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 |
|---|---|---|---|---|---|
| Carrera Capital Advisors | 20,597 | $293.5K | 0.05% | +20,597 | New |
| Victory Financial Group, LLC | 20,619 | $293.8K | 0.04% | +20,619 | New |
| Ritholtz Wealth Management | 20,736 | $295.5K | 0.01% | +2,010+10.7% | Added |
| Kingswood Wealth Advisors, LLC | 20,856 | $297.2K | 0.01% | −35,622−63.1% | Reduced |
| Schroder Investment Management Group | 22,345 | $301.4K | 0.00% | +9,689+76.6% | Added |
| Landscape Capital Management, L.L.C. | 21,652 | $308.5K | 0.02% | −3,874−15.2% | Reduced |
| Corecam Pte. Ltd. | 21,783 | $310.4K | 0.13% | +5,247+31.7% | Added |
| Campbell Capital Management Inc | 22,000 | $314.0K | 0.15% | +22,000 | New |
| Steward Partners Investment Advisory, LLC | 22,101 | $314.9K | 0.00% | −3,317−13.0% | Reduced |
| Jump Financial, LLC | 22,239 | $316.9K | 0.00% | −164,956−88.1% | Reduced |
| Triasima Portfolio Management inc. | 22,365 | $318.7K | 0.05% | −178,315−88.9% | Reduced |
| E. Ohman J:or Asset Management AB | 22,764 | $324.4K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 22,942 | $326.9K | 0.67% | +7,716+50.7% | Added |
| Tower Research Capital LLC (TRC) | 23,114 | $329.4K | 0.01% | +15,685+211.1% | Added |
| Institute for Wealth Management, LLC. | 23,811 | $339.3K | 0.04% | +4,015+20.3% | Added |
| Hunting Hill Global Capital, LLC | 23,825 | $339.5K | 0.41% | −26,072−52.3% | Reduced |
| Capital Advisors Inc | 23,992 | $341.9K | 0.01% | +23,992 | New |
| Captrust Financial Advisors | 24,046 | $342.6K | 0.00% | −4,208−14.9% | Reduced |
| Tema ETFs LLC | 24,238 | $345.4K | 0.02% | −10,637−30.5% | Reduced |
| Toroso Investments, LLC | 24,238 | $345.4K | 0.00% | +24,238 | New |
| Fort Washington Investment Advisors Inc | 24,270 | $345.8K | 0.00% | +500+2.1% | Added |
| Jasper Ridge Partners, L.P. | 24,563 | $350.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 24,770 | $353.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 25,008 | $356.4K | 0.00% | +2,348+10.4% | Added |
| GEM Realty Capital | 25,034 | $356.7K | 0.04% | −1,194,093−97.9% | Reduced |
| Janney Montgomery Scott LLC | 25,066 | $357.0K | 0.00% | −16,689−40.0% | Reduced |
| Banque Cantonale Vaudoise | 25,119 | $358.0K | 0.01% | +20,424+435.0% | Added |
| Burney Co | 25,148 | $358.4K | 0.01% | −288,065−92.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,279 | $360.2K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 25,289 | $360.4K | 0.00% | −34−0.1% | Reduced |
| Prudential PLC | 25,464 | $362.9K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 25,516 | $363.6K | 0.00% | −205,592−89.0% | Reduced |
| Machina Capital S.A.S. | 25,660 | $365.7K | 0.07% | +25,660 | New |
| HB Wealth Management, LLC | 25,782 | $367.4K | 0.00% | +3,698+16.7% | Added |
| Greenland Capital Management LP | 26,000 | $370.5K | 0.07% | +14,000+116.7% | Added |
| Wedmont Private Capital | 24,389 | $370.7K | 0.01% | +1,086+4.7% | Added |
| Cynosure Management, LLC | 26,226 | $373.7K | 0.05% | +26,226 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 26,570 | $378.6K | 0.00% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 26,843 | $382.5K | 0.39% | +633+2.4% | Added |
| DRW Securities, LLC | 26,848 | $382.6K | 0.02% | +14,192+112.1% | Added |
| CAP Partners, LLC | 26,950 | $384.0K | 0.22% | −308−1.1% | Reduced |
| Royal London Asset Management Ltd | 27,091 | $386.0K | 0.00% | −5,874−17.8% | Reduced |
| The PNC Financial Services Group, Inc. | 27,159 | $387.0K | 0.00% | −682−2.4% | Reduced |
| Fullerton Advisors, LLC | 27,159 | $387.0K | 0.40% | +80.0% | Added |
| North Dakota State Investment Board | 27,212 | $387.8K | 0.02% | −6,224−18.6% | Reduced |
| Coldstream Capital Management Inc | 27,218 | $387.9K | 0.00% | +9,474+53.4% | Added |
| Franklin Resources Inc | 27,291 | $388.9K | 0.00% | −164−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,007 | $389.1K | 0.00% | −85,862−76.8% | Reduced |
| Signaturefd, LLC | 27,478 | $391.6K | 0.01% | +3,262+13.5% | Added |
| Beacon Pointe Advisors, LLC | 27,863 | $397.0K | 0.00% | +893+3.3% | Added |
| Schwab Charitable Fund | 27,951 | $398.3K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 28,001 | $399.0K | 0.01% | −15,600−35.8% | Reduced |
| Abel Hall, LLC | 28,333 | $403.7K | 0.09% | +4,953+21.2% | Added |
| Pensionmark Financial Group, LLC | 28,667 | $408.5K | 0.01% | +1,489+5.5% | Added |
| Gateway Investment Advisers LLC | 28,722 | $409.3K | 0.00% | +28,722 | New |
| Lombard Odier Asset Management (Switzerland) SA | 28,800 | $410.4K | 0.02% | +5,800+25.2% | Added |
| Bleakley Financial Group, LLC | 29,051 | $414.0K | 0.01% | +300+1.0% | Added |
| Abn Amro Investment Solutions | 29,252 | $416.8K | 0.01% | +29,252 | New |
| EverSource Wealth Advisors, LLC | 29,872 | $425.7K | 0.01% | +11,394+61.7% | Added |
| CAPROCK Group, Inc. | 30,437 | $433.7K | 0.01% | +7,099+30.4% | Added |
| US Bancorp | 30,601 | $436.1K | 0.00% | −1,215−3.8% | Reduced |
| Van Eck Associates Corp | 31,001 | $442.0K | 0.00% | +13,677+78.9% | Added |
| Macquarie Group Ltd | 31,342 | $446.6K | 0.00% | −7,586−19.5% | Reduced |
| Sterling Capital Management LLC | 31,802 | $453.2K | 0.01% | −24,015−43.0% | Reduced |
| Polymer Capital Management (US) LLC | 31,899 | $454.6K | 0.07% | −10,316−24.4% | Reduced |
| Blueshift Asset Management, LLC | 31,983 | $455.8K | 0.14% | +16,454+106.0% | Added |
| Fairfield, Bush & Co. | 32,405 | $461.8K | 0.26% | −2,521−7.2% | Reduced |
| Altfest L J & Co Inc | 32,457 | $462.5K | 0.05% | −32,642−50.1% | Reduced |
| Encompass More Asset Management | 32,538 | $463.7K | 0.08% | 00.0% | Unchanged |
| Sierra Capital LLC | 32,732 | $466.0K | 0.05% | −4,115−11.2% | Reduced |
| Equitable Trust Co | 32,856 | $468.2K | 0.02% | +5,970+22.2% | Added |
| Atria Investments LLC | 32,982 | $470.0K | 0.01% | +13,189+66.6% | Added |
| Farther Finance Advisors, LLC | 33,010 | $476.3K | 0.00% | +5,554+20.2% | Added |
| Cambria Investment Management, L.P. | 33,579 | $478.5K | 0.03% | +11,160+49.8% | Added |
| Saudi Central Bank | 33,909 | $483.2K | 0.01% | +33,909 | New |
| VELA Investment Management, LLC | 34,876 | $497.0K | 0.13% | −8,211−19.1% | Reduced |
| Castleark Management LLC | 34,960 | $498.2K | 0.02% | −446,600−92.7% | Reduced |
| Abacus Wealth Partners, LLC | 35,172 | $501.2K | 0.05% | −17,441−33.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,273 | $502.6K | 0.01% | +35,273 | New |
| MorganRosel Wealth Management, LLC | 35,351 | $503.8K | 0.20% | −25,725−42.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 35,750 | $509.4K | 0.14% | −22,000−38.1% | Reduced |
| Merit Financial Group, LLC | 35,828 | $510.5K | 0.00% | +8,408+30.7% | Added |
| Woodline Partners LP | 35,958 | $512.4K | 0.00% | +19,039+112.5% | Added |
| Credit Agricole S A | 36,001 | $513.0K | 0.00% | +4,774+15.3% | Added |
| QRG Capital Management, Inc. | 36,239 | $516.4K | 0.01% | +17,741+95.9% | Added |
| Gsa Capital Partners LLP | 36,296 | $517.0K | 0.03% | +36,296 | New |
| Nisa Investment Advisors, LLC | 36,512 | $520.3K | 0.00% | −81,997−69.2% | Reduced |
| Private Capital Management, LLC | 36,550 | $520.8K | 0.05% | +36,550 | New |
| SCS Capital Management LLC | 36,575 | $521.2K | 0.01% | −672−1.8% | Reduced |
| Principal Securities, Inc. | 36,634 | $522.0K | 0.01% | +36,634 | New |
| Sivia Capital Partners, LLC | 36,663 | $522.4K | 0.10% | +1,965+5.7% | Added |
| HMS Capital Management, LLC | 36,710 | $523.1K | 0.20% | −13,588−27.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 36,902 | $525.9K | 0.01% | +36,902 | New |
| Carlson Capital L P | 37,500 | $534.4K | 0.21% | +37,500 | New |
| Aristeia Capital LLC | 37,688 | $537.1K | 0.01% | +11,726+45.2% | Added |
| Intercapital, LLC | 38,145 | $543.6K | 0.30% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 39,081 | $556.9K | 0.19% | −40,614−51.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,121 | $557.5K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 39,132 | $557.6K | 0.00% | −29,940−43.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 39,186 | $558.4K | 0.08% | +39,186 | New |