Rocket Lab USARKLB

13F holders, Q2 2024 (June 30)
240holders +1
32new positions
31sold out
4famous investors
$4.80avg. 13F price*

At the end of Q2 2024, 240 institutions reported holding Rocket Lab USA Inc. (RKLB) in their 13F filings, up 1 from Q1 2024. 32 opened new positions and 31 sold out. The largest holders were VK Services, LLC ($249.7M), Deer Management Co. LLC ($195.5M) and Vanguard Group Inc. ($150.0M). 4 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024

InstitutionsTotal Value
New Positions32$14.3M
Exits31$16.8M

All 13F filers, Q1 2024 → Q2 2024: 22,984,407 shares bought and 30,714,976 shares sold, net −7,730,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 240 holders

VK Services, LLC 60.96% Reduce -18.4% 52,027,273 $249.7M
Deer Management Co. LLC 40.23% No change 40,738,544 $195.5M
Vanguard Group Inc. 0.00% Add +7.7% 31,240,822 $150.0M
BlackRock Inc. 0.00% Add +13.7% 27,182,758 $130.5M
State Street Corp. 0.00% Reduce -32.0% 17,000,900 $81.6M
Vector Capital Management, L.P. 46.53% No change 9,622,769 $46.2M
StepStone Group LP 7.99% No change 8,206,916 $39.4M
Geode Capital Management, LLC 0.00% Add +16.1% 7,354,812 $35.3M
DCVC Opportunity Fund II GP, LLC 52.45% No change 7,203,035 $34.6M
ARK Investment Management 0.27% Add +6.6% 6,297,073 $30.2M
Dimensional Fund Advisors LP 0.00% Reduce -6.0% 3,678,416 $17.7M
Morgan Stanley 0.00% Reduce -3.3% 3,120,042 $15.0M
Bank of America Corp. 0.00% Add +15.3% 2,981,705 $14.3M
Data Collective IV GP, LLC 9.85% No change 2,929,350 $14.1M
UBS Group AG 0.00% Add +327.8% 2,925,704 $14.0M
American Century Companies Inc. 0.01% Add +11.1% 2,856,973 $13.7M
Barclays PLC 0.01% Add +629.6% 2,744,519 $13.2M
Royal Bank of Canada 0.00% Add +16064.8% 2,502,628 $12.0M
Northern Trust Corp. 0.00% Reduce -1.8% 2,378,983 $11.4M
Citadel Advisors 0.01% Reduce -50.8% 2,367,057 $11.4M
Charles Schwab Investment Management Inc. 0.00% Add +10.0% 2,346,150 $11.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +25.6% 2,123,591 $10.2M
Amova Asset Management Americas, Inc. 0.12% Add +25.6% 2,123,591 $10.2M
Tocqueville Asset Management L.P. 0.12% Add +21.4% 1,558,450 $7.5M
Jane Street Group, LLC 0.01% Add +15.7% 1,421,095 $6.8M
Mizuho Markets Americas LLC 0.19% New 1,399,150 $6.7M
Bank of New York Mellon Corp 0.00% Reduce -5.3% 1,341,833 $6.4M
Goldman Sachs Group Inc. 0.00% Add +189.2% 1,258,325 $6.0M
Millennium Management 0.00% Reduce -6.9% 1,203,233 $5.8M
La Financiere DE L'echiquier 0.24% Add +9.4% 1,151,190 $5.5M
Ieq Capital, LLC 0.07% New 1,139,363 $5.5M
Group One Trading LLC 0.17% Add +58.0% 1,130,589 $5.4M
Harvard Management Co. Inc. 0.29% No change 1,000,000 $4.8M
Voya Investment Management LLC 0.01% Add +0.5% 954,027 $4.6M
Nuveen Asset Management, LLC 0.00% Add +12.5% 842,833 $4.0M
Swiss National Bank 0.00% Add +18.9% 625,300 $3.0M
Susquehanna International Group, LLP 0.01% Reduce -67.1% 619,913 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +106.8% 618,143 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -13.5% 548,948 $2.6M
Rhumbline Advisers 0.00% Add +24.2% 480,154 $2.3M
Wells Fargo & Company 0.00% Add +10.5% 475,236 $2.3M
Citigroup Inc. 0.00% Reduce -18.3% 470,955 $2.3M
IMC-Chicago, LLC 0.07% Add +13.9% 454,311 $2.2M
Legal & General Group Plc 0.00% Add +17.8% 400,532 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +31.5% 386,730 $1.9M
Alliancebernstein L.P. 0.00% Add +24.6% 367,480 $1.8M
Neuberger Berman Group LLC 0.00% Add +3.1% 326,796 $1.6M
Penserra Capital Management LLC 0.02% Reduce -15.4% 324,411 $1.6M
