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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 20,795 | $327.5K | 0.00% | −4,213−16.8% | Reduced |
| Penserra Capital Management LLC | 21,541 | $338.0K | 0.00% | +2,870+15.4% | Added |
| Brinker Capital Investments, LLC | 21,475 | $338.2K | 0.00% | +9,069+73.1% | Added |
| Capital Asset Advisory Services LLC | 21,668 | $341.3K | 0.01% | +21,668 | New |
| Ritholtz Wealth Management | 21,760 | $342.7K | 0.01% | +1,024+4.9% | Added |
| UniSuper Management Pty Ltd | 21,800 | $343.4K | 0.00% | +2,800+14.7% | Added |
| Whalen Wealth Management Inc. | 21,982 | $346.2K | 0.16% | −17,430−44.2% | Reduced |
| Marex Group plc | 22,002 | $346.5K | 0.00% | −108,088−83.1% | Reduced |
| Davenport & Co LLC | 22,184 | $349.4K | 0.00% | +7,985+56.2% | Added |
| Canton Hathaway, LLC | 22,300 | $351.2K | 0.07% | −143,580−86.6% | Reduced |
| Abel Hall, LLC | 22,711 | $357.7K | 0.06% | −5,622−19.8% | Reduced |
| E. Ohman J:or Asset Management AB | 22,764 | $358.5K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 23,125 | $364.2K | 0.05% | +23,125 | New |
| Transcend Wealth Collective, LLC | 23,228 | $365.8K | 0.02% | +7,493+47.6% | Added |
| Landscape Capital Management, L.L.C. | 23,678 | $372.9K | 0.02% | +2,026+9.4% | Added |
| Institute for Wealth Management, LLC. | 23,811 | $375.0K | 0.03% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 23,910 | $376.6K | 0.67% | +968+4.2% | Added |
| Fullerton Advisors, LLC | 24,151 | $380.4K | 0.36% | −3,008−11.1% | Reduced |
| Fort Washington Investment Advisors Inc | 24,270 | $382.3K | 0.00% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 24,563 | $386.9K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 24,665 | $388.5K | 0.02% | −105−0.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 24,750 | $389.8K | 0.08% | −11,000−30.8% | Reduced |
| Cobalt Capital Management, Inc. | 25,000 | $393.8K | 0.28% | −165,000−86.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,279 | $398.1K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 25,305 | $398.6K | 0.00% | +16+0.1% | Added |
| Royal London Asset Management Ltd | 25,331 | $399.0K | 0.00% | −1,760−6.5% | Reduced |
| Signaturefd, LLC | 25,361 | $399.4K | 0.01% | −2,117−7.7% | Reduced |
| Coldstream Capital Management Inc | 26,324 | $414.6K | 0.01% | −894−3.3% | Reduced |
| Blueshift Asset Management, LLC | 26,411 | $416.0K | 0.10% | −5,572−17.4% | Reduced |
| CAP Partners, LLC | 26,554 | $418.2K | 0.20% | −396−1.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 26,570 | $418.5K | 0.00% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 26,735 | $421.1K | 0.13% | +26,735 | New |
| Franklin Resources Inc | 26,812 | $422.3K | 0.00% | −479−1.8% | Reduced |
| Pensionmark Financial Group, LLC | 28,828 | $423.0K | 0.01% | +161+0.6% | Added |
| HB Wealth Management, LLC | 27,040 | $425.9K | 0.00% | +1,258+4.9% | Added |
| National Philanthropic Trust | 27,160 | $427.8K | 0.01% | +7,812+40.4% | Added |
| Atria Investments LLC | 27,250 | $429.2K | 0.00% | −5,732−17.4% | Reduced |
| Allstate Corp | 27,274 | $429.6K | 0.00% | −98,522−78.3% | Reduced |
| Abacus Wealth Partners, LLC | 27,356 | $430.9K | 0.05% | −7,816−22.2% | Reduced |
| Exchange Traded Concepts, LLC | 27,617 | $435.0K | 0.00% | +24,861+902.1% | Added |
| Schwab Charitable Fund | 27,951 | $440.2K | 0.01% | 00.0% | Unchanged |
| North Dakota State Investment Board | 28,001 | $441.0K | 0.02% | +789+2.9% | Added |
| Gateway Investment Advisers LLC | 28,055 | $441.9K | 0.00% | −667−2.3% | Reduced |
| Carrera Capital Advisors | 28,127 | $443.0K | 0.07% | +7,530+36.6% | Added |
| Clear Street Group Inc. | 28,341 | $446.4K | 0.00% | −118,756−80.7% | Reduced |
| Northwest & Ethical Investments L.P. | 28,952 | $448.8K | 0.01% | −27,861−49.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 28,548 | $449.6K | 0.02% | −25,501−47.2% | Reduced |
| Wedmont Private Capital | 31,319 | $450.7K | 0.01% | +6,930+28.4% | Added |
