Institutional Ownership Rocket Companies, Inc. (RKT)
This table provides information about the institutional ownership of Rocket Companies, Inc. (RKT). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
386
shares
|
$5,384
0.0% of portfolio
|
Q1 2025
Added 142.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
368
shares
|
$5,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
360
shares
|
$5,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
345
shares
|
$4,812
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
310
shares
|
$4,324
0.0% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
288
shares
|
$4,017
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
218
shares
|
$3,041
0.0% of portfolio
|
Q1 2025
Reduced 60.51%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
200
shares
|
$2,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
200
shares
|
$2,790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
195
shares
|
$2,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
185
shares
|
$2,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
150
shares
|
$2,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
131
shares
|
$1,827
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
120
shares
|
$1,674
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
106
shares
|
$1,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
106
shares
|
$1,478
0.0% of portfolio
|
Q4 2023
Added 360.87%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
102
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$1,395
0.0% of portfolio
|
Q1 2025
Reduced 58.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$1,395
0.0% of portfolio
|
Q1 2021
Added 150.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
100
shares
|
$1,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$1,395
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
96
shares
|
$1,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
89
shares
|
$1,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
77
shares
|
$1,074
0.0% of portfolio
|
Q1 2025
New holding
|