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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 62,300 | $1.20M | 0.17% | −15,000−19.4% | Reduced |
| Mariner, LLC | 61,272 | $1.18M | 0.00% | +6,551+12.0% | Added |
| Treasurer of the State of North Carolina | 60,472 | $1.16M | 0.00% | +240+0.4% | Added |
| Quadrature Capital Ltd | 55,817 | $1.07M | 0.02% | +55,817 | New |
| First Eagle Investment Management, LLC | 55,740 | $1.07M | 0.00% | +5,200+10.3% | Added |
| Janus Henderson Group PLC | 54,579 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 54,265 | $1.04M | 0.00% | −436−0.8% | Reduced |
| IMC-Chicago, LLC | 53,133 | $1.02M | 0.03% | −5,952−10.1% | Reduced |
| Nisa Investment Advisors, LLC | 53,100 | $1.02M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 52,157 | $1.00M | 0.00% | +4,758+10.0% | Added |
| Public Employees Retirement System of Ohio | 51,314 | $984.7K | 0.00% | −2,236−4.2% | Reduced |
| Wealth Management Associates, Inc. | 48,940 | $939.2K | 0.41% | −670−1.4% | Reduced |
| STRS Ohio | 48,286 | $926.6K | 0.00% | +3,235+7.2% | Added |
| ExodusPoint Capital Management, LP | 47,997 | $921.0K | 0.01% | −212,220−81.6% | Reduced |
| Entropy Technologies, LP | 45,597 | $875.0K | 0.09% | +45,597 | New |
| CIBC Private Wealth Group, LLC | 44,992 | $863.4K | 0.00% | −1,500−3.2% | Reduced |
| Royal Bank of Canada | 43,537 | $835.0K | 0.00% | +16,354+60.2% | Added |
| Alliancebernstein L.P. | 38,449 | $737.8K | 0.00% | −816,817−95.5% | Reduced |
| Arizona State Retirement System | 36,146 | $693.6K | 0.00% | +1,172+3.4% | Added |
| Seven Eight Capital, LP | 36,007 | $691.0K | 0.06% | +36,007 | New |
| Advisor Group Holdings, Inc. | 32,939 | $632.1K | 0.00% | +676+2.1% | Added |
| Intrinsic Value Partners, LLC | 32,450 | $622.7K | 0.62% | −2,695−7.7% | Reduced |
| Cetera Investment Advisers | 32,099 | $616.0K | 0.00% | +3,860+13.7% | Added |
| DMG Group, LLC | 31,775 | $609.8K | 0.49% | +2,373+8.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,217 | $599.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 31,190 | $598.5K | 0.00% | +14,340+85.1% | Added |
| Vident Advisory, LLC | 29,720 | $570.3K | 0.01% | −4,721−13.7% | Reduced |
| Steel Peak Wealth Management LLC | 29,572 | $567.5K | 0.03% | +29,572 | New |
| Savant Capital, LLC | 29,355 | $563.3K | 0.00% | +9,348+46.7% | Added |
| Macquarie Group Ltd | 26,450 | $507.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 26,034 | $499.6K | 0.00% | +14,497+125.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,489 | $489.0K | 0.00% | −11,572−31.2% | Reduced |
| Manufacturers Life Insurance Company, The | 25,388 | $487.2K | 0.00% | +278+1.1% | Added |
| CWM, LLC | 25,154 | $483.0K | 0.00% | +10,668+73.6% | Added |
| Aigen Investment Management, LP | 24,978 | $479.3K | 0.09% | +6,922+38.3% | Added |
| Counterpoint Mutual Funds LLC | 24,686 | $473.7K | 0.09% | +24,686 | New |
| nVerses Capital, LLC | 24,600 | $472.1K | 0.22% | +24,600 | New |
| Balyasny Asset Management LLC | 23,413 | $449.3K | 0.00% | −3,013,325−99.2% | Reduced |
| JustInvest LLC | 22,622 | $434.1K | 0.01% | +1,057+4.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,566 | $433.0K | 0.00% | +2,766+14.0% | Added |
| Equitable Holdings, Inc. | 20,995 | $402.9K | 0.00% | +20,995 | New |
| 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 |
| Parallax Volatility Advisers, L.P. | 20,152 | $386.7K | 0.01% | −87,451−81.3% | Reduced |
| International Assets Investment Management, LLC | 7,377 | $384.0K | 0.00% | +7,168+3,429.7% | Added |
| Magnetar Financial LLC | 19,506 | $374.3K | 0.01% | +19,506 | New |
| Penserra Capital Management LLC | 19,525 | $374.0K | 0.01% | −513−2.6% | Reduced |
| Schubert & Co | 19,395 | $372.2K | 0.26% | +19,395 | New |
| State of Wyoming | 19,320 | $370.8K | 0.05% | +850+4.6% | Added |
