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 $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
211
shares
|
$3,854
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
200
shares
|
$3,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$3,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
200
shares
|
$3,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
200
shares
|
$3,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
200
shares
|
$3,654
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
195
shares
|
$3,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
185
shares
|
$3,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
158
shares
|
$2,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
150
shares
|
$2,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
131
shares
|
$2,393
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
122
shares
|
$2,228
0.0% of portfolio
|
Q2 2025
Reduced 95.6%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
120
shares
|
$2,192
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
105
shares
|
$1,918
0.0% of portfolio
|
Q2 2025
Added 3400.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
102
shares
|
$1,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$1,827
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
100
shares
|
$1,827
0.0% of portfolio
|
Q1 2025
Reduced 58.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$1,827
0.0% of portfolio
|
Q1 2021
Added 150.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
89
shares
|
$1,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$1,534
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
78
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
78
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
Added 95.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
67
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
Added 3250.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60
shares
|
$1,096
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
59
shares
|
$1,077
0.0% of portfolio
|
Q2 2025
New holding
|