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、1 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。
2026 年第 1 季 13F 持有人
Rocket Companies, Inc. 在 2026/3/31 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
- 819
- 較 2025 年第 4 季 +43 家
- 持有股數
- 8.30 億
- 較 2025 年第 4 季 +1.02 億 (+14.0%)
- 總市值
- $118.2 億
- 較 2025 年第 4 季 −$22.8 億 (−16.2%)
- 新進機構
- 150
- 另有 305 家加碼
- 清倉機構
- 107
- 另有 250 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 10,125 | $14.4 萬 | 0.02% | +10,125 | 新進 |
| Bridges Investment Management Inc | 10,176 | $14.5 萬 | 0.00% | −869−7.9% | 減碼 |
| Knollwood Investment Advisory, LLC | 10,208 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Garner Asset Management Corp | 10,269 | $14.6 萬 | 0.06% | −500−4.6% | 減碼 |
| Oak Thistle LLC | 10,404 | $14.8 萬 | 0.01% | +10,404 | 新進 |
| EP Wealth Advisors, LLC | 10,427 | $14.9 萬 | 0.00% | +10,427 | 新進 |
| Meeder Advisory Services, Inc. | 10,564 | $15.1 萬 | 0.01% | +10,564 | 新進 |
| Private Trust Co NA | 10,573 | $15.1 萬 | 0.01% | +801+8.2% | 加碼 |
| Kovack Advisors, Inc. | 10,471 | $15.1 萬 | 0.01% | +10,471 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 10,634 | $15.2 萬 | 0.00% | −2,694−20.2% | 減碼 |
| Chase Investment Counsel Corp | 10,912 | $15.5 萬 | 0.04% | −6,149−36.0% | 減碼 |
| Maridea Wealth Management LLC | 10,958 | $15.6 萬 | 0.02% | +10,958 | 新進 |
| Laurel Oak Wealth Management, LLC | 11,070 | $15.8 萬 | 0.03% | −2,685−19.5% | 減碼 |
| Red Door Wealth Management, LLC | 11,138 | $15.9 萬 | 0.02% | +698+6.7% | 加碼 |
| Citizens Financial Group Inc | 11,256 | $16.0 萬 | 0.00% | +11,256 | 新進 |
| Verus Financial Partners, Inc. | 10,214 | $16.1 萬 | 0.01% | +10,214 | 新進 |
| OpenArc Corporate Advisory, LLC | 11,318 | $16.1 萬 | 0.00% | −1,193−9.5% | 減碼 |
| Panoramic Investment Advisors, LLC | 11,450 | $16.3 萬 | 0.09% | +200+1.8% | 加碼 |
| Smartleaf Asset Management LLC | 12,237 | $16.5 萬 | 0.01% | −9,753−44.4% | 減碼 |
| Canada Pension Plan Investment Board | 11,598 | $16.5 萬 | 0.00% | −1,578,077−99.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 11,630 | $16.6 萬 | 0.01% | +1,000+9.4% | 加碼 |
| MSA Advisors, LLC | 11,644 | $16.6 萬 | 0.05% | +11,644 | 新進 |
| Prelude Capital Management, LLC | 11,820 | $16.8 萬 | 0.01% | −8,180−40.9% | 減碼 |
| Insigneo Advisory Services, LLC | 12,137 | $17.3 萬 | 0.01% | −1,125−8.5% | 減碼 |
| Callan Family Office, LLC | 12,138 | $17.3 萬 | 0.00% | −7,973−39.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 12,247 | $17.5 萬 | 0.00% | −16−0.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 12,828 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 12,406 | $17.7 萬 | 0.00% | −22,229−64.2% | 減碼 |
| Corps Capital Advisors, LLC | 12,500 | $17.8 萬 | 0.15% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 12,701 | $18.1 萬 | 0.01% | −8,600−40.4% | 減碼 |
