Rocket Companies Ownership 2024 | Who Owns Rocket Companies Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

21.48%

Insider Ownership

7.10%

Retail Ownership

71.42%

Institutional Holders

131.00

Rocket Companies Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC8.83%0.00%12,096,752631,6535.51%165,725,502Jun 30, 2024
FMR LLC8.15%0.01%11,161,330-1,133,386-9.22%152,910,216Jun 30, 2024
BOSTON PARTNERS6.80%0.16%9,313,281-68,892-0.73%127,605,025Jun 30, 2024
JPMORGAN CHASE & CO5.96%0.01%8,159,287-241,474-2.87%111,782,246Jun 30, 2024
BLACKROCK INC.3.86%0.00%5,287,260164,1033.20%72,435,462Jun 30, 2024
TECHNOLOGY CROSSOVER MANAGEMENT X, LTD.3.25%6.02%4,450,000--60,965,000Jun 30, 2024
DAVIS SELECTED ADVISERS2.35%0.26%3,217,609-16,750-0.52%44,081,243Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.2.22%0.07%3,036,7382,478,930444.41%41,603,311Jun 30, 2024
STATE STREET CORP2.07%0.00%2,838,394110,3064.04%38,885,998,000Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP2.02%0.01%2,766,6352,766,635100.00%37,902,900Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.80%0.06%2,468,700510,40026.06%33,821,190Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.48%0.00%2,031,240172,3739.27%27,836,125Jun 30, 2024
BRUNI J V & CO /CO1.19%2.78%1,631,376-11,571-0.70%22,349,851Jun 30, 2024
J. GOLDMAN & CO LP1.15%0.61%1,577,371698,89379.56%21,609,983Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.14%0.08%1,557,203-51,982-3.23%21,333,681Jun 30, 2024
D. E. SHAW & CO., INC.1.05%0.02%1,437,135532,20958.81%19,688,749Jun 30, 2024
MORGAN STANLEY1.03%0.00%1,410,112118,1169.14%19,318,546Jun 30, 2024
HILLMAN CO0.92%8.27%1,259,179--17,250,752Jun 30, 2024
FIRST TRUST ADVISORS LP0.79%0.02%1,083,336-284,719-20.81%14,841,703Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.71%0.00%968,401119,67614.10%13,267,094Jun 30, 2024

Rocket Companies's largest institutional shareholder is VANGUARD GROUP INC, holding 8.83% of the company's total share outstanding, currently valued at $165.73M. The top 10 institutional shareholders own together 45.50% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HILLMAN CO0.92%8.27%1,259,179--17,250,752Jun 30, 2024
TECHNOLOGY CROSSOVER MANAGEMENT X, LTD.3.25%6.02%4,450,000--60,965,000Jun 30, 2024
BRUNI J V & CO /CO1.19%2.78%1,631,376-11,571-0.70%22,349,851Jun 30, 2024
BROOKTREE CAPITAL MANAGEMENT0.08%1.33%113,391-4,356-3.70%1,553,457Jun 30, 2024
ALIGHT CAPITAL MANAGEMENT LP0.21%0.96%288,115-111,885-27.97%3,947,176Jun 30, 2024
GREYLIN INVESTMENT MANAGEMENT, INC0.26%0.82%355,868111,56345.67%4,875,392Jun 30, 2024
J. GOLDMAN & CO LP1.15%0.61%1,577,371698,89379.56%21,609,983Jun 30, 2024
KINGFISHER CAPITAL LLC0.13%0.59%183,0832,6061.44%2,508,000Jun 30, 2024
INTRINSIC VALUE PARTNERS, LLC0.03%0.50%35,145-245-0.69%481,487Jun 30, 2024
SYMMETRY PEAK MANAGEMENT LLC0.01%0.48%20,00020,000100.00%274,000Jun 30, 2024
MISSOURI TRUST & INVESTMENT CO0.06%0.46%88,50012,92517.10%1,212,450Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.39%24,00024,000100.00%328,800Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.36%22,00022,000100.00%301,400Jun 30, 2024
DMC GROUP, LLC0.02%0.35%29,4023251.12%402,807Jun 30, 2024
WHALEN WEALTH MANAGEMENT INC.0.02%0.32%29,47215,663113.43%403,766Jun 30, 2024
ASPEN GROVE CAPITAL, LLC0.06%0.26%80,000--1,096,000Jun 30, 2024
DAVIS SELECTED ADVISERS2.35%0.26%3,217,609-16,750-0.52%44,081,243Jun 30, 2024
INTEGRATED INVESTMENT CONSULTANTS, LLC0.04%0.22%55,753--811,206Jun 30, 2024
OAK THISTLE LLC0.02%0.22%21,80721,807100.00%298,756Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC0.04%0.19%56,00022,00064.71%767,200Jun 30, 2024

