −272−1.6% | Reduced |
| Acadian Asset Management LLC | 17,225 | $330.0K | 0.00% | +17,225 | New |
| Stratos Wealth Partners, LTD. | 18,254 | $350.3K | 0.01% | +18,254 | New |
| Handelsbanken Fonder AB | 18,466 | $354.0K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 18,582 | $356.6K | 0.02% | −57,358−75.5% | Reduced |
| Paloma Partners Management Co | 19,164 | $367.8K | 0.02% | +19,164 | New |
| State of Wyoming | 19,320 | $370.8K | 0.05% | +850+4.6% | Added |
| Schubert & Co | 19,395 | $372.2K | 0.26% | +19,395 | New |
| Penserra Capital Management LLC | 19,525 | $374.0K | 0.01% | −513−2.6% | Reduced |
| Magnetar Financial LLC | 19,506 | $374.3K | 0.01% | +19,506 | New |
| International Assets Investment Management, LLC | 7,377 | $384.0K | 0.00% | +7,168+3,429.7% | Added |
| Parallax Volatility Advisers, L.P. | 20,152 | $386.7K | 0.01% | −87,451−81.3% | Reduced |
| Aristeia Capital LLC | 20,752 | $398.2K | 0.01% | +135+0.7% | Added |
| Truist Financial Corp | 20,752 | $398.2K | 0.00% | +4,499+27.7% | Added |
| Equitable Holdings, Inc. | 20,995 | $402.9K | 0.00% | +20,995 | New |
| Wealth Enhancement Advisory Services, LLC | 22,566 | $433.0K | 0.00% | +2,766+14.0% | Added |
| JustInvest LLC | 22,622 | $434.1K | 0.01% | +1,057+4.9% | Added |
| Balyasny Asset Management LLC | 23,413 | $449.3K | 0.00% | −3,013,325−99.2% | Reduced |
| nVerses Capital, LLC | 24,600 | $472.1K | 0.22% | +24,600 | New |
| Counterpoint Mutual Funds LLC | 24,686 | $473.7K | 0.09% | +24,686 | New |
| Aigen Investment Management, LP | 24,978 | $479.3K | 0.09% | +6,922+38.3% | Added |
| CWM, LLC | 25,154 | $483.0K | 0.00% | +10,668+73.6% | Added |
| Manufacturers Life Insurance Company, The | 25,388 | $487.2K | 0.00% | +278+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,489 | $489.0K | 0.00% | −11,572−31.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,034 | $499.6K | 0.00% | +14,497+125.7% | Added |
| Macquarie Group Ltd | 26,450 | $507.6K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 29,355 | $563.3K | 0.00% | +9,348+46.7% | Added |
| Steel Peak Wealth Management LLC | 29,572 | $567.5K | 0.03% | +29,572 | New |
| Vident Advisory, LLC | 29,720 | $570.3K | 0.01% | −4,721−13.7% | Reduced |
| Cerity Partners LLC | 31,190 | $598.5K | 0.00% | +14,340+85.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,217 | $599.1K | 0.00% | 00.0% | Unchanged |
| DMG Group, LLC | 31,775 | $609.8K | 0.49% | +2,373+8.1% | Added |
| Cetera Investment Advisers | 32,099 | $616.0K | 0.00% | +3,860+13.7% | Added |
| Intrinsic Value Partners, LLC | 32,450 | $622.7K | 0.62% | −2,695−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 32,939 | $632.1K | 0.00% | +676+2.1% | Added |
| Seven Eight Capital, LP | 36,007 | $691.0K | 0.06% | +36,007 | New |
| Arizona State Retirement System | 36,146 | $693.6K | 0.00% | +1,172+3.4% | Added |
| Alliancebernstein L.P. | 38,449 | $737.8K | 0.00% | −816,817−95.5% | Reduced |
| Royal Bank of Canada | 43,537 | $835.0K | 0.00% | +16,354+60.2% | Added |
| CIBC Private Wealth Group, LLC | 44,992 | $863.4K | 0.00% | −1,500−3.2% | Reduced |
| Entropy Technologies, LP | 45,597 | $875.0K | 0.09% | +45,597 | New |
| ExodusPoint Capital Management, LP | 47,997 | $921.0K | 0.01% | −212,220−81.6% | Reduced |
| STRS Ohio | 48,286 | $926.6K | 0.00% | +3,235+7.2% | Added |
