Rocket Companies, Inc.
RKT- 交易所
- NYSE
- 產業
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001805284
近 90 天，Rocket Companies, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 798 家機構在 13F 申報持有，市值合計 $151.4 億；ValueAct 資本和杜肯家族辦公室兩位大師持有。
2025 年第 4 季 13F 持有人
Rocket Companies, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 789
- 較 2025 年第 3 季 +285 家
- 持有股數
- 8.24 億
- 較 2025 年第 3 季 +4.85 億 (+143.5%)
- 總市值
- $159.5 億
- 較 2025 年第 3 季 +$94.0 億 (+143.4%)
- 新進機構
- 353
- 另有 310 家加碼
- 清倉機構
- 68
- 另有 80 家減碼
另有 5 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 RKT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 798 | $151.4 億 |
| 2026 年第 1 季 | 819 | $118.2 億 |
| 2025 年第 4 季 | 789 | $159.5 億 |
| 2025 年第 3 季 | 509 | $65.6 億 |
| 2025 年第 2 季 | 375 | $29.9 億 |
| 2025 年第 1 季 | 309 | $16.6 億 |
| 2024 年第 4 季 | 269 | $12.3 億 |
| 2024 年第 3 季 | 270 | $19.5 億 |
| 2024 年第 2 季 | 255 | $13.2 億 |
| 2024 年第 1 季 | 238 | $13.8 億 |
| 2023 年第 4 季 | 237 | $13.1 億 |
| 2023 年第 3 季 | 229 | $6.69 億 |
| 2023 年第 2 季 | 213 | $7.24 億 |
| 2023 年第 1 季 | 242 | $7.81 億 |
| 2022 年第 4 季 | 238 | $6.19 億 |
| 2022 年第 3 季 | 219 | $4.99 億 |
| 2022 年第 2 季 | 237 | $6.05 億 |
| 2022 年第 1 季 | 240 | $8.97 億 |
| 2021 年第 4 季 | 257 | $10.3 億 |
| 2021 年第 3 季 | 239 | $11.8 億 |
| 2021 年第 2 季 | 234 | $14.3 億 |
| 2021 年第 1 季 | 261 | $16.9 億 |
2025 年第 4 季持有機構
每家機構持有 Rocket Companies, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 500 | $9,681 | 0.00% | +500 | 新進 |
| SHP Wealth Management | 518 | $1.00 萬 | 0.00% | +518 | 新進 |
| Elyxium Wealth, LLC | 525 | $1.02 萬 | 0.00% | +525 | 新進 |
| Sofos Investments, Inc. | 553 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 615 | $1.10 萬 | 0.00% | +151+32.5% | 加碼 |
| United Financial Planning Group LLC | 590 | $1.14 萬 | 0.01% | +590 | 新進 |
| LRI Investments, LLC | 657 | $1.27 萬 | 0.00% | +401+156.6% | 加碼 |
| Salomon & Ludwin, LLC | 608 | $1.28 萬 | 0.00% | −4,331−87.7% | 減碼 |
| Raiffeisen Bank International AG | 669 | $1.34 萬 | 0.00% | +669 | 新進 |
| Zions Bancorporation, National Association | 739 | $1.43 萬 | 0.00% | +739 | 新進 |
| Atlantic Union Bankshares Corp | 742 | $1.44 萬 | 0.00% | +51+7.4% | 加碼 |
| Marshall & Sterling Wealth Advisors Inc. | 792 | $1.53 萬 | 0.01% | 00.0% | 不變 |
| Berbice Capital Management LLC | 800 | $1.55 萬 | 0.01% | +800 | 新進 |
| Private Wealth Asset Management, LLC | 841 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 923 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 941 | $1.82 萬 | 0.01% | +798+558.0% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,119 | $2.17 萬 | 0.00% | +1,119 | 新進 |
| Hollencrest Capital Management | 1,200 | $2.32 萬 | 0.00% | +200+20.0% | 加碼 |
| Contravisory Investment Management, Inc. | 1,210 | $2.34 萬 | 0.00% | +1,210 | 新進 |
| Strategic Blueprint, LLC | 1,212 | $2.35 萬 | 0.00% | +1,212 | 新進 |
| Covestor Ltd | 1,251 | $2.40 萬 | 0.01% | +1,214+3,281.1% | 加碼 |
| Truvestments Capital LLC | 1,338 | $2.59 萬 | 0.00% | +1,338 | 新進 |