| Advisors Capital Management, LLC | 12,706 | $18.1 萬 | 0.00% | +12,706 | 新進 |
| Massar Capital Management, LP | 12,740 | $18.2 萬 | 0.04% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 12,804 | $18.2 萬 | 0.00% | −2,960−18.8% | 減碼 |
| Siemens Fonds Invest GmbH | 12,812 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 12,828 | $18.3 萬 | 0.05% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 12,979 | $18.5 萬 | 0.01% | −558−4.1% | 減碼 |
| Kestra Investment Management, LLC | 13,008 | $18.5 萬 | 0.00% | +13,008 | 新進 |
| FDx Advisors, Inc. | 13,065 | $18.6 萬 | 0.06% | +13,065 | 新進 |
| Blueprint Investment Partners LLC | 13,060 | $18.6 萬 | 0.02% | +13,060 | 新進 |
| Great Lakes Advisors, LLC | 13,172 | $18.8 萬 | 0.00% | −536−3.9% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 13,467 | $19.2 萬 | 0.00% | −30,401−69.3% | 減碼 |
| SBI Securities Co., Ltd. | 13,502 | $19.2 萬 | 0.01% | −1,053−7.2% | 減碼 |
| Vestor Capital, LLC | 13,695 | $19.5 萬 | 0.01% | +12,845+1,511.2% | 加碼 |
| Anchor Capital Advisors LLC | 13,975 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| Davenport & Co LLC | 14,199 | $20.2 萬 | 0.00% | −12,703−47.2% | 減碼 |
| Atomi Financial Group, Inc. | 14,201 | $20.2 萬 | 0.01% | −2,691−15.9% | 減碼 |
| NewEdge Wealth, LLC | 14,457 | $20.6 萬 | 0.00% | +1,253+9.5% | 加碼 |
| Sig Brokerage, LP | 14,933 | $21.3 萬 | 0.06% | −109,302−88.0% | 減碼 |
| Concentric Capital Strategies, LP | 15,037 | $21.4 萬 | 0.02% | +15,037 | 新進 |
| Concurrent Investment Advisors, LLC | 15,171 | $21.6 萬 | 0.00% | +489+3.3% | 加碼 |
| Ballentine Partners, LLC | 15,264 | $21.8 萬 | 0.00% | +565+3.8% | 加碼 |
| Pointe Capital Management LLC | 15,330 | $21.8 萬 | 0.11% | 00.0% | 不變 |
| MetLife Investment Management | 15,434 | $22.0 萬 | 0.00% | +23+0.1% | 加碼 |
| Hook Mill Capital Partners, LP | 15,445 | $22.0 萬 | 0.02% | +3,585+30.2% | 加碼 |
| SRS Capital Advisors, Inc. | 15,361 | $22.1 萬 | 0.01% | −1,933−11.2% | 減碼 |
| Momentum Wealth Planning, LLC | 15,500 | $22.1 萬 | 0.20% | +2,700+21.1% | 加碼 |
| First Trust Advisors LP | 15,634 | $22.3 萬 | 0.00% | −2,706−14.8% | 減碼 |
| Ethic Inc. | 15,649 | $22.3 萬 | 0.00% | +2,754+21.4% | 加碼 |
| Transcend Wealth Collective, LLC | 15,735 | $22.4 萬 | 0.02% | +2,351+17.6% | 加碼 |
| Apollon Wealth Management, LLC | 15,786 | $22.5 萬 | 0.00% | +1,781+12.7% | 加碼 |
| Jacobi Capital Management LLC | 15,885 | $22.6 萬 | 0.01% | +205+1.3% | 加碼 |
| Harbour Investments, Inc. | 15,966 | $22.8 萬 | 0.00% | +938+6.2% | 加碼 |
| Thompson Davis & Co., Inc. | 16,100 | $22.9 萬 | 0.15% | +16,100 | 新進 |
| Arkadios Wealth Advisors | 16,135 | $23.0 萬 | 0.00% | +2,664+19.8% | 加碼 |
