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; 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 521 | $8.21K | 0.00% | +40+8.3% | Added |
| Fortitude Family Office, LLC | 555 | $8.74K | 0.00% | +48+9.5% | Added |
| Avion Wealth | 634 | $9.00K | 0.00% | +71+12.6% | Added |
| Rossby Financial, LCC | 573 | $9.03K | 0.00% | −211−26.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 574 | $9.04K | 0.00% | −3,414−85.6% | Reduced |
| United Financial Planning Group LLC | 590 | $9.29K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 600 | $9.45K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 625 | $10.0K | 0.01% | +63+11.2% | Added |
| Atlantic Union Bankshares Corp | 674 | $10.6K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 729 | $11.5K | 0.00% | +509+231.4% | Added |
| Solstein Capital, LLC | 740 | $11.7K | 0.00% | −190−20.4% | Reduced |
| Bare Financial Services, Inc | 758 | $11.9K | 0.00% | +54+7.7% | Added |
| True Wealth Design, LLC | 758 | $11.9K | 0.00% | +630+492.2% | Added |
| Pinnacle Bancorp, Inc. | 834 | $13.1K | 0.00% | −150−15.2% | Reduced |
| Private Wealth Asset Management, LLC | 841 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 849 | $13.4K | 0.00% | +849 | New |
| Pension & Wealth Management Advisors, Inc. | 850 | $13.4K | 0.00% | +850 | New |
| Marshall & Sterling Wealth Advisors Inc. | 869 | $13.7K | 0.01% | +77+9.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 923 | $14.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 1,000 | $15.8K | 0.00% | +163+19.5% | Added |
| Acumen Wealth Advisors, LLC | 1,100 | $17.3K | 0.00% | −264−19.4% | Reduced |
| First Horizon Corp | 1,104 | $17.4K | 0.00% | −1,117−50.3% | Reduced |
| Quent Capital, LLC | 1,123 | $17.7K | 0.00% | +699+164.9% | Added |
| TD Waterhouse Canada Inc. | 1,164 | $18.4K | 0.00% | −340−22.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,171 | $18.4K | 0.00% | +471+67.3% | Added |
| Ionic Capital Management LLC | 1,266 | $19.9K | 0.02% | +1,266 | New |
| Creative Financial Designs Inc | 1,268 | $20.0K | 0.00% | −950−42.8% | Reduced |
| Larson Financial Group LLC | 1,270 | $20.0K | 0.00% | +439+52.8% | Added |
| Anchor Bay Capital, Inc. | 1,489 | $20.5K | 0.01% | +1,489 | New |
| Ancora Advisors, LLC | 1,500 | $23.6K | 0.00% | −2,164−59.1% | Reduced |
| Quantbot Technologies LP | 1,508 | $23.8K | 0.00% | +1,508 | New |
| Zions Bancorporation, National Association | 1,535 | $24.2K | 0.00% | +603+64.7% | Added |
| TD Private Client Wealth LLC | 1,581 | $24.9K | 0.00% | +1,532+3,126.5% | Added |
| Smithfield Trust Co | 1,650 | $26.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,672 | $26.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,684 | $26.5K | 0.02% | −954−36.2% | Reduced |
| International Assets Investment Management, LLC | 1,769 | $28.0K | 0.00% | +182+11.5% | Added |
| Vima LLC | 1,824 | $28.7K | 0.03% | +1,824 | New |
| Central Trust Co | 1,912 | $30.1K | 0.00% | +829+76.5% | Added |
| Markowski Investments | 2,000 | $31.5K | 0.01% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,110 | $33.2K | 0.00% | −21,004−90.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,119 | $33.4K | 0.00% | −291−12.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $34.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,400 | $37.8K | 0.00% | +2,200+1,100.0% | Added |
| Owl Creek Wealth Partners LLC | 2,471 | $38.9K | 0.01% | +1,680+212.4% | Added |
| Capital Advisors, Ltd. LLC | 2,449 | $39.0K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 2,500 | $39.4K | 0.00% | −1,075−30.1% | Reduced |
| Fedenia Advisers LLC | 2,515 | $39.6K | 0.01% | +2,515 | New |
| Mather Group, LLC. | 2,577 | $40.6K | 0.00% | −24−0.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,612 | $41.1K | 0.01% | +328+14.4% | Added |
