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Rocket Companies, Inc.

RKT Financials
$14.14 $-0.44 (-3.02%)
Market Cap: $39.87 B
Gurus Holding
15
Popularity Rank
#117
% of Shares Held
3.12%
Net Activity (Q4 2025)
+$474.44 M

Guru Ownership Trend

Guru Analysis for Rocket Companies, Inc. (RKT)

Rocket Companies, Inc. (RKT), a key player in the Financials sector, continues to attract institutional attention.

As of Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.24 B.

Top institutional holders include ValueAct Capital (Mason Morfit) and Leon Cooperman.

Notably, Leon Cooperman has expressed high conviction in this stock, allocating 13.50% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $474.44 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 906.7%. Conversely, Paul Tudor Jones reduced exposure by 95.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$976.45 M
Total Buy Value
New Buys 6
Additions 8
-$502.01 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
14

FAQs for Rocket Companies, Inc. (RKT)

Major holders include ValueAct Capital (Mason Morfit) ($762.41 M), Leon Cooperman ($406.88 M), Daniel Loeb ($184.21 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 87.96 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $474.44 M, with 14 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited RKT. The total reported sell value was $502.01 M.

Yes, 6 managers opened new positions in RKT, and 8 increased their existing holdings. The total reported buy value was $976.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
10.85% Add 55.1% 39,380,652 $762.41 M Q4 2025
13.50% New Buy 21,016,600 $406.88 M Q4 2025
2.53% Add 137.9% 9,515,000 $184.21 M Q4 2025
0.17% Add 125.5% 8,010,163 $155.08 M Q4 2025
0.43% New Buy 4,324,817 $83.73 M Q4 2025
0.28% Add 3.0% 3,227,910 $62.49 M Q4 2025
0.04% Reduce -95.4% 1,086,627 $21.04 M Q4 2025
0.13% New Buy 461,591 $8.94 M Q4 2025
0.02% Add 21.1% 258,638 $5.01 M Q4 2025
0.00% Add 292.5% 242,225 $4.69 M Q4 2025
0.02% Add 906.7% 231,108 $4.47 M Q4 2025
0.00% New Buy 82,832 $1.6 M Q4 2025
0.00% Add 7.0% 61,720 $1.19 M Q4 2025
0.01% New Buy 43,868 $849,284 Q4 2025
0.00% New Buy 16,956 $328,268 Q4 2025
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SEC Form