Rocket Lab USARKLB

13F holders, Q1 2024 (March 31)
239holders
6famous investors
$4.11avg. 13F price*

At the end of Q1 2024, 239 institutions reported holding Rocket Lab USA Inc. (RKLB) in their 13F filings. The largest holders were VK Services, LLC ($262.0M), Deer Management Co. LLC ($167.4M) and Vanguard Group Inc. ($119.2M). 6 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Rocket Lab USA Inc.
CUSIP
773122106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 239Q1 2024Q2 2024: 240Q2 2024Q3 2024: 285Q3 2024Q4 2024: 396Q4 2024Q1 2025: 412Q1 2025Q2 2025: 15Q2 2025Q3 2025: 10Q3 2025Q4 2025: 8Q4 2025Q1 2026: 8Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions41$15.6M
Exits25$6.2M

Ownership 239 holders

VK Services, LLC 47.73% Reduce -14.7% 63,753,119 $262.0M
Deer Management Co. LLC 30.35% No change 40,738,544 $167.4M
Vanguard Group Inc. 0.00% Add +9.2% 29,000,578 $119.2M
State Street Corp. 0.00% Add +33.7% 25,005,219 $102.8M
BlackRock Inc. 0.00% Reduce -3.1% 23,912,574 $98.3M
Vector Capital Management, L.P. 34.49% No change 9,622,769 $39.5M
StepStone Group LP 7.15% No change 8,206,916 $33.7M
DCVC Opportunity Fund II GP, LLC 41.44% No change 7,203,035 $29.6M
Geode Capital Management, LLC 0.00% Add +3.2% 6,334,275 $26.0M
ARK Investment Management 0.17% Add +33.8% 5,905,295 $24.3M
Citadel Advisors 0.02% Reduce -1.5% 4,809,394 $19.8M
Dimensional Fund Advisors LP 0.00% Add +26.7% 3,911,009 $16.1M
Morgan Stanley 0.00% Add +30.2% 3,225,716 $13.3M
Data Collective IV GP, LLC 10.44% No change 2,929,350 $12.0M
Bank of America Corp. 0.00% Add +30.1% 2,586,127 $10.6M
American Century Companies Inc. 0.01% Reduce -22.5% 2,572,613 $10.6M
Northern Trust Corp. 0.00% Reduce -2.4% 2,421,264 $10.0M
Charles Schwab Investment Management Inc. 0.00% Add +2.5% 2,132,771 $8.8M
Intrinsic Edge Capital Management LLC 0.67% New 1,925,392 $7.9M
Susquehanna International Group, LLP 0.01% Add +63.6% 1,882,551 $7.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +15.7% 1,691,090 $7.0M
Amova Asset Management Americas, Inc. 0.07% Add +15.7% 1,691,090 $6.9M
Bank of New York Mellon Corp 0.00% Reduce -2.6% 1,417,051 $5.8M
Millennium Management 0.00% Add +500.1% 1,292,720 $5.3M
Tocqueville Asset Management L.P. 0.09% Add +217.1% 1,284,060 $5.3M
Jane Street Group, LLC 0.01% Add +110.2% 1,227,997 $5.0M
La Financiere DE L'echiquier 0.19% Add +15.3% 1,052,547 $4.3M
Harvard Management Co. Inc. 0.26% No change 1,000,000 $4.1M
Voya Investment Management LLC 0.00% Reduce -2.0% 949,175 $3.9M
D. E. Shaw & Co. 0.00% Add +4226.1% 787,124 $3.2M
Nuveen Asset Management, LLC 0.00% No change 749,452 $3.1M
Group One Trading LLC 0.10% Reduce -37.0% 715,511 $2.9M
Point72 Asset Management 0.01% Add +531.9% 686,255 $2.8M
UBS Group AG 0.00% Add +214.7% 683,940 $2.8M
First Trust Advisors LP 0.00% Add +90.2% 667,750 $2.7M
JPMorgan Chase & Co. 0.00% Reduce -12.8% 634,868 $2.6M
Balyasny Asset Management L.P. 0.01% Add +35.3% 587,537 $2.4M
Citigroup Inc. 0.00% Add +45.6% 576,640 $2.4M
Swiss National Bank 0.00% No change 526,100 $2.2M
Goldman Sachs Group Inc. 0.00% Add +15.9% 435,174 $1.8M
Wells Fargo & Company 0.00% Add +49.7% 430,204 $1.8M
State of Tennessee, Department of Treasury 0.01% New 401,107 $1.6M
IMC-Chicago, LLC 0.06% Add +4.0% 398,834 $1.6M
Rhumbline Advisers 0.00% Add +2.4% 386,707 $1.6M
Penserra Capital Management LLC 0.02% Add +2.7% 383,316 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +153.9% 380,965 $1.6M
Barclays PLC 0.00% Reduce -25.3% 376,161 $1.5M
Legal & General Group Plc 0.00% Add +10.2% 340,072 $1.4M