Once Capital Management, LLC 0.77% No change 322,500 $1.5M
Baird Financial Group, Inc. 0.00% Add +0.1% 314,884 $1.5M
California State Teachers Retirement System 0.00% Add +16.2% 312,289 $1.5M
GTS Securities LLC 0.02% Add +90.8% 243,193 $1.2M
Vident Advisory, LLC 0.03% Reduce -5.6% 242,174 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +4.6% 228,719 $1.1M
Invesco Ltd. 0.00% Add +7.3% 224,046 $1.1M
Blair William & Co. 0.00% Reduce -16.9% 215,043 $1.0M
Balyasny Asset Management L.P. 0.00% Reduce -64.4% 209,206 $1.0M
Manufacturers Life Insurance Company, The 0.00% Add +21.2% 205,190 $985K
Bessemer Group Inc. 0.00% No change 202,814 $973K
MetLife Investment Management, LLC 0.01% Add +46.3% 202,078 $970K
AWM Investment Company, Inc. 0.13% No change 202,000 $970K
T. Rowe Price Associates Inc. 0.00% Reduce -49.9% 190,998 $917K
Corebridge Financial, Inc. 0.00% — 187,183 $898K
Nomura Asset Management Co. Ltd. 0.00% No change 185,887 $892K
Scientech Research LLC 0.18% Add +135.4% 182,520 $876K
Waverly Advisors, LLC 0.02% Reduce -0.1% 172,205 $827K
Graham Capital Management, L.P. 0.05% Add +860.5% 160,154 $769K
Daiwa Securities Group Inc. 0.00% Add +14.5% 159,476 $766K
Mariner, LLC 0.00% Add +26.7% 156,917 $753K
Rafferty Asset Management, LLC 0.00% Add +132.3% 155,861 $748K
Deutsche Bank AG 0.00% Add +8.2% 152,591 $732K
New York State Common Retirement Fund 0.00% Add +52.2% 143,288 $688K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 143,176 $687K
HighTower Advisors, LLC 0.00% Add +3.3% 127,886 $610K
Cetera Investment Advisers 0.00% Add +782.1% 122,260 $587K
Avitas Wealth Management LLC 0.09% Reduce -0.7% 120,972 $581K
Janus Henderson Group PLC 0.00% Reduce -1.3% 119,341 $572K
Focus Partners Wealth 0.00% Add +125.0% 108,000 $568K
DNB Asset Management AS 0.00% Add +17.7% 114,628 $550K
First Trust Advisors LP 0.00% Reduce -83.4% 110,548 $531K
Simplex Trading, LLC 0.02% Add +107.9% 103,848 $498K
Chicago Partners Investment Group LLC 0.02% No change 94,151 $495K
Van Eck Associates Corp. 0.00% Add +1.6% 98,458 $473K
Hennion & Walsh Asset Management, Inc. 0.02% Add +40.9% 91,619 $440K
Arizona State Retirement System 0.00% Add +21.2% 89,008 $427K
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.1% 88,900 $427K
Wolverine Trading, LLC 0.01% Reduce -27.0% 88,385 $424K
Stifel Financial Corp. 0.00% Add +45.7% 79,596 $382K
State Board of Administration of Florida Retirement System 0.00% Add +294.4% 79,590 $382K
Brighton Jones LLC 0.01% Add +0.8% 74,431 $357K
LPL Financial LLC 0.00% Reduce -21.1% 73,281 $352K
Handelsbanken Fonder AB 0.00% No change 71,700 $344K
Alpine Global Management, LLC 0.06% New 69,392 $333K
Integrated Wealth Concepts LLC 0.00% Reduce -22.7% 69,378 $333K
Wellington Shields & Co., LLC 0.11% Add +3.8% 69,142 $332K
Headlands Technologies LLC 0.03% Add +9674.6% 68,129 $327K
Natixis 0.00% Reduce -10.9% 67,218 $323K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -61.8% 65,434 $314K
Woodley Farra Manion Portfolio Management Inc. 0.02% No change 64,350 $309K
Comerica Bank 0.00% No change 63,641 $305K
Intellectus Partners, LLC 0.08% Add +14.4% 63,603 $305K
Guggenheim Capital LLC 0.00% Reduce -1.6% 61,793 $297K
Commonwealth Equity Services, LLC 0.00% Reduce -20.8% 60,776 $292K
Creative Planning 0.00% Add +63.3% 60,043 $288K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +54.2% 58,690 $282K
Jasper Ridge Partners, L.P. 0.01% No change 56,939 $273K
Janney Montgomery Scott LLC 0.00% Add +17.6% 54,865 $263K
Fulton Bank, N.A. 0.01% No change 53,625 $257K
Tower Research Capital LLC (TRC) 0.00% Add +262.5% 53,456 $257K
