RKTNYSEMortgage Bankers & Loan CorrespondentsFiscal year ends December 31
Rocket Companies, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$10.71−0.07 (-0.65%)
Close on Oct 19, 2026
- Market cap
- $30.45B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34.1%
965M of 2.83B shares
Institutional holders
791
125 new, 137 sold out
Net institutional buying
137M
In Q2 2026
Insider trades, 12 months
0 buys · 43 sales
Net sold $4.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Capital World Investors | 69,428,716 | 7.10% | 13G (passive) | Jun 30, 2026 |
| T. Rowe Price Associates, Inc. | 55,268,794 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 52,657,949 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 48,831,301 | 5.02% | 13G (passive) | Mar 31, 2026 |
| ValueAct Capital Management, L.P. | 25,395,627 | 9.90% | 13D (active) amendment | Jul 31, 2025 |
| TIAA-CREF Investment Management LLC | 23,987,554 | 9.38% | 13G (passive) amendment | Sep 30, 2025 |
| VA Partners I, LLC | 22,704,955 | 8.90% | 13D (active) amendment | Jul 9, 2025 |
| College Retirement Equities Fund Growth Account | 20,770,272 | 8.12% | 13G (passive) amendment | Sep 30, 2025 |
| TIAA-CREF Investment Management, LLC | 20,129,450 | 7.87% | 13G (passive) amendment | Aug 29, 2025 |
| ValueAct Capital Master Fund, L.P. | 19,727,127 | 7.70% | 13D (active) amendment | Jul 2, 2025 |
| College Retirement Equities Fund-Growth Account | 17,467,378 | 6.83% | 13G (passive) amendment | Aug 29, 2025 |
| Daniel Gilbert | 1,608,089,722 | 57.12% | 13D (active) amendment | Oct 10, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RKT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital World Investors | 69,332,560 | 2.45% | $1.09B | New | 0.13% |
| BlackRock, Inc. | 69,066,062 | 2.44% | $1.09B | +2,473,904 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 55,269,619 | 1.95% | $870.50K | +15,746,193 | 0.09% |
| FMR LLC | 52,060,648 | 1.84% | $819.96M | +20,382,974 | 0.04% |
| Vanguard Capital Management LLC | 42,689,718 | 1.51% | $672.36M | +1,014,007 | 0.01% |
| ValueAct Holdings, L.P. | 41,668,774 | 1.47% | $656.28M | +13,454,050 | 11.65% |
| Vanguard Portfolio Management LLC | 40,503,401 | 1.43% | $637.93M | +951,151 | 0.03% |
| Capital International Investors | 33,407,832 | 1.18% | $526.17M | +29,754,919 | 0.11% |
| Morgan Stanley | 28,542,001 | 1.01% | $449.54M | +5,948,345 | 0.02% |
| Goldman Sachs Group Inc | 23,227,764 | 0.82% | $365.84M | +14,190,099 | 0.03% |
| State Street Corp | 22,268,377 | 0.79% | $350.73M | +722,909 | 0.01% |
| Cooperman Leon G | 21,016,600 | 0.74% | $331.01M | – | 9.33% |
| Bank Of America Corp /De/ | 19,729,308 | 0.70% | $310.74M | +3,560,981 | 0.02% |
| Norges Bank | 17,505,324 | 0.62% | $275.71M | New | 0.03% |
| Geode Capital Management, LLC | 16,973,040 | 0.60% | $266.58M | +312,531 | 0.01% |
| Durable Capital Partners LP | 16,488,238 | 0.58% | $259.69M | −2,817,487 | 2.53% |
| Bank of New York Mellon Corp | 15,604,077 | 0.55% | $245.76M | +11,889,385 | 0.04% |
| Contour Asset Management LLC | 14,961,047 | 0.53% | $235.64M | +5,091,721 | 5.58% |
| JPMorgan Chase & Co | 13,727,827 | 0.48% | $213.45M | −1,377,305 | 0.01% |
| Capital Research Global Investors | 10,703,415 | 0.38% | $168.58M | New | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 791 | 965M | 34.1% | 125 / 301 | 261 / 137 | 314M | 177M |
| Q1 2026 | 818 | 830M | 29.3% | 150 / 304 | 250 / 108 | 251M | 158M |
