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 |
|---|---|---|---|---|---|
| Midwest Trust Co | 40,699 | $641.0K | 0.01% | −1,006−2.4% | Reduced |
| DRW Securities, LLC | 40,635 | $640.0K | 0.04% | +13,787+51.4% | Added |
| Capital Advisors Inc | 39,940 | $629.1K | 0.01% | +15,948+66.5% | Added |
| Massmutual Trust Co FSB | 39,134 | $616.4K | 0.02% | −3,468−8.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,121 | $616.2K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 38,885 | $612.4K | 0.00% | −2,640−6.4% | Reduced |
| One William Street Capital Management, L.P. | 38,307 | $603.3K | 1.43% | −120,030−75.8% | Reduced |
| Neuberger Berman Group LLC | 38,203 | $601.7K | 0.00% | −1,073,033−96.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,979 | $598.2K | 0.00% | −27,013−41.6% | Reduced |
| RSM US Wealth Management LLC | 37,928 | $597.4K | 0.01% | −23,473−38.2% | Reduced |
| Abn Amro Investment Solutions | 37,425 | $589.4K | 0.01% | +8,173+27.9% | Added |
| Cantor Fitzgerald, L. P. | 37,180 | $585.6K | 0.01% | −66,398−64.1% | Reduced |
| Sivia Capital Partners, LLC | 36,663 | $577.4K | 0.07% | 00.0% | Unchanged |
| SCS Capital Management LLC | 36,575 | $576.1K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 36,365 | $572.7K | 0.21% | −345−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 35,454 | $558.4K | 0.04% | +35,454 | New |
| The PNC Financial Services Group, Inc. | 35,342 | $556.6K | 0.00% | +8,183+30.1% | Added |
| Cresset Asset Management, LLC | 34,944 | $550.4K | 0.00% | −7,226−17.1% | Reduced |
| VELA Investment Management, LLC | 34,876 | $549.3K | 0.14% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 34,857 | $549.0K | 0.00% | −1,382−3.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,608 | $545.1K | 0.01% | −29,497−46.0% | Reduced |
| Fairfield, Bush & Co. | 34,460 | $542.7K | 0.27% | +2,055+6.3% | Added |
| Merit Financial Group, LLC | 34,432 | $542.3K | 0.00% | −1,396−3.9% | Reduced |
| Wealth Management Associates, Inc. | 33,862 | $533.3K | 0.15% | −5,219−13.4% | Reduced |
| Cambria Investment Management, L.P. | 33,501 | $527.6K | 0.03% | −78−0.2% | Reduced |
| Mount Lucas Management LP | 33,000 | $519.8K | 0.19% | −290,000−89.8% | Reduced |
| Equitable Trust Co | 32,856 | $517.5K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 32,732 | $515.5K | 0.05% | 00.0% | Unchanged |
| Encompass More Asset Management | 32,639 | $514.1K | 0.08% | +101+0.3% | Added |
| Nkcfo LLC | 32,500 | $512.0K | 0.16% | +32,500 | New |
| Moors & Cabot, Inc. | 32,453 | $511.1K | 0.02% | −43,668−57.4% | Reduced |
| Nisa Investment Advisors, LLC | 32,255 | $508.0K | 0.00% | −4,257−11.7% | Reduced |
| Carlson Capital L P | 32,000 | $504.0K | 0.10% | −5,500−14.7% | Reduced |
| CenterBook Partners LP | 31,876 | $502.0K | 0.02% | +31,876 | New |
| Man Group plc | 31,843 | $501.5K | 0.00% | −584,829−94.8% | Reduced |
| Apollon Wealth Management, LLC | 31,809 | $501.0K | 0.01% | +16,023+101.5% | Added |
| Macquarie Group Ltd | 31,342 | $493.6K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 30,589 | $481.8K | 0.01% | +30,589 | New |
| Shay Capital LLC | 30,456 | $479.7K | 0.05% | −1,058,248−97.2% | Reduced |
| 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 |
| Clear Trail Advisors, LLC | 29,634 | $466.7K | 0.07% | +29,634 | New |
| US Bancorp | 29,333 | $462.0K | 0.00% | −1,268−4.1% | Reduced |
| Sterling Capital Management LLC | 29,147 | $459.1K | 0.01% | −2,655−8.3% | Reduced |
| Fieldview Capital Management, LLC | 28,860 | $454.5K | 0.13% | +28,860 | New |
| Lombard Odier Asset Management (Switzerland) SA | 28,800 | $453.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28,666 | $451.3K | 0.00% | −4,344−13.2% | Reduced |
| Wedmont Private Capital | 31,319 | $450.7K | 0.01% | +6,930+28.4% | Added |
| Emerald Mutual Fund Advisers Trust | 28,548 | $449.6K | 0.02% | −25,501−47.2% | Reduced |
| Northwest & Ethical Investments L.P. | 28,952 | $448.8K | 0.01% | −27,861−49.0% | Reduced |