The largest Rocket Companies shareholder by % of total assets is HILLMAN CO. The company owns 1.26M shares of Rocket Companies (RKT), representing 8.27% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP2.02%0.01%2,766,6352,766,635100.00%37,902,900Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.2.22%0.07%3,036,7382,478,930444.41%41,603,311Jun 30, 2024
MARSHALL WACE, LLP0.58%0.01%789,140789,140100.00%10,811,219Jun 30, 2024
J. GOLDMAN & CO LP1.15%0.61%1,577,371698,89379.56%21,609,983Jun 30, 2024
VANGUARD GROUP INC8.83%0.00%12,096,752631,6535.51%165,725,502Jun 30, 2024
HOLOCENE ADVISORS, LP0.52%0.04%717,701593,661478.60%9,832,504Jun 30, 2024
D. E. SHAW & CO., INC.1.05%0.02%1,437,135532,20958.81%19,688,749Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.80%0.06%2,468,700510,40026.06%33,821,190Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.38%0.01%525,000375,000250.00%7,192,500Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.31%0.00%420,103271,119181.98%5,755,411Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.19%0.02%260,217260,217100.00%3,565,000Jun 30, 2024
WOLVERINE TRADING, LLC0.13%0.00%182,700182,700100.00%2,502,990Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.48%0.00%2,031,240172,3739.27%27,836,125Jun 30, 2024
DEUTSCHE BANK AG\0.13%0.00%178,123164,7911236.06%2,440,286Jun 30, 2024
BLACKROCK INC.3.86%0.00%5,287,260164,1033.20%72,435,462Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.14%0.00%197,592148,965306.34%2,707,010Jun 30, 2024
J. GOLDMAN & CO LP0.12%0.06%162,800138,100559.11%2,230,360Jun 30, 2024
WALLEYE CAPITAL LLC0.11%0.00%153,600120,500364.05%2,104,320Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.71%0.00%968,401119,67614.10%13,267,094Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.20%0.00%275,613118,11775.00%3,775,899Jun 30, 2024

As of Jun 30 2024, Rocket Companies's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 2.77M stocks of RKT, valued at $37.90M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD----4,384,150-100.00%-Jun 30, 2024
CAPITAL WORLD INVESTORS0.46%0.00%630,566-3,011,533-82.69%8,638,754Jun 30, 2024
FMR LLC8.15%0.01%11,161,330-1,133,386-9.22%152,910,216Jun 30, 2024
HBK INVESTMENTS L P----500,000-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC0.56%0.03%768,700-411,500-34.87%10,531,190Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----400,000-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.62%0.00%855,266-297,523-25.81%11,717,144Jun 30, 2024
FIRST TRUST ADVISORS LP0.79%0.02%1,083,336-284,719-20.81%14,841,703Jun 30, 2024
JPMORGAN CHASE & CO5.96%0.01%8,159,287-241,474-2.87%111,782,246Jun 30, 2024
JUMP FINANCIAL, LLC----187,338-100.00%-Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC----185,406-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.23%0.00%315,686-164,399-34.24%4,324,898Jun 30, 2024
PATIENT CAPITAL MANAGEMENT, LLC----142,791-100.00%-Jun 30, 2024
AZORA CAPITAL LP----134,215-100.00%-Jun 30, 2024
ALIGHT CAPITAL MANAGEMENT LP0.21%0.96%288,115-111,885-27.97%3,947,176Jun 30, 2024
WALLEYE CAPITAL LLC0.02%0.00%23,898-102,016-81.02%327,403Jun 30, 2024
WEALTHSPIRE ADVISORS, LLC----75,161-100.00%-Jun 30, 2024
BOSTON PARTNERS6.80%0.16%9,313,281-68,892-0.73%127,605,025Jun 30, 2024
PEAK6 INVESTMENTS LLC0.02%0.00%33,300-66,700-66.70%456,210Jun 30, 2024
GTS SECURITIES LLC0.05%0.00%65,339-62,526-48.90%895,144Jun 30, 2024

