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 2 sales; 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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 17,510 | $339.3K | 0.02% | +79+0.5% | Added |
| Lighthouse Investment Partners, LLC | 16,854 | $326.6K | 0.01% | +16,854 | New |
| The PNC Financial Services Group, Inc. | 16,431 | $318.4K | 0.00% | +12,541+322.4% | Added |
| Torrey Growth & Income Advisors | 16,415 | $318.1K | 0.09% | +16,415 | New |
| California State Teachers Retirement System | 16,398 | $317.8K | 0.00% | −111,953−87.2% | Reduced |
| Valeo Financial Advisors, LLC | 16,393 | $317.7K | 0.01% | +16,393 | New |
| Everence Capital Management Inc | 16,342 | $317.0K | 0.02% | +16,342 | New |
| Pathstone Holdings, LLC | 16,048 | $311.0K | 0.00% | +16,048 | New |
| FLP Wealth Management, LLC | 15,926 | $308.6K | 0.87% | −1,124−6.6% | Reduced |
| Kentucky Retirement Systems | 15,771 | $305.6K | 0.01% | +15,771 | New |
| Sterling Capital Management LLC | 15,532 | $301.0K | 0.00% | −981−5.9% | Reduced |
| Canton Hathaway, LLC | 15,200 | $295.0K | 0.06% | +15,200 | New |
| Mackenzie Financial Corp | 15,183 | $294.2K | 0.00% | +15,183 | New |
| Pointe Capital Management LLC | 15,030 | $291.3K | 0.14% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 15,000 | $290.7K | 0.11% | −3,497−18.9% | Reduced |
| Levin Capital Strategies, L.P. | 14,983 | $290.4K | 0.03% | −6,863−31.4% | Reduced |
| FORA Capital, LLC | 14,886 | $288.5K | 0.05% | +14,886 | New |
| Merit Financial Group, LLC | 14,883 | $288.4K | 0.00% | +14,883 | New |
| Schnieders Capital Management, LLC. | 14,861 | $288.0K | 0.05% | +14,861 | New |
| Captrust Financial Advisors | 14,755 | $285.9K | 0.00% | +14,755 | New |
| Northwestern Mutual Wealth Management Co | 14,735 | $285.6K | 0.00% | +8,275+128.1% | Added |
| Keybank National Association | 14,674 | $284.4K | 0.00% | +14,674 | New |
| Guggenheim Capital LLC | 14,626 | $283.5K | 0.00% | +14,626 | 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 |
| Alamea Verwaltungs GmbH | 14,238 | $275.9K | 0.19% | +14,238 | New |
| Maryland State Retirement & Pension System | 14,090 | $273.1K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,038 | $272.1K | 0.00% | +14,038 | New |
| Tocqueville Asset Management L.P. | 13,500 | $261.6K | 0.00% | +13,500 | New |
| 1832 Asset Management L.P. | 13,300 | $257.8K | 0.00% | +13,300 | New |
| Utah Retirement Systems | 13,200 | $255.8K | 0.00% | +1,000+8.2% | Added |
| Integrated Investment Consultants, LLC | 13,029 | $252.5K | 0.04% | +13,029 | New |
| National Asset Management, Inc. | 12,998 | $251.9K | 0.01% | +12,998 | New |
| Cim Investment Mangement Inc | 12,828 | $248.6K | 0.07% | +12,828 | New |
| Massar Capital Management, LP | 12,740 | $246.9K | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 12,595 | $244.0K | 0.00% | +8,782+230.3% | Added |
| SummitTX Capital, L.P. | 12,562 | $243.5K | 0.01% | −19,810−61.2% | Reduced |
| National Philanthropic Trust | 12,448 | $241.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,370 | $239.7K | 0.00% | +1,699+15.9% | Added |
| International Assets Investment Management, LLC | 16,490 | $238.8K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 12,270 | $237.8K | 0.00% | +12,270 | New |
| Xponance, Inc. | 12,108 | $234.7K | 0.00% | +12,108 | New |
| Daiwa Securities Group Inc. | 12,065 | $234.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,826 | $229.2K | 0.03% | +11,826 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $227.4K | 0.00% | −2,732−18.9% | Reduced |
| National Bank of Canada | 11,516 | $223.2K | 0.00% | −66,386−85.2% | Reduced |
| Stephens Inc | 11,350 | $220.0K | 0.00% | +11,350 | New |
| Verdence Capital Advisors LLC | 12,082 | $219.4K | 0.01% | +12,082 | New |
