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Rocket Companies (RKT) Institutional Ownership

Rocket Companies logo
$15.72 -0.13 (-0.80%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$15.66 -0.07 (-0.43%)
As of 07/2/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Rocket Companies (NYSE:RKT)

Current
Institutional Ownership
Percentage
4.59%
Number of
Institutional Buyers
(last 12 months)
566
Total
Institutional Inflows
(last 12 months)
$7.45B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$645.03M
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RKT Institutional Buying and Selling by Quarter

Rocket Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026MassMutual Private Wealth & Trust FSB39,134$616K0.0%-8.1%0.001%
7/2/2026Hilltop National Bank4,915$77K0.0%+44,581.8%0.000%
7/2/2026CX Institutional132,700$2.09M0.1%+7.8%0.005%
6/3/2026NewEdge Advisors LLC44,434$633K0.0%+96.0%0.002%
5/28/2026Carlson Capital L.P.37,500$534K0.2%N/A0.001%
5/21/2026Vestor Capital LLC13,695$195K0.0%+1,511.2%0.000%
5/20/2026Arete Wealth Advisors LLC19,570$279K0.0%-28.4%0.001%
5/19/2026Bank of America Corp DE16,168,327$230.40M0.0%-2.1%0.573%
5/19/2026Anson Funds Management LP165,000$2.35M0.2%N/A0.006%
5/19/2026Lodge Hill Capital LLC2,381,150$33.93M5.0%+7.9%0.084%
5/19/2026Centaurus Financial Inc.7,113$101K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors16,135$230K0.0%+19.8%0.001%
5/19/2026South Dakota Investment Council272,589$3.88M0.1%-10.4%0.010%
5/19/2026Atreides Management LP6,114,947$87.14M1.7%+69.7%0.217%
5/19/2026Arete Wealth Advisors LLC19,570$279K0.0%-28.4%0.001%
5/18/2026Guardian Partners Inc.91,301$1.31M0.1%-10.8%0.003%
5/18/2026MSA Advisors LLC11,644$166K0.0%N/A0.000%
5/18/2026Amundi13,725,878$195.59M0.1%+152.1%0.487%
5/18/2026Gould Capital LLC78,751$1.12M0.7%-17.2%0.003%
5/18/2026EverSource Wealth Advisors LLC29,872$426K0.0%+61.7%0.001%
5/18/2026California State Teachers Retirement System1,067,602$15.21M0.0%-2.6%0.038%
5/18/2026Royal Bank of Canada1,606,227$22.89M0.0%+34.2%0.057%
5/18/2026Empowered Funds LLC173,262$2.47M0.0%+160.6%0.006%
5/18/2026FACT Capital LP141,190$2.01M1.3%N/A0.005%
5/16/2026The Manufacturers Life Insurance Company 84,826$1.21M0.0%-66.8%0.003%
5/16/2026Quantinno Capital Management LP1,079,686$15.39M0.0%+110.4%0.038%
5/16/2026Clough Capital Partners L P1,536,830$21.90M2.1%-10.6%0.055%
5/16/2026SummitTX Capital L.P.237,781$3.39M0.1%-8.5%0.008%
5/16/2026Castleark Management LLC34,960$498K0.0%-92.7%0.001%
5/15/2026Delta Global Management LP981,153$13.98M1.1%+21.4%0.035%
5/15/2026Lombard Odier Asset Management Switzerland SA28,800$410K0.0%+25.2%0.001%
5/15/2026Waverly Advisors LLC238,335$3.40M0.0%-0.4%0.008%
5/15/2026Kryger Capital LLC87,393$1.25M0.1%N/A0.003%
5/15/2026Bridgewater Advisors Inc.286,808$3.87M0.2%+19.0%0.010%
5/15/2026Cannell & Spears LLC1,072,530$15.28M0.3%+1,110.0%0.038%
5/14/2026Renaissance Technologies LLC2,185,483$31.14M0.0%N/A0.078%
5/14/2026Gabelli Funds LLC152,500$2.17M0.0%N/A0.005%
5/14/2026Public Employees Retirement System of Ohio561,187$8.00M0.0%+7.6%0.020%
5/14/2026Compound Planning Inc.14,201$202K0.0%-15.9%0.001%
5/14/2026Keebeck Wealth Management20,341$290K0.0%-42.3%0.001%
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5/14/2026Compass Rose Asset Management LP1,090,000$15.53M1.2%N/A0.039%
5/14/2026Bank of Nova Scotia68,220$972K0.0%-90.7%0.002%
5/14/2026Sei Investments Co.2,411,225$34.36M0.0%+196.1%0.086%
5/14/2026Lido Advisors LLC46,069$657K0.0%N/A0.002%
5/14/2026State of Wyoming67,562$963K0.1%+138.8%0.002%
