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 2 sales; 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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 282,840 | $5.48M | 0.50% | +19,840+7.5% | Added |
| Shay Capital LLC | 285,049 | $5.52M | 0.89% | +246,504+639.5% | Added |
| WCG Wealth Advisors LLC | 287,921 | $5.57M | 0.16% | +287,921 | New |
| Allianz Asset Management GmbH | 290,419 | $5.62M | 0.01% | +49,119+20.4% | Added |
| Peregrine Asset Advisers, Inc. | 297,213 | $5.75M | 1.62% | −3,530−1.2% | Reduced |
| Axon Capital LP | 298,000 | $5.77M | 6.94% | +298,000 | New |
| Exor Capital LLP | 299,900 | $5.81M | 0.10% | +299,900 | New |
| Murchinson Ltd. | 300,015 | $5.81M | 3.12% | +300,015 | New |
| South Dakota Investment Council | 304,256 | $5.89M | 0.11% | +304,256 | New |
| Pictet Asset Management Holding SA | 309,966 | $6.00M | 0.01% | +309,966 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 310,547 | $6.01M | 0.03% | +310,547 | New |
| Burney Co | 313,213 | $6.06M | 0.19% | +313,213 | New |
| Nomura Asset Management International Inc. | 316,713 | $6.13M | 0.01% | +316,713 | New |
| KLP Kapitalforvaltning AS | 319,700 | $6.19M | 0.02% | +319,700 | New |
| Stifel Financial Corp | 321,566 | $6.23M | 0.01% | +194,416+152.9% | Added |
| State of New Jersey Common Pension Fund D | 322,442 | $6.24M | 0.02% | +322,442 | New |
| Mercer Global Advisors Inc | 338,339 | $6.55M | 0.01% | +117,267+53.0% | Added |
| Asset Management One Co.,Ltd. | 343,410 | $6.65M | 0.02% | +343,410 | New |
| J. Safra Sarasin Holding AG | 345,465 | $6.69M | 0.11% | +305,555+765.6% | Added |
| TD Asset Management Inc | 346,637 | $6.71M | 0.01% | +168,139+94.2% | Added |
| Cetera Investment Advisers | 354,337 | $6.86M | 0.01% | +84,220+31.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 363,566 | $7.04M | 0.02% | +363,566 | New |
| Commonwealth Equity Services, LLC | 364,201 | $7.05M | 0.01% | +177,893+95.5% | Added |
| Great West Life Assurance Co | 378,493 | $7.33M | 0.01% | +356,507+1,621.5% | Added |
| D. E. Shaw & Co., Inc. | 388,930 | $7.53M | 0.01% | +26,882+7.4% | Added |
| Treasurer of the State of North Carolina | 394,471 | $7.64M | 0.02% | +281,528+249.3% | Added |
| New York State Common Retirement Fund | 399,268 | $7.73M | 0.01% | +279,252+232.7% | Added |
| Oribel Capital Management, LP | 406,800 | $7.88M | 0.77% | +406,800 | New |
| Prana Capital Management, LP | 413,673 | $8.01M | 0.29% | +128,774+45.2% | Added |
| Aragon Global Management, LP | 422,400 | $8.18M | 2.48% | 00.0% | Unchanged |
| Principal Financial Group Inc | 425,439 | $8.24M | 0.00% | −133,147−23.8% | Reduced |
| Jain Global LLC | 428,244 | $8.29M | 0.08% | +362,504+551.4% | Added |
| Longaeva Partners L.P. | 436,794 | $8.46M | 1.01% | +436,794 | New |
| Clearline Capital LP | 441,955 | $8.56M | 0.64% | +360,000+439.3% | Added |
| Sone Capital Management, LLC | 443,696 | $8.59M | 0.70% | +443,696 | New |
| Moore Capital Management, LP | 461,591 | $8.94M | 0.18% | +461,591 | New |
| Castleark Management LLC | 481,560 | $9.32M | 0.27% | +98,060+25.6% | Added |
| Andra AP-fonden | 492,725 | $9.54M | 0.12% | +492,725 | New |
| Aviva PLC | 494,344 | $9.57M | 0.02% | +494,344 | New |
| LMR Partners LLP | 496,964 | $9.62M | 0.09% | +496,958+8,282,633.3% | Added |
| Creative Planning | 510,172 | $9.88M | 0.01% | +468,065+1,111.6% | Added |
| Hudson Bay Capital Management LP | 512,669 | $9.93M | 0.06% | −195,710−27.6% | Reduced |
| Quantinno Capital Management LP | 513,067 | $9.93M | 0.02% | +207,042+67.7% | Added |
| Public Employees Retirement System of Ohio | 521,556 | $10.1M | 0.03% | +272,366+109.3% | Added |
| Hantz Financial Services, Inc. | 522,423 | $10.1M | 0.15% | +522,249+300,143.1% | Added |
| State of Wisconsin Investment Board | 535,247 | $10.4M | 0.02% | +469,315+711.8% | Added |
| Governors Lane LP | 535,597 | $10.4M | 0.96% | +85,581+19.0% | Added |
| Summit Financial, LLC | 562,061 | $10.9M | 0.16% | +562,061 | New |
| Alpine Associates Management Inc. | 574,254 | $11.1M | 0.75% | +574,254 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 575,654 | $11.1M | 0.02% | +575,654 | New |
