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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 21,990 | $441.1K | 0.02% | +17,942+443.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,000 | $445.3K | 0.02% | +23,000 | New |
| Whalen Wealth Management Inc. | 23,286 | $450.8K | 0.24% | −5,520−19.2% | Reduced |
| CAPROCK Group, Inc. | 23,338 | $451.8K | 0.01% | +23,338 | New |
| Abel Hall, LLC | 23,380 | $452.6K | 0.11% | +23,380 | New |
| Atlanta Consulting Group Advisors, LLC | 23,749 | $459.8K | 0.10% | +23,749 | New |
| Fort Washington Investment Advisors Inc | 23,770 | $460.2K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 23,869 | $462.1K | 0.01% | +17,399+268.9% | Added |
| Signaturefd, LLC | 24,216 | $468.8K | 0.01% | +20,215+505.2% | Added |
| BW Gestao de Investimentos Ltda. | 24,543 | $475.2K | 0.02% | +24,543 | New |
| Jasper Ridge Partners, L.P. | 24,563 | $475.5K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 24,770 | $479.5K | 0.03% | +24,770 | New |
| Fiduciary Trust Co | 24,881 | $481.7K | 0.01% | +24,881 | New |
| Rathbone Brothers plc | 25,146 | $486.8K | 0.00% | +3,696+17.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,279 | $489.4K | 0.00% | +25,279 | New |
| Miracle Mile Advisors, LLC | 25,323 | $490.3K | 0.01% | +668+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 25,418 | $492.1K | 0.00% | −4,411−14.8% | Reduced |
| Prudential PLC | 25,464 | $493.0K | 0.00% | +25,464 | New |
| Cresset Asset Management, LLC | 25,490 | $493.5K | 0.00% | +2,337+10.1% | Added |
| Landscape Capital Management, L.L.C. | 25,526 | $494.2K | 0.03% | −3,801−13.0% | Reduced |
| Wedmont Private Capital | 23,303 | $495.9K | 0.02% | +1,399+6.4% | Added |
| Pinnacle Financial Partners, Inc. | 25,764 | $498.8K | 0.00% | +25,764 | New |
| XTX Topco Ltd | 25,932 | $502.0K | 0.01% | +25,932 | New |
| Aristeia Capital LLC | 25,962 | $502.6K | 0.01% | +25,962 | New |
| Connective Portfolio Management, LLC | 26,000 | $503.4K | 0.91% | −22,000−45.8% | Reduced |
| Bluebird Wealth Management LLC | 26,210 | $507.4K | 0.47% | +26,210 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 26,570 | $514.4K | 0.00% | +26,570 | New |
| Equitable Trust Co | 26,886 | $520.5K | 0.02% | +9,376+53.5% | Added |
| Davenport & Co LLC | 26,902 | $520.8K | 0.00% | +223+0.8% | Added |
| Harvest Fund Management Co., Ltd | 26,917 | $521.0K | 0.02% | +26,917 | New |
| Beacon Pointe Advisors, LLC | 26,970 | $522.1K | 0.00% | +12,932+92.1% | Added |
| Fullerton Advisors, LLC | 27,151 | $525.6K | 0.53% | +27,151 | New |
| Pensionmark Financial Group, LLC | 27,178 | $526.2K | 0.01% | +27,178 | New |
| Sage Advisors, LLC | 27,240 | $527.4K | 0.35% | +27,240 | New |
| CAP Partners, LLC | 27,258 | $527.7K | 0.30% | −346−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 27,316 | $528.8K | 0.04% | +27,316 | New |
| Merit Financial Group, LLC | 27,420 | $530.9K | 0.00% | +12,537+84.2% | Added |
| Franklin Resources Inc | 27,455 | $531.5K | 0.00% | +27,455 | New |
| Farther Finance Advisors, LLC | 27,456 | $531.5K | 0.01% | +9,349+51.6% | Added |
| Lakeshore Financial Planning, Inc. | 27,527 | $532.9K | 0.19% | +12,527+83.5% | Added |
| The PNC Financial Services Group, Inc. | 27,841 | $539.0K | 0.00% | +11,410+69.4% | Added |
| Schwab Charitable Fund | 27,951 | $541.1K | 0.01% | +27,951 | New |
| National Bank of Canada | 28,169 | $544.8K | 0.00% | +16,653+144.6% | Added |
| Rockefeller Capital Management L.P. | 28,181 | $545.6K | 0.00% | +21,727+336.6% | Added |
| Captrust Financial Advisors | 28,254 | $547.0K | 0.00% | +13,499+91.5% | Added |
| State of Wyoming | 28,291 | $547.7K | 0.06% | +18,715+195.4% | Added |
| Bleakley Financial Group, LLC | 28,751 | $556.6K | 0.01% | +10,070+53.9% | Added |
| Credit Agricole S A | 31,227 | $604.6K | 0.00% | +31,227 | New |
| US Bancorp | 31,816 | $616.0K | 0.00% | +26,116+458.2% | Added |
| CIBC World Markets Corp | 31,858 | $616.8K | 0.00% | +31,858 | New |
