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 2 sales; 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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 2,930 | $56.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,635 | $50.6K | 0.01% | +525+24.9% | Added |
| S.A. Mason LLC | 2,500 | $48.0K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 2,482 | $47.6K | 0.01% | +2,482 | New |
| MetLife Investment Management | 2,424 | $46.5K | 0.00% | −55−2.2% | Reduced |
| Principal Securities, Inc. | 2,256 | $43.3K | 0.00% | +1,220+117.8% | Added |
| Capital Performance Advisors LLP | 2,011 | $38.6K | 0.01% | +2,011 | New |
| Smartleaf Asset Management LLC | 1,933 | $36.6K | 0.00% | −159−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,748 | $33.5K | 0.00% | −1,218−41.1% | Reduced |
| Russell Investments Group, Ltd. | 1,732 | $33.2K | 0.00% | +769+79.9% | Added |
| Parallel Advisors, LLC | 1,630 | $31.3K | 0.00% | +855+110.3% | Added |
| Allworth Financial LP | 1,625 | $31.2K | 0.00% | +21+1.3% | Added |
| Hexagon Capital Partners LLC | 1,550 | $29.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,369 | $26.3K | 0.00% | +80+6.2% | Added |
| Corebridge Financial, Inc. | 1,030 | $19.8K | 0.00% | −33−3.1% | Reduced |
| Venturi Wealth Management, LLC | 1,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 954 | $18.3K | 0.01% | +954 | New |
| Farther Finance Advisors, LLC | 749 | $14.4K | 0.00% | −23−3.0% | Reduced |
| Mather Group, LLC. | 631 | $12.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 539 | $10.3K | 0.00% | +100+22.8% | Added |
| Lindbrook Capital, LLC | 504 | $9.67K | 0.00% | +110+27.9% | Added |
| 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 |
| Fortitude Family Office, LLC | 498 | $9.56K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $8.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $7.68K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 387 | $7.43K | 0.00% | +387 | New |
| 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 |
| Ancora Advisors, LLC | 310 | $5.95K | 0.00% | −50−13.9% | Reduced |
| Tortoise Investment Management, LLC | 300 | $5.76K | 0.00% | +300 | New |
| Quadrant Capital Group LLC | 299 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $5.53K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 271 | $5.20K | 0.00% | +271 | New |
| Bullock Wealth Management Group | 260 | $5.01K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 219 | $4.20K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 200 | $3.85K | 0.00% | +200 | 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 |
| Quent Capital, LLC | 194 | $3.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 194 | $3.72K | 0.00% | +194 | New |
| Hantz Financial Services, Inc. | 157 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $2.94K | 0.00% | +23+17.7% | Added |
| GWM Advisors LLC | 150 | $2.88K | 0.00% | +150 | New |
| Sachetta, LLC | 109 | $2.09K | 0.00% | +109 | New |
| Parkside Financial Bank & Trust | 106 | $2.04K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $1.92K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 89 | $1.71K | 0.00% | +53+147.2% | Added |
| First Horizon Advisors, Inc. | 70 | $1.34K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $1.15K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 73 | $1.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $922 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $710 | 0.00% | +37 | New |
| EverSource Wealth Advisors, LLC | 28 | $537 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $384 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $249 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 12 | $231 | 0.00% | −1−7.7% | Reduced |
| IFP Advisors, Inc | 8 | $154 | 0.00% | −218−96.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $134 | 0.00% | −41−85.4% | Reduced |
| 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 |
| Frazier Financial Advisors, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $19 | 0.00% | +1 | New |
| 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 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −717,701−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −697,941−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −630,566−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −80,106−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −62,243−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −59,512−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −55,753−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −57,172−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −50,379−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −29,472−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −26,629−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −23,285−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −21,807−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −21,486−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,454−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −16,865−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −13,021−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,942−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −10,320−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,134−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |