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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 500 | $9.68K | 0.00% | +500 | New |
| SHP Wealth Management | 518 | $10.0K | 0.00% | +518 | New |
| Elyxium Wealth, LLC | 525 | $10.2K | 0.00% | +525 | New |
| Sofos Investments, Inc. | 553 | $10.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 615 | $11.0K | 0.00% | +151+32.5% | Added |
| United Financial Planning Group LLC | 590 | $11.4K | 0.01% | +590 | New |
| LRI Investments, LLC | 657 | $12.7K | 0.00% | +401+156.6% | Added |
| Salomon & Ludwin, LLC | 608 | $12.8K | 0.00% | −4,331−87.7% | Reduced |
| Raiffeisen Bank International AG | 669 | $13.4K | 0.00% | +669 | New |
| Zions Bancorporation, National Association | 739 | $14.3K | 0.00% | +739 | New |
| Atlantic Union Bankshares Corp | 742 | $14.4K | 0.00% | +51+7.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 792 | $15.3K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $15.5K | 0.01% | +800 | New |
| Private Wealth Asset Management, LLC | 841 | $16.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 923 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 941 | $18.2K | 0.01% | +798+558.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,119 | $21.7K | 0.00% | +1,119 | New |
| Hollencrest Capital Management | 1,200 | $23.2K | 0.00% | +200+20.0% | Added |
| Contravisory Investment Management, Inc. | 1,210 | $23.4K | 0.00% | +1,210 | New |
| Strategic Blueprint, LLC | 1,212 | $23.5K | 0.00% | +1,212 | New |
| Covestor Ltd | 1,251 | $24.0K | 0.01% | +1,214+3,281.1% | Added |
| Truvestments Capital LLC | 1,338 | $25.9K | 0.00% | +1,338 | New |
| Acumen Wealth Advisors, LLC | 1,364 | $26.4K | 0.01% | +1,364 | New |
| International Assets Investment Management, LLC | 1,436 | $27.8K | 0.00% | −15,054−91.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,503 | $29.1K | 0.01% | +1,183+369.7% | Added |
| City State Bank | 1,550 | $30.0K | 0.01% | +1,550 | New |
| Smithfield Trust Co | 1,650 | $32.0K | 0.00% | +1,650 | New |
| Creative Financial Designs Inc | 1,660 | $32.1K | 0.00% | −350−17.4% | Reduced |
| Key Financial Inc | 1,672 | $32.4K | 0.01% | +1,672 | New |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $42.6K | 0.00% | +2,200 | New |
| Keating Financial Advisory Services, Inc. | 2,228 | $43.1K | 0.01% | +2,228 | New |
| Sound Income Strategies, LLC | 1,974 | $45.9K | 0.00% | +1,540+354.8% | Added |
| WPG Advisers, LLC | 2,427 | $47.0K | 0.03% | +1,660+216.4% | Added |
| Capital Advisors, Ltd. LLC | 2,493 | $48.0K | 0.01% | +44+1.8% | Added |
| Oakum Bay Capital LLC | 2,500 | $48.4K | 0.03% | +2,500 | New |
| MAI Capital Management | 2,738 | $53.0K | 0.00% | +90+3.4% | Added |
| Basecamp Wealth Advisors LLC | 2,746 | $53.2K | 0.01% | +2,746 | New |
| Asset Planning,Inc | 2,750 | $53.2K | 0.04% | +2,750 | New |
| Westpac Banking Corp | 2,841 | $55.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,857 | $55.3K | 0.01% | +520+22.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,880 | $55.8K | 0.01% | −1,110−27.8% | Reduced |
| Brown Brothers Harriman & Co | 2,915 | $56.4K | 0.00% | +2,865+5,730.0% | Added |
| Westside Investment Management, Inc. | 2,860 | $56.9K | 0.01% | +2,860 | New |
| First Horizon Corp | 3,056 | $59.2K | 0.00% | +2,327+319.2% | Added |
| Geneos Wealth Management Inc. | 3,170 | $61.4K | 0.00% | +1,217+62.3% | Added |
| V-Square Quantitative Management LLC | 3,368 | $65.2K | 0.01% | +3,368 | New |
| Miller Wealth Advisors, LLC | 3,475 | $67.3K | 0.02% | +1,825+110.6% | Added |
| Bartlett & Co. Wealth Management LLC | 3,525 | $68.2K | 0.00% | +3,025+605.0% | Added |
| CoreCap Advisors, LLC | 3,530 | $68.3K | 0.00% | −1,250−26.2% | Reduced |
| Pioneer Family Office, LLC | 3,630 | $70.3K | 0.05% | +3,630 | New |
