Rocket Companies, Inc.

RKT

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001805284

SEC filings (opens in a new tab)

In the last 90 days, Rocket Companies, Inc. insiders filed 0 open-market purchases and 1 sale; 797 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, Q2 2026

Institutional positions in Rocket Companies, Inc. as of Jun 30, 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: 797; −12 vs. Q1 2026
Shares held: 961.5M; +131.7M (+15.9%) vs. Q1 2026
Total value: $15.1B; +$3.32B (+28.1%) vs. Q1 2026
New holders: 126; 300 more added
Sold out: 138; 264 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 797 institutions

Value heldQ2 2026: $15.1B

Institutions holding RKT and their total value by quarter
Quarter	Holders	Value
Q2 2026	797	$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, Q2 2026

Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q1 2026.

Institutions holding RKT in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Pacer Advisors, Inc.	24	$0	0.00%	00.0%	Unchanged
Navigoe, LLC	1	$0	0.00%	+1	New
Darwin Advisors, LLC	0	$4	0.00%	0	New
Synergy Investment Management, LLC	1	$14	0.00%	+1	New
USA Financial Formulas	1	$16	0.00%	+1	New
CWM Advisors, LLC	2	$32	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	2	$32	0.00%	+2	New
Maryland Capital Advisors Inc.	2	$32	0.00%	+2	New
DecisionPoint Financial, LLC	6	$96	0.00%	+6	New
1015 Capital Partners, LLC	7	$110	0.00%	−6−46.2%	Reduced
Cordant, Inc.	7	$118	0.00%	+7	New
Berkshire Capital Holdings Inc	10	$158	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	10	$158	0.00%	00.0%	Unchanged
Hoese & Co LLP	11	$173	0.00%	+11	New
Principia Wealth Advisory, LLC	12	$189	0.00%	−15−55.6%	Reduced
Retirement Wealth Solutions LLC	12	$189	0.00%	−6−33.3%	Reduced
Signature Equity Partners, LLC	15	$236	0.00%	−29−65.9%	Reduced
DiNuzzo Private Wealth, Inc.	17	$268	0.00%	−30−63.8%	Reduced
Downshift Financial, LLC	19	$299	0.00%	+19	New
Trust Co	22	$347	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	22	$347	0.00%	+20+1,000.0%	Added
Planning Strategies Inc.	23	$362	0.00%	+23	New
WealthCollab, LLC	23	$363	0.00%	00.0%	Unchanged
Kilter Group LLC	24	$378	0.00%	+16+200.0%	Added
Davis Capital Management	24	$378	0.00%	+24	New
Asset Dedication, LLC	26	$410	0.00%	00.0%	Unchanged
NorthAvenue LLC	26	$410	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	29	$457	0.00%	+27+1,350.0%	Added
AdvisorNet Financial, Inc	32	$504	0.00%	+2+6.7%	Added
Stone House Investment Management, LLC	34	$536	0.00%	+34	New
Park Place Capital Corp	36	$567	0.00%	00.0%	Unchanged
Main Street Group, LTD	39	$614	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	40	$630	0.00%	+26+185.7%	Added
Armstrong Advisory Group, Inc	44	$693	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	44	$693	0.00%	+16+57.1%	Added
Bay Harbor Wealth Management, LLC	44	$693	0.00%	+29+193.3%	Added
Financial Consulate, Inc	46	$725	0.00%	−99−68.3%	Reduced
Winch Advisory Services, LLC	47	$740	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	48	$756	0.00%	+48	New
MV Capital Management, Inc.	50	$788	0.00%	−10−16.7%	Reduced
ORG Wealth Partners, LLC	55	$866	0.00%	00.0%	Unchanged
Montag A & Associates Inc	56	$885	0.00%	+17+43.6%	Added
Strategic Investment Solutions, Inc.	60	$945	0.00%	00.0%	Unchanged
SHP Wealth Management	62	$977	0.00%	−21−25.3%	Reduced
Elequin Capital LP	62	$977	0.00%	−6−8.8%	Reduced
