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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 12,828 | $152.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 12,426 | $156.6K | 0.13% | +12,426 | New |
| Lakeshore Financial Planning, Inc. | 13,996 | $157.6K | 0.07% | +2,500+21.7% | Added |
| V-Square Quantitative Management LLC | 14,371 | $162.2K | 0.02% | +8,127+130.2% | Added |
| Edgestream Partners, L.P. | 14,961 | $168.5K | 0.01% | −3,621−19.5% | Reduced |
| Pointe Capital Management LLC | 15,030 | $169.2K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,823 | $178.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,833 | $178.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,849 | $178.5K | 0.00% | −38,416−70.8% | Reduced |
| Stratos Wealth Partners, LTD. | 16,254 | $183.0K | 0.00% | −2,000−11.0% | Reduced |
| Man Group plc | 17,663 | $198.9K | 0.00% | +17,663 | New |
| Cerity Partners LLC | 11,920 | $200.1K | 0.00% | −19,270−61.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,852 | $201.0K | 0.00% | −2,300−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 18,209 | $205.0K | 0.00% | −14,730−44.7% | Reduced |
| Trexquant Investment LP | 18,225 | $205.2K | 0.00% | −92,392−83.5% | Reduced |
| FLP Wealth Management, LLC | 18,586 | $209.3K | 0.53% | +18,586 | New |
| Ossiam | 18,621 | $209.7K | 0.00% | +13,668+276.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,433 | $213.4K | 0.00% | +7,588+64.1% | Added |
| Jane Street Group, LLC | 19,251 | $216.8K | 0.00% | −176,185−90.1% | Reduced |
| State of Wyoming | 19,664 | $221.4K | 0.03% | +344+1.8% | Added |
| Polymer Capital Management (US) LLC | 20,312 | $228.7K | 0.07% | +20,312 | New |
| Tower Research Capital LLC (TRC) | 20,384 | $229.5K | 0.00% | +16,753+461.4% | Added |
| Numerai GP LLC | 20,596 | $231.9K | 0.06% | +20,596 | New |
| Ameriprise Financial Inc | 20,598 | $231.9K | 0.00% | +4,708+29.6% | Added |
| Equitable Holdings, Inc. | 20,620 | $232.2K | 0.00% | −375−1.8% | Reduced |
| Verition Fund Management LLC | 20,843 | $234.7K | 0.00% | −58,139−73.6% | Reduced |
| JustInvest LLC | 21,038 | $236.9K | 0.00% | −1,584−7.0% | Reduced |
| Engineers Gate Manager LP | 21,400 | $241.0K | 0.00% | −155,869−87.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,513 | $242.2K | 0.03% | +7,635+55.0% | Added |
| Penserra Capital Management LLC | 21,822 | $245.0K | 0.00% | +2,297+11.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,114 | $249.0K | 0.00% | +22,114 | New |
| Envestnet Asset Management Inc | 22,413 | $252.4K | 0.00% | +5,710+34.2% | Added |
| SEI Investments Co | 23,134 | $260.5K | 0.00% | −61,222−72.6% | Reduced |
| Truist Financial Corp | 23,373 | $263.2K | 0.00% | +2,621+12.6% | Added |
| Balyasny Asset Management LLC | 23,413 | $263.6K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 24,802 | $279.3K | 0.03% | −42,819−63.3% | Reduced |
| KLP Kapitalforvaltning AS | 26,100 | $293.9K | 0.00% | +26,100 | New |
| Macquarie Group Ltd | 26,450 | $297.8K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 27,786 | $312.9K | 0.01% | +27,786 | New |
| Manufacturers Life Insurance Company, The | 27,825 | $313.3K | 0.00% | +2,437+9.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,996 | $315.0K | 0.00% | +2,507+9.8% | Added |
| Virtu Financial LLC | 28,422 | $320.0K | 0.02% | +12,287+76.2% | Added |
| Wealthcare Advisory Partners LLC | 28,508 | $321.0K | 0.01% | +12,230+75.1% | Added |
| Farringdon Capital, Ltd. | 28,526 | $321.2K | 0.13% | +28,526 | New |
| DMG Group, LLC | 28,936 | $325.8K | 0.26% | −2,839−8.9% | Reduced |
| Intrinsic Value Partners, LLC | 29,950 | $337.2K | 0.34% | −2,500−7.7% | Reduced |
| Amundi | 32,419 | $338.8K | 0.00% | −219,911−87.2% | Reduced |
| XTX Topco Ltd | 30,452 | $342.9K | 0.03% | −46,963−60.7% | Reduced |
| Vident Advisory, LLC | 30,798 | $346.8K | 0.01% | +1,078+3.6% | Added |
| Cetera Investment Advisers | 33,035 | $372.0K | 0.00% | +936+2.9% | Added |
