ROCKET COS INC RKT
COM CL A · Common Stock · CUSIP 77311W101 · ISIN US77311W1018
Detroit-based, publicly-traded home ownership and fintech company focused on mortgages and financial freedom
- SectorFinancials
- IndustryMortgage Bankers & Loan Correspondents
- HeadquartersDetroit, MI
- Websiterocket.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.70. Options: 23 managers hold calls ($67.2m notional), 18 hold puts ($31.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 219 |
| Q4 2022 | 239 |
| Q1 2023 | 244 |
| Q2 2023 | 215 |
| Q3 2023 | 231 |
| Q4 2023 | 239 |
| Q1 2024 | 239 |
| Q2 2024 | 256 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 112 | 101 |
| Q1 2023 | 116 | 99 |
| Q2 2023 | 74 | 122 |
| Q3 2023 | 104 | 95 |
| Q4 2023 | 108 | 107 |
| Q1 2024 | 118 | 106 |
| Q2 2024 | 139 | 93 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $39.5m | $15.8m | 0.40 |
| Q4 2023 | $135.9m | $57.5m | 0.42 |
| Q1 2024 | $78.2m | $44.2m | 0.56 |
| Q2 2024 | $67.2m | $31.1m | 0.46 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | New | +2.8m |
| Balyasny Asset Management L.P. | Added | +2.5m |
| MARSHALL WACE, LLP | New | +789.1k |
| J. Goldman & Co LP | Added | +698.9k |
| VANGUARD GROUP INC | Added | +631.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +598.7k |
| Holocene Advisors, LP | Added | +593.7k |
| D. E. Shaw & Co., Inc. | Added | +532.2k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +510.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +271.1k |
Biggest sellers
| Caledonia (Private) Investments Pty Ltd | Sold out | -4.4m |
| Capital World Investors | Reduced | -3.0m |
| MORGAN STANLEY | Reduced | -2.5m |
| FMR LLC | Reduced | -1.1m |
| JPMORGAN CHASE & CO | Reduced | -482.9k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -297.5k |
| FIRST TRUST ADVISORS LP | Reduced | -284.7k |
| Jump Financial, LLC | Sold out | -187.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -185.4k |
| Nuveen Asset Management, LLC | Reduced | -164.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.8m1.2m shares |
| PEAK6 Investments LLC | Reduced | $10.5m768.7k shares |
| Balyasny Asset Management L.P. | Added | $7.2m525.0k shares |
| CITADEL ADVISORS LLC | Reduced | $4.6m332.8k shares |
| SIMPLEX TRADING, LLC | Added | $3.7m269.3k shares |
| JANE STREET GROUP, LLC | Reduced | $3.4m246.6k shares |
| IMC-Chicago, LLC | Added | $3.2m232.4k shares |
| Walleye Trading LLC | Added | $3.0m220.9k shares |
| WOLVERINE TRADING, LLC | New | $2.5m182.7k shares |
| UBS Group AG | Added | $2.5m181.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.4m686.2k shares |
| CITADEL ADVISORS LLC | Reduced | $6.2m453.3k shares |
| SIMPLEX TRADING, LLC | Added | $3.9m284.5k shares |
| Parallax Volatility Advisers, L.P. | New | $2.9m215.0k shares |
| IMC-Chicago, LLC | Added | $1.9m136.5k shares |
| WOLVERINE TRADING, LLC | New | $1.4m104.9k shares |
| GROUP ONE TRADING LLC | Added | $1.4m101.2k shares |
| Crawford Fund Management, LLC | Added | $767.2k56.0k shares |
| TWO SIGMA SECURITIES, LLC | Added | $754.9k55.1k shares |
| Walleye Trading LLC | Added | $648.0k47.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Gilbert Daniel B 13D · may seek influence -19.3 pts · filed 2025-10-15 | 57.1% |
| Capital World Investors 13G · institution new · filed 2026-08-12 | 7.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 | 5.6% |
| FMR LLC 13G · institution +3.1 pts · filed 2026-08-06 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Boston Partners (1.4%, 2026-01-16)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 2 | $14.0m | 0 | — | — |
| Q4 2022 | 2 | $12.1m | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $129.0k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $52.8k | 0 | — | — |
| Q2 2024 | 1 | $193.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-28 | Rizik Matthew Director | Bought plan | $4.4k318 shares |
| 2024-06-27 | Rizik Matthew Director | Bought plan | $4.4k316 shares |
| 2024-06-26 | Rizik Matthew Director | Bought plan | $2.2k165 shares |
| 2024-06-25 | Rizik Matthew Director | Bought plan | $4.3k311 shares |
| 2024-06-24 | Rizik Matthew Director | Bought plan | $4.3k310 shares |
| 2024-06-21 | Rizik Matthew Director | Bought plan | $4.4k316 shares |
| 2024-06-20 | Rizik Matthew Director | Bought plan | $4.3k306 shares |
| 2024-06-18 | Rizik Matthew Director | Bought plan | $4.4k300 shares |
| 2024-06-17 | Rizik Matthew Director | Bought plan | $4.4k298 shares |
| 2024-06-14 | Rizik Matthew Director | Bought plan | $4.4k297 shares |
| 2024-06-13 | Rizik Matthew Director | Bought plan | $4.3k294 shares |
| 2024-06-11 | Rizik Matthew Director | Bought plan | $4.4k305 shares |
