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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 46,890 | $907.8K | 0.22% | +46,890 | New |
| Prudential Financial Inc | 45,670 | $916.1K | 0.00% | +27,986+158.3% | Added |
| Maryland State Retirement & Pension System | 47,640 | $922.3K | 0.02% | +33,550+238.1% | Added |
| Candriam Luxembourg S.C.A. | 47,654 | $922.6K | 0.00% | +47,654 | New |
| CWM, LLC | 48,882 | $946.0K | 0.00% | +39,167+403.2% | Added |
| Utah Retirement Systems | 49,687 | $961.9K | 0.01% | +36,487+276.4% | Added |
| Hunting Hill Global Capital, LLC | 49,897 | $966.0K | 0.96% | +8,095+19.4% | Added |
| HMS Capital Management, LLC | 50,298 | $973.8K | 0.40% | +50,298 | New |
| Resources Investment Advisors, LLC. | 50,424 | $976.2K | 0.01% | +50,424 | New |
| Handelsbanken Fonder AB | 51,301 | $993.0K | 0.00% | +51,301 | New |
| Headlands Technologies LLC | 51,623 | $999.4K | 0.08% | +51,623 | New |
| Abacus Wealth Partners, LLC | 52,613 | $1.02M | 0.10% | +52,613 | New |
| Wiley Bros.-Aintree Capital, LLC | 52,874 | $1.02M | 0.01% | +52,874 | New |
| Omni Event Management Ltd | 53,755 | $1.04M | 0.08% | +53,755 | New |
| Prime Capital Investment Advisors, LLC | 54,040 | $1.05M | 0.01% | +54,040 | New |
| Emerald Mutual Fund Advisers Trust | 54,049 | $1.05M | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 55,102 | $1.07M | 0.01% | +30,621+125.1% | Added |
| Colony Group, LLC | 55,196 | $1.07M | 0.00% | +55,196 | New |
| M&T Bank Corp | 55,426 | $1.07M | 0.00% | +55,426 | New |
| Sterling Capital Management LLC | 55,817 | $1.08M | 0.02% | +40,285+259.4% | Added |
| Kingswood Wealth Advisors, LLC | 56,478 | $1.09M | 0.05% | +2,286+4.2% | Added |
| Swiss Life Asset Management Ltd | 56,953 | $1.10M | 0.01% | +56,953 | New |
| GAMMA Investing LLC | 57,578 | $1.11M | 0.06% | +32,958+133.9% | Added |
| Beirne Wealth Consulting Services, LLC | 57,750 | $1.12M | 0.32% | +57,750 | New |
| Kentucky Retirement Systems | 59,094 | $1.14M | 0.03% | +43,323+274.7% | Added |
| Ostrum Asset Management | 59,362 | $1.15M | 0.06% | +59,362 | New |
| Oppenheimer Asset Management Inc. | 59,712 | $1.16M | 0.01% | +25,497+74.5% | Added |
| HighTower Advisors, LLC | 60,683 | $1.17M | 0.00% | +25,882+74.4% | Added |
| MorganRosel Wealth Management, LLC | 61,076 | $1.18M | 0.30% | +61,076 | New |
| Eurizon Capital SGR S.p.A. | 61,121 | $1.18M | 0.00% | +61,121 | New |
| Wealthcare Advisory Partners LLC | 61,124 | $1.18M | 0.02% | +16,765+37.8% | Added |
| First Eagle Investment Management, LLC | 61,720 | $1.19M | 0.00% | +4,020+7.0% | Added |
| Investment Management Corp of Ontario | 62,208 | $1.20M | 0.02% | +62,208 | New |
| Snowden Capital Advisors LLC | 63,163 | $1.22M | 0.03% | +4,452+7.6% | Added |
| Stratos Wealth Partners, LTD. | 63,982 | $1.24M | 0.01% | +11,054+20.9% | Added |
| Altfest L J & Co Inc | 65,099 | $1.26M | 0.14% | −15,271−19.0% | Reduced |
| CastleKnight Management LP | 65,700 | $1.27M | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 65,758 | $1.27M | 0.00% | +49,710+309.8% | Added |
| Gardner Lewis Asset Management L P | 66,000 | $1.28M | 0.32% | +66,000 | New |
| Empowered Funds, LLC | 66,483 | $1.29M | 0.02% | +46,582+234.1% | Added |
| Evergreen Capital Management LLC | 67,360 | $1.30M | 0.03% | +67,360 | New |
| Allstate Corp | 67,423 | $1.31M | 0.02% | +67,423 | New |
| Mackenzie Financial Corp | 65,255 | $1.31M | 0.00% | +50,072+329.8% | Added |
| Vawter Financial, Ltd. | 67,625 | $1.31M | 0.55% | 00.0% | Unchanged |
| Aperture Investors, LLC | 68,541 | $1.33M | 0.19% | +68,541 | New |
| Blair William & Co | 68,989 | $1.34M | 0.00% | +103+0.1% | Added |
| Aptus Capital Advisors, LLC | 69,072 | $1.34M | 0.01% | +1,216+1.8% | Added |
| Acadian Asset Management LLC | 69,918 | $1.35M | 0.00% | +69,918 | New |
| Moors & Cabot, Inc. | 70,179 | $1.36M | 0.06% | +100+0.1% | Added |
| Brooklands Fund Management Ltd | 75,860 | $1.36M | 0.73% | +75,860 | New |
