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 2 sales; 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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 46,600 | $664.0K | 0.17% | 00.0% | Unchanged |
| Saiph Capital, LLC | 46,200 | $658.4K | 0.25% | 00.0% | Unchanged |
| Amalgamated Bank | 46,116 | $657.0K | 0.01% | +259+0.6% | Added |
| Lido Advisors, LLC | 46,069 | $656.5K | 0.00% | +46,069 | New |
| Osmosis Investment Management UK Ltd | 44,669 | $636.5K | 0.02% | +44,669 | New |
| GWM Advisors LLC | 44,434 | $633.2K | 0.00% | +21,765+96.0% | Added |
| Morse Asset Management, Inc | 44,030 | $627.4K | 0.13% | +21,630+96.6% | Added |
| Colonial River Wealth Management, LLC | 42,709 | $608.6K | 0.22% | +6,682+18.5% | Added |
| Nomura Holdings Inc | 42,658 | $607.9K | 0.01% | +30,715+257.2% | Added |
| Massmutual Trust Co FSB | 42,602 | $607.1K | 0.02% | −115−0.3% | Reduced |
| Cresset Asset Management, LLC | 42,170 | $600.9K | 0.00% | +16,680+65.4% | Added |
| Midwest Trust Co | 41,705 | $594.3K | 0.01% | +289+0.7% | Added |
| Prudential Financial Inc | 41,525 | $591.7K | 0.00% | −4,145−9.1% | Reduced |
| Rockefeller Capital Management L.P. | 41,355 | $589.3K | 0.00% | +13,174+46.7% | Added |
| One68 Global Capital, LLC | 41,000 | $584.3K | 1.89% | +41,000 | New |
| Fiduciary Trust Co | 39,600 | $564.3K | 0.01% | +14,719+59.2% | Added |
| Summit Trail Advisors, LLC | 39,536 | $563.4K | 0.01% | −2,913−6.9% | Reduced |
| Whalen Wealth Management Inc. | 39,412 | $561.6K | 0.30% | +16,126+69.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 39,186 | $558.4K | 0.08% | +39,186 | New |
| Aptus Capital Advisors, LLC | 39,132 | $557.6K | 0.00% | −29,940−43.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,121 | $557.5K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 39,081 | $556.9K | 0.19% | −40,614−51.0% | Reduced |
| Intercapital, LLC | 38,145 | $543.6K | 0.30% | 00.0% | Unchanged |
| Aristeia Capital LLC | 37,688 | $537.1K | 0.01% | +11,726+45.2% | Added |
| Carlson Capital L P | 37,500 | $534.4K | 0.21% | +37,500 | New |
| U.S. Capital Wealth Advisors, LLC | 36,902 | $525.9K | 0.01% | +36,902 | New |
| HMS Capital Management, LLC | 36,710 | $523.1K | 0.20% | −13,588−27.0% | Reduced |
| Sivia Capital Partners, LLC | 36,663 | $522.4K | 0.10% | +1,965+5.7% | Added |
| Principal Securities, Inc. | 36,634 | $522.0K | 0.01% | +36,634 | New |
| SCS Capital Management LLC | 36,575 | $521.2K | 0.01% | −672−1.8% | Reduced |
| Private Capital Management, LLC | 36,550 | $520.8K | 0.05% | +36,550 | New |
| Nisa Investment Advisors, LLC | 36,512 | $520.3K | 0.00% | −81,997−69.2% | Reduced |
| Gsa Capital Partners LLP | 36,296 | $517.0K | 0.03% | +36,296 | New |
| QRG Capital Management, Inc. | 36,239 | $516.4K | 0.01% | +17,741+95.9% | Added |
| Credit Agricole S A | 36,001 | $513.0K | 0.00% | +4,774+15.3% | Added |
| Woodline Partners LP | 35,958 | $512.4K | 0.00% | +19,039+112.5% | Added |
| Merit Financial Group, LLC | 35,828 | $510.5K | 0.00% | +8,408+30.7% | Added |
| Beirne Wealth Consulting Services, LLC | 35,750 | $509.4K | 0.14% | −22,000−38.1% | Reduced |
| MorganRosel Wealth Management, LLC | 35,351 | $503.8K | 0.20% | −25,725−42.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,273 | $502.6K | 0.01% | +35,273 | New |
| Abacus Wealth Partners, LLC | 35,172 | $501.2K | 0.05% | −17,441−33.1% | Reduced |
| Castleark Management LLC | 34,960 | $498.2K | 0.02% | −446,600−92.7% | Reduced |
| VELA Investment Management, LLC | 34,876 | $497.0K | 0.13% | −8,211−19.1% | Reduced |
| Saudi Central Bank | 33,909 | $483.2K | 0.01% | +33,909 | New |
| Cambria Investment Management, L.P. | 33,579 | $478.5K | 0.03% | +11,160+49.8% | Added |
| Farther Finance Advisors, LLC | 33,010 | $476.3K | 0.00% | +5,554+20.2% | Added |
| Atria Investments LLC | 32,982 | $470.0K | 0.01% | +13,189+66.6% | Added |
| Equitable Trust Co | 32,856 | $468.2K | 0.02% | +5,970+22.2% | Added |
| Sierra Capital LLC | 32,732 | $466.0K | 0.05% | −4,115−11.2% | Reduced |
| Encompass More Asset Management | 32,538 | $463.7K | 0.08% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 32,457 | $462.5K | 0.05% | −32,642−50.1% | Reduced |
| Fairfield, Bush & Co. | 32,405 | $461.8K | 0.26% | −2,521−7.2% | Reduced |
| Blueshift Asset Management, LLC | 31,983 | $455.8K | 0.14% | +16,454+106.0% | Added |
| Polymer Capital Management (US) LLC | 31,899 | $454.6K | 0.07% | −10,316−24.4% | Reduced |
| Sterling Capital Management LLC | 31,802 | $453.2K | 0.01% | −24,015−43.0% | Reduced |
| Macquarie Group Ltd | 31,342 | $446.6K | 0.00% | −7,586−19.5% | Reduced |
| Van Eck Associates Corp | 31,001 | $442.0K | 0.00% | +13,677+78.9% | Added |
| US Bancorp | 30,601 | $436.1K | 0.00% | −1,215−3.8% | Reduced |
| CAPROCK Group, Inc. | 30,437 | $433.7K | 0.01% | +7,099+30.4% | Added |
| EverSource Wealth Advisors, LLC | 29,872 | $425.7K | 0.01% | +11,394+61.7% | Added |
| Abn Amro Investment Solutions | 29,252 | $416.8K | 0.01% | +29,252 | New |
| Bleakley Financial Group, LLC | 29,051 | $414.0K | 0.01% | +300+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 28,800 | $410.4K | 0.02% | +5,800+25.2% | Added |
| Gateway Investment Advisers LLC | 28,722 | $409.3K | 0.00% | +28,722 | New |
| Pensionmark Financial Group, LLC | 28,667 | $408.5K | 0.01% | +1,489+5.5% | Added |
| Abel Hall, LLC | 28,333 | $403.7K | 0.09% | +4,953+21.2% | Added |
| Wolverine Asset Management LLC | 28,001 | $399.0K | 0.01% | −15,600−35.8% | Reduced |
| Schwab Charitable Fund | 27,951 | $398.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 27,863 | $397.0K | 0.00% | +893+3.3% | Added |
| Signaturefd, LLC | 27,478 | $391.6K | 0.01% | +3,262+13.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,007 | $389.1K | 0.00% | −85,862−76.8% | Reduced |
| Franklin Resources Inc | 27,291 | $388.9K | 0.00% | −164−0.6% | Reduced |
| Coldstream Capital Management Inc | 27,218 | $387.9K | 0.00% | +9,474+53.4% | Added |
| North Dakota State Investment Board | 27,212 | $387.8K | 0.02% | −6,224−18.6% | 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 |
| Royal London Asset Management Ltd | 27,091 | $386.0K | 0.00% | −5,874−17.8% | Reduced |
| CAP Partners, LLC | 26,950 | $384.0K | 0.22% | −308−1.1% | Reduced |
| DRW Securities, LLC | 26,848 | $382.6K | 0.02% | +14,192+112.1% | Added |
| Bluebird Wealth Management LLC | 26,843 | $382.5K | 0.39% | +633+2.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 26,570 | $378.6K | 0.00% | 00.0% | Unchanged |
| Cynosure Management, LLC | 26,226 | $373.7K | 0.05% | +26,226 | New |
| Wedmont Private Capital | 24,389 | $370.7K | 0.01% | +1,086+4.7% | Added |
| Greenland Capital Management LP | 26,000 | $370.5K | 0.07% | +14,000+116.7% | Added |
| HB Wealth Management, LLC | 25,782 | $367.4K | 0.00% | +3,698+16.7% | Added |
| Machina Capital S.A.S. | 25,660 | $365.7K | 0.07% | +25,660 | New |
| Jefferies Financial Group Inc. | 25,516 | $363.6K | 0.00% | −205,592−89.0% | Reduced |
| Prudential PLC | 25,464 | $362.9K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 25,289 | $360.4K | 0.00% | −34−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,279 | $360.2K | 0.00% | 00.0% | Unchanged |
| Burney Co | 25,148 | $358.4K | 0.01% | −288,065−92.0% | Reduced |
| Banque Cantonale Vaudoise | 25,119 | $358.0K | 0.01% | +20,424+435.0% | Added |
| Janney Montgomery Scott LLC | 25,066 | $357.0K | 0.00% | −16,689−40.0% | Reduced |
| GEM Realty Capital | 25,034 | $356.7K | 0.04% | −1,194,093−97.9% | Reduced |
| United Capital Financial Advisers, LLC | 25,008 | $356.4K | 0.00% | +2,348+10.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,770 | $353.0K | 0.02% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 24,563 | $350.0K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 24,270 | $345.8K | 0.00% | +500+2.1% | Added |
| 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 |