| IMA Wealth, Inc. | 2,711 | $42.7K | 0.00% | +2,711 | New |
| Oslo Pensjonsforsikring AS | 2,718 | $42.8K | 0.00% | +2,718 | New |
| Asset Planning,Inc | 2,750 | $43.3K | 0.03% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,779 | $43.8K | 0.01% | −34−1.2% | Reduced |
| Westside Investment Management, Inc. | 2,860 | $45.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,915 | $45.9K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 3,475 | $54.7K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,525 | $55.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3,668 | $57.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,803 | $59.9K | 0.01% | −409−9.7% | Reduced |
| Vestor Capital, LLC | 8,000 | $60.0K | 0.01% | −5,695−41.6% | Reduced |
| JNBA Financial Advisors | 4,290 | $67.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,416 | $69.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4,498 | $70.8K | 0.01% | +4,128+1,115.7% | Added |
| V-Square Quantitative Management LLC | 4,515 | $71.1K | 0.01% | +709+18.6% | Added |
| Spire Wealth Management | 4,682 | $73.7K | 0.00% | −706−13.1% | Reduced |
| Hilltop National Bank | 4,915 | $77.4K | 0.02% | +4,904+44,581.8% | Added |
| Valley National Advisers Inc | 4,941 | $77.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,000 | $78.8K | 0.00% | −500−9.1% | Reduced |
| Westpac Banking Corp | 5,076 | $79.9K | 0.00% | +2,235+78.7% | Added |
| Geneos Wealth Management Inc. | 5,099 | $80.3K | 0.00% | +1,629+46.9% | Added |
| Leonteq Securities AG | 5,217 | $82.2K | 0.00% | −3,901−42.8% | Reduced |
| Parkside Financial Bank & Trust | 5,235 | $82.5K | 0.01% | −20−0.4% | Reduced |
| Parallel Advisors, LLC | 5,377 | $84.7K | 0.00% | −2,335−30.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,431 | $85.5K | 0.01% | −388−6.7% | Reduced |
| TFC Financial Management | 5,526 | $87.0K | 0.01% | +1,207+27.9% | Added |
| Rothschild Investment LLC | 5,616 | $88.5K | 0.00% | +5,223+1,329.0% | Added |
| Cheviot Value Management, LLC | 5,658 | $89.1K | 0.01% | +250+4.6% | Added |
| Essential Partners LLC | 5,813 | $91.6K | 0.04% | +5,618+2,881.0% | Added |
| Bayforest Capital Ltd | 5,933 | $93.4K | 0.09% | +5,933 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,123 | $96.4K | 0.00% | −4,511−42.4% | Reduced |
| Perkins Coie Trust Co | 6,130 | $96.5K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,752 | $107.0K | 0.00% | −153−2.2% | Reduced |
| Bryn Mawr Trust Co | 6,885 | $108.4K | 0.00% | +85+1.3% | Added |
| IFP Advisors, Inc | 6,961 | $109.6K | 0.00% | −2,844−29.0% | Reduced |
| Groupe la Francaise | 7,133 | $112.3K | 0.00% | +7,133 | New |
| Ameritas Advisory Services, LLC | 7,186 | $113.2K | 0.00% | +7,186 | New |
| CoreCap Advisors, LLC | 7,230 | $113.9K | 0.00% | +5,687+368.6% | Added |
| Versant Capital Management, Inc | 8,437 | $132.9K | 0.01% | +135+1.6% | Added |
| Los Angeles Capital Management LLC | 8,825 | $139.0K | 0.00% | +4,452+101.8% | Added |
| Diversify Advisory Services, LLC | 10,497 | $141.6K | 0.00% | +10,497 | New |
| Diversify Wealth Management, LLC | 10,497 | $141.6K | 0.00% | +10,497 | New |
| Allworth Financial LP | 9,496 | $149.6K | 0.00% | +2,225+30.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,581 | $150.9K | 0.00% | +2,696+39.2% | Added |
| FNY Investment Advisers, LLC | 10,000 | $157.0K | 0.06% | +9,998+499,900.0% | Added |
| Atom Investors LP | 10,063 | $158.5K | 0.01% | −178,247−94.7% | Reduced |
| Schnieders Capital Management, LLC. | 10,161 | $160.0K | 0.02% | +10,161 | New |
| Bridges Investment Management Inc | 10,176 | $160.3K | 0.00% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 10,208 | $160.8K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,219 | $160.9K | 0.05% | −50−0.5% | Reduced |