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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 42,449 | $821.8K | 0.01% | +13,829+48.3% | Added |
| Polymer Capital Management (US) LLC | 42,215 | $817.3K | 0.11% | +42,215 | New |
| Sequoia Financial Advisors, LLC | 42,142 | $815.9K | 0.00% | +31,758+305.8% | Added |
| Janney Montgomery Scott LLC | 41,755 | $808.0K | 0.00% | +21,273+103.9% | Added |
| AlphaCore Capital LLC | 41,512 | $803.7K | 0.02% | +10,871+35.5% | Added |
| Midwest Trust Co | 41,416 | $801.8K | 0.01% | +41,416 | New |
| Steel Peak Wealth Management LLC | 40,461 | $783.3K | 0.03% | +61+0.2% | Added |
| Marex Group plc | 40,411 | $782.4K | 0.01% | +40,411 | New |
| EMC Capital Management | 39,971 | $774.0K | 0.34% | +39,971 | New |
| Fedenia Advisers LLC | 39,624 | $767.1K | 0.29% | +39,624 | New |
| Cerity Partners LLC | 39,316 | $762.0K | 0.00% | +4,246+12.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,121 | $757.4K | 0.02% | +39,121 | New |
| Macquarie Group Ltd | 38,928 | $753.6K | 0.00% | −418,440−91.5% | Reduced |
| Rakuten Investment Management, Inc. | 38,894 | $753.4K | 0.00% | +38,894 | New |
| Gulf International Bank (UK) Ltd | 38,641 | $748.0K | 0.02% | +38,641 | New |
| Intercapital, LLC | 38,145 | $738.5K | 0.39% | +38,145 | New |
| Bridgefront Capital, LLC | 37,896 | $733.7K | 0.18% | +37,896 | New |
| SCS Capital Management LLC | 37,247 | $721.1K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 36,847 | $713.0K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 36,126 | $699.4K | 0.01% | +21,573+148.2% | Added |
| Colonial River Wealth Management, LLC | 36,027 | $697.5K | 0.25% | +21,474+147.6% | Added |
| Everence Capital Management Inc | 35,758 | $692.0K | 0.04% | +19,416+118.8% | Added |
| Keebeck Wealth Management, LLC | 35,275 | $682.9K | 0.08% | −4,375−11.0% | Reduced |
| Fairfield, Bush & Co. | 34,926 | $676.2K | 0.36% | +11,570+49.5% | Added |
| 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 |
| Verition Fund Management LLC | 34,806 | $673.8K | 0.00% | −180,085−83.8% | Reduced |
| Sivia Capital Partners, LLC | 34,698 | $671.8K | 0.14% | +34,698 | New |
| Brinker Capital Investments, LLC | 34,635 | $670.5K | 0.00% | +34,635 | New |
| Purpose Unlimited Inc. | 34,325 | $664.2K | 0.03% | +34,325 | New |
| Huntington National Bank | 33,734 | $653.1K | 0.00% | +7,675+29.5% | Added |
| North Dakota State Investment Board | 33,436 | $647.3K | 0.02% | +33,436 | New |
| Federation des caisses Desjardins du Quebec | 33,361 | $645.9K | 0.00% | +25,948+350.0% | Added |
| Mount Lucas Management LP | 33,000 | $638.9K | 0.28% | −1,000−2.9% | Reduced |
| Royal London Asset Management Ltd | 32,965 | $638.2K | 0.00% | +32,965 | New |
| Forum Financial Management, LP | 32,956 | $638.0K | 0.01% | +32,956 | New |
| Encompass More Asset Management | 32,538 | $629.9K | 0.12% | +32,538 | New |
| CIBC World Markets Corp | 31,858 | $616.8K | 0.00% | +31,858 | New |
| US Bancorp | 31,816 | $616.0K | 0.00% | +26,116+458.2% | Added |
| Credit Agricole S A | 31,227 | $604.6K | 0.00% | +31,227 | New |
| Bleakley Financial Group, LLC | 28,751 | $556.6K | 0.01% | +10,070+53.9% | Added |
| State of Wyoming | 28,291 | $547.7K | 0.06% | +18,715+195.4% | Added |
| Captrust Financial Advisors | 28,254 | $547.0K | 0.00% | +13,499+91.5% | Added |
| Rockefeller Capital Management L.P. | 28,181 | $545.6K | 0.00% | +21,727+336.6% | Added |
| National Bank of Canada | 28,169 | $544.8K | 0.00% | +16,653+144.6% | Added |
| Schwab Charitable Fund | 27,951 | $541.1K | 0.01% | +27,951 | New |
| The PNC Financial Services Group, Inc. | 27,841 | $539.0K | 0.00% | +11,410+69.4% | Added |
| Lakeshore Financial Planning, Inc. | 27,527 | $532.9K | 0.19% | +12,527+83.5% | Added |
| Farther Finance Advisors, LLC | 27,456 | $531.5K | 0.01% | +9,349+51.6% | Added |
| Franklin Resources Inc | 27,455 | $531.5K | 0.00% | +27,455 | New |
