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 |
|---|---|---|---|---|---|
| Red Door Wealth Management, LLC | 10,440 | $202.1K | 0.02% | +411+4.1% | Added |
| Farringdon Capital, Ltd. | 10,382 | $201.0K | 0.05% | +10,382 | New |
| Hilltop Holdings Inc. | 10,361 | $200.6K | 0.01% | +10,361 | New |
| 44 Wealth Management LLC | 10,300 | $199.4K | 0.07% | +10,300 | New |
| Johnson Investment Counsel Inc | 10,291 | $199.2K | 0.00% | +10,291 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,210 | $197.7K | 0.02% | +10,210 | New |
| Knollwood Investment Advisory, LLC | 10,208 | $197.6K | 0.02% | +10,208 | New |
| Journey Strategic Wealth LLC | 10,022 | $194.0K | 0.01% | +10,022 | New |
| Excelsior Advisor Network LLC | 10,000 | $193.6K | 0.09% | +10,000 | New |
| Archer Investment Corp | 9,939 | $192.4K | 0.04% | +9,839+9,839.0% | Added |
| Private Trust Co NA | 9,772 | $189.2K | 0.02% | +9,772 | New |
| DekaBank Deutsche Girozentrale | 12,828 | $175.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 8,644 | $167.3K | 0.03% | −1,000−10.4% | Reduced |
| IFP Advisors, Inc | 8,639 | $167.3K | 0.00% | +739+9.4% | Added |
| Versant Capital Management, Inc | 8,618 | $166.8K | 0.02% | +2,947+52.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,247 | $159.7K | 0.00% | +6,544+384.3% | Added |
| FNY Investment Advisers, LLC | 8,255 | $159.0K | 0.05% | +8,255 | New |
| Allworth Financial LP | 8,023 | $155.3K | 0.00% | +4,780+147.4% | Added |
| Parallel Advisors, LLC | 7,683 | $148.7K | 0.00% | +4,416+135.2% | Added |
| Tower Research Capital LLC (TRC) | 7,429 | $143.8K | 0.00% | −117,975−94.1% | Reduced |
| Bryn Mawr Trust Co | 6,800 | $131.6K | 0.00% | +6,800 | New |
| Bessemer Group Inc | 6,691 | $130.0K | 0.00% | +6,391+2,130.3% | Added |
| Sunbelt Securities, Inc. | 6,448 | $124.8K | 0.01% | +33+0.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,369 | $123.3K | 0.00% | +6,369 | New |
| Centiva Capital, LP | 6,321 | $122.4K | 0.01% | +6,321 | New |
| Perkins Coie Trust Co | 6,130 | $118.7K | 0.02% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 5,531 | $107.1K | 0.04% | +5,531 | New |
| Parkside Financial Bank & Trust | 5,458 | $105.7K | 0.01% | +3,741+217.9% | Added |
| Valley National Advisers Inc | 4,941 | $95.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,695 | $91.0K | 0.00% | +4,694+469,400.0% | Added |
| Ronald Blue Trust, Inc. | 4,519 | $87.5K | 0.00% | +4,491+16,039.3% | Added |
| TFC Financial Management | 4,319 | $83.6K | 0.01% | +11+0.3% | Added |
| JNBA Financial Advisors | 4,290 | $83.1K | 0.01% | +4,290 | New |
| Cheviot Value Management, LLC | 3,908 | $81.1K | 0.01% | +1,500+62.3% | Added |
| Larson Financial Group LLC | 4,156 | $80.5K | 0.00% | +252+6.5% | Added |
| Leonteq Securities AG | 3,693 | $71.5K | 0.00% | +3,693 | New |
| DHJJ Financial Advisors, Ltd. | 3,668 | $71.0K | 0.02% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 3,630 | $70.3K | 0.05% | +3,630 | New |
| CoreCap Advisors, LLC | 3,530 | $68.3K | 0.00% | −1,250−26.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,525 | $68.2K | 0.00% | +3,025+605.0% | Added |
| Miller Wealth Advisors, LLC | 3,475 | $67.3K | 0.02% | +1,825+110.6% | Added |
| V-Square Quantitative Management LLC | 3,368 | $65.2K | 0.01% | +3,368 | New |
| Geneos Wealth Management Inc. | 3,170 | $61.4K | 0.00% | +1,217+62.3% | Added |
| First Horizon Corp | 3,056 | $59.2K | 0.00% | +2,327+319.2% | Added |
| Westside Investment Management, Inc. | 2,860 | $56.9K | 0.01% | +2,860 | New |
| Brown Brothers Harriman & Co | 2,915 | $56.4K | 0.00% | +2,865+5,730.0% | Added |
| Caitong International Asset Management Co., Ltd | 2,880 | $55.8K | 0.01% | −1,110−27.8% | Reduced |
| ORG Partners LLC | 2,857 | $55.3K | 0.01% | +520+22.3% | Added |