Once Capital Management, LLC 0.78% Add +9.5% 322,500 $1.3M
Neuberger Berman Group LLC 0.00% Add +102.5% 316,820 $1.3M
Baird Financial Group, Inc. 0.00% New 314,641 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 298,870 $1.2M
Alliancebernstein L.P. 0.00% No change 295,010 $1.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.3% 294,054 $1.2M
California State Teachers Retirement System 0.00% Reduce -4.9% 268,825 $1.1M
Blair William & Co. 0.00% Reduce -25.4% 258,773 $1.1M
Vident Advisory, LLC 0.02% Add +72.3% 256,575 $1.1M
Credit Suisse AG/ 0.00% Add +4.6% 256,268 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +423.8% 218,709 $899K
Invesco Ltd. 0.00% Add +16.2% 208,832 $858K
Bessemer Group Inc. 0.00% No change 202,814 $834K
AWM Investment Company, Inc. 0.11% No change 202,000 $830K
Nomura Asset Management Co. Ltd. 0.00% Reduce -27.4% 185,887 $764K
Waverly Advisors, LLC 0.02% Add +0.1% 172,405 $709K
Susquehanna Fundamental Investments, LLC 0.03% New 171,392 $704K
Manufacturers Life Insurance Company, The 0.00% Add +5.6% 169,341 $696K
Deutsche Bank AG 0.00% Add +6.5% 140,977 $579K
American International Group, Inc. 0.00% Add +0.7% 139,560 $574K
Linden Advisors LP 0.49% New 139,194 $572K
Daiwa Securities Group Inc. 0.00% Reduce -3.5% 139,276 $572K
MetLife Investment Management, LLC 0.00% Reduce -6.7% 138,146 $568K
GTS Securities LLC 0.01% Reduce -55.7% 127,458 $524K
Mariner, LLC 0.00% Add +18.1% 123,842 $509K
HighTower Advisors, LLC 0.00% Add +7.5% 123,779 $507K
Avitas Wealth Management LLC 0.08% Add +0.4% 121,775 $500K
Wolverine Trading, LLC 0.01% Add +207.8% 121,076 $498K
Janus Henderson Group PLC 0.00% Add +0.1% 120,864 $495K
Virtu Financial LLC 0.03% Reduce -32.9% 103,370 $425K
DNB Asset Management AS 0.00% Reduce -31.5% 97,359 $399K
Van Eck Associates Corp. 0.00% Add +1.2% 96,890 $398K
Occudo Quantitative Strategies LP 0.07% New 94,983 $390K
New York State Common Retirement Fund 0.00% Reduce -18.0% 94,143 $387K
LPL Financial LLC 0.00% Reduce -11.9% 92,942 $382K
Verition Fund Management LLC 0.00% New 91,816 $377K
Integrated Wealth Concepts LLC 0.01% New 89,768 $369K
Schroder Investment Management Group 0.00% Add +60.6% 87,332 $359K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.9% 85,391 $351K
Chicago Partners Investment Group LLC 0.01% Add +3.5% 94,151 $346K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -30.2% 88,202 $343K
Scientech Research LLC 0.17% Add +68.5% 77,540 $319K
Commonwealth Equity Services, LLC 0.00% Reduce -16.2% 76,748 $315K
Natixis 0.00% Reduce -0.8% 75,479 $310K
Brighton Jones LLC 0.01% Reduce -0.0% 73,841 $303K
Arizona State Retirement System 0.00% Reduce -1.2% 73,443 $302K
Handelsbanken Fonder AB 0.00% Add +48.1% 71,700 $295K
Rafferty Asset Management, LLC 0.00% Reduce -24.7% 67,097 $276K
Wellington Shields & Co., LLC 0.09% Reduce -2.9% 66,639 $274K
Hennion & Walsh Asset Management, Inc. 0.01% Add +196.6% 65,014 $267K
Woodley Farra Manion Portfolio Management Inc. 0.01% No change 64,350 $264K
Kestra Advisory Services, LLC 0.00% Reduce -36.8% 63,993 $263K
Comerica Bank 0.00% Reduce -0.1% 63,641 $262K
Guggenheim Capital LLC 0.00% Reduce -3.7% 62,773 $258K
Atria Wealth Solutions, Inc. 0.00% Add +21.7% 61,338 $252K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -69.2% 60,350 $248K
Ancora Advisors LLC 0.01% Add +20.0% 60,000 $247K
Bank of Montreal 0.00% Add +150.6% 57,555 $238K
Jasper Ridge Partners, L.P. 0.01% No change 56,939 $234K
Intellectus Partners, LLC 0.06% Reduce -6.9% 55,603 $229K
Stifel Financial Corp. 0.00% Add +246.9% 54,619 $224K
