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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 69,641 | $841.0K | 0.00% | +22,861+48.9% | Added |
| Kingswood Wealth Advisors, LLC | 67,247 | $831.1K | 0.08% | +67,247 | New |
| New York State Common Retirement Fund | 67,403 | $813.6K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 67,000 | $808.7K | 0.04% | +67,000 | New |
| Lincoln Capital Corp | 66,975 | $808.4K | 0.34% | −95,592−58.8% | Reduced |
| Oak Thistle LLC | 66,846 | $806.8K | 0.16% | +66,846 | New |
| HCR Wealth Advisors | 66,369 | $801.1K | 0.10% | −9,935−13.0% | Reduced |
| TIG Advisors, LLC | 66,000 | $796.6K | 0.05% | +66,000 | New |
| Mariner, LLC | 65,423 | $789.7K | 0.00% | +9,454+16.9% | Added |
| Vawter Financial, Ltd. | 63,625 | $768.0K | 0.43% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 63,340 | $764.5K | 0.00% | +2,600+4.3% | Added |
| Treasurer of the State of North Carolina | 63,332 | $764.0K | 0.00% | +2,470+4.1% | Added |
| Keebeck Wealth Management, LLC | 62,300 | $752.0K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 57,221 | $745.6K | 0.02% | +18,250+46.8% | Added |
| Scientech Research LLC | 60,542 | $730.7K | 0.19% | +60,542 | New |
| Jones Financial Companies LLLP | 55,657 | $725.2K | 0.00% | +19,230+52.8% | Added |
| Janus Henderson Group PLC | 54,579 | $711.2K | 0.00% | 00.0% | Unchanged |
| Aragon Global Management, LP | 53,500 | $645.7K | 0.25% | +53,500 | New |
| Great West Life Assurance Co | 51,191 | $619.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 50,722 | $612.2K | 0.01% | +29,322+137.0% | Added |
| Barclays PLC | 50,473 | $609.2K | 0.00% | −702,872−93.3% | Reduced |
| SummitTX Capital, L.P. | 50,441 | $608.8K | 0.03% | +50,441 | New |
| CIBC Private Wealth Group, LLC | 44,692 | $589.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 48,337 | $583.0K | 0.03% | +48,337 | New |
| Wealth Management Associates, Inc. | 47,960 | $578.9K | 0.25% | −230−0.5% | Reduced |
| STRS Ohio | 47,036 | $567.7K | 0.00% | −32,549−40.9% | Reduced |
| Arete Wealth Advisors, LLC | 46,721 | $564.0K | 0.04% | +46,721 | New |
| Water Island Capital LLC | 46,367 | $559.6K | 0.10% | +46,367 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,622 | $550.7K | 0.00% | +7,847+20.8% | Added |
| Public Employees Retirement System of Ohio | 44,288 | $534.6K | 0.00% | −4,720−9.6% | Reduced |
| Cinctive Capital Management LP | 41,442 | $500.2K | 0.04% | −308,940−88.2% | Reduced |
| Altfest L J & Co Inc | 40,861 | $493.2K | 0.06% | +40,861 | New |
| TriaGen Wealth Management LLC | 39,926 | $481.9K | 0.17% | +39,926 | New |
| Arizona State Retirement System | 39,739 | $479.6K | 0.00% | +3,023+8.2% | Added |
| Amundi | 33,416 | $462.8K | 0.00% | +997+3.1% | Added |
| Teacher Retirement System of Texas | 37,483 | $452.4K | 0.00% | +618+1.7% | Added |
| USS Investment Management Ltd | 37,152 | $447.9K | 0.00% | +967+2.7% | Added |
| Group One Trading, L.P. | 37,066 | $447.4K | 0.02% | −264,731−87.7% | Reduced |
| Vident Advisory, LLC | 35,794 | $432.0K | 0.01% | +4,996+16.2% | Added |
| SCS Capital Management LLC | 35,672 | $431.1K | 0.01% | +35,672 | New |
| Aigen Investment Management, LP | 35,379 | $427.0K | 0.07% | +23,048+186.9% | Added |
| Cetera Investment Advisers | 34,779 | $419.8K | 0.00% | +1,744+5.3% | Added |
| Bridgefront Capital, LLC | 34,679 | $418.6K | 0.12% | +34,679 | New |
| Readystate Asset Management LP | 30,675 | $370.2K | 0.02% | +30,675 | New |
| Nebula Research & Development LLC | 29,903 | $360.9K | 0.03% | +29,903 | New |
| Envestnet Asset Management Inc | 29,845 | $360.2K | 0.00% | +7,432+33.2% | Added |
| Manufacturers Life Insurance Company, The | 29,584 | $357.1K | 0.00% | +1,759+6.3% | Added |
| Boothbay Fund Management, LLC | 29,147 | $351.8K | 0.01% | −60,599−67.5% | Reduced |
| Intrinsic Value Partners, LLC | 29,030 | $350.4K | 0.35% | −920−3.1% | Reduced |
| Wealthcare Advisory Partners LLC | 28,580 | $345.0K | 0.01% | +72+0.3% | Added |