| DHJJ Financial Advisors, Ltd. | 3,668 | $71.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,693 | $71.5K | 0.00% | +3,693 | New |
| Larson Financial Group LLC | 4,156 | $80.5K | 0.00% | +252+6.5% | Added |
| Cheviot Value Management, LLC | 3,908 | $81.1K | 0.01% | +1,500+62.3% | Added |
| JNBA Financial Advisors | 4,290 | $83.1K | 0.01% | +4,290 | New |
| TFC Financial Management | 4,319 | $83.6K | 0.01% | +11+0.3% | Added |
| Ronald Blue Trust, Inc. | 4,519 | $87.5K | 0.00% | +4,491+16,039.3% | Added |
| Banque Cantonale Vaudoise | 4,695 | $91.0K | 0.00% | +4,694+469,400.0% | Added |
| Valley National Advisers Inc | 4,941 | $95.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,458 | $105.7K | 0.01% | +3,741+217.9% | Added |
| Jessup Wealth Management, Inc | 5,531 | $107.1K | 0.04% | +5,531 | New |
| Perkins Coie Trust Co | 6,130 | $118.7K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,321 | $122.4K | 0.01% | +6,321 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,369 | $123.3K | 0.00% | +6,369 | New |
| Sunbelt Securities, Inc. | 6,448 | $124.8K | 0.01% | +33+0.5% | Added |
| Bessemer Group Inc | 6,691 | $130.0K | 0.00% | +6,391+2,130.3% | Added |
| Bryn Mawr Trust Co | 6,800 | $131.6K | 0.00% | +6,800 | New |
| Tower Research Capital LLC (TRC) | 7,429 | $143.8K | 0.00% | −117,975−94.1% | Reduced |
| Parallel Advisors, LLC | 7,683 | $148.7K | 0.00% | +4,416+135.2% | Added |
| Allworth Financial LP | 8,023 | $155.3K | 0.00% | +4,780+147.4% | Added |
| FNY Investment Advisers, LLC | 8,255 | $159.0K | 0.05% | +8,255 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,247 | $159.7K | 0.00% | +6,544+384.3% | Added |
| Versant Capital Management, Inc | 8,618 | $166.8K | 0.02% | +2,947+52.0% | Added |
| IFP Advisors, Inc | 8,639 | $167.3K | 0.00% | +739+9.4% | Added |
| Cranbrook Wealth Management, LLC | 8,644 | $167.3K | 0.03% | −1,000−10.4% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $175.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,772 | $189.2K | 0.02% | +9,772 | New |
| Archer Investment Corp | 9,939 | $192.4K | 0.04% | +9,839+9,839.0% | Added |
| Excelsior Advisor Network LLC | 10,000 | $193.6K | 0.09% | +10,000 | New |
| Journey Strategic Wealth LLC | 10,022 | $194.0K | 0.01% | +10,022 | New |
| Knollwood Investment Advisory, LLC | 10,208 | $197.6K | 0.02% | +10,208 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,210 | $197.7K | 0.02% | +10,210 | New |
| Johnson Investment Counsel Inc | 10,291 | $199.2K | 0.00% | +10,291 | New |
| 44 Wealth Management LLC | 10,300 | $199.4K | 0.07% | +10,300 | New |
| Hilltop Holdings Inc. | 10,361 | $200.6K | 0.01% | +10,361 | New |
| Farringdon Capital, Ltd. | 10,382 | $201.0K | 0.05% | +10,382 | New |
| Red Door Wealth Management, LLC | 10,440 | $202.1K | 0.02% | +411+4.1% | Added |
| Clear Harbor Asset Management, LLC | 10,630 | $205.8K | 0.01% | +10,630 | New |
| Garner Asset Management Corp | 10,769 | $208.5K | 0.08% | +10.0% | Added |
| Oppenheimer & Co Inc | 10,811 | $209.3K | 0.00% | −52,854−83.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,851 | $210.1K | 0.00% | +10,851 | New |
| Integrated Wealth Concepts LLC | 11,020 | $213.3K | 0.00% | −22,365−67.0% | Reduced |
| Bridges Investment Management Inc | 11,045 | $213.8K | 0.00% | +869+8.5% | Added |
| Panoramic Investment Advisors, LLC | 11,250 | $217.8K | 0.12% | +250+2.3% | Added |
| Town Capital LLC | 11,550 | $223.6K | 0.18% | +11,550 | New |
| Hook Mill Capital Partners, LP | 11,860 | $229.6K | 0.02% | +11,860 | New |
| Deeter Investments LLP | 11,900 | $230.4K | 0.05% | +11,900 | New |
| Nomura Holdings Inc | 11,943 | $231.2K | 0.00% | −100,430−89.4% | Reduced |
| Greenland Capital Management LP | 12,000 | $232.3K | 0.03% | −8,000−40.0% | Reduced |
| Financial Engines Advisors L.L.C. | 12,263 | $237.4K | 0.00% | −7−0.1% | Reduced |