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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 95,166 | $1.84M | 1.14% | +733+0.8% | Added |
| Bank of Hawaii | 92,777 | $1.80M | 0.09% | +46,672+101.2% | Added |
| Northwestern Mutual Wealth Management Co | 90,683 | $1.76M | 0.00% | +75,948+515.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 90,471 | $1.75M | 0.01% | +90,471 | New |
| Hennessy Advisors Inc | 90,000 | $1.74M | 0.06% | −30,000−25.0% | Reduced |
| Spears Abacus Advisors LLC | 88,641 | $1.72M | 0.03% | +88,641 | New |
| CIBC Private Wealth Group, LLC | 85,403 | $1.65M | 0.00% | +28,392+49.8% | Added |
| Lester Murray Antman dba SimplyRich | 84,447 | $1.63M | 0.43% | +84,447 | New |
| Daiwa Securities Group Inc. | 84,329 | $1.63M | 0.01% | +72,264+599.0% | Added |
| Vise Technologies, Inc. | 84,138 | $1.63M | 0.03% | +61,324+268.8% | Added |
| Okabena Investment Services Inc | 83,914 | $1.62M | 0.31% | +83,914 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 82,832 | $1.60M | 0.00% | +82,832 | New |
| Janus Henderson Group PLC | 82,300 | $1.59M | 0.00% | +82,300 | New |
| Castle Hook Partners LP | 82,080 | $1.59M | 0.02% | +82,080 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,816 | $1.58M | 0.00% | +81,816 | New |
| Quadrature Capital Ltd | 81,688 | $1.58M | 0.02% | +81,688 | New |
| Perigon Wealth Management, LLC | 81,663 | $1.58M | 0.03% | +4,716+6.1% | Added |
| Advisors Asset Management, Inc. | 81,565 | $1.58M | 0.03% | +30,194+58.8% | Added |
| Clearstead Advisors, LLC | 80,080 | $1.55M | 0.02% | −40.0% | Reduced |
| Aspen Grove Capital, LLC | 80,047 | $1.55M | 0.27% | +47+0.1% | Added |
| Wealth Management Associates, Inc. | 79,695 | $1.54M | 0.54% | −4,297−5.1% | Reduced |
| Global Retirement Partners, LLC | 79,659 | $1.54M | 0.03% | +5,565+7.5% | Added |
| STRS Ohio | 79,552 | $1.54M | 0.01% | +73,545+1,224.3% | Added |
| ASR Vermogensbeheer N.V. | 79,196 | $1.53M | 0.02% | +79,196 | New |
| Aigen Investment Management, LP | 78,192 | $1.51M | 0.35% | +78,192 | New |
| Slotnik Capital, LLC | 77,762 | $1.51M | 0.41% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,194 | $1.50M | 0.00% | +77,194 | New |
| Northwest & Ethical Investments L.P. | 74,145 | $1.49M | 0.03% | −15,455−17.2% | Reduced |
| Neuberger Berman Group LLC | 76,404 | $1.48M | 0.00% | +76,404 | New |
| Vident Advisory, LLC | 75,972 | $1.47M | 0.01% | +29,368+63.0% | 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 |
| Freestone Capital Holdings, LLC | 74,806 | $1.45M | 0.04% | +230.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 72,550 | $1.41M | 0.00% | +3,310+4.8% | Added |
| HCR Wealth Advisors | 72,522 | $1.40M | 0.14% | +3,709+5.4% | Added |
| Dark Forest Capital Management LP | 72,221 | $1.40M | 0.06% | +27,998+63.3% | Added |
| Equitable Holdings, Inc. | 70,352 | $1.36M | 0.01% | +28,597+68.5% | Added |
| Brooklands Fund Management Ltd | 75,860 | $1.36M | 0.73% | +75,860 | New |
| Moors & Cabot, Inc. | 70,179 | $1.36M | 0.06% | +100+0.1% | Added |
| Acadian Asset Management LLC | 69,918 | $1.35M | 0.00% | +69,918 | New |
| Aptus Capital Advisors, LLC | 69,072 | $1.34M | 0.01% | +1,216+1.8% | Added |
| Blair William & Co | 68,989 | $1.34M | 0.00% | +103+0.1% | Added |
| Aperture Investors, LLC | 68,541 | $1.33M | 0.19% | +68,541 | New |
| Vawter Financial, Ltd. | 67,625 | $1.31M | 0.55% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 65,255 | $1.31M | 0.00% | +50,072+329.8% | Added |
| Allstate Corp | 67,423 | $1.31M | 0.02% | +67,423 | New |
| Evergreen Capital Management LLC | 67,360 | $1.30M | 0.03% | +67,360 | New |
| Empowered Funds, LLC | 66,483 | $1.29M | 0.02% | +46,582+234.1% | Added |
| Gardner Lewis Asset Management L P | 66,000 | $1.28M | 0.32% | +66,000 | New |
| Pathstone Holdings, LLC | 65,758 | $1.27M | 0.00% | +49,710+309.8% | Added |
