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 ($38.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.75. Options: 50 managers hold calls ($581.6m notional), 34 hold puts ($262.4m).
Trends to Q2 2026
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 |
| Q2 2025 | 377 |
| Q3 2025 | 510 |
| Q4 2025 | 788 |
| Q1 2026 | 818 |
| Q2 2026 | 792 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 153 | 103 |
| Q4 2024 | 125 | 128 |
| Q1 2025 | 183 | 103 |
| Q2 2025 | 259 | 127 |
| Q3 2025 | 385 | 141 |
| Q4 2025 | 619 | 148 |
| Q1 2026 | 440 | 356 |
| Q2 2026 | 414 | 396 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.2bn | $1.1bn | 0.90 |
| Q4 2025 | $757.5m | $494.3m | 0.65 |
| Q1 2026 | $618.2m | $215.6m | 0.35 |
| Q2 2026 | $581.6m | $262.4m | 0.45 |
Biggest buyers
| Capital World Investors | New | +69.3m |
| Capital International Investors | Added | +29.8m |
| FMR LLC | Added | +20.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +15.7m |
| GOLDMAN SACHS GROUP INC | Added | +14.2m |
| ValueAct Holdings, L.P. | Added | +13.5m |
| Bank of New York Mellon Corp | Added | +11.9m |
| Capital Research Global Investors | New | +10.7m |
| Assenagon Asset Management S.A. | New | +9.5m |
| Allspring Global Investments Holdings, LLC | Added | +6.9m |
Biggest sellers
| Slate Path Capital LP | Sold out | -23.2m |
| Qube Research & Technologies Ltd | Sold out | -15.5m |
| MARSHALL WACE, LLP | Reduced | -15.2m |
| JANE STREET GROUP, LLC | Reduced | -11.6m |
| Amundi | Reduced | -10.6m |
| Point72 Asset Management, L.P. | Reduced | -6.5m |
| Atreides Management, LP | Sold out | -6.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -5.4m |
| Nuveen, LLC | Reduced | -5.3m |
| Artisan Partners Limited Partnership | Sold out | -5.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $102.5m6.5m shares |
| JANE STREET GROUP, LLC | Added | $82.3m5.2m shares |
| CITADEL ADVISORS LLC | Added | $78.3m5.0m shares |
| IMC-Chicago, LLC | Added | $32.9m2.1m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $31.6m2.0m shares |
| PICTON MAHONEY ASSET MANAGEMENT | New | $29.9m1.9m shares |
| SIMPLEX TRADING, LLC | Reduced | $25.5m1.6m shares |
| NOMURA HOLDINGS INC | Added | $19.9m1.3m shares |
| GROUP ONE TRADING LLC | Reduced | $16.3m1.0m shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $15.8m1.0m shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $86.4m5.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $33.7m2.1m shares |
| CITADEL ADVISORS LLC | Added | $29.6m1.9m shares |
| IMC-Chicago, LLC | Added | $16.3m1.0m shares |
| D. E. Shaw & Co., Inc. | Added | $11.1m701.7k shares |
| Davidson Kempner Capital Management LP | Not comparable | $11.0m700.0k shares |
| Squarepoint Ops LLC | Added | $11.0m697.8k shares |
| Balyasny Asset Management L.P. | Added | $9.3m592.3k shares |
| GROUP ONE TRADING LLC | Added | $9.0m569.4k shares |
| Centiva Capital, LP | Added | $6.8m429.2k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $1.6m | $1.6m |
| Q1 2026 | 0 | — | 1 | $375.1k | $375.1k |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $2.9m | $2.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Bray Jesse K Pres & CEO, Rocket Mortgage, director · By The Jesse K. Bray Living Trust | Sold plan | $2.9m225.0k shares |
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 2026
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.13% of their portfolio | 69.3m $1.1bn | New |
| BlackRock, Inc. 0.02% of their portfolio | 69.1m $1.1bn | Added +2.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 55.3m $870.5m | Added +15.7m |
| FMR LLC 0.04% of their portfolio | 52.1m $820.0m | Added +20.4m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 42.7m $672.4m | Added +1.0m |
| ValueAct Holdings, L.P. 11.65% of their portfolio | 41.7m $656.3m | Added +13.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 40.5m $637.9m | Added +951.2k |
