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 |
|---|---|---|---|---|---|
| Whalen Wealth Management Inc. | 39,412 | $561.6K | 0.30% | +16,126+69.3% | Added |
| Summit Trail Advisors, LLC | 39,536 | $563.4K | 0.01% | −2,913−6.9% | Reduced |
| Fiduciary Trust Co | 39,600 | $564.3K | 0.01% | +14,719+59.2% | Added |
| One68 Global Capital, LLC | 41,000 | $584.3K | 1.89% | +41,000 | New |
| Rockefeller Capital Management L.P. | 41,355 | $589.3K | 0.00% | +13,174+46.7% | Added |
| Prudential Financial Inc | 41,525 | $591.7K | 0.00% | −4,145−9.1% | Reduced |
| Midwest Trust Co | 41,705 | $594.3K | 0.01% | +289+0.7% | Added |
| Cresset Asset Management, LLC | 42,170 | $600.9K | 0.00% | +16,680+65.4% | Added |
| Massmutual Trust Co FSB | 42,602 | $607.1K | 0.02% | −115−0.3% | Reduced |
| Nomura Holdings Inc | 42,658 | $607.9K | 0.01% | +30,715+257.2% | Added |
| Colonial River Wealth Management, LLC | 42,709 | $608.6K | 0.22% | +6,682+18.5% | Added |
| Morse Asset Management, Inc | 44,030 | $627.4K | 0.13% | +21,630+96.6% | Added |
| GWM Advisors LLC | 44,434 | $633.2K | 0.00% | +21,765+96.0% | Added |
| Osmosis Investment Management UK Ltd | 44,669 | $636.5K | 0.02% | +44,669 | New |
| Lido Advisors, LLC | 46,069 | $656.5K | 0.00% | +46,069 | New |
| Amalgamated Bank | 46,116 | $657.0K | 0.01% | +259+0.6% | Added |
| Saiph Capital, LLC | 46,200 | $658.4K | 0.25% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 46,600 | $664.0K | 0.17% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 46,970 | $669.3K | 0.00% | −684−1.4% | Reduced |
| Maryland State Retirement & Pension System | 47,640 | $678.9K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 47,858 | $682.0K | 0.00% | +2,324+5.1% | Added |
| Federation des caisses Desjardins du Quebec | 47,908 | $683.0K | 0.00% | +14,547+43.6% | Added |
| TIG Advisors, LLC | 49,450 | $704.7K | 0.03% | +49,450 | New |
| Utah Retirement Systems | 49,687 | $708.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50,145 | $714.6K | 0.16% | +3,255+6.9% | Added |
| Prime Capital Investment Advisors, LLC | 50,702 | $722.5K | 0.01% | −3,338−6.2% | Reduced |
| Resources Investment Advisors, LLC. | 50,764 | $723.4K | 0.01% | +340+0.7% | Added |
| Huntington National Bank | 51,447 | $733.1K | 0.00% | +17,713+52.5% | Added |
| Sequoia Financial Advisors, LLC | 52,362 | $746.2K | 0.00% | +10,220+24.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,624 | $749.9K | 0.00% | −250−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 52,650 | $750.3K | 0.01% | −8,474−13.9% | Reduced |
| M&T Bank Corp | 52,786 | $752.4K | 0.00% | −2,640−4.8% | Reduced |
| Titleist Asset Management, LLC | 52,945 | $754.5K | 0.06% | −93,323−63.8% | Reduced |
| Dark Forest Capital Management LP | 54,041 | $770.1K | 0.07% | −18,180−25.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 54,049 | $770.2K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54,848 | $781.6K | 0.04% | −2,730−4.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 55,468 | $790.0K | 0.01% | +55,468 | New |
| Parallax Volatility Advisers, L.P. | 49,892 | $793.8K | 0.04% | −162,266−76.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56,180 | $800.6K | 0.05% | +34,768+162.4% | Added |
| Second Half Financial Partners, LLC | 58,819 | $838.2K | 0.38% | +58,819 | New |
| Northwest & Ethical Investments L.P. | 56,813 | $854.5K | 0.02% | −17,332−23.4% | Reduced |
| Sanctuary Advisors, LLC | 60,709 | $865.1K | 0.00% | +5,607+10.2% | Added |
| RSM US Wealth Management LLC | 61,401 | $875.0K | 0.01% | +20,070+48.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,466 | $876.0K | 0.00% | −11,084−15.3% | Reduced |
| J. Safra Sarasin Holding AG | 61,988 | $883.3K | 0.02% | −283,477−82.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 62,486 | $890.4K | 0.04% | +18,168+41.0% | Added |
| Evergreen Capital Management LLC | 63,598 | $906.3K | 0.02% | −3,762−5.6% | Reduced |
| Pathstone Holdings, LLC | 63,685 | $907.5K | 0.00% | −2,073−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 64,105 | $913.5K | 0.02% | +64,105 | New |
| Persistent Asset Partners Ltd | 64,613 | $920.7K | 0.36% | +64,613 | New |
| First Eagle Investment Management, LLC | 64,764 | $922.9K | 0.00% | +3,044+4.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,992 | $926.1K | 0.00% | −12,202−15.8% | Reduced |
| Oppenheimer Asset Management Inc. | 65,044 | $926.9K | 0.01% | +5,332+8.9% | Added |
| CastleKnight Management LP | 65,700 | $936.2K | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 65,708 | $936.3K | 0.01% | +3,500+5.6% | Added |
| Gardner Lewis Asset Management L P | 66,000 | $940.5K | 0.20% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 66,529 | $948.0K | 0.06% | +21,672+48.3% | Added |
| Stratos Wealth Partners, LTD. | 67,517 | $962.1K | 0.01% | +3,535+5.5% | Added |
| State of Wyoming | 67,562 | $962.8K | 0.11% | +39,271+138.8% | Added |
| J. Goldman & Co LP | 68,150 | $971.1K | 0.04% | −1,320,488−95.1% | Reduced |
| Bank of Nova Scotia | 68,220 | $972.2K | 0.00% | −663,273−90.7% | Reduced |
| Aperture Investors, LLC | 68,541 | $976.7K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 68,757 | $979.8K | 0.00% | +19,875+40.7% | Added |
| HCR Wealth Advisors | 69,330 | $988.0K | 0.10% | −3,192−4.4% | Reduced |
| Snowden Capital Advisors LLC | 69,422 | $989.3K | 0.03% | +6,259+9.9% | Added |
| HighTower Advisors, LLC | 69,801 | $994.7K | 0.00% | +9,118+15.0% | Added |
| AlphaCore Capital LLC | 70,472 | $1.00M | 0.02% | +28,960+69.8% | Added |
| Gulf International Bank (UK) Ltd | 71,068 | $1.01M | 0.02% | +32,427+83.9% | Added |
| Perigon Wealth Management, LLC | 73,552 | $1.05M | 0.02% | −8,111−9.9% | Reduced |
| Mackenzie Financial Corp | 73,564 | $1.05M | 0.00% | +8,309+12.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 73,803 | $1.05M | 0.00% | −9,029−10.9% | Reduced |
| Fox Run Management, L.L.C. | 78,055 | $1.05M | 0.18% | +78,055 | New |
| Vontobel Holding Ltd. | 74,410 | $1.06M | 0.00% | +60,663+441.3% | Added |
| Cerity Partners LLC | 74,940 | $1.07M | 0.00% | +35,624+90.6% | Added |
| Elwood Capital Partners LP | 75,000 | $1.07M | 1.03% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 75,551 | $1.08M | 0.01% | +75,551 | New |
| Brooklands Fund Management Ltd | 75,860 | $1.08M | 1.42% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 76,121 | $1.08M | 0.05% | +5,942+8.5% | Added |
| Jain Global LLC | 76,647 | $1.09M | 0.01% | −351,597−82.1% | Reduced |
| Slotnik Capital, LLC | 77,762 | $1.11M | 0.33% | 00.0% | Unchanged |
| Gould Capital, LLC | 78,751 | $1.12M | 0.68% | −16,415−17.2% | Reduced |
| Freestone Capital Holdings, LLC | 79,205 | $1.13M | 0.03% | +4,399+5.9% | Added |
| Ostrum Asset Management | 79,435 | $1.13M | 0.06% | +20,073+33.8% | Added |
| STRS Ohio | 79,519 | $1.13M | 0.00% | −330.0% | Reduced |
| Advisors Asset Management, Inc. | 80,009 | $1.14M | 0.02% | −1,556−1.9% | Reduced |
| Aspen Grove Capital, LLC | 80,047 | $1.14M | 0.22% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80,093 | $1.14M | 0.01% | +130.0% | Added |
| Swiss Life Asset Management Ltd | 80,446 | $1.15M | 0.01% | +23,493+41.2% | Added |
| ASR Vermogensbeheer N.V. | 80,868 | $1.15M | 0.01% | +1,672+2.1% | Added |
| Simplex Trading, LLC | 82,169 | $1.17M | 0.04% | +82,169 | New |
| Janus Henderson Group PLC | 82,300 | $1.17M | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 83,464 | $1.19M | 0.00% | +28,268+51.2% | Added |
| Skopos Labs, Inc. | 84,286 | $1.20M | 0.04% | −27,156−24.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 84,447 | $1.20M | 0.31% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 84,826 | $1.21M | 0.00% | −170,559−66.8% | Reduced |
| Ensign Peak Advisors, Inc | 85,816 | $1.22M | 0.00% | −140,691−62.1% | Reduced |
| Bridgefront Capital, LLC | 85,953 | $1.22M | 0.30% | +48,057+126.8% | Added |
| Kryger Capital LLC | 87,393 | $1.25M | 0.09% | +87,393 | New |
| Kestra Advisory Services, LLC | 87,407 | $1.25M | 0.00% | −76,597−46.7% | Reduced |
| Daiwa Securities Group Inc. | 87,629 | $1.25M | 0.00% | +3,300+3.9% | Added |