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 |
|---|---|---|---|---|---|
| Panoramic Investment Advisors, LLC | 11,450 | $163.2K | 0.09% | +200+1.8% | Added |
| OpenArc Corporate Advisory, LLC | 11,318 | $161.3K | 0.00% | −1,193−9.5% | Reduced |
| Verus Financial Partners, Inc. | 10,214 | $161.0K | 0.01% | +10,214 | New |
| Citizens Financial Group Inc | 11,256 | $160.4K | 0.00% | +11,256 | New |
| Red Door Wealth Management, LLC | 11,138 | $158.7K | 0.02% | +698+6.7% | Added |
| Laurel Oak Wealth Management, LLC | 11,070 | $157.7K | 0.03% | −2,685−19.5% | Reduced |
| Maridea Wealth Management LLC | 10,958 | $156.1K | 0.02% | +10,958 | New |
| Chase Investment Counsel Corp | 10,912 | $155.0K | 0.04% | −6,149−36.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,634 | $151.5K | 0.00% | −2,694−20.2% | Reduced |
| Kovack Advisors, Inc. | 10,471 | $151.1K | 0.01% | +10,471 | New |
| Private Trust Co NA | 10,573 | $150.7K | 0.01% | +801+8.2% | Added |
| Meeder Advisory Services, Inc. | 10,564 | $150.5K | 0.01% | +10,564 | New |
| EP Wealth Advisors, LLC | 10,427 | $148.6K | 0.00% | +10,427 | New |
| Oak Thistle LLC | 10,404 | $148.3K | 0.01% | +10,404 | New |
| Garner Asset Management Corp | 10,269 | $146.3K | 0.06% | −500−4.6% | Reduced |
| Knollwood Investment Advisory, LLC | 10,208 | $145.5K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,176 | $145.0K | 0.00% | −869−7.9% | Reduced |
| Goldstein Advisors, LLC | 10,125 | $144.3K | 0.02% | +10,125 | New |
| Maxi Investments CY Ltd | 10,000 | $143.0K | 0.03% | +10,000 | New |
| Daymark Wealth Partners, LLC | 10,008 | $142.6K | 0.00% | +10,008 | New |
| Excelsior Advisor Network LLC | 10,000 | $142.5K | 0.05% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 10,000 | $142.5K | 0.17% | +10,000 | New |
| IFP Advisors, Inc | 9,805 | $139.7K | 0.00% | +1,166+13.5% | Added |
| MAI Capital Management | 9,776 | $139.3K | 0.00% | +7,038+257.0% | Added |
| Innovative Asset Advisors Group, LLC | 9,150 | $130.4K | 0.08% | +9,150 | New |
| Leonteq Securities AG | 9,118 | $129.9K | 0.01% | +5,425+146.9% | Added |
| Versant Capital Management, Inc | 8,302 | $118.3K | 0.01% | −316−3.7% | Reduced |
| Parallel Advisors, LLC | 7,712 | $109.9K | 0.00% | +29+0.4% | Added |
| Belvedere Trading LLC | 7,429 | $105.9K | 0.01% | −12,573−62.9% | Reduced |
| Advisory Services Network, LLC | 7,385 | $105.2K | 0.00% | −5,048−40.6% | Reduced |
| Allworth Financial LP | 7,271 | $103.6K | 0.00% | −752−9.4% | Reduced |
| Centaurus Financial, Inc. | 7,113 | $101.0K | 0.00% | +7,113 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,885 | $98.1K | 0.00% | −1,362−16.5% | Reduced |
| Bessemer Group Inc | 6,905 | $98.0K | 0.00% | +214+3.2% | Added |
| Bryn Mawr Trust Co | 6,800 | $96.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,448 | $91.9K | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,369 | $90.8K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6,130 | $87.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,819 | $82.9K | 0.01% | −4,391−43.0% | Reduced |
| Salem Investment Counselors Inc | 5,500 | $78.4K | 0.00% | +5,500 | New |
| Cheviot Value Management, LLC | 5,408 | $77.1K | 0.01% | +1,500+38.4% | Added |
| Spire Wealth Management | 5,388 | $76.8K | 0.00% | −16,929−75.9% | Reduced |
| Parkside Financial Bank & Trust | 5,255 | $74.9K | 0.01% | −203−3.7% | Reduced |
| Valley National Advisers Inc | 4,941 | $70.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,416 | $62.9K | 0.00% | −103−2.3% | Reduced |
| Los Angeles Capital Management LLC | 4,373 | $62.3K | 0.00% | −17,660−80.2% | Reduced |
| TFC Financial Management | 4,319 | $61.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,290 | $61.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,212 | $60.0K | 0.03% | +4,212 | New |
