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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 20,409 | $321.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 31,306 | $317.2K | 0.10% | +31,306 | New |
| EverSource Wealth Advisors, LLC | 19,791 | $311.7K | 0.01% | −10,081−33.7% | Reduced |
| Thompson Davis & Co., Inc. | 19,150 | $301.6K | 0.18% | +3,050+18.9% | Added |
| RFG Advisory, LLC | 19,146 | $301.6K | 0.00% | +633+3.4% | Added |
| Panagora Asset Management Inc | 19,118 | $301.1K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 19,035 | $299.8K | 0.00% | −908−4.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 18,777 | $295.7K | 0.10% | +18,777 | New |
| Capricorn Fund Managers Ltd | 18,594 | $292.9K | 0.02% | −1,474−7.3% | Reduced |
| Keebeck Wealth Management, LLC | 18,529 | $291.8K | 0.03% | −1,812−8.9% | Reduced |
| NewEdge Wealth, LLC | 18,052 | $284.3K | 0.00% | +3,595+24.9% | Added |
| Belvedere Trading LLC | 18,047 | $284.2K | 0.02% | +10,618+142.9% | Added |
| Oxford Financial Group Ltd | 18,000 | $283.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 17,995 | $283.4K | 0.00% | +8,219+84.1% | Added |
| Nomura Holdings Inc | 17,976 | $283.1K | 0.00% | −24,682−57.9% | Reduced |
| VARCOV Co. | 17,778 | $280.0K | 0.11% | +17,778 | New |
| Arkadios Wealth Advisors | 17,760 | $279.7K | 0.00% | +1,625+10.1% | Added |
| J.W. Cole Advisors, Inc. | 17,728 | $279.2K | 0.00% | +17,728 | New |
| Beacon Pointe Advisors, LLC | 17,717 | $279.0K | 0.00% | −10,146−36.4% | Reduced |
| Aptus Capital Advisors, LLC | 17,621 | $277.5K | 0.00% | −21,511−55.0% | Reduced |
| Greenleaf Trust | 17,459 | $275.0K | 0.00% | −1,108−6.0% | Reduced |
| Levin Capital Strategies, L.P. | 17,401 | $274.1K | 0.02% | −1,006−5.5% | Reduced |
| Trueblood Wealth Management, LLC | 17,207 | $271.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 16,911 | $266.3K | 0.00% | −2,762−14.0% | Reduced |
| Axxcess Wealth Management, LLC | 16,780 | $264.3K | 0.00% | +16,780 | New |
| Spartan Wealth Advisory Services LLC | 16,723 | $263.4K | 0.02% | −48−0.3% | Reduced |
| Northern Lights Advisors, Inc. | 16,696 | $263.0K | 0.14% | +104+0.6% | Added |
| Yousif Capital Management, LLC | 16,600 | $261.4K | 0.00% | −324−1.9% | Reduced |
| Wittenberg Investment Management, Inc. | 16,500 | $259.9K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 16,438 | $258.9K | 0.01% | +33+0.2% | Added |
| Osmosis Investment Management UK Ltd | 16,226 | $255.6K | 0.01% | −28,443−63.7% | Reduced |
| Elo Mutual Pension Insurance Co | 16,221 | $255.5K | 0.00% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 16,064 | $253.0K | 0.17% | −100−0.6% | Reduced |
| MetLife Investment Management | 15,811 | $249.0K | 0.00% | +377+2.4% | Added |
| Omers Administration Corp | 15,511 | $244.3K | 0.00% | +15,511 | New |
| Sig Brokerage, LP | 15,093 | $237.7K | 0.04% | +160+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 14,972 | $235.8K | 0.01% | −5,884−28.2% | Reduced |
| Brighton Jones LLC | 14,937 | $235.3K | 0.00% | +14,937 | New |
| Ballentine Partners, LLC | 14,872 | $234.2K | 0.00% | −392−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 14,784 | $232.8K | 0.00% | −387−2.6% | Reduced |
| Aaron Wealth Advisors | 14,756 | $232.4K | 0.01% | +14,756 | New |
| EntryPoint Capital, LLC | 14,607 | $230.1K | 0.06% | +14,607 | New |
| Harbour Investments, Inc. | 14,184 | $223.4K | 0.00% | −1,782−11.2% | Reduced |
| Alpine Global Management, LLC | 14,093 | $222.0K | 0.04% | −5,907−29.5% | Reduced |
| FORA Capital, LLC | 13,992 | $220.5K | 0.02% | +13,992 | New |
| Jefferies Financial Group Inc. | 13,977 | $220.1K | 0.00% | −11,539−45.2% | Reduced |
| Anchor Capital Advisors LLC | 13,975 | $220.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Advisors Capital Management, LLC | 13,892 | $218.8K | 0.00% | +1,186+9.3% | Added |