| Clear Street Group Inc. | 28,341 | $446.4K | 0.00% | −118,756−80.7% | Reduced |
| Carrera Capital Advisors | 28,127 | $443.0K | 0.07% | +7,530+36.6% | Added |
| Gateway Investment Advisers LLC | 28,055 | $441.9K | 0.00% | −667−2.3% | Reduced |
| North Dakota State Investment Board | 28,001 | $441.0K | 0.02% | +789+2.9% | Added |
| Schwab Charitable Fund | 27,951 | $440.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 27,617 | $435.0K | 0.00% | +24,861+902.1% | Added |
| Abacus Wealth Partners, LLC | 27,356 | $430.9K | 0.05% | −7,816−22.2% | Reduced |
| Allstate Corp | 27,274 | $429.6K | 0.00% | −98,522−78.3% | Reduced |
| Atria Investments LLC | 27,250 | $429.2K | 0.00% | −5,732−17.4% | Reduced |
| National Philanthropic Trust | 27,160 | $427.8K | 0.01% | +7,812+40.4% | Added |
| HB Wealth Management, LLC | 27,040 | $425.9K | 0.00% | +1,258+4.9% | Added |
| Pensionmark Financial Group, LLC | 28,828 | $423.0K | 0.01% | +161+0.6% | Added |
| Franklin Resources Inc | 26,812 | $422.3K | 0.00% | −479−1.8% | Reduced |
| BCS Private Wealth Management, Inc. | 26,735 | $421.1K | 0.13% | +26,735 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 26,570 | $418.5K | 0.00% | 00.0% | Unchanged |
| CAP Partners, LLC | 26,554 | $418.2K | 0.20% | −396−1.5% | Reduced |
| Blueshift Asset Management, LLC | 26,411 | $416.0K | 0.10% | −5,572−17.4% | Reduced |
| Coldstream Capital Management Inc | 26,324 | $414.6K | 0.01% | −894−3.3% | Reduced |
| Signaturefd, LLC | 25,361 | $399.4K | 0.01% | −2,117−7.7% | Reduced |
| Royal London Asset Management Ltd | 25,331 | $399.0K | 0.00% | −1,760−6.5% | Reduced |
| Miracle Mile Advisors, LLC | 25,305 | $398.6K | 0.00% | +16+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,279 | $398.1K | 0.00% | 00.0% | Unchanged |
| Cobalt Capital Management, Inc. | 25,000 | $393.8K | 0.28% | −165,000−86.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 24,750 | $389.8K | 0.08% | −11,000−30.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,665 | $388.5K | 0.02% | −105−0.4% | Reduced |
| Jasper Ridge Partners, L.P. | 24,563 | $386.9K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 24,270 | $382.3K | 0.00% | 00.0% | Unchanged |
| Fullerton Advisors, LLC | 24,151 | $380.4K | 0.36% | −3,008−11.1% | Reduced |
| FLP Wealth Management, LLC | 23,910 | $376.6K | 0.67% | +968+4.2% | Added |
| Institute for Wealth Management, LLC. | 23,811 | $375.0K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 23,678 | $372.9K | 0.02% | +2,026+9.4% | Added |
| Transcend Wealth Collective, LLC | 23,228 | $365.8K | 0.02% | +7,493+47.6% | Added |
| Wall Street Access Asset Management, LLC | 23,125 | $364.2K | 0.05% | +23,125 | New |
| E. Ohman J:or Asset Management AB | 22,764 | $358.5K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 22,711 | $357.7K | 0.06% | −5,622−19.8% | Reduced |
| Canton Hathaway, LLC | 22,300 | $351.2K | 0.07% | −143,580−86.6% | Reduced |
| Davenport & Co LLC | 22,184 | $349.4K | 0.00% | +7,985+56.2% | Added |
| Marex Group plc | 22,002 | $346.5K | 0.00% | −108,088−83.1% | Reduced |
| Whalen Wealth Management Inc. | 21,982 | $346.2K | 0.16% | −17,430−44.2% | Reduced |
| UniSuper Management Pty Ltd | 21,800 | $343.4K | 0.00% | +2,800+14.7% | Added |
| Ritholtz Wealth Management | 21,760 | $342.7K | 0.01% | +1,024+4.9% | Added |
| Capital Asset Advisory Services LLC | 21,668 | $341.3K | 0.01% | +21,668 | New |
| Brinker Capital Investments, LLC | 21,475 | $338.2K | 0.00% | +9,069+73.1% | Added |
| Penserra Capital Management LLC | 21,541 | $338.0K | 0.00% | +2,870+15.4% | Added |
| United Capital Financial Advisers, LLC | 20,795 | $327.5K | 0.00% | −4,213−16.8% | 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 |
| STRS Ohio | 20,584 | $324.2K | 0.00% | −58,935−74.1% | Reduced |
| Vestcor Inc | 20,500 | $323.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 20,473 | $322.4K | 0.01% | +823+4.2% | Added |