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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 12,278 | $237.7K | 0.02% | +12,278 | New |
| Advisory Services Network, LLC | 12,433 | $240.7K | 0.00% | +1,993+19.1% | Added |
| National Philanthropic Trust | 12,448 | $241.0K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 12,500 | $242.0K | 0.01% | +12,500 | New |
| Corps Capital Advisors, LLC | 12,500 | $242.0K | 0.25% | +12,500 | New |
| OpenArc Corporate Advisory, LLC | 12,511 | $242.2K | 0.00% | +12,511 | New |
| DRW Securities, LLC | 12,656 | $245.0K | 0.02% | +12,656 | New |
| Massar Capital Management, LP | 12,740 | $246.6K | 0.05% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 12,800 | $247.8K | 0.19% | +12,800 | New |
| Cim Investment Mangement Inc | 12,828 | $248.3K | 0.07% | 00.0% | Unchanged |
| McAdam, LLC | 12,885 | $249.5K | 0.01% | +12,885 | New |
| Ethic Inc. | 12,895 | $249.6K | 0.00% | +12,895 | New |
| Schroder Investment Management Group | 12,656 | $253.9K | 0.00% | +12,656 | New |
| NewEdge Wealth, LLC | 13,204 | $255.6K | 0.00% | +707+5.7% | Added |
| Insigneo Advisory Services, LLC | 13,262 | $256.8K | 0.02% | +13,262 | New |
| Modern Wealth Management, LLC | 13,268 | $256.9K | 0.00% | +13,268 | New |
| Siemens Fonds Invest GmbH | 12,812 | $257.0K | 0.01% | +12,812 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,328 | $258.0K | 0.00% | +1,592+13.6% | Added |
| Transcend Wealth Collective, LLC | 13,384 | $259.1K | 0.02% | +13,384 | New |
| Arkadios Wealth Advisors | 13,471 | $260.8K | 0.01% | +13,471 | New |
| Fidelis Capital Partners, LLC | 13,537 | $262.1K | 0.02% | +13,537 | New |
| Alamea Verwaltungs GmbH | 14,700 | $263.6K | 0.18% | +462+3.2% | Added |
| Yousif Capital Management, LLC | 11,974 | $264.0K | 0.00% | +11,974 | New |
| Vestor Capital, LLC | 850 | $265.0K | 0.02% | +850 | New |
| Great Lakes Advisors, LLC | 13,708 | $265.4K | 0.00% | +13,708 | New |
| Vontobel Holding Ltd. | 13,747 | $266.1K | 0.00% | +13,747 | New |
| Laurel Oak Wealth Management, LLC | 13,755 | $266.3K | 0.04% | +13,755 | New |
| Magnus Financial Group LLC | 13,913 | $269.4K | 0.02% | −3,677−20.9% | Reduced |
| Anchor Capital Advisors LLC | 13,975 | $270.6K | 0.01% | +13,975 | New |
| Apollon Wealth Management, LLC | 14,005 | $271.1K | 0.00% | +14,005 | New |
| Scotia Capital Inc. | 14,044 | $271.9K | 0.00% | +14,044 | New |
| Abc Arbitrage SA | 14,530 | $281.3K | 0.03% | +14,530 | New |
| SBI Securities Co., Ltd. | 14,555 | $281.8K | 0.01% | −5,774−28.4% | Reduced |
| Concurrent Investment Advisors, LLC | 14,682 | $284.2K | 0.00% | +2,312+18.7% | Added |
| Ballentine Partners, LLC | 14,699 | $284.6K | 0.00% | +4,312+41.5% | Added |
| Harbour Investments, Inc. | 15,028 | $290.9K | 0.01% | +9,918+194.1% | Added |
| Aaron Wealth Advisors | 15,056 | $291.5K | 0.02% | +15,056 | New |
| Intech Investment Management LLC | 15,216 | $294.6K | 0.00% | +15,216 | New |
| FLP Wealth Management, LLC | 15,226 | $294.8K | 0.70% | −700−4.4% | Reduced |
| Pointe Capital Management LLC | 15,330 | $296.8K | 0.15% | +300+2.0% | Added |
| MetLife Investment Management | 15,411 | $298.4K | 0.00% | +11,222+267.9% | Added |
| Blueshift Asset Management, LLC | 15,529 | $300.6K | 0.09% | +15,529 | New |
| Jacobi Capital Management LLC | 15,680 | $303.6K | 0.02% | +15,680 | New |
| Laird Norton Trust Company, LLC | 15,764 | $305.2K | 0.01% | +15,764 | New |
| Intrinsic Value Partners, LLC | 16,264 | $314.9K | 0.24% | −1,716−9.5% | Reduced |
| Wittenberg Investment Management, Inc. | 16,500 | $319.4K | 0.12% | +16,500 | New |
| Corecam Pte. Ltd. | 16,536 | $320.1K | 0.17% | −16,532−50.0% | Reduced |
| Northern Lights Advisors, Inc. | 16,592 | $321.2K | 0.22% | +16,592 | New |
| DiNuzzo Private Wealth, Inc. | 16,821 | $325.7K | 0.04% | +16,821 | New |
| Atomi Financial Group, Inc. | 16,892 | $327.0K | 0.01% | +16,892 | New |
