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 |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 10,125 | $144.3K | 0.02% | +10,125 | New |
| Bridges Investment Management Inc | 10,176 | $145.0K | 0.00% | −869−7.9% | Reduced |
| Knollwood Investment Advisory, LLC | 10,208 | $145.5K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,269 | $146.3K | 0.06% | −500−4.6% | Reduced |
| Oak Thistle LLC | 10,404 | $148.3K | 0.01% | +10,404 | New |
| EP Wealth Advisors, LLC | 10,427 | $148.6K | 0.00% | +10,427 | New |
| Meeder Advisory Services, Inc. | 10,564 | $150.5K | 0.01% | +10,564 | New |
| Private Trust Co NA | 10,573 | $150.7K | 0.01% | +801+8.2% | Added |
| Kovack Advisors, Inc. | 10,471 | $151.1K | 0.01% | +10,471 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,634 | $151.5K | 0.00% | −2,694−20.2% | Reduced |
| Chase Investment Counsel Corp | 10,912 | $155.0K | 0.04% | −6,149−36.0% | Reduced |
| Maridea Wealth Management LLC | 10,958 | $156.1K | 0.02% | +10,958 | New |
| Laurel Oak Wealth Management, LLC | 11,070 | $157.7K | 0.03% | −2,685−19.5% | Reduced |
| Red Door Wealth Management, LLC | 11,138 | $158.7K | 0.02% | +698+6.7% | Added |
| Citizens Financial Group Inc | 11,256 | $160.4K | 0.00% | +11,256 | New |
| Verus Financial Partners, Inc. | 10,214 | $161.0K | 0.01% | +10,214 | New |
| OpenArc Corporate Advisory, LLC | 11,318 | $161.3K | 0.00% | −1,193−9.5% | Reduced |
| Panoramic Investment Advisors, LLC | 11,450 | $163.2K | 0.09% | +200+1.8% | Added |
| Smartleaf Asset Management LLC | 12,237 | $165.1K | 0.01% | −9,753−44.4% | Reduced |
| Canada Pension Plan Investment Board | 11,598 | $165.3K | 0.00% | −1,578,077−99.3% | Reduced |
| Clear Harbor Asset Management, LLC | 11,630 | $165.7K | 0.01% | +1,000+9.4% | Added |
| MSA Advisors, LLC | 11,644 | $165.9K | 0.05% | +11,644 | New |
| Prelude Capital Management, LLC | 11,820 | $168.4K | 0.01% | −8,180−40.9% | Reduced |
| Insigneo Advisory Services, LLC | 12,137 | $173.0K | 0.01% | −1,125−8.5% | Reduced |
| Callan Family Office, LLC | 12,138 | $173.0K | 0.00% | −7,973−39.6% | Reduced |
| Financial Engines Advisors L.L.C. | 12,247 | $174.5K | 0.00% | −16−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $176.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,406 | $176.8K | 0.00% | −22,229−64.2% | Reduced |
| Corps Capital Advisors, LLC | 12,500 | $178.1K | 0.15% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 12,701 | $181.0K | 0.01% | −8,600−40.4% | Reduced |
| Advisors Capital Management, LLC | 12,706 | $181.1K | 0.00% | +12,706 | New |
| Massar Capital Management, LP | 12,740 | $181.5K | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 12,804 | $182.5K | 0.00% | −2,960−18.8% | Reduced |
| Siemens Fonds Invest GmbH | 12,812 | $182.6K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,828 | $182.8K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 12,979 | $185.0K | 0.01% | −558−4.1% | Reduced |
| Kestra Investment Management, LLC | 13,008 | $185.4K | 0.00% | +13,008 | New |
| FDx Advisors, Inc. | 13,065 | $186.0K | 0.06% | +13,065 | New |
| Blueprint Investment Partners LLC | 13,060 | $186.1K | 0.02% | +13,060 | New |
| Great Lakes Advisors, LLC | 13,172 | $187.7K | 0.00% | −536−3.9% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,467 | $191.9K | 0.00% | −30,401−69.3% | Reduced |
| SBI Securities Co., Ltd. | 13,502 | $192.4K | 0.01% | −1,053−7.2% | Reduced |
| Vestor Capital, LLC | 13,695 | $195.0K | 0.01% | +12,845+1,511.2% | Added |
| Anchor Capital Advisors LLC | 13,975 | $199.1K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,199 | $202.3K | 0.00% | −12,703−47.2% | Reduced |
| Atomi Financial Group, Inc. | 14,201 | $202.4K | 0.01% | −2,691−15.9% | Reduced |
| NewEdge Wealth, LLC | 14,457 | $206.0K | 0.00% | +1,253+9.5% | Added |
| Sig Brokerage, LP | 14,933 | $212.8K | 0.06% | −109,302−88.0% | Reduced |
| Concentric Capital Strategies, LP | 15,037 | $214.3K | 0.02% | +15,037 | New |
| Concurrent Investment Advisors, LLC | 15,171 | $216.2K | 0.00% | +489+3.3% | Added |
| Ballentine Partners, LLC | 15,264 | $217.5K | 0.00% | +565+3.8% | Added |
| Pointe Capital Management LLC | 15,330 | $218.5K | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 15,434 | $219.9K | 0.00% | +23+0.1% | Added |
| Hook Mill Capital Partners, LP | 15,445 | $220.1K | 0.02% | +3,585+30.2% | Added |
| SRS Capital Advisors, Inc. | 15,361 | $220.6K | 0.01% | −1,933−11.2% | Reduced |
| Momentum Wealth Planning, LLC | 15,500 | $220.9K | 0.20% | +2,700+21.1% | Added |
| First Trust Advisors LP | 15,634 | $222.8K | 0.00% | −2,706−14.8% | Reduced |
| Ethic Inc. | 15,649 | $223.0K | 0.00% | +2,754+21.4% | Added |
| Transcend Wealth Collective, LLC | 15,735 | $224.2K | 0.02% | +2,351+17.6% | Added |
| Apollon Wealth Management, LLC | 15,786 | $225.0K | 0.00% | +1,781+12.7% | Added |
| Jacobi Capital Management LLC | 15,885 | $226.4K | 0.01% | +205+1.3% | Added |
| Harbour Investments, Inc. | 15,966 | $227.5K | 0.00% | +938+6.2% | Added |
| Thompson Davis & Co., Inc. | 16,100 | $229.4K | 0.15% | +16,100 | New |
| Arkadios Wealth Advisors | 16,135 | $229.9K | 0.00% | +2,664+19.8% | Added |
| Oppenheimer & Co Inc | 16,153 | $230.2K | 0.00% | +5,342+49.4% | Added |
| Intrinsic Value Partners, LLC | 16,164 | $230.3K | 0.18% | −100−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 16,221 | $231.1K | 0.00% | +16,221 | New |
| Guardian Wealth Advisors, LLC | 16,405 | $233.8K | 0.01% | −1,933−10.5% | Reduced |
| Wittenberg Investment Management, Inc. | 16,500 | $235.1K | 0.09% | 00.0% | Unchanged |
| Northern Lights Advisors, Inc. | 16,592 | $236.4K | 0.16% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 16,771 | $239.0K | 0.02% | +16,771 | New |
| Yousif Capital Management, LLC | 16,924 | $241.2K | 0.00% | +4,950+41.3% | Added |
| McAdam, LLC | 17,108 | $243.8K | 0.01% | +4,223+32.8% | Added |
| 1832 Asset Management L.P. | 17,124 | $244.0K | 0.00% | −2,800,159−99.4% | Reduced |
| Trueblood Wealth Management, LLC | 17,207 | $245.2K | 0.10% | −2,835−14.1% | Reduced |
| Promethium Advisors,llc | 17,550 | $250.1K | 0.13% | +50+0.3% | Added |
| Aragon Global Management, LP | 18,000 | $256.5K | 0.18% | −404,400−95.7% | Reduced |
| Oxford Financial Group Ltd | 18,000 | $256.5K | 0.01% | +18,000 | New |
| Levin Capital Strategies, L.P. | 18,407 | $262.3K | 0.02% | −2,000−9.8% | Reduced |
| RFG Advisory, LLC | 18,513 | $263.8K | 0.00% | −1,680−8.3% | Reduced |
| Greenleaf Trust | 18,567 | $264.6K | 0.00% | +292+1.6% | Added |
| Penserra Capital Management LLC | 18,671 | $266.0K | 0.00% | +434+2.4% | Added |
| UniSuper Management Pty Ltd | 19,000 | $270.8K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 19,118 | $272.4K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 19,322 | $275.3K | 0.02% | −553−2.8% | Reduced |
| National Philanthropic Trust | 19,348 | $275.7K | 0.00% | +6,900+55.4% | Added |
| Jupiter Wealth Management LLC | 20,000 | $276.8K | 0.11% | +20,000 | New |
| Arete Wealth Advisors, LLC | 19,570 | $278.9K | 0.02% | −7,746−28.4% | Reduced |
| Valeo Financial Advisors, LLC | 19,650 | $280.0K | 0.01% | −433−2.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 19,673 | $280.3K | 0.00% | −6,091−23.6% | Reduced |
| Aigen Investment Management, LP | 19,686 | $280.5K | 0.07% | −58,506−74.8% | Reduced |
| Clear Wave Wealth Management LLC | 19,914 | $283.8K | 0.07% | +19,914 | New |
| Keybank National Association | 19,943 | $284.2K | 0.00% | −2,119−9.6% | Reduced |
| Alpine Global Management, LLC | 20,000 | $285.0K | 0.04% | −93,000−82.3% | Reduced |
| Capricorn Fund Managers Ltd | 20,068 | $286.0K | 0.04% | +20,068 | New |
| Alamea Verwaltungs GmbH | 20,148 | $287.1K | 0.21% | +5,448+37.1% | Added |
| Keebeck Wealth Management, LLC | 20,341 | $289.9K | 0.03% | −14,934−42.3% | Reduced |
| Dakota Wealth Management | 20,409 | $290.8K | 0.01% | +58+0.3% | Added |
| Steel Peak Wealth Management LLC | 20,461 | $291.6K | 0.01% | −20,000−49.4% | Reduced |
| Vestcor Inc | 20,500 | $292.0K | 0.01% | 00.0% | Unchanged |