| Q4 2025 | 788 | 825M | 29.1% | 353 / 308 | 81 / 68 | 514M | 36M |
| Q3 2025 | 508 | 347M | 12.2% | 198 / 195 | 79 / 62 | 164M | 29M |
| Q2 2025 | 374 | 212M | 7.5% | 125 / 138 | 71 / 56 | 98M | 23M |
| Q1 2025 | 308 | 138M | 4.9% | 81 / 107 | 69 / 35 | 50M | 14M |
| Q4 2024 | 268 | 109M | 3.9% | 55 / 89 | 77 / 51 | 21M | 21M |
| Q3 2024 | 269 | 110M | 3.9% | 56 / 99 | 66 / 38 | 24M | 13M |
| Q2 2024 | 254 | 105M | 3.7% | 49 / 94 | 64 / 28 | 13M | 14M |
| Q1 2024 | 236 | 106M | 3.7% | 42 / 76 | 67 / 40 | 11M | 5M |
| Q4 2023 | 236 | 100M | 3.5% | 41 / 76 | 77 / 32 | 26M | 8M |
| Q3 2023 | 229 | 82M | 2.9% | 43 / 67 | 69 / 26 | 11M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RKT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 37,604,764 | 1.33% | $545.65M | 0.15% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 29,584,571 | 1.04% | $465.96M | 0.02% | Jun 30, 2026 |
| American Balanced Fund | 23,000,000 | 0.81% | $362.25M | 0.13% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 20,183,880 | 0.71% | $317.90M | 0.14% | Jun 30, 2026 |
| Fidelity Contrafund | 16,274,406 | 0.57% | $256.32M | 0.14% | Jun 30, 2026 |
| Growth Fund | 15,215,941 | 0.54% | $239.65M | 0.42% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 11,239,088 | 0.40% | $177.02M | 0.18% | Jun 30, 2026 |
| T. Rowe Price Large-Cap Growth Fund | 10,085,386 | 0.36% | $158.84M | 0.77% | Jun 30, 2026 |
| American Funds Fundamental Investors | 9,830,293 | 0.35% | $154.83M | 0.09% | Jun 30, 2026 |
| Vanguard Value Index Fund | 8,858,292 | 0.31% | $139.52M | 0.05% | Jun 30, 2026 |
| iShares Large Cap Core Active ETF | 7,646,726 | 0.27% | $98.64M | 1.53% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 7,135,974 | 0.25% | $112.39M | 0.32% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 6,487,177 | 0.23% | $102.17M | 0.44% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 5,485,877 | 0.19% | $86.40M | 0.59% | Jun 30, 2026 |
| Bridge Builder Large Cap Growth Fund | 5,156,475 | 0.18% | $81.21M | 0.27% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jesse K. Bray | Pres & CEO, Rocket Mortgage, Director | 15,823,167 | 0.56% | Sep 16, 2026 |
| Varun Krishna | Chief Executive Officer, Director | 1,958,664 | 0.07% | Sep 9, 2026 |
| William C. Emerson | President, Director | 2,256,121 | 0.08% | Sep 9, 2025 |
| Jonathan Mildenhall | Chief Marketing Officer | 808,657 | 0.03% | Sep 9, 2026 |
| Heather M. Lovier | Chief Operating Officer | 3,672,605 | 0.13% | Sep 9, 2026 |
| Noah A. Edwards | Chief Accounting Officer | 156,613 | 0.01% | Sep 9, 2026 |
| Shawn Malhotra | Chief Technology Officer | 867,341 | 0.03% | Sep 9, 2026 |
| Brian Nicholas Brown | President & Chief Fin Officer | 2,019,843 | 0.07% | Sep 9, 2026 |
| William D. Banfield | Chief Business Officer | 6,494,527 | 0.23% | Sep 9, 2026 |
| Tina V. John | Secretary | 317,391 | 0.01% | Jun 13, 2025 |
| Matthew Rizik | Director | 7,425,342 | 0.26% | Sep 9, 2026 |
| Sarah Watterson | Director | 14,566 | 0.00% | Aug 17, 2026 |
| Jonathan D. Mariner | Director | 102,300 | 0.00% | Jun 11, 2026 |
| Suzanne F. Shank | Director | 119,558 | 0.00% | Jun 11, 2026 |
| Alastair Rampell | Director | 54,639 | 0.00% | Jun 11, 2026 |
| Tagar Olson | Director | 289,595 | 0.01% | Jun 11, 2026 |
| Daniel B. Gilbert | Director, 10% owner | 568,640,527 | 20.08% | Oct 24, 2025 |
| Holdings Inc. Rock | Director, 10% owner | 20,200,000 | 0.71% | Jul 2, 2025 |
