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 3 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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 24,046 | $342.6K | 0.00% | −4,208−14.9% | Reduced |
| Capital Advisors Inc | 23,992 | $341.9K | 0.01% | +23,992 | New |
| Hunting Hill Global Capital, LLC | 23,825 | $339.5K | 0.41% | −26,072−52.3% | Reduced |
| Institute for Wealth Management, LLC. | 23,811 | $339.3K | 0.04% | +4,015+20.3% | Added |
| Tower Research Capital LLC (TRC) | 23,114 | $329.4K | 0.01% | +15,685+211.1% | Added |
| FLP Wealth Management, LLC | 22,942 | $326.9K | 0.67% | +7,716+50.7% | Added |
| E. Ohman J:or Asset Management AB | 22,764 | $324.4K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 22,365 | $318.7K | 0.05% | −178,315−88.9% | Reduced |
| Jump Financial, LLC | 22,239 | $316.9K | 0.00% | −164,956−88.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,101 | $314.9K | 0.00% | −3,317−13.0% | Reduced |
| Campbell Capital Management Inc | 22,000 | $314.0K | 0.15% | +22,000 | New |
| Corecam Pte. Ltd. | 21,783 | $310.4K | 0.13% | +5,247+31.7% | Added |
| Landscape Capital Management, L.L.C. | 21,652 | $308.5K | 0.02% | −3,874−15.2% | Reduced |
| Schroder Investment Management Group | 22,345 | $301.4K | 0.00% | +9,689+76.6% | Added |
| Kingswood Wealth Advisors, LLC | 20,856 | $297.2K | 0.01% | −35,622−63.1% | Reduced |
| Ritholtz Wealth Management | 20,736 | $295.5K | 0.01% | +2,010+10.7% | Added |
| Victory Financial Group, LLC | 20,619 | $293.8K | 0.04% | +20,619 | New |
| Carrera Capital Advisors | 20,597 | $293.5K | 0.05% | +20,597 | New |
| Vestcor Inc | 20,500 | $292.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 20,461 | $291.6K | 0.01% | −20,000−49.4% | Reduced |
| Dakota Wealth Management | 20,409 | $290.8K | 0.01% | +58+0.3% | Added |
| Keebeck Wealth Management, LLC | 20,341 | $289.9K | 0.03% | −14,934−42.3% | Reduced |
| Alamea Verwaltungs GmbH | 20,148 | $287.1K | 0.21% | +5,448+37.1% | Added |
| Capricorn Fund Managers Ltd | 20,068 | $286.0K | 0.04% | +20,068 | New |
| Alpine Global Management, LLC | 20,000 | $285.0K | 0.04% | −93,000−82.3% | Reduced |
| Keybank National Association | 19,943 | $284.2K | 0.00% | −2,119−9.6% | Reduced |
| Clear Wave Wealth Management LLC | 19,914 | $283.8K | 0.07% | +19,914 | New |
| Aigen Investment Management, LP | 19,686 | $280.5K | 0.07% | −58,506−74.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 19,673 | $280.3K | 0.00% | −6,091−23.6% | Reduced |
| Valeo Financial Advisors, LLC | 19,650 | $280.0K | 0.01% | −433−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 19,570 | $278.9K | 0.02% | −7,746−28.4% | Reduced |
| Jupiter Wealth Management LLC | 20,000 | $276.8K | 0.11% | +20,000 | New |
| National Philanthropic Trust | 19,348 | $275.7K | 0.00% | +6,900+55.4% | Added |
| Everhart Financial Group, Inc. | 19,322 | $275.3K | 0.02% | −553−2.8% | Reduced |
| Panagora Asset Management Inc | 19,118 | $272.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 19,000 | $270.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18,671 | $266.0K | 0.00% | +434+2.4% | Added |
| Greenleaf Trust | 18,567 | $264.6K | 0.00% | +292+1.6% | Added |
| RFG Advisory, LLC | 18,513 | $263.8K | 0.00% | −1,680−8.3% | Reduced |
| Levin Capital Strategies, L.P. | 18,407 | $262.3K | 0.02% | −2,000−9.8% | Reduced |
| 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 |
| Promethium Advisors,llc | 17,550 | $250.1K | 0.13% | +50+0.3% | Added |
| Trueblood Wealth Management, LLC | 17,207 | $245.2K | 0.10% | −2,835−14.1% | Reduced |
| 1832 Asset Management L.P. | 17,124 | $244.0K | 0.00% | −2,800,159−99.4% | Reduced |
| McAdam, LLC | 17,108 | $243.8K | 0.01% | +4,223+32.8% | Added |
| Yousif Capital Management, LLC | 16,924 | $241.2K | 0.00% | +4,950+41.3% | Added |
| Spartan Wealth Advisory Services LLC | 16,771 | $239.0K | 0.02% | +16,771 | New |
| Northern Lights Advisors, Inc. | 16,592 | $236.4K | 0.16% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 16,500 | $235.1K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 16,405 | $233.8K | 0.01% | −1,933−10.5% | Reduced |
