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, Q1 2025
Institutional positions in Rocket Companies, Inc. as of Mar 31, 2025. 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
- 309
- +46 vs. Q4 2024
- Shares held
- 137.2M
- +36.2M (+35.8%) vs. Q4 2024
- Total value
- $1.66B
- +$523.0M (+46.0%) vs. Q4 2024
- New holders
- 81
- 107 more added
- Sold out
- 35
- 69 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 28 | $0 | 0.00% | +8+40.0% | Added |
| Covestor Ltd | 31 | $0 | 0.00% | +1+3.3% | Added |
| Banque Cantonale Vaudoise | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $12 | 0.00% | −387−99.7% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $12 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $25 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $36 | 0.00% | +2+200.0% | Added |
| Sandy Spring Bank | 3 | $37 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 4 | $48 | 0.00% | −200−98.0% | Reduced |
| Larson Financial Group LLC | 7 | $84 | 0.00% | −91−92.9% | Reduced |
| Quest Partners LLC | 21 | $253 | 0.00% | +21 | New |
| WealthCollab, LLC | 23 | $278 | 0.00% | +23 | New |
| Rothschild Investment LLC | 30 | $362 | 0.00% | +30 | New |
| MV Capital Management, Inc. | 37 | $447 | 0.00% | +34+1,133.3% | Added |
| JFS Wealth Advisors, LLC | 38 | $459 | 0.00% | +26+216.7% | Added |
| CVA Family Office, LLC | 40 | $483 | 0.00% | −3−7.0% | Reduced |
| Asset Dedication, LLC | 48 | $580 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 55 | $664 | 0.00% | +55 | New |
| Stephens Consulting, LLC | 60 | $725 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $845 | 0.00% | +70 | New |
| Walleye Capital LLC | 72 | $869 | 0.00% | −33,696−99.8% | Reduced |
| Greenline Partners, LLC | 77 | $929 | 0.00% | +77 | New |
| Hantz Financial Services, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 96 | $1.16K | 0.00% | +96 | New |
| Federation des caisses Desjardins du Quebec | 100 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $1.21K | 0.00% | +100 | New |
| Golden State Wealth Management, LLC | 100 | $1.21K | 0.00% | +100 | New |
| Davis Capital Management | 102 | $1.23K | 0.00% | +102 | New |
| Whipplewood Advisors, LLC | 3 | $1.27K | 0.00% | −164−98.2% | Reduced |
| Boston Private Wealth LLC | 106 | $1.28K | 0.00% | +106 | New |
| Parkside Financial Bank & Trust | 106 | $1.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $1.53K | 0.00% | −26−17.0% | Reduced |
| IFP Advisors, Inc | 0 | $1.68K | 0.00% | 0 | Unchanged |
| GWM Advisors LLC | 150 | $1.81K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $2.00K | 0.00% | +200 | New |
| Red Tortoise LLC | 185 | $2.23K | 0.00% | +185 | New |
| WPG Advisers, LLC | 195 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $2.41K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 218 | $2.63K | 0.00% | −334−60.5% | Reduced |
| Bruce G. Allen Investments, LLC | 288 | $3.48K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 310 | $3.74K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 345 | $4.17K | 0.00% | +46+15.4% | Added |
| Atlantic Private Wealth, LLC | 360 | $4.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 368 | $4.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 386 | $4.66K | 0.00% | +227+142.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $4.83K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 395 | $5.00K | 0.00% | +2+0.5% | Added |
| ORG Partners LLC | 397 | $5.00K | 0.00% | +397 | New |
| Atala Financial Inc | 450 | $5.43K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $5.49K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 470 | $5.67K | 0.01% | +470 | New |
| First Horizon Advisors, Inc. | 474 | $5.72K | 0.00% | +259+120.5% | Added |
| Spire Wealth Management | 480 | $5.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 498 | $6.01K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $6.04K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 520 | $6.28K | 0.00% | +520 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $6.43K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 544 | $6.57K | 0.00% | +342+169.3% | Added |
| Ronald Blue Trust, Inc. | 874 | $10.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 931 | $11.2K | 0.00% | −31−3.2% | Reduced |
| Private Wealth Asset Management, LLC | 945 | $11.4K | 0.00% | +945 | New |
| Clear Street Markets LLC | 1,000 | $12.1K | 0.01% | +1,000 | New |
| Farther Finance Advisors, LLC | 963 | $12.1K | 0.00% | +196+25.6% | Added |
| EverSource Wealth Advisors, LLC | 1,154 | $13.9K | 0.00% | −65−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,156 | $14.0K | 0.00% | −1,000−46.4% | Reduced |
| Smartleaf Asset Management LLC | 1,305 | $17.0K | 0.00% | −276−17.5% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $18.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,681 | $20.3K | 0.00% | −999−37.3% | Reduced |
| Versant Capital Management, Inc | 1,769 | $21.4K | 0.00% | +1,681+1,910.2% | Added |
| Twin Tree Management, LP | 1,808 | $21.8K | 0.00% | +1,808 | New |
| Allworth Financial LP | 1,810 | $23.8K | 0.00% | +102+6.0% | Added |
| Coldstream Capital Management Inc | 2,004 | $24.2K | 0.00% | +2,004 | New |
| MetLife Investment Management | 2,488 | $30.0K | 0.00% | +57+2.3% | Added |
| S.A. Mason LLC | 2,500 | $30.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,773 | $31.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,601 | $31.4K | 0.00% | +1,970+312.2% | Added |
| Westpac Banking Corp | 2,841 | $34.3K | 0.00% | −3,086−52.1% | Reduced |
| Parallel Advisors, LLC | 2,956 | $35.8K | 0.00% | +2,221+302.2% | Added |
| The PNC Financial Services Group, Inc. | 3,285 | $39.6K | 0.00% | −621−15.9% | Reduced |
| Skopos Labs, Inc. | 3,390 | $40.9K | 0.01% | +2,425+251.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,523 | $42.5K | 0.00% | +715+25.5% | Added |
| Itau Unibanco Holding S.A. | 3,834 | $46.0K | 0.00% | −327−7.9% | Reduced |
| GAMMA Investing LLC | 3,905 | $47.1K | 0.00% | +1,764+82.4% | Added |
| Glen Eagle Advisors, LLC | 4,172 | $50.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,372 | $52.8K | 0.00% | +2,603+147.1% | Added |
| CoreCap Advisors, LLC | 5,184 | $62.6K | 0.00% | +2,739+112.0% | Added |
| Caisse des Depots Et Consignations | 5,599 | $67.6K | 0.00% | −3,208−36.4% | Reduced |
| KBC Group NV | 6,056 | $73.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,286 | $75.9K | 0.00% | +2,824+81.6% | Added |
| CWM, LLC | 6,702 | $81.0K | 0.00% | +1,243+22.8% | Added |
| Amalgamated Bank | 7,388 | $89.0K | 0.00% | +17+0.2% | Added |
| Quarry LP | 7,462 | $90.1K | 0.02% | +7,462 | New |
| Sterling Capital Management LLC | 7,741 | $93.4K | 0.00% | −554−6.7% | Reduced |
| Bayforest Capital Ltd | 8,506 | $102.7K | 0.04% | +8,506 | New |
| Cranbrook Wealth Management, LLC | 8,644 | $104.3K | 0.02% | 00.0% | Unchanged |
| Natixis | 8,966 | $107.9K | 0.00% | +8,966 | New |