As of Jun 30 2024, Rocket Companies's biggest institutional seller is CALEDONIA (PRIVATE) INVESTMENTS PTY LTD. The company sold -4.38M shares of RKT, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP2.02%0.01%2,766,6352,766,635100.00%37,902,900Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.19%0.02%260,217260,217100.00%3,565,000Jun 30, 2024
TWINBEECH CAPITAL LP0.08%0.03%106,982106,982100.00%1,465,653Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.06%0.05%75,94075,940100.00%1,040,378Jun 30, 2024
CHARTWELL INVESTMENT PARTNERS, LLC0.05%0.03%70,00070,000100.00%959,000Jun 30, 2024
IMC-CHICAGO, LLC0.04%0.00%59,08559,085100.00%809,465Jun 30, 2024
TOROSO INVESTMENTS, LLC0.03%0.01%34,91734,917100.00%478,362Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.39%24,00024,000100.00%328,800Jun 30, 2024
ENGINEERS GATE MANAGER LP0.02%0.01%22,41822,418100.00%307,127Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.36%22,00022,000100.00%301,400Jun 30, 2024
ARISTEIA CAPITAL LLC0.01%0.01%20,61720,617100.00%282,453Jun 30, 2024
SYMMETRY PEAK MANAGEMENT LLC0.01%0.48%20,00020,000100.00%274,000Jun 30, 2024
ATOM INVESTORS LP0.01%0.02%16,86516,865100.00%231,051Jun 30, 2024
ORION PORTFOLIO SOLUTIONS, LLC0.01%0.00%13,23713,237100.00%181,347Jun 30, 2024
VIRTU FINANCIAL LLC0.01%0.01%13,21013,210100.00%181,000Jun 30, 2024
AXXCESS WEALTH MANAGEMENT, LLC0.01%0.00%10,87910,879100.00%149,042Jun 30, 2024
CAPITAL ASSET ADVISORY SERVICES LLC0.01%0.01%10,87910,879100.00%144,147Jun 30, 2024
BRIDGES INVESTMENT MANAGEMENT INC0.01%0.00%10,42210,422100.00%142,781Jun 30, 2024
MAN GROUP PLC0.01%0.00%10,13410,134100.00%138,836Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.01%0.00%10,00010,000100.00%137,000Jun 30, 2024
CSS LLC/IL0.01%0.01%10,00010,000100.00%137,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.00%0.00%5,6385,638100.00%77,241Jun 30, 2024
KBC GROUP NV0.00%0.00%5,1585,158100.00%71,000Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%0.00%4,0884,088100.00%56,006Jun 30, 2024
DUNHILL FINANCIAL, LLC0.00%0.03%2,9362,936100.00%40,223Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.00%0.00%1,0631,063100.00%14,563Jun 30, 2024
HOBBS GROUP ADVISORS, LLC0.00%0.00%600600100.00%456Jun 30, 2024
SYMMETRY PEAK MANAGEMENT LLC0.00%0.01%500500100.00%6,850Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%-473473100.00%6,000Jun 30, 2024
CBIZ INVESTMENT ADVISORY SERVICES, LLC0.00%0.00%219219100.00%3,000Jun 30, 2024
GREAT LAKES RETIREMENT, INC.0.00%0.00%177177100.00%2,425Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%118118100.00%1,617Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC0.00%-100100100.00%1,370Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%-7070100.00%959Jun 30, 2024
FIRST HORIZON ADVISORS, INC.0.00%-7070100.00%959Jun 30, 2024
CVA FAMILY OFFICE, LLC-0.00%3636100.00%493Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.--44100.00%55Jun 30, 2024
SANDY SPRING BANK--33100.00%42Jun 30, 2024

