ロケットカンパニーズ株式会社
US ˙ NYSE ˙ US77311W1018

SecurityRKT / Rocket Companies, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership22,593,656 shares
Latest Disclosed Value $ 321,959,643
Morgan Stanley reports 16.35% decrease in ownership of RKT / Rocket Companies, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 22,593,656 shares of Rocket Companies, Inc. (US:RKT) valued at $321,959,598 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 27,009,279 shares of Rocket Companies, Inc.. This represents a change in shares of -16.35% during the quarter. The current value of the position is $285,809,748 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ROCKET COS COM CL A 77311W101 22,593,656 -4,415,623 -16.35 321,960 -38.43 0.0194
2026-05-27 2025-12-31 13F/A-1 ROCKET COS COM CL A 77311W101 27,009,279 22,196,782 461.23 522,900 460.65 0.0312
2026-02-13 2025-12-31 13F ROCKET COS COM CL A 77311W101 27,009,279 22,196,782 522,900 0.0312
2026-05-27 2025-09-30 13F/A-1 ROCKET COS COM CL A 77311W101 4,812,497 3,750,264 353.05 93,266 519.21 0.0056
2025-11-14 2025-09-30 13F ROCKET COS COM CL A 77311W101 4,812,497 3,750,264 93,266 0.0056
2025-08-15 2025-06-30 13F ROCKET COS COM CL A 77311W101 1,062,233 -401,042 -27.41 15,062 -14.72 0.0010
2025-05-15 2025-03-31 13F ROCKET COS COM CL A 77311W101 1,463,275 -453,476 -23.66 17,662 -18.17 0.0013
2025-05-15 2024-12-31 13F/A-1 ROCKET COS COM CL A 77311W101 1,916,751 149,447 8.46 21,583 -36.36 0.0015
2025-02-14 2024-12-31 13F ROCKET COS COM CL A 77311W101 1,916,751 149,447 21,583 0.0015
2025-05-14 2024-09-30 13F/A-2 ROCKET COS COM CL A 77311W101 1,767,304 357,192 25.33 33,915 75.56 0.0025
2025-02-14 2024-09-30 13F/A-1 ROCKET COS COM CL A 77311W101 1,767,304 357,192 33,915 0.0025
2024-11-14 2024-09-30 13F ROCKET COS COM CL A 77311W101 1,767,304 357,192 33,915 0.0003
2025-05-14 2024-06-30 13F/A-2 ROCKET COS COM CL A 77311W101 1,410,112 118,116 9.14 19,319 2.77 0.0015
2024-10-17 2024-06-30 13F/A-1 ROCKET COS COM CL A 77311W101 1,410,112 118,116 19,319 0.0015
2024-08-14 2024-06-30 13F ROCKET COS COM CL A 77311W101 1,410,112 118,116 19,319 0.0015
2024-10-17 2024-03-31 13F/A-2 ROCKET COS COM CL A 77311W101 1,291,996 -990,250 -43.39 18,799 -43.12 0.0015
2024-08-16 2024-03-31 13F/A-1 ROCKET COS COM CL A 77311W101 1,291,996 -990,250 18,799 0.0002
2024-05-15 2024-03-31 13F ROCKET COS COM CL A 77311W101 1,291,996 -990,250 18,799 0.0015
2024-08-16 2023-12-31 13F/A-1 ROCKET COS COM CL A 77311W101 2,282,246 -609,295 -21.07 33,047 39.72 0.0029
2024-02-13 2023-12-31 13F ROCKET COS COM CL A 77311W101 2,282,246 -609,295 33,047 0.0029
2023-11-15 2023-09-30 13F ROCKET COS COM CL A 77311W101 2,891,541 -1,682,861 -36.79 23,653 -42.29 0.0024
2023-08-14 2023-06-30 13F ROCKET COS COM CL A 77311W101 4,574,402 1,686,239 58.38 40,987 56.64 0.0040
2023-05-15 2023-03-31 13F ROCKET COS COM CL A 77311W101 2,888,163 -496,229 -14.66 26,167 10.45 0.0028
2023-02-14 2022-12-31 13F ROCKET COS COM CL A 77311W101 3,384,392 699,078 26.03 23,691 39.59 0.0027
2022-11-14 2022-09-30 13F ROCKET COS COM CL A 77311W101 2,685,314 1,438,861 115.44 16,971 85.01 0.0023
2022-10-27 2022-06-30 13F/A-1 ROCKET COS COM CL A 77311W101 1,246,453 172,479 16.06 9,173 -23.19 0.0012
2022-08-15 2022-06-30 13F ROCKET COS COM CL A 77311W101 1,246,453 172,479 9,173 0.0012
2022-10-27 2022-03-31 13F/A-1 ROCKET COS COM CL A 77311W101 1,073,974 -165,413 -13.35 11,942 -31.18 0.0016
2022-05-13 2022-03-31 13F ROCKET COS COM CL A 77311W101 1,073,974 -165,413 11,942 0.0016
2022-02-14 2021-12-31 13F ROCKET COS COM CL A 77311W101 1,239,387 493,117 66.08 17,352 44.96 0.0021
2021-11-15 2021-09-30 13F ROCKET COS COM CL A 77311W101 746,270 -52,608 -6.59 11,970 -22.56 0.0016
2021-08-23 2021-06-30 13F/A-1 ROCKET COS COM CL A 77311W101 798,878 -2,842,960 -78.06 15,457 -81.62 0.0020
2021-08-16 2021-06-30 13F ROCKET COS COM CL A 77311W101 798,878 -2,842,960 15,457 0.0004
2021-05-17 2021-03-31 13F ROCKET COS COM CL A 77311W101 3,641,838 2,271,557 165.77 84,090 203.50 0.0124
2021-02-16 2020-12-31 13F ROCKET COS COM CL A 77311W101 1,370,281 -332,431 -19.52 27,707 -18.35 0.0043
2020-11-13 2020-09-30 13F ROCKET COS COM CL A 77311W101 1,702,712 1,702,712 33,935 0.0066
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.