Who owns Rocket Companies (RKT)
Which tracked institutional funds hold RKT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RKT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
248 tracked funds added or opened RKT while 175 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RKT’s largest tracked holder by dollar value, Capital World Investors, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RKT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 750 tracked filers holding RKT, 407 increased or opened the position and 436 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RKT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 51
- Capital World Investors$1.1B
- NORGES BANK$276M
- Capital Research Global Investors$169M
- Assenagon Asset Management S.A.$75M
- SONA ASSET MANAGEMENT (US) LLC$41M
- Park West Asset Management LLC$32M
Full exits 96
- Slate Path Capital LP$330M
- Qube Research & Technologies Ltd$221M
- Amundi$196M
- COATUE MANAGEMENT LLC$131M
- Atreides Management, LP$87M
- Artisan Partners Limited Partnership$74M
Largest adds
- BlackRock, Inc.$478M
- Capital International Investors$474M
- FMR LLC$373M
- PRICE T ROWE ASSOCIATES INC /MD/$307M
- ValueAct Holdings, L.P.$254M
- GOLDMAN SACHS GROUP INC$237M
Largest trims
- MARSHALL WACE, LLP$216M
- JANE STREET GROUP, LLC$166M
- Point72 Asset Management, L.P.$85M
- MILLENNIUM MANAGEMENT LLC$76M
- Nuveen, LLC$73M
- TWO SIGMA INVESTMENTS, LP$53M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors new | 69,332,560 | $1.1B | 7.9% | 2026-Q2 |
| BlackRock, Inc. added | 69,066,062 | $1.1B | 7.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 55,269,619 | $870M | 6.3% | 2026-Q2 |
| FMR LLC added | 52,060,648 | $820M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 42,689,718 | $672M | 4.9% | 2026-Q2 |
| ValueAct Holdings, L.P. added | 41,668,774 | $656M | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 40,503,401 | $638M | 4.6% | 2026-Q2 |
| Capital International Investors added | 33,407,832 | $526M | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 28,542,001 | $450M | 3.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,227,764 | $366M | 2.7% | 2026-Q2 |
| STATE STREET CORP added | 22,268,377 | $351M | 2.5% | 2026-Q2 |
| COOPERMAN LEON G | 21,016,600 | $331M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 19,729,308 | $311M | 2.3% | 2026-Q2 |
| NORGES BANK added | 17,505,324 | $276M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 16,973,040 | $267M | 1.9% | 2026-Q2 |
| Durable Capital Partners LP trimmed | 16,488,238 | $260M | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 15,604,077 | $246M | 1.8% | 2026-Q2 |
| Contour Asset Management LLC added | 14,961,047 | $236M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 13,727,827 | $213M | 1.6% | 2026-Q2 |
| Capital Research Global Investors new | 10,703,415 | $169M | 1.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 9,534,062 | $151M | 1.1% | 2026-Q2 |
| Boston Partners added | 9,523,332 | $150M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,029,295 | $142M | 1.0% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 7,924,378 | $125M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 7,671,810 | $121M | 0.9% | 2026-Q2 |
| PARK PRESIDIO CAPITAL LLC added | 7,141,016 | $112M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 6,172,797 | $97M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 5,995,953 | $94M | 0.7% | 2026-Q2 |
| Veridan Wealth LLC | 5,939,945 | $94M | 0.7% | 2026-Q2 |
| UBS Group AG added | 5,857,191 | $92M | 0.7% | 2026-Q2 |
| OCO Capital Partners, L.P. added | 5,750,000 | $91M | 0.7% | 2026-Q2 |
| Maple Rock Capital Partners Inc. added | 5,543,600 | $87M | 0.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 5,535,136 | $87M | 0.6% | 2026-Q2 |
| Long Focus Capital Management, LLC added | 5,445,000 | $86M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,259,006 | $83M | 0.6% | 2026-Q2 |
| Broad Bay Capital Management, LP added | 4,789,632 | $75M | 0.5% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 4,753,928 | $75M | 0.5% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 4,694,791 | $74M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 4,661,141 | $73M | 0.5% | 2026-Q2 |
| DAVIS SELECTED ADVISERS trimmed | 4,463,148 | $70M | 0.5% | 2026-Q2 |
