Rockefeller Capital Management L.P.
Position in RKT — Rocket Companies, Inc.
CIK 1739439
NEW YORK, NY
Position in RKT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$752,045
+$162,738 QoQ
Shares Held
47,749
+15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 790 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $14,062,512 across 8 Mortgage Finance names. RKT ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
|
239,143 | $13,081,120 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
47,749 | $752,045 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
5,140 | $141,350 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
818 | $71,246 | |
| 5 | UWMC |
UWM Holdings Corp
|
5,593 | $12,807 | |
| 6 | ONIT |
Onity Group Inc.
|
80 | $3,179 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
110 | $638 | |
| 8 | LDI |
loanDepot, Inc.
|
102 | $127 |
All Filings in RKT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,045 | 47,749 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $589,307 | 41,355 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $545,583 | 28,181 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $125,078 | 6,454 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $57,316 | 8,188 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $57,915 | 9,164 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $70,081 | 9,522 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $106,095 | 9,541 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $49,000 | 3,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,547 | 1,281 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $24,787 | 1,281 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $39,368 | 1,705 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $89,008 | 4,402 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,011 | 402 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||