Rocket Companies's largest new institutional shareholder by number of shares is WELLINGTON MANAGEMENT GROUP LLP, purchased 2.77M shares, valued at $37.90M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD----4,384,150-100.00%-Jun 30, 2024
HBK INVESTMENTS L P----500,000-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----400,000-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----187,338-100.00%-Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC----185,406-100.00%-Jun 30, 2024
PATIENT CAPITAL MANAGEMENT, LLC----142,791-100.00%-Jun 30, 2024
AZORA CAPITAL LP----134,215-100.00%-Jun 30, 2024
WEALTHSPIRE ADVISORS, LLC----75,161-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----60,871-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----51,300-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----34,891-100.00%-Jun 30, 2024
NISHKAMA CAPITAL, LLC----28,000-100.00%-Jun 30, 2024
MAI CAPITAL MANAGEMENT----24,853-100.00%-Jun 30, 2024
OLYMPIAD RESEARCH LP----24,849-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----23,855-100.00%-Jun 30, 2024
EPACRIA CAPITAL PARTNERS, LLC----21,571-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----21,075-100.00%-Jun 30, 2024
ROCKPORT WEALTH LLC----20,030-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----12,080-100.00%-Jun 30, 2024
XPONANCE, INC.----11,332-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----10,500-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----10,313-100.00%-Jun 30, 2024
PINE VALLEY INVESTMENTS LTD LIABILITY CO----10,094-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----5,290-100.00%-Jun 30, 2024
NVERSES CAPITAL, LLC----4,100-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----2,504-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----1,327-100.00%-Jun 30, 2024
OLD POINT TRUST & FINANCIAL SERVICES N A----1,000-100.00%-Jun 30, 2024
WETZEL INVESTMENT ADVISORS, INC.----408-100.00%-Jun 30, 2024
LARSON FINANCIAL GROUP LLC----306-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----83-100.00%-Jun 30, 2024
TORONTO DOMINION BANK----16-100.00%-Jun 30, 2024

Rocket Companies's largest sold out institutional shareholder by shares sold is CALEDONIA (PRIVATE) INVESTMENTS PTY LTD, sold -4.38M shares, valued at -, as of undefined.

