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, 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 10,395 | $125.5K | 0.00% | +10,395 | New |
| Fox Run Management, L.L.C. | 10,240 | $123.6K | 0.02% | +10,240 | New |
| Sherbrooke Park Advisers LLC | 10,198 | $123.1K | 0.06% | +10,198 | New |
| Bridges Investment Management Inc | 10,176 | $122.8K | 0.00% | −246−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,154 | $122.6K | 0.00% | −10,230−50.2% | Reduced |
| Truist Financial Corp | 10,109 | $122.0K | 0.00% | −13,264−56.7% | Reduced |
| Sage Investment Counsel LLC | 10,000 | $120.7K | 0.15% | +10,000 | New |
| HighTower Advisors, LLC | 9,896 | $119.4K | 0.00% | +9,896 | New |
| Citigroup Inc | 9,262 | $111.8K | 0.00% | +1,298+16.3% | Added |
| Natixis | 8,966 | $107.9K | 0.00% | +8,966 | New |
| Cranbrook Wealth Management, LLC | 8,644 | $104.3K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8,506 | $102.7K | 0.04% | +8,506 | New |
| Sterling Capital Management LLC | 7,741 | $93.4K | 0.00% | −554−6.7% | Reduced |
| Quarry LP | 7,462 | $90.1K | 0.02% | +7,462 | New |
| Amalgamated Bank | 7,388 | $89.0K | 0.00% | +17+0.2% | Added |
| CWM, LLC | 6,702 | $81.0K | 0.00% | +1,243+22.8% | Added |
| US Bancorp | 6,286 | $75.9K | 0.00% | +2,824+81.6% | Added |
| KBC Group NV | 6,056 | $73.0K | 0.00% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 5,599 | $67.6K | 0.00% | −3,208−36.4% | Reduced |
| CoreCap Advisors, LLC | 5,184 | $62.6K | 0.00% | +2,739+112.0% | Added |
| Signaturefd, LLC | 4,372 | $52.8K | 0.00% | +2,603+147.1% | Added |
| Glen Eagle Advisors, LLC | 4,172 | $50.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,905 | $47.1K | 0.00% | +1,764+82.4% | Added |
| Itau Unibanco Holding S.A. | 3,834 | $46.0K | 0.00% | −327−7.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,523 | $42.5K | 0.00% | +715+25.5% | Added |
| Skopos Labs, Inc. | 3,390 | $40.9K | 0.01% | +2,425+251.3% | Added |
| The PNC Financial Services Group, Inc. | 3,285 | $39.6K | 0.00% | −621−15.9% | Reduced |
| Parallel Advisors, LLC | 2,956 | $35.8K | 0.00% | +2,221+302.2% | Added |
| Westpac Banking Corp | 2,841 | $34.3K | 0.00% | −3,086−52.1% | Reduced |
| Mather Group, LLC. | 2,601 | $31.4K | 0.00% | +1,970+312.2% | Added |
| Principal Securities, Inc. | 2,773 | $31.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,500 | $30.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 2,488 | $30.0K | 0.00% | +57+2.3% | Added |
| Coldstream Capital Management Inc | 2,004 | $24.2K | 0.00% | +2,004 | New |
| Allworth Financial LP | 1,810 | $23.8K | 0.00% | +102+6.0% | Added |
| Twin Tree Management, LP | 1,808 | $21.8K | 0.00% | +1,808 | New |
| Versant Capital Management, Inc | 1,769 | $21.4K | 0.00% | +1,681+1,910.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,681 | $20.3K | 0.00% | −999−37.3% | Reduced |
| Hexagon Capital Partners LLC | 1,550 | $18.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,305 | $17.0K | 0.00% | −276−17.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,156 | $14.0K | 0.00% | −1,000−46.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,154 | $13.9K | 0.00% | −65−5.3% | Reduced |
| Farther Finance Advisors, LLC | 963 | $12.1K | 0.00% | +196+25.6% | Added |
| Clear Street Markets LLC | 1,000 | $12.1K | 0.01% | +1,000 | New |
| Private Wealth Asset Management, LLC | 945 | $11.4K | 0.00% | +945 | New |
| Corebridge Financial, Inc. | 931 | $11.2K | 0.00% | −31−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 874 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 544 | $6.57K | 0.00% | +342+169.3% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $6.43K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 520 | $6.28K | 0.00% | +520 | New |
| DHJJ Financial Advisors, Ltd. | 500 | $6.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 498 | $6.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 480 | $5.79K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 474 | $5.72K | 0.00% | +259+120.5% | Added |
| North Capital, Inc. | 470 | $5.67K | 0.01% | +470 | New |
| TD Waterhouse Canada Inc. | 437 | $5.49K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 450 | $5.43K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 397 | $5.00K | 0.00% | +397 | New |
| Ci Investments Inc. | 395 | $5.00K | 0.00% | +2+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $4.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 386 | $4.66K | 0.00% | +227+142.8% | Added |
| MAI Capital Management | 368 | $4.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 360 | $4.34K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 345 | $4.17K | 0.00% | +46+15.4% | Added |
| Avion Wealth | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 310 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $3.48K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 218 | $2.63K | 0.00% | −334−60.5% | Reduced |
| Tortoise Investment Management, LLC | 200 | $2.41K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 195 | $2.35K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 185 | $2.23K | 0.00% | +185 | New |
| NBC Securities, Inc. | 200 | $2.00K | 0.00% | +200 | New |
| GWM Advisors LLC | 150 | $1.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.68K | 0.00% | 0 | Unchanged |
| Massmutual Trust Co FSB | 127 | $1.53K | 0.00% | −26−17.0% | Reduced |
| Parkside Financial Bank & Trust | 106 | $1.28K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 106 | $1.28K | 0.00% | +106 | New |
| Whipplewood Advisors, LLC | 3 | $1.27K | 0.00% | −164−98.2% | Reduced |
| Davis Capital Management | 102 | $1.23K | 0.00% | +102 | 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 |
| South State Corp. | 96 | $1.16K | 0.00% | +96 | New |
| Hantz Financial Services, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 77 | $929 | 0.00% | +77 | New |
| Walleye Capital LLC | 72 | $869 | 0.00% | −33,696−99.8% | Reduced |
| Atlantic Trust, LLC | 70 | $845 | 0.00% | +70 | New |
| Stephens Consulting, LLC | 60 | $725 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 55 | $664 | 0.00% | +55 | New |
| Asset Dedication, LLC | 48 | $580 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $483 | 0.00% | −3−7.0% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $459 | 0.00% | +26+216.7% | Added |
| MV Capital Management, Inc. | 37 | $447 | 0.00% | +34+1,133.3% | Added |
| Rothschild Investment LLC | 30 | $362 | 0.00% | +30 | New |
| WealthCollab, LLC | 23 | $278 | 0.00% | +23 | New |
| Quest Partners LLC | 21 | $253 | 0.00% | +21 | New |
| Larson Financial Group LLC | 7 | $84 | 0.00% | −91−92.9% | Reduced |
| Fourth Dimension Wealth, LLC | 4 | $48 | 0.00% | −200−98.0% | Reduced |
| Sandy Spring Bank | 3 | $37 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | 00.0% | Unchanged |