Rocket Companies Ownership | Who Owns Rocket Companies?
Rocket Companies Ownership Summary
Rocket Companies is owned by 70.32% institutional investors, 7.01% insiders, and 22.68% retail investors. Vanguard group is the largest institutional shareholder, holding 8.83% of RKT shares. JHancock Disciplined Value Mid Cap I is the top mutual fund, with 4.96% of its assets in Rocket Companies shares.
RKT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Rocket Companies | 70.32% | 7.01% | 22.68% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Mortgage Stocks | 60.45% | 17.36% | 22.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 12.10M | 8.83% | $165.73M |
| Fmr | 11.16M | 8.15% | $152.91M |
| Boston partners | 9.31M | 6.80% | $127.61M |
| Jpmorgan chase | 8.16M | 5.96% | $111.78M |
| Blackrock | 5.29M | 3.86% | $72.44M |
| Technology crossover management x | 4.45M | 3.25% | $60.97M |
| Davis selected advisers | 3.22M | 2.35% | $44.08M |
| State street | 2.84M | 2.07% | $38.89M |
| Wellington management group llp | 2.77M | 2.02% | $37.90M |
| Renaissance | 2.47M | 1.80% | $33.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hillman | 1.26M | 8.27% | $17.25M |
| Technology crossover management x | 4.45M | 6.02% | $60.97M |
| Bruni j v & co /co | 1.63M | 2.78% | $22.35M |
| Brooktree capital management | 113.39K | 1.33% | $1.55M |
| Alight capital management lp | 288.12K | 0.96% | $3.95M |
| Greylin investment management | 355.87K | 0.82% | $4.88M |
| Kingfisher capital | 183.08K | 0.59% | $2.51M |
| Intrinsic value partners | 35.15K | 0.50% | $481.49K |
| Missouri trust & investment | 88.50K | 0.46% | $1.21M |
| Dmc group | 29.40K | 0.35% | $402.81K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.77M | 0.01% | 2.77M |
| Marshall wace, llp | 789.14K | 0.01% | 789.14K |
| Vanguard group | 12.10M | 0.00% | 631.65K |
| Renaissance | 2.47M | 0.06% | 510.40K |
| Exoduspoint capital management, lp | 260.22K | 0.02% | 260.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Caledonia (private) investments pty | - | - | -4.38M |
| Fmr | 11.16M | 0.01% | -1.13M |
| Holocene advisors, lp | - | - | -717.70K |
| Capital world investors | - | - | -630.57K |
| Hbk investments l p | - | - | -500.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 2.77M | 0.01% | 2.77M | $37.90M |
| Exoduspoint capital management, lp | 260.22K | 0.02% | 260.22K | $3.56M |
| Twinbeech capital lp | 106.98K | 0.03% | 106.98K | $1.47M |
| Edgestream partners | 75.94K | 0.05% | 75.94K | $1.04M |
| Imc-chicago | 59.09K | 0.00% | 59.09K | $809.47K |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -16.00 |
| Cullen/frost bankers | -70.00 |
| Quest partners | -83.00 |
| Ashton thomas private wealth | -118.00 |
| Great lakes retirement | -177.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 280 | 6.06% | 96,330,072 | 1.76% | 70 | 1.40% | 141 | 19.49% | 67 | -6.94% |
| Mar 31, 2024 | 264 | -0.38% | 94,667,785 | 4.60% | 70 | 1.45% | 118 | -6.35% | 72 | -10.00% |
| Dec 31, 2023 | 265 | 5.58% | 90,503,549 | 10.84% | 69 | 1.69% | 126 | 15.60% | 80 | 9.59% |
| Sep 30, 2023 | 251 | 8.19% | 81,651,160 | 1.27% | 64 | 1.54% | 109 | 39.74% | 73 | -2.67% |
| Jun 30, 2023 | 232 | -10.77% | 80,623,939 | -7.40% | 64 | 1.33% | 78 | -31.58% | 75 | 7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JHancock Disciplined Value Mid Cap I | 6.98M | 4.96% | - |
| JPMorgan Mid Cap Growth I | 4.82M | 3.43% | - |
| JPM US Mid Cap Growth-Composite | 4.82M | 3.43% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.25M | 2.93% | -22.45K |
| CREF Growth R1 | 3.06M | 2.18% | 3.06M |
| Vanguard Mid Cap Index Institutional | 2.83M | 1.96% | 6.61K |
| Fidelity Global Innovators Cl F | 2.65M | 1.89% | -11.12K |
| Hartford MidCap Y | 2.44M | 1.74% | 234.96K |
| Fidelity Canadian Growth Company Sr B | 2.13M | 1.51% | - |
| Fidelity Advisor Equity Growth I | 1.97M | 1.40% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 27, 2024 | Rizik Matthew | - | Buy | $4.36K |
| Jun 28, 2024 | Rizik Matthew | - | Buy | $4.39K |
| Jun 25, 2024 | Rizik Matthew | - | Buy | $4.29K |
| Jun 24, 2024 | Rizik Matthew | - | Buy | $4.34K |
| Jun 26, 2024 | Rizik Matthew | - | Buy | $2.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 51 | - |
| 2024 Q1 | 13 | - |
| 2023 Q4 | - | - |
RKT Ownership FAQ
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