| Acumen Wealth Advisors, LLC | 1,364 | $2.64 萬 | 0.01% | +1,364 | 新進 |
| International Assets Investment Management, LLC | 1,436 | $2.78 萬 | 0.00% | −15,054−91.3% | 減碼 |
| Pinnacle Bancorp, Inc. | 1,503 | $2.91 萬 | 0.01% | +1,183+369.7% | 加碼 |
| City State Bank | 1,550 | $3.00 萬 | 0.01% | +1,550 | 新進 |
| Smithfield Trust Co | 1,650 | $3.20 萬 | 0.00% | +1,650 | 新進 |
| Creative Financial Designs Inc | 1,660 | $3.21 萬 | 0.00% | −350−17.4% | 減碼 |
| Key Financial Inc | 1,672 | $3.24 萬 | 0.01% | +1,672 | 新進 |
| Steigerwald, Gordon & Koch Inc. | 2,200 | $4.26 萬 | 0.00% | +2,200 | 新進 |
| Keating Financial Advisory Services, Inc. | 2,228 | $4.31 萬 | 0.01% | +2,228 | 新進 |
| Sound Income Strategies, LLC | 1,974 | $4.59 萬 | 0.00% | +1,540+354.8% | 加碼 |
| WPG Advisers, LLC | 2,427 | $4.70 萬 | 0.03% | +1,660+216.4% | 加碼 |
| Capital Advisors, Ltd. LLC | 2,493 | $4.80 萬 | 0.01% | +44+1.8% | 加碼 |
| Oakum Bay Capital LLC | 2,500 | $4.84 萬 | 0.03% | +2,500 | 新進 |
| MAI Capital Management | 2,738 | $5.30 萬 | 0.00% | +90+3.4% | 加碼 |
| Basecamp Wealth Advisors LLC | 2,746 | $5.32 萬 | 0.01% | +2,746 | 新進 |
| Asset Planning,Inc | 2,750 | $5.32 萬 | 0.04% | +2,750 | 新進 |
| Westpac Banking Corp | 2,841 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 2,857 | $5.53 萬 | 0.01% | +520+22.3% | 加碼 |
| Caitong International Asset Management Co., Ltd | 2,880 | $5.58 萬 | 0.01% | −1,110−27.8% | 減碼 |
| Brown Brothers Harriman & Co | 2,915 | $5.64 萬 | 0.00% | +2,865+5,730.0% | 加碼 |
| Westside Investment Management, Inc. | 2,860 | $5.69 萬 | 0.01% | +2,860 | 新進 |
| First Horizon Corp | 3,056 | $5.92 萬 | 0.00% | +2,327+319.2% | 加碼 |
| Geneos Wealth Management Inc. | 3,170 | $6.14 萬 | 0.00% | +1,217+62.3% | 加碼 |
| V-Square Quantitative Management LLC | 3,368 | $6.52 萬 | 0.01% | +3,368 | 新進 |
| Miller Wealth Advisors, LLC | 3,475 | $6.73 萬 | 0.02% | +1,825+110.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 3,525 | $6.82 萬 | 0.00% | +3,025+605.0% | 加碼 |
| CoreCap Advisors, LLC | 3,530 | $6.83 萬 | 0.00% | −1,250−26.2% | 減碼 |
| Pioneer Family Office, LLC | 3,630 | $7.03 萬 | 0.05% | +3,630 | 新進 |
| DHJJ Financial Advisors, Ltd. | 3,668 | $7.10 萬 | 0.02% | 00.0% | 不變 |
| Leonteq Securities AG | 3,693 | $7.15 萬 | 0.00% | +3,693 | 新進 |
| Larson Financial Group LLC | 4,156 | $8.05 萬 | 0.00% | +252+6.5% | 加碼 |
| Cheviot Value Management, LLC | 3,908 | $8.11 萬 | 0.01% | +1,500+62.3% | 加碼 |
| JNBA Financial Advisors | 4,290 | $8.31 萬 | 0.01% | +4,290 | 新進 |
| TFC Financial Management | 4,319 | $8.36 萬 | 0.01% | +11+0.3% | 加碼 |
| Ronald Blue Trust, Inc. | 4,519 | $8.75 萬 | 0.00% | +4,491+16,039.3% | 加碼 |
| Banque Cantonale Vaudoise | 4,695 | $9.10 萬 | 0.00% | +4,694+469,400.0% | 加碼 |
| Valley National Advisers Inc | 4,941 | $9.50 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 5,458 | $10.6 萬 | 0.01% | +3,741+217.9% | 加碼 |
| Jessup Wealth Management, Inc | 5,531 | $10.7 萬 | 0.04% | +5,531 | 新進 |
