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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, Q4 2025

Institutional positions in Rocket Companies, Inc. as of Dec 31, 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
789
+285 vs. Q3 2025
Shares held
823.7M
+485.5M (+143.5%) vs. Q3 2025
Total value
$15.9B
+$9.40B (+143.4%) vs. Q3 2025
New holders
353
310 more added
Sold out
68
80 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 789 institutions
Q1 2021: 261 institutionsQ2 2021: 234 institutionsQ3 2021: 239 institutionsQ4 2021: 257 institutionsQ1 2022: 240 institutionsQ2 2022: 237 institutionsQ3 2022: 219 institutionsQ4 2022: 238 institutionsQ1 2023: 242 institutionsQ2 2023: 213 institutionsQ3 2023: 229 institutionsQ4 2023: 237 institutionsQ1 2024: 238 institutionsQ2 2024: 255 institutionsQ3 2024: 270 institutionsQ4 2024: 269 institutionsQ1 2025: 309 institutionsQ2 2025: 375 institutionsQ3 2025: 509 institutionsQ4 2025: 789 institutionsQ1 2026: 819 institutionsQ2 2026: 798 institutions
Value heldQ4 2025: $15.9B
Q1 2021: $1.69BQ2 2021: $1.43BQ3 2021: $1.18BQ4 2021: $1.03BQ1 2022: $897.1MQ2 2022: $604.6MQ3 2022: $499.0MQ4 2022: $618.8MQ1 2023: $781.3MQ2 2023: $723.9MQ3 2023: $669.2MQ4 2023: $1.31BQ1 2024: $1.38BQ2 2024: $1.32BQ3 2024: $1.95BQ4 2024: $1.23BQ1 2025: $1.66BQ2 2025: $2.99BQ3 2025: $6.56BQ4 2025: $15.9BQ1 2026: $11.8BQ2 2026: $15.1B
Institutions holding RKT and their total value by quarter
QuarterHoldersValue
Q2 2026798$15.1B
Q1 2026819$11.8B
Q4 2025789$15.9B
Q3 2025509$6.56B
Q2 2025375$2.99B
Q1 2025309$1.66B
Q4 2024269$1.23B
Q3 2024270$1.95B
Q2 2024255$1.32B
Q1 2024238$1.38B
Q4 2023237$1.31B
Q3 2023229$669.2M
Q2 2023213$723.9M
Q1 2023242$781.3M
Q4 2022238$618.8M
Q3 2022219$499.0M
Q2 2022237$604.6M
Q1 2022240$897.1M
Q4 2021257$1.03B
Q3 2021239$1.18B
Q2 2021234$1.43B
Q1 2021261$1.69B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q3 2025.

Institutions holding RKT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Stone House Investment Management, LLC1$190.00%+1New
HFM Investment Advisors, LLC1$200.00%00.0%Unchanged
Bogart Wealth, LLC2$390.00%00.0%Unchanged
CWM Advisors, LLC2$390.00%+2New
1015 Capital Partners, LLC2$390.00%+2New
Wealth Watch Advisors, INC4$770.00%00.0%Unchanged
Fourth Dimension Wealth, LLC4$770.00%00.0%Unchanged
SJS Investment Consulting Inc.4$790.00%+3+300.0%Added
Atlantic Trust, LLC5$970.00%−114−95.8%Reduced
Nemes Rush Group LLC6$1160.00%+6New
TD Private Client Wealth LLC7$1360.00%+7New
Estate Planners Group, LLC7$1360.00%+7New
McGuire Capital Advisors Inc8$1550.00%+8New
Berkshire Capital Holdings Inc10$1940.00%00.0%Unchanged
Hilton Head Capital Partners, LLC10$1940.00%+10New
Hilltop National Bank11$2130.00%+11New
Curio Wealth, LLC11$2140.00%+11New
Bay Harbor Wealth Management, LLC12$2320.00%+9+300.0%Added
Davis Capital Management13$2520.00%+13New
Fideuram Asset Management (Ireland) dac14$2670.00%+14New
Trust Co22$4260.00%+22New
Hughes Financial Services, LLC22$4260.00%+22New
Essential Partners LLC22$4260.00%+22New
Strategic Advocates LLC22$4410.00%−2−8.3%Reduced
WealthCollab, LLC23$4460.00%00.0%Unchanged
Proathlete Wealth Management LLC25$4840.00%+10+66.7%Added
Pacer Advisors, Inc.25$4840.00%+25New
NorthAvenue LLC26$5040.00%+26New
North Star Investment Management Corp.29$5610.00%+29New
Optima Capital LLC29$5610.00%+29New
American Capital Advisory, LLC29$5620.00%+29New
Retirement Wealth Solutions LLC29$5620.00%+29New
Whipplewood Advisors, LLC38$7360.00%+38New
JFS Wealth Advisors, LLC42$8140.00%+31+281.8%Added
Pillar Financial Advisors, LLC44$8520.00%+44New
Principia Wealth Advisory, LLC47$9100.00%+47New
Bullock Wealth Management Group52$1.01K0.00%+52New
ORG Wealth Partners, LLC55$1.06K0.00%+55New
AdvisorNet Financial, Inc56$1.08K0.00%+26+86.7%Added
GHP Investment Advisors, Inc.57$1.10K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.60$1.16K0.00%−500−89.3%Reduced
Cornerstone Financial Management LLC60$1.16K0.00%+60New
TD Capital Management LLC66$1.28K0.00%+66New
Global Wealth Strategies & Associates73$1.41K0.00%00.0%Unchanged
Rialto Wealth Management, LLC80$1.55K0.00%+44+122.2%Added
Aspect Partners, LLC94$1.82K0.00%00.0%Unchanged
Root Financial Partners, LLC99$1.92K0.00%+36+57.1%Added
Annis Gardner Whiting Capital Advisors, LLC99$1.92K0.00%+99New
Clarity Asset Management, Inc.100$1.94K0.00%−5−4.8%Reduced
Golden State Wealth Management, LLC100$1.94K0.00%00.0%Unchanged
McMillan Office, Inc.100$1.94K0.00%+100New
Greenline Wealth Management LLC104$2.00K0.00%+104New
NVWM, LLC105$2.03K0.00%00.0%Unchanged
HM Payson & Co110$2.13K0.00%+110New
True Wealth Design, LLC111$2.15K0.00%+44+65.7%Added
Financial Consulate, Inc111$2.15K0.00%+111New
Cornerstone Planning Group LLC104$2.16K0.00%+93+845.5%Added
Cromwell Holdings LLC121$2.34K0.00%+121New
Bell Investment Advisors, Inc125$2.42K0.00%+125New
MV Capital Management, Inc.132$2.56K0.00%−9−6.4%Reduced
Godfrey Financial Associates, Inc.132$2.56K0.00%+132New
Kilter Group LLC143$2.77K0.00%+142+14,200.0%Added
Umb Bank N A163$3.16K0.00%+163New
Glen Eagle Advisors, LLC172$3.33K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC175$3.39K0.00%+175New
Eastern Bank176$3.41K0.00%+176New
Turning Point Benefit Group, Inc.176$3.41K0.00%+176New
Red Tortoise LLC185$3.58K0.00%00.0%Unchanged
Meeder Asset Management Inc187$3.62K0.00%+187New
Transamerica Financial Advisors, Inc.190$3.68K0.00%+190New
Rothschild Investment LLC192$3.72K0.00%+70+57.4%Added
Newbridge Financial Services Group, Inc.200$3.87K0.00%−1,750−89.7%Reduced
Scarborough Advisors, LLC200$3.87K0.00%00.0%Unchanged
Crews Bank & Trust200$3.87K0.00%+200New
CVA Family Office, LLC222$4.30K0.00%+144+184.6%Added
Quaker Wealth Management, LLC222$4.30K0.00%+222New
Ares Financial Consulting, LLC250$4.84K0.00%+250New
Legacy Bridge, LLC275$5.32K0.00%00.0%Unchanged
Torren Management, LLC275$5.32K0.00%+275New
Bruce G. Allen Investments, LLC288$5.58K0.00%00.0%Unchanged
Trust Co of Vermont294$5.69K0.00%00.0%Unchanged
Triumph Capital Management300$5.81K0.00%+300New
GoalVest Advisory LLC314$6.08K0.00%+314New
UMA Financial Services, Inc.314$6.08K0.00%+205+188.1%Added
Cherry Tree Wealth Management, LLC319$6.18K0.00%+319New
Bradley & Co. Private Wealth Management, LLC348$6.74K0.00%00.0%Unchanged
Quent Capital, LLC353$6.83K0.00%+55+18.5%Added
Ancora Advisors, LLC367$7.11K0.00%+367Added
Security National Bank386$7.47K0.00%+386New
Moisand Fitzgerald Tamayo, LLC400$7.74K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc418$8.09K0.00%+418New
NBC Securities, Inc.429$8.30K0.00%+75+21.2%Added
TD Waterhouse Canada Inc.437$8.46K0.00%−330−43.0%Reduced
Flagship Harbor Advisors, LLC451$8.75K0.00%+451New
Rakuten Securities, Inc.466$9.02K0.00%−2,142−82.1%Reduced
Grove Bank & Trust468$9.06K0.00%+271+137.6%Added
Fortitude Family Office, LLC484$9.37K0.00%−10−2.0%Reduced
Medallion Wealth Advisors, LLC484$9.37K0.00%00.0%Unchanged
Solstein Capital, LLC500$9.68K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp500$9.68K0.01%+500New