Capital World Investors (RKT) discloses 69.4M Rocket Companies shares in 13G filing
Rhea-AI Filing Summary
Capital World Investors filed as a significant shareholder of Rocket Companies, Inc. common stock. The firm reports beneficial ownership of 69,428,716 shares, representing 7.1% of the 980,550,267 Rocket Companies shares believed to be outstanding. Capital World Investors has sole voting and sole dispositive power over all of these shares, with no shared voting or dispositive authority disclosed.
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Key Figures
Beneficially owned shares: 69,428,716 shares
Percent of class: 7.1%
Shares outstanding baseline: 980,550,267 shares
+4 more
7 metrics
Beneficially owned shares
69,428,716 shares
Shares of Rocket Companies common stock beneficially owned by Capital World Investors
Percent of class
7.1%
Percentage of Rocket Companies common stock reported as beneficially owned
Shares outstanding baseline
980,550,267 shares
Rocket Companies shares believed to be outstanding used to compute ownership percentage
Sole voting power
69,428,716 shares
Shares over which Capital World Investors has sole power to vote or direct the vote
Sole dispositive power
69,428,716 shares
Shares over which Capital World Investors has sole power to dispose or direct disposition
Shared voting power
0 shares
Shares over which Capital World Investors has shared power to vote
Shared dispositive power
0 shares
Shares over which Capital World Investors has shared power to dispose
Key Terms
beneficial owner, sole voting power, sole dispositive power, Schedule 13G, +1 more
5 terms
beneficial owner financial
"CWI is deemed to be the beneficial owner of 69,428,716 shares or 7.1%"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole power to vote or to direct the vote: 69,428,716"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 69,428,716"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Capital World Investors filed a Schedule 13G as a significant shareholder"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"Percent of class: 7.1 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Rocket Companies (RKT) does Capital World Investors hold?
Capital World Investors reports beneficial ownership of 7.1% of Rocket Companies’ common stock. This is based on 980,550,267 shares of Rocket Companies believed to be outstanding at the time of the filing.
Who is the reporting person in this Rocket Companies (RKT) Schedule 13G?
The reporting person is Capital World Investors, a division of Capital Research and Management Company and certain affiliated investment management entities. The filing aggregates shares managed under the Capital World Investors name.
What kind of control does Capital World Investors report over its Rocket Companies (RKT) stake?
Capital World Investors reports sole voting power and sole dispositive power over 69,428,716 shares. It reports no shared voting power and no shared dispositive power for its Rocket Companies position.