J.W. Cole Advisors, Inc. 0.01% No change 54,275 $223K
Fulton Bank, N.A. 0.01% No change 53,625 $220K
Aries Wealth Management 0.07% No change 53,424 $220K
ProShare Advisors LLC 0.00% Add +10.2% 50,879 $209K
Cantor Fitzgerald, L. P. 0.05% New 50,000 $207K
Simplex Trading, LLC 0.01% Reduce -87.5% 49,943 $205K
Gilbert & Cook, Inc. 0.03% Add +1.2% 48,458 $199K
Janney Montgomery Scott LLC 0.00% New 46,650 $192K
Focus Partners Wealth 0.00% New 48,000 $185K
Osaic Holdings, Inc. 0.00% Add +37.6% 43,215 $178K
Lazard Asset Management LLC 0.00% New 42,617 $175K
Scotia Capital Inc. 0.00% Add +0.0% 40,391 $166K
Principal Financial Group Inc. 0.00% Add +18.1% 38,074 $156K
Victory Capital Management Inc. 0.00% Reduce -4.0% 38,056 $156K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -33.2% 38,054 $156K
180 Wealth Advisors, LLC 0.03% Add +35.3% 37,373 $154K
Creative Planning 0.00% Add +9.1% 36,779 $151K
Vontobel Holding Ltd. 0.00% Add +21.6% 35,659 $147K
Man Group plc 0.00% Add +206.3% 35,432 $146K
Sanders Morris Harris LLC 0.03% New 35,300 $145K
Pictet Asset Management Holding SA 0.00% No change 33,854 $139K
Two Sigma Securities, LLC 0.01% Add +220.1% 33,132 $136K
MorganRosel Wealth Management, LLC 0.05% No change 33,008 $136K
HSBC Holdings PLC 0.00% New 31,418 $129K
Walleye Trading LLC 0.00% Add +82.5% 29,898 $123K
Ethic Inc. 0.00% Add +62.0% 29,880 $123K
Milestone Asset Management, LLC 0.04% New 29,852 $123K
Verus Capital Partners, LLC 0.01% New 29,635 $122K
Private Advisor Group, LLC 0.00% New 28,426 $117K
Tudor Investment Corporation 0.00% New 28,228 $116K
Straight Path Wealth Management 0.07% No change 28,220 $116K
Ameritas Investment Partners, Inc. 0.00% No change 27,711 $114K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 27,544 $113K
National Philanthropic Trust 0.00% No change 26,699 $110K
Public Employees Retirement Association of Colorado 0.00% No change 26,583 $109K
Raymond James & Associates 0.00% Add +4.8% 22,870 $94K
Northwestern Mutual Wealth Management Co. 0.00% Add +187.1% 22,002 $90K
Walleye Capital LLC 0.00% New 21,623 $89K
SG Americas Securities, LLC 0.00% Reduce -6.0% 21,102 $87K
State of Wisconsin Investment Board 0.00% Reduce -16.3% 21,101 $87K
Wealthfront Advisers LLC 0.00% Add +76.9% 21,047 $87K
Prudential Financial Inc. 0.00% No change 20,930 $86K
Bayesian Capital Management, LP 0.01% Add +38.7% 20,800 $85K
Hall Kathryn A. 0.02% New 20,055 $82K
State Board of Administration of Florida Retirement System 0.00% Reduce -74.7% 20,180 $82K
Quantbot Technologies LP 0.00% New 18,744 $77K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.4% 18,694 $77K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 18,650 $77K
Xponance LLC 0.00% Add +1.8% 17,188 $71K
Graham Capital Management, L.P. 0.00% New 16,674 $69K
Royal Bank of Canada 0.00% Reduce -86.1% 15,482 $64K
Phoenix Financial Ltd. 0.00% New 15,533 $64K
Metropolitan Life Insurance Co 0.00% Reduce -7.7% 14,922 $61K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.5% 14,746 $61K
Versor Investments LP 0.01% New 14,300 $59K
Envestnet Asset Management Inc. 0.00% Reduce -1.2% 13,973 $57K
Mackenzie Financial Corp. 0.00% No change 13,863 $57K
Cetera Investment Advisers 0.00% New 13,860 $57K
Cresset Asset Management, LLC 0.00% New 13,415 $55K
Advisory Services Network, LLC 0.00% Reduce -16.5% 12,958 $53K
Owen LaRue, LLC 0.03% Add +17.8% 12,349 $51K
Regal Investment Advisors LLC 0.00% Add +2.5% 11,177 $46K
Brown Advisory Inc. 0.00% No change 11,014 $45K
PFG Investments, LLC 0.00% Add +6.3% 10,950 $45K
