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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 263,000 | $5.10M | 0.63% | +263,000 | New |
| Russell Investments Group, Ltd. | 260,459 | $5.05M | 0.01% | +63,066+31.9% | Added |
| Citigroup Inc | 256,724 | $4.98M | 0.00% | +240,243+1,457.7% | Added |
| Spire Wealth Management | 250,320 | $4.85M | 0.17% | +249,840+52,050.0% | Added |
| MYDA Advisors LLC | 250,000 | $4.84M | 1.46% | +250,000 | New |
| Public Employees Retirement System of Ohio | 249,190 | $4.83M | 0.02% | +174,854+235.2% | Added |
| Allianz Asset Management GmbH | 241,300 | $4.68M | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 240,000 | $4.65M | 0.08% | +150,000+166.7% | Added |
| Exchange Traded Concepts, LLC | 236,369 | $4.58M | 0.04% | +219,621+1,311.3% | Added |
| Price T Rowe Associates Inc | 223,144 | $4.33M | 0.00% | +72,813+48.4% | Added |
| Weiss Asset Management LP | 221,948 | $4.30M | 0.06% | +221,948 | New |
| Mercer Global Advisors Inc | 221,072 | $4.28M | 0.01% | −1,093−0.5% | Reduced |
| Wolverine Trading, LLC | 209,389 | $4.22M | 0.08% | +97,826+87.7% | Added |
| Verition Fund Management LLC | 214,891 | $4.16M | 0.02% | −120,463−35.9% | Reduced |
| Gotham Asset Management, LLC | 213,523 | $4.14M | 0.02% | +1,104+0.5% | Added |
| Rhumbline Advisers | 212,302 | $4.11M | 0.00% | +86,085+68.2% | Added |
| Samjo Management, LLC | 209,055 | $4.05M | 1.55% | +209,055 | New |
| Envestnet Asset Management Inc | 208,129 | $4.03M | 0.00% | +72,595+53.6% | Added |
| Bridgewater Advisors Inc. | 253,781 | $3.87M | 0.27% | +253,781 | New |
| Walleye Trading LLC | 191,614 | $3.71M | 0.06% | +2,377+1.3% | Added |
| Jane Street Group, LLC | 187,169 | $3.63M | 0.00% | +187,169 | New |
| Commonwealth Equity Services, LLC | 186,308 | $3.61M | 0.00% | +36,719+24.5% | Added |
| TD Asset Management Inc | 178,498 | $3.46M | 0.00% | +166,563+1,395.6% | Added |
| Agf Management Ltd | 173,215 | $3.36M | 0.01% | −59,149−25.5% | Reduced |
| Venture Visionary Partners LLC | 170,793 | $3.31M | 0.11% | +129,472+313.3% | Added |
| Udine Wealth Management, Inc. | 168,070 | $3.26M | 1.56% | +77,736+86.1% | Added |
| Parallax Volatility Advisers, L.P. | 166,564 | $3.23M | 0.10% | +149,622+883.1% | Added |
| Nicholas Investment Partners, LP | 166,292 | $3.22M | 0.25% | +68,530+70.1% | Added |
| State Board of Administration of Florida Retirement System | 162,848 | $3.16M | 0.01% | +48,258+42.1% | Added |
| Triasima Portfolio Management inc. | 157,270 | $3.05M | 0.46% | +157,270 | New |
| FIL Ltd | 151,653 | $2.94M | 0.00% | −5,810−3.7% | Reduced |
| Brooktree Capital Management | 148,653 | $2.88M | 1.83% | +32,088+27.5% | Added |
| Mfg Wealth Management, Inc. | 147,989 | $2.87M | 2.17% | −29,773−16.7% | Reduced |
| Resolute Capital Asset Partners LLC | 146,449 | $2.84M | 1.48% | −654−0.4% | Reduced |
| CIBC World Markets Inc. | 138,754 | $2.69M | 0.01% | +138,754 | New |
| Capital Fund Management S.A. | 136,020 | $2.64M | 0.03% | −22,090−14.0% | Reduced |
| TIG Advisors, LLC | 135,248 | $2.62M | 0.16% | −289,077−68.1% | Reduced |
| Advisor Group Holdings, Inc. | 133,399 | $2.55M | 0.00% | +103,538+346.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 129,872 | $2.52M | 0.06% | +76,106+141.6% | Added |
| Ieq Capital, LLC | 128,687 | $2.49M | 0.01% | +28,678+28.7% | Added |
| Stifel Financial Corp | 127,150 | $2.46M | 0.00% | +58,385+84.9% | Added |
| Fifth Third Bancorp | 126,256 | $2.45M | 0.01% | +125,185+11,688.6% | Added |
| Hidden Lake Asset Management LP | 126,172 | $2.45M | 0.98% | +126,172 | New |
| Tower Research Capital LLC (TRC) | 125,404 | $2.43M | 0.07% | +116,962+1,385.5% | Added |
| Sig Brokerage, LP | 122,393 | $2.37M | 0.60% | +38,318+45.6% | Added |
| New York State Common Retirement Fund | 120,016 | $2.33M | 0.00% | +52,613+78.1% | Added |
| Hennessy Advisors Inc | 120,000 | $2.33M | 0.08% | +60,000+100.0% | Added |
| Manchester Capital Management LLC | 115,848 | $2.25M | 0.30% | +115,848 | New |
| Treasurer of the State of North Carolina | 112,943 | $2.19M | 0.01% | +4,964+4.6% | Added |
