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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 10,000 | $157.0K | 0.06% | +9,998+499,900.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,581 | $150.9K | 0.00% | +2,696+39.2% | Added |
| Allworth Financial LP | 9,496 | $149.6K | 0.00% | +2,225+30.6% | Added |
| Diversify Advisory Services, LLC | 10,497 | $141.6K | 0.00% | +10,497 | New |
| Diversify Wealth Management, LLC | 10,497 | $141.6K | 0.00% | +10,497 | New |
| Los Angeles Capital Management LLC | 8,825 | $139.0K | 0.00% | +4,452+101.8% | Added |
| Versant Capital Management, Inc | 8,437 | $132.9K | 0.01% | +135+1.6% | Added |
| CoreCap Advisors, LLC | 7,230 | $113.9K | 0.00% | +5,687+368.6% | Added |
| Ameritas Advisory Services, LLC | 7,186 | $113.2K | 0.00% | +7,186 | New |
| Groupe la Francaise | 7,133 | $112.3K | 0.00% | +7,133 | New |
| IFP Advisors, Inc | 6,961 | $109.6K | 0.00% | −2,844−29.0% | Reduced |
| Bryn Mawr Trust Co | 6,885 | $108.4K | 0.00% | +85+1.3% | Added |
| Bessemer Group Inc | 6,752 | $107.0K | 0.00% | −153−2.2% | Reduced |
| Perkins Coie Trust Co | 6,130 | $96.5K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,123 | $96.4K | 0.00% | −4,511−42.4% | Reduced |
| Bayforest Capital Ltd | 5,933 | $93.4K | 0.09% | +5,933 | New |
| Essential Partners LLC | 5,813 | $91.6K | 0.04% | +5,618+2,881.0% | Added |
| Cheviot Value Management, LLC | 5,658 | $89.1K | 0.01% | +250+4.6% | Added |
| Rothschild Investment LLC | 5,616 | $88.5K | 0.00% | +5,223+1,329.0% | Added |
| TFC Financial Management | 5,526 | $87.0K | 0.01% | +1,207+27.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,431 | $85.5K | 0.01% | −388−6.7% | Reduced |
| Parallel Advisors, LLC | 5,377 | $84.7K | 0.00% | −2,335−30.3% | Reduced |
| Parkside Financial Bank & Trust | 5,235 | $82.5K | 0.01% | −20−0.4% | Reduced |
| Leonteq Securities AG | 5,217 | $82.2K | 0.00% | −3,901−42.8% | Reduced |
| Geneos Wealth Management Inc. | 5,099 | $80.3K | 0.00% | +1,629+46.9% | Added |
| Westpac Banking Corp | 5,076 | $79.9K | 0.00% | +2,235+78.7% | Added |
| Salem Investment Counselors Inc | 5,000 | $78.8K | 0.00% | −500−9.1% | Reduced |
| Valley National Advisers Inc | 4,941 | $77.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 4,915 | $77.4K | 0.02% | +4,904+44,581.8% | Added |
| Spire Wealth Management | 4,682 | $73.7K | 0.00% | −706−13.1% | Reduced |
| V-Square Quantitative Management LLC | 4,515 | $71.1K | 0.01% | +709+18.6% | Added |
| Quarry LP | 4,498 | $70.8K | 0.01% | +4,128+1,115.7% | Added |
| Ronald Blue Trust, Inc. | 4,416 | $69.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,290 | $67.6K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 8,000 | $60.0K | 0.01% | −5,695−41.6% | Reduced |
| Clear Street Markets LLC | 3,803 | $59.9K | 0.01% | −409−9.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3,668 | $57.8K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,525 | $55.5K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 3,475 | $54.7K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,915 | $45.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,860 | $45.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,779 | $43.8K | 0.01% | −34−1.2% | Reduced |
| Asset Planning,Inc | 2,750 | $43.3K | 0.03% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 2,718 | $42.8K | 0.00% | +2,718 | New |
| IMA Wealth, Inc. | 2,711 | $42.7K | 0.00% | +2,711 | New |
| Keating Financial Advisory Services, Inc. | 2,612 | $41.1K | 0.01% | +328+14.4% | Added |
| Mather Group, LLC. | 2,577 | $40.6K | 0.00% | −24−0.9% | Reduced |
| Fedenia Advisers LLC | 2,515 | $39.6K | 0.01% | +2,515 | New |
