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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 10,252 | $161.5K | 0.00% | −5,901−36.5% | Reduced |
| Private Trust Co NA | 10,262 | $161.6K | 0.01% | −311−2.9% | Reduced |
| Eventide Asset Management, LLC | 10,516 | $163.0K | 0.00% | +10,516 | New |
| Envestnet Portfolio Solutions, Inc. | 10,391 | $163.7K | 0.00% | +10,391 | New |
| Guggenheim Capital LLC | 10,423 | $164.2K | 0.00% | +10,423 | New |
| Principal Financial Group Inc | 10,465 | $164.8K | 0.00% | −286,634−96.5% | Reduced |
| Burney Co | 10,556 | $166.3K | 0.00% | −14,592−58.0% | Reduced |
| Howe & Rusling Inc | 10,668 | $168.0K | 0.01% | +10,668 | New |
| Savant Capital, LLC | 11,533 | $171.9K | 0.00% | +11,533 | New |
| Daymark Wealth Partners, LLC | 10,969 | $172.8K | 0.00% | +961+9.6% | Added |
| DekaBank Deutsche Girozentrale | 12,828 | $173.0K | 0.00% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 11,094 | $174.7K | 0.00% | −224−2.0% | Reduced |
| Laurel Oak Wealth Management, LLC | 11,180 | $176.1K | 0.03% | +110+1.0% | Added |
| Clear Harbor Asset Management, LLC | 11,300 | $178.0K | 0.01% | −330−2.8% | Reduced |
| Red Door Wealth Management, LLC | 11,403 | $179.6K | 0.02% | +265+2.4% | Added |
| Johnson Investment Counsel Inc | 11,426 | $180.0K | 0.00% | +11,426 | New |
| City State Bank | 11,550 | $181.9K | 0.04% | +10,000+645.2% | Added |
| MSA Advisors, LLC | 11,644 | $183.4K | 0.05% | 00.0% | Unchanged |
| Axxion S.A. | 11,700 | $184.3K | 0.01% | +11,700 | New |
| Laird Norton Trust Company, LLC | 11,934 | $188.0K | 0.00% | −870−6.8% | Reduced |
| EP Wealth Advisors, LLC | 11,995 | $188.9K | 0.00% | +1,568+15.0% | Added |
| Citizens Financial Group Inc | 12,002 | $189.0K | 0.00% | +746+6.6% | Added |
| Smartleaf Asset Management LLC | 12,237 | $189.7K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 12,134 | $191.1K | 0.01% | −30.0% | Reduced |
| Caption Management, LLC | 12,138 | $191.2K | 0.01% | −147,862−92.4% | Reduced |
| Natixis | 12,142 | $191.2K | 0.00% | −274,925−95.8% | Reduced |
| LRI Investments, LLC | 12,144 | $191.3K | 0.02% | +11,314+1,363.1% | Added |
| Financial Engines Advisors L.L.C. | 12,192 | $192.0K | 0.00% | −55−0.4% | Reduced |
| Dynamic Financial Group | 12,505 | $197.0K | 0.15% | +12,505 | New |
| Caxton Associates LLP | 12,585 | $198.2K | 0.00% | +12,585 | New |
| Fulton Bank, N.A. | 12,673 | $199.6K | 0.01% | +12,673 | New |
| Pine Valley Investments Ltd Liability Co | 12,700 | $200.0K | 0.01% | −10.0% | Reduced |
| Elevatus Welath Management | 12,731 | $200.5K | 0.05% | +12,731 | New |
| Maridea Wealth Management LLC | 12,732 | $200.5K | 0.02% | +1,774+16.2% | Added |
| Great Lakes Advisors, LLC | 12,783 | $201.3K | 0.00% | −389−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 12,812 | $201.8K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 12,939 | $203.8K | 0.01% | −40−0.3% | Reduced |
| Morse Asset Management, Inc | 13,004 | $204.8K | 0.03% | −31,026−70.5% | Reduced |
| SBI Securities Co., Ltd. | 13,025 | $205.1K | 0.00% | −477−3.5% | Reduced |
| Callan Family Office, LLC | 13,229 | $208.4K | 0.00% | +1,091+9.0% | Added |
| Atomi Financial Group, Inc. | 13,405 | $211.1K | 0.01% | −796−5.6% | Reduced |
| Kovack Advisors, Inc. | 13,371 | $211.9K | 0.01% | +2,900+27.7% | Added |
| Centaurus Financial, Inc. | 13,578 | $214.0K | 0.01% | +6,465+90.9% | Added |
| Ethic Inc. | 13,589 | $214.0K | 0.00% | −2,060−13.2% | Reduced |
| Mission Wealth Management, LP | 13,648 | $215.0K | 0.00% | +13,648 | New |
| Advisors Capital Management, LLC | 13,892 | $218.8K | 0.00% | +1,186+9.3% | Added |
| Blueprint Investment Partners LLC | 13,914 | $219.1K | 0.02% | +854+6.5% | Added |
| Blueprint Financial Advisors LLC | 13,914 | $219.1K | 0.02% | +13,914 | New |
| Anchor Capital Advisors LLC | 13,975 | $220.1K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,977 | $220.1K | 0.00% | −11,539−45.2% | Reduced |
| FORA Capital, LLC | 13,992 | $220.5K | 0.02% | +13,992 | New |
| Alpine Global Management, LLC | 14,093 | $222.0K | 0.04% | −5,907−29.5% | Reduced |
| Harbour Investments, Inc. | 14,184 | $223.4K | 0.00% | −1,782−11.2% | Reduced |
| EntryPoint Capital, LLC | 14,607 | $230.1K | 0.06% | +14,607 | New |
| Aaron Wealth Advisors | 14,756 | $232.4K | 0.01% | +14,756 | New |
| Concurrent Investment Advisors, LLC | 14,784 | $232.8K | 0.00% | −387−2.6% | Reduced |
| Ballentine Partners, LLC | 14,872 | $234.2K | 0.00% | −392−2.6% | Reduced |
| Brighton Jones LLC | 14,937 | $235.3K | 0.00% | +14,937 | New |
| Kingswood Wealth Advisors, LLC | 14,972 | $235.8K | 0.01% | −5,884−28.2% | Reduced |
| Sig Brokerage, LP | 15,093 | $237.7K | 0.04% | +160+1.1% | Added |
| Omers Administration Corp | 15,511 | $244.3K | 0.00% | +15,511 | New |
| MetLife Investment Management | 15,811 | $249.0K | 0.00% | +377+2.4% | Added |
| Intrinsic Value Partners, LLC | 16,064 | $253.0K | 0.17% | −100−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 16,221 | $255.5K | 0.00% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 16,226 | $255.6K | 0.01% | −28,443−63.7% | Reduced |
| Guardian Wealth Advisors, LLC | 16,438 | $258.9K | 0.01% | +33+0.2% | Added |
| Wittenberg Investment Management, Inc. | 16,500 | $259.9K | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 16,600 | $261.4K | 0.00% | −324−1.9% | Reduced |
| Northern Lights Advisors, Inc. | 16,696 | $263.0K | 0.14% | +104+0.6% | Added |
| Spartan Wealth Advisory Services LLC | 16,723 | $263.4K | 0.02% | −48−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 16,780 | $264.3K | 0.00% | +16,780 | New |
| Pinnacle Financial Partners, Inc. | 16,911 | $266.3K | 0.00% | −2,762−14.0% | Reduced |
| Trueblood Wealth Management, LLC | 17,207 | $271.0K | 0.09% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 17,401 | $274.1K | 0.02% | −1,006−5.5% | Reduced |
| Greenleaf Trust | 17,459 | $275.0K | 0.00% | −1,108−6.0% | Reduced |
| Aptus Capital Advisors, LLC | 17,621 | $277.5K | 0.00% | −21,511−55.0% | Reduced |
| Beacon Pointe Advisors, LLC | 17,717 | $279.0K | 0.00% | −10,146−36.4% | Reduced |
| J.W. Cole Advisors, Inc. | 17,728 | $279.2K | 0.00% | +17,728 | New |
| Arkadios Wealth Advisors | 17,760 | $279.7K | 0.00% | +1,625+10.1% | Added |
| VARCOV Co. | 17,778 | $280.0K | 0.11% | +17,778 | New |
| Nomura Holdings Inc | 17,976 | $283.1K | 0.00% | −24,682−57.9% | Reduced |
| MAI Capital Management | 17,995 | $283.4K | 0.00% | +8,219+84.1% | Added |
| Oxford Financial Group Ltd | 18,000 | $283.5K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 18,047 | $284.2K | 0.02% | +10,618+142.9% | Added |
| NewEdge Wealth, LLC | 18,052 | $284.3K | 0.00% | +3,595+24.9% | Added |
| Keebeck Wealth Management, LLC | 18,529 | $291.8K | 0.03% | −1,812−8.9% | Reduced |
| Capricorn Fund Managers Ltd | 18,594 | $292.9K | 0.02% | −1,474−7.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 18,777 | $295.7K | 0.10% | +18,777 | New |
| Keybank National Association | 19,035 | $299.8K | 0.00% | −908−4.6% | Reduced |
| Panagora Asset Management Inc | 19,118 | $301.1K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 19,146 | $301.6K | 0.00% | +633+3.4% | Added |
| Thompson Davis & Co., Inc. | 19,150 | $301.6K | 0.18% | +3,050+18.9% | Added |
| EverSource Wealth Advisors, LLC | 19,791 | $311.7K | 0.01% | −10,081−33.7% | Reduced |
| Tradewinds, LLC. | 31,306 | $317.2K | 0.10% | +31,306 | New |
| Dakota Wealth Management | 20,409 | $321.4K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 20,473 | $322.4K | 0.01% | +823+4.2% | Added |
| Vestcor Inc | 20,500 | $323.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 20,584 | $324.2K | 0.00% | −58,935−74.1% | Reduced |
| Toroso Investments, LLC | 20,761 | $327.0K | 0.00% | −3,477−14.3% | Reduced |
| Tema ETFs LLC | 20,761 | $327.0K | 0.01% | −3,477−14.3% | Reduced |