Aries Wealth Management 0.08% No change 53,424 $256K
Atria Wealth Solutions, Inc. 0.00% Reduce -17.8% 50,400 $242K
Walleye Capital LLC 0.00% Add +120.0% 47,581 $228K
Principal Financial Group Inc. 0.00% Add +23.4% 47,002 $226K
Bank of Montreal 0.00% Reduce -19.2% 46,509 $223K
180 Wealth Advisors, LLC 0.03% Add +7.5% 40,180 $214K
Schonfeld Strategic Advisors LLC 0.00% New 44,124 $212K
Wealthfront Advisers LLC 0.00% Add +109.5% 44,091 $212K
Gilbert & Cook, Inc. 0.03% Reduce -9.3% 43,937 $211K
Osaic Holdings, Inc. 0.00% Reduce -5.9% 40,670 $195K
Victory Capital Management Inc. 0.00% Add +2.2% 38,878 $187K
ProShare Advisors LLC 0.00% Reduce -25.4% 37,930 $182K
D. E. Shaw & Co. 0.00% Reduce -95.3% 37,234 $179K
Bayesian Capital Management, LP 0.02% Add +73.1% 36,000 $173K
Sanders Morris Harris LLC 0.03% No change 35,300 $169K
Vontobel Holding Ltd. 0.00% Reduce -3.5% 34,424 $165K
Ameritas Investment Partners, Inc. 0.01% Add +23.0% 34,087 $164K
Pictet Asset Management Holding SA 0.00% No change 33,854 $162K
Verus Capital Partners, LLC 0.02% Add +11.9% 33,160 $159K
MorganRosel Wealth Management, LLC 0.06% No change 33,008 $158K
Algert Global LLC 0.01% New 32,049 $154K
Occudo Quantitative Strategies LP 0.03% Reduce -66.4% 31,921 $153K
HSBC Holdings PLC 0.00% Add +1.8% 31,994 $152K
FMR LLC 0.00% Add +262.2% 31,694 $152K
Ancora Advisors LLC 0.00% Reduce -50.0% 30,000 $144K
DekaBank Deutsche Girozentrale 0.00% New 28,695 $140K
Legacy Capital Wealth Partners, LLC 0.04% New 29,047 $139K
Private Advisor Group, LLC 0.00% Add +0.6% 28,591 $137K
Lazard Asset Management LLC 0.00% Reduce -32.7% 28,695 $137K
Straight Path Wealth Management 0.07% Reduce -0.1% 28,200 $135K
Northwestern Mutual Wealth Management Co. 0.00% Add +24.2% 27,334 $131K
Prudential Financial Inc. 0.00% Add +29.0% 26,995 $130K
National Philanthropic Trust 0.00% No change 26,699 $128K
Public Employees Retirement Association of Colorado 0.00% No change 26,583 $128K
DRW Securities, LLC 0.01% New 26,097 $125K
Raymond James & Associates 0.00% Add +11.3% 25,454 $122K
nVerses Capital, LLC 0.07% New 25,300 $121K
State of Wisconsin Investment Board 0.00% Add +14.6% 24,191 $116K
Ethic Inc. 0.00% Reduce -19.3% 24,126 $116K
Kestra Advisory Services, LLC 0.00% Reduce -62.5% 23,993 $115K
Wealth Architects, LLC 0.01% New 23,697 $114K
Faithward Advisors, LLC 0.02% New 23,201 $111K
Cresset Asset Management, LLC 0.00% Add +68.6% 22,615 $109K
Xponance LLC 0.00% Add +29.1% 22,185 $106K
Envestnet Asset Management Inc. 0.00% Add +56.8% 21,905 $105K
Scotia Capital Inc. 0.00% Reduce -49.0% 20,591 $99K
Walleye Trading LLC 0.00% Reduce -32.1% 20,292 $97K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.01% New 19,819 $95K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +323.3% 19,708 $95K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.5% 19,354 $93K
Financial Management Network Inc. 0.02% New 19,055 $93K
National Bank of Canada 0.00% Add +97.8% 20,230 $92K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 18,650 $90K
Cerity Partners LLC 0.00% New 17,922 $86K
KBC Group NV 0.00% New 14,598 $70K
CIBC Asset Management Inc 0.00% New 13,971 $67K
Mackenzie Financial Corp. 0.00% No change 13,863 $67K
Advisory Services Network, LLC 0.00% Add +0.1% 12,978 $62K
Sanctuary Advisors, LLC 0.00% — 15,845 $60K
Amalgamated Bank 0.00% Add +26.7% 12,038 $58K
Two Sigma Securities, LLC 0.00% Reduce -64.2% 11,869 $57K
Advisors Asset Management, Inc. 0.00% Add +3.7% 11,218 $54K
Regal Investment Advisors LLC 0.00% No change 11,177 $54K
