RKT · Company research
Rocket Companies, Inc. (RKT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
54records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 614 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 94000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| South Dakota Investment Council | 1538846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265289 | 4178 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| De Lisle Partners LLP | 2011184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1363100 | 21488447 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Saudi Central Bank | 1918181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62868 | 990171 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Kryger Capital LLC | 2123957 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94468 | 1487871 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475668 | 7491771 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130200 | 2050650 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MILLER WEALTH ADVISORS, LLC | 1908158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3475 | 54731 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BERKSHIRE CAPITAL HOLDINGS INC | 1133742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 158 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Davis Selected Advisers | 1036325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4463148 | 70294581 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| United Financial Planning Group LLC | 2088337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 590 | 9293 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 23628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 16 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ascentis Wealth Management, LLC | 2032602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 866 | 866 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 157 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Motley Fool Asset Management LLC | 1512814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168994 | 2661656 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28548 | 449631 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Private Capital Management, LLC | 1588456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90000 | 1417500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16711 | 263198 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14972 | 235809 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| GARDNER LEWIS ASSET MANAGEMENT L P | 941560 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66000 | 1039500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16600 | 261450 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Investment Research & Advisory Group, Inc. | 1802136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307 | 4835 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132550 | 2087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Missouri Trust & Investment Co | 1908186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128173 | 1653432 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VESTOR CAPITAL, LLC | 1132699 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13695 | 216 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10262 | 161627 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27274 | 429566 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Abacus Wealth Partners, LLC | 1978011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27356 | 430857 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 409427 | 6346118 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33048 | 520508 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11550 | 181913 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Hilton Head Capital Partners, LLC | 2109913 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 158 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Asset Planning,Inc | 2048547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2750 | 43313 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Markowski Investments | 2149795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 31500 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Strategic Investment Solutions, Inc. /IL | 1960144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60 | 945 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15811 | 249023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3525 | 55519 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18594 | 292856 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Intrinsic Value Partners, LLC | 1910364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16064 | 253008 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Technology Crossover Management X, Ltd. | 1787727 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4450000 | 70087500 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Toronto Dominion Bank | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 94000000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13025 | 205144 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37993 | 598390 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 1575 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Byrne Asset Management LLC | 1911322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4141 | 65221 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FRED ALGER MANAGEMENT, LLC | 3520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7924378 | 124808954 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2860 | 45045 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Toronto Dominion Bank | 947263 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 86000000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Toronto Dominion Bank | 947263 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 116000000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Toronto Dominion Bank | 947263 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 121000000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Advisors Asset Management, Inc. | 1297376 | Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 32137 | 203 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 80506 | 1127084 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.