| Perkins Coie Trust Co | 6,130 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Centiva Capital, LP | 6,321 | $12.2 萬 | 0.01% | +6,321 | 新進 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,369 | $12.3 萬 | 0.00% | +6,369 | 新進 |
| Sunbelt Securities, Inc. | 6,448 | $12.5 萬 | 0.01% | +33+0.5% | 加碼 |
| Bessemer Group Inc | 6,691 | $13.0 萬 | 0.00% | +6,391+2,130.3% | 加碼 |
| Bryn Mawr Trust Co | 6,800 | $13.2 萬 | 0.00% | +6,800 | 新進 |
| Tower Research Capital LLC (TRC) | 7,429 | $14.4 萬 | 0.00% | −117,975−94.1% | 減碼 |
| Parallel Advisors, LLC | 7,683 | $14.9 萬 | 0.00% | +4,416+135.2% | 加碼 |
| Allworth Financial LP | 8,023 | $15.5 萬 | 0.00% | +4,780+147.4% | 加碼 |
| FNY Investment Advisers, LLC | 8,255 | $15.9 萬 | 0.05% | +8,255 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 8,247 | $16.0 萬 | 0.00% | +6,544+384.3% | 加碼 |
| Versant Capital Management, Inc | 8,618 | $16.7 萬 | 0.02% | +2,947+52.0% | 加碼 |
| IFP Advisors, Inc | 8,639 | $16.7 萬 | 0.00% | +739+9.4% | 加碼 |
| Cranbrook Wealth Management, LLC | 8,644 | $16.7 萬 | 0.03% | −1,000−10.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 12,828 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 9,772 | $18.9 萬 | 0.02% | +9,772 | 新進 |
| Archer Investment Corp | 9,939 | $19.2 萬 | 0.04% | +9,839+9,839.0% | 加碼 |
| Excelsior Advisor Network LLC | 10,000 | $19.4 萬 | 0.09% | +10,000 | 新進 |
| Journey Strategic Wealth LLC | 10,022 | $19.4 萬 | 0.01% | +10,022 | 新進 |
| Knollwood Investment Advisory, LLC | 10,208 | $19.8 萬 | 0.02% | +10,208 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 10,210 | $19.8 萬 | 0.02% | +10,210 | 新進 |
| Johnson Investment Counsel Inc | 10,291 | $19.9 萬 | 0.00% | +10,291 | 新進 |
| 44 Wealth Management LLC | 10,300 | $19.9 萬 | 0.07% | +10,300 | 新進 |
| Hilltop Holdings Inc. | 10,361 | $20.1 萬 | 0.01% | +10,361 | 新進 |
| Farringdon Capital, Ltd. | 10,382 | $20.1 萬 | 0.05% | +10,382 | 新進 |
| Red Door Wealth Management, LLC | 10,440 | $20.2 萬 | 0.02% | +411+4.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 10,630 | $20.6 萬 | 0.01% | +10,630 | 新進 |
| Garner Asset Management Corp | 10,769 | $20.8 萬 | 0.08% | +10.0% | 加碼 |
| Oppenheimer & Co Inc | 10,811 | $20.9 萬 | 0.00% | −52,854−83.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 10,851 | $21.0 萬 | 0.00% | +10,851 | 新進 |
| Integrated Wealth Concepts LLC | 11,020 | $21.3 萬 | 0.00% | −22,365−67.0% | 減碼 |
| Bridges Investment Management Inc | 11,045 | $21.4 萬 | 0.00% | +869+8.5% | 加碼 |
| Panoramic Investment Advisors, LLC | 11,250 | $21.8 萬 | 0.12% | +250+2.3% | 加碼 |
| Town Capital LLC | 11,550 | $22.4 萬 | 0.18% | +11,550 | 新進 |
| Hook Mill Capital Partners, LP | 11,860 | $23.0 萬 | 0.02% | +11,860 | 新進 |
| Deeter Investments LLP | 11,900 | $23.0 萬 | 0.05% | +11,900 | 新進 |
| Nomura Holdings Inc | 11,943 | $23.1 萬 | 0.00% | −100,430−89.4% | 減碼 |
| Greenland Capital Management LP | 12,000 | $23.2 萬 | 0.03% | −8,000−40.0% | 減碼 |
| Financial Engines Advisors L.L.C. | 12,263 | $23.7 萬 | 0.00% | −7−0.1% | 減碼 |