SCHEDULE: Boston Partners Discloses 1.35% Stake in Rocket Companies

Boston Partners, an investment adviser, has filed an amendment to its Schedule 13G, disclosing a 1.35% beneficial ownership in Rocket Companies, Inc. as of December 31, 2025.

Summary

• Boston Partners, a Delaware-based investment adviser, reported beneficial ownership of 13,042,722 shares of Rocket Companies, Inc. Common Stock.
• This ownership represents 1.35% of the class of securities.
• Boston Partners holds sole voting power over 12,325,649 shares and sole dispositive power over 13,042,722 shares.
• No shared voting or dispositive power was reported.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership by an institutional investor. It does not contain information that would significantly alter the sentiment towards the issuer, as it's a routine update of a non-controlling stake.

Positives

• The continued disclosure of a stake by an institutional investment adviser like Boston Partners can be seen as a vote of confidence in Rocket Companies, Inc.

Future Outlook

NA

Industry Context

This filing is a routine disclosure by an institutional investor regarding its passive ownership stake in a publicly traded company. It reflects an investment decision by Boston Partners within the financial services sector, specifically related to a major mortgage lender and financial technology provider, Rocket Companies, Inc.

Stakeholder Impact

• Shareholders: Provides transparency regarding institutional ownership, confirming Boston Partners' continued stake in the company.

Key Dates

Keywords

Rocket Companies, Boston Partners, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing