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; 797 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, Q2 2025
Institutional positions in Rocket Companies, Inc. as of Jun 30, 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
- 375
- +69 vs. Q1 2025
- Shares held
- 210.7M
- +74.2M (+54.4%) vs. Q1 2025
- Total value
- $2.99B
- +$1.34B (+80.9%) vs. Q1 2025
- New holders
- 125
- 139 more added
- Sold out
- 56
- 71 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 797 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $0 | 0.00% | −4−14.3% | Reduced |
| Covestor Ltd | 32 | $0 | 0.00% | +1+3.2% | Added |
| Parkworth Wealth Management, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $14 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $15 | 0.00% | −2−66.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $15 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $28 | 0.00% | +1+100.0% | Added |
| Atlantic Union Bankshares Corp | 3 | $43 | 0.00% | +3 | New |
| Fourth Dimension Wealth, LLC | 4 | $57 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $142 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $156 | 0.00% | −27−71.1% | Reduced |
| WealthCollab, LLC | 23 | $327 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $568 | 0.00% | +3+8.1% | Added |
| Asset Dedication, LLC | 48 | $681 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 58 | $823 | 0.00% | +58 | New |
| Mount Yale Investment Advisors, LLC | 59 | $837 | 0.00% | +59 | New |
| Rothschild Investment LLC | 60 | $851 | 0.00% | +30+100.0% | Added |
| True Wealth Design, LLC | 67 | $951 | 0.00% | +65+3,250.0% | Added |
| Hantz Financial Services, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $1.11K | 0.00% | +38+95.0% | Added |
| UMA Financial Services, Inc. | 78 | $1.11K | 0.00% | +78 | New |
| Bullock Wealth Management Group | 79 | $1.14K | 0.00% | +79 | New |
| Bare Financial Services, Inc | 84 | $1.19K | 0.00% | +84 | New |
| Golden State Wealth Management, LLC | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 105 | $1.49K | 0.00% | +102+3,400.0% | Added |
| Principal Securities, Inc. | 122 | $1.73K | 0.00% | −2,651−95.6% | Reduced |
| Massmutual Trust Co FSB | 131 | $1.86K | 0.00% | +4+3.1% | Added |
| GWM Advisors LLC | 150 | $2.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 185 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 158 | $2.66K | 0.00% | +158 | New |
| WPG Advisers, LLC | 195 | $2.77K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $2.84K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 200 | $2.84K | 0.00% | +200 | New |
| Tortoise Investment Management, LLC | 211 | $3.00K | 0.00% | +11+5.5% | Added |
| Ameritas Advisory Services, LLC | 237 | $3.37K | 0.00% | +237 | New |
| Rakuten Securities, Inc. | 270 | $3.83K | 0.00% | −250−48.1% | Reduced |
| MAI Capital Management | 276 | $3.91K | 0.00% | −92−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 288 | $4.08K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $4.25K | 0.00% | +300 | New |
| Ancora Advisors, LLC | 328 | $4.65K | 0.00% | +18+5.8% | Added |
| Stephens Consulting, LLC | 348 | $4.93K | 0.00% | +288+480.0% | Added |
| Avion Wealth | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 286 | $5.22K | 0.00% | +286 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 408 | $5.79K | 0.00% | +401+5,728.6% | Added |
| First Horizon Advisors, Inc. | 409 | $5.80K | 0.00% | −65−13.7% | Reduced |
| Fortitude Family Office, LLC | 418 | $5.93K | 0.00% | −80−16.1% | Reduced |
| Ci Investments Inc. | 389 | $6.00K | 0.00% | −6−1.5% | Reduced |
