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 468 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
923
shares
|
$18,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
841
shares
|
$16,668
0.0% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
832
shares
|
$16,490
0.0% of portfolio
|
Q2 2025
Reduced 27.9%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
784
shares
|
$15,538
0.01% of portfolio
|
Q2 2025
Reduced 94.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
718
shares
|
$14,230
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
523
shares
|
$10,365
0.0% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
520
shares
|
$10,306
0.0% of portfolio
|
Q2 2025
Reduced 48.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$9,910
0.0% of portfolio
|
Q3 2023
Reduced 44.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
500
shares
|
$9,910
0.0% of portfolio
|
Q3 2023
Reduced 44.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$9,910
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
480
shares
|
$9,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
462
shares
|
$9,156
0.0% of portfolio
|
Q2 2025
Added 131.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
437
shares
|
$8,661
0.0% of portfolio
|
Q4 2023
Reduced 11.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
418
shares
|
$8,284
0.0% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
409
shares
|
$8,106
0.0% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
408
shares
|
$8,086
0.0% of portfolio
|
Q2 2025
Added 5728.57%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
400
shares
|
$7,928
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
400
shares
|
$7,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
389
shares
|
$7,709
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
368
shares
|
$7,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
348
shares
|
$6,897
0.0% of portfolio
|
Q2 2025
Added 480.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
328
shares
|
$6,500
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
300
shares
|
$5,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
288
shares
|
$5,708
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
286
shares
|
$5,668
0.0% of portfolio
|
Q2 2025
New holding
|