| Nomura Holdings Inc | 112,373 | $2.18M | 0.01% | +12,373+12.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 127,866 | $2.08M | 0.00% | +116,760+1,051.3% | Added |
| Mariner, LLC | 106,504 | $2.06M | 0.00% | +55,826+110.2% | Added |
| Titleist Asset Management, LLC | 104,674 | $2.03M | 0.18% | −177,541−62.9% | Reduced |
| Wellington Shields Capital Management, LLC | 103,085 | $2.00M | 0.30% | −715−0.7% | Reduced |
| Bank of Montreal | 100,810 | $1.95M | 0.00% | +52,203+107.4% | Added |
| Barclays PLC | 100,562 | $1.95M | 0.00% | −100,268−49.9% | Reduced |
| Clough Capital Partners L P | 99,510 | $1.93M | 0.17% | +99,510 | New |
| Baird Financial Group, Inc. | 98,499 | $1.91M | 0.00% | +98,499 | New |
| Victory Capital Management Inc | 97,448 | $1.89M | 0.00% | −60,331−38.2% | Reduced |
| Concentric Capital Strategies, LP | 95,728 | $1.86M | 0.09% | +95,728 | New |
| Gould Capital, LLC | 94,433 | $1.83M | 1.13% | +94,433 | New |
| Nisa Investment Advisors, LLC | 93,877 | $1.82M | 0.01% | +54,027+135.6% | Added |
| Northwest & Ethical Investments L.P. | 89,600 | $1.80M | 0.04% | +9,000+11.2% | Added |
| GWM Advisors LLC | 91,756 | $1.78M | 0.01% | +91,606+61,070.7% | Added |
| Missouri Trust & Investment Co | 91,520 | $1.77M | 0.52% | −2,875−3.0% | Reduced |
| Wealth Management Associates, Inc. | 83,992 | $1.63M | 0.58% | +35,732+74.0% | Added |
| Clearline Capital LP | 81,955 | $1.59M | 0.14% | −600,321−88.0% | Reduced |
| Altfest L J & Co Inc | 80,370 | $1.56M | 0.17% | +10,350+14.8% | Added |
| Clearstead Advisors, LLC | 80,084 | $1.55M | 0.02% | +240.0% | Added |
| Aspen Grove Capital, LLC | 80,000 | $1.55M | 0.26% | 00.0% | Unchanged |
| Slotnik Capital, LLC | 77,762 | $1.51M | 0.54% | +77,762 | New |
| Harbor Capital Advisors, Inc. | 77,757 | $1.51M | 0.12% | +20,089+34.8% | Added |
| Perigon Wealth Management, LLC | 76,947 | $1.49M | 0.03% | +76,947 | New |
| Jones Financial Companies LLLP | 76,331 | $1.49M | 0.00% | +14,480+23.4% | Added |
| Freestone Capital Holdings, LLC | 74,783 | $1.45M | 0.04% | +74,783 | New |
| Global Retirement Partners, LLC | 74,094 | $1.44M | 0.03% | −4,415−5.6% | Reduced |
| Moors & Cabot, Inc. | 70,079 | $1.36M | 0.06% | +37,203+113.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,240 | $1.34M | 0.00% | +43,358+167.5% | Added |
| Blair William & Co | 68,886 | $1.34M | 0.00% | +68,886 | New |
| Aptus Capital Advisors, LLC | 67,856 | $1.32M | 0.01% | +16,146+31.2% | Added |
| Vawter Financial, Ltd. | 67,625 | $1.31M | 0.59% | +67,625 | New |
| Atom Investors LP | 66,904 | $1.30M | 0.10% | +66,904 | New |
| State of Wisconsin Investment Board | 65,932 | $1.28M | 0.00% | +43,283+191.1% | Added |
| Jain Global LLC | 65,740 | $1.27M | 0.02% | +22,334+51.5% | Added |
| CastleKnight Management LP | 65,700 | $1.27M | 0.07% | −13,800−17.4% | Reduced |
| HCR Wealth Advisors | 68,813 | $1.26M | 0.13% | +2,564+3.9% | Added |
| CI Private Wealth, LLC | 64,471 | $1.25M | 0.00% | +64,471 | New |
| Oppenheimer & Co Inc | 63,665 | $1.23M | 0.02% | +63,665 | New |
| Kestra Private Wealth Services, LLC | 62,154 | $1.20M | 0.02% | +22,931+58.5% | Added |
| AQR Capital Management LLC | 61,710 | $1.20M | 0.00% | −521,697−89.4% | Reduced |
| Manufacturers Life Insurance Company, The | 58,951 | $1.14M | 0.00% | +34,955+145.7% | Added |
| Snowden Capital Advisors LLC | 58,711 | $1.14M | 0.03% | +24,359+70.9% | Added |
| First Eagle Investment Management, LLC | 57,700 | $1.12M | 0.00% | −9,016−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 57,011 | $1.10M | 0.00% | +7,639+15.5% | Added |
| Divisadero Street Capital Management, LP | 56,978 | $1.10M | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 54,887 | $1.06M | 0.00% | +21,995+66.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 54,518 | $1.06M | 0.43% | +54,518 | New |
| Alliancebernstein L.P. | 54,453 | $1.06M | 0.00% | −1,977,547−97.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 54,192 | $1.05M | 0.06% | −17,655−24.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 54,049 | $1.05M | 0.05% | +54,049 | New |