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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,590 | $36.7K | 0.00% | −366−12.4% | Reduced |
| S.A. Mason LLC | 2,500 | $35.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,329 | $33.0K | 0.00% | −2,043−46.7% | Reduced |
| CoreCap Advisors, LLC | 2,280 | $32.3K | 0.00% | −2,904−56.0% | Reduced |
| South State Corp. | 2,059 | $29.2K | 0.00% | +1,963+2,044.8% | Added |
| North Capital, Inc. | 1,820 | $25.8K | 0.02% | +1,350+287.2% | Added |
| Allworth Financial LP | 1,745 | $24.7K | 0.00% | −65−3.6% | Reduced |
| Parkside Financial Bank & Trust | 1,713 | $24.3K | 0.00% | +1,607+1,516.0% | Added |
| Smartleaf Asset Management LLC | 1,511 | $21.5K | 0.00% | +206+15.8% | Added |
| Comerica Bank | 1,215 | $17.2K | 0.00% | +997+457.3% | Added |
| Skopos Labs, Inc. | 1,147 | $16.3K | 0.00% | −2,243−66.2% | Reduced |
| Fifth Third Bancorp | 1,071 | $15.2K | 0.00% | +1,071 | New |
| 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 |
| ORG Partners LLC | 932 | $13.5K | 0.00% | +535+134.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 923 | $13.1K | 0.00% | +923 | New |
| Private Wealth Asset Management, LLC | 841 | $11.9K | 0.00% | −104−11.0% | Reduced |
| EverSource Wealth Advisors, LLC | 832 | $11.8K | 0.00% | −322−27.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 784 | $11.1K | 0.01% | −13,039−94.3% | Reduced |
| SRS Capital Advisors, Inc. | 523 | $7.42K | 0.00% | +137+35.5% | Added |
| 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 |
| Spire Wealth Management | 480 | $6.81K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 437 | $6.33K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 389 | $6.00K | 0.00% | −6−1.5% | Reduced |
| NBC Securities, Inc. | 462 | $6.00K | 0.00% | +262+131.0% | Added |
| Fortitude Family Office, LLC | 418 | $5.93K | 0.00% | −80−16.1% | Reduced |
| First Horizon Advisors, Inc. | 409 | $5.80K | 0.00% | −65−13.7% | Reduced |
| Larson Financial Group LLC | 408 | $5.79K | 0.00% | +401+5,728.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 400 | $5.67K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 286 | $5.22K | 0.00% | +286 | New |
| Avion Wealth | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 348 | $4.93K | 0.00% | +288+480.0% | Added |
| Ancora Advisors, LLC | 328 | $4.65K | 0.00% | +18+5.8% | Added |
| Berbice Capital Management LLC | 300 | $4.25K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 288 | $4.08K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 276 | $3.91K | 0.00% | −92−25.0% | Reduced |
| Rakuten Securities, Inc. | 270 | $3.83K | 0.00% | −250−48.1% | Reduced |
| Ameritas Advisory Services, LLC | 237 | $3.37K | 0.00% | +237 | New |
| Tortoise Investment Management, LLC | 211 | $3.00K | 0.00% | +11+5.5% | Added |
| Scarborough Advisors, LLC | 200 | $2.84K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 200 | $2.84K | 0.00% | +200 | New |
| WPG Advisers, LLC | 195 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 158 | $2.66K | 0.00% | +158 | New |
| Red Tortoise LLC | 185 | $2.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $2.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 131 | $1.86K | 0.00% | +4+3.1% | Added |
| Principal Securities, Inc. | 122 | $1.73K | 0.00% | −2,651−95.6% | Reduced |
| Whipplewood Advisors, LLC | 105 | $1.49K | 0.00% | +102+3,400.0% | Added |
| 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 |
| Bare Financial Services, Inc | 84 | $1.19K | 0.00% | +84 | New |
| Bullock Wealth Management Group | 79 | $1.14K | 0.00% | +79 | New |
| UMA Financial Services, Inc. | 78 | $1.11K | 0.00% | +78 | New |
| CVA Family Office, LLC | 78 | $1.11K | 0.00% | +38+95.0% | Added |
| Hantz Financial Services, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 67 | $951 | 0.00% | +65+3,250.0% | Added |
| Rothschild Investment LLC | 60 | $851 | 0.00% | +30+100.0% | Added |
| Mount Yale Investment Advisors, LLC | 59 | $837 | 0.00% | +59 | New |
| Johnson Financial Group, Inc. | 58 | $823 | 0.00% | +58 | New |
| Asset Dedication, LLC | 48 | $681 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $568 | 0.00% | +3+8.1% | Added |
| WealthCollab, LLC | 23 | $327 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $156 | 0.00% | −27−71.1% | Reduced |
| Creative Financial Designs Inc | 10 | $142 | 0.00% | +10 | New |
| Fourth Dimension Wealth, LLC | 4 | $57 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3 | $43 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $28 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 1 | $15 | 0.00% | −2−66.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $15 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $14 | 0.00% | +1 | New |
| 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 |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,871,272−100.0% | Sold out |
| Caledonia (Private) Investments Pty Ltd | 0 | $0 | 0.00% | −2,004,152−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −1,332,096−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −694,138−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −682,155−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −525,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −445,838−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −422,188−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −326,392−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −165,082−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −152,497−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −147,391−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −132,682−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −121,642−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −118,273−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −77,092−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −70,600−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Vawter Financial, Ltd. | 0 | $0 | 0.00% | −63,625−100.0% | Sold out |
| Aragon Global Management, LP | 0 | $0 | 0.00% | −53,500−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,722−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −39,926−100.0% | Sold out |