| Encompass More Asset Management | 32,538 | $629.9K | 0.12% | +32,538 | New |
| Forum Financial Management, LP | 32,956 | $638.0K | 0.01% | +32,956 | New |
| Royal London Asset Management Ltd | 32,965 | $638.2K | 0.00% | +32,965 | New |
| Mount Lucas Management LP | 33,000 | $638.9K | 0.28% | −1,000−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 33,361 | $645.9K | 0.00% | +25,948+350.0% | Added |
| North Dakota State Investment Board | 33,436 | $647.3K | 0.02% | +33,436 | New |
| Huntington National Bank | 33,734 | $653.1K | 0.00% | +7,675+29.5% | Added |
| Purpose Unlimited Inc. | 34,325 | $664.2K | 0.03% | +34,325 | New |
| Brinker Capital Investments, LLC | 34,635 | $670.5K | 0.00% | +34,635 | New |
| Sivia Capital Partners, LLC | 34,698 | $671.8K | 0.14% | +34,698 | New |
| Verition Fund Management LLC | 34,806 | $673.8K | 0.00% | −180,085−83.8% | Reduced |
| NEOS Investment Management LLC | 34,875 | $675.2K | 0.00% | +34,875 | New |
| Tema ETFs LLC | 34,875 | $675.2K | 0.05% | +34,875 | New |
| Fairfield, Bush & Co. | 34,926 | $676.2K | 0.36% | +11,570+49.5% | Added |
| Keebeck Wealth Management, LLC | 35,275 | $682.9K | 0.08% | −4,375−11.0% | Reduced |
| Everence Capital Management Inc | 35,758 | $692.0K | 0.04% | +19,416+118.8% | Added |
| Colonial River Wealth Management, LLC | 36,027 | $697.5K | 0.25% | +21,474+147.6% | Added |
| Axxcess Wealth Management, LLC | 36,126 | $699.4K | 0.01% | +21,573+148.2% | Added |
| Sierra Capital LLC | 36,847 | $713.0K | 0.08% | 00.0% | Unchanged |
| SCS Capital Management LLC | 37,247 | $721.1K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 37,896 | $733.7K | 0.18% | +37,896 | New |
| Intercapital, LLC | 38,145 | $738.5K | 0.39% | +38,145 | New |
| Gulf International Bank (UK) Ltd | 38,641 | $748.0K | 0.02% | +38,641 | New |
| Rakuten Investment Management, Inc. | 38,894 | $753.4K | 0.00% | +38,894 | New |
| Macquarie Group Ltd | 38,928 | $753.6K | 0.00% | −418,440−91.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,121 | $757.4K | 0.02% | +39,121 | New |
| Cerity Partners LLC | 39,316 | $762.0K | 0.00% | +4,246+12.1% | Added |
| Fedenia Advisers LLC | 39,624 | $767.1K | 0.29% | +39,624 | New |
| EMC Capital Management | 39,971 | $774.0K | 0.34% | +39,971 | New |
| Marex Group plc | 40,411 | $782.4K | 0.01% | +40,411 | New |
| Steel Peak Wealth Management LLC | 40,461 | $783.3K | 0.03% | +61+0.2% | Added |
| Midwest Trust Co | 41,416 | $801.8K | 0.01% | +41,416 | New |
| AlphaCore Capital LLC | 41,512 | $803.7K | 0.02% | +10,871+35.5% | Added |
| Janney Montgomery Scott LLC | 41,755 | $808.0K | 0.00% | +21,273+103.9% | Added |
| Sequoia Financial Advisors, LLC | 42,142 | $815.9K | 0.00% | +31,758+305.8% | Added |
| Polymer Capital Management (US) LLC | 42,215 | $817.3K | 0.11% | +42,215 | New |
| Summit Trail Advisors, LLC | 42,449 | $821.8K | 0.01% | +13,829+48.3% | Added |
| Massmutual Trust Co FSB | 42,717 | $827.0K | 0.02% | +42,367+12,104.9% | Added |
| RSM US Wealth Management LLC | 41,331 | $829.1K | 0.01% | +23,577+132.8% | Added |
| VELA Investment Management, LLC | 43,087 | $834.2K | 0.23% | +43,087 | New |
| Wolverine Asset Management LLC | 43,601 | $844.1K | 0.01% | +43,601 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 43,868 | $849.3K | 0.01% | +43,868 | New |
| AG2R la Mondiale Gestion D'Actifs | 44,318 | $858.0K | 0.04% | +44,318 | New |
| Cinctive Capital Management LP | 44,857 | $868.4K | 0.05% | +44,857 | New |
| CIBC Asset Management Inc | 45,534 | $881.5K | 0.00% | +45,534 | New |
| Amalgamated Bank | 45,857 | $888.0K | 0.01% | +33,262+264.1% | Added |
| Belpointe Asset Management LLC | 46,184 | $894.1K | 0.03% | −3,952−7.9% | Reduced |
| Fortis Capital Advisors, LLC | 46,184 | $894.1K | 0.13% | +13,043+39.4% | Added |
| Saiph Capital, LLC | 46,200 | $894.4K | 0.32% | +46,200 | New |
| Wellington Shields & Co., LLC | 46,600 | $902.2K | 0.22% | 00.0% | Unchanged |