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 |
|---|---|---|---|---|---|
| Citigroup Inc | 9,262 | $111.8K | 0.00% | +1,298+16.3% | Added |
| HighTower Advisors, LLC | 9,896 | $119.4K | 0.00% | +9,896 | New |
| Sage Investment Counsel LLC | 10,000 | $120.7K | 0.15% | +10,000 | New |
| Truist Financial Corp | 10,109 | $122.0K | 0.00% | −13,264−56.7% | Reduced |
| Tower Research Capital LLC (TRC) | 10,154 | $122.6K | 0.00% | −10,230−50.2% | Reduced |
| Bridges Investment Management Inc | 10,176 | $122.8K | 0.00% | −246−2.4% | Reduced |
| Sherbrooke Park Advisers LLC | 10,198 | $123.1K | 0.06% | +10,198 | New |
| Fox Run Management, L.L.C. | 10,240 | $123.6K | 0.02% | +10,240 | New |
| Wealth Enhancement Advisory Services, LLC | 10,395 | $125.5K | 0.00% | +10,395 | New |
| Lakeshore Financial Planning, Inc. | 10,603 | $128.0K | 0.05% | −3,393−24.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,345 | $129.9K | 0.01% | +10,345 | New |
| Squarepoint Ops LLC | 10,827 | $130.7K | 0.00% | −299,615−96.5% | Reduced |
| CNH Partners LLC | 11,464 | $135.5K | 0.00% | +11,464 | New |
| Huntington National Bank | 11,604 | $140.1K | 0.00% | +627+5.7% | Added |
| V-Square Quantitative Management LLC | 11,700 | $141.2K | 0.02% | −2,671−18.6% | Reduced |
| Pathstone Holdings, LLC | 11,714 | $141.4K | 0.00% | +11,714 | New |
| Daiwa Securities Group Inc. | 12,065 | $146.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12,433 | $150.1K | 0.01% | +459+3.8% | Added |
| BNP Paribas Arbitrage, SA | 12,715 | $153.5K | 0.00% | −967,514−98.7% | Reduced |
| Russell Investments Group, Ltd. | 13,800 | $166.6K | 0.00% | +12,275+804.9% | Added |
| Caitong International Asset Management Co., Ltd | 13,823 | $166.8K | 0.12% | +13,143+1,932.8% | Added |
| Wedmont Private Capital | 14,320 | $170.4K | 0.01% | +14,320 | New |
| State of Wisconsin Investment Board | 14,554 | $175.7K | 0.00% | +2,208+17.9% | Added |
| Pointe Capital Management LLC | 15,030 | $181.4K | 0.11% | 00.0% | Unchanged |
| Ossiam | 15,172 | $183.1K | 0.00% | −3,449−18.5% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $187.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,536 | $187.5K | 0.00% | +15,536 | New |
| Dark Forest Capital Management LP | 15,641 | $188.8K | 0.01% | +3,423+28.0% | Added |
| DMG Group, LLC | 15,790 | $190.6K | 0.16% | −13,146−45.4% | Reduced |
| Public Employees Retirement Association of Colorado | 15,823 | $191.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 16,145 | $194.9K | 0.00% | −4,475−21.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,626 | $200.7K | 0.01% | −1,226−6.9% | Reduced |
| Quantbot Technologies LP | 16,980 | $204.9K | 0.01% | −253,781−93.7% | Reduced |
| Exchange Traded Concepts, LLC | 17,758 | $214.3K | 0.00% | +17,758 | New |
| FLP Wealth Management, LLC | 18,155 | $219.1K | 0.70% | −431−2.3% | Reduced |
| Summit Trail Advisors, LLC | 17,413 | $225.5K | 0.01% | +17,413 | New |
| Cresset Asset Management, LLC | 17,542 | $225.7K | 0.00% | +1,693+10.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,216 | $231.9K | 0.00% | −2,898−13.1% | Reduced |
| Penserra Capital Management LLC | 19,398 | $234.0K | 0.00% | −2,424−11.1% | Reduced |
| Pictet Asset Management Holding SA | 19,554 | $236.0K | 0.00% | +3,721+23.5% | Added |
| Advisor Group Holdings, Inc. | 20,386 | $246.2K | 0.00% | +2,177+12.0% | Added |
| HSBC Holdings PLC | 20,804 | $251.1K | 0.00% | −124,681−85.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,601 | $260.7K | 0.00% | +2,168+11.2% | Added |
| Balyasny Asset Management LLC | 21,782 | $262.9K | 0.00% | −1,631−7.0% | Reduced |
| Deutsche Bank AG | 21,888 | $264.2K | 0.00% | −107,674−83.1% | Reduced |
| SEI Investments Co | 22,149 | $267.4K | 0.00% | −985−4.3% | Reduced |
| Axq Capital, LP | 22,726 | $274.3K | 0.11% | −123,965−84.5% | Reduced |
| Northwest & Ethical Investments L.P. | 23,200 | $279.6K | 0.01% | +23,200 | New |
| Mirae Asset Global Investments Co., Ltd. | 21,529 | $280.5K | 0.00% | +21,529 | New |