| KLP Kapitalforvaltning AS | 26,100 | $332.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 26,926 | $325.0K | 0.04% | +7,262+36.9% | Added |
| JustInvest LLC | 26,543 | $320.4K | 0.00% | +5,505+26.2% | Added |
| Macquarie Group Ltd | 26,450 | $319.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,811 | $312.0K | 0.00% | −2,185−7.8% | Reduced |
| Kestra Private Wealth Services, LLC | 25,670 | $309.8K | 0.01% | +25,670 | New |
| Stratos Wealth Partners, LTD. | 24,717 | $298.3K | 0.00% | +8,463+52.1% | Added |
| 111 Capital | 23,790 | $287.1K | 0.06% | +23,790 | New |
| Miracle Mile Advisors, LLC | 23,500 | $283.6K | 0.01% | +23,500 | New |
| Ameriprise Financial Inc | 23,110 | $282.7K | 0.00% | +2,512+12.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,529 | $280.5K | 0.00% | +21,529 | New |
| Northwest & Ethical Investments L.P. | 23,200 | $279.6K | 0.01% | +23,200 | New |
| Axq Capital, LP | 22,726 | $274.3K | 0.11% | −123,965−84.5% | Reduced |
| SEI Investments Co | 22,149 | $267.4K | 0.00% | −985−4.3% | Reduced |
| Deutsche Bank AG | 21,888 | $264.2K | 0.00% | −107,674−83.1% | Reduced |
| Balyasny Asset Management LLC | 21,782 | $262.9K | 0.00% | −1,631−7.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,601 | $260.7K | 0.00% | +2,168+11.2% | Added |
| HSBC Holdings PLC | 20,804 | $251.1K | 0.00% | −124,681−85.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,386 | $246.2K | 0.00% | +2,177+12.0% | Added |
| Pictet Asset Management Holding SA | 19,554 | $236.0K | 0.00% | +3,721+23.5% | Added |
| Penserra Capital Management LLC | 19,398 | $234.0K | 0.00% | −2,424−11.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,216 | $231.9K | 0.00% | −2,898−13.1% | Reduced |
| Cresset Asset Management, LLC | 17,542 | $225.7K | 0.00% | +1,693+10.7% | Added |
| Summit Trail Advisors, LLC | 17,413 | $225.5K | 0.01% | +17,413 | New |
| FLP Wealth Management, LLC | 18,155 | $219.1K | 0.70% | −431−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 17,758 | $214.3K | 0.00% | +17,758 | New |
| Quantbot Technologies LP | 16,980 | $204.9K | 0.01% | −253,781−93.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,626 | $200.7K | 0.01% | −1,226−6.9% | Reduced |
| Equitable Holdings, Inc. | 16,145 | $194.9K | 0.00% | −4,475−21.7% | Reduced |
| Public Employees Retirement Association of Colorado | 15,823 | $191.0K | 0.00% | 00.0% | Unchanged |
| DMG Group, LLC | 15,790 | $190.6K | 0.16% | −13,146−45.4% | Reduced |
| Dark Forest Capital Management LP | 15,641 | $188.8K | 0.01% | +3,423+28.0% | Added |
| Creative Planning | 15,536 | $187.5K | 0.00% | +15,536 | New |
| DekaBank Deutsche Girozentrale | 12,828 | $187.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 15,172 | $183.1K | 0.00% | −3,449−18.5% | Reduced |
| Pointe Capital Management LLC | 15,030 | $181.4K | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,554 | $175.7K | 0.00% | +2,208+17.9% | Added |
| Wedmont Private Capital | 14,320 | $170.4K | 0.01% | +14,320 | New |
| Caitong International Asset Management Co., Ltd | 13,823 | $166.8K | 0.12% | +13,143+1,932.8% | Added |
| Russell Investments Group, Ltd. | 13,800 | $166.6K | 0.00% | +12,275+804.9% | Added |
| BNP Paribas Arbitrage, SA | 12,715 | $153.5K | 0.00% | −967,514−98.7% | Reduced |
| SBI Securities Co., Ltd. | 12,433 | $150.1K | 0.01% | +459+3.8% | Added |
| Daiwa Securities Group Inc. | 12,065 | $146.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,714 | $141.4K | 0.00% | +11,714 | New |
| V-Square Quantitative Management LLC | 11,700 | $141.2K | 0.02% | −2,671−18.6% | Reduced |
| Huntington National Bank | 11,604 | $140.1K | 0.00% | +627+5.7% | Added |
| CNH Partners LLC | 11,464 | $135.5K | 0.00% | +11,464 | New |
| Squarepoint Ops LLC | 10,827 | $130.7K | 0.00% | −299,615−96.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,345 | $129.9K | 0.01% | +10,345 | New |
| Lakeshore Financial Planning, Inc. | 10,603 | $128.0K | 0.05% | −3,393−24.2% | Reduced |