| 2024-06-10 | Rizik Matthew Director | Bought plan | $3.8k265 shares |
| 2024-06-07 | Rizik Matthew Director | Bought plan | $4.3k301 shares |
| 2024-06-06 | Rizik Matthew Director | Bought plan | $4.4k301 shares |
| 2024-06-05 | Rizik Matthew Director | Bought plan | $4.4k305 shares |
| 2024-06-04 | Rizik Matthew Director | Bought plan | $39428 shares |
| 2024-06-03 | Rizik Matthew Director | Bought plan | $4.1k295 shares |
| 2024-05-31 | Rizik Matthew Director | Bought plan | $4.4k317 shares |
| 2024-05-29 | Rizik Matthew Director | Bought plan | $4.3k315 shares |
| 2024-05-28 | Rizik Matthew Director | Bought plan | $4.4k316 shares |
| 2024-05-23 | Rizik Matthew Director | Bought plan | $4.3k311 shares |
| 2024-05-22 | Rizik Matthew Director | Bought plan | $4.3k301 shares |
| 2024-05-21 | Rizik Matthew Director | Bought plan | $4.3k299 shares |
| 2024-05-20 | Rizik Matthew Director | Bought plan | $35325 shares |
| 2024-05-17 | Rizik Matthew Director | Bought plan | $34625 shares |
| 2024-05-16 | Rizik Matthew Director | Bought plan | $4.3k304 shares |
| 2024-05-15 | Rizik Matthew Director | Bought plan | $4.3k300 shares |
| 2024-05-10 | Rizik Matthew Director | Bought plan | $4.3k311 shares |
| 2024-05-09 | Rizik Matthew Director | Bought plan | $41630 shares |
The latest 30 of 51 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 16.3m $223.6m | Reduced -482.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 12.1m $165.7m | Added +631.7k |
| FMR LLC 0.01% of their portfolio | 11.2m $152.9m | Reduced -1.1m |
| Boston Partners 0.16% of their portfolio | 9.3m $127.6m | Reduced -68.9k |
| BlackRock Inc. 0.00% of their portfolio | 5.3m $72.4m | Added +164.1k |
| Technology Crossover Management X, Ltd. 6.02% of their portfolio | 4.5m $61.0m | Unchanged |
| Davis Selected Advisers 0.26% of their portfolio | 3.2m $44.1m | Reduced -16.8k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 3.0m $41.6m | Added +2.5m |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $38.9m | Added +110.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.8m $37.9m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 2.5m $33.8m | Added +510.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.0m $27.8m | Added +172.4k |
| BRUNI J V & CO /CO 2.78% of their portfolio | 1.6m $22.3m | Reduced -11.6k |
| J. Goldman & Co LP 0.80% of their portfolio | 1.6m $21.6m | Added +698.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 1.6m $21.3m | Reduced -52.0k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.4m $19.7m | Added +532.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $19.3m | Reduced -2.5m |
| HILLMAN CO 8.27% of their portfolio | 1.3m $17.3m | Unchanged |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.1m $14.8m | Reduced -284.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 968.4k $13.3m | Added +119.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 855.3k $11.7m | Reduced -297.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 789.1k $10.8m | New |
| Holocene Advisors, LP 0.04% of their portfolio | 717.7k $9.8m | Added +593.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 697.9k $9.6m | Added +598.7k |
| Legal & General Group Plc 0.00% of their portfolio | 690.7k $9.5m | Added +88.5k |
| LPL Financial LLC 0.00% of their portfolio | 657.3k $9.0m | Added +16.9k |
| Capital World Investors 0.00% of their portfolio | 630.6k $8.6m | Reduced -3.0m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 612.2k $8.4m | Added +22.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 577.9k $7.9m | Added +36.5k |
| Invesco Ltd. 0.00% of their portfolio | 556.8k $7.6m | Reduced -1.2k |
| UBS Group AG 0.00% of their portfolio | 462.6k $6.3m | Added +64.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 420.1k $5.8m | Added +271.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 389.8k $5.3m | Added +37.1k |
| Greylin Investment Management, Inc 0.82% of their portfolio | 355.9k $4.9m | Added +111.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 315.7k $4.3m | Reduced -164.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 309.0k $4.2m | Added +4.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 295.4k $4.0m | Reduced -3.8k |
| Alight Capital Management LP 0.98% of their portfolio | 288.1k $3.9m | Reduced -111.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 275.6k $3.8m | Added +118.1k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 260.2k $3.6m | New |