5/13/2026Levin Capital Strategies L.P.18,407$262K0.0%-9.8%0.001%
5/13/2026NewEdge Wealth LLC14,457$206K0.0%+9.5%0.001%
5/13/2026First Trust Advisors LP15,634$223K0.0%-14.8%0.001%
5/12/2026Chase Investment Counsel Corp10,912$155K0.0%-36.0%0.000%
5/12/2026ABN Amro Investment Solutions29,252$417K0.0%N/A0.001%
5/8/2026PNC Financial Services Group Inc.27,159$387K0.0%-2.4%0.001%
5/8/2026Andra AP fonden729,357$10.39M0.1%+48.0%0.026%
5/8/2026Cassaday & Co Wealth Management LLC2,410$34K0.0%N/A0.000%
5/7/2026Meeder Advisory Services Inc.10,564$151K0.0%N/A0.000%
5/7/2026Dimensional Fund Advisors LP4,110,725$58.53M0.0%-10.9%0.146%
5/7/2026KBC Group NV775,246$11.05M0.0%+425.3%0.027%
5/7/2026Momentum Wealth Planning LLC15,500$221K0.2%+21.1%0.001%
5/7/2026SEB Asset Management AB185,778$2.65M0.0%N/A0.007%
5/7/2026Swiss National Bank2,696,000$38.42M0.0%+7.2%0.096%
5/7/2026Mediolanum International Funds Ltd450,557$6.08M0.1%-41.9%0.016%
5/7/2026Spartan Wealth Advisory Services LLC16,771$239K0.0%N/A0.001%
5/6/2026California Public Employees Retirement System846,198$12.06M0.0%+323.1%0.030%
5/6/2026Assetmark Inc.147,953$2.11M0.0%+5.8%0.005%
5/6/2026SteelPeak Wealth LLC20,461$292K0.0%-49.4%0.001%
5/6/2026Allspring Global Investments Holdings LLC2,630,845$37.96M0.1%+1.7%0.093%
5/5/2026Wealthfront Advisers LLC766,574$10.92M0.0%-1.9%0.027%
5/5/2026D.A. Davidson & CO.756,926$10.79M0.1%+4.1%0.027%
5/5/2026Bank of New York Mellon Corp3,714,692$52.93M0.0%-4.8%0.132%
5/5/2026Sanctuary Advisors LLC60,709$865K0.0%+10.2%0.002%
5/4/2026Principal Financial Group Inc.297,099$4.23M0.0%-30.2%0.011%
5/4/2026J. Safra Sarasin Holding AG61,988$883K0.0%-82.1%0.002%
5/1/2026Citizens Financial Group Inc. RI11,256$160K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp274,899$3.92M0.0%+78.2%0.010%
5/1/2026Candriam S.C.A.46,970$669K0.0%-1.4%0.002%
5/1/2026Sequoia Financial Advisors LLC52,362$746K0.0%+24.3%0.002%
5/1/2026Beirne Wealth Consulting Services LLC35,750$509K0.1%-38.1%0.001%
4/30/2026Equitable Trust Co.32,856$468K0.0%+22.2%0.001%
4/30/2026Summit Securities Group LLC4,212$60K0.0%N/A0.000%
4/30/2026First Horizon Corp2,221$32K0.0%-27.3%0.000%
4/30/2026Kestra Advisory Services LLC87,407$1.25M0.0%-46.7%0.003%
4/30/2026Sumitomo Mitsui Trust Group Inc.1,742,414$24.83M0.0%-1.7%0.062%
4/30/2026Resona Asset Management Co. Ltd.262,084$3.71M0.0%-4.0%0.009%
4/29/2026Burney Co.25,148$358K0.0%-92.0%0.001%
4/28/2026FLP Wealth Management LLC22,942$327K0.5%+50.7%0.001%
4/28/2026Abel Hall LLC28,333$404K0.1%+21.2%0.001%
4/28/2026QRG Capital Management Inc.36,239$516K0.0%+95.9%0.001%
4/27/2026HB Wealth Management LLC25,782$367K0.0%+16.7%0.001%
4/27/2026Baer Investment Advisory LLC20,619$294K0.0%N/A0.001%
4/27/2026World Investment Advisors28,667$409K0.0%+5.5%0.001%
4/27/2026Sierra Summit Advisors LLC956,485$13.63M2.0%+4.5%0.034%
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4/27/2026Leonteq Securities AG9,118$130K0.0%+146.9%0.000%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund344,786$4.91M0.0%+36.8%0.012%
4/27/2026Elevation Point Wealth Partners LLC64,105$913K0.0%N/A0.002%
4/25/2026Peregrine Asset Advisers Inc.195,956$2.79M0.8%-34.1%0.007%
4/25/2026Keybank National Association OH19,943$284K0.0%-9.6%0.001%
4/24/2026Canton Hathaway LLC165,880$2.36M0.5%+686.2%0.006%
4/24/2026USS Investment Management Ltd169,845$2.42M0.0%+4.8%0.006%
4/24/2026IFM Investors Pty Ltd179,165$2.55M0.0%+8.4%0.006%
4/24/2026Capricorn Fund Managers Ltd20,068$286K0.0%N/A0.001%
4/23/2026Lansforsakringar Fondforvaltning AB publ274,034$3.91M0.0%-11.8%0.010%