| Panoramic Investment Advisors, LLC | 11,000 | $213.2K | 0.12% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 10,935 | $211.9K | 0.24% | +10,935 | New |
| Pine Valley Investments Ltd Liability Co | 10,846 | $210.2K | 0.01% | +501+4.8% | Added |
| Garner Asset Management Corp | 10,768 | $208.7K | 0.08% | +10,768 | New |
| NewEdge Wealth, LLC | 12,497 | $203.7K | 0.00% | +12,497 | New |
| Advisory Services Network, LLC | 10,440 | $202.3K | 0.00% | +10,440 | New |
| Ballentine Partners, LLC | 10,387 | $201.3K | 0.00% | +10,387 | New |
| Sequoia Financial Advisors, LLC | 10,384 | $201.2K | 0.00% | +10,384 | New |
| Bridges Investment Management Inc | 10,176 | $197.2K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 10,029 | $194.4K | 0.02% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 10,000 | $193.8K | 0.03% | +10,000 | New |
| CWM, LLC | 9,715 | $188.0K | 0.00% | +3,208+49.3% | Added |
| Cranbrook Wealth Management, LLC | 9,644 | $186.9K | 0.04% | +1,000+11.6% | Added |
| State of Wyoming | 9,576 | $185.6K | 0.02% | −19,345−66.9% | Reduced |
| FDx Advisors, Inc. | 10,473 | $174.0K | 0.05% | +10,473 | New |
| DekaBank Deutsche Girozentrale | 12,828 | $173.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 8,798 | $170.5K | 0.00% | −637−6.8% | Reduced |
| Pentwater Capital Management LP | 8,000 | $155.0K | 0.00% | +8,000 | New |
| IFP Advisors, Inc | 7,900 | $153.1K | 0.00% | +1,800+29.5% | Added |
| Morse Asset Management, Inc | 7,612 | $147.5K | 0.03% | +7,612 | New |
| Federation des caisses Desjardins du Quebec | 7,413 | $143.7K | 0.00% | +7,313+7,313.0% | Added |
| Ameritas Advisory Services, LLC | 6,936 | $134.4K | 0.01% | +6,699+2,826.6% | Added |
| Wexford Capital LP | 6,754 | $130.9K | 0.04% | +6,754 | New |
| PEAK6 LLC | 6,470 | $125.4K | 0.00% | +6,470 | New |
| Rockefeller Capital Management L.P. | 6,454 | $125.1K | 0.00% | +6,454 | New |
| Sunbelt Securities, Inc. | 6,415 | $124.3K | 0.01% | +6,415 | New |
| Barnes Dennig Private Wealth Management LLC | 6,306 | $122.2K | 0.13% | +6,306 | New |
| Perkins Coie Trust Co | 6,130 | $118.7K | 0.02% | +6,130 | New |
| STRS Ohio | 6,007 | $116.4K | 0.00% | +482+8.7% | Added |
| Point72 Europe (London) LLP | 5,917 | $114.7K | 0.01% | +5,917 | New |
| US Bancorp | 5,700 | $110.5K | 0.00% | +2,651+86.9% | Added |
| Versant Capital Management, Inc | 5,671 | $109.9K | 0.01% | +2,680+89.6% | Added |
| Point72 Hong Kong Ltd | 5,356 | $103.8K | 0.00% | +5,356 | New |
| Harbour Investments, Inc. | 5,110 | $99.0K | 0.00% | +4,110+411.0% | Added |
| Valley National Advisers Inc | 4,941 | $95.0K | 0.01% | +4,941 | New |
| CoreCap Advisors, LLC | 4,780 | $92.6K | 0.00% | +2,500+109.6% | Added |
| Walleye Capital LLC | 4,443 | $86.1K | 0.00% | −174,457−97.5% | Reduced |
| TFC Financial Management | 4,308 | $83.5K | 0.01% | +302+7.5% | Added |
| Smartleaf Asset Management LLC | 4,048 | $81.5K | 0.01% | +2,537+167.9% | Added |
| MetLife Investment Management | 4,189 | $81.2K | 0.00% | +339+8.8% | Added |
| Signaturefd, LLC | 4,001 | $77.5K | 0.00% | +1,672+71.8% | Added |
| Caitong International Asset Management Co., Ltd | 3,990 | $77.3K | 0.05% | +3,206+408.9% | Added |
| Larson Financial Group LLC | 3,904 | $75.7K | 0.00% | +3,496+856.9% | Added |
| Belvedere Trading LLC | 3,824 | $74.1K | 0.01% | +3,824 | New |
| DHJJ Financial Advisors, Ltd. | 3,668 | $71.1K | 0.02% | +3,168+633.6% | Added |
| Quarry LP | 3,579 | $69.4K | 0.02% | −16,162−81.9% | Reduced |
| Parallel Advisors, LLC | 3,267 | $63.3K | 0.00% | +677+26.1% | Added |
| Allworth Financial LP | 3,243 | $62.9K | 0.00% | +1,498+85.8% | Added |
| Westpac Banking Corp | 2,841 | $55.1K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,797 | $54.2K | 0.00% | +2,797 | New |
| MAI Capital Management | 2,648 | $51.3K | 0.00% | +2,372+859.4% | Added |
| Rakuten Securities, Inc. | 2,608 | $50.5K | 0.02% | +2,338+865.9% | Added |