| Swiss National Bank 0.00% of their portfolio | 245.7k $3.4m | Added +8.7k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 241.3k $3.3m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 238.1k $3.3m | Added +57.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 235.7k $3.2m | Reduced -6.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 226.0k $3.2m | Reduced -165 |
| QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio | 224.1k $3.1m | Reduced -7.4k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 218.7k $3.0m | Reduced -1.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 202.2k $2.8m | Added +8.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 197.6k $2.7m | Added +149.0k |
| Kingfisher Capital LLC 0.59% of their portfolio | 183.1k $2.5m | Added +2.6k |
| Squarepoint Ops LLC 0.01% of their portfolio | 182.6k $2.5m | Added +55.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 178.1k $2.4m | Added +164.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio | 174.6k $2.4m | Added +24.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 172.9k $2.4m | Added +35.3k |
| GROUP ONE TRADING LLC 0.07% of their portfolio | 156.6k $2.1m | Added +41.5k |
| Quantinno Capital Management LP 0.04% of their portfolio | 150.2k $2.1m | Reduced -2.8k |
| Quantbot Technologies LP 0.10% of their portfolio | 147.6k $2.0m | Added +28.3k |
| Wealthfront Advisers LLC 0.01% of their portfolio | 142.9k $2.0m | Added +78.8k |
| SIMPLEX TRADING, LLC 0.06% of their portfolio | 131.4k $1.8m | Added +45.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 128.2k $1.8m | Added +6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 123.1k $1.7m | Added +2.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 115.9k $1.6m | Added +14.0k |
| BROOKTREE CAPITAL MANAGEMENT 1.33% of their portfolio | 113.4k $1.6m | Reduced -4.4k |
| USS Investment Management Ltd 0.01% of their portfolio | 112.6k $1.5m | Unchanged |
| PDT Partners, LLC 0.14% of their portfolio | 110.3k $1.5m | Reduced -475 |
| Parallax Volatility Advisers, L.P. 0.04% of their portfolio | 107.6k $1.5m | Added +92.1k |
| TWINBEECH CAPITAL LP 0.03% of their portfolio | 107.0k $1.5m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 102.5k $1.4m | Added +14.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 101.8k $1.4m | Added +38.5k |
| BARCLAYS PLC 0.00% of their portfolio | 100.9k $1.4m | Added +52.2k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 100.0k $1.4m | Reduced -320 |
| Missouri Trust & Investment Co 0.46% of their portfolio | 88.5k $1.2m | Added +12.9k |
| Clearstead Advisors, LLC 0.02% of their portfolio | 80.2k $1.1m | Unchanged |
| Quinn Opportunity Partners LLC 0.13% of their portfolio | 80.1k $1.1m | Unchanged |
| Aspen Grove Capital, LLC 0.26% of their portfolio | 80.0k $1.1m | Unchanged |
| HCR Wealth Advisors 0.15% of their portfolio | 78.4k $1.1m | Reduced -369 |
| Keebeck Wealth Management 0.16% of their portfolio | 77.3k $1.1m | Unchanged |
| Edgestream Partners, L.P. 0.05% of their portfolio | 75.9k $1.0m | New |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 72.4k $991.2k | New |
| Global Retirement Partners, LLC 0.03% of their portfolio | 70.0k $959.1k | Reduced -1.5k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.03% of their portfolio | 70.0k $959.0k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 69.6k $954.0k | Added +12.4k |
| GTS SECURITIES LLC 0.02% of their portfolio | 65.3k $895.1k | Reduced -62.5k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 62.2k $853.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 62.1k $851.0k | Added +4.7k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 60.2k $825.0k | Added +7.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 59.5k $815.3k | Reduced -38.1k |
| IMC-Chicago, LLC 0.03% of their portfolio | 59.1k $809.5k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 57.5k $787.6k | Added +9.8k |
| WOLVERINE TRADING, LLC 0.01% of their portfolio | 57.2k $783.3k | New |
| Integrated Investment Consultants, LLC 0.22% of their portfolio | 55.8k $811.2k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 54.7k $749.7k | Added +7.5k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 54.7k $749.4k | Added +1.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 54.6k $747.5k | Reduced -654 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 53.5k $733.6k | Added +8.0k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 53.1k $727.5k | Reduced -8.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 52.7k $722.1k | Added +496 |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 50.5k $692.4k | Added +6.0k |
| Prana Capital Management, LP 0.03% of their portfolio | 50.4k $690.2k | Added +20.0k |
| Wealth Management Associates, Inc. 0.32% of their portfolio | 49.6k $679.7k | Unchanged |