Rocket Companies Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SPARROW FUNDS12.77%45,525--Feb 29, 2024
DAVIS VARIABLE ACCOUNT FUND INC2.00%109,270-11,900-9.82%Dec 31, 2023
DAVIS SERIES INC1.41%1,620,399-109,590-6.33%Dec 31, 2023
Davis Fundamental ETF Trust0.85%379,824-6,548-1.69%Jan 31, 2024
JP MORGAN MUTUAL FUND INVESTMENT TRUST0.58%2,183,323--Dec 31, 2023
Nuveen Core Equity Alpha Fund0.55%38,950--Mar 31, 2024
John Hancock Funds III0.45%6,992,491101,6371.47%Mar 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.33%39,694--Mar 31, 2024
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)0.32%4,363,734--Jan 31, 2024
Humankind Benefit Corp0.27%6,00083316.12%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.24%945,124342,80356.91%Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.16%4,781--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.16%82,700--Mar 31, 2024
GROWTH FUND OF AMERICA0.14%3,583,933--Feb 29, 2024
MASTER ADVANTAGE SMID CAP LLC0.12%15,12515,125-Dec 31, 2020
MASTER LARGE CAP SERIES LLC0.12%104,272--Mar 31, 2022
FIDELITY CAPITAL TRUST0.11%1,176,65190,3008.31%Jan 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS0.09%66,183--Mar 31, 2024
REYNOLDS FUNDS INC0.07%800--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.07%1,504,05490,6616.41%Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.05%1,564,681--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.05%75,087--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.05%451,198-62,483-12.16%Mar 31, 2024
BlackRock ETF Trust0.03%23,394--Jan 31, 2024
DAVIS NEW YORK VENTURE FUND INC0.03%68,020--Jan 31, 2024
VANGUARD INDEX FUNDS0.03%10,718,876-2,077,558-16.24%Mar 31, 2024
Series Portfolios Trust0.02%123,503128,110-2780.77%Jan 31, 2024
Nushares ETF Trust0.02%139,198-5,269-3.65%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.02%3,914--Mar 31, 2024
TIMOTHY PLAN0.01%69,856--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.01%59,029--Mar 31, 2024
Federated Hermes Adviser Series0.01%63,062--Mar 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.01%2,470--Mar 31, 2024
FIDELITY CONTRAFUND0.01%544,714--Mar 31, 2024
FIDELITY ADVISOR SERIES I0.01%1,453,89583,8496.12%Feb 29, 2024
MML SERIES INVESTMENT FUND0.01%71,817-7,384-9.32%Dec 31, 2023
RYDEX VARIABLE TRUST0.01%8,028--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.01%45,3002,7006.34%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,111,04473,5347.09%Feb 29, 2024
JPMORGAN TRUST II0.00%4,130,141--Feb 29, 2024
Goldman Sachs ETF Trust II0.00%4,08890.22%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%36,144--Dec 31, 2023
PAX WORLD FUNDS SERIES TRUST I0.00%74,450--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%286,713--Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%20,921-1,700-7.52%Jan 31, 2024
BUFFALO FUNDS0.00%20,460--Mar 31, 2024
Mutual Fund & Variable Insurance Trust0.00%56,000--Mar 31, 2024
GPS Funds I0.00%14,402--Mar 31, 2024
Columbia Funds Series Trust II0.00%1,007,400--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%81,182-6,133-7.02%Mar 31, 2024
SEI Catholic Values Trust0.00%6,200--Feb 29, 2024
PRUDENTIAL SERIES FUND0.00%183,68149,33336.72%Mar 28, 2024
FORUM FUNDS0.00%5,205--Jan 31, 2024
RYDEX SERIES FUNDS0.00%8,705--Dec 31, 2023
Victory Portfolios II0.00%105,004--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%73,254-32-0.04%Jan 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%125,000--Feb 29, 2024
MASSMUTUAL PREMIER FUNDS0.00%46,092-2,028-4.21%Dec 31, 2023
ETF Managers Trust0.00%11,647--Dec 31, 2023
ETF Series Solutions0.00%25,74413,089103.43%Feb 29, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%332,47524,8298.07%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%27,5171,1054.18%Jan 31, 2024
ADVISORS SERIES TRUST0.00%64,750--Jan 31, 2024
LKCM Funds0.00%4,900--Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%663,28338,9566.24%Feb 29, 2024
NORTHERN FUNDS0.00%140,697--Mar 28, 2024
ALLSPRING MASTER TRUST0.00%62,468--Feb 29, 2024
Guardian Variable Products Trust0.00%15,6786,07863.31%Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%20,5324832.41%Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%81,478--Mar 31, 2024
BNY MELLON FUNDS TRUST0.00%64,05964,059-Feb 29, 2024
Innovator ETFs Trust0.00%3,64872224.68%Jan 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%44,101-3,225-6.81%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%26,849-1,104-3.95%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%2,233--Mar 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%36,332--Feb 29, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%243,977171,846238.24%Feb 29, 2024
VANGUARD WORLD FUND0.00%179,563-997-0.55%Feb 29, 2024
North Square Investments Trust0.00%6,930--Jan 31, 2024
Listed Funds Trust0.00%3,534--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%6,219--Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%42,100-1,400-3.22%Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.00%17,478--Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%224,657222,2579260.71%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%7,24566310.07%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%6,819--Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.00%264--Mar 31, 2024
Principal Exchange-Traded Funds0.00%6,106--Mar 31, 2024
BARON SELECT FUNDS0.00%5,000--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%56,22156,221-Mar 31, 2024
Adviser Managed Trust0.00%680--Jan 31, 2024
Cavanal Hill Funds0.00%831--Feb 29, 2024
VALIC Co I0.00%110,848-5,411-4.65%Feb 29, 2024
ALLSPRING MASTER TRUST0.00%24,581--Feb 29, 2024
FINANCIAL INVESTORS TRUST0.00%29,145--Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%73,677-33,000-30.93%Mar 31, 2024
OHIO NATIONAL FUND INC0.00%5,490--Mar 31, 2024
Trust for Advised Portfolios0.00%5,464--Dec 31, 2023
Direxion Shares ETF Trust0.00%36,755--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%3,544--Mar 31, 2024

Rocket Companies's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 45.52K shares, compromising 12.77% of its total assets.