Advisors Asset Management, Inc. 0.00% Add +59.4% 10,816 $44K
US Bancorp \de 0.00% Add +27.9% 10,749 $44K
Oppenheimer & Co. Inc. 0.00% No change 10,261 $42K
National Bank of Canada 0.00% Add +7769.2% 10,230 $42K
Main Street Financial Solutions, LLC 0.00% New 10,100 $42K
Capital Investment Counsel, Inc 0.01% No change 10,000 $41K
Spire Wealth Management 0.00% Add +257.1% 10,000 $41K
NorthCoast Asset Management LLC 0.00% New 10,000 $41K
Commerce Bank 0.00% No change 10,000 $41K
Cutler Group LLC / CA 0.02% Reduce -62.9% 10,142 $41K
Amalgamated Bank 0.00% Reduce -76.0% 9,500 $39K
FMR LLC 0.00% Reduce -94.1% 8,751 $36K
Wellington Shields Capital Management, LLC 0.01% No change 8,400 $35K
Accordant Advisory Group Inc 0.02% — 5,800 $24K
IFP Advisors, Inc 0.00% Add +52.6% 5,800 $24K
Cwm, LLC 0.00% Add +5780.2% 5,351 $22K
Signaturefd, LLC 0.00% Add +217.9% 5,013 $21K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 4,656 $19K
Federation des caisses Desjardins du Quebec 0.00% Add +300.0% 4,000 $16K
Jones Financial Companies LLLP 0.00% New 3,459 $14K
Nisa Investment Advisors, LLC 0.00% Add +6.9% 3,267 $13K
Parallel Advisors, LLC 0.00% Add +19.9% 2,672 $11K
Elequin Capital, LP 0.01% New 2,498 $10K
Gould Capital, LLC 0.01% No change 2,330 $10K
Tsfg, LLC 0.00% No change 2,175 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,100 $9K
Blue Trust, Inc. 0.00% New 2,067 $8K
Principal Securities, Inc. 0.00% Add +100.0% 2,000 $8K
Eukles Asset Management 0.00% No change 1,000 $4K
Sculptor Capital LP 0.00% New 1,000 $4K
PNC Financial Services Group, Inc. 0.00% Add +8260.0% 836 $3K
Steward Partners Investment Advisory, LLC 0.00% Add +175.0% 825 $3K
Your Advocates Ltd., LLP 0.00% Add +6.5% 820 $3K
Headlands Technologies LLC 0.00% Reduce -98.7% 697 $3K
CIBC Private Wealth Group LLC 0.00% New 650 $3K
AllSquare Wealth Management LLC 0.00% Add +228.6% 575 $2K
Sunbelt Securities, Inc. 0.00% New 565 $2K
Retirement Group, LLC 0.00% No change 500 $2K
GPS Wealth Strategies Group, LLC 0.00% New 470 $2K
Harbour Investments, Inc. 0.00% No change 460 $2K
Janiczek Wealth Management, LLC 0.00% No change 355 $1K
Clearstead Advisors, LLC 0.00% No change 300 $1K
Planning Capital Management Corp 0.00% No change 285 $1K
Allworth Financial LP 0.00% Add +9.7% 250 $1K
First Command Advisory Services, Inc. 0.00% New 250 $1K
Hantz Financial Services, Inc. 0.00% Reduce -22.0% 156 $1K
DecisionPoint Financial, LLC 0.00% No change 247 $932
Carolinas Wealth Consulting LLC 0.00% No change 205 $841
Geneos Wealth Management Inc. 0.00% No change 200 $822
Huntington National Bank 0.00% Add +19600.0% 197 $810
GAMMA Investing LLC 0.00% Reduce -50.4% 139 $571
Truvestments Capital LLC 0.00% No change 100 $411
ICA Group Wealth Management, LLC 0.00% No change 100 $411
Compagnie Lombard Odier SCmA 0.00% No change 100 $411
Hollencrest Capital Management 0.00% No change 90 $370
Atticus Wealth Management, LLC 0.00% No change 89 $366
Russell Investments Group, Ltd. 0.00% Reduce -86.1% 73 $300
Lindbrook Capital, LLC 0.00% Reduce -71.1% 65 $267
Avior Wealth Management, LLC 0.00% New 57 $234
Bradley & Co. Private Wealth Management, LLC 0.00% No change 45 $185
Tradewinds Capital Management, LLC 0.00% No change 40 $165
Rothschild Investment LLC 0.00% New 30 $123
Global Retirement Partners, LLC 0.00% Reduce -88.5% 26 $107
Farther Finance Advisors, LLC 0.00% Reduce -60.0% 4 $16
Covestor Ltd 0.00% Reduce -8.3% 22 $0
Ulland Investment Advisors, LLC 0.00% New 50 $0

"% of holder's portfolio" is RKLB's weight in each manager's 13F, not the share of Rocket Lab USA Inc. the manager owns.