Position in RKT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$449,536,509
+$127,576,919 QoQ
Shares Held
28,542,001
+26.3% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
of 787 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. RKT ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in RKT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,536,509 | 28,542,001 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $321,959,590 | 22,593,656 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $15,062,459 | 1,062,233 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $17,661,726 | 1,463,275 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $18,798,537 | 1,291,996 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $33,046,916 | 2,282,246 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $23,652,800 | 2,891,541 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,986,637 | 4,574,402 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,166,752 | 2,888,163 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,690,744 | 3,384,392 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,971,180 | 2,685,314 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $17,351,418 | 1,239,387 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,970,167 | 746,270 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $84,090,039 | 3,641,838 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,707,080 | 1,370,281 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $33,935,049 | 1,702,712 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||