TD Capital Management LLC	66	$1.04K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	66	$1.04K	0.00%	00.0%	Unchanged
Cullen/Frost Bankers, Inc.	72	$1.13K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	76	$1.20K	0.00%	+9+13.4%	Added
GHP Investment Advisors, Inc.	79	$1.25K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	82	$1.29K	0.00%	−458−84.8%	Reduced
Tidemark, LLC	84	$1.32K	0.00%	00.0%	Unchanged
Marshall Investment Management, LLC	90	$1.42K	0.00%	+90	New
Bell Investment Advisors, Inc	99	$1.56K	0.00%	−230−69.9%	Reduced
JPL Wealth Management, LLC	99	$1.56K	0.00%	+28+39.4%	Added
Archer Investment Corp	100	$1.57K	0.00%	00.0%	Unchanged
McMillan Office, Inc.	100	$1.57K	0.00%	00.0%	Unchanged
Axiom Investment Management LLC	100	$1.57K	0.00%	+100	New
Cornerstone Financial Management LLC	102	$1.61K	0.00%	+8+8.5%	Added
Anchor Investment Management, LLC	104	$1.64K	0.00%	+104	New
NVWM, LLC	105	$1.65K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	108	$1.70K	0.00%	+108	New
North Star Investment Management Corp.	115	$1.81K	0.00%	+84+271.0%	Added
Rialto Wealth Management, LLC	115	$1.81K	0.00%	+70+155.6%	Added
Godfrey Financial Associates, Inc.	132	$2.08K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	138	$2.17K	0.00%	+138	New
Fourth Dimension Wealth, LLC	140	$2.21K	0.00%	+136+3,400.0%	Added
Cornerstone Planning Group LLC	178	$2.39K	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	159	$2.50K	0.00%	+159	New
Glen Eagle Advisors, LLC	172	$2.71K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	175	$2.76K	0.00%	+175	New
Colonial Trust Co	182	$2.87K	0.00%	+9+5.2%	Added
Umb Bank N A	186	$2.93K	0.00%	−2,297−92.5%	Reduced
HM Payson & Co	187	$2.95K	0.00%	+72+62.6%	Added
Rakuten Securities, Inc.	189	$2.98K	0.00%	−173−47.8%	Reduced
Moisand Fitzgerald Tamayo, LLC	200	$3.15K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	224	$3.53K	0.00%	+124+124.0%	Added
Ares Financial Consulting, LLC	250	$3.94K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	252	$3.97K	0.00%	+131+108.3%	Added
Meeder Asset Management Inc	264	$4.16K	0.00%	+68+34.7%	Added
Torren Management, LLC	275	$4.33K	0.00%	00.0%	Unchanged
Legacy Bridge, LLC	275	$4.33K	0.00%	00.0%	Unchanged
Deseret Mutual Benefit Administrators	283	$4.46K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	288	$4.54K	0.00%	00.0%	Unchanged
Highland Investment Advisors LLC	292	$4.60K	0.00%	+292	New
Cromwell Holdings LLC	294	$4.63K	0.00%	+135+84.9%	Added
Trust Co of Vermont	294	$4.63K	0.00%	+294	New
Triumph Capital Management	300	$4.72K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	307	$4.83K	0.00%	+296+2,690.9%	Added
Activest Wealth Management	308	$4.85K	0.00%	+306+15,300.0%	Added
Cherry Tree Wealth Management, LLC	319	$5.03K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	325	$5.12K	0.00%	+143+78.6%	Added
Bradley & Co. Private Wealth Management, LLC	348	$5.48K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	352	$5.54K	0.00%	+352	New
HighMark Wealth Management LLC	367	$5.78K	0.00%	+201+121.1%	Added
First Command Advisory Services, Inc.	388	$6.11K	0.00%	+348+870.0%	Added
Silver Grove Financial Group, Inc.	413	$6.50K	0.00%	+413	New
Grove Bank & Trust	443	$6.98K	0.00%	−345−43.8%	Reduced
Action Point Financial Planning, LLC	502	$7.86K	0.00%	+502	New
Murphy & Mullick Capital Management Corp	500	$7.88K	0.00%	00.0%	Unchanged