| Elo Mutual Pension Insurance Co | 16,221 | $231.1K | 0.00% | +16,221 | New |
| Intrinsic Value Partners, LLC | 16,164 | $230.3K | 0.18% | −100−0.6% | Reduced |
| Oppenheimer & Co Inc | 16,153 | $230.2K | 0.00% | +5,342+49.4% | Added |
| Arkadios Wealth Advisors | 16,135 | $229.9K | 0.00% | +2,664+19.8% | Added |
| Thompson Davis & Co., Inc. | 16,100 | $229.4K | 0.15% | +16,100 | New |
| Harbour Investments, Inc. | 15,966 | $227.5K | 0.00% | +938+6.2% | Added |
| Jacobi Capital Management LLC | 15,885 | $226.4K | 0.01% | +205+1.3% | Added |
| Apollon Wealth Management, LLC | 15,786 | $225.0K | 0.00% | +1,781+12.7% | Added |
| Transcend Wealth Collective, LLC | 15,735 | $224.2K | 0.02% | +2,351+17.6% | Added |
| Ethic Inc. | 15,649 | $223.0K | 0.00% | +2,754+21.4% | Added |
| First Trust Advisors LP | 15,634 | $222.8K | 0.00% | −2,706−14.8% | Reduced |
| Momentum Wealth Planning, LLC | 15,500 | $220.9K | 0.20% | +2,700+21.1% | Added |
| SRS Capital Advisors, Inc. | 15,361 | $220.6K | 0.01% | −1,933−11.2% | Reduced |
| Hook Mill Capital Partners, LP | 15,445 | $220.1K | 0.02% | +3,585+30.2% | Added |
| MetLife Investment Management | 15,434 | $219.9K | 0.00% | +23+0.1% | Added |
| Pointe Capital Management LLC | 15,330 | $218.5K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,264 | $217.5K | 0.00% | +565+3.8% | Added |
| Concurrent Investment Advisors, LLC | 15,171 | $216.2K | 0.00% | +489+3.3% | Added |
| Concentric Capital Strategies, LP | 15,037 | $214.3K | 0.02% | +15,037 | New |
| Sig Brokerage, LP | 14,933 | $212.8K | 0.06% | −109,302−88.0% | Reduced |
| NewEdge Wealth, LLC | 14,457 | $206.0K | 0.00% | +1,253+9.5% | Added |
| Atomi Financial Group, Inc. | 14,201 | $202.4K | 0.01% | −2,691−15.9% | Reduced |
| Davenport & Co LLC | 14,199 | $202.3K | 0.00% | −12,703−47.2% | Reduced |
| Anchor Capital Advisors LLC | 13,975 | $199.1K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 13,695 | $195.0K | 0.01% | +12,845+1,511.2% | Added |
| SBI Securities Co., Ltd. | 13,502 | $192.4K | 0.01% | −1,053−7.2% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 13,467 | $191.9K | 0.00% | −30,401−69.3% | Reduced |
| Great Lakes Advisors, LLC | 13,172 | $187.7K | 0.00% | −536−3.9% | Reduced |
| Blueprint Investment Partners LLC | 13,060 | $186.1K | 0.02% | +13,060 | New |
| FDx Advisors, Inc. | 13,065 | $186.0K | 0.06% | +13,065 | New |
| Kestra Investment Management, LLC | 13,008 | $185.4K | 0.00% | +13,008 | New |
| Fidelis Capital Partners, LLC | 12,979 | $185.0K | 0.01% | −558−4.1% | Reduced |
| Cim Investment Mangement Inc | 12,828 | $182.8K | 0.05% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 12,812 | $182.6K | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 12,804 | $182.5K | 0.00% | −2,960−18.8% | Reduced |
| Massar Capital Management, LP | 12,740 | $181.5K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 12,706 | $181.1K | 0.00% | +12,706 | New |
| Pine Valley Investments Ltd Liability Co | 12,701 | $181.0K | 0.01% | −8,600−40.4% | Reduced |
| Corps Capital Advisors, LLC | 12,500 | $178.1K | 0.15% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,406 | $176.8K | 0.00% | −22,229−64.2% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $176.0K | 0.00% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 12,247 | $174.5K | 0.00% | −16−0.1% | Reduced |
| Callan Family Office, LLC | 12,138 | $173.0K | 0.00% | −7,973−39.6% | Reduced |
| Insigneo Advisory Services, LLC | 12,137 | $173.0K | 0.01% | −1,125−8.5% | Reduced |
| Prelude Capital Management, LLC | 11,820 | $168.4K | 0.01% | −8,180−40.9% | Reduced |
| MSA Advisors, LLC | 11,644 | $165.9K | 0.05% | +11,644 | New |
| Clear Harbor Asset Management, LLC | 11,630 | $165.7K | 0.01% | +1,000+9.4% | Added |
| Canada Pension Plan Investment Board | 11,598 | $165.3K | 0.00% | −1,578,077−99.3% | Reduced |
| Smartleaf Asset Management LLC | 12,237 | $165.1K | 0.01% | −9,753−44.4% | Reduced |