| Equitable Holdings, Inc. | 70,352 | $1.36M | 0.01% | +28,597+68.5% | Added |
| Dark Forest Capital Management LP | 72,221 | $1.40M | 0.06% | +27,998+63.3% | Added |
| HCR Wealth Advisors | 72,522 | $1.40M | 0.14% | +3,709+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 72,550 | $1.41M | 0.00% | +3,310+4.8% | Added |
| Freestone Capital Holdings, LLC | 74,806 | $1.45M | 0.04% | +230.0% | Added |
| Resolute Capital Asset Partners LLC | 75,000 | $1.45M | 0.70% | −71,449−48.8% | Reduced |
| Elwood Capital Partners LP | 75,000 | $1.45M | 1.24% | +75,000 | New |
| Vident Advisory, LLC | 75,972 | $1.47M | 0.01% | +29,368+63.0% | Added |
| Neuberger Berman Group LLC | 76,404 | $1.48M | 0.00% | +76,404 | New |
| Northwest & Ethical Investments L.P. | 74,145 | $1.49M | 0.03% | −15,455−17.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,194 | $1.50M | 0.00% | +77,194 | New |
| Slotnik Capital, LLC | 77,762 | $1.51M | 0.41% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 78,192 | $1.51M | 0.35% | +78,192 | New |
| ASR Vermogensbeheer N.V. | 79,196 | $1.53M | 0.02% | +79,196 | New |
| STRS Ohio | 79,552 | $1.54M | 0.01% | +73,545+1,224.3% | Added |
| Global Retirement Partners, LLC | 79,659 | $1.54M | 0.03% | +5,565+7.5% | Added |
| Wealth Management Associates, Inc. | 79,695 | $1.54M | 0.54% | −4,297−5.1% | Reduced |
| Aspen Grove Capital, LLC | 80,047 | $1.55M | 0.27% | +47+0.1% | Added |
| Clearstead Advisors, LLC | 80,080 | $1.55M | 0.02% | −40.0% | Reduced |
| Advisors Asset Management, Inc. | 81,565 | $1.58M | 0.03% | +30,194+58.8% | Added |
| Perigon Wealth Management, LLC | 81,663 | $1.58M | 0.03% | +4,716+6.1% | Added |
| Quadrature Capital Ltd | 81,688 | $1.58M | 0.02% | +81,688 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,816 | $1.58M | 0.00% | +81,816 | New |
| Castle Hook Partners LP | 82,080 | $1.59M | 0.02% | +82,080 | New |
| Janus Henderson Group PLC | 82,300 | $1.59M | 0.00% | +82,300 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 82,832 | $1.60M | 0.00% | +82,832 | New |
| Okabena Investment Services Inc | 83,914 | $1.62M | 0.31% | +83,914 | New |
| Vise Technologies, Inc. | 84,138 | $1.63M | 0.03% | +61,324+268.8% | Added |
| Daiwa Securities Group Inc. | 84,329 | $1.63M | 0.01% | +72,264+599.0% | Added |
| Lester Murray Antman dba SimplyRich | 84,447 | $1.63M | 0.43% | +84,447 | New |
| CIBC Private Wealth Group, LLC | 85,403 | $1.65M | 0.00% | +28,392+49.8% | Added |
| Spears Abacus Advisors LLC | 88,641 | $1.72M | 0.03% | +88,641 | New |
| Hennessy Advisors Inc | 90,000 | $1.74M | 0.06% | −30,000−25.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 90,471 | $1.75M | 0.01% | +90,471 | New |
| Northwestern Mutual Wealth Management Co | 90,683 | $1.76M | 0.00% | +75,948+515.4% | Added |
| Bank of Hawaii | 92,777 | $1.80M | 0.09% | +46,672+101.2% | Added |
| Gould Capital, LLC | 95,166 | $1.84M | 1.14% | +733+0.8% | Added |
| Wellington Shields Capital Management, LLC | 95,492 | $1.85M | 0.27% | −7,593−7.4% | Reduced |
| Harbor Capital Advisors, Inc. | 96,297 | $1.86M | 0.14% | +18,540+23.8% | Added |
| National Asset Management, Inc. | 96,963 | $1.88M | 0.09% | +83,965+646.0% | Added |
| HighVista Strategies LLC | 97,430 | $1.89M | 0.49% | +97,430 | New |
| Nordea Investment Management AB | 98,264 | $1.92M | 0.00% | +98,264 | New |
| Xponance, Inc. | 99,373 | $1.92M | 0.01% | +87,265+720.7% | Added |
| Baird Financial Group, Inc. | 99,454 | $1.93M | 0.00% | +955+1.0% | Added |
| Baker Chad R | 96,010 | $1.93M | 0.35% | +96,010 | New |
| Sona Asset Management (US) LLC | 100,000 | $1.94M | 0.06% | +100,000 | New |
| Korea Investment CORP | 101,541 | $1.97M | 0.00% | +101,541 | New |
| OP Asset Management Ltd | 101,883 | $1.97M | 0.02% | +101,883 | New |
| Pinnbrook Capital Management LP | 102,071 | $1.98M | 0.51% | −192,010−65.3% | Reduced |
| Atom Investors LP | 103,955 | $2.01M | 0.16% | +37,051+55.4% | Added |