Rocket Lab USA Inc. (RKLB) Ownership

13.05 ↑1.24 (10.50%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

VK Services LLC is the biggest individual institutional holder of Rocket Lab USA Inc. (RKLB), owning a total of 52 million shares. Combined, the top 37 institutional holders of RKLB own 51.07% of the company with a total of 253 million shares.

In the latest ownership report on June 30th 2024, the top 37 institutional holders decreased their combined ownership of RKLB by 3.8 million shares. 14 institutions bought 16,420,401 total additional shares and increased their ownership by an average of 1,228.11%. However 5 institutions sold 20,216,387 total shares and decreased their ownership by an average of 12.27%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Rocket Lab USA decreased by a net total of -3,795,986 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
VK Services LLC	10.476%	-18.393%	52,027,273	-11,725,846	2024-06-30
Vanguard Group Inc	6.290%	7.725%	31,240,822	2,240,244	2024-06-30
BlackRock Inc	5.473%	13.676%	27,182,758	3,270,184	2024-06-30
State Street Corp	3.423%	-32.011%	17,000,900	-8,004,319	2024-06-30
Vector Capital Management, L.P.	1.938%	0.000%	9,622,769	0	2024-06-30
StepStone Group LLC	1.653%	0.000%	8,206,916	0	2024-06-30
Geode Capital Management, LLC	1.481%	16.111%	7,354,812	1,020,537	2024-06-30
DCVC Opportunity Fund II GP, LLC	1.450%	0.000%	7,203,035	0	2024-06-30
ARK Investment Management LLC	1.268%	6.634%	6,297,073	391,778	2024-06-30
Morgan Stanley - Brokerage Accounts	1.257%	-3.276%	6,240,084	-211,348	2024-06-30
Dimensional Fund Advisors, Inc.	0.741%	-5.947%	3,678,416	-232,593	2024-06-30
Bank of America Corp	0.600%	15.296%	2,981,705	395,578	2024-06-30
Data Collective IV GP, LLC	0.590%	0.000%	2,929,350	0	2024-06-30
UBS Group AG	0.589%	327.772%	2,925,704	2,241,764	2024-06-30
American Century Companies Inc	0.575%	11.053%	2,856,973	284,360	2024-06-30
Barclays PLC	0.553%	629.613%	2,744,519	2,368,358	2024-06-30
Royal Bank of Canada	0.504%	16,064.800%	2,502,628	2,487,146	2024-06-30
Northern Trust Corp	0.479%	-1.746%	2,378,983	-42,281	2024-06-30
Citadel Advisors Llc	0.477%	18.390%	2,367,057	367,681	2024-06-30
Charles Schwab Investment Management Inc	0.472%	10.005%	2,346,150	213,379	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	0.428%	25.575%	2,123,591	432,501	2024-06-30
Nikko Asset Management Americas Inc	0.428%	25.575%	2,123,591	432,501	2024-06-30
Tocqueville Asset Management L.P.	0.314%	21.369%	1,558,450	274,390	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
VK Services LLC	10.476%	-18.393%	52,027,273	-11,725,846	2024-06-30
Vanguard Group Inc	6.290%	7.725%	31,240,822	2,240,244	2024-06-30
BlackRock Inc	5.473%	13.676%	27,182,758	3,270,184	2024-06-30
State Street Corporation	5.035%	33.704%	25,005,219	6,303,340	2024-03-31
State Street Corp	3.423%	-32.011%	17,000,900	-8,004,319	2024-06-30
Vector Capital Management, L.P.	1.938%	0.000%	9,622,769	0	2024-06-30
StepStone Group LLC	1.653%	0.000%	8,206,916	0	2024-06-30
Geode Capital Management, LLC	1.481%	16.111%	7,354,812	1,020,537	2024-06-30
DCVC Opportunity Fund II GP, LLC	1.450%	0.000%	7,203,035	0	2024-06-30
ARK Investment Management LLC	1.268%	6.634%	6,297,073	391,778	2024-06-30
Morgan Stanley - Brokerage Accounts	1.257%	-3.276%	6,240,084	-211,348	2024-06-30
Dimensional Fund Advisors, Inc.	0.741%	-5.947%	3,678,416	-232,593	2024-06-30
Lockheed Martin Corp	0.761%	0.000%	3,639,111	0	2022-12-31
Millennium Management LLC	0.649%	50.646%	3,084,161	1,036,865	2022-09-30
Bank of America Corp	0.600%	15.296%	2,981,705	395,578	2024-06-30
Data Collective IV GP, LLC	0.590%	0.000%	2,929,350	0	2024-06-30
UBS Group AG	0.589%	327.772%	2,925,704	2,241,764	2024-06-30
American Century Companies Inc	0.575%	11.053%	2,856,973	284,360	2024-06-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	0.569%	-67.816%	2,765,184	-5,826,715	2023-09-30
Barclays PLC	0.553%	629.613%	2,744,519	2,368,358	2024-06-30
Royal Bank of Canada	0.504%	16,064.800%	2,502,628	2,487,146	2024-06-30
Northern Trust Corp	0.479%	-1.746%	2,378,983	-42,281	2024-06-30
Citadel Advisors Llc	0.477%	18.390%	2,367,057	367,681	2024-06-30
Charles Schwab Investment Management Inc	0.472%	10.005%	2,346,150	213,379	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	0.428%	25.575%	2,123,591	432,501	2024-06-30
Nikko Asset Management Americas Inc	0.428%	25.575%	2,123,591	432,501	2024-06-30
Intrinsic Edge Capital Management, LLC	0.388%	0.000%	1,925,392	1,925,392	2024-03-31
Susquehanna International Group, LLP	0.379%	63.604%	1,882,551	731,878	2024-03-31
Tocqueville Asset Management L.P.	0.314%	21.369%	1,558,450	274,390	2024-06-30
Bank of New York Mellon Corp	0.298%	2.801%	1,455,245	39,649	2023-12-31
Two Sigma Investments LLC	0.259%	15.346%	1,249,700	166,264	2023-03-31
Graham Capital Management	0.257%	-20.649%	1,230,210	-320,128	2022-12-31
T. Rowe Price Associates, Inc.	0.239%	0.000%	1,129,642	1,129,642	2022-06-30
ING Investment Management LLC	0.225%	-5.351%	1,093,897	-61,837	2023-09-30
Harvard Management Co Inc	0.207%	0.000%	1,000,000	0	2023-06-30
Citigroup Inc	0.187%	35.379%	885,420	231,389	2022-06-30
La Financière de l'Echiquier	0.164%	15.272%	785,000	104,000	2023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Rocket Lab USA Inc. (RKLB), owning a total of 10.5 million shares. Combined, the top 33 mutual fund holders of RKLB own 20.87% of the company with a total of 103.1 million shares.

