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, Q4 2024
Institutional positions in Rocket Companies, Inc. as of Dec 31, 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
- 269
- +4 vs. Q3 2024
- Shares held
- 109.5M
- +8.14M (+8.0%) vs. Q3 2024
- Total value
- $1.23B
- −$711.6M (−36.6%) vs. Q3 2024
- New holders
- 55
- 90 more added
- Sold out
- 51
- 77 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 20 | $0 | 0.00% | −1−4.8% | Reduced |
| Covestor Ltd | 30 | $0 | 0.00% | +16+114.3% | Added |
| Global Financial Private Client, LLC | 1 | $11 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $11 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $34 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $34 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $34 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $78 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $136 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $225 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $484 | 0.00% | −46−51.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 46 | $518 | 0.00% | +46 | New |
| Asset Dedication, LLC | 48 | $541 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $676 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $991 | 0.00% | +88 | New |
| Hantz Financial Services, Inc. | 54 | $1.00K | 0.00% | −103−65.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 89 | $1.00K | 0.00% | +89 | New |
| Larson Financial Group LLC | 98 | $1.10K | 0.00% | +61+164.9% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $1.19K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.66K | 0.00% | −8−100.0% | Reduced |
| GWM Advisors LLC | 150 | $1.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $1.72K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 159 | $1.79K | 0.00% | +159 | New |
| Whipplewood Advisors, LLC | 167 | $1.88K | 0.00% | +167 | New |
| WPG Advisers, LLC | 195 | $2.20K | 0.00% | +195 | New |
| Decker Retirement Planning Inc. | 196 | $2.21K | 0.00% | +196 | New |
| Tortoise Investment Management, LLC | 200 | $2.25K | 0.00% | −100−33.3% | Reduced |
| Quent Capital, LLC | 202 | $2.27K | 0.00% | +8+4.1% | Added |
| Fourth Dimension Wealth, LLC | 204 | $2.30K | 0.00% | +204 | New |
| First Horizon Advisors, Inc. | 215 | $2.42K | 0.00% | +145+207.1% | Added |
| Bruce G. Allen Investments, LLC | 288 | $3.24K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 290 | $3.27K | 0.00% | −214−42.5% | Reduced |
| Quadrant Capital Group LLC | 299 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 310 | $3.49K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 314 | $3.54K | 0.00% | +314 | New |
| Ci Investments Inc. | 393 | $4.00K | 0.00% | +12+3.1% | Added |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 360 | $4.05K | 0.00% | +360 | New |
| MAI Capital Management | 368 | $4.14K | 0.00% | +368 | New |
| Activest Wealth Management | 388 | $4.37K | 0.00% | +1+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $4.50K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $4.92K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 450 | $5.07K | 0.00% | +450 | New |
| Spire Wealth Management | 480 | $5.41K | 0.00% | +480 | New |
| Fortitude Family Office, LLC | 498 | $5.61K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 500 | $5.63K | 0.00% | +500 | New |
| Comerica Bank | 552 | $6.21K | 0.00% | +13+2.4% | Added |
| Venturi Wealth Management, LLC | 578 | $6.51K | 0.00% | −422−42.2% | Reduced |
| Mather Group, LLC. | 631 | $7.11K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 680 | $7.66K | 0.01% | +680 | New |
| Parallel Advisors, LLC | 735 | $8.28K | 0.00% | −895−54.9% | Reduced |
| Farther Finance Advisors, LLC | 767 | $8.64K | 0.00% | +18+2.4% | Added |
| Ronald Blue Trust, Inc. | 874 | $9.84K | 0.00% | −5,564−86.4% | Reduced |
| Corebridge Financial, Inc. | 962 | $10.8K | 0.00% | −68−6.6% | Reduced |
| Skopos Labs, Inc. | 965 | $10.9K | 0.00% | +11+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,219 | $13.7K | 0.00% | +1,191+4,253.6% | Added |
| Russell Investments Group, Ltd. | 1,525 | $17.2K | 0.00% | −207−12.0% | Reduced |
| Smartleaf Asset Management LLC | 1,581 | $17.4K | 0.00% | −352−18.2% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $17.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,769 | $19.9K | 0.00% | +400+29.2% | Added |
| Allworth Financial LP | 1,708 | $20.4K | 0.00% | +83+5.1% | Added |
| Zions Bancorporation, N.A. | 2,000 | $22.5K | 0.00% | +2,000 | New |
| GAMMA Investing LLC | 2,141 | $24.1K | 0.00% | −494−18.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,156 | $24.3K | 0.00% | +408+23.3% | Added |
| National Bank of Canada | 2,322 | $26.1K | 0.00% | −143,600−98.4% | Reduced |
| MetLife Investment Management | 2,431 | $27.4K | 0.00% | +7+0.3% | Added |
| CoreCap Advisors, LLC | 2,445 | $27.5K | 0.00% | −2,485−50.4% | Reduced |
| S.A. Mason LLC | 2,500 | $28.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,680 | $30.2K | 0.00% | −250−8.5% | Reduced |
| Principal Securities, Inc. | 2,773 | $31.2K | 0.00% | +517+22.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,808 | $31.6K | 0.00% | −2,497−47.1% | Reduced |
| US Bancorp | 3,462 | $39.0K | 0.00% | −546−13.6% | Reduced |
| Atlas Capital Advisors LLC | 3,791 | $42.7K | 0.01% | −12,251−76.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,906 | $44.0K | 0.00% | +630+19.2% | Added |
| Itau Unibanco Holding S.A. | 4,161 | $46.9K | 0.00% | +4,161 | New |
| Glen Eagle Advisors, LLC | 4,172 | $47.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,459 | $61.0K | 0.00% | −19,695−78.3% | Reduced |
| Westpac Banking Corp | 5,927 | $66.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,056 | $68.0K | 0.00% | +2,226+58.1% | Added |
| Amalgamated Bank | 7,371 | $83.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,964 | $89.7K | 0.00% | +75+1.0% | Added |
| Sterling Capital Management LLC | 8,295 | $93.4K | 0.00% | +3,019+57.2% | Added |
| Cranbrook Wealth Management, LLC | 8,644 | $97.3K | 0.02% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 8,807 | $99.2K | 0.00% | +8,807 | New |
| Bridges Investment Management Inc | 10,422 | $117.4K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,480 | $118.0K | 0.05% | +10,480 | New |
| Steel Peak Wealth Management LLC | 10,969 | $123.5K | 0.01% | −18,603−62.9% | Reduced |
| Huntington National Bank | 10,977 | $123.6K | 0.00% | +10,975+548,750.0% | Added |
| Bayesian Capital Management, LP | 11,100 | $125.0K | 0.02% | +11,100 | New |
| MML Investors Services, LLC | 11,175 | $126.0K | 0.00% | +386+3.6% | Added |
| SBI Securities Co., Ltd. | 11,974 | $134.8K | 0.00% | +11,974 | New |
| Daiwa Securities Group Inc. | 12,065 | $136.0K | 0.00% | +12,065 | New |
| Dark Forest Capital Management LP | 12,218 | $137.6K | 0.02% | +12,218 | New |
| Aigen Investment Management, LP | 12,331 | $138.8K | 0.02% | −12,647−50.6% | Reduced |
| State of Wisconsin Investment Board | 12,346 | $139.0K | 0.00% | +2,345+23.4% | Added |
| ExodusPoint Capital Management, LP | 13,417 | $151.0K | 0.00% | −34,580−72.0% | Reduced |