| Westpac Banking Corp | 2,841 | $55.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 2,750 | $53.2K | 0.04% | +2,750 | New |
| Basecamp Wealth Advisors LLC | 2,746 | $53.2K | 0.01% | +2,746 | New |
| MAI Capital Management | 2,738 | $53.0K | 0.00% | +90+3.4% | Added |
| Oakum Bay Capital LLC | 2,500 | $48.4K | 0.03% | +2,500 | New |
| Capital Advisors, Ltd. LLC | 2,493 | $48.0K | 0.01% | +44+1.8% | Added |
| WPG Advisers, LLC | 2,427 | $47.0K | 0.03% | +1,660+216.4% | Added |
| Sound Income Strategies, LLC | 1,974 | $45.9K | 0.00% | +1,540+354.8% | Added |
| Keating Financial Advisory Services, Inc. | 2,228 | $43.1K | 0.01% | +2,228 | New |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $42.6K | 0.00% | +2,200 | New |
| Key Financial Inc | 1,672 | $32.4K | 0.01% | +1,672 | New |
| Creative Financial Designs Inc | 1,660 | $32.1K | 0.00% | −350−17.4% | Reduced |
| Smithfield Trust Co | 1,650 | $32.0K | 0.00% | +1,650 | New |
| City State Bank | 1,550 | $30.0K | 0.01% | +1,550 | New |
| Pinnacle Bancorp, Inc. | 1,503 | $29.1K | 0.01% | +1,183+369.7% | Added |
| International Assets Investment Management, LLC | 1,436 | $27.8K | 0.00% | −15,054−91.3% | Reduced |
| Acumen Wealth Advisors, LLC | 1,364 | $26.4K | 0.01% | +1,364 | New |
| Truvestments Capital LLC | 1,338 | $25.9K | 0.00% | +1,338 | New |
| Covestor Ltd | 1,251 | $24.0K | 0.01% | +1,214+3,281.1% | Added |
| Strategic Blueprint, LLC | 1,212 | $23.5K | 0.00% | +1,212 | New |
| Contravisory Investment Management, Inc. | 1,210 | $23.4K | 0.00% | +1,210 | New |
| Hollencrest Capital Management | 1,200 | $23.2K | 0.00% | +200+20.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,119 | $21.7K | 0.00% | +1,119 | New |
| Bare Financial Services, Inc | 941 | $18.2K | 0.01% | +798+558.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 923 | $17.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 841 | $16.3K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $15.5K | 0.01% | +800 | New |
| Marshall & Sterling Wealth Advisors Inc. | 792 | $15.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 742 | $14.4K | 0.00% | +51+7.4% | Added |
| Zions Bancorporation, National Association | 739 | $14.3K | 0.00% | +739 | New |
| Raiffeisen Bank International AG | 669 | $13.4K | 0.00% | +669 | New |
| Salomon & Ludwin, LLC | 608 | $12.8K | 0.00% | −4,331−87.7% | Reduced |
| LRI Investments, LLC | 657 | $12.7K | 0.00% | +401+156.6% | Added |
| United Financial Planning Group LLC | 590 | $11.4K | 0.01% | +590 | New |
| Avion Wealth | 615 | $11.0K | 0.00% | +151+32.5% | Added |
| Sofos Investments, Inc. | 553 | $10.7K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 525 | $10.2K | 0.00% | +525 | New |
| SHP Wealth Management | 518 | $10.0K | 0.00% | +518 | New |
| SageView Advisory Group, LLC | 500 | $9.68K | 0.00% | +500 | New |
| Solstein Capital, LLC | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 500 | $9.68K | 0.01% | +500 | New |
| Fortitude Family Office, LLC | 484 | $9.37K | 0.00% | −10−2.0% | Reduced |
| Medallion Wealth Advisors, LLC | 484 | $9.37K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 468 | $9.06K | 0.00% | +271+137.6% | Added |
| Rakuten Securities, Inc. | 466 | $9.02K | 0.00% | −2,142−82.1% | Reduced |
| Flagship Harbor Advisors, LLC | 451 | $8.75K | 0.00% | +451 | New |
| TD Waterhouse Canada Inc. | 437 | $8.46K | 0.00% | −330−43.0% | Reduced |
| NBC Securities, Inc. | 429 | $8.30K | 0.00% | +75+21.2% | Added |
| Farmers & Merchants Investments Inc | 418 | $8.09K | 0.00% | +418 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $7.74K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 386 | $7.47K | 0.00% | +386 | New |
| Ancora Advisors, LLC | 367 | $7.11K | 0.00% | +367 | Added |