| Capital International Investors 0.11% of their portfolio | 33.4m $526.2m | Added +29.8m |
| MORGAN STANLEY 0.02% of their portfolio | 28.5m $449.5m | Added +5.9m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 23.2m $365.8m | Added +14.2m |
| STATE STREET CORP 0.01% of their portfolio | 22.3m $350.7m | Added +722.9k |
| COOPERMAN LEON G 9.33% of their portfolio | 21.0m $331.0m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 19.7m $310.7m | Added +3.6m |
| NORGES BANK 0.03% of their portfolio | 17.5m $275.7m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 17.0m $266.6m | Added +312.5k |
| Durable Capital Partners LP 2.53% of their portfolio | 16.5m $259.7m | Reduced -2.8m |
| Bank of New York Mellon Corp 0.04% of their portfolio | 15.6m $245.8m | Added +11.9m |
| Contour Asset Management LLC 5.58% of their portfolio | 15.0m $235.6m | Added +5.1m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 13.7m $213.4m | Reduced -1.4m |
| Capital Research Global Investors 0.02% of their portfolio | 10.7m $168.6m | New |
| T. Rowe Price Investment Management, Inc. 0.10% of their portfolio | 10.0m $157.8m | Added +6.3m |
| Allspring Global Investments Holdings, LLC 0.23% of their portfolio | 9.5m $151.1m | Added +6.9m |
| Boston Partners 0.13% of their portfolio | 9.5m $150.0m | Added +275.2k |
| Assenagon Asset Management S.A. 0.10% of their portfolio | 9.5m $149.7m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 9.0m $142.2m | Added +3.5m |
| FRED ALGER MANAGEMENT, LLC 0.42% of their portfolio | 7.9m $124.8m | Reduced -2.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 7.7m $120.8m | Reduced -545.1k |
| PARK PRESIDIO CAPITAL LLC 6.37% of their portfolio | 7.1m $112.5m | Added +1.8m |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 6.2m $97.2m | Added +202.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 6.0m $94.4m | Reduced -237.9k |
| Veridan Wealth LLC 32.62% of their portfolio | 5.9m $93.6m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 5.9m $92.3m | Added +2.4m |
| OCO Capital Partners, L.P. 15.92% of their portfolio | 5.8m $90.6m | Added +1.8m |
| Maple Rock Capital Partners Inc. 1.71% of their portfolio | 5.5m $87.3m | Added +2.4m |
| Alyeska Investment Group, L.P. 0.22% of their portfolio | 5.5m $87.2m | Added +2.2m |
| Long Focus Capital Management, LLC 3.50% of their portfolio | 5.4m $85.8m | Added +2.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 5.3m $82.8m | Added +1.4m |
| Broad Bay Capital Management, LP 7.15% of their portfolio | 4.8m $75.4m | Added +471.7k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3.17% of their portfolio | 4.7m $73.9m | Added +786.2k |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 4.7m $73.4m | Reduced -6.5m |
| Davis Selected Advisers 0.30% of their portfolio | 4.5m $70.3m | Reduced -360.4k |
| Technology Crossover Management X, Ltd. 8.81% of their portfolio | 4.5m $70.1m | Unchanged |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.54% of their portfolio | 4.3m $67.8m | Added +162.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.9m $61.6m | Reduced -199.3k |
| Legal & General Group Plc 0.01% of their portfolio | 3.5m $55.6m | Reduced -114.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 3.3m $52.3m | Reduced -292.7k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 3.3m $51.7m | Reduced -1.9m |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 3.1m $49.2m | Added +707.3k |
| No Street GP LP 2.93% of their portfolio | 3.1m $48.8m | Added +900.0k |
| Amundi 0.01% of their portfolio | 3.1m $48.7m | Reduced -10.6m |
| Newbrook Capital Advisors LP 6.27% of their portfolio | 2.9m $46.4m | Added +133.4k |
| Caledonia (Private) Investments Pty Ltd 1.57% of their portfolio | 2.9m $46.0m | Added +1.9m |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.7m $42.6m | Added +58.8k |