Rocket Companies Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24131-50.38%
31 Mar, 24264-
31 Dec, 232645.60%
30 Sep, 232508.23%
30 Jun, 23231-10.81%
31 Mar, 232591.17%
31 Dec, 222569.40%
30 Sep, 22234-7.51%
30 Jun, 22253-2.32%
31 Mar, 22259-4.07%
31 Dec, 212701.12%
30 Sep, 212671.91%
30 Jun, 21262-10.27%
31 Mar, 212925.04%
31 Dec, 2027816.32%
30 Sep, 2023923800.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-

As of 30 Jun 24, 131 institutions are holding Rocket Companies's shares, representing a decrease of -50.38% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2429,431,923-68.91%
31 Mar, 2494,667,7854.60%
31 Dec, 2390,503,37710.84%
30 Sep, 2381,650,9881.27%
30 Jun, 2380,623,767-7.40%
31 Mar, 2387,068,947-1.24%
31 Dec, 2288,160,31612.48%
30 Sep, 2278,377,343-4.41%
30 Jun, 2281,990,6911.90%
31 Mar, 2280,462,9819.34%
31 Dec, 2173,591,7400.33%
30 Sep, 2173,349,968-0.87%
30 Jun, 2173,994,2141.55%
31 Mar, 2172,866,591-13.30%
31 Dec, 2084,044,0366.83%
30 Sep, 2078,668,33913923499.82%
30 Jun, 20565-
31 Mar, 20565-
31 Dec, 19565-
30 Sep, 19565-
30 Jun, 19565-
31 Mar, 19565-

Rocket Companies (RKT) has 29.43M shares outstanding as of 30 Jun 24, down -68.91% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2421.48%0.43%
31 Mar, 2470.86%1.45%
31 Dec, 2369.95%1.69%
30 Sep, 2364.42%1.54%
30 Jun, 2364.64%1.33%
31 Mar, 2369.80%1.33%
31 Dec, 2272.41%1.67%
30 Sep, 2265.85%1.38%
30 Jun, 2269.01%1.60%
31 Mar, 2265.58%2.13%
31 Dec, 2155.50%1.95%
30 Sep, 2153.28%1.80%
30 Jun, 2154.35%1.37%
31 Mar, 2162.99%1.19%
31 Dec, 2072.85%1.33%
30 Sep, 2074.03%49240551025.00%
30 Jun, 200.00%250000.00%
31 Mar, 200.00%250000.00%
31 Dec, 190.00%250000.00%
30 Sep, 190.00%250000.00%
30 Jun, 190.00%250000.00%
31 Mar, 190.00%-

As of 30 Jun 24, Rocket Companies is held by 21.48% institutional shareholders, representing a 0.43% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2460-49.58%
31 Mar, 24119-5.56%
31 Dec, 2312615.60%
30 Sep, 2310939.74%
30 Jun, 2378-31.58%
31 Mar, 23114-5.79%
31 Dec, 2212135.96%
30 Sep, 2289-25.83%
30 Jun, 22120-11.76%
31 Mar, 221369.68%
31 Dec, 2112412.73%
30 Sep, 21110-21.99%
30 Jun, 21141-9.62%
31 Mar, 21156-12.36%
31 Dec, 20178-14.42%
30 Sep, 20208-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-

60 institutional shareholders have increased their position in RKT stock as of 30 Jun 24 compared to 119 in the previous quarter (a -49.58% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2436-50.00%
31 Mar, 2472-10.00%
31 Dec, 23809.59%
30 Sep, 2373-2.67%
30 Jun, 23757.14%
31 Mar, 2370-2.78%
31 Dec, 2272-13.25%
30 Sep, 228316.90%
30 Jun, 227110.94%
31 Mar, 2264-21.95%
31 Dec, 2182-
30 Sep, 218238.98%
30 Jun, 2159-27.16%
31 Mar, 218188.37%
31 Dec, 2043-
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--

