DaveManuel.com · Institutional Ownership · Who Owns It
ROCKET COS INC (RKT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
816
Reporting holders
$16.1B
Reported value
3.6%
Calls
1.6%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital World Investors | $1.1B | 69,332,560 | 0.13% | new | NEW |
| BlackRock, Inc. | $1.1B | 69,066,062 | 0.02% | 8q | +3.7%+$39.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $870.5M | 55,269,619 | 0.09% | 22q | +39.8%+$248.0M |
| FMR LLC | $820.0M | 52,060,648 | 0.04% | 18q | +64.3%+$321.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $672.4M | 42,689,718 | 0.01% | 2q | +2.4%+$16.0M |
| ValueAct Holdings, L.P. | $656.3M | 41,668,774 | 11.65% | 6q | +47.7%+$211.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $637.9M | 40,503,401 | 0.03% | 2q | +2.4%+$15.0M |
| Capital International Investors | $526.2M | 33,407,832 | 0.11% | 2q | +814.6%+$468.6M |
| MORGAN STANLEY | $449.5M | 28,542,001 | 0.02% | 24q | +26.3%+$93.7M |
| GOLDMAN SACHS GROUP INC | $370.6M incl. $4.7M options CALL+PUT | 23,227,764 | 0.03% | 24q | +157.0%+$226.4M |
| STATE STREET CORP | $350.7M | 22,268,377 | 0.01% | 24q | +3.4%+$11.4M |
| COOPERMAN LEON G | $331.0M | 21,016,600 | 9.33% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $310.7M | 19,729,308 | 0.02% | 24q | +22.0%+$56.1M |
| NORGES BANK | $275.7M | 17,505,324 | 0.03% | 2q | +135.0%+$158.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $266.6M | 16,973,040 | 0.01% | 24q | +1.9%+$4.9M |
| Durable Capital Partners LP | $259.7M | 16,488,238 | 2.53% | 4q | -14.6%-$44.4M |
| Bank of New York Mellon Corp | $245.8M | 15,604,077 | 0.04% | 24q | +320.1%+$187.3M |
| Contour Asset Management LLC | $235.6M | 14,961,047 | 5.58% | 4q | +51.6%+$80.2M |
| JPMORGAN CHASE & CO | $213.8M incl. $387.5K options PUT | 13,727,827 | 0.01% | 24q | -9.1%-$21.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $177.0M incl. $136.2M options CALL+PUT | 2,589,666 | 0.01% | 24q | -3.2%-$5.9M |
| JANE STREET GROUP, LLC | $169.4M incl. $168.7M options CALL+PUT | 45,086 | 0.01% | 24q | -99.6%-$43.7B |
| Capital Research Global Investors | $168.6M | 10,703,415 | 0.02% | new | NEW |
| T. Rowe Price Investment Management, Inc. | $157.8M | 10,019,120 | 0.10% | 4q | +166.0%+$98.5M |
| Allspring Global Investments Holdings, LLC | $151.1M | 9,534,062 | 0.23% | 5q | +262.4%+$109.4M |
| Boston Partners | $150.0M | 9,523,332 | 0.13% | 12q | +3.0%+$4.3M |
| Assenagon Asset Management S.A. | $149.7M | 9,507,856 | 0.09% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $142.2M | 9,029,295 | 0.02% | 9q | +64.5%+$55.8M |
| FRED ALGER MANAGEMENT, LLC | $124.8M | 7,924,378 | 0.42% | 5q | -22.2%-$35.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $120.8M | 7,671,810 | 0.02% | 24q | -6.6%-$8.6M |