| Jennifer L. Gilbert | Director, 10% owner | 157,027,692 | 5.55% | Jul 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −225,000 | $13.11 | $2.95M | 7,953,027 |
| Varun Krishna Chief Executive Officer, Director | Sep 8, 2026 | Tax withholding | −58,259 | $14.06 | $819.12K | 1,958,664 |
| Brian Nicholas Brown President & Chief Fin Officer | Sep 8, 2026 | Tax withholding | −14,675 | $14.06 | $206.33K | 1,624,066 |
| Shawn Malhotra Chief Technology Officer | Sep 7, 2026 | Tax withholding | −37,930 | $14.06 | $533.30K | 867,341 |
| Varun Krishna Chief Executive Officer, Director | Sep 7, 2026 | Tax withholding | −126,999 | $14.06 | $1.79M | 2,016,923 |
| Noah A. Edwards Chief Accounting Officer | Sep 7, 2026 | Tax withholding | −12,009 | $14.06 | $168.85K | 156,613 |
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Sep 7, 2026 | Tax withholding | −29,279 | $14.06 | $411.66K | 7,870,140 |
| William D. Banfield Chief Business Officer | Sep 7, 2026 | Tax withholding | −61,315 | $14.06 | $862.09K | 3,667,548 |
| Brian Nicholas Brown President & Chief Fin Officer | Sep 7, 2026 | Tax withholding | −44,042 | $14.06 | $619.23K | 1,638,741 |
| Jonathan Mildenhall Chief Marketing Officer | Sep 7, 2026 | Tax withholding | −80,287 | $14.06 | $1.13M | 808,657 |
| Matthew Rizik Director | Sep 7, 2026 | Option exercise | +14,796 | – | – | 2,439,337 |
| Matthew Rizik Director | Sep 7, 2026 | Other | −14,796 | $14.06 | $208.03K | 2,424,541 |
| Heather M. Lovier Chief Operating Officer | Sep 7, 2026 | Tax withholding | −61,669 | $14.06 | $867.07K | 2,259,115 |
| Sarah Watterson Director | Aug 17, 2026 | Award | +14,566 | – | – | 14,566 |
| Tagar Olson Director | Jun 10, 2026 | Award | +11,255 | – | – | 289,595 |
| Alastair Rampell Director | Jun 10, 2026 | Award | +16,312 | – | – | 54,639 |
| Suzanne F. Shank Director | Jun 10, 2026 | Award | +16,312 | – | – | 119,558 |
| Jonathan D. Mariner Director | Jun 10, 2026 | Award | +16,312 | – | – | 102,300 |
| Matthew Rizik Director | Jun 7, 2026 | Option exercise | +12,261 | – | – | 1,050,797 |
| Matthew Rizik Director | Jun 7, 2026 | Other | −12,261 | $12.65 | $155.10K | 1,038,536 |
| Shawn Malhotra Chief Technology Officer | May 6, 2026 | Tax withholding | −52,484 | $14.09 | $739.50K | 905,271 |
| Noah A. Edwards Chief Accounting Officer | Apr 7, 2026 | Tax withholding | −2,302 | $15.03 | $34.60K | 168,622 |
| William D. Banfield Chief Business Officer | Apr 7, 2026 | Tax withholding | −8,056 | $15.03 | $121.08K | 901,884 |
| Jonathan Mildenhall Chief Marketing Officer | Apr 7, 2026 | Tax withholding | −12,860 | $15.03 | $193.29K | 888,944 |
| Heather M. Lovier Chief Operating Officer | Apr 7, 2026 | Tax withholding | −8,056 | $15.03 | $121.08K | 907,295 |
| Brian Nicholas Brown President & Chief Fin Officer | Apr 7, 2026 | Tax withholding | −16,112 | $15.03 | $242.16K | 1,287,006 |
| Shawn Malhotra Chief Technology Officer | Apr 7, 2026 | Tax withholding | −13,751 | $15.03 | $206.68K | 957,755 |
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Apr 1, 2026 | Tax withholding | −57,200 | $14.25 | $815.10K | 7,978,342 |
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Mar 11, 2026 | Gift | −62,960 | – | – | 6,871,997 |
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Mar 11, 2026 | Gift | −30,100 | – | – | 6,934,957 |
| Brian Nicholas Brown President & Chief Fin Officer | Mar 8, 2026 | Tax withholding | −14,675 | $14.95 | $219.39K | 1,303,118 |