| CastleKnight Management LP | 65,700 | $1.27M | 0.07% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 65,099 | $1.26M | 0.14% | −15,271−19.0% | Reduced |
| Stratos Wealth Partners, LTD. | 63,982 | $1.24M | 0.01% | +11,054+20.9% | Added |
| Snowden Capital Advisors LLC | 63,163 | $1.22M | 0.03% | +4,452+7.6% | Added |
| Investment Management Corp of Ontario | 62,208 | $1.20M | 0.02% | +62,208 | New |
| First Eagle Investment Management, LLC | 61,720 | $1.19M | 0.00% | +4,020+7.0% | Added |
| Wealthcare Advisory Partners LLC | 61,124 | $1.18M | 0.02% | +16,765+37.8% | Added |
| Eurizon Capital SGR S.p.A. | 61,121 | $1.18M | 0.00% | +61,121 | New |
| MorganRosel Wealth Management, LLC | 61,076 | $1.18M | 0.30% | +61,076 | New |
| HighTower Advisors, LLC | 60,683 | $1.17M | 0.00% | +25,882+74.4% | Added |
| Oppenheimer Asset Management Inc. | 59,712 | $1.16M | 0.01% | +25,497+74.5% | Added |
| Ostrum Asset Management | 59,362 | $1.15M | 0.06% | +59,362 | New |
| Kentucky Retirement Systems | 59,094 | $1.14M | 0.03% | +43,323+274.7% | Added |
| Beirne Wealth Consulting Services, LLC | 57,750 | $1.12M | 0.32% | +57,750 | New |
| GAMMA Investing LLC | 57,578 | $1.11M | 0.06% | +32,958+133.9% | Added |
| Swiss Life Asset Management Ltd | 56,953 | $1.10M | 0.01% | +56,953 | New |
| Kingswood Wealth Advisors, LLC | 56,478 | $1.09M | 0.05% | +2,286+4.2% | Added |
| Sterling Capital Management LLC | 55,817 | $1.08M | 0.02% | +40,285+259.4% | Added |
| M&T Bank Corp | 55,426 | $1.07M | 0.00% | +55,426 | New |
| Colony Group, LLC | 55,196 | $1.07M | 0.00% | +55,196 | New |
| Sanctuary Advisors, LLC | 55,102 | $1.07M | 0.01% | +30,621+125.1% | Added |
| Emerald Mutual Fund Advisers Trust | 54,049 | $1.05M | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 54,040 | $1.05M | 0.01% | +54,040 | New |
| Omni Event Management Ltd | 53,755 | $1.04M | 0.08% | +53,755 | New |
| Wiley Bros.-Aintree Capital, LLC | 52,874 | $1.02M | 0.01% | +52,874 | New |
| Abacus Wealth Partners, LLC | 52,613 | $1.02M | 0.10% | +52,613 | New |
| Headlands Technologies LLC | 51,623 | $999.4K | 0.08% | +51,623 | New |
| Handelsbanken Fonder AB | 51,301 | $993.0K | 0.00% | +51,301 | New |
| Resources Investment Advisors, LLC. | 50,424 | $976.2K | 0.01% | +50,424 | New |
| HMS Capital Management, LLC | 50,298 | $973.8K | 0.40% | +50,298 | New |
| Hunting Hill Global Capital, LLC | 49,897 | $966.0K | 0.96% | +8,095+19.4% | Added |
| Utah Retirement Systems | 49,687 | $961.9K | 0.01% | +36,487+276.4% | Added |
| CWM, LLC | 48,882 | $946.0K | 0.00% | +39,167+403.2% | Added |
| Candriam Luxembourg S.C.A. | 47,654 | $922.6K | 0.00% | +47,654 | New |
| Maryland State Retirement & Pension System | 47,640 | $922.3K | 0.02% | +33,550+238.1% | Added |
| Prudential Financial Inc | 45,670 | $916.1K | 0.00% | +27,986+158.3% | Added |
| MBM Wealth Consultants, LLC | 46,890 | $907.8K | 0.22% | +46,890 | New |
| Wellington Shields & Co., LLC | 46,600 | $902.2K | 0.22% | 00.0% | Unchanged |
| Saiph Capital, LLC | 46,200 | $894.4K | 0.32% | +46,200 | New |
| 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 |
| Amalgamated Bank | 45,857 | $888.0K | 0.01% | +33,262+264.1% | Added |
| CIBC Asset Management Inc | 45,534 | $881.5K | 0.00% | +45,534 | New |
| Cinctive Capital Management LP | 44,857 | $868.4K | 0.05% | +44,857 | New |
| AG2R la Mondiale Gestion D'Actifs | 44,318 | $858.0K | 0.04% | +44,318 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 43,868 | $849.3K | 0.01% | +43,868 | New |
| Wolverine Asset Management LLC | 43,601 | $844.1K | 0.01% | +43,601 | New |
| VELA Investment Management, LLC | 43,087 | $834.2K | 0.23% | +43,087 | New |
| RSM US Wealth Management LLC | 41,331 | $829.1K | 0.01% | +23,577+132.8% | Added |
| Massmutual Trust Co FSB | 42,717 | $827.0K | 0.02% | +42,367+12,104.9% | Added |