| CITADEL ADVISORS LLC | $118.5M incl. $107.8M options CALL+PUT | 679,401 | 0.01% | 24q | -38.5%-$74.1M |
| PARK PRESIDIO CAPITAL LLC | $112.5M | 7,141,016 | 6.37% | 4q | +34.0%+$28.6M |
| Veridan Wealth LLC | $99.5M incl. $5.9M options PUT | 5,939,945 | 33.83% | 3q | HELD |
| UBS Group AG | $98.1M incl. $5.9M options CALL+PUT | 5,857,191 | 0.01% | 24q | +69.3%+$40.2M |
| VANGUARD FIDUCIARY TRUST CO | $97.2M | 6,172,797 | 0.02% | 2q | +3.4%+$3.2M |
| NORTHERN TRUST CORP | $94.4M | 5,995,953 | 0.01% | 24q | -3.8%-$3.7M |
| OCO Capital Partners, L.P. | $90.6M | 5,750,000 | 15.92% | 3q | +43.8%+$27.6M |
| Maple Rock Capital Partners Inc. | $87.3M | 5,543,600 | 1.71% | 5q | +76.9%+$38.0M |
| Alyeska Investment Group, L.P. | $87.2M | 5,535,136 | 0.22% | 5q | +65.6%+$34.5M |
| Long Focus Capital Management, LLC | $85.8M | 5,445,000 | 2.19% | 3q | +63.7%+$33.4M |
| Point72 Asset Management, L.P. | $83.9M incl. $10.5M options CALL+PUT | 4,661,141 | 0.09% | 7q | -58.1%-$116.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $82.8M | 5,259,006 | 0.02% | 24q | +36.9%+$22.3M |
| Broad Bay Capital Management, LP | $75.4M | 4,789,632 | 7.05% | 5q | +10.9%+$7.4M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $73.9M | 4,694,791 | 2.94% | 6q | +20.1%+$12.4M |
| Davis Selected Advisers | $70.3M | 4,463,148 | 0.30% | 21q | -7.5%-$5.7M |
| Technology Crossover Management X, Ltd. | $70.1M | 4,450,000 | 8.81% | 23q | HELD |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $67.8M | 4,304,454 | 0.54% | 3q | +3.9%+$2.6M |
| PICTON MAHONEY ASSET MANAGEMENT | $63.6M incl. $29.9M options CALL | 2,138,584 | 0.47% | 6q | +35.5%+$16.7M |
| DIMENSIONAL FUND ADVISORS LP | $61.6M | 3,911,414 | 0.01% | 18q | -4.8%-$3.1M |
| Legal & General Group Plc | $55.6M | 3,527,649 | 0.01% | 24q | -3.1%-$1.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $52.3M | 3,324,513 | 0.05% | 24q | -8.1%-$4.6M |
| DEUTSCHE BANK AG\ | $51.7M | 3,284,077 | 0.02% | 24q | -36.9%-$30.2M |
| WELLS FARGO & COMPANY/MN | $51.1M incl. $1.9M options CALL | 3,123,437 | 0.01% | 24q | +29.3%+$11.6M |
| IMC-Chicago, LLC | $49.2M CALL+PUT | options only | 0.01% | 19q | OPTIONS |
| No Street GP LP | $48.8M | 3,100,000 | 2.93% | 4q | +40.9%+$14.2M |
| Amundi | $48.7M | 3,095,184 | 0.01% | 21q | -77.5%-$167.4M |
| Newbrook Capital Advisors LP | $46.4M | 2,947,085 | 6.27% | 3q | +4.7%+$2.1M |
| Caledonia (Private) Investments Pty Ltd | $46.0M | 2,921,124 | 1.57% | 3q | +182.5%+$29.7M |
| CITIGROUP INC | $44.3M incl. $10.2M options CALL | 2,166,015 | 0.01% | 24q | +60.7%+$16.7M |
| MILLENNIUM MANAGEMENT LLC | $43.8M incl. $34.0M options CALL+PUT | 620,093 | 0.02% | 17q | -89.7%-$380.8M |
| RAYMOND JAMES FINANCIAL INC | $42.6M | 2,703,222 | 0.01% | 7q | +2.2%+$926.8K |
| GROUP ONE TRADING LLC | $41.3M incl. $25.3M options CALL+PUT | 1,016,570 | 0.06% | 24q | -1.0%-$409.8K |
| BRUNI J V & CO /CO | $41.1M | 2,612,387 | 3.76% | 19q | +43.9%+$12.6M |
| Think Investments LP | $41.0M | 2,602,700 | 4.84% | 3q | +28.1%+$9.0M |
| Clearline Capital LP | $40.8M | 2,588,964 | 2.43% | 5q | +50.0%+$13.6M |
| SONA ASSET MANAGEMENT (US) LLC | $40.6M | 2,575,000 | 0.85% | 3q | HELD |
| BANK OF NOVA SCOTIA | $40.1M | 2,548,916 | 0.06% | 5q | +3636.3%+$39.1M |
| Swiss National Bank | $39.9M | 2,533,100 | 0.02% | 3q | -6.0%-$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $38.9M | 2,466,743 | 0.01% | 23q | +9.3%+$3.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $38.2M | 2,425,000 | 0.05% | 2q | +148.7%+$22.8M |
| Lodge Hill Capital, LLC | $37.3M | 2,368,570 | 6.26% | 3q | -0.5%-$198.1K |
| Schonfeld Strategic Advisors LLC | $36.0M incl. $10.2M options CALL | 1,637,014 | 0.13% | 8q | +231.0%+$25.1M |
| BAMCO INC /NY/ | $35.7M | 2,265,775 | 0.05% | 3q | -19.9%-$8.9M |
| Philosophy Capital Management LLC | $35.0M | 2,222,220 | 1.65% | 4q | +11.1%+$3.5M |
| LPL Financial LLC | $33.5M | 2,127,729 | 0.01% | 24q | -1.0%-$340.2K |
| SOMA EQUITY PARTNERS LP | $32.0M | 2,031,575 | 2.23% | 2q | -35.7%-$17.8M |
| Park West Asset Management LLC | $31.5M | 2,000,000 | 2.15% | new | NEW |
| CLOUGH CAPITAL PARTNERS L P | $31.5M | 1,997,456 | 2.56% | 4q | +30.0%+$7.3M |
| Artemis Investment Management LLP | $31.1M | 1,971,952 | 0.28% | 2q | +32.5%+$7.6M |
| SIMPLEX TRADING, LLC | $30.8M CALL+PUT | options only | 0.02% | 24q | OPTIONS |
| Korea Investment CORP | $29.9M | 1,900,063 | 0.06% | 3q | +42.2%+$8.9M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $29.9M | 1,895,610 | 0.26% | 3q | -17.9%-$6.5M |
| Arvin Capital Management LP | $29.7M | 1,886,480 | 3.88% | 2q | HELD |
| Nuveen, LLC | $29.6M | 1,878,961 | 0.01% | 6q | -73.8%-$83.3M |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $28.9M | 1,831,933 | 1.20% | new | NEW |
| Walleye Capital LLC | $28.7M incl. $9.6M options CALL+PUT | 1,212,485 | 0.10% | 14q | +70.8%+$11.9M |
| Hudson Way Capital Management LLC | $26.6M | 1,691,098 | 2.37% | 3q | +7.6%+$1.9M |
| Balyasny Asset Management L.P. | $26.5M incl. $22.7M options CALL+PUT | 243,830 | 0.03% | 10q | -91.3%-$278.9M |
| Sumitomo Mitsui Trust Group, Inc. | $26.4M | 1,673,663 | 0.02% | 3q | -3.9%-$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $26.0M | 1,650,833 | 0.01% | 11q | +142.9%+$15.3M |
| LONE PEAK GLOBAL INVESTORS LLC | $25.8M | 1,639,991 | 3.56% | 5q | +6.2%+$1.5M |
| Russell Investments Group, Ltd. | $24.4M | 1,555,198 | 0.02% | 13q | +45.1%+$7.6M |
| ROYAL BANK OF CANADA | $24.1M | 1,531,322 | 0.00% | 24q | -4.7%-$1.2M |
| SEI INVESTMENTS CO | $23.7M | 1,507,138 | 0.02% | 24q | -37.5%-$14.2M |
| Ancient Art, L.P. | $23.6M | 1,500,000 | 4.83% | new | NEW |
| Squarepoint Ops LLC | $23.6M CALL+PUT | options only | 0.03% | 13q | OPTIONS |
| Governors Lane LP | $23.4M | 1,483,818 | 1.95% | new | NEW |
| Prana Capital Management, LP | $22.7M | 1,443,447 | 0.69% | 7q | +4.7%+$1.0M |
| South Street Advisors LLC | $21.8M | 1,384,101 | 2.84% | 3q | +0.9%+$191.0K |
| De Lisle Partners LLP | $21.5M | 1,363,100 | 2.35% | 3q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $21.0M | 1,333,603 | 0.01% | 24q | +37.9%+$5.8M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.3% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-17 | 2026-08-17 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-15 | Bray Jesse K | Pres & CEO, Rocket Mortgage | Sold | 225,000 | $2.9M |
| 2026-10-01 | Bray Jesse K | Pres & CEO, Rocket Mortgage | Sold | 132,700 | $1.6M |
| 2026-10-02 | Bray Jesse K | Pres & CEO, Rocket Mortgage | Sold | 92,300 | $1.1M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 206 | $254.3M | 21,032,784 | 31 | 54 | 71 | 4.6% |
| Q2 2026 | 816 | $16.1B | 966,971,175 | 122 | 295 | 250 | 5.3% |
| Q1 2026 | 826 | $12.7B | 831,357,477 | 138 | 296 | 239 | 6.6% |
| Q4 2025 | 803 | $17.2B | 825,443,697 | 315 | 298 | 78 | 7.3% |
| Q3 2025 | 533 | $9.0B | 346,680,134 | 205 | 188 | 82 | 25.0% |
| Q2 2025 | 389 | $3.6B | 211,518,957 | 130 | 135 | 72 | 17.5% |
| Q1 2025 | 317 | $1.8B | 137,774,037 | 83 | 104 | 68 | 9.8% |
| Q4 2024 | 274 | $1.4B | 109,472,531 | 36 | 85 | 75 | 9.0% |
| Q3 2024 | 273 | $2.3B | 109,821,968 | 55 | 94 | 66 | 10.3% |
| Q2 2024 | 257 | $1.5B | 104,551,594 | 47 | 93 | 56 | 6.4% |
| Q1 2024 | 243 | $1.7B | 105,676,294 | 38 | 72 | 64 | 7.4% |
| Q4 2023 | 251 | $1.6B | 99,904,215 | 39 | 71 | 76 | 11.8% |
| Q3 2023 | 235 | $724.6M | 81,831,251 | 39 | 61 | 67 | 7.6% |
| Q2 2023 | 221 | $783.6M | 80,835,980 | 18 | 52 | 76 | 7.6% |
| Q1 2023 | 245 | $954.8M | 98,732,307 | 38 | 74 | 65 | 7.3% |
| Q4 2022 | 237 | $711.8M | 88,406,515 | 50 | 59 | 79 | 13.1% |
| Q3 2022 | 206 | $930.3M | 133,562,785 | 24 | 61 | 69 | 9.2% |
| Q2 2022 | 228 | $919.1M | 109,584,060 | 43 | 69 | 68 | 12.2% |
| Q1 2022 | 232 | $1.1B | 87,302,764 | 49 | 81 | 61 | 13.2% |
| Q4 2021 | 244 | $1.8B | 114,514,357 | 40 | 67 | 79 | 12.7% |
| Q3 2021 | 234 | $2.7B | 145,481,467 | 33 | 67 | 77 | 12.4% |
| Q2 2021 | 239 | $3.9B | 174,413,680 | 36 | 100 | 55 | 14.1% |
| Q1 2021 | 257 | $4.0B | 143,238,209 | 73 | 71 | 84 | 18.5% |
| Q4 2020 | 249 | $2.8B | 107,393,119 | 79 | 83 | 47 | 19.0% |
| Q3 2020 | 210 | $2.6B | 115,766,153 | 208 | 0 | 0 | 12.3% |
| Q2 2020 | 1 | $11.0K | 565 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $11.0K | 565 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $11.0K | 565 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $11.0K | 565 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $11.0K | 565 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $11.0K | 565 | 1 | 0 | 0 | 0.0% |