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 |
|---|---|---|---|---|---|
| Comerica Bank | 20,736 | $401.4K | 0.00% | +19,068+1,143.2% | Added |
| Sciencast Management LP | 20,605 | $398.9K | 0.06% | +20,605 | New |
| Vestcor Inc | 20,500 | $397.0K | 0.01% | +20,500 | New |
| Levin Capital Strategies, L.P. | 20,407 | $395.1K | 0.03% | +5,424+36.2% | Added |
| Dakota Wealth Management | 20,351 | $394.0K | 0.01% | +20,351 | New |
| Lecap Asset Management Ltd | 20,269 | $392.4K | 0.16% | +20,269 | New |
| RFG Advisory, LLC | 20,193 | $390.9K | 0.01% | −37−0.2% | Reduced |
| Fieldview Capital Management, LLC | 20,186 | $390.8K | 0.07% | +20,186 | New |
| Ossiam | 20,155 | $390.2K | 0.01% | +17,896+792.2% | Added |
| Callan Family Office, LLC | 20,111 | $389.3K | 0.01% | +20,111 | New |
| Valeo Financial Advisors, LLC | 20,083 | $388.8K | 0.01% | +3,690+22.5% | Added |
| Trueblood Wealth Management, LLC | 20,042 | $388.0K | 0.15% | +20,042 | New |
| Belvedere Trading LLC | 20,002 | $387.2K | 0.07% | +16,178+423.1% | Added |
| Prelude Capital Management, LLC | 20,000 | $387.2K | 0.03% | −299−1.5% | Reduced |
| Everhart Financial Group, Inc. | 19,875 | $384.8K | 0.04% | +19,875 | New |
| Institute for Wealth Management, LLC. | 19,796 | $383.3K | 0.04% | +1,902+10.6% | Added |
| Atria Investments LLC | 19,793 | $383.2K | 0.00% | +19,793 | New |
| Quest Partners LLC | 19,234 | $372.4K | 0.02% | −1,639−7.9% | Reduced |
| Panagora Asset Management Inc | 19,118 | $370.1K | 0.00% | +19,118 | New |
| UniSuper Management Pty Ltd | 19,000 | $367.8K | 0.00% | +19,000 | New |
| Ritholtz Wealth Management | 18,726 | $362.5K | 0.01% | +18,726 | New |
| QRG Capital Management, Inc. | 18,498 | $358.1K | 0.00% | +18,498 | New |
| EverSource Wealth Advisors, LLC | 18,478 | $357.7K | 0.01% | +16,317+755.1% | Added |
| First Trust Advisors LP | 18,340 | $355.1K | 0.00% | +319+1.8% | Added |
| Guardian Wealth Advisors, LLC | 18,338 | $355.0K | 0.02% | +18,338 | New |
| BancorpSouth Bank | 18,289 | $354.1K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 18,275 | $353.8K | 0.00% | +18,275 | New |
| Penserra Capital Management LLC | 18,237 | $353.0K | 0.00% | +507+2.9% | Added |
| Los Angeles Capital Management LLC | 22,033 | $351.2K | 0.00% | +22,033 | New |
| Coldstream Capital Management Inc | 17,744 | $343.5K | 0.00% | +17,744 | New |
| Promethium Advisors,llc | 17,500 | $338.8K | 0.18% | +17,500 | New |
| Van Eck Associates Corp | 17,324 | $335.0K | 0.00% | −32,171−65.0% | Reduced |
| SRS Capital Advisors, Inc. | 17,294 | $334.8K | 0.01% | +14,839+604.4% | Added |
| Sender Co & Partners, Inc. | 17,245 | $333.9K | 0.19% | +17,245 | New |
| Chase Investment Counsel Corp | 17,061 | $330.0K | 0.09% | +17,061 | New |
| Bridgewater Associates, LP | 16,956 | $328.3K | 0.00% | +16,956 | New |
| Woodline Partners LP | 16,919 | $327.6K | 0.00% | +16,919 | New |
| Atomi Financial Group, Inc. | 16,892 | $327.0K | 0.01% | +16,892 | New |
| DiNuzzo Private Wealth, Inc. | 16,821 | $325.7K | 0.04% | +16,821 | New |
| Northern Lights Advisors, Inc. | 16,592 | $321.2K | 0.22% | +16,592 | New |
| Corecam Pte. Ltd. | 16,536 | $320.1K | 0.17% | −16,532−50.0% | Reduced |
| Wittenberg Investment Management, Inc. | 16,500 | $319.4K | 0.12% | +16,500 | New |
| Intrinsic Value Partners, LLC | 16,264 | $314.9K | 0.24% | −1,716−9.5% | Reduced |
| Laird Norton Trust Company, LLC | 15,764 | $305.2K | 0.01% | +15,764 | New |
| Jacobi Capital Management LLC | 15,680 | $303.6K | 0.02% | +15,680 | New |
| Blueshift Asset Management, LLC | 15,529 | $300.6K | 0.09% | +15,529 | New |
| MetLife Investment Management | 15,411 | $298.4K | 0.00% | +11,222+267.9% | Added |
| Pointe Capital Management LLC | 15,330 | $296.8K | 0.15% | +300+2.0% | Added |
| FLP Wealth Management, LLC | 15,226 | $294.8K | 0.70% | −700−4.4% | Reduced |
