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 |
|---|---|---|---|---|---|
| Cannon Advisors, Inc. | 96,571 | $1.38M | 0.84% | +96,571 | New |
| RB Capital Management, LLC | 87,555 | $1.38M | 0.27% | +87,555 | New |
| Spears Abacus Advisors LLC | 86,620 | $1.36M | 0.02% | −985,910−91.9% | Reduced |
| Global Retirement Partners, LLC | 85,611 | $1.35M | 0.02% | +85,611 | New |
| Voloridge Investment Management, LLC | 85,553 | $1.35M | 0.01% | −2,270,628−96.4% | Reduced |
| Clearstead Advisors, LLC | 84,890 | $1.34M | 0.01% | +4,797+6.0% | Added |
| Lester Murray Antman dba SimplyRich | 84,447 | $1.33M | 0.31% | 00.0% | Unchanged |
| National Bank of Canada | 89,249 | $1.32M | 0.00% | −13,567−13.2% | Reduced |
| Tiptree Advisors, LLC | 83,600 | $1.32M | 0.81% | −166,400−66.6% | Reduced |
| Perigon Wealth Management, LLC | 83,294 | $1.31M | 0.02% | +9,742+13.2% | Added |
| Jupiter Topco LLC | 82,300 | $1.30M | 0.00% | +82,300 | New |
| Steward Partners Investment Advisory, LLC | 80,965 | $1.28M | 0.01% | +58,864+266.3% | Added |
| Kestra Private Wealth Services, LLC | 80,776 | $1.27M | 0.01% | −26,345−24.6% | Reduced |
| Aspen Grove Capital, LLC | 80,000 | $1.26M | 0.18% | −47−0.1% | Reduced |
| Advisors Asset Management, Inc. | 79,629 | $1.25M | 0.02% | −380−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 79,616 | $1.25M | 0.03% | +411+0.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 79,609 | $1.25M | 0.00% | −22,370−21.9% | Reduced |
| Slotnik Capital, LLC | 77,762 | $1.22M | 0.34% | 00.0% | Unchanged |
| Guardian Partners Inc. | 77,600 | $1.22M | 0.11% | −13,701−15.0% | Reduced |
| Victory Financial Group, LLC | 76,727 | $1.21M | 0.13% | +56,108+272.1% | Added |
| Snowden Capital Advisors LLC | 76,437 | $1.20M | 0.03% | +7,015+10.1% | Added |
| Fideuram Asset Management (Ireland) dac | 88,003 | $1.19M | 0.02% | +88,003 | New |
| HCR Wealth Advisors | 75,328 | $1.19M | 0.11% | +5,998+8.7% | Added |
| Anson Funds Management LP | 75,000 | $1.18M | 0.11% | −90,000−54.5% | Reduced |
| Elwood Capital Partners LP | 75,000 | $1.18M | 0.86% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 74,002 | $1.17M | 0.00% | +438+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 73,803 | $1.16M | 0.00% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 78,610 | $1.15M | 0.02% | +16,622+26.8% | Added |
| K.J. Harrison & Partners Inc | 72,134 | $1.14M | 0.16% | +72,134 | New |
| Captrust Financial Advisors | 70,966 | $1.12M | 0.00% | +46,920+195.1% | Added |
| Brooklands Fund Management Ltd | 75,860 | $1.11M | 0.87% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 69,718 | $1.10M | 0.02% | −1,350−1.9% | Reduced |
| Vise Technologies, Inc. | 69,225 | $1.09M | 0.01% | −14,913−17.7% | Reduced |
| Prudential PLC | 69,160 | $1.09M | 0.01% | +43,696+171.6% | Added |
| Colony Group, LLC | 69,104 | $1.09M | 0.00% | −14,360−17.2% | Reduced |
| First Eagle Investment Management, LLC | 67,500 | $1.06M | 0.00% | +2,736+4.2% | Added |
| Gardner Lewis Asset Management L P | 66,000 | $1.04M | 0.23% | 00.0% | Unchanged |
| CastleKnight Management LP | 65,700 | $1.03M | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 65,204 | $1.03M | 0.00% | −9,206−12.4% | Reduced |
| Janney Montgomery Scott LLC | 64,901 | $1.02M | 0.00% | +39,835+158.9% | Added |
| Ostrum Asset Management | 64,705 | $1.02M | 0.05% | −14,730−18.5% | Reduced |
| Fiduciary Trust Co | 63,897 | $1.01M | 0.01% | +24,297+61.4% | Added |
| Excelsior Advisor Network LLC | 62,951 | $991.5K | 0.13% | +52,951+529.5% | Added |
| Saudi Central Bank | 62,868 | $990.2K | 0.01% | +28,959+85.4% | Added |
| Cerity Partners LLC | 62,628 | $986.4K | 0.00% | −12,312−16.4% | Reduced |
| Evergreen Capital Management LLC | 62,623 | $986.3K | 0.02% | −975−1.5% | Reduced |
| MBM Wealth Consultants, LLC | 60,606 | $954.5K | 0.18% | +10,461+20.9% | Added |
| Kentucky Retirement Systems | 59,435 | $936.1K | 0.02% | +59,435 | New |
| Capital Group Private Client Services, Inc. | 59,081 | $930.5K | 0.01% | +59,081 | New |
| CI Private Wealth, LLC | 58,470 | $920.9K | 0.00% | −36,576−38.5% | Reduced |