36 institutional shareholders have reduced their position in RKT stock as of 30 Jun 24 compared to 72 in the previous quarter (a -50.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24131-50.38%29,431,923-68.91%21.48%0.43%60-49.58%36-50.00%
31 Mar, 24264-94,667,7854.60%70.86%1.45%119-5.56%72-10.00%
31 Dec, 232645.60%90,503,37710.84%69.95%1.69%12615.60%809.59%
30 Sep, 232508.23%81,650,9881.27%64.42%1.54%10939.74%73-2.67%
30 Jun, 23231-10.81%80,623,767-7.40%64.64%1.33%78-31.58%757.14%
31 Mar, 232591.17%87,068,947-1.24%69.80%1.33%114-5.79%70-2.78%
31 Dec, 222569.40%88,160,31612.48%72.41%1.67%12135.96%72-13.25%
30 Sep, 22234-7.51%78,377,343-4.41%65.85%1.38%89-25.83%8316.90%
30 Jun, 22253-2.32%81,990,6911.90%69.01%1.60%120-11.76%7110.94%
31 Mar, 22259-4.07%80,462,9819.34%65.58%2.13%1369.68%64-21.95%
31 Dec, 212701.12%73,591,7400.33%55.50%1.95%12412.73%82-
30 Sep, 212671.91%73,349,968-0.87%53.28%1.80%110-21.99%8238.98%
30 Jun, 21262-10.27%73,994,2141.55%54.35%1.37%141-9.62%59-27.16%
31 Mar, 212925.04%72,866,591-13.30%62.99%1.19%156-12.36%8188.37%
31 Dec, 2027816.32%84,044,0366.83%72.85%1.33%178-14.42%43-
30 Sep, 2023923800.00%78,668,33913923499.82%74.03%49240551025.00%208---
30 Jun, 201-565-0.00%250000.00%----
31 Mar, 201-565-0.00%250000.00%----
31 Dec, 191-565-0.00%250000.00%----
30 Sep, 191-565-0.00%250000.00%----
30 Jun, 191-565-0.00%250000.00%--100.00%--
31 Mar, 191-565-0.00%-1---

Rocket Companies Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 28, 2024Rizik Matthewdirector-P-PurchaseBuy318$13.79$4.39K707,528
Jun 28, 2024Rizik Matthewdirector-P-PurchaseBuy316$13.80$4.36K707,210
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy165$13.61$2.25K706,894
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy311$13.81$4.29K706,729
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy310$14.01$4.34K706,418
Jun 21, 2024Rizik Matthewdirector-P-PurchaseBuy316$13.77$4.35K706,108
Jun 21, 2024Rizik Matthewdirector-P-PurchaseBuy306$14.04$4.30K705,792
Jun 18, 2024Rizik Matthewdirector-P-PurchaseBuy300$14.54$4.36K705,486
Jun 18, 2024Rizik Matthewdirector-P-PurchaseBuy298$14.62$4.36K705,186
Jun 14, 2024Rizik Matthewdirector-P-PurchaseBuy297$14.67$4.36K704,888

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 28, 2024Rizik Matthewdirector-P-PurchaseBuy318$13.79$4.39K707,528
Jun 28, 2024Rizik Matthewdirector-P-PurchaseBuy316$13.80$4.36K707,210
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy165$13.61$2.25K706,894
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy311$13.81$4.29K706,729
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy310$14.01$4.34K706,418
Jun 21, 2024Rizik Matthewdirector-P-PurchaseBuy316$13.77$4.35K706,108
Jun 21, 2024Rizik Matthewdirector-P-PurchaseBuy306$14.04$4.30K705,792
Jun 18, 2024Rizik Matthewdirector-P-PurchaseBuy300$14.54$4.36K705,486
Jun 18, 2024Rizik Matthewdirector-P-PurchaseBuy298$14.62$4.36K705,186
Jun 14, 2024Rizik Matthewdirector-P-PurchaseBuy297$14.67$4.36K704,888

