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 |
|---|---|---|---|---|---|
| Mariner, LLC | 65,423 | $789.7K | 0.00% | +9,454+16.9% | Added |
| TIG Advisors, LLC | 66,000 | $796.6K | 0.05% | +66,000 | New |
| HCR Wealth Advisors | 66,369 | $801.1K | 0.10% | −9,935−13.0% | Reduced |
| Oak Thistle LLC | 66,846 | $806.8K | 0.16% | +66,846 | New |
| Lincoln Capital Corp | 66,975 | $808.4K | 0.34% | −95,592−58.8% | Reduced |
| Caption Management, LLC | 67,000 | $808.7K | 0.04% | +67,000 | New |
| New York State Common Retirement Fund | 67,403 | $813.6K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 67,247 | $831.1K | 0.08% | +67,247 | New |
| Royal Bank of Canada | 69,641 | $841.0K | 0.00% | +22,861+48.9% | Added |
| Connective Portfolio Management, LLC | 70,000 | $844.9K | 2.85% | +32,000+84.2% | Added |
| Cantor Fitzgerald, L. P. | 70,600 | $852.1K | 0.03% | +70,600 | New |
| Shay Capital LLC | 75,000 | $905.3K | 0.26% | +75,000 | New |
| Twinbeech Capital LP | 77,092 | $930.5K | 0.02% | +77,092 | New |
| QRG Capital Management, Inc. | 78,165 | $943.5K | 0.01% | −140,552−64.3% | Reduced |
| Tudor Investment Corp Et Al | 78,901 | $952.3K | 0.01% | −2,792−3.4% | Reduced |
| Clearstead Advisors, LLC | 80,250 | $968.6K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 78,100 | $1.01M | 0.01% | +25,000+47.1% | Added |
| National Bank of Canada | 85,033 | $1.03M | 0.00% | +82,711+3,562.1% | Added |
| Aspen Grove Capital, LLC | 80,000 | $1.03M | 0.20% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 88,478 | $1.07M | 0.00% | −120,191−57.6% | Reduced |
| Price T Rowe Associates Inc | 90,508 | $1.09M | 0.00% | +8,895+10.9% | Added |
| Missouri Trust & Investment Co | 93,395 | $1.13M | 0.40% | +7,100+8.2% | Added |
| Ieq Capital, LLC | 100,009 | $1.21M | 0.01% | 00.0% | Unchanged |
| Brooktree Capital Management | 112,073 | $1.35M | 1.01% | +1,479+1.3% | Added |
| State Board of Administration of Florida Retirement System | 115,880 | $1.40M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 118,273 | $1.43M | 0.00% | +99,022+514.4% | Added |
| Edgestream Partners, L.P. | 121,642 | $1.47M | 0.05% | +106,681+713.1% | Added |
| Mfg Wealth Management, Inc. | 129,202 | $1.56M | 1.49% | +42,657+49.3% | Added |
| Mangrove Partners | 132,266 | $1.60M | 0.18% | 00.0% | Unchanged |
| PDT Partners, LLC | 132,682 | $1.60M | 0.11% | −188,909−58.7% | Reduced |
| California State Teachers Retirement System | 135,714 | $1.64M | 0.00% | +16,421+13.8% | Added |
| Commonwealth Equity Services, LLC | 146,500 | $1.77M | 0.00% | +2,513+1.7% | Added |
| Rhumbline Advisers | 146,527 | $1.77M | 0.00% | +15,310+11.7% | Added |
| XTX Topco Ltd | 147,391 | $1.78M | 0.09% | +116,939+384.0% | Added |
| Aquatic Capital Management LLC | 150,409 | $1.82M | 0.05% | −23,345−13.4% | Reduced |
| Victory Capital Management Inc | 152,347 | $1.84M | 0.00% | +34,899+29.7% | Added |
| ExodusPoint Capital Management, LP | 152,497 | $1.84M | 0.02% | +139,080+1,036.6% | Added |
| Schonfeld Strategic Advisors LLC | 153,230 | $1.85M | 0.01% | −3,595−2.3% | Reduced |
| HRT Financial LP | 154,734 | $1.87M | 0.01% | +154,734 | New |
| Canada Pension Plan Investment Board | 156,054 | $1.88M | 0.00% | +44,064+39.3% | Added |
| Nishkama Capital, LLC | 163,598 | $1.97M | 0.83% | +163,598 | New |
| Quadrature Capital Ltd | 165,082 | $1.99M | 0.04% | +117,394+246.2% | Added |
| Wealthfront Advisers LLC | 165,862 | $2.00M | 0.01% | −381,226−69.7% | Reduced |
| Bank of Montreal | 172,138 | $2.08M | 0.00% | +172,138 | New |
| Quantinno Capital Management LP | 194,053 | $2.34M | 0.02% | +33,801+21.1% | Added |
| EMG Holdings, L.P. | 200,000 | $2.41M | 2.89% | −20,748−9.4% | Reduced |
| Basswood Capital Management, L.L.C. | 201,738 | $2.43M | 0.14% | +201,738 | New |
| Gotham Asset Management, LLC | 212,419 | $2.56M | 0.02% | −138−0.1% | Reduced |
| Dimensional Fund Advisors LP | 220,323 | $2.66M | 0.00% | −27,455−11.1% | Reduced |
| Allianz Asset Management GmbH | 241,300 | $2.91M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 252,596 | $3.05M | 0.00% | +73,681+41.2% | Added |