RKT Institutional Ownership - Frequently Asked Questions

During the previous two years, 670 institutional investors and hedge funds held shares of Rocket Companies. The most heavily invested institutionals were Vanguard Group Inc. ($1.69B), ValueAct Holdings L.P. ($762.41M), Nuveen LLC ($629.94M), Morgan Stanley ($522.90M), Price T Rowe Associates Inc. MD ($507.04M), State Street Corp ($400.53M), and Geode Capital Management LLC ($299.94M).Learn more on Rocket Companies' institutional investors.

4.59% of Rocket Companies' stock is owned by institutional investors. Learn more on RKT's institutional investor holdings.

Of the 630 institutional investors that purchased Rocket Companies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($70.24M), Price T Rowe Associates Inc. MD ($25.97M), ValueAct Holdings L.P. ($24.26M), Morgan Stanley ($22.20M), State Street Corp ($17.08M), Amundi ($13.69M), and Geode Capital Management LLC ($11.89M).

Institutional investors have bought a total of 398,329,464 shares in the last 24 months. This purchase volume represents approximately $7.45B in transactions.

Of the 149 institutional investors that sold Rocket Companies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($4.36M), Contour Asset Management LLC ($3.28M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.81M), PointState Capital LP ($2.14M), Alliancebernstein L.P. ($1.98M), Boston Partners ($1.41M), and Allspring Global Investments Holdings LLC ($1.40M).

Institutional investors have sold a total of 35,059,942 shares in the last 24 months. This volume of shares sold represents approximately $645.03M in transactions.


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This page (NYSE:RKT) was last updated on 7/3/2026 by MarketBeat.com Staff.
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