Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/13/2024 | FMR LLC | 12.29 M | $178.89 M | 2.52% | 9.20% |
05/10/2024 | VANGUARD GROUP INC | 11.47 M | $166.82 M | -2.03% | 8.58% |
05/28/2024 | BOSTON PARTNERS | 9.38 M | $136.46 M | 4.24% | 7.02% |
05/10/2024 | JPMORGAN CHASE & CO | 8.40 M | $122.23 M | 19.67% | 6.29% |
05/10/2024 | BLACKROCK INC. | 5.12 M | $74.54 M | 1.98% | 3.83% |
05/13/2024 | TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. | 4.45 M | $64.75 M | 0.00% | 3.33% |
05/15/2024 | CALEDONIA (PRIVATE) INVESTMENTS PTY LTD | 4.38 M | $63.79 M | 0.00% | 3.28% |
05/14/2024 | CAPITAL WORLD INVESTORS | 3.64 M | $52.99 M | 0.00% | 2.73% |
05/14/2024 | DAVIS SELECTED ADVISERS | 3.23 M | $47.06 M | -1.47% | 2.42% |
05/15/2024 | STATE STREET CORP | 2.73 M | $39.69 M | 0.93% | 2.04% |
05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 1.96 M | $28.49 M | 4.81% | 1.47% |
05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.92 M | $27.90 M | -19.09% | 1.44% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.86 M | $27.05 M | 4.32% | 1.39% |
05/07/2024 | BRUNI J V & CO /CO | 1.64 M | $23.90 M | -1.37% | 1.23% |
05/15/2024 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.61 M | $23.41 M | 9.20% | 1.20% |
05/13/2024 | FIRST TRUST ADVISORS LP | 1.37 M | $19.91 M | 163.49% | 1.02% |
05/15/2024 | MORGAN STANLEY | 1.29 M | $18.80 M | -43.39% | 0.97% |
04/15/2024 | HILLMAN CO | 1.26 M | $18.32 M | 0.00% | 0.94% |
05/14/2024 | PEAK6 INVESTMENTS LLC | 1.18 M | $17.17 M | -22.33% | 0.88% |
05/14/2024 | ALLIANCEBERNSTEIN L.P. | 1.15 M | $16.77 M | 1,595.18% | 0.86% |
05/15/2024 | D. E. SHAW & CO., INC. | 904,926 | $13.17 M | 103.16% | 0.68% |
05/15/2024 | J. GOLDMAN & CO LP | 878,478 | $12.78 M | 7,674.83% | 0.66% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 848,725 | $12.35 M | 18.38% | 0.64% |
05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 693,000 | $10.08 M | 185.89% | 0.52% |
05/15/2024 | CITADEL ADVISORS LLC | 644,600 | $9.38 M | -3.02% | 0.48% |
05/10/2024 | LPL FINANCIAL LLC | 640,426 | $9.32 M | 73.98% | 0.48% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 608,079 | $8.85 M | 7.73% | 0.46% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 589,301 | $8.57 M | 26.50% | 0.44% |
05/14/2024 | INVESCO LTD. | 557,996 | $8.12 M | 146.96% | 0.42% |
05/13/2024 | BALYASNY ASSET MANAGEMENT L.P. | 557,808 | $8.12 M | 100.00% | 0.42% |
05/14/2024 | NORTHERN TRUST CORP | 541,354 | $7.88 M | -13.77% | 0.41% |
05/15/2024 | HBK INVESTMENTS L P | 500,000 | $7.28 M | -50.00% | 0.37% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 480,085 | $6.99 M | -2.77% | 0.36% |
05/13/2024 | BALYASNY ASSET MANAGEMENT L.P. | 400,000 | $5.82 M | 100.00% | 0.30% |
05/15/2024 | ALIGHT CAPITAL MANAGEMENT LP | 400,000 | $5.82 M | -5.88% | 0.30% |
05/13/2024 | UBS GROUP AG | 398,565 | $5.80 M | 210.69% | 0.30% |
05/15/2024 | CITADEL ADVISORS LLC | 354,600 | $5.16 M | -47.52% | 0.27% |
05/15/2024 | CITADEL ADVISORS LLC | 352,696 | $5.13 M | -1.00% | 0.26% |
05/15/2024 | CAPITAL FUND MANAGEMENT S.A. | 304,647 | $4.43 M | -39.33% | 0.23% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 299,201 | $4.35 M | -14.52% | 0.22% |
04/24/2024 | GREYLIN INVESTMENT MANAGEMENT, INC | 244,305 | $3.55 M | -2.23% | 0.18% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 242,212 | $3.52 M | 3.86% | 0.18% |
05/14/2024 | ALLIANZ ASSET MANAGEMENT GMBH | 241,300 | $3.51 M | 0.00% | 0.18% |
05/10/2024 | CREDIT SUISSE AG/ | 239,304 | $3.48 M | -46.89% | 0.18% |
05/07/2024 | SWISS NATIONAL BANK | 237,000 | $3.45 M | 4.08% | 0.18% |
05/07/2024 | QRG CAPITAL MANAGEMENT, INC. | 231,460 | $3.37 M | -55.21% | 0.17% |
05/15/2024 | MERCER GLOBAL ADVISORS INC /ADV | 226,213 | $3.29 M | -52.25% | 0.17% |
05/15/2024 | GOTHAM ASSET MANAGEMENT, LLC | 220,371 | $3.21 M | 0.00% | 0.17% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 193,937 | $2.82 M | 12.55% | 0.15% |
05/13/2024 | JUMP FINANCIAL, LLC | 187,338 | $2.73 M | 100.00% | 0.14% |
A. During the previous two years, 318 institutional investors and hedge funds held shares of Rocket Companies, Inc.. The most heavily invested institutionals were:
FMR LLC: 12.29 M
VANGUARD GROUP INC: 11.47 M
Boston Partners: 9.38 M
JPMORGAN CHASE & CO: 8.4 M
BlackRock Inc.: 5.12 M
Technology Crossover Management X, Ltd.: 4.45 M
A. 70.86% of Rocket Companies, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 113.07 M shares in the last 24 months. This purchase volume represents approximately $1.49 B in transactions.