| Paloma Partners Management Co | 19,164 | $367.8K | 0.02% | +19,164 | New |
| Edgestream Partners, L.P. | 18,582 | $356.6K | 0.02% | −57,358−75.5% | Reduced |
| Handelsbanken Fonder AB | 18,466 | $354.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,254 | $350.3K | 0.01% | +18,254 | New |
| Acadian Asset Management LLC | 17,225 | $330.0K | 0.00% | +17,225 | New |
| Envestnet Asset Management Inc | 16,703 | $320.5K | 0.00% | −272−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 16,278 | $312.4K | 0.01% | +6,044+59.1% | Added |
| Virtu Financial LLC | 16,135 | $310.0K | 0.02% | +2,925+22.1% | Added |
| Atlas Capital Advisors LLC | 16,042 | $307.8K | 0.05% | −751−4.5% | Reduced |
| Ameriprise Financial Inc | 15,890 | $304.9K | 0.00% | +3,735+30.7% | Added |
| Public Employees Retirement Association of Colorado | 15,823 | $304.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,833 | $303.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15,721 | $297.6K | 0.00% | +11,633+284.6% | Added |
| Pointe Capital Management LLC | 15,030 | $288.4K | 0.17% | −5,000−25.0% | Reduced |
| HSBC Holdings PLC | 14,914 | $286.0K | 0.00% | +15+0.1% | Added |
| Private Advisor Group, LLC | 14,798 | $284.0K | 0.00% | +3,129+26.8% | Added |
| Wedmont Private Capital | 15,937 | $279.1K | 0.02% | +1,305+8.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,878 | $266.3K | 0.04% | −7,077−33.8% | Reduced |
| TownSquare Capital, LLC | 12,417 | $238.3K | 0.00% | +12,417 | New |
| Deerfield Management Company, L.P. (Series C) | 12,347 | $236.9K | 0.00% | +12,347 | New |
| Kingsview Wealth Management, LLC | 12,250 | $235.1K | 0.00% | +12,250 | New |
| Allspring Global Investments Holdings, LLC | 12,015 | $230.6K | 0.00% | −24,189−66.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,845 | $227.3K | 0.00% | −294−2.4% | Reduced |
| Versor Investments LP | 11,600 | $222.6K | 0.04% | +11,600 | New |
| Lakeshore Financial Planning, Inc. | 11,496 | $220.6K | 0.10% | −2,000−14.8% | Reduced |
| HighTower Advisors, LLC | 11,108 | $216.0K | 0.00% | +34+0.3% | 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 |
| MML Investors Services, LLC | 10,789 | $207.0K | 0.00% | +666+6.6% | Added |
| Bridges Investment Management Inc | 10,422 | $200.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,421 | $200.0K | 0.00% | +10,421 | New |
| Bleakley Financial Group, LLC | 10,229 | $196.3K | 0.01% | +10,229 | New |
| Bank of Montreal | 10,220 | $193.5K | 0.00% | +10,220 | New |
| State of Wisconsin Investment Board | 10,001 | $191.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 8,644 | $165.9K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 12,828 | $159.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,889 | $151.4K | 0.00% | −6,785−46.2% | Reduced |
| Amalgamated Bank | 7,371 | $141.0K | 0.00% | −16,995−69.7% | Reduced |
| V-Square Quantitative Management LLC | 6,244 | $119.8K | 0.02% | +6,244 | New |
| Westpac Banking Corp | 5,927 | $113.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,305 | $101.8K | 0.00% | −333−5.9% | Reduced |
| Sterling Capital Management LLC | 5,276 | $101.2K | 0.00% | +5,276 | New |
| Ossiam | 4,953 | $95.0K | 0.00% | +4,953 | New |
| CoreCap Advisors, LLC | 4,930 | $94.6K | 0.00% | +2,500+102.9% | Added |
| Ronald Blue Trust, Inc. | 6,438 | $88.2K | 0.00% | +2,261+54.1% | Added |
| Glen Eagle Advisors, LLC | 4,172 | $80.1K | 0.01% | −1,000−19.3% | Reduced |
| US Bancorp | 4,008 | $76.9K | 0.00% | +112+2.9% | Added |
| KBC Group NV | 3,830 | $73.0K | 0.00% | −1,328−25.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,631 | $69.7K | 0.00% | +2,732+303.9% | Added |
| The PNC Financial Services Group, Inc. | 3,276 | $62.9K | 0.00% | −112−3.3% | Reduced |
| Quarry LP | 3,082 | $59.1K | 0.02% | −1,271−29.2% | Reduced |