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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.10. Options: 30 managers hold calls ($119.2m notional), 25 hold puts ($61.7m).
Trends to Q1 2025
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 |
| Q3 2024 | 271 |
| Q4 2024 | 271 |
| Q1 2025 | 311 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 74 | 122 |
| Q3 2023 | 104 | 95 |
| Q4 2023 | 108 | 107 |
| Q1 2024 | 118 | 106 |
| Q2 2024 | 139 | 93 |
| Q3 2024 | 153 | 103 |
| Q4 2024 | 125 | 128 |
| Q1 2025 | 183 | 103 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $67.2m | $31.1m | 0.46 |
| Q3 2024 | $168.6m | $73.7m | 0.44 |
| Q4 2024 | $86.2m | $35.9m | 0.42 |
| Q1 2025 | $119.2m | $61.7m | 0.52 |
Biggest buyers
| ValueAct Holdings, L.P. | New | +6.7m |
| Freestone Grove Partners LP | Added | +2.8m |
| GOLDMAN SACHS GROUP INC | Added | +2.6m |
| JPMORGAN CHASE & CO | Added | +2.6m |
| FMR LLC | Added | +2.3m |
| Caledonia (Private) Investments Pty Ltd | New | +2.0m |
| J. Goldman & Co LP | Added | +1.7m |
| CITADEL ADVISORS LLC | Added | +1.5m |
| Divisadero Street Capital Management, LP | New | +1.5m |
| Boston Partners | Added | +1.4m |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -1.7m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.4m |
| D. E. Shaw & Co., Inc. | Reduced | -1.3m |
| Point72 Asset Management, L.P. | Sold out | -1.3m |
| BARCLAYS PLC | Reduced | -702.9k |
| STATE STREET CORP | Reduced | -629.7k |
| Cubist Systematic Strategies, LLC | Sold out | -532.6k |
| MORGAN STANLEY | Reduced | -453.5k |
| Jump Financial, LLC | Sold out | -415.3k |
| Wealthfront Advisers LLC | Reduced | -381.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $27.6m2.3m shares |
| SIMPLEX TRADING, LLC | Added | $10.0m830.6k shares |
| CITADEL ADVISORS LLC | Added | $8.7m722.0k shares |
| GROUP ONE TRADING LLC | Added | $8.6m709.2k shares |
| Walleye Trading LLC | Added | $8.5m702.8k shares |
| WATER ISLAND CAPITAL LLC | New | $8.1m672.5k shares |
| Balyasny Asset Management L.P. | Reduced | $6.8m560.0k shares |
| PEAK6 LLC | Reduced | $6.0m500.3k shares |
| GOLDMAN SACHS GROUP INC | New | $6.0m500.0k shares |
| JANE STREET GROUP, LLC | Reduced | $6.0m499.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $12.3m1.0m shares |
| Balyasny Asset Management L.P. | New | $10.9m900.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.1m675.2k shares |
| LMR Partners LLP | New | $5.4m450.0k shares |
| BANK OF AMERICA CORP /DE/ | New | $4.5m376.7k shares |
| ExodusPoint Capital Management, LP | New | $2.4m200.0k shares |
| BANK OF MONTREAL /CAN/ | New | $2.0m162.4k shares |
| GOLDMAN SACHS GROUP INC | New | $1.9m159.0k shares |
| Walleye Trading LLC | Added | $1.8m147.2k shares |
| JANE STREET GROUP, LLC | Added | $1.7m144.4k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Boston Partners 0.20% of their portfolio | 13.7m $165.4m | Added +1.4m |
| VANGUARD GROUP INC 0.00% of their portfolio | 12.8m $154.4m | Added +273.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 10.8m $130.1m | Added +2.6m |
| FMR LLC 0.01% of their portfolio | 8.4m $101.7m | Added +2.3m |
| Nuveen, LLC 0.03% of their portfolio | 8.0m $96.5m | First filing |
| ValueAct Holdings, L.P. 1.77% of their portfolio | 6.7m $81.2m | New |
| BlackRock, Inc. 0.00% of their portfolio | 5.6m $67.6m | Reduced -261.9k |
| STATE STREET CORP 0.00% of their portfolio | 4.8m $62.3m | Reduced -629.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 4.8m $57.6m | Added +69.1k |
| Technology Crossover Management X, Ltd. 7.85% of their portfolio | 4.5m $53.7m | Unchanged |
| Davis Selected Advisers 0.22% of their portfolio | 3.1m $37.9m | Reduced -31.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.0m $36.6m | Added +2.6m |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 2.9m $35.2m | Added +1.5m |
| Freestone Grove Partners LP 0.36% of their portfolio | 2.9m $34.7m | Added +2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $26.7m | Added +94.1k |
| UBS Group AG 0.01% of their portfolio | 2.2m $26.5m | Added +852.6k |
| Caledonia (Private) Investments Pty Ltd 0.39% of their portfolio | 2.0m $24.2m | New |
| BRUNI J V & CO /CO 2.59% of their portfolio | 1.8m $22.3m | Reduced -14.0k |
| J. Goldman & Co LP 0.75% of their portfolio | 1.8m $21.2m | Added +1.7m |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 1.5m $17.8m | Added +1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $17.7m | Reduced -453.5k |
| Divisadero Street Capital Management, LP 2.01% of their portfolio | 1.5m $17.5m | New |
| Azora Capital LP 1.09% of their portfolio | 1.3m $16.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $15.3m | Added +103.2k |
| HILLMAN CO 5.75% of their portfolio | 1.3m $15.2m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $14.0m | Added +694.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 1.1m $13.7m | Added +570.7k |
| LPL Financial LLC 0.00% of their portfolio | 1.0m $12.3m | Added +113.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 948.8k $11.5m | Added +910.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 828.5k $10.0m | Reduced -1.3m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 821.7k $9.9m | Reduced -1.4m |
| Philip James Wealth Mangement, LLC 1.13% of their portfolio | 766.2k $9.2m | Added +461.5k |
| Kodai Capital Management LP 0.33% of their portfolio | 700.7k $8.5m | New |