| Intech Investment Management LLC | 15,216 | $294.6K | 0.00% | +15,216 | New |
| Aaron Wealth Advisors | 15,056 | $291.5K | 0.02% | +15,056 | New |
| Harbour Investments, Inc. | 15,028 | $290.9K | 0.01% | +9,918+194.1% | Added |
| Ballentine Partners, LLC | 14,699 | $284.6K | 0.00% | +4,312+41.5% | Added |
| Concurrent Investment Advisors, LLC | 14,682 | $284.2K | 0.00% | +2,312+18.7% | Added |
| SBI Securities Co., Ltd. | 14,555 | $281.8K | 0.01% | −5,774−28.4% | Reduced |
| Abc Arbitrage SA | 14,530 | $281.3K | 0.03% | +14,530 | New |
| Scotia Capital Inc. | 14,044 | $271.9K | 0.00% | +14,044 | New |
| Apollon Wealth Management, LLC | 14,005 | $271.1K | 0.00% | +14,005 | New |
| Anchor Capital Advisors LLC | 13,975 | $270.6K | 0.01% | +13,975 | New |
| Magnus Financial Group LLC | 13,913 | $269.4K | 0.02% | −3,677−20.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 13,755 | $266.3K | 0.04% | +13,755 | New |
| Vontobel Holding Ltd. | 13,747 | $266.1K | 0.00% | +13,747 | New |
| Great Lakes Advisors, LLC | 13,708 | $265.4K | 0.00% | +13,708 | New |
| Vestor Capital, LLC | 850 | $265.0K | 0.02% | +850 | New |
| Yousif Capital Management, LLC | 11,974 | $264.0K | 0.00% | +11,974 | New |
| Alamea Verwaltungs GmbH | 14,700 | $263.6K | 0.18% | +462+3.2% | Added |
| Fidelis Capital Partners, LLC | 13,537 | $262.1K | 0.02% | +13,537 | New |
| Arkadios Wealth Advisors | 13,471 | $260.8K | 0.01% | +13,471 | New |
| Transcend Wealth Collective, LLC | 13,384 | $259.1K | 0.02% | +13,384 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,328 | $258.0K | 0.00% | +1,592+13.6% | Added |
| Siemens Fonds Invest GmbH | 12,812 | $257.0K | 0.01% | +12,812 | New |
| Modern Wealth Management, LLC | 13,268 | $256.9K | 0.00% | +13,268 | New |
| Insigneo Advisory Services, LLC | 13,262 | $256.8K | 0.02% | +13,262 | New |
| NewEdge Wealth, LLC | 13,204 | $255.6K | 0.00% | +707+5.7% | Added |
| Schroder Investment Management Group | 12,656 | $253.9K | 0.00% | +12,656 | New |
| Ethic Inc. | 12,895 | $249.6K | 0.00% | +12,895 | New |
| McAdam, LLC | 12,885 | $249.5K | 0.01% | +12,885 | New |
| Cim Investment Mangement Inc | 12,828 | $248.3K | 0.07% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 12,800 | $247.8K | 0.19% | +12,800 | New |
| Massar Capital Management, LP | 12,740 | $246.6K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 12,656 | $245.0K | 0.02% | +12,656 | New |
| OpenArc Corporate Advisory, LLC | 12,511 | $242.2K | 0.00% | +12,511 | New |
| Voleon Capital Management LP | 12,500 | $242.0K | 0.01% | +12,500 | New |
| Corps Capital Advisors, LLC | 12,500 | $242.0K | 0.25% | +12,500 | New |
| National Philanthropic Trust | 12,448 | $241.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,433 | $240.7K | 0.00% | +1,993+19.1% | Added |
| Inscription Capital, LLC | 12,278 | $237.7K | 0.02% | +12,278 | New |
| Financial Engines Advisors L.L.C. | 12,263 | $237.4K | 0.00% | −7−0.1% | Reduced |
| Greenland Capital Management LP | 12,000 | $232.3K | 0.03% | −8,000−40.0% | Reduced |
| Nomura Holdings Inc | 11,943 | $231.2K | 0.00% | −100,430−89.4% | Reduced |
| Deeter Investments LLP | 11,900 | $230.4K | 0.05% | +11,900 | New |
| Hook Mill Capital Partners, LP | 11,860 | $229.6K | 0.02% | +11,860 | New |
| Town Capital LLC | 11,550 | $223.6K | 0.18% | +11,550 | New |
| Panoramic Investment Advisors, LLC | 11,250 | $217.8K | 0.12% | +250+2.3% | Added |
| Bridges Investment Management Inc | 11,045 | $213.8K | 0.00% | +869+8.5% | Added |
| Integrated Wealth Concepts LLC | 11,020 | $213.3K | 0.00% | −22,365−67.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,851 | $210.1K | 0.00% | +10,851 | New |
| Oppenheimer & Co Inc | 10,811 | $209.3K | 0.00% | −52,854−83.0% | Reduced |
| Garner Asset Management Corp | 10,769 | $208.5K | 0.08% | +10.0% | Added |
| Clear Harbor Asset Management, LLC | 10,630 | $205.8K | 0.01% | +10,630 | New |