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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Water Island Capital LLC | 46,367 | $657.5K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 46,600 | $660.8K | 0.19% | +46,600 | New |
| Wealth Management Associates, Inc. | 48,260 | $684.3K | 0.27% | +300+0.6% | Added |
| Bank of Montreal | 48,607 | $689.2K | 0.00% | −123,531−71.8% | Reduced |
| CIBC Private Wealth Group, LLC | 49,372 | $700.1K | 0.00% | +4,680+10.5% | Added |
| Wealthcare Advisory Partners LLC | 50,291 | $713.1K | 0.02% | +21,711+76.0% | Added |
| Mariner, LLC | 50,678 | $718.6K | 0.00% | −14,745−22.5% | Reduced |
| Keebeck Wealth Management, LLC | 51,259 | $726.9K | 0.10% | −11,041−17.7% | Reduced |
| Aptus Capital Advisors, LLC | 51,710 | $733.2K | 0.01% | +51,710 | New |
| Bryn Mawr Trust Co | 53,395 | $757.1K | 0.01% | +53,395 | New |
| Y-Intercept (Hong Kong) Ltd | 53,766 | $762.4K | 0.02% | +53,766 | New |
| Janus Henderson Group PLC | 56,886 | $806.4K | 0.00% | +2,307+4.2% | Added |
| Nebula Research & Development LLC | 56,937 | $807.4K | 0.07% | +27,034+90.4% | Added |
| Divisadero Street Capital Management, LP | 56,978 | $807.9K | 0.05% | −1,394,492−96.1% | Reduced |
| Harbor Capital Advisors, Inc. | 57,668 | $818.0K | 0.03% | +9,331+19.3% | Added |
| Persistent Asset Partners Ltd | 58,677 | $832.0K | 0.73% | +58,677 | New |
| Hennessy Advisors Inc | 60,000 | $850.8K | 0.03% | +60,000 | New |
| Marex Group plc | 61,200 | $867.8K | 0.02% | +61,200 | New |
| Jones Financial Companies LLLP | 61,851 | $879.5K | 0.00% | +6,194+11.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 63,300 | $897.6K | 0.00% | +63,300 | New |
| Great West Life Assurance Co | 64,096 | $910.0K | 0.00% | +12,905+25.2% | Added |
| Momentum Wealth Planning, LLC | 65,354 | $926.7K | 0.79% | +65,354 | New |
| Axq Capital, LP | 65,663 | $931.1K | 0.30% | +42,937+188.9% | Added |
| Arizona State Retirement System | 66,020 | $936.2K | 0.01% | +26,281+66.1% | Added |
| HCR Wealth Advisors | 66,249 | $939.4K | 0.11% | −120−0.2% | Reduced |
| First Eagle Investment Management, LLC | 66,716 | $946.0K | 0.00% | +3,376+5.3% | Added |
| New York State Common Retirement Fund | 67,403 | $955.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 68,765 | $975.1K | 0.00% | +68,765 | New |
| QRG Capital Management, Inc. | 69,967 | $992.1K | 0.01% | −8,198−10.5% | Reduced |
| Connective Portfolio Management, LLC | 70,000 | $992.6K | 2.13% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 70,020 | $992.9K | 0.12% | +29,159+71.4% | Added |
| Kingswood Wealth Advisors, LLC | 71,847 | $1.02M | 0.08% | +4,600+6.8% | Added |
| Public Employees Retirement System of Ohio | 74,336 | $1.05M | 0.00% | +30,048+67.8% | Added |
| National Bank of Canada | 77,902 | $1.10M | 0.00% | −7,131−8.4% | Reduced |
| Global Retirement Partners, LLC | 78,509 | $1.11M | 0.03% | +78,509 | New |
| CastleKnight Management LP | 79,500 | $1.13M | 0.07% | +79,500 | New |
| Aspen Grove Capital, LLC | 80,000 | $1.13M | 0.19% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 80,000 | $1.13M | 0.11% | +80,000 | New |
| Clearstead Advisors, LLC | 80,060 | $1.14M | 0.02% | −190−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 80,600 | $1.15M | 0.03% | +57,400+247.4% | Added |
| Fred Alger Management, LLC | 80,915 | $1.15M | 0.01% | +80,915 | New |
| Sig Brokerage, LP | 84,075 | $1.19M | 0.33% | +84,075 | New |
| Beck Mack & Oliver LLC | 90,000 | $1.28M | 0.02% | +90,000 | New |
| Udine Wealth Management, Inc. | 90,334 | $1.28M | 0.77% | +90,334 | New |
| Shay Capital LLC | 92,880 | $1.32M | 0.30% | +17,880+23.8% | Added |
| Missouri Trust & Investment Co | 94,395 | $1.34M | 0.44% | +1,000+1.1% | Added |
| Nicholas Investment Partners, LP | 97,762 | $1.39M | 0.12% | +97,762 | New |
| Nomura Holdings Inc | 100,000 | $1.42M | 0.01% | +100,000 | New |
| Ieq Capital, LLC | 100,009 | $1.42M | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 103,800 | $1.47M | 0.25% | +103,800 | New |