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 01, 2024Mildenhall Jonathanofficer Chief Marketing OfficerSell---553,797
Jul 01, 2024Malhotra Shawnofficer Chief Technology OfficerSell---579,290
Jul 01, 2024Lovier Heather M.officer Chief Operating OfficerSell---496,658
Jul 01, 2024Lovier Heather M.officer Chief Operating OfficerSell123,203$18.00$2.22M-
Jul 01, 2024Banfield William D.officer Chief Business OfficerSell---551,844
Jul 01, 2024Banfield William D.officer Chief Business OfficerSell123,203$18.00$2.22M-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 01, 2024Mildenhall Jonathanofficer Chief Marketing OfficerSell---553,797
Jul 01, 2024Malhotra Shawnofficer Chief Technology OfficerSell---579,290
Jul 01, 2024Lovier Heather M.officer Chief Operating OfficerSell---496,658
Jul 01, 2024Lovier Heather M.officer Chief Operating OfficerSell123,203$18.00$2.22M-
Jul 01, 2024Banfield William D.officer Chief Business OfficerSell---551,844
Jul 01, 2024Banfield William D.officer Chief Business OfficerSell123,203$18.00$2.22M-
Jun 28, 2024Rizik Matthewdirector-P-PurchaseBuy318$13.79$4.39K707,528
Jun 28, 2024Rizik Matthewdirector-P-PurchaseBuy316$13.80$4.36K707,210
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy165$13.61$2.25K706,894
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy311$13.81$4.29K706,729
Jun 26, 2024Rizik Matthewdirector-P-PurchaseBuy310$14.01$4.34K706,418
Jun 21, 2024Rizik Matthewdirector-P-PurchaseBuy316$13.77$4.35K706,108
Jun 21, 2024Rizik Matthewdirector-P-PurchaseBuy306$14.04$4.30K705,792
Jun 21, 2024Rampell Alastairdirector-A-AwardBuy5,668$14.30$81.05K22,623
Jun 21, 2024Tellem Nancydirector-A-AwardBuy15,034$14.30$214.99K87,542
Jun 21, 2024MARINER JONATHAN Ddirector-A-AwardBuy15,034$14.30$214.99K70,284
Jun 21, 2024SHANK SUZANNE F.director-A-AwardBuy15,034$14.30$214.99K87,542
Jun 18, 2024Rizik Matthewdirector-P-PurchaseBuy300$14.54$4.36K705,486
Jun 18, 2024Rizik Matthewdirector-P-PurchaseBuy298$14.62$4.36K705,186
Jun 14, 2024Rizik Matthewdirector-P-PurchaseBuy297$14.67$4.36K704,888

The last insider sell of Rocket Companies's stock was made by Mildenhall Jonathan on Jul 01 2024, selling - shares at - per share (valued at -). The last insider buy of RKT was made by Rizik Matthew on Jun 28 2024, buying 318 shares at $13.79 per share (worth $4.39K).

Rocket Companies Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202455--
Q1 2024184450.00%
Q4 202311100.00%
Q3 2023-3-
Q2 20233--
Q1 20234580.00%
Q4 2022115111500.00%
Q3 2022129112900.00%
Q2 202279--
Q1 20229--
Q2 20213837.50%
Q1 202161250.00%
Q4 20201--
Q3 20202323100.00%
Q3 20174580.00%
Q3 2015-16-
Q1 201571700.00%
Q4 2014-1-
Q3 20149--
Q2 2014-1-

55 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Rocket Companies's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202451--
Q1 202413--
Q4 2023---
Q3 2023-1-
Q2 2023---
Q1 2023---
Q4 2022115--
Q3 2022128--
Q2 202276--
Q1 20223--
Q2 2021---
Q1 2021-3-
Q4 2020---
Q3 20206--
Q3 2017-1-
Q3 2015---
Q1 2015---
Q4 2014---
Q3 2014---
Q2 2014---

As of Q2 2024, Insider owners conducted 51 open market buy trades and 0 open market sell trades of Rocket Companies's stocks.

Rocket Companies Peer Ownership


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GHIGreystone Housing Impact Investors LP
VELVelocity Financial, Inc.

RKT Ownership FAQ


Rocket Companies is owned by institutional shareholders (21.48%), insiders (7.10%), and public (71.42%). The largest institutional shareholder of Rocket Companies is VANGUARD GROUP INC (8.83% of total shares) and the top mutual fund owner is SPARROW FUNDS (12.77% of total shares).

Rocket Companies's major institutional shareholders are VANGUARD GROUP INC, FMR LLC, BOSTON PARTNERS, JPMORGAN CHASE & CO, and BLACKROCK INC.. The top five shareholders own together 33.59% of the company's share outstanding.

As of Jun 2024, there are 131 institutional shareholders of Rocket Companies.

VANGUARD GROUP INC owns 12.1M shares of Rocket Companies, representing 8.83% of the company's total shares outstanding, valued at $165.73M (as of Jun 2024).

As of Jun 2024, FMR LLC holds 11.16M shares of Rocket Companies (RKT), compromising 8.15% of the company, valued at $152.91M.

BOSTON PARTNERS is the third largest holder of Rocket Companies. The company owns 9.31M of the company's shares outstanding (worth $127.61M).