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, 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 |
|---|---|---|---|---|---|
| National Bank of Canada | 2,322 | $26.1K | 0.00% | −143,600−98.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,156 | $24.3K | 0.00% | +408+23.3% | Added |
| GAMMA Investing LLC | 2,141 | $24.1K | 0.00% | −494−18.7% | Reduced |
| Zions Bancorporation, N.A. | 2,000 | $22.5K | 0.00% | +2,000 | New |
| Allworth Financial LP | 1,708 | $20.4K | 0.00% | +83+5.1% | Added |
| Signaturefd, LLC | 1,769 | $19.9K | 0.00% | +400+29.2% | Added |
| Hexagon Capital Partners LLC | 1,550 | $17.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,581 | $17.4K | 0.00% | −352−18.2% | Reduced |
| Russell Investments Group, Ltd. | 1,525 | $17.2K | 0.00% | −207−12.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,219 | $13.7K | 0.00% | +1,191+4,253.6% | Added |
| Skopos Labs, Inc. | 965 | $10.9K | 0.00% | +11+1.2% | Added |
| Corebridge Financial, Inc. | 962 | $10.8K | 0.00% | −68−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 874 | $9.84K | 0.00% | −5,564−86.4% | Reduced |
| Farther Finance Advisors, LLC | 767 | $8.64K | 0.00% | +18+2.4% | Added |
| Parallel Advisors, LLC | 735 | $8.28K | 0.00% | −895−54.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 680 | $7.66K | 0.01% | +680 | New |
| Mather Group, LLC. | 631 | $7.11K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 578 | $6.51K | 0.00% | −422−42.2% | Reduced |
| Comerica Bank | 552 | $6.21K | 0.00% | +13+2.4% | Added |
| 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 |
| Fortitude Family Office, LLC | 498 | $5.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 480 | $5.41K | 0.00% | +480 | New |
| Atala Financial Inc | 450 | $5.07K | 0.00% | +450 | New |
| TD Waterhouse Canada Inc. | 437 | $4.92K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $4.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 388 | $4.37K | 0.00% | +1+0.3% | Added |
| MAI Capital Management | 368 | $4.14K | 0.00% | +368 | New |
| Atlantic Private Wealth, LLC | 360 | $4.05K | 0.00% | +360 | New |
| Ci Investments Inc. | 393 | $4.00K | 0.00% | +12+3.1% | Added |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 314 | $3.54K | 0.00% | +314 | New |
| Ancora Advisors, LLC | 310 | $3.49K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 299 | $3.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 290 | $3.27K | 0.00% | −214−42.5% | Reduced |
| Bruce G. Allen Investments, LLC | 288 | $3.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 215 | $2.42K | 0.00% | +145+207.1% | Added |
| Fourth Dimension Wealth, LLC | 204 | $2.30K | 0.00% | +204 | New |
| Quent Capital, LLC | 202 | $2.27K | 0.00% | +8+4.1% | Added |
| Tortoise Investment Management, LLC | 200 | $2.25K | 0.00% | −100−33.3% | Reduced |
| Decker Retirement Planning Inc. | 196 | $2.21K | 0.00% | +196 | New |
| WPG Advisers, LLC | 195 | $2.20K | 0.00% | +195 | New |
| Whipplewood Advisors, LLC | 167 | $1.88K | 0.00% | +167 | New |
| SRS Capital Advisors, Inc. | 159 | $1.79K | 0.00% | +159 | New |
| Massmutual Trust Co FSB | 153 | $1.72K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $1.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.66K | 0.00% | −8−100.0% | Reduced |
| Parkside Financial Bank & Trust | 106 | $1.19K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 98 | $1.10K | 0.00% | +61+164.9% | Added |
| Sugarloaf Wealth Management, LLC | 89 | $1.00K | 0.00% | +89 | New |
| Hantz Financial Services, Inc. | 54 | $1.00K | 0.00% | −103−65.6% | Reduced |
| Versant Capital Management, Inc | 88 | $991 | 0.00% | +88 | New |
| Stephens Consulting, LLC | 60 | $676 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $541 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $518 | 0.00% | +46 | New |
| CVA Family Office, LLC | 43 | $484 | 0.00% | −46−51.7% | Reduced |
| Richard W. Paul & Associates, LLC | 20 | $225 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $136 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $78 | 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 |
| Frazier Financial Advisors, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $11 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $11 | 0.00% | +1 | New |
| Hemington Wealth Management | 20 | $0 | 0.00% | −1−4.8% | Reduced |
| Covestor Ltd | 30 | $0 | 0.00% | +16+114.3% | Added |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,499,165−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −617,809−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −289,701−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −263,423−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −218,400−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −184,406−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −166,873−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −159,684−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −119,158−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −95,456−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −94,443−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −70,052−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −66,369−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −36,007−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −29,355−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −24,686−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −22,566−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −7,377−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,506−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −19,395−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,164−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −18,466−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −17,225−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,798−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −12,417−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −12,347−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |