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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 424 | $6.04K | 0.00% | +71+20.1% | Added |
| Clear Investment Research, LLC | 446 | $6.36K | 0.01% | +446 | New |
| NBC Securities, Inc. | 481 | $6.85K | 0.00% | +52+12.1% | Added |
| Hamrick Investment Counsel, llc | 490 | $6.98K | 0.00% | +490 | New |
| Murphy & Mullick Capital Management Corp | 500 | $7.13K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 507 | $7.22K | 0.00% | +23+4.8% | Added |
| SJS Investment Consulting Inc. | 540 | $7.70K | 0.00% | +536+13,400.0% | Added |
| Covestor Ltd | 562 | $8.00K | 0.01% | −689−55.1% | Reduced |
| Avion Wealth | 563 | $8.00K | 0.00% | −52−8.5% | Reduced |
| United Financial Planning Group LLC | 590 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 600 | $8.55K | 0.01% | +600 | New |
| Raiffeisen Bank International AG | 669 | $9.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 674 | $9.61K | 0.00% | −68−9.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 700 | $9.97K | 0.00% | +510+268.4% | Added |
| Bare Financial Services, Inc | 704 | $10.0K | 0.00% | −237−25.2% | Reduced |
| Golden State Equity Partners | 714 | $10.2K | 0.00% | +714 | New |
| Grove Bank & Trust | 788 | $11.2K | 0.00% | +320+68.4% | Added |
| Owl Creek Wealth Partners LLC | 791 | $11.3K | 0.00% | +791 | New |
| Marshall & Sterling Wealth Advisors Inc. | 792 | $11.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 784 | $11.3K | 0.00% | +784 | New |
| LRI Investments, LLC | 830 | $11.8K | 0.00% | +173+26.3% | Added |
| Larson Financial Group LLC | 831 | $11.8K | 0.00% | −3,325−80.0% | Reduced |
| Security National Bank | 837 | $11.9K | 0.00% | +451+116.8% | Added |
| Private Wealth Asset Management, LLC | 841 | $12.0K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 923 | $13.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 930 | $13.3K | 0.01% | +430+86.0% | Added |
| Zions Bancorporation, National Association | 932 | $13.3K | 0.00% | +193+26.1% | Added |
| Contravisory Investment Management, Inc. | 969 | $13.8K | 0.00% | −241−19.9% | Reduced |
| Pinnacle Bancorp, Inc. | 984 | $14.0K | 0.00% | −519−34.5% | Reduced |
| Oakum Bay Capital LLC | 1,000 | $14.3K | 0.01% | −1,500−60.0% | Reduced |
| McIlrath & Eck, LLC | 1,000 | $14.3K | 0.00% | +1,000 | New |
| Central Trust Co | 1,083 | $15.4K | 0.00% | +1,083 | New |
| Twin Peaks Wealth Advisors, LLC | 1,103 | $15.7K | 0.00% | +1,103 | New |
| Berbice Capital Management LLC | 1,200 | $17.1K | 0.01% | +400+50.0% | Added |
| Garden State Investment Advisory Services LLC | 1,200 | $17.1K | 0.00% | +1,200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,300 | $18.5K | 0.01% | +1,300 | New |
| Acumen Wealth Advisors, LLC | 1,364 | $19.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,504 | $21.7K | 0.00% | +1,067+244.2% | Added |
| CoreCap Advisors, LLC | 1,543 | $22.0K | 0.00% | −1,987−56.3% | Reduced |
| City State Bank | 1,550 | $22.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,587 | $22.9K | 0.00% | +151+10.5% | Added |
| Key Financial Inc | 1,672 | $23.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,650 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,974 | $28.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,218 | $31.6K | 0.00% | +558+33.6% | Added |
| First Horizon Corp | 2,221 | $31.6K | 0.00% | −835−27.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,284 | $32.5K | 0.01% | +56+2.5% | Added |
| Cassaday & Co Wealth Management LLC | 2,410 | $34.3K | 0.00% | +2,410 | New |
| Capital Advisors, Ltd. LLC | 2,449 | $35.0K | 0.00% | −44−1.8% | Reduced |
| Umb Bank N A | 2,483 | $35.4K | 0.00% | +2,320+1,423.3% | Added |
| Mather Group, LLC. | 2,601 | $37.1K | 0.00% | +2,601 | New |
| WPG Advisers, LLC | 2,638 | $37.6K | 0.03% | +211+8.7% | Added |
| Asset Planning,Inc | 2,750 | $39.2K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,756 | $39.3K | 0.00% | −244,301−98.9% | Reduced |
| Basecamp Wealth Advisors LLC | 2,813 | $40.1K | 0.01% | +67+2.4% | Added |
| Westpac Banking Corp | 2,841 | $40.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,915 | $41.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,860 | $42.8K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 3,342 | $47.6K | 0.00% | +3,342 | New |
| Bartlett & Co. Wealth Management LLC | 3,525 | $49.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,470 | $49.4K | 0.00% | +300+9.5% | Added |
| Miller Wealth Advisors, LLC | 3,475 | $49.5K | 0.02% | 00.0% | Unchanged |
| PEAK6 LLC | 3,502 | $49.9K | 0.00% | −20,367−85.3% | Reduced |
| Purpose Unlimited Inc. | 3,575 | $51.0K | 0.00% | −30,750−89.6% | Reduced |
| Ancora Advisors, LLC | 3,664 | $52.2K | 0.00% | +3,297+898.4% | Added |
| DHJJ Financial Advisors, Ltd. | 3,668 | $52.3K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,806 | $54.2K | 0.01% | +438+13.0% | Added |
| Caitong International Asset Management Co., Ltd | 3,988 | $56.8K | 0.01% | +1,108+38.5% | Added |
| Clear Street Markets LLC | 4,212 | $60.0K | 0.03% | +4,212 | New |
| JNBA Financial Advisors | 4,290 | $61.1K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 4,319 | $61.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,373 | $62.3K | 0.00% | −17,660−80.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,416 | $62.9K | 0.00% | −103−2.3% | Reduced |
| Valley National Advisers Inc | 4,941 | $70.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,255 | $74.9K | 0.01% | −203−3.7% | Reduced |
| Spire Wealth Management | 5,388 | $76.8K | 0.00% | −16,929−75.9% | Reduced |
| Cheviot Value Management, LLC | 5,408 | $77.1K | 0.01% | +1,500+38.4% | Added |
| Salem Investment Counselors Inc | 5,500 | $78.4K | 0.00% | +5,500 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,819 | $82.9K | 0.01% | −4,391−43.0% | Reduced |
| Perkins Coie Trust Co | 6,130 | $87.4K | 0.02% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,369 | $90.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,448 | $91.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,800 | $96.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,905 | $98.0K | 0.00% | +214+3.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,885 | $98.1K | 0.00% | −1,362−16.5% | Reduced |
| Centaurus Financial, Inc. | 7,113 | $101.0K | 0.00% | +7,113 | New |
| Allworth Financial LP | 7,271 | $103.6K | 0.00% | −752−9.4% | Reduced |
| Advisory Services Network, LLC | 7,385 | $105.2K | 0.00% | −5,048−40.6% | Reduced |
| Belvedere Trading LLC | 7,429 | $105.9K | 0.01% | −12,573−62.9% | Reduced |
| Parallel Advisors, LLC | 7,712 | $109.9K | 0.00% | +29+0.4% | Added |
| Versant Capital Management, Inc | 8,302 | $118.3K | 0.01% | −316−3.7% | Reduced |
| Leonteq Securities AG | 9,118 | $129.9K | 0.01% | +5,425+146.9% | Added |
| Innovative Asset Advisors Group, LLC | 9,150 | $130.4K | 0.08% | +9,150 | New |
| MAI Capital Management | 9,776 | $139.3K | 0.00% | +7,038+257.0% | Added |
| IFP Advisors, Inc | 9,805 | $139.7K | 0.00% | +1,166+13.5% | Added |
| Excelsior Advisor Network LLC | 10,000 | $142.5K | 0.05% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 10,000 | $142.5K | 0.17% | +10,000 | New |
| Daymark Wealth Partners, LLC | 10,008 | $142.6K | 0.00% | +10,008 | New |
| Maxi Investments CY Ltd | 10,000 | $143.0K | 0.03% | +10,000 | New |