| Merit Financial Group, LLC | 27,420 | $530.9K | 0.00% | +12,537+84.2% | Added |
| Arete Wealth Advisors, LLC | 27,316 | $528.8K | 0.04% | +27,316 | New |
| CAP Partners, LLC | 27,258 | $527.7K | 0.30% | −346−1.3% | Reduced |
| Sage Advisors, LLC | 27,240 | $527.4K | 0.35% | +27,240 | New |
| Pensionmark Financial Group, LLC | 27,178 | $526.2K | 0.01% | +27,178 | New |
| Fullerton Advisors, LLC | 27,151 | $525.6K | 0.53% | +27,151 | New |
| Beacon Pointe Advisors, LLC | 26,970 | $522.1K | 0.00% | +12,932+92.1% | Added |
| Harvest Fund Management Co., Ltd | 26,917 | $521.0K | 0.02% | +26,917 | New |
| Davenport & Co LLC | 26,902 | $520.8K | 0.00% | +223+0.8% | Added |
| Equitable Trust Co | 26,886 | $520.5K | 0.02% | +9,376+53.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 26,570 | $514.4K | 0.00% | +26,570 | New |
| Bluebird Wealth Management LLC | 26,210 | $507.4K | 0.47% | +26,210 | New |
| Connective Portfolio Management, LLC | 26,000 | $503.4K | 0.91% | −22,000−45.8% | Reduced |
| Aristeia Capital LLC | 25,962 | $502.6K | 0.01% | +25,962 | New |
| XTX Topco Ltd | 25,932 | $502.0K | 0.01% | +25,932 | New |
| Pinnacle Financial Partners, Inc. | 25,764 | $498.8K | 0.00% | +25,764 | New |
| Wedmont Private Capital | 23,303 | $495.9K | 0.02% | +1,399+6.4% | Added |
| Landscape Capital Management, L.L.C. | 25,526 | $494.2K | 0.03% | −3,801−13.0% | Reduced |
| Cresset Asset Management, LLC | 25,490 | $493.5K | 0.00% | +2,337+10.1% | Added |
| Prudential PLC | 25,464 | $493.0K | 0.00% | +25,464 | New |
| Steward Partners Investment Advisory, LLC | 25,418 | $492.1K | 0.00% | −4,411−14.8% | Reduced |
| Miracle Mile Advisors, LLC | 25,323 | $490.3K | 0.01% | +668+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,279 | $489.4K | 0.00% | +25,279 | New |
| Rathbone Brothers plc | 25,146 | $486.8K | 0.00% | +3,696+17.2% | Added |
| Fiduciary Trust Co | 24,881 | $481.7K | 0.01% | +24,881 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 24,770 | $479.5K | 0.03% | +24,770 | New |
| Jasper Ridge Partners, L.P. | 24,563 | $475.5K | 0.01% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 24,543 | $475.2K | 0.02% | +24,543 | New |
| Signaturefd, LLC | 24,216 | $468.8K | 0.01% | +20,215+505.2% | Added |
| PEAK6 LLC | 23,869 | $462.1K | 0.01% | +17,399+268.9% | Added |
| Fort Washington Investment Advisors Inc | 23,770 | $460.2K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 23,749 | $459.8K | 0.10% | +23,749 | New |
| Abel Hall, LLC | 23,380 | $452.6K | 0.11% | +23,380 | New |
| CAPROCK Group, Inc. | 23,338 | $451.8K | 0.01% | +23,338 | New |
| Whalen Wealth Management Inc. | 23,286 | $450.8K | 0.24% | −5,520−19.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 23,000 | $445.3K | 0.02% | +23,000 | New |
| Smartleaf Asset Management LLC | 21,990 | $441.1K | 0.02% | +17,942+443.2% | Added |
| E. Ohman J:or Asset Management AB | 22,764 | $440.7K | 0.01% | +22,764 | New |
| Wall Street Access Asset Management, LLC | 22,740 | $440.2K | 0.10% | +22,740 | New |
| GWM Advisors LLC | 22,669 | $438.9K | 0.00% | −69,087−75.3% | Reduced |
| United Capital Financial Advisers, LLC | 22,660 | $438.7K | 0.00% | +22,660 | New |
| Cambria Investment Management, L.P. | 22,419 | $434.0K | 0.03% | +22,419 | New |
| Morse Asset Management, Inc | 22,400 | $433.7K | 0.09% | +14,788+194.3% | Added |
| Spire Wealth Management | 22,317 | $432.1K | 0.01% | −228,003−91.1% | Reduced |
| HB Wealth Management, LLC | 22,084 | $427.6K | 0.00% | +22,084 | New |
| Keybank National Association | 22,062 | $427.1K | 0.00% | +7,388+50.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 21,412 | $414.5K | 0.05% | +21,412 | New |
| Weiss Asset Management LP | 21,306 | $412.5K | 0.01% | −200,642−90.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,301 | $412.4K | 0.02% | +10,455+96.4% | Added |
| Canton Hathaway, LLC | 21,100 | $408.5K | 0.08% | +5,900+38.8% | Added |