| Investment Management Corp of Ontario | 57,308 | $902.6K | 0.01% | −8,400−12.8% | Reduced |
| Thrivent Financial for Lutherans | 56,769 | $894.0K | 0.00% | +56,769 | New |
| Empowered Funds, LLC | 56,091 | $883.4K | 0.00% | −117,171−67.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 55,607 | $875.1K | 0.00% | +2,983+5.7% | Added |
| Pathstone Holdings, LLC | 55,551 | $874.9K | 0.00% | −8,134−12.8% | Reduced |
| EJF Capital LLC | 55,000 | $866.3K | 0.58% | +55,000 | New |
| Cambridge Investment Research Advisors, Inc. | 54,753 | $862.0K | 0.00% | −6,713−10.9% | Reduced |
| Mirabella Financial Services LLP | 53,413 | $841.3K | 0.08% | +53,413 | New |
| Fund 1 Investments, LLC | 53,236 | $838.5K | 0.15% | +53,236 | New |
| Second Half Financial Partners, LLC | 53,129 | $836.8K | 0.34% | −5,690−9.7% | Reduced |
| GAMMA Investing LLC | 52,955 | $834.0K | 0.03% | −1,893−3.5% | Reduced |
| M&T Bank Corp | 52,846 | $832.1K | 0.00% | +60+0.1% | Added |
| Maryland State Retirement & Pension System | 52,564 | $827.9K | 0.01% | +4,924+10.3% | Added |
| Wealthcare Advisory Partners LLC | 52,403 | $825.4K | 0.02% | −247−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 57,344 | $825.2K | 0.00% | +31,337+120.5% | Added |
| GWM Advisors LLC | 51,724 | $814.7K | 0.00% | +7,290+16.4% | Added |
| Resources Investment Advisors, LLC. | 51,557 | $812.0K | 0.01% | +793+1.6% | Added |
| HighTower Advisors, LLC | 51,495 | $811.0K | 0.00% | −18,306−26.2% | Reduced |
| Huntington National Bank | 51,401 | $809.6K | 0.00% | −46−0.1% | Reduced |
| Woodline Partners LP | 51,263 | $807.4K | 0.00% | +15,305+42.6% | Added |
| Rakuten Investment Management, Inc. | 51,676 | $801.0K | 0.00% | −33,082−39.0% | Reduced |
| Utah Retirement Systems | 50,542 | $796.0K | 0.01% | +855+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 50,246 | $791.4K | 0.01% | −456−0.9% | Reduced |
| Walleye Trading LLC | 50,087 | $788.9K | 0.01% | −52,512−51.2% | Reduced |
| FJ Capital Management LLC | 49,765 | $783.8K | 0.10% | +49,765 | New |
| Eurizon Capital SGR S.p.A. | 49,720 | $783.1K | 0.00% | −51,099−50.7% | Reduced |
| Oppenheimer Asset Management Inc. | 49,633 | $781.7K | 0.01% | −15,411−23.7% | Reduced |
| Greenland Capital Management LP | 48,000 | $756.0K | 0.14% | +22,000+84.6% | Added |
| Rockefeller Capital Management L.P. | 47,749 | $752.0K | 0.00% | +6,394+15.5% | Added |
| CAPROCK Group, Inc. | 47,490 | $748.0K | 0.01% | +17,053+56.0% | Added |
| Credit Agricole S A | 46,873 | $738.3K | 0.00% | +10,872+30.2% | Added |
| Private Capital Management, LLC | 46,650 | $734.7K | 0.07% | +10,100+27.6% | Added |
| Wellington Shields & Co., LLC | 46,600 | $734.0K | 0.16% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46,206 | $727.7K | 0.00% | +30,845+200.8% | Added |
| Saiph Capital, LLC | 46,200 | $727.6K | 0.22% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 46,000 | $724.5K | 0.02% | +46,000 | New |
| Titleist Asset Management, LLC | 45,958 | $723.8K | 0.05% | −6,987−13.2% | Reduced |
| Kestra Advisory Services, LLC | 45,167 | $711.4K | 0.00% | −42,240−48.3% | Reduced |
| Jane Street Group, LLC | 45,086 | $710.1K | 0.00% | −11,641,942−99.6% | Reduced |
| Sequoia Financial Advisors, LLC | 44,835 | $706.2K | 0.00% | −7,527−14.4% | Reduced |
| Bleakley Financial Group, LLC | 44,832 | $706.1K | 0.01% | +15,781+54.3% | Added |
| CIBC Asset Management Inc | 44,728 | $704.5K | 0.00% | −3,130−6.5% | Reduced |
| Machina Capital S.A.S. | 44,363 | $698.7K | 0.11% | +18,703+72.9% | Added |
| Colonial River Wealth Management, LLC | 44,180 | $695.8K | 0.20% | +1,471+3.4% | Added |
| Amalgamated Bank | 43,784 | $690.0K | 0.00% | −2,332−5.1% | Reduced |
| Sanctuary Advisors, LLC | 43,581 | $686.4K | 0.00% | −17,128−28.2% | Reduced |
| Schroder Investment Management Group | 43,897 | $680.4K | 0.00% | +21,552+96.5% | Added |
| Summit Trail Advisors, LLC | 42,093 | $663.0K | 0.01% | +2,557+6.5% | Added |
| Wolverine Asset Management LLC | 41,953 | $660.8K | 0.01% | +13,952+49.8% | Added |
| Principal Securities, Inc. | 41,137 | $647.9K | 0.01% | +4,503+12.3% | Added |