| Treasurer of the State of North Carolina | 107,979 | $1.53M | 0.00% | +44,647+70.5% | Added |
| Wolverine Trading, LLC | 111,563 | $1.59M | 0.04% | +54,342+95.0% | Added |
| Catalyst Funds Management Pty Ltd | 111,900 | $1.59M | 0.44% | +111,900 | New |
| State Board of Administration of Florida Retirement System | 114,590 | $1.62M | 0.00% | −1,290−1.1% | Reduced |
| Brooktree Capital Management | 116,565 | $1.65M | 1.08% | +4,492+4.0% | Added |
| Oak Thistle LLC | 117,530 | $1.67M | 0.25% | +50,684+75.8% | Added |
| Ancient Art, L.P. | 119,703 | $1.70M | 0.55% | +119,703 | New |
| Rhumbline Advisers | 126,217 | $1.79M | 0.00% | −20,310−13.9% | Reduced |
| California State Teachers Retirement System | 128,351 | $1.82M | 0.00% | −7,363−5.4% | Reduced |
| Compass Wealth Management LLC | 134,550 | $1.91M | 0.45% | +134,550 | New |
| Envestnet Asset Management Inc | 135,534 | $1.92M | 0.00% | +105,689+354.1% | Added |
| Resolute Capital Asset Partners LLC | 147,103 | $2.09M | 1.09% | +147,103 | New |
| Commonwealth Equity Services, LLC | 149,589 | $2.12M | 0.00% | +3,089+2.1% | Added |
| IMC-Chicago, LLC | 150,150 | $2.13M | 0.05% | +150,150 | New |
| Price T Rowe Associates Inc | 150,331 | $2.13M | 0.00% | +59,823+66.1% | Added |
| SEI Investments Co | 153,308 | $2.17M | 0.00% | +131,159+592.2% | Added |
| FIL Ltd | 157,463 | $2.23M | 0.00% | +157,463 | New |
| Victory Capital Management Inc | 157,779 | $2.24M | 0.00% | +5,432+3.6% | Added |
| Capital Fund Management S.A. | 158,110 | $2.24M | 0.02% | −250,559−61.3% | Reduced |
| Caxton Associates LLP | 168,357 | $2.39M | 0.06% | +168,357 | New |
| PMC FIG Opportunities LLC | 170,189 | $2.41M | 3.59% | +170,189 | New |
| Mfg Wealth Management, Inc. | 177,762 | $2.52M | 2.12% | +48,560+37.6% | Added |
| Walleye Capital LLC | 178,900 | $2.54M | 0.02% | +178,828+248,372.2% | Added |
| Walleye Trading LLC | 189,237 | $2.68M | 0.07% | +189,237 | New |
| Quantinno Capital Management LP | 190,467 | $2.70M | 0.01% | −3,586−1.8% | Reduced |
| Honeycomb Asset Management LP | 194,000 | $2.75M | 1.68% | +194,000 | New |
| Russell Investments Group, Ltd. | 197,393 | $2.80M | 0.00% | +183,593+1,330.4% | Added |
| Barclays PLC | 200,830 | $2.85M | 0.00% | +150,357+297.9% | Added |
| Capstone Investment Advisors, LLC | 201,300 | $2.85M | 0.02% | +201,300 | New |
| Canada Pension Plan Investment Board | 210,533 | $2.99M | 0.00% | +54,479+34.9% | Added |
| Gotham Asset Management, LLC | 212,419 | $3.01M | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 215,155 | $3.05M | 0.17% | +215,155 | New |
| Mercer Global Advisors Inc | 222,165 | $3.15M | 0.01% | +133,687+151.1% | Added |
| Graham Capital Management, L.P. | 229,680 | $3.26M | 0.10% | +229,680 | New |
| Agf Management Ltd | 232,364 | $3.29M | 0.01% | +232,364 | New |
| Peregrine Asset Advisers, Inc. | 233,985 | $3.32M | 1.04% | +233,985 | New |
| Dimensional Fund Advisors LP | 239,611 | $3.40M | 0.00% | +19,288+8.8% | Added |
| Allianz Asset Management GmbH | 241,300 | $3.42M | 0.00% | 00.0% | Unchanged |
| Exor Capital LLP | 242,100 | $3.43M | 0.07% | +242,100 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 250,000 | $3.54M | 0.06% | −110,400−30.6% | Reduced |
| Prana Capital Management, LP | 269,030 | $3.81M | 0.14% | +10,185+3.9% | Added |
| Lincoln Capital Corp | 270,614 | $3.84M | 1.47% | +203,639+304.1% | Added |
| Basswood Capital Management, L.L.C. | 276,334 | $3.92M | 0.20% | +74,596+37.0% | Added |
| Clear Street Markets LLC | 276,513 | $3.92M | 1.40% | +275,513+27,551.3% | Added |
| Fund 1 Investments, LLC | 278,000 | $3.94M | 0.56% | +278,000 | New |
| Titleist Asset Management, LLC | 282,215 | $4.00M | 0.40% | +282,215 | New |
| EVR Research LP | 300,000 | $4.25M | 2.23% | +300,000 | New |
| J. Goldman & Co LP | 302,338 | $4.29M | 0.13% | −1,451,985−82.8% | Reduced |
| HRT Financial LP | 309,894 | $4.39M | 0.02% | +155,160+100.3% | Added |
| Verition Fund Management LLC | 335,354 | $4.76M | 0.03% | +61,170+22.3% | Added |