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, Q3 2025
Institutional positions in Rocket Companies, Inc. as of Sep 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
- 509
- +136 vs. Q2 2025
- Shares held
- 338.5M
- +127.7M (+60.6%) vs. Q2 2025
- Total value
- $6.56B
- +$3.57B (+119.4%) vs. Q2 2025
- New holders
- 198
- 195 more added
- Sold out
- 62
- 80 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CX Institutional | 2,000 | $39.0K | 0.00% | +2,000 | New |
| EverSource Wealth Advisors, LLC | 2,161 | $41.9K | 0.00% | +1,329+159.7% | Added |
| Cheviot Value Management, LLC | 2,408 | $42.2K | 0.00% | +2,250+1,424.1% | Added |
| Ossiam | 2,259 | $43.8K | 0.00% | −12,913−85.1% | Reduced |
| ORG Partners LLC | 2,337 | $45.3K | 0.01% | +1,405+150.8% | Added |
| Capital Advisors, Ltd. LLC | 2,449 | $47.0K | 0.01% | +2,449 | New |
| SRS Capital Advisors, Inc. | 2,455 | $47.6K | 0.00% | +1,932+369.4% | Added |
| Quadrant Capital Group LLC | 2,544 | $49.3K | 0.00% | +2,544 | New |
| Mather Group, LLC. | 2,601 | $50.4K | 0.00% | +2,601 | New |
| Rakuten Securities, Inc. | 2,608 | $50.5K | 0.02% | +2,338+865.9% | Added |
| MAI Capital Management | 2,648 | $51.3K | 0.00% | +2,372+859.4% | Added |
| GF Fund Management Co. Ltd. | 2,797 | $54.2K | 0.00% | +2,797 | New |
| Westpac Banking Corp | 2,841 | $55.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,243 | $62.9K | 0.00% | +1,498+85.8% | Added |
| Parallel Advisors, LLC | 3,267 | $63.3K | 0.00% | +677+26.1% | Added |
| Quarry LP | 3,579 | $69.4K | 0.02% | −16,162−81.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3,668 | $71.1K | 0.02% | +3,168+633.6% | Added |
| Belvedere Trading LLC | 3,824 | $74.1K | 0.01% | +3,824 | New |
| Larson Financial Group LLC | 3,904 | $75.7K | 0.00% | +3,496+856.9% | Added |
| Caitong International Asset Management Co., Ltd | 3,990 | $77.3K | 0.05% | +3,206+408.9% | Added |
| Signaturefd, LLC | 4,001 | $77.5K | 0.00% | +1,672+71.8% | Added |
| MetLife Investment Management | 4,189 | $81.2K | 0.00% | +339+8.8% | Added |
| Smartleaf Asset Management LLC | 4,048 | $81.5K | 0.01% | +2,537+167.9% | Added |
| TFC Financial Management | 4,308 | $83.5K | 0.01% | +302+7.5% | Added |
| Walleye Capital LLC | 4,443 | $86.1K | 0.00% | −174,457−97.5% | Reduced |
| CoreCap Advisors, LLC | 4,780 | $92.6K | 0.00% | +2,500+109.6% | Added |
| Valley National Advisers Inc | 4,941 | $95.0K | 0.01% | +4,941 | New |
| Harbour Investments, Inc. | 5,110 | $99.0K | 0.00% | +4,110+411.0% | Added |
| Point72 Hong Kong Ltd | 5,356 | $103.8K | 0.00% | +5,356 | New |
| Versant Capital Management, Inc | 5,671 | $109.9K | 0.01% | +2,680+89.6% | Added |
| US Bancorp | 5,700 | $110.5K | 0.00% | +2,651+86.9% | Added |
| Point72 Europe (London) LLP | 5,917 | $114.7K | 0.01% | +5,917 | New |
| STRS Ohio | 6,007 | $116.4K | 0.00% | +482+8.7% | Added |
| Perkins Coie Trust Co | 6,130 | $118.7K | 0.02% | +6,130 | New |
| Barnes Dennig Private Wealth Management LLC | 6,306 | $122.2K | 0.13% | +6,306 | New |
| Sunbelt Securities, Inc. | 6,415 | $124.3K | 0.01% | +6,415 | New |
| Rockefeller Capital Management L.P. | 6,454 | $125.1K | 0.00% | +6,454 | New |
| PEAK6 LLC | 6,470 | $125.4K | 0.00% | +6,470 | New |
| Wexford Capital LP | 6,754 | $130.9K | 0.04% | +6,754 | New |
| Ameritas Advisory Services, LLC | 6,936 | $134.4K | 0.01% | +6,699+2,826.6% | Added |
| Federation des caisses Desjardins du Quebec | 7,413 | $143.7K | 0.00% | +7,313+7,313.0% | Added |
| Morse Asset Management, Inc | 7,612 | $147.5K | 0.03% | +7,612 | New |
| IFP Advisors, Inc | 7,900 | $153.1K | 0.00% | +1,800+29.5% | Added |
| Pentwater Capital Management LP | 8,000 | $155.0K | 0.00% | +8,000 | New |
| Natixis | 8,798 | $170.5K | 0.00% | −637−6.8% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $173.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 10,473 | $174.0K | 0.05% | +10,473 | New |
| State of Wyoming | 9,576 | $185.6K | 0.02% | −19,345−66.9% | Reduced |