| Varun Krishna Chief Executive Officer, Director | Mar 8, 2026 | Tax withholding | −58,259 | $14.95 | $870.97K | 2,143,922 |
| Noah A. Edwards Chief Accounting Officer | Mar 7, 2026 | Award | +60,200 | – | – | 178,836 |
| Noah A. Edwards Chief Accounting Officer | Mar 7, 2026 | Tax withholding | −7,912 | $14.95 | $118.28K | 170,924 |
| William D. Banfield Chief Business Officer | Mar 7, 2026 | Tax withholding | −44,053 | $14.95 | $658.59K | 909,940 |
| William D. Banfield Chief Business Officer | Mar 7, 2026 | Award | +234,113 | – | – | 953,993 |
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Mar 7, 2026 | Award | +418,060 | – | – | 9,262,649 |
| Shawn Malhotra Chief Technology Officer | Mar 7, 2026 | Tax withholding | −15,723 | $14.95 | $235.06K | 971,506 |
| Shawn Malhotra Chief Technology Officer | Mar 7, 2026 | Award | +250,836 | – | – | 987,229 |
| Jonathan Mildenhall Chief Marketing Officer | Mar 7, 2026 | Award | +234,113 | – | – | 962,753 |
| Jonathan Mildenhall Chief Marketing Officer | Mar 7, 2026 | Tax withholding | −60,949 | $14.95 | $911.19K | 901,804 |
| Heather M. Lovier Chief Operating Officer | Mar 7, 2026 | Tax withholding | −43,179 | $14.95 | $645.53K | 915,351 |
| Heather M. Lovier Chief Operating Officer | Mar 7, 2026 | Award | +250,836 | – | – | 958,530 |
| Brian Nicholas Brown President & Chief Fin Officer | Mar 7, 2026 | Award | +367,892 | – | – | 1,334,365 |
| Brian Nicholas Brown President & Chief Fin Officer | Mar 7, 2026 | Tax withholding | −16,572 | $14.95 | $247.75K | 1,317,793 |
| Matthew Rizik Director | Mar 7, 2026 | Option exercise | +14,796 | – | – | 1,053,332 |
| Matthew Rizik Director | Mar 7, 2026 | Other | −14,796 | $14.95 | $221.20K | 1,038,536 |
| Varun Krishna Chief Executive Officer, Director | Mar 7, 2026 | Tax withholding | −52,082 | $14.95 | $778.63K | 2,202,181 |
| Varun Krishna Chief Executive Officer, Director | Mar 7, 2026 | Award | +1,003,344 | – | – | 2,254,263 |
| Brian Nicholas Brown President & Chief Fin Officer | Mar 3, 2026 | Tax withholding | −39,128 | $16.79 | $656.96K | 966,473 |
| Jesse K. Bray Pres & CEO, Rocket Mortgage, Director | Mar 1, 2026 | Tax withholding | −1,193,762 | $18.19 | $21.71M | 8,844,589 |
| Matthew Rizik Director | Jan 12, 2026 | Sale(10b5-1 plan) | −2,500 | $22.99 | $57.47K | 1,038,536 |
| Matthew Rizik Director | Jan 9, 2026 | Sale(10b5-1 plan) | −2,500 | $22.78 | $56.95K | 1,041,036 |
| Matthew Rizik Director | Jan 8, 2026 | Sale(10b5-1 plan) | −2,500 | $21.29 | $53.23K | 1,043,536 |
| Matthew Rizik Director | Jan 7, 2026 | Sale(10b5-1 plan) | −2,500 | $21.26 | $53.15K | 1,046,036 |
| Matthew Rizik Director | Jan 6, 2026 | Sale(10b5-1 plan) | −2,500 | $20.98 | $52.45K | 1,048,536 |
| Matthew Rizik Director | Jan 5, 2026 | Sale(10b5-1 plan) | −2,500 | $21.04 | $52.60K | 1,051,036 |
| Matthew Rizik Director | Jan 2, 2026 | Sale(10b5-1 plan) | −2,500 | $19.70 | $49.25K | 1,053,536 |
| Matthew Rizik Director | Dec 31, 2025 | Sale(10b5-1 plan) | −2,500 | $19.45 | $48.63K | 1,056,036 |
| Matthew Rizik Director | Dec 30, 2025 | Sale(10b5-1 plan) | −2,500 | $19.88 | $49.70K | 1,058,536 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| K. Bray Jesse Director, Officer | Sep 15, 2026 | 900,000 | $12.10M | Sep 15, 2026 | Transfer |
| Matthew Rizik Director | Nov 12, 2025 | 116,497 | $2.01M | Nov 11, 2025 | Open Market Purchase |
| Mariner Jonathan Director | Aug 24, 2023 | 12,500 | $128.96K | Aug 24, 2023 | Restricted stock vesting under a registered plan |