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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 1 sale; 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, Q1 2026

Institutional positions in Rocket Companies, Inc. as of Mar 31, 2026. 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
819
+43 vs. Q4 2025
Shares held
830.2M
+101.8M (+14.0%) vs. Q4 2025
Total value
$11.8B
−$2.28B (−16.2%) vs. Q4 2025
New holders
150
305 more added
Sold out
107
250 more reduced

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 819 institutions
Q1 2021: 261 institutionsQ2 2021: 234 institutionsQ3 2021: 239 institutionsQ4 2021: 257 institutionsQ1 2022: 240 institutionsQ2 2022: 237 institutionsQ3 2022: 219 institutionsQ4 2022: 238 institutionsQ1 2023: 242 institutionsQ2 2023: 213 institutionsQ3 2023: 229 institutionsQ4 2023: 237 institutionsQ1 2024: 238 institutionsQ2 2024: 255 institutionsQ3 2024: 270 institutionsQ4 2024: 269 institutionsQ1 2025: 309 institutionsQ2 2025: 375 institutionsQ3 2025: 509 institutionsQ4 2025: 789 institutionsQ1 2026: 819 institutionsQ2 2026: 798 institutions
Value heldQ1 2026: $11.8B
Q1 2021: $1.69BQ2 2021: $1.43BQ3 2021: $1.18BQ4 2021: $1.03BQ1 2022: $897.1MQ2 2022: $604.6MQ3 2022: $499.0MQ4 2022: $618.8MQ1 2023: $781.3MQ2 2023: $723.9MQ3 2023: $669.2MQ4 2023: $1.31BQ1 2024: $1.38BQ2 2024: $1.32BQ3 2024: $1.95BQ4 2024: $1.23BQ1 2025: $1.66BQ2 2025: $2.99BQ3 2025: $6.56BQ4 2025: $15.9BQ1 2026: $11.8BQ2 2026: $15.1B
Institutions holding RKT and their total value by quarter
QuarterHoldersValue
Q2 2026798$15.1B
Q1 2026819$11.8B
Q4 2025789$15.9B
Q3 2025509$6.56B
Q2 2025375$2.99B
Q1 2025309$1.66B
Q4 2024269$1.23B
Q3 2024270$1.95B
Q2 2024255$1.32B
Q1 2024238$1.38B
Q4 2023237$1.31B
Q3 2023229$669.2M
Q2 2023213$723.9M
Q1 2023242$781.3M
Q4 2022238$618.8M
Q3 2022219$499.0M
Q2 2022237$604.6M
Q1 2022240$897.1M
Q4 2021257$1.03B
Q3 2021239$1.18B
Q2 2021234$1.43B
Q1 2021261$1.69B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2025.