| Oppenheimer & Co Inc | 16,153 | $23.0 萬 | 0.00% | +5,342+49.4% | 加碼 |
| Intrinsic Value Partners, LLC | 16,164 | $23.0 萬 | 0.18% | −100−0.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 16,221 | $23.1 萬 | 0.00% | +16,221 | 新進 |
| Guardian Wealth Advisors, LLC | 16,405 | $23.4 萬 | 0.01% | −1,933−10.5% | 減碼 |
| Wittenberg Investment Management, Inc. | 16,500 | $23.5 萬 | 0.09% | 00.0% | 不變 |
| Northern Lights Advisors, Inc. | 16,592 | $23.6 萬 | 0.16% | 00.0% | 不變 |
| Spartan Wealth Advisory Services LLC | 16,771 | $23.9 萬 | 0.02% | +16,771 | 新進 |
| Yousif Capital Management, LLC | 16,924 | $24.1 萬 | 0.00% | +4,950+41.3% | 加碼 |
| McAdam, LLC | 17,108 | $24.4 萬 | 0.01% | +4,223+32.8% | 加碼 |
| 1832 Asset Management L.P. | 17,124 | $24.4 萬 | 0.00% | −2,800,159−99.4% | 減碼 |
| Trueblood Wealth Management, LLC | 17,207 | $24.5 萬 | 0.10% | −2,835−14.1% | 減碼 |
| Promethium Advisors,llc | 17,550 | $25.0 萬 | 0.13% | +50+0.3% | 加碼 |
| Aragon Global Management, LP | 18,000 | $25.6 萬 | 0.18% | −404,400−95.7% | 減碼 |
| Oxford Financial Group Ltd | 18,000 | $25.6 萬 | 0.01% | +18,000 | 新進 |
| Levin Capital Strategies, L.P. | 18,407 | $26.2 萬 | 0.02% | −2,000−9.8% | 減碼 |
| RFG Advisory, LLC | 18,513 | $26.4 萬 | 0.00% | −1,680−8.3% | 減碼 |
| Greenleaf Trust | 18,567 | $26.5 萬 | 0.00% | +292+1.6% | 加碼 |
| Penserra Capital Management LLC | 18,671 | $26.6 萬 | 0.00% | +434+2.4% | 加碼 |
| UniSuper Management Pty Ltd | 19,000 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 19,118 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 19,322 | $27.5 萬 | 0.02% | −553−2.8% | 減碼 |
| National Philanthropic Trust | 19,348 | $27.6 萬 | 0.00% | +6,900+55.4% | 加碼 |
| Jupiter Wealth Management LLC | 20,000 | $27.7 萬 | 0.11% | +20,000 | 新進 |
| Arete Wealth Advisors, LLC | 19,570 | $27.9 萬 | 0.02% | −7,746−28.4% | 減碼 |
| Valeo Financial Advisors, LLC | 19,650 | $28.0 萬 | 0.01% | −433−2.2% | 減碼 |
| Pinnacle Financial Partners, Inc. | 19,673 | $28.0 萬 | 0.00% | −6,091−23.6% | 減碼 |
| Aigen Investment Management, LP | 19,686 | $28.1 萬 | 0.07% | −58,506−74.8% | 減碼 |
| Clear Wave Wealth Management LLC | 19,914 | $28.4 萬 | 0.07% | +19,914 | 新進 |
| Keybank National Association | 19,943 | $28.4 萬 | 0.00% | −2,119−9.6% | 減碼 |
| Alpine Global Management, LLC | 20,000 | $28.5 萬 | 0.04% | −93,000−82.3% | 減碼 |
| Capricorn Fund Managers Ltd | 20,068 | $28.6 萬 | 0.04% | +20,068 | 新進 |
| Alamea Verwaltungs GmbH | 20,148 | $28.7 萬 | 0.21% | +5,448+37.1% | 加碼 |
| Keebeck Wealth Management, LLC | 20,341 | $29.0 萬 | 0.03% | −14,934−42.3% | 減碼 |
| Dakota Wealth Management | 20,409 | $29.1 萬 | 0.01% | +58+0.3% | 加碼 |
| Steel Peak Wealth Management LLC | 20,461 | $29.2 萬 | 0.01% | −20,000−49.4% | 減碼 |
| Vestcor Inc | 20,500 | $29.2 萬 | 0.01% | 00.0% | 不變 |