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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
58
shares
|
$1,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
55
shares
|
$1,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
54
shares
|
$986
0.0% of portfolio
|
Q4 2024
Reduced 65.61%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
48
shares
|
$876
0.0% of portfolio
|
Q4 2021
Reduced 68.42%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
46
shares
|
$840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
40
shares
|
$730
0.0% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
37
shares
|
$675
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
32
shares
|
$584
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
24
shares
|
$438
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
23
shares
|
$420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$200
0.0% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10
shares
|
$182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5
shares
|
$91
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
4
shares
|
$73
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$54
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3
shares
|
$54
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$36
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|