| Woodline Partners LP | 16,919 | $327.6K | 0.00% | +16,919 | New |
| Bridgewater Associates, LP | 16,956 | $328.3K | 0.00% | +16,956 | New |
| Chase Investment Counsel Corp | 17,061 | $330.0K | 0.09% | +17,061 | New |
| Sender Co & Partners, Inc. | 17,245 | $333.9K | 0.19% | +17,245 | New |
| SRS Capital Advisors, Inc. | 17,294 | $334.8K | 0.01% | +14,839+604.4% | Added |
| Van Eck Associates Corp | 17,324 | $335.0K | 0.00% | −32,171−65.0% | Reduced |
| Promethium Advisors,llc | 17,500 | $338.8K | 0.18% | +17,500 | New |
| Coldstream Capital Management Inc | 17,744 | $343.5K | 0.00% | +17,744 | New |
| Los Angeles Capital Management LLC | 22,033 | $351.2K | 0.00% | +22,033 | New |
| Penserra Capital Management LLC | 18,237 | $353.0K | 0.00% | +507+2.9% | Added |
| Greenleaf Trust | 18,275 | $353.8K | 0.00% | +18,275 | New |
| BancorpSouth Bank | 18,289 | $354.1K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 18,338 | $355.0K | 0.02% | +18,338 | New |
| First Trust Advisors LP | 18,340 | $355.1K | 0.00% | +319+1.8% | Added |
| EverSource Wealth Advisors, LLC | 18,478 | $357.7K | 0.01% | +16,317+755.1% | Added |
| QRG Capital Management, Inc. | 18,498 | $358.1K | 0.00% | +18,498 | New |
| Ritholtz Wealth Management | 18,726 | $362.5K | 0.01% | +18,726 | New |
| UniSuper Management Pty Ltd | 19,000 | $367.8K | 0.00% | +19,000 | New |
| Panagora Asset Management Inc | 19,118 | $370.1K | 0.00% | +19,118 | New |
| Quest Partners LLC | 19,234 | $372.4K | 0.02% | −1,639−7.9% | Reduced |
| Atria Investments LLC | 19,793 | $383.2K | 0.00% | +19,793 | New |
| Institute for Wealth Management, LLC. | 19,796 | $383.3K | 0.04% | +1,902+10.6% | Added |
| Everhart Financial Group, Inc. | 19,875 | $384.8K | 0.04% | +19,875 | New |
| Prelude Capital Management, LLC | 20,000 | $387.2K | 0.03% | −299−1.5% | Reduced |
| Belvedere Trading LLC | 20,002 | $387.2K | 0.07% | +16,178+423.1% | Added |
| Trueblood Wealth Management, LLC | 20,042 | $388.0K | 0.15% | +20,042 | New |
| Valeo Financial Advisors, LLC | 20,083 | $388.8K | 0.01% | +3,690+22.5% | Added |
| Callan Family Office, LLC | 20,111 | $389.3K | 0.01% | +20,111 | New |
| Ossiam | 20,155 | $390.2K | 0.01% | +17,896+792.2% | Added |
| Fieldview Capital Management, LLC | 20,186 | $390.8K | 0.07% | +20,186 | New |
| RFG Advisory, LLC | 20,193 | $390.9K | 0.01% | −37−0.2% | Reduced |
| Lecap Asset Management Ltd | 20,269 | $392.4K | 0.16% | +20,269 | New |
| Dakota Wealth Management | 20,351 | $394.0K | 0.01% | +20,351 | New |
| Levin Capital Strategies, L.P. | 20,407 | $395.1K | 0.03% | +5,424+36.2% | Added |
| Vestcor Inc | 20,500 | $397.0K | 0.01% | +20,500 | New |
| Sciencast Management LP | 20,605 | $398.9K | 0.06% | +20,605 | New |
| Comerica Bank | 20,736 | $401.4K | 0.00% | +19,068+1,143.2% | Added |
| Canton Hathaway, LLC | 21,100 | $408.5K | 0.08% | +5,900+38.8% | Added |
| Pine Valley Investments Ltd Liability Co | 21,301 | $412.4K | 0.02% | +10,455+96.4% | Added |
| Weiss Asset Management LP | 21,306 | $412.5K | 0.01% | −200,642−90.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,412 | $414.5K | 0.05% | +21,412 | New |
| Keybank National Association | 22,062 | $427.1K | 0.00% | +7,388+50.3% | Added |
| HB Wealth Management, LLC | 22,084 | $427.6K | 0.00% | +22,084 | New |
| Spire Wealth Management | 22,317 | $432.1K | 0.01% | −228,003−91.1% | Reduced |
| Morse Asset Management, Inc | 22,400 | $433.7K | 0.09% | +14,788+194.3% | Added |
| Cambria Investment Management, L.P. | 22,419 | $434.0K | 0.03% | +22,419 | New |
| United Capital Financial Advisers, LLC | 22,660 | $438.7K | 0.00% | +22,660 | New |
| GWM Advisors LLC | 22,669 | $438.9K | 0.00% | −69,087−75.3% | Reduced |
| Wall Street Access Asset Management, LLC | 22,740 | $440.2K | 0.10% | +22,740 | New |
| E. Ohman J:or Asset Management AB | 22,764 | $440.7K | 0.01% | +22,764 | New |