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 |
|---|---|---|---|---|---|
| JustInvest LLC | 49,582 | $961.0K | 0.01% | +24,583+98.3% | Added |
| Connective Portfolio Management, LLC | 48,000 | $966.7K | 1.71% | −22,000−31.4% | Reduced |
| Belpointe Asset Management LLC | 50,136 | $971.6K | 0.04% | +50,136 | New |
| Bayesian Capital Management, LP | 50,300 | $974.8K | 0.20% | +50,300 | New |
| Advisors Asset Management, Inc. | 51,371 | $995.6K | 0.02% | +51,371 | New |
| Twin Tree Management, LP | 51,567 | $999.4K | 0.05% | +51,567 | New |
| Oak Thistle LLC | 51,721 | $1.00M | 0.15% | −65,809−56.0% | Reduced |
| Stratos Wealth Partners, LTD. | 52,928 | $1.03M | 0.01% | +10,984+26.2% | Added |
| BNP Paribas Arbitrage, SA | 53,574 | $1.04M | 0.00% | −323,071−85.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 54,049 | $1.05M | 0.05% | +54,049 | New |
| Kingswood Wealth Advisors, LLC | 54,192 | $1.05M | 0.06% | −17,655−24.6% | Reduced |
| Alliancebernstein L.P. | 54,453 | $1.06M | 0.00% | −1,977,547−97.3% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 54,518 | $1.06M | 0.43% | +54,518 | New |
| SG Americas Securities, LLC | 54,887 | $1.06M | 0.00% | +21,995+66.9% | Added |
| Divisadero Street Capital Management, LP | 56,978 | $1.10M | 0.05% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 57,011 | $1.10M | 0.00% | +7,639+15.5% | Added |
| First Eagle Investment Management, LLC | 57,700 | $1.12M | 0.00% | −9,016−13.5% | Reduced |
| Snowden Capital Advisors LLC | 58,711 | $1.14M | 0.03% | +24,359+70.9% | Added |
| Manufacturers Life Insurance Company, The | 58,951 | $1.14M | 0.00% | +34,955+145.7% | Added |
| AQR Capital Management LLC | 61,710 | $1.20M | 0.00% | −521,697−89.4% | Reduced |
| Kestra Private Wealth Services, LLC | 62,154 | $1.20M | 0.02% | +22,931+58.5% | Added |
| Oppenheimer & Co Inc | 63,665 | $1.23M | 0.02% | +63,665 | New |
| CI Private Wealth, LLC | 64,471 | $1.25M | 0.00% | +64,471 | New |
| HCR Wealth Advisors | 68,813 | $1.26M | 0.13% | +2,564+3.9% | Added |
| CastleKnight Management LP | 65,700 | $1.27M | 0.07% | −13,800−17.4% | Reduced |
| Jain Global LLC | 65,740 | $1.27M | 0.02% | +22,334+51.5% | Added |
| State of Wisconsin Investment Board | 65,932 | $1.28M | 0.00% | +43,283+191.1% | Added |
| Atom Investors LP | 66,904 | $1.30M | 0.10% | +66,904 | New |
| Vawter Financial, Ltd. | 67,625 | $1.31M | 0.59% | +67,625 | New |
| Aptus Capital Advisors, LLC | 67,856 | $1.32M | 0.01% | +16,146+31.2% | Added |
| Blair William & Co | 68,886 | $1.34M | 0.00% | +68,886 | New |
| Cambridge Investment Research Advisors, Inc. | 69,240 | $1.34M | 0.00% | +43,358+167.5% | Added |
| Moors & Cabot, Inc. | 70,079 | $1.36M | 0.06% | +37,203+113.2% | Added |
| Global Retirement Partners, LLC | 74,094 | $1.44M | 0.03% | −4,415−5.6% | Reduced |
| Freestone Capital Holdings, LLC | 74,783 | $1.45M | 0.04% | +74,783 | New |
| Jones Financial Companies LLLP | 76,331 | $1.49M | 0.00% | +14,480+23.4% | Added |
| Perigon Wealth Management, LLC | 76,947 | $1.49M | 0.03% | +76,947 | New |
| Harbor Capital Advisors, Inc. | 77,757 | $1.51M | 0.12% | +20,089+34.8% | Added |
| Slotnik Capital, LLC | 77,762 | $1.51M | 0.54% | +77,762 | New |
| Aspen Grove Capital, LLC | 80,000 | $1.55M | 0.26% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80,084 | $1.55M | 0.02% | +240.0% | Added |
| Altfest L J & Co Inc | 80,370 | $1.56M | 0.17% | +10,350+14.8% | Added |
| Clearline Capital LP | 81,955 | $1.59M | 0.14% | −600,321−88.0% | Reduced |
| Wealth Management Associates, Inc. | 83,992 | $1.63M | 0.58% | +35,732+74.0% | Added |
| Missouri Trust & Investment Co | 91,520 | $1.77M | 0.52% | −2,875−3.0% | Reduced |
| GWM Advisors LLC | 91,756 | $1.78M | 0.01% | +91,606+61,070.7% | Added |
| Northwest & Ethical Investments L.P. | 89,600 | $1.80M | 0.04% | +9,000+11.2% | Added |
| Nisa Investment Advisors, LLC | 93,877 | $1.82M | 0.01% | +54,027+135.6% | Added |
| Gould Capital, LLC | 94,433 | $1.83M | 1.13% | +94,433 | New |
| Concentric Capital Strategies, LP | 95,728 | $1.86M | 0.09% | +95,728 | New |