Brown Advisory Inc. 0.00% No change 11,014 $53K
PFG Investments, LLC 0.00% No change 10,950 $53K
Squarepoint Ops LLC 0.00% New 10,665 $51K
Oppenheimer & Co. Inc. 0.00% No change 10,261 $49K
Lakeridge Wealth Management LLC 0.03% New 10,000 $48K
Capital Investment Counsel, Inc 0.01% No change 10,000 $48K
Baxter Bros Inc. 0.01% New 10,000 $48K
Spire Wealth Management 0.00% No change 10,000 $48K
HBK Investments L P 0.00% New 10,000 $48K
NorthCoast Asset Management LLC 0.00% No change 10,000 $48K
Commerce Bank 0.00% No change 10,000 $48K
International Assets Investment Management, LLC 0.00% New 9,490 $46K
Wellington Shields Capital Management, LLC 0.01% No change 8,400 $40K
Accordant Advisory Group Inc 0.03% No change 5,800 $28K
IFP Advisors, Inc 0.00% No change 5,800 $28K
Federation des caisses Desjardins du Quebec 0.00% Add +25.0% 5,000 $24K
Signaturefd, LLC 0.00% Reduce -10.0% 4,513 $22K
Nisa Investment Advisors, LLC 0.00% Add +10.5% 3,610 $17K
Itau Unibanco Holding S.A. 0.00% New 3,520 $17K
Capital Advisors Inc. 0.00% New 10,000 $16K
Optiver Holding B.V. 0.00% New 3,034 $15K
Parallel Advisors, LLC 0.00% Reduce -9.1% 2,428 $12K
Gould Capital, LLC 0.01% No change 2,330 $11K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,100 $10K
Tsfg, LLC 0.00% No change 2,175 $10K
Principal Securities, Inc. 0.00% No change 2,000 $10K
Blue Trust, Inc. 0.00% No change 2,067 $8K
PNC Financial Services Group, Inc. 0.00% Add +61.7% 1,352 $6K
Hantz Financial Services, Inc. 0.00% Add +514.1% 958 $5K
Cwm, LLC 0.00% Reduce -82.2% 953 $5K
Steward Partners Investment Advisory, LLC 0.00% Add +24.2% 1,025 $5K
Eukles Asset Management 0.00% No change 1,000 $5K
Sculptor Capital LP 0.00% No change 1,000 $5K
Your Advocates Ltd., LLP 0.00% No change 820 $4K
CIBC Private Wealth Group LLC 0.00% No change 650 $3K
AllSquare Wealth Management LLC 0.00% No change 575 $3K
Sunbelt Securities, Inc. 0.00% No change 565 $3K
Allworth Financial LP 0.00% Add +96.8% 492 $3K
Lindbrook Capital, LLC 0.00% Add +713.9% 529 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 470 $2K
Harbour Investments, Inc. 0.00% No change 460 $2K
US Bancorp \de 0.00% Reduce -96.1% 421 $2K
Clearstead Advisors, LLC 0.00% No change 300 $1K
Planning Capital Management Corp 0.00% No change 285 $1K
DecisionPoint Financial, LLC 0.00% No change 247 $1K
Gen-Wealth Partners Inc 0.00% New 208 $998
Carolinas Wealth Consulting LLC 0.00% No change 205 $982
Redwood Wealth Management Group, LLC 0.00% New 200 $960
Geneos Wealth Management Inc. 0.00% No change 200 $960
Janiczek Wealth Management, LLC 0.00% Reduce -56.3% 155 $744
Farther Finance Advisors, LLC 0.00% Add +3975.0% 163 $740
Rothschild Investment LLC 0.00% Add +333.3% 130 $624
PFG Private Wealth Management, LLC 0.00% New 100 $480
ICA Group Wealth Management, LLC 0.00% No change 100 $480
Compagnie Lombard Odier SCmA 0.00% No change 100 $480
Hollencrest Capital Management 0.00% No change 90 $432
Atticus Wealth Management, LLC 0.00% No change 89 $428
Russell Investments Group, Ltd. 0.00% No change 73 $350
WR Wealth Planners, LLC 0.00% New 67 $322
Cullen/Frost Bankers, Inc. 0.00% New 59 $283
Bradley & Co. Private Wealth Management, LLC 0.00% No change 45 $216
Tradewinds Capital Management, LLC 0.00% No change 40 $192
Quadrant Capital Group LLC 0.00% New 39 $188
Arax Advisory Partners 0.00% New 33 $159
GAMMA Investing LLC 0.00% Reduce -95.0% 7 $34
Huntington National Bank 0.00% Reduce -99.5% 1 $5
FNY Investment Advisers, LLC 0.00% New 152 $0
Covestor Ltd 0.00% Add +63.6% 36 $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.