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 382 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 $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
70
shares
|
$926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60
shares
|
$794
0.0% of portfolio
|
Q2 2023
Reduced 62.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
55
shares
|
$728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
54
shares
|
$714
0.0% of portfolio
|
Q4 2024
Reduced 65.61%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
48
shares
|
$635
0.0% of portfolio
|
Q4 2021
Reduced 68.42%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
46
shares
|
$609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$529
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
38
shares
|
$503
0.0% of portfolio
|
Q1 2025
Added 216.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
37
shares
|
$489
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
37
shares
|
$489
0.0% of portfolio
|
Q1 2025
Added 1133.33%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
31
shares
|
$410
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
28
shares
|
$370
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
23
shares
|
$304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
21
shares
|
$278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
19
shares
|
$251
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$105
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7
shares
|
$92
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5
shares
|
$66
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
4
shares
|
$52
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q1 2025
Reduced 98.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q1 2025
New holding
|