| Victory Capital Management Inc | 97,448 | $1.89M | 0.00% | −60,331−38.2% | Reduced |
| Baird Financial Group, Inc. | 98,499 | $1.91M | 0.00% | +98,499 | New |
| Clough Capital Partners L P | 99,510 | $1.93M | 0.17% | +99,510 | New |
| Barclays PLC | 100,562 | $1.95M | 0.00% | −100,268−49.9% | Reduced |
| Bank of Montreal | 100,810 | $1.95M | 0.00% | +52,203+107.4% | Added |
| Wellington Shields Capital Management, LLC | 103,085 | $2.00M | 0.30% | −715−0.7% | Reduced |
| Titleist Asset Management, LLC | 104,674 | $2.03M | 0.18% | −177,541−62.9% | Reduced |
| Mariner, LLC | 106,504 | $2.06M | 0.00% | +55,826+110.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 127,866 | $2.08M | 0.00% | +116,760+1,051.3% | Added |
| Nomura Holdings Inc | 112,373 | $2.18M | 0.01% | +12,373+12.4% | Added |
| Treasurer of the State of North Carolina | 112,943 | $2.19M | 0.01% | +4,964+4.6% | Added |
| Manchester Capital Management LLC | 115,848 | $2.25M | 0.30% | +115,848 | New |
| Hennessy Advisors Inc | 120,000 | $2.33M | 0.08% | +60,000+100.0% | Added |
| New York State Common Retirement Fund | 120,016 | $2.33M | 0.00% | +52,613+78.1% | Added |
| Sig Brokerage, LP | 122,393 | $2.37M | 0.60% | +38,318+45.6% | Added |
| Tower Research Capital LLC (TRC) | 125,404 | $2.43M | 0.07% | +116,962+1,385.5% | Added |
| Hidden Lake Asset Management LP | 126,172 | $2.45M | 0.98% | +126,172 | New |
| Fifth Third Bancorp | 126,256 | $2.45M | 0.01% | +125,185+11,688.6% | Added |
| Stifel Financial Corp | 127,150 | $2.46M | 0.00% | +58,385+84.9% | Added |
| Ieq Capital, LLC | 128,687 | $2.49M | 0.01% | +28,678+28.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 129,872 | $2.52M | 0.06% | +76,106+141.6% | Added |
| Advisor Group Holdings, Inc. | 133,399 | $2.55M | 0.00% | +103,538+346.7% | Added |
| TIG Advisors, LLC | 135,248 | $2.62M | 0.16% | −289,077−68.1% | Reduced |
| Capital Fund Management S.A. | 136,020 | $2.64M | 0.03% | −22,090−14.0% | Reduced |
| CIBC World Markets Inc. | 138,754 | $2.69M | 0.01% | +138,754 | New |
| Resolute Capital Asset Partners LLC | 146,449 | $2.84M | 1.48% | −654−0.4% | Reduced |
| Mfg Wealth Management, Inc. | 147,989 | $2.87M | 2.17% | −29,773−16.7% | Reduced |
| Brooktree Capital Management | 148,653 | $2.88M | 1.83% | +32,088+27.5% | Added |
| FIL Ltd | 151,653 | $2.94M | 0.00% | −5,810−3.7% | Reduced |
| Triasima Portfolio Management inc. | 157,270 | $3.05M | 0.46% | +157,270 | New |
| State Board of Administration of Florida Retirement System | 162,848 | $3.16M | 0.01% | +48,258+42.1% | Added |
| Nicholas Investment Partners, LP | 166,292 | $3.22M | 0.25% | +68,530+70.1% | Added |
| Parallax Volatility Advisers, L.P. | 166,564 | $3.23M | 0.10% | +149,622+883.1% | Added |
| Udine Wealth Management, Inc. | 168,070 | $3.26M | 1.56% | +77,736+86.1% | Added |
| Venture Visionary Partners LLC | 170,793 | $3.31M | 0.11% | +129,472+313.3% | Added |
| Agf Management Ltd | 173,215 | $3.36M | 0.01% | −59,149−25.5% | Reduced |
| TD Asset Management Inc | 178,498 | $3.46M | 0.00% | +166,563+1,395.6% | Added |
| Commonwealth Equity Services, LLC | 186,308 | $3.61M | 0.00% | +36,719+24.5% | Added |
| Jane Street Group, LLC | 187,169 | $3.63M | 0.00% | +187,169 | New |
| Walleye Trading LLC | 191,614 | $3.71M | 0.06% | +2,377+1.3% | Added |
| Bridgewater Advisors Inc. | 253,781 | $3.87M | 0.27% | +253,781 | New |
| Envestnet Asset Management Inc | 208,129 | $4.03M | 0.00% | +72,595+53.6% | Added |
| Samjo Management, LLC | 209,055 | $4.05M | 1.55% | +209,055 | New |
| Rhumbline Advisers | 212,302 | $4.11M | 0.00% | +86,085+68.2% | Added |
| Gotham Asset Management, LLC | 213,523 | $4.14M | 0.02% | +1,104+0.5% | Added |
| Verition Fund Management LLC | 214,891 | $4.16M | 0.02% | −120,463−35.9% | Reduced |
| Wolverine Trading, LLC | 209,389 | $4.22M | 0.08% | +97,826+87.7% | Added |
| Mercer Global Advisors Inc | 221,072 | $4.28M | 0.01% | −1,093−0.5% | Reduced |
| Weiss Asset Management LP | 221,948 | $4.30M | 0.06% | +221,948 | New |
| Price T Rowe Associates Inc | 223,144 | $4.33M | 0.00% | +72,813+48.4% | Added |