| Mission Wealth Management, LP | 13,648 | $215.0K | 0.00% | +13,648 | New |
| Ethic Inc. | 13,589 | $214.0K | 0.00% | −2,060−13.2% | Reduced |
| Centaurus Financial, Inc. | 13,578 | $214.0K | 0.01% | +6,465+90.9% | Added |
| Kovack Advisors, Inc. | 13,371 | $211.9K | 0.01% | +2,900+27.7% | Added |
| Atomi Financial Group, Inc. | 13,405 | $211.1K | 0.01% | −796−5.6% | Reduced |
| Callan Family Office, LLC | 13,229 | $208.4K | 0.00% | +1,091+9.0% | Added |
| SBI Securities Co., Ltd. | 13,025 | $205.1K | 0.00% | −477−3.5% | Reduced |
| Morse Asset Management, Inc | 13,004 | $204.8K | 0.03% | −31,026−70.5% | Reduced |
| Fidelis Capital Partners, LLC | 12,939 | $203.8K | 0.01% | −40−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 12,812 | $201.8K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 12,783 | $201.3K | 0.00% | −389−3.0% | Reduced |
| Maridea Wealth Management LLC | 12,732 | $200.5K | 0.02% | +1,774+16.2% | Added |
| Elevatus Welath Management | 12,731 | $200.5K | 0.05% | +12,731 | New |
| Pine Valley Investments Ltd Liability Co | 12,700 | $200.0K | 0.01% | −10.0% | Reduced |
| Fulton Bank, N.A. | 12,673 | $199.6K | 0.01% | +12,673 | New |
| Caxton Associates LLP | 12,585 | $198.2K | 0.00% | +12,585 | New |
| Dynamic Financial Group | 12,505 | $197.0K | 0.15% | +12,505 | New |
| Financial Engines Advisors L.L.C. | 12,192 | $192.0K | 0.00% | −55−0.4% | Reduced |
| LRI Investments, LLC | 12,144 | $191.3K | 0.02% | +11,314+1,363.1% | Added |
| Natixis | 12,142 | $191.2K | 0.00% | −274,925−95.8% | Reduced |
| Caption Management, LLC | 12,138 | $191.2K | 0.01% | −147,862−92.4% | Reduced |
| Insigneo Advisory Services, LLC | 12,134 | $191.1K | 0.01% | −30.0% | Reduced |
| Smartleaf Asset Management LLC | 12,237 | $189.7K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,002 | $189.0K | 0.00% | +746+6.6% | Added |
| EP Wealth Advisors, LLC | 11,995 | $188.9K | 0.00% | +1,568+15.0% | Added |
| Laird Norton Trust Company, LLC | 11,934 | $188.0K | 0.00% | −870−6.8% | Reduced |
| Axxion S.A. | 11,700 | $184.3K | 0.01% | +11,700 | New |
| MSA Advisors, LLC | 11,644 | $183.4K | 0.05% | 00.0% | Unchanged |
| City State Bank | 11,550 | $181.9K | 0.04% | +10,000+645.2% | Added |
| Johnson Investment Counsel Inc | 11,426 | $180.0K | 0.00% | +11,426 | New |
| Red Door Wealth Management, LLC | 11,403 | $179.6K | 0.02% | +265+2.4% | Added |
| Clear Harbor Asset Management, LLC | 11,300 | $178.0K | 0.01% | −330−2.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 11,180 | $176.1K | 0.03% | +110+1.0% | Added |
| OpenArc Corporate Advisory, LLC | 11,094 | $174.7K | 0.00% | −224−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 12,828 | $173.0K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,969 | $172.8K | 0.00% | +961+9.6% | Added |
| Savant Capital, LLC | 11,533 | $171.9K | 0.00% | +11,533 | New |
| Howe & Rusling Inc | 10,668 | $168.0K | 0.01% | +10,668 | New |
| Burney Co | 10,556 | $166.3K | 0.00% | −14,592−58.0% | Reduced |
| Principal Financial Group Inc | 10,465 | $164.8K | 0.00% | −286,634−96.5% | Reduced |
| Guggenheim Capital LLC | 10,423 | $164.2K | 0.00% | +10,423 | New |
| Envestnet Portfolio Solutions, Inc. | 10,391 | $163.7K | 0.00% | +10,391 | New |
| Eventide Asset Management, LLC | 10,516 | $163.0K | 0.00% | +10,516 | New |
| Private Trust Co NA | 10,262 | $161.6K | 0.01% | −311−2.9% | Reduced |
| Oppenheimer & Co Inc | 10,252 | $161.5K | 0.00% | −5,901−36.5% | Reduced |
| Garner Asset Management Corp | 10,219 | $160.9K | 0.05% | −50−0.5% | Reduced |
| Knollwood Investment Advisory, LLC | 10,208 | $160.8K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,176 | $160.3K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 10,161 | $160.0K | 0.02% | +10,161 | New |
| Atom Investors LP | 10,063 | $158.5K | 0.01% | −178,247−94.7% | Reduced |