| Cranbrook Wealth Management, LLC | 9,644 | $186.9K | 0.04% | +1,000+11.6% | Added |
| CWM, LLC | 9,715 | $188.0K | 0.00% | +3,208+49.3% | Added |
| Deltec Asset Management LLC | 10,000 | $193.8K | 0.03% | +10,000 | New |
| Red Door Wealth Management, LLC | 10,029 | $194.4K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,176 | $197.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,384 | $201.2K | 0.00% | +10,384 | New |
| Ballentine Partners, LLC | 10,387 | $201.3K | 0.00% | +10,387 | New |
| Advisory Services Network, LLC | 10,440 | $202.3K | 0.00% | +10,440 | New |
| NewEdge Wealth, LLC | 12,497 | $203.7K | 0.00% | +12,497 | New |
| Garner Asset Management Corp | 10,768 | $208.7K | 0.08% | +10,768 | New |
| Pine Valley Investments Ltd Liability Co | 10,846 | $210.2K | 0.01% | +501+4.8% | Added |
| Ionic Capital Management LLC | 10,935 | $211.9K | 0.24% | +10,935 | New |
| Panoramic Investment Advisors, LLC | 11,000 | $213.2K | 0.12% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,082 | $219.4K | 0.01% | +12,082 | New |
| Stephens Inc | 11,350 | $220.0K | 0.00% | +11,350 | New |
| National Bank of Canada | 11,516 | $223.2K | 0.00% | −66,386−85.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $227.4K | 0.00% | −2,732−18.9% | Reduced |
| Two Sigma Securities, LLC | 11,826 | $229.2K | 0.03% | +11,826 | New |
| Daiwa Securities Group Inc. | 12,065 | $234.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 12,108 | $234.7K | 0.00% | +12,108 | New |
| Financial Engines Advisors L.L.C. | 12,270 | $237.8K | 0.00% | +12,270 | New |
| International Assets Investment Management, LLC | 16,490 | $238.8K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,370 | $239.7K | 0.00% | +1,699+15.9% | Added |
| National Philanthropic Trust | 12,448 | $241.2K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 12,562 | $243.5K | 0.01% | −19,810−61.2% | Reduced |
| Amalgamated Bank | 12,595 | $244.0K | 0.00% | +8,782+230.3% | Added |
| Massar Capital Management, LP | 12,740 | $246.9K | 0.09% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,828 | $248.6K | 0.07% | +12,828 | New |
| National Asset Management, Inc. | 12,998 | $251.9K | 0.01% | +12,998 | New |
| Integrated Investment Consultants, LLC | 13,029 | $252.5K | 0.04% | +13,029 | New |
| Utah Retirement Systems | 13,200 | $255.8K | 0.00% | +1,000+8.2% | Added |
| 1832 Asset Management L.P. | 13,300 | $257.8K | 0.00% | +13,300 | New |
| Tocqueville Asset Management L.P. | 13,500 | $261.6K | 0.00% | +13,500 | New |
| Beacon Pointe Advisors, LLC | 14,038 | $272.1K | 0.00% | +14,038 | New |
| Maryland State Retirement & Pension System | 14,090 | $273.1K | 0.01% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 14,238 | $275.9K | 0.19% | +14,238 | New |
| Colonial River Wealth Management, LLC | 14,553 | $282.0K | 0.10% | +14,553 | New |
| Axxcess Wealth Management, LLC | 14,553 | $282.0K | 0.01% | +14,553 | New |
| Guggenheim Capital LLC | 14,626 | $283.5K | 0.00% | +14,626 | New |
| Keybank National Association | 14,674 | $284.4K | 0.00% | +14,674 | New |
| Northwestern Mutual Wealth Management Co | 14,735 | $285.6K | 0.00% | +8,275+128.1% | Added |
| Captrust Financial Advisors | 14,755 | $285.9K | 0.00% | +14,755 | New |
| Schnieders Capital Management, LLC. | 14,861 | $288.0K | 0.05% | +14,861 | New |
| Merit Financial Group, LLC | 14,883 | $288.4K | 0.00% | +14,883 | New |
| FORA Capital, LLC | 14,886 | $288.5K | 0.05% | +14,886 | New |
| Levin Capital Strategies, L.P. | 14,983 | $290.4K | 0.03% | −6,863−31.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 15,000 | $290.7K | 0.11% | −3,497−18.9% | Reduced |
| Pointe Capital Management LLC | 15,030 | $291.3K | 0.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,183 | $294.2K | 0.00% | +15,183 | New |
| Canton Hathaway, LLC | 15,200 | $295.0K | 0.06% | +15,200 | New |
| Sterling Capital Management LLC | 15,532 | $301.0K | 0.00% | −981−5.9% | Reduced |
| Kentucky Retirement Systems | 15,771 | $305.6K | 0.01% | +15,771 | New |