| Farther Finance Advisors, LLC | 28,666 | $451.3K | 0.00% | −4,344−13.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,800 | $453.6K | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 28,860 | $454.5K | 0.13% | +28,860 | New |
| Sterling Capital Management LLC | 29,147 | $459.1K | 0.01% | −2,655−8.3% | Reduced |
| US Bancorp | 29,333 | $462.0K | 0.00% | −1,268−4.1% | Reduced |
| Clear Trail Advisors, LLC | 29,634 | $466.7K | 0.07% | +29,634 | New |
| First Trust Advisors LP | 30,000 | $472.5K | 0.00% | +14,366+91.9% | Added |
| Corsair Capital Management, L.P. | 30,000 | $472.5K | 0.06% | +30,000 | New |
| Shay Capital LLC | 30,456 | $479.7K | 0.05% | −1,058,248−97.2% | Reduced |
| Mutual Advisors, LLC | 30,589 | $481.8K | 0.01% | +30,589 | New |
| Macquarie Group Ltd | 31,342 | $493.6K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 31,809 | $501.0K | 0.01% | +16,023+101.5% | Added |
| Man Group plc | 31,843 | $501.5K | 0.00% | −584,829−94.8% | Reduced |
| CenterBook Partners LP | 31,876 | $502.0K | 0.02% | +31,876 | New |
| Carlson Capital L P | 32,000 | $504.0K | 0.10% | −5,500−14.7% | Reduced |
| Nisa Investment Advisors, LLC | 32,255 | $508.0K | 0.00% | −4,257−11.7% | Reduced |
| Moors & Cabot, Inc. | 32,453 | $511.1K | 0.02% | −43,668−57.4% | Reduced |
| Nkcfo LLC | 32,500 | $512.0K | 0.16% | +32,500 | New |
| Encompass More Asset Management | 32,639 | $514.1K | 0.08% | +101+0.3% | Added |
| Sierra Capital LLC | 32,732 | $515.5K | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 32,856 | $517.5K | 0.02% | 00.0% | Unchanged |
| Mount Lucas Management LP | 33,000 | $519.8K | 0.19% | −290,000−89.8% | Reduced |
| Cambria Investment Management, L.P. | 33,501 | $527.6K | 0.03% | −78−0.2% | Reduced |
| Wealth Management Associates, Inc. | 33,862 | $533.3K | 0.15% | −5,219−13.4% | Reduced |
| Merit Financial Group, LLC | 34,432 | $542.3K | 0.00% | −1,396−3.9% | Reduced |
| Fairfield, Bush & Co. | 34,460 | $542.7K | 0.27% | +2,055+6.3% | Added |
| Mount Yale Investment Advisors, LLC | 34,608 | $545.1K | 0.01% | −29,497−46.0% | Reduced |
| QRG Capital Management, Inc. | 34,857 | $549.0K | 0.00% | −1,382−3.8% | Reduced |
| VELA Investment Management, LLC | 34,876 | $549.3K | 0.14% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 34,944 | $550.4K | 0.00% | −7,226−17.1% | Reduced |
| The PNC Financial Services Group, Inc. | 35,342 | $556.6K | 0.00% | +8,183+30.1% | Added |
| Amplius Wealth Advisors, LLC | 35,454 | $558.4K | 0.04% | +35,454 | New |
| HMS Capital Management, LLC | 36,365 | $572.7K | 0.21% | −345−0.9% | Reduced |
| SCS Capital Management LLC | 36,575 | $576.1K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 36,663 | $577.4K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 37,180 | $585.6K | 0.01% | −66,398−64.1% | Reduced |
| Abn Amro Investment Solutions | 37,425 | $589.4K | 0.01% | +8,173+27.9% | Added |
| RSM US Wealth Management LLC | 37,928 | $597.4K | 0.01% | −23,473−38.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,979 | $598.2K | 0.00% | −27,013−41.6% | Reduced |
| Neuberger Berman Group LLC | 38,203 | $601.7K | 0.00% | −1,073,033−96.6% | Reduced |
| One William Street Capital Management, L.P. | 38,307 | $603.3K | 1.43% | −120,030−75.8% | Reduced |
| Prudential Financial Inc | 38,885 | $612.4K | 0.00% | −2,640−6.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,121 | $616.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39,134 | $616.4K | 0.02% | −3,468−8.1% | Reduced |
| Capital Advisors Inc | 39,940 | $629.1K | 0.01% | +15,948+66.5% | Added |
| DRW Securities, LLC | 40,635 | $640.0K | 0.04% | +13,787+51.4% | Added |
| Midwest Trust Co | 40,699 | $641.0K | 0.01% | −1,006−2.4% | Reduced |
| Principal Securities, Inc. | 41,137 | $647.9K | 0.01% | +4,503+12.3% | Added |
| Wolverine Asset Management LLC | 41,953 | $660.8K | 0.01% | +13,952+49.8% | Added |
| Summit Trail Advisors, LLC | 42,093 | $663.0K | 0.01% | +2,557+6.5% | Added |
| Schroder Investment Management Group | 43,897 | $680.4K | 0.00% | +21,552+96.5% | Added |
| Sanctuary Advisors, LLC | 43,581 | $686.4K | 0.00% | −17,128−28.2% | Reduced |