| Technology Crossover Management X, Ltd. | 4,450,000 | $70M | 0.5% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 4,304,454 | $68M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,911,414 | $62M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,527,649 | $56M | 0.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 3,324,513 | $52M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 3,284,077 | $52M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,123,437 | $49M | 0.4% | 2026-Q2 |
| No Street GP LP added | 3,100,000 | $49M | 0.4% | 2026-Q2 |
| Newbrook Capital Advisors LP added | 2,947,085 | $46M | 0.3% | 2026-Q2 |
| Caledonia (Private) Investments Pty Ltd added | 2,921,124 | $46M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,703,222 | $43M | 0.3% | 2026-Q2 |
| BRUNI J V & CO /CO added | 2,612,387 | $41M | 0.3% | 2026-Q2 |
| Think Investments LP added | 2,602,700 | $41M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,589,666 | $41M | 0.3% | 2026-Q2 |
| Clearline Capital LP added | 2,588,964 | $41M | 0.3% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC added | 2,575,000 | $41M | 0.3% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 2,548,916 | $40M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 2,533,100 | $40M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,466,743 | $39M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 2,425,000 | $38M | 0.3% | 2026-Q2 |
| Lodge Hill Capital, LLC added | 2,368,570 | $37M | 0.3% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 2,265,775 | $36M | 0.3% | 2026-Q2 |
| Philosophy Capital Management LLC added | 2,222,220 | $35M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 2,166,015 | $34M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 2,138,584 | $34M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,127,729 | $34M | 0.2% | 2026-Q2 |
| SOMA EQUITY PARTNERS LP trimmed | 2,031,575 | $32M | 0.2% | 2026-Q2 |
| Park West Asset Management LLC new | 2,000,000 | $32M | 0.2% | 2026-Q2 |
| CLOUGH CAPITAL PARTNERS L P added | 1,997,456 | $31M | 0.2% | 2026-Q2 |
| Artemis Investment Management LLP added | 1,971,952 | $31M | 0.2% | 2026-Q2 |
| Korea Investment CORP added | 1,900,063 | $30M | 0.2% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 1,895,610 | $30M | 0.2% | 2026-Q2 |
| Arvin Capital Management LP new | 1,886,480 | $30M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,878,961 | $30M | 0.2% | 2026-Q2 |
| Hudson Way Capital Management LLC added | 1,691,098 | $27M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,673,663 | $26M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,650,833 | $26M | 0.2% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC added | 1,639,991 | $26M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 1,637,014 | $26M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,555,198 | $24M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,531,322 | $24M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,507,138 | $24M | 0.2% | 2026-Q2 |
| Ancient Art, L.P. added | 1,500,000 | $24M | 0.2% | 2026-Q2 |
| Governors Lane LP added | 1,483,818 | $23M | 0.2% | 2026-Q2 |
| Prana Capital Management, LP added | 1,443,447 | $23M | 0.2% | 2026-Q2 |
| South Street Advisors LLC added | 1,384,101 | $22M | 0.2% | 2026-Q2 |
| De Lisle Partners LLP | 1,363,100 | $21M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,333,603 | $21M | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 1,212,485 | $19M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 1,160,618 | $18M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 1,132,512 | $18M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System added | 1,105,628 | $17M | 0.1% | 2026-Q2 |
| HILLMAN CO | 1,085,554 | $17M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,043,739 | $16M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,030,953 | $16M | 0.1% | 2026-Q2 |
| Owl Creek Asset Management, L.P. added | 1,024,109 | $16M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,023,816 | $16M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 1,016,570 | $16M | 0.1% | 2026-Q2 |
| Southpoint Capital Advisors LP new | 1,000,000 | $16M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 975,611 | $15M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.