| Caitong International Asset Management Co., Ltd | 3,988 | $56.8K | 0.01% | +1,108+38.5% | Added |
| V-Square Quantitative Management LLC | 3,806 | $54.2K | 0.01% | +438+13.0% | Added |
| DHJJ Financial Advisors, Ltd. | 3,668 | $52.3K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,664 | $52.2K | 0.00% | +3,297+898.4% | Added |
| Purpose Unlimited Inc. | 3,575 | $51.0K | 0.00% | −30,750−89.6% | Reduced |
| PEAK6 LLC | 3,502 | $49.9K | 0.00% | −20,367−85.3% | Reduced |
| Miller Wealth Advisors, LLC | 3,475 | $49.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,470 | $49.4K | 0.00% | +300+9.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,525 | $49.4K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 3,342 | $47.6K | 0.00% | +3,342 | New |
| Westside Investment Management, Inc. | 2,860 | $42.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,915 | $41.5K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,841 | $40.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,813 | $40.1K | 0.01% | +67+2.4% | Added |
| Exchange Traded Concepts, LLC | 2,756 | $39.3K | 0.00% | −244,301−98.9% | Reduced |
| Asset Planning,Inc | 2,750 | $39.2K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,638 | $37.6K | 0.03% | +211+8.7% | Added |
| Mather Group, LLC. | 2,601 | $37.1K | 0.00% | +2,601 | New |
| Umb Bank N A | 2,483 | $35.4K | 0.00% | +2,320+1,423.3% | Added |
| Capital Advisors, Ltd. LLC | 2,449 | $35.0K | 0.00% | −44−1.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,410 | $34.3K | 0.00% | +2,410 | New |
| Keating Financial Advisory Services, Inc. | 2,284 | $32.5K | 0.01% | +56+2.5% | Added |
| First Horizon Corp | 2,221 | $31.6K | 0.00% | −835−27.3% | Reduced |
| Creative Financial Designs Inc | 2,218 | $31.6K | 0.00% | +558+33.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,974 | $28.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,650 | $24.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,672 | $23.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,587 | $22.9K | 0.00% | +151+10.5% | Added |
| City State Bank | 1,550 | $22.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,543 | $22.0K | 0.00% | −1,987−56.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,504 | $21.7K | 0.00% | +1,067+244.2% | Added |
| Acumen Wealth Advisors, LLC | 1,364 | $19.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,300 | $18.5K | 0.01% | +1,300 | New |
| Berbice Capital Management LLC | 1,200 | $17.1K | 0.01% | +400+50.0% | Added |
| Garden State Investment Advisory Services LLC | 1,200 | $17.1K | 0.00% | +1,200 | New |
| Twin Peaks Wealth Advisors, LLC | 1,103 | $15.7K | 0.00% | +1,103 | New |
| Central Trust Co | 1,083 | $15.4K | 0.00% | +1,083 | New |
| Oakum Bay Capital LLC | 1,000 | $14.3K | 0.01% | −1,500−60.0% | Reduced |
| McIlrath & Eck, LLC | 1,000 | $14.3K | 0.00% | +1,000 | New |
| Pinnacle Bancorp, Inc. | 984 | $14.0K | 0.00% | −519−34.5% | Reduced |
| Contravisory Investment Management, Inc. | 969 | $13.8K | 0.00% | −241−19.9% | Reduced |
| Zions Bancorporation, National Association | 932 | $13.3K | 0.00% | +193+26.1% | Added |
| Solstein Capital, LLC | 930 | $13.3K | 0.01% | +430+86.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 923 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 841 | $12.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 837 | $11.9K | 0.00% | +451+116.8% | Added |
| Larson Financial Group LLC | 831 | $11.8K | 0.00% | −3,325−80.0% | Reduced |
| LRI Investments, LLC | 830 | $11.8K | 0.00% | +173+26.3% | Added |
| Rossby Financial, LCC | 784 | $11.3K | 0.00% | +784 | New |
| Marshall & Sterling Wealth Advisors Inc. | 792 | $11.3K | 0.01% | 00.0% | Unchanged |