| Prana Capital Management, LP | 258,845 | $3.12M | 0.13% | −121,325−31.9% | Reduced |
| Susquehanna International Group, LLP | 259,159 | $3.13M | 0.01% | +121,888+88.8% | Added |
| Swiss National Bank | 268,400 | $3.24M | 0.00% | +19,500+7.8% | Added |
| Verition Fund Management LLC | 274,184 | $3.31M | 0.02% | +253,341+1,215.5% | Added |
| Invesco Ltd. | 295,327 | $3.56M | 0.00% | +103,075+53.6% | Added |
| Picton Mahoney Asset Management | 318,620 | $3.84M | 0.13% | +318,620 | New |
| Alight Capital Management LP | 325,000 | $3.92M | 2.07% | +25,000+8.3% | Added |
| LMR Partners LLP | 326,392 | $3.94M | 0.08% | +326,392 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 360,400 | $4.35M | 0.08% | +360,400 | New |
| Raymond James Financial Inc | 361,975 | $4.37M | 0.00% | +53,887+17.5% | Added |
| UBS Asset Management Americas Inc | 370,619 | $4.47M | 0.00% | +40,326+12.2% | Added |
| AQR Capital Management LLC | 400,467 | $4.73M | 0.00% | +366,716+1,086.5% | Added |
| Capital Fund Management S.A. | 408,669 | $4.93M | 0.06% | −248,520−37.8% | Reduced |
| Samlyn Capital, LLC | 422,188 | $5.10M | 0.08% | +422,188 | New |
| Woodline Partners LP | 445,838 | $5.38M | 0.03% | +445,838 | New |
| Marshall Wace, LLP | 447,316 | $5.40M | 0.01% | +386,307+633.2% | Added |
| Two Sigma Advisers, LP | 464,100 | $5.60M | 0.01% | +464,100 | New |
| No Street GP LP | 525,000 | $6.34M | 0.50% | +525,000 | New |
| Alberta Investment Management Corp | 550,000 | $6.64M | 0.05% | +550,000 | New |
| Voya Investment Management LLC | 565,757 | $6.83M | 0.01% | +4,906+0.9% | Added |
| Millennium Management LLC | 579,304 | $6.99M | 0.01% | +144,207+33.1% | Added |
| Legal & General Group Plc | 597,384 | $7.21M | 0.00% | +21,542+3.7% | Added |
| Northern Trust Corp | 610,898 | $7.37M | 0.00% | −7,805−1.3% | Reduced |
| Bank of America Corp | 636,761 | $7.69M | 0.00% | +377,549+145.7% | Added |
| Holocene Advisors, LP | 682,155 | $8.23M | 0.02% | +627,096+1,139.0% | Added |
| Fort Baker Capital Management LP | 694,138 | $8.38M | 1.79% | +694,138 | New |
| Kodai Capital Management LP | 700,703 | $8.46M | 0.33% | +700,703 | New |
| Philip James Wealth Mangement, LLC | 766,197 | $9.25M | 1.13% | +461,472+151.4% | Added |
| Voloridge Investment Management, LLC | 821,744 | $9.92M | 0.04% | −1,365,496−62.4% | Reduced |
| D. E. Shaw & Co., Inc. | 828,466 | $10.0M | 0.01% | −1,277,952−60.7% | Reduced |
| Alliancebernstein L.P. | 948,771 | $11.5M | 0.00% | +910,847+2,401.8% | Added |
| LPL Financial LLC | 1,022,356 | $12.3M | 0.00% | +113,883+12.5% | Added |
| Bank of New York Mellon Corp | 1,163,399 | $14.0M | 0.00% | +694,779+148.3% | Added |
| Hillman Co | 1,259,179 | $15.2M | 5.75% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,266,399 | $15.3M | 0.00% | +103,156+8.9% | Added |
| Azora Capital LP | 1,332,096 | $16.1M | 1.09% | +1,332,096 | New |
| Divisadero Street Capital Management, LP | 1,451,470 | $17.5M | 2.01% | +1,451,470 | New |
| Morgan Stanley | 1,463,275 | $17.7M | 0.00% | −453,476−23.7% | Reduced |
| Two Sigma Investments, LP | 1,470,786 | $17.8M | 0.04% | +1,265,513+616.5% | Added |
| J. Goldman & Co LP | 1,754,323 | $21.2M | 0.75% | +1,687,414+2,522.0% | Added |
| Bruni J V & Co | 1,846,088 | $22.3M | 2.59% | −13,972−0.8% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 2,004,152 | $24.2M | 0.39% | +2,004,152 | New |
| UBS Group AG | 2,193,020 | $26.5M | 0.01% | +852,599+63.6% | Added |
| Geode Capital Management, LLC | 2,212,820 | $26.7M | 0.00% | +94,119+4.4% | Added |
| Freestone Grove Partners LP | 2,871,272 | $34.7M | 0.36% | +2,798,874+3,866.0% | Added |
| Citadel Advisors LLC | 2,919,143 | $35.2M | 0.03% | +1,466,646+101.0% | Added |
| Goldman Sachs Group Inc | 3,034,972 | $36.6M | 0.01% | +2,630,963+651.2% | Added |
| Davis Selected Advisers | 3,139,289 | $37.9M | 0.22% | −31,650−1.0% | Reduced |
| Technology Crossover Management X, Ltd. | 4,450,000 | $53.7M | 7.85% | 00.0% | Unchanged |