| GFG Capital, LLC | 581,894 | $11.3M | 4.01% | +810.0% | Added |
| Schonfeld Strategic Advisors LLC | 616,409 | $11.9M | 0.06% | +228,807+59.0% | Added |
| Nishkama Capital, LLC | 629,393 | $12.2M | 1.65% | −330,297−34.4% | Reduced |
| Tiptree Advisors, LLC | 649,700 | $12.6M | 7.25% | +649,700 | New |
| Caledonia (Private) Investments Pty Ltd | 659,131 | $12.8M | 0.24% | +659,131 | New |
| DSC Meridian Capital LP | 659,400 | $12.8M | 5.28% | +659,400 | New |
| Group One Trading, L.P. | 674,327 | $13.1M | 0.39% | +674,327 | New |
| Private Advisory Group LLC | 695,612 | $13.5M | 1.06% | +155,670+28.8% | Added |
| Alight Capital Management LP | 700,000 | $13.6M | 3.63% | 00.0% | Unchanged |
| Barclays PLC | 701,506 | $13.6M | 0.01% | +600,944+597.6% | Added |
| D.A. Davidson & Co. | 726,942 | $14.1M | 0.09% | +265,849+57.7% | Added |
| Bank of Nova Scotia | 731,493 | $14.2M | 0.02% | +710,177+3,331.7% | Added |
| Kettle Hill Capital Management, LLC | 745,132 | $14.4M | 3.22% | −528,359−41.5% | Reduced |
| Winton Group Ltd | 745,692 | $14.4M | 0.50% | +720,914+2,909.5% | Added |
| Triavera Capital LLC | 746,950 | $14.5M | 6.91% | +746,950 | New |
| Alliancebernstein L.P. | 751,725 | $14.6M | 0.00% | +697,272+1,280.5% | Added |
| Philip James Wealth Mangement, LLC | 755,558 | $14.6M | 1.69% | +3,435+0.5% | Added |
| State Board of Administration of Florida Retirement System | 765,048 | $14.8M | 0.03% | +602,200+369.8% | Added |
| Wealthfront Advisers LLC | 781,227 | $15.1M | 0.03% | +185,993+31.2% | Added |
| Polar Capital Holdings Plc | 786,838 | $15.2M | 0.07% | +422,938+116.2% | Added |
| Wealthspire Advisors, LLC | 795,397 | $15.4M | 0.12% | −82,600−9.4% | Reduced |
| Mediolanum International Funds Ltd | 775,910 | $15.6M | 0.16% | +775,910 | New |
| Delta Global Management LP | 808,084 | $15.6M | 1.14% | −399,081−33.1% | Reduced |
| American Century Companies Inc | 813,690 | $15.8M | 0.01% | +813,690 | New |
| SEI Investments Co | 814,206 | $15.8M | 0.02% | +439,288+117.2% | Added |
| Victory Capital Management Inc | 874,450 | $16.9M | 0.01% | +777,002+797.4% | Added |
| Citadel Advisors LLC | 894,908 | $17.3M | 0.01% | +863,327+2,733.7% | Added |
| Boothbay Fund Management, LLC | 900,598 | $17.4M | 0.46% | +862,409+2,258.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 879,621 | $17.5M | 0.01% | +860,804+4,574.6% | Added |
| Sierra Summit Advisors LLC | 915,575 | $17.7M | 2.72% | +15,046+1.7% | Added |
| Thames Capital Management LLC | 938,659 | $18.2M | 2.64% | −167,344−15.1% | Reduced |
| Junto Capital Management LP | 962,471 | $18.6M | 0.42% | +962,471 | New |
| Alta Park Capital, LP | 971,564 | $18.8M | 2.26% | +971,564 | New |
| Rhumbline Advisers | 980,281 | $19.0M | 0.02% | +767,979+361.7% | Added |
| Reynders McVeigh Capital Management, LLC | 995,283 | $19.3M | 0.90% | +126,907+14.6% | Added |
| Toronto Dominion Bank | 1,021,878 | $19.8M | 0.03% | −95,190−8.5% | Reduced |
| Philosophy Capital Management LLC | 1,078,832 | $20.9M | 2.45% | +448,528+71.2% | Added |
| Hillman Co | 1,085,554 | $21.0M | 7.29% | −173,625−13.8% | Reduced |
| Tudor Investment Corp Et Al | 1,086,627 | $21.0M | 0.12% | +1,046,449+2,604.5% | Added |
| California State Teachers Retirement System | 1,096,396 | $21.2M | 0.02% | +1,079,998+6,586.2% | Added |
| Russell Investments Group, Ltd. | 1,078,034 | $21.2M | 0.02% | +817,575+313.9% | Added |
| Avala Global LP | 1,127,013 | $21.8M | 1.04% | +1,127,013 | New |
| Scopus Asset Management, L.P. | 1,172,500 | $22.7M | 0.63% | −81,750−6.5% | Reduced |
| Invesco Ltd. | 1,184,072 | $22.9M | 0.00% | +793,160+202.9% | Added |
| Voya Investment Management LLC | 1,194,646 | $23.1M | 0.02% | +727,327+155.6% | Added |
| Royal Bank of Canada | 1,196,574 | $23.2M | 0.00% | +344,530+40.4% | Added |
| GEM Realty Capital | 1,219,127 | $23.6M | 2.12% | +1,219,127 | New |
| Clifford Capital Partners LLC | 1,256,858 | $24.3M | 4.13% | +444,999+54.8% | Added |
| HSBC Holdings PLC | 1,254,973 | $24.4M | 0.01% | +1,212,812+2,876.6% | Added |
| One Fin Capital Management LP | 1,330,000 | $25.7M | 8.99% | +1,330,000 | New |