| Fort Baker Capital Management LP 1.79% of their portfolio | 694.1k $8.4m | New |
| Holocene Advisors, LP 0.02% of their portfolio | 682.2k $8.2m | Added +627.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 636.8k $7.7m | Added +377.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 610.9k $7.4m | Reduced -7.8k |
| Legal & General Group Plc 0.00% of their portfolio | 597.4k $7.2m | Added +21.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 579.3k $7.0m | Added +144.2k |
| Alberta Investment Management Corp 0.05% of their portfolio | 550.0k $6.6m | New |
| No Street GP LP 0.50% of their portfolio | 525.0k $6.3m | New |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 464.1k $5.6m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 447.3k $5.4m | Added +386.3k |
| Woodline Partners LP 0.03% of their portfolio | 445.8k $5.4m | New |
| SAMLYN CAPITAL, LLC 0.08% of their portfolio | 422.2k $5.1m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 408.7k $4.9m | Reduced -248.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 400.5k $4.7m | Added +366.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 370.6k $4.5m | Added +40.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 362.0k $4.4m | Added +53.9k |
| SOROS FUND MANAGEMENT LLC 0.08% of their portfolio | 360.4k $4.4m | New |
| LMR Partners LLP 0.08% of their portfolio | 326.4k $3.9m | New |
| Alight Capital Management LP 2.07% of their portfolio | 325.0k $3.9m | Added +25.0k |
| PICTON MAHONEY ASSET MANAGEMENT 0.13% of their portfolio | 318.6k $3.8m | New |
| Invesco Ltd. 0.00% of their portfolio | 295.3k $3.6m | Added +103.1k |
| Verition Fund Management LLC 0.02% of their portfolio | 274.2k $3.3m | Added +253.3k |
| Swiss National Bank 0.00% of their portfolio | 268.4k $3.2m | Added +19.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 259.2k $3.1m | Added +121.9k |
| Prana Capital Management, LP 0.13% of their portfolio | 258.8k $3.1m | Reduced -121.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 252.6k $3.0m | Added +73.7k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 241.3k $2.9m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 220.3k $2.7m | Reduced -27.5k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 212.4k $2.6m | Reduced -138 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.14% of their portfolio | 201.7k $2.4m | New |
| EMG Holdings, L.P. 2.89% of their portfolio | 200.0k $2.4m | Reduced -20.7k |
| Quantinno Capital Management LP 0.02% of their portfolio | 194.1k $2.3m | Added +33.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 172.1k $2.1m | New |
| Wealthfront Advisers LLC 0.01% of their portfolio | 165.9k $2.0m | Reduced -381.2k |
| Quadrature Capital Ltd 0.04% of their portfolio | 165.1k $2.0m | Added +117.4k |
| Nishkama Capital, LLC 0.83% of their portfolio | 163.6k $2.0m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 156.1k $1.9m | Added +44.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 154.7k $1.9m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 153.2k $1.8m | Reduced -3.6k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 152.5k $1.8m | Added +139.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 152.3k $1.8m | Added +34.9k |
| Aquatic Capital Management LLC 0.05% of their portfolio | 150.4k $1.8m | Reduced -23.3k |
| XTX Topco Ltd 0.09% of their portfolio | 147.4k $1.8m | Added +116.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 146.5k $1.8m | Added +15.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 146.5k $1.8m | Added +2.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 135.7k $1.6m | Added +16.4k |
| PDT Partners, LLC 0.11% of their portfolio | 132.7k $1.6m | Reduced -188.9k |
| MANGROVE PARTNERS IM, LLC 0.17% of their portfolio | 132.3k $1.6m | Unchanged |
| MFG WEALTH MANAGEMENT, INC. 1.49% of their portfolio | 129.2k $1.6m | Added +42.7k |
| Edgestream Partners, L.P. 0.05% of their portfolio | 121.6k $1.5m | Added +106.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 118.3k $1.4m | Added +99.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 115.9k $1.4m | Unchanged |
| BROOKTREE CAPITAL MANAGEMENT 1.01% of their portfolio | 112.1k $1.4m | Added +1.5k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 100.0k $1.2m | Unchanged |
| Missouri Trust & Investment Co 0.40% of their portfolio | 93.4k $1.1m | Added +7.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 90.5k $1.1m | Added +8.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 88.5k $1.1m | Reduced -120.2k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 85.0k $1.0m | Added +82.7k |
| Clearstead Advisors, LLC 0.02% of their portfolio | 80.2k $968.6k | Unchanged |
| Aspen Grove Capital, LLC 0.20% of their portfolio | 80.0k $1.0m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 78.9k $952.3k | Reduced -2.8k |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 78.2k $943.5k | Reduced -140.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 78.1k $1.0m | Added +25.0k |
| TWINBEECH CAPITAL LP 0.02% of their portfolio | 77.1k $930.5k | New |
| Shay Capital LLC 0.26% of their portfolio | 75.0k $905.2k | New |
| CANTOR FITZGERALD, L. P. 0.03% of their portfolio | 70.6k $852.1k | New |
| Connective Portfolio Management, LLC 2.85% of their portfolio | 70.0k $844.9k | Added +32.0k |