| NBC Securities, Inc. | 462 | $6.00K | 0.00% | +262+131.0% | Added |
| TD Waterhouse Canada Inc. | 437 | $6.33K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 480 | $6.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $7.09K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $7.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 523 | $7.42K | 0.00% | +137+35.5% | Added |
| Caitong International Asset Management Co., Ltd | 784 | $11.1K | 0.01% | −13,039−94.3% | Reduced |
| EverSource Wealth Advisors, LLC | 832 | $11.8K | 0.00% | −322−27.9% | Reduced |
| Private Wealth Asset Management, LLC | 841 | $11.9K | 0.00% | −104−11.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 923 | $13.1K | 0.00% | +923 | New |
| ORG Partners LLC | 932 | $13.5K | 0.00% | +535+134.8% | Added |
| Harbour Investments, Inc. | 1,000 | $14.2K | 0.00% | +1,000 | New |
| Miller Wealth Advisors, LLC | 1,000 | $14.2K | 0.01% | +1,000 | New |
| Fifth Third Bancorp | 1,071 | $15.2K | 0.00% | +1,071 | New |
| Skopos Labs, Inc. | 1,147 | $16.3K | 0.00% | −2,243−66.2% | Reduced |
| Comerica Bank | 1,215 | $17.2K | 0.00% | +997+457.3% | Added |
| Smartleaf Asset Management LLC | 1,511 | $21.5K | 0.00% | +206+15.8% | Added |
| Parkside Financial Bank & Trust | 1,713 | $24.3K | 0.00% | +1,607+1,516.0% | Added |
| Allworth Financial LP | 1,745 | $24.7K | 0.00% | −65−3.6% | Reduced |
| North Capital, Inc. | 1,820 | $25.8K | 0.02% | +1,350+287.2% | Added |
| South State Corp. | 2,059 | $29.2K | 0.00% | +1,963+2,044.8% | Added |
| CoreCap Advisors, LLC | 2,280 | $32.3K | 0.00% | −2,904−56.0% | Reduced |
| Signaturefd, LLC | 2,329 | $33.0K | 0.00% | −2,043−46.7% | Reduced |
| S.A. Mason LLC | 2,500 | $35.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,590 | $36.7K | 0.00% | −366−12.4% | Reduced |
| Westpac Banking Corp | 2,841 | $40.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,991 | $42.4K | 0.01% | +1,222+69.1% | Added |
| US Bancorp | 3,049 | $43.2K | 0.00% | −3,237−51.5% | Reduced |
| V-Square Quantitative Management LLC | 3,368 | $47.8K | 0.01% | −8,332−71.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,533 | $50.1K | 0.00% | −301−7.9% | Reduced |
| Amalgamated Bank | 3,813 | $54.0K | 0.00% | −3,575−48.4% | Reduced |
| MetLife Investment Management | 3,850 | $54.6K | 0.00% | +1,362+54.7% | Added |
| The PNC Financial Services Group, Inc. | 3,890 | $55.2K | 0.00% | +605+18.4% | Added |
| TFC Financial Management | 4,006 | $56.8K | 0.01% | +4,006 | New |
| Glen Eagle Advisors, LLC | 4,172 | $59.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,339 | $61.5K | 0.00% | +816+23.2% | Added |
| STRS Ohio | 5,525 | $78.3K | 0.00% | −41,511−88.3% | Reduced |
| KBC Group NV | 6,056 | $86.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,090 | $86.0K | 0.00% | +6,090 | New |
| IFP Advisors, Inc | 6,100 | $86.5K | 0.00% | +6,100 | Added |
| Symmetry Peak Management LLC | 6,100 | $86.5K | 0.98% | +6,100 | New |
| Northwestern Mutual Wealth Management Co | 6,460 | $91.6K | 0.00% | +5,304+458.8% | Added |
| CWM, LLC | 6,507 | $92.0K | 0.00% | −195−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,442 | $119.7K | 0.00% | −1,712−16.9% | Reduced |
| Cranbrook Wealth Management, LLC | 8,644 | $122.6K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 8,687 | $123.2K | 0.01% | +8,666+41,266.7% | Added |
| Natixis | 9,435 | $133.8K | 0.00% | +469+5.2% | Added |
| GAMMA Investing LLC | 9,921 | $140.7K | 0.01% | +6,016+154.1% | Added |
| Left Brain Wealth Management, LLC | 10,000 | $141.8K | 0.05% | +10,000 | New |
| Red Door Wealth Management, LLC | 10,029 | $142.2K | 0.02% | +10,029 | New |