| BRUNI J V & CO /CO 3.76% of their portfolio | 2.6m $41.1m | Added +797.6k |
| Think Investments LP 5.05% of their portfolio | 2.6m $41.0m | Added +571.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 2.6m $40.8m | Reduced -86.5k |
| Clearline Capital LP 2.63% of their portfolio | 2.6m $40.8m | Added +863.2k |
| SONA ASSET MANAGEMENT (US) LLC 1.51% of their portfolio | 2.6m $40.6m | New |
| BANK OF NOVA SCOTIA 0.06% of their portfolio | 2.5m $40.1m | Added +2.5m |
| Swiss National Bank 0.02% of their portfolio | 2.5m $39.9m | Reduced -162.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 2.5m $38.9m | Added +210.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 2.4m $38.2m | Added +1.5m |
| Lodge Hill Capital, LLC 6.26% of their portfolio | 2.4m $37.3m | Reduced -12.6k |
| BAMCO INC /NY/ 0.05% of their portfolio | 2.3m $35.7m | Reduced -562.6k |
| Philosophy Capital Management LLC 3.36% of their portfolio | 2.2m $35.0m | Added +222.2k |
| CITIGROUP INC 0.02% of their portfolio | 2.2m $34.1m | Added +818.0k |
| PICTON MAHONEY ASSET MANAGEMENT 0.31% of their portfolio | 2.1m $33.7m | Added +559.8k |
| LPL Financial LLC 0.01% of their portfolio | 2.1m $33.5m | Reduced -21.6k |
| SOMA EQUITY PARTNERS LP 2.23% of their portfolio | 2.0m $32.0m | Reduced -1.1m |
| Park West Asset Management LLC 2.15% of their portfolio | 2.0m $31.5m | New |
| CLOUGH CAPITAL PARTNERS L P 2.57% of their portfolio | 2.0m $31.5m | Added +460.6k |
| Artemis Investment Management LLP 0.28% of their portfolio | 2.0m $31.1m | Added +483.8k |
| Korea Investment CORP 0.06% of their portfolio | 1.9m $29.9m | Added +563.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.26% of their portfolio | 1.9m $29.9m | Reduced -413.7k |
| Arvin Capital Management LP 5.56% of their portfolio | 1.9m $29.7m | New |
| Nuveen, LLC 0.01% of their portfolio | 1.9m $29.6m | Reduced -5.3m |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.20% of their portfolio | 1.8m $28.9m | New |
| Hudson Way Capital Management LLC 2.37% of their portfolio | 1.7m $26.6m | Added +119.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.7m $26.4m | Reduced -68.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.7m $26.0m | Added +971.1k |
| LONE PEAK GLOBAL INVESTORS LLC 3.56% of their portfolio | 1.6m $25.8m | Added +95.3k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 1.6m $25.8m | Added +1.1m |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.6m $24.4m | Added +483.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.5m $24.1m | Reduced -74.9k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 1.5m $23.7m | Reduced -904.1k |
| Ancient Art, L.P. 4.83% of their portfolio | 1.5m $23.6m | New |
| Governors Lane LP 2.34% of their portfolio | 1.5m $23.4m | New |
| Prana Capital Management, LP 0.69% of their portfolio | 1.4m $22.7m | Added +64.7k |
| South Street Advisors LLC 2.84% of their portfolio | 1.4m $21.8m | Added +12.1k |
| De Lisle Partners LLP 2.35% of their portfolio | 1.4m $21.5m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 1.3m $21.0m | Added +366.3k |
| Walleye Capital LLC 0.09% of their portfolio | 1.2m $19.1m | Added +502.7k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $18.3m | Added +13.6k |
| Brevan Howard Capital Management LP 0.25% of their portfolio | 1.1m $17.8m | Added +480.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 1.1m $17.4m | Added +259.4k |
| HILLMAN CO 6.05% of their portfolio | 1.1m $17.1m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 1.0m $16.4m | Reduced -23.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 1.0m $16.2m | Added +9.7k |
| Owl Creek Asset Management, L.P. 1.43% of their portfolio | 1.0m $16.1m | New |
| Bridgewater Associates, LP 0.07% of their portfolio | 1.0m $16.1m | New |