| Ameriprise Financial Inc | 23,110 | $282.7K | 0.00% | +2,512+12.2% | Added |
| Miracle Mile Advisors, LLC | 23,500 | $283.6K | 0.01% | +23,500 | New |
| 111 Capital | 23,790 | $287.1K | 0.06% | +23,790 | New |
| Stratos Wealth Partners, LTD. | 24,717 | $298.3K | 0.00% | +8,463+52.1% | Added |
| Kestra Private Wealth Services, LLC | 25,670 | $309.8K | 0.01% | +25,670 | New |
| Cambridge Investment Research Advisors, Inc. | 25,811 | $312.0K | 0.00% | −2,185−7.8% | Reduced |
| Macquarie Group Ltd | 26,450 | $319.3K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 26,543 | $320.4K | 0.00% | +5,505+26.2% | Added |
| State of Wyoming | 26,926 | $325.0K | 0.04% | +7,262+36.9% | Added |
| KLP Kapitalforvaltning AS | 26,100 | $332.8K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 28,580 | $345.0K | 0.01% | +72+0.3% | Added |
| Intrinsic Value Partners, LLC | 29,030 | $350.4K | 0.35% | −920−3.1% | Reduced |
| Boothbay Fund Management, LLC | 29,147 | $351.8K | 0.01% | −60,599−67.5% | Reduced |
| Manufacturers Life Insurance Company, The | 29,584 | $357.1K | 0.00% | +1,759+6.3% | Added |
| Envestnet Asset Management Inc | 29,845 | $360.2K | 0.00% | +7,432+33.2% | Added |
| Nebula Research & Development LLC | 29,903 | $360.9K | 0.03% | +29,903 | New |
| Readystate Asset Management LP | 30,675 | $370.2K | 0.02% | +30,675 | New |
| Bridgefront Capital, LLC | 34,679 | $418.6K | 0.12% | +34,679 | New |
| Cetera Investment Advisers | 34,779 | $419.8K | 0.00% | +1,744+5.3% | Added |
| Aigen Investment Management, LP | 35,379 | $427.0K | 0.07% | +23,048+186.9% | Added |
| SCS Capital Management LLC | 35,672 | $431.1K | 0.01% | +35,672 | New |
| Vident Advisory, LLC | 35,794 | $432.0K | 0.01% | +4,996+16.2% | Added |
| Group One Trading, L.P. | 37,066 | $447.4K | 0.02% | −264,731−87.7% | Reduced |
| USS Investment Management Ltd | 37,152 | $447.9K | 0.00% | +967+2.7% | Added |
| Teacher Retirement System of Texas | 37,483 | $452.4K | 0.00% | +618+1.7% | Added |
| Amundi | 33,416 | $462.8K | 0.00% | +997+3.1% | Added |
| Arizona State Retirement System | 39,739 | $479.6K | 0.00% | +3,023+8.2% | Added |
| TriaGen Wealth Management LLC | 39,926 | $481.9K | 0.17% | +39,926 | New |
| Altfest L J & Co Inc | 40,861 | $493.2K | 0.06% | +40,861 | New |
| Cinctive Capital Management LP | 41,442 | $500.2K | 0.04% | −308,940−88.2% | Reduced |
| Public Employees Retirement System of Ohio | 44,288 | $534.6K | 0.00% | −4,720−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,622 | $550.7K | 0.00% | +7,847+20.8% | Added |
| Water Island Capital LLC | 46,367 | $559.6K | 0.10% | +46,367 | New |
| Arete Wealth Advisors, LLC | 46,721 | $564.0K | 0.04% | +46,721 | New |
| STRS Ohio | 47,036 | $567.7K | 0.00% | −32,549−40.9% | Reduced |
| Wealth Management Associates, Inc. | 47,960 | $578.9K | 0.25% | −230−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 48,337 | $583.0K | 0.03% | +48,337 | New |
| CIBC Private Wealth Group, LLC | 44,692 | $589.5K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 50,441 | $608.8K | 0.03% | +50,441 | New |
| Barclays PLC | 50,473 | $609.2K | 0.00% | −702,872−93.3% | Reduced |
| Engineers Gate Manager LP | 50,722 | $612.2K | 0.01% | +29,322+137.0% | Added |
| Great West Life Assurance Co | 51,191 | $619.0K | 0.00% | 00.0% | Unchanged |
| Aragon Global Management, LP | 53,500 | $645.7K | 0.25% | +53,500 | New |
| Janus Henderson Group PLC | 54,579 | $711.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55,657 | $725.2K | 0.00% | +19,230+52.8% | Added |
| Scientech Research LLC | 60,542 | $730.7K | 0.19% | +60,542 | New |
| Wolverine Trading, LLC | 57,221 | $745.6K | 0.02% | +18,250+46.8% | Added |
| Keebeck Wealth Management, LLC | 62,300 | $752.0K | 0.11% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 63,332 | $764.0K | 0.00% | +2,470+4.1% | Added |
| First Eagle Investment Management, LLC | 63,340 | $764.5K | 0.00% | +2,600+4.3% | Added |
| Vawter Financial, Ltd. | 63,625 | $768.0K | 0.43% | 00.0% | Unchanged |