| Aristeia Capital LLC | 33,062 | $372.3K | 0.01% | +12,310+59.3% | Added |
| AQR Capital Management LLC | 33,751 | $380.0K | 0.00% | −256,947−88.4% | Reduced |
| Walleye Capital LLC | 33,768 | $380.2K | 0.00% | −32,602−49.1% | Reduced |
| USS Investment Management Ltd | 36,185 | $407.6K | 0.00% | −77,598−68.2% | Reduced |
| Jones Financial Companies LLLP | 36,427 | $410.2K | 0.00% | +20,706+131.7% | Added |
| Arizona State Retirement System | 36,716 | $413.4K | 0.00% | +570+1.6% | Added |
| Teacher Retirement System of Texas | 36,865 | $415.0K | 0.00% | +36,865 | New |
| PMC FIG Opportunities LLC | 37,155 | $418.4K | 1.06% | +37,155 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,775 | $425.3K | 0.00% | +6,558+21.0% | Added |
| Alliancebernstein L.P. | 37,924 | $427.0K | 0.00% | −525−1.4% | Reduced |
| Connective Portfolio Management, LLC | 38,000 | $427.9K | 0.64% | +38,000 | New |
| Wolverine Trading, LLC | 38,971 | $429.9K | 0.01% | +38,971 | New |
| CIBC Private Wealth Group, LLC | 44,692 | $467.0K | 0.00% | −300−0.7% | Reduced |
| Bryce Point Capital, LLC | 44,237 | $498.1K | 0.14% | +44,237 | New |
| Royal Bank of Canada | 46,780 | $527.0K | 0.00% | +3,243+7.4% | Added |
| Quadrature Capital Ltd | 47,688 | $537.4K | 0.01% | −8,129−14.6% | Reduced |
| Wealth Management Associates, Inc. | 48,190 | $542.6K | 0.23% | −750−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 49,008 | $551.8K | 0.00% | −2,306−4.5% | Reduced |
| Great West Life Assurance Co | 51,191 | $575.0K | 0.00% | −966−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 53,100 | $597.9K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 54,579 | $614.8K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 55,059 | $620.0K | 0.00% | +55,059 | New |
| Mariner, LLC | 55,969 | $630.2K | 0.00% | −5,303−8.7% | Reduced |
| First Eagle Investment Management, LLC | 60,740 | $683.9K | 0.00% | +5,000+9.0% | Added |
| Treasurer of the State of North Carolina | 60,862 | $685.0K | 0.00% | +390+0.6% | Added |
| Marshall Wace, LLP | 61,009 | $687.0K | 0.00% | −244,922−80.1% | Reduced |
| Keebeck Wealth Management, LLC | 62,300 | $701.5K | 0.10% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 63,625 | $716.4K | 0.43% | +63,625 | New |
| Crestline Management, LP | 64,498 | $726.2K | 0.03% | +64,498 | New |
| J. Goldman & Co LP | 66,909 | $753.4K | 0.03% | −1,434,851−95.5% | Reduced |
| New York State Common Retirement Fund | 67,403 | $759.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 72,398 | $815.2K | 0.01% | +72,398 | New |
| HCR Wealth Advisors | 76,304 | $859.2K | 0.11% | −1,903−2.4% | Reduced |
| STRS Ohio | 79,585 | $896.1K | 0.00% | +31,299+64.8% | Added |
| Aspen Grove Capital, LLC | 80,000 | $900.8K | 0.19% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80,250 | $903.6K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 81,613 | $919.0K | 0.00% | +6,622+8.8% | Added |
| Tudor Investment Corp Et Al | 81,693 | $919.9K | 0.01% | −76,678−48.4% | Reduced |
| Global Retirement Partners, LLC | 84,992 | $957.0K | 0.03% | +16,885+24.8% | Added |
| Missouri Trust & Investment Co | 86,295 | $971.7K | 0.34% | +15,260+21.5% | Added |
| Mfg Wealth Management, Inc. | 86,545 | $974.5K | 0.89% | +86,545 | New |
| Boothbay Fund Management, LLC | 89,746 | $1.01M | 0.03% | +89,746 | New |
| IMC-Chicago, LLC | 90,392 | $1.02M | 0.03% | +37,259+70.1% | Added |
| Entropy Technologies, LP | 93,695 | $1.06M | 0.11% | +48,098+105.5% | Added |
| Ieq Capital, LLC | 100,009 | $1.13M | 0.01% | −125−0.1% | Reduced |
| Brooktree Capital Management | 110,594 | $1.25M | 0.92% | −1,325−1.2% | Reduced |
| Canada Pension Plan Investment Board | 111,990 | $1.26M | 0.00% | −64,216−36.4% | Reduced |
| State Board of Administration of Florida Retirement System | 115,880 | $1.30M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 117,448 | $1.32M | 0.00% | +50,287+74.9% | Added |
| California State Teachers Retirement System | 119,293 | $1.34M | 0.00% | −462−0.4% | Reduced |