Institutions holding RKT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC2$00.00%−8,253−100.0%Reduced
Pacer Advisors, Inc.24$00.00%−1−4.0%Reduced
CWM Advisors, LLC2$290.00%00.0%Unchanged
Bogart Wealth, LLC2$290.00%00.0%Unchanged
HFM Investment Advisors, LLC2$290.00%+1+100.0%Added
Activest Wealth Management2$290.00%+2New
Fourth Dimension Wealth, LLC4$570.00%00.0%Unchanged
Seneschal Advisors, LLC6$860.00%+6New
Kilter Group LLC8$1140.00%−135−94.4%Reduced
Hilton Head Capital Partners, LLC10$1420.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1430.00%00.0%Unchanged
Curio Wealth, LLC11$1570.00%00.0%Unchanged
Hilltop National Bank11$1570.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.11$1570.00%00.0%Unchanged
1015 Capital Partners, LLC13$1850.00%+11+550.0%Added
Hughes Financial Services, LLC14$2000.00%−8−36.4%Reduced
Bay Harbor Wealth Management, LLC15$2130.00%+3+25.0%Added
Retirement Wealth Solutions LLC18$2570.00%−11−37.9%Reduced
Strategic Wealth Partners, Ltd.21$2990.00%+21New
Trust Co22$3140.00%00.0%Unchanged
WealthCollab, LLC23$3280.00%00.0%Unchanged
NorthAvenue LLC26$3710.00%00.0%Unchanged
Asset Dedication, LLC26$3710.00%+26New
Principia Wealth Advisory, LLC27$3850.00%−20−42.6%Reduced
American Capital Advisory, LLC28$3990.00%−1−3.4%Reduced
AdvisorNet Financial, Inc30$4280.00%−26−46.4%Reduced
North Star Investment Management Corp.31$4420.00%+2+6.9%Added
Park Place Capital Corp36$5130.00%+36New
Main Street Group, LTD39$5560.00%+39New
Montag A & Associates Inc39$5610.00%+39New
First Command Advisory Services, Inc.40$5700.00%+40New
Pillar Financial Advisors, LLC44$6270.00%00.0%Unchanged
Armstrong Advisory Group, Inc44$6270.00%+44New
Signature Equity Partners, LLC44$6270.00%+44New
Rialto Wealth Management, LLC45$6420.00%−35−43.8%Reduced
DiNuzzo Private Wealth, Inc.47$6700.00%−16,774−99.7%Reduced
Winch Advisory Services, LLC47$6700.00%+47New
TD Private Client Wealth LLC49$6980.00%+42+600.0%Added
ORG Wealth Partners, LLC55$7830.00%00.0%Unchanged
MV Capital Management, Inc.60$8550.00%−72−54.5%Reduced
Strategic Investment Solutions, Inc.60$8550.00%00.0%Unchanged
TD Capital Management LLC66$9410.00%00.0%Unchanged
Silicon Valley Capital Partners66$9410.00%+66New
JFS Wealth Advisors, LLC67$9550.00%+25+59.5%Added
Elequin Capital LP68$9690.00%+68New
Vermillion Wealth Management, Inc.69$9830.00%+69New
JPL Wealth Management, LLC71$1.01K0.00%+71New
Cullen/Frost Bankers, Inc.72$1.03K0.00%+72New
NBT Bank N A72$1.03K0.00%+72New
Global Wealth Strategies & Associates73$1.04K0.00%00.0%Unchanged
Whipplewood Advisors, LLC75$1.07K0.00%+37+97.4%Added
GHP Investment Advisors, Inc.79$1.13K0.00%+22+38.6%Added
SHP Wealth Management83$1.18K0.00%−435−84.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC83$1.18K0.00%−16−16.2%Reduced
Tidemark, LLC84$1.20K0.00%+84New
Aspect Partners, LLC94$1.34K0.00%00.0%Unchanged
Cornerstone Financial Management LLC94$1.34K0.00%+34+56.7%Added
Marquette Asset Management, LLC97$1.38K0.00%+97New
Archer Investment Corp100$1.43K0.00%−9,839−99.0%Reduced
Golden State Wealth Management, LLC100$1.43K0.00%00.0%Unchanged
McMillan Office, Inc.100$1.43K0.00%00.0%Unchanged
NVWM, LLC105$1.50K0.00%00.0%Unchanged
Bullock Wealth Management Group111$1.60K0.00%+59+113.5%Added
HM Payson & Co115$1.64K0.00%+5+4.5%Added
UMA Financial Services, Inc.121$1.73K0.00%−193−61.5%Reduced
True Wealth Design, LLC128$1.82K0.00%+17+15.3%Added
Godfrey Financial Associates, Inc.132$1.88K0.00%00.0%Unchanged
Financial Consulate, Inc145$2.07K0.00%+34+30.6%Added
Cromwell Holdings LLC159$2.27K0.00%+38+31.4%Added
HighMark Wealth Management LLC166$2.37K0.00%+166New
Glen Eagle Advisors, LLC172$2.45K0.00%00.0%Unchanged
Colonial Trust Co173$2.46K0.00%+173New
Legacy Wealth Managment, LLC175$2.49K0.00%00.0%Unchanged
Eastern Bank176$2.51K0.00%00.0%Unchanged
Cornerstone Planning Group LLC178$2.51K0.00%+74+71.2%Added
CVA Family Office, LLC182$2.59K0.00%−40−18.0%Reduced
Red Tortoise LLC185$2.64K0.00%00.0%Unchanged
Essential Partners LLC195$2.78K0.00%+173+786.4%Added
Meeder Asset Management Inc196$2.79K0.00%+9+4.8%Added
Moisand Fitzgerald Tamayo, LLC200$2.85K0.00%−200−50.0%Reduced
Scarborough Advisors, LLC200$2.85K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.200$2.85K0.00%00.0%Unchanged
Crews Bank & Trust200$2.85K0.00%00.0%Unchanged
Quaker Wealth Management, LLC220$3.13K0.00%−2−0.9%Reduced
Root Financial Partners, LLC229$3.26K0.00%+130+131.3%Added
Ares Financial Consulting, LLC250$3.61K0.00%00.0%Unchanged
Legacy Bridge, LLC275$3.92K0.00%00.0%Unchanged
Torren Management, LLC275$3.92K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators283$4.03K0.00%+283New
Bruce G. Allen Investments, LLC288$4.10K0.00%00.0%Unchanged
Triumph Capital Management300$4.28K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC319$4.55K0.00%00.0%Unchanged
Bell Investment Advisors, Inc329$4.69K0.00%+204+163.2%Added
Bradley & Co. Private Wealth Management, LLC348$4.96K0.00%00.0%Unchanged
Rakuten Securities, Inc.362$5.16K0.00%−104−22.3%Reduced
Quarry LP370$5.27K0.00%+370New
Kemnay Advisory Services Inc.381$5.43K0.00%+381New
Rothschild Investment LLC393$5.60K0.00%+201+104.7%Added
Chilton Capital Management LLC404$5.76K0.00%+404New
Farmers & Merchants Investments Inc418$5.96K0.00%00.0%Unchanged