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, 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 | 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, 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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,108−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,229−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,220−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,482−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Kingfisher Capital LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |