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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 227,420 | $3.24M | 0.19% | +67,320+42.0% | Added |
| Motley Fool Asset Management LLC | 228,181 | $3.25M | 0.14% | −34,355−13.1% | Reduced |
| SummitTX Capital, L.P. | 237,781 | $3.39M | 0.11% | −22,013−8.5% | Reduced |
| Warren Averett Asset Management, LLC | 238,335 | $3.40M | 0.03% | −916−0.4% | Reduced |
| Nomura Asset Management International Inc. | 239,925 | $3.42M | 0.01% | −76,788−24.2% | Reduced |
| Tiptree Advisors, LLC | 250,000 | $3.56M | 2.07% | −399,700−61.5% | Reduced |
| Arizona State Retirement System | 252,406 | $3.60M | 0.02% | −3,548−1.4% | Reduced |
| Trexquant Investment LP | 258,247 | $3.68M | 0.03% | +258,247 | New |
| Resona Asset Management Co.,Ltd. | 262,084 | $3.71M | 0.02% | −10,839−4.0% | Reduced |
| Kennondale Capital Management LLC | 263,712 | $3.76M | 2.71% | −794−0.3% | Reduced |
| Tredje AP-fonden | 270,467 | $3.85M | 0.02% | +270,467 | New |
| Marietta Wealth Management, LLC | 271,464 | $3.87M | 0.46% | +271,464 | New |
| Bridgewater Advisors Inc. | 286,808 | $3.87M | 0.23% | +45,806+19.0% | Added |
| South Dakota Investment Council | 272,589 | $3.88M | 0.07% | −31,667−10.4% | Reduced |
| Royal Fund Management, LLC | 272,640 | $3.89M | 0.37% | −10,200−3.6% | Reduced |
| Scholtz & Company, LLC | 273,725 | $3.90M | 2.00% | +19,427+7.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 274,034 | $3.90M | 0.02% | −36,513−11.8% | Reduced |
| Fifth Third Bancorp | 274,899 | $3.92M | 0.01% | +120,617+78.2% | Added |
| Natixis Advisors, L.P. | 275,159 | $3.92M | 0.01% | +8,128+3.0% | Added |
| Lord, Abbett & Co. LLC | 277,328 | $3.95M | 0.01% | +277,328 | New |
| Danske Bank A/S | 278,000 | $3.96M | 0.01% | +9,800+3.7% | Added |
| Storebrand Asset Management AS | 279,987 | $3.99M | 0.01% | +31,263+12.6% | Added |
| Lincoln Capital Corp | 281,050 | $4.00M | 1.47% | +8,148+3.0% | Added |
| Beck Mack & Oliver LLC | 285,000 | $4.06M | 0.08% | +20,000+7.5% | Added |
| Natixis | 287,067 | $4.09M | 0.02% | +287,067 | New |
| Nomura Asset Management Co Ltd | 289,059 | $4.12M | 0.01% | +11,859+4.3% | Added |
| Allianz Asset Management GmbH | 289,656 | $4.13M | 0.00% | −763−0.3% | Reduced |
| Principal Financial Group Inc | 297,099 | $4.23M | 0.00% | −128,340−30.2% | Reduced |
| Axon Capital LP | 298,000 | $4.25M | 8.31% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 299,080 | $4.26M | 0.00% | −10,886−3.5% | Reduced |
| TD Asset Management Inc | 299,297 | $4.26M | 0.00% | −47,340−13.7% | Reduced |
| Axq Capital, LP | 303,319 | $4.32M | 0.56% | +139,477+85.1% | Added |
| Havemeyer Place LP | 306,234 | $4.36M | 0.50% | +306,234 | New |
| Engineers Gate Manager LP | 308,840 | $4.40M | 0.06% | +308,840 | New |
| Sciencast Management LP | 317,568 | $4.53M | 0.58% | +296,963+1,441.2% | Added |
| IMC-Chicago, LLC | 318,761 | $4.54M | 0.07% | +157,944+98.2% | Added |
| KLP Kapitalforvaltning AS | 319,700 | $4.56M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 319,951 | $4.56M | 0.02% | −2,491−0.8% | Reduced |
| Capital Fund Management S.A. | 322,015 | $4.59M | 0.04% | −1,756,590−84.5% | Reduced |
| Mount Lucas Management LP | 323,000 | $4.60M | 1.70% | +290,000+878.8% | Added |
| Hantz Financial Services, Inc. | 326,429 | $4.65M | 0.07% | −195,994−37.5% | Reduced |
| Venture Visionary Partners LLC | 332,050 | $4.73M | 0.16% | +117,411+54.7% | Added |
| Mercer Global Advisors Inc | 339,426 | $4.84M | 0.01% | +1,087+0.3% | Added |
| Cetera Investment Advisers | 343,341 | $4.89M | 0.01% | −10,996−3.1% | Reduced |
| Karl Kapital LLC | 344,556 | $4.91M | 3.40% | +344,556 | New |
| Compass Wealth Management LLC | 344,571 | $4.91M | 1.21% | +68,673+24.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 344,786 | $4.91M | 0.03% | +92,686+36.8% | Added |
| Asset Management One Co.,Ltd. | 346,836 | $4.94M | 0.01% | +3,426+1.0% | Added |
| Sone Capital Management, LLC | 347,926 | $4.96M | 0.42% | −95,770−21.6% | Reduced |
| WCG Wealth Advisors LLC | 356,916 | $5.09M | 0.14% | +68,995+24.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 363,855 | $5.18M | 0.01% | +289+0.1% | Added |
| Stifel Financial Corp | 370,834 | $5.28M | 0.00% | +49,268+15.3% | Added |
| Great West Life Assurance Co | 378,793 | $5.42M | 0.01% | +300+0.1% | Added |
| Commonwealth Equity Services, LLC | 384,826 | $5.48M | 0.01% | +20,625+5.7% | Added |
| Cander Asset Management LP | 389,980 | $5.56M | 1.00% | +276,493+243.6% | Added |
| Vanguard Global Advisers, LLC | 391,740 | $5.58M | 0.00% | +391,740 | New |
| Treasurer of the State of North Carolina | 403,063 | $5.74M | 0.02% | +8,592+2.2% | Added |
| Vanguard Investments Australia, Ltd. | 424,316 | $6.05M | 0.02% | +424,316 | New |
| Mediolanum International Funds Ltd | 450,557 | $6.08M | 0.06% | −325,353−41.9% | Reduced |
| Nierenberg Investment Management Company, Inc. | 429,631 | $6.12M | 3.05% | −907,000−67.9% | Reduced |
| Mariner, LLC | 441,449 | $6.29M | 0.01% | +282,191+177.2% | Added |
| Defiance ETFs, LLC | 470,964 | $6.71M | 0.10% | +470,964 | New |
| New York State Common Retirement Fund | 472,468 | $6.73M | 0.01% | +73,200+18.3% | Added |
| State of Wisconsin Investment Board | 478,989 | $6.83M | 0.02% | −56,258−10.5% | Reduced |
| Vanguard Asset Management, Ltd | 482,770 | $6.88M | 0.01% | +482,770 | New |
| Schonfeld Strategic Advisors LLC | 494,524 | $7.05M | 0.06% | −121,885−19.8% | Reduced |
| Alliancebernstein L.P. | 364,152 | $7.05M | 0.00% | −387,573−51.6% | Reduced |
| Creative Planning | 522,202 | $7.44M | 0.01% | +12,030+2.4% | Added |
| Aviva PLC | 552,848 | $7.88M | 0.01% | +58,504+11.8% | Added |
| Holocene Advisors, LP | 559,401 | $7.97M | 0.02% | −6,370,973−91.9% | Reduced |
| Public Employees Retirement System of Ohio | 561,187 | $8.00M | 0.03% | +39,631+7.6% | Added |
| Alight Capital Management LP | 575,000 | $8.19M | 2.38% | −125,000−17.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 590,245 | $8.41M | 0.02% | +14,591+2.5% | Added |
| Summit Financial, LLC | 590,262 | $8.41M | 0.11% | +28,201+5.0% | Added |
| GFG Capital, LLC | 590,612 | $8.42M | 2.69% | +8,718+1.5% | Added |
| Kinetic Partners Management, LP | 602,600 | $8.59M | 0.48% | +602,600 | New |
| Man Group plc | 616,672 | $8.79M | 0.02% | +616,672 | New |
| Barclays PLC | 627,031 | $8.94M | 0.00% | −74,475−10.6% | Reduced |
| Brevan Howard Capital Management LP | 652,034 | $9.29M | 0.10% | +394,288+153.0% | Added |
| Hudson Bay Capital Management LP | 653,956 | $9.32M | 0.06% | +141,287+27.6% | Added |
| DSC Meridian Capital LP | 659,400 | $9.40M | 3.97% | 00.0% | Unchanged |
| Triavera Capital LLC | 666,950 | $9.50M | 5.68% | −80,000−10.7% | Reduced |
| AQR Capital Management LLC | 679,745 | $9.53M | 0.00% | +437,520+180.6% | Added |
| HSBC Holdings PLC | 670,687 | $9.56M | 0.01% | −584,286−46.6% | Reduced |
| Walleye Capital LLC | 709,736 | $10.1M | 0.06% | −1,140,471−61.6% | Reduced |
| Boothbay Fund Management, LLC | 715,484 | $10.2M | 0.24% | −185,114−20.6% | Reduced |
| Andra AP-fonden | 729,357 | $10.4M | 0.13% | +236,632+48.0% | Added |
| Private Advisory Group LLC | 729,871 | $10.4M | 0.72% | +34,259+4.9% | Added |
| Philip James Wealth Mangement, LLC | 744,381 | $10.6M | 1.22% | −11,177−1.5% | Reduced |
| D.A. Davidson & Co. | 756,926 | $10.8M | 0.07% | +29,984+4.1% | Added |
| State Board of Administration of Florida Retirement System | 765,048 | $10.9M | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 766,574 | $10.9M | 0.02% | −14,653−1.9% | Reduced |
| KBC Group NV | 775,246 | $11.0M | 0.03% | +627,677+425.3% | Added |
| Wealthspire Advisors, LLC | 792,321 | $11.3M | 0.09% | −3,076−0.4% | Reduced |
| Winton Group Ltd | 831,624 | $11.9M | 0.42% | +85,932+11.5% | Added |
| California Public Employees Retirement System | 846,198 | $12.1M | 0.01% | +646,198+323.1% | Added |
| Discovery Capital Management, LLC | 884,300 | $12.6M | 0.65% | +884,300 | New |
| Squarepoint Ops LLC | 889,076 | $12.7M | 0.03% | +889,076 | New |
| Thames Capital Management LLC | 932,268 | $13.3M | 2.38% | −6,391−0.7% | Reduced |
| Sierra Summit Advisors LLC | 956,485 | $13.6M | 1.98% | +40,910+4.5% | Added |