| Purpose Unlimited Inc. | 2,500 | $39.4K | 0.00% | −1,075−30.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,449 | $39.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 2,471 | $38.9K | 0.01% | +1,680+212.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,400 | $37.8K | 0.00% | +2,200+1,100.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $34.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,119 | $33.4K | 0.00% | −291−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,110 | $33.2K | 0.00% | −21,004−90.9% | Reduced |
| Markowski Investments | 2,000 | $31.5K | 0.01% | +2,000 | New |
| Central Trust Co | 1,912 | $30.1K | 0.00% | +829+76.5% | Added |
| Vima LLC | 1,824 | $28.7K | 0.03% | +1,824 | New |
| International Assets Investment Management, LLC | 1,769 | $28.0K | 0.00% | +182+11.5% | Added |
| WPG Advisers, LLC | 1,684 | $26.5K | 0.02% | −954−36.2% | Reduced |
| Key Financial Inc | 1,672 | $26.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,650 | $26.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,581 | $24.9K | 0.00% | +1,532+3,126.5% | Added |
| Zions Bancorporation, National Association | 1,535 | $24.2K | 0.00% | +603+64.7% | Added |
| Quantbot Technologies LP | 1,508 | $23.8K | 0.00% | +1,508 | New |
| Ancora Advisors, LLC | 1,500 | $23.6K | 0.00% | −2,164−59.1% | Reduced |
| Anchor Bay Capital, Inc. | 1,489 | $20.5K | 0.01% | +1,489 | New |
| Larson Financial Group LLC | 1,270 | $20.0K | 0.00% | +439+52.8% | Added |
| Creative Financial Designs Inc | 1,268 | $20.0K | 0.00% | −950−42.8% | Reduced |
| Ionic Capital Management LLC | 1,266 | $19.9K | 0.02% | +1,266 | New |
| Transamerica Financial Advisors, Inc. | 1,171 | $18.4K | 0.00% | +471+67.3% | Added |
| TD Waterhouse Canada Inc. | 1,164 | $18.4K | 0.00% | −340−22.6% | Reduced |
| Quent Capital, LLC | 1,123 | $17.7K | 0.00% | +699+164.9% | Added |
| First Horizon Corp | 1,104 | $17.4K | 0.00% | −1,117−50.3% | Reduced |
| Acumen Wealth Advisors, LLC | 1,100 | $17.3K | 0.00% | −264−19.4% | Reduced |
| Security National Bank | 1,000 | $15.8K | 0.00% | +163+19.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 923 | $14.5K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 869 | $13.7K | 0.01% | +77+9.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 850 | $13.4K | 0.00% | +850 | New |
| Global X Japan Co., Ltd. | 849 | $13.4K | 0.00% | +849 | New |
| Private Wealth Asset Management, LLC | 841 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 834 | $13.1K | 0.00% | −150−15.2% | Reduced |
| Bare Financial Services, Inc | 758 | $11.9K | 0.00% | +54+7.7% | Added |
| True Wealth Design, LLC | 758 | $11.9K | 0.00% | +630+492.2% | Added |
| Solstein Capital, LLC | 740 | $11.7K | 0.00% | −190−20.4% | Reduced |
| Quaker Wealth Management, LLC | 729 | $11.5K | 0.00% | +509+231.4% | Added |
| Atlantic Union Bankshares Corp | 674 | $10.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 625 | $10.0K | 0.01% | +63+11.2% | Added |
| Hickory Point Bank & Trust | 600 | $9.45K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 590 | $9.29K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 574 | $9.04K | 0.00% | −3,414−85.6% | Reduced |
| Rossby Financial, LCC | 573 | $9.03K | 0.00% | −211−26.9% | Reduced |
| Avion Wealth | 634 | $9.00K | 0.00% | +71+12.6% | Added |
| Fortitude Family Office, LLC | 555 | $8.74K | 0.00% | +48+9.5% | Added |
| NBC Securities, Inc. | 521 | $8.21K | 0.00% | +40+8.3% | Added |
| Murphy & Mullick Capital Management Corp | 500 | $7.88K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 502 | $7.86K | 0.00% | +502 | New |
| Grove Bank & Trust | 443 | $6.98K | 0.00% | −345−43.8% | Reduced |
| Silver Grove Financial Group, Inc. | 413 | $6.50K | 0.00% | +413 | New |
| First Command Advisory Services, Inc. | 388 | $6.11K | 0.00% | +348+870.0% | Added |