| Wealth Management Associates, Inc. | 48,940 | $939.2K | 0.41% | −670−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 51,314 | $984.7K | 0.00% | −2,236−4.2% | Reduced |
| Great West Life Assurance Co | 52,157 | $1.00M | 0.00% | +4,758+10.0% | Added |
| Nisa Investment Advisors, LLC | 53,100 | $1.02M | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 53,133 | $1.02M | 0.03% | −5,952−10.1% | Reduced |
| Cresset Asset Management, LLC | 54,265 | $1.04M | 0.00% | −436−0.8% | Reduced |
| Janus Henderson Group PLC | 54,579 | $1.05M | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 55,740 | $1.07M | 0.00% | +5,200+10.3% | Added |
| Quadrature Capital Ltd | 55,817 | $1.07M | 0.02% | +55,817 | New |
| Treasurer of the State of North Carolina | 60,472 | $1.16M | 0.00% | +240+0.4% | Added |
| Mariner, LLC | 61,272 | $1.18M | 0.00% | +6,551+12.0% | Added |
| Keebeck Wealth Management, LLC | 62,300 | $1.20M | 0.17% | −15,000−19.4% | Reduced |
| Axq Capital, LP | 64,996 | $1.25M | 0.38% | +64,996 | New |
| Centiva Capital, LP | 66,369 | $1.27M | 0.06% | +66,369 | New |
| Walleye Capital LLC | 66,370 | $1.27M | 0.01% | +42,472+177.7% | Added |
| Victory Capital Management Inc | 67,161 | $1.29M | 0.00% | +51,336+324.4% | Added |
| New York State Common Retirement Fund | 67,403 | $1.29M | 0.00% | −34,400−33.8% | Reduced |
| FORA Capital, LLC | 67,621 | $1.30M | 0.15% | +67,621 | New |
| Global Retirement Partners, LLC | 68,107 | $1.31M | 0.04% | −1,900−2.7% | Reduced |
| FJ Capital Management LLC | 70,052 | $1.34M | 0.14% | +70,052 | New |
| Missouri Trust & Investment Co | 71,035 | $1.36M | 0.48% | −17,465−19.7% | Reduced |
| Price T Rowe Associates Inc | 74,991 | $1.44M | 0.00% | +12,930+20.8% | Added |
| XTX Topco Ltd | 77,415 | $1.49M | 0.11% | +77,415 | New |
| HCR Wealth Advisors | 78,207 | $1.50M | 0.20% | −156−0.2% | Reduced |
| Mangrove Partners | 78,671 | $1.51M | 0.15% | +78,671 | New |
| Verition Fund Management LLC | 78,982 | $1.52M | 0.01% | +34,895+79.2% | Added |
| Aspen Grove Capital, LLC | 80,000 | $1.54M | 0.34% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80,250 | $1.54M | 0.02% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 81,496 | $1.56M | 2.17% | +81,496 | New |
| Goldman Sachs Group Inc | 83,437 | $1.60M | 0.00% | +25,945+45.1% | Added |
| SEI Investments Co | 84,356 | $1.62M | 0.00% | +31,646+60.0% | Added |
| Arrowstreet Capital, Limited Partnership | 94,443 | $1.81M | 0.00% | +94,443 | New |
| State of New Jersey Common Pension Fund D | 95,456 | $1.83M | 0.01% | +95,456 | New |
| Ieq Capital, LLC | 100,134 | $1.92M | 0.02% | +134+0.1% | Added |
| Trexquant Investment LP | 110,617 | $2.12M | 0.03% | +110,617 | New |
| Brooktree Capital Management | 111,919 | $2.15M | 1.74% | −1,472−1.3% | Reduced |
| Aquatic Capital Management LLC | 112,489 | $2.16M | 0.06% | +112,489 | New |
| Commonwealth Equity Services, LLC | 112,876 | $2.17M | 0.00% | +43,231+62.1% | Added |
| USS Investment Management Ltd | 113,783 | $2.18M | 0.02% | +1,191+1.1% | Added |
| State Board of Administration of Florida Retirement System | 115,880 | $2.22M | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 119,158 | $2.29M | 0.05% | +53,819+82.4% | Added |
| California State Teachers Retirement System | 119,755 | $2.30M | 0.00% | −3,368−2.7% | Reduced |