In the latest ownership report on September 30th 2024, the top 33 fund holders increased their combined ownership of RKLB by 1.5 million shares. 4 funds bought 2,134,544 total additional shares and increased their ownership by an average of 9.42%. However 3 funds sold 605,661 total shares and decreased their ownership by an average of 4.54%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Rocket Lab USA increased by a net total of 1,528,883 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.820%	0.000%	9,039,805	0	2024-09-30
SPDR® S&P Aerospace & Defense ETF	1.558%	0.000%	7,739,594	0	2024-09-30
ARK Autonomous Technology&Robotics ETF	0.835%	0.000%	4,147,687	0	2024-09-30
ARK Industrial Innovation	0.828%	-12.462%	4,111,546	-585,337	2024-09-30
iShares US Aerospace & Defense ETF	0.827%	-0.121%	4,107,700	-4,979	2024-09-30
iShares Russell 2000 Growth ETF	0.625%	0.000%	3,102,647	0	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.429%	8.770%	2,131,926	171,900	2024-09-30
American Century Focused Dynamic Gr I	0.421%	14.450%	2,090,169	263,889	2024-09-30
American Century US Foc Dyn Growth	0.421%	14.450%	2,090,169	263,889	2024-09-30
ARK Space Exploration & Innovation ETF	0.295%	-1.037%	1,464,083	-15,345	2024-09-30
Invesco Aerospace & Defense ETF	0.289%	0.000%	1,434,866	1,434,866	2024-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.110%	0.301%	10,476,752	31,445	2024-08-31
iShares Russell 2000 ETF	1.820%	0.000%	9,039,805	0	2024-09-30
Vanguard Small Cap Index	1.635%	0.580%	8,118,720	46,777	2024-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.668%	-0.116%	8,062,535	-9,397	2023-03-31
SPDR® S&P Aerospace & Defense ETF	1.558%	0.000%	7,739,594	0	2024-09-30
ARK Autonomous Technology&Robotics ETF	0.835%	0.000%	4,147,687	0	2024-09-30
ARK Industrial Innovation	0.828%	-12.462%	4,111,546	-585,337	2024-09-30
iShares US Aerospace & Defense ETF	0.827%	-0.121%	4,107,700	-4,979	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.826%	0.132%	4,101,835	5,416	2024-08-31
Fidelity Small Cap Index	0.735%	24.770%	3,649,992	724,625	2024-07-31
iShares Russell 2000 Growth ETF	0.625%	0.000%	3,102,647	0	2024-09-30
Vanguard Extended Market Index Investor	0.630%	-0.020%	3,045,994	-600	2023-08-31
Vanguard Small Cap Value Index Inv	0.546%	-0.009%	2,713,595	-236	2024-08-31
Fidelity® Small Cap Index	0.554%	2.753%	2,690,838	72,095	2023-10-31
Vanguard Small Cap Growth Index Inv	0.453%	-0.441%	2,249,537	-9,960	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.429%	8.770%	2,131,926	171,900	2024-09-30
American Century Focused Dynamic Gr I	0.421%	14.450%	2,090,169	263,889	2024-09-30
American Century US Foc Dyn Growth	0.421%	14.450%	2,090,169	263,889	2024-09-30
Schwab US Small-Cap ETF™	0.335%	0.000%	1,663,677	0	2024-09-28
Fidelity Extended Market Index	0.324%	2.535%	1,610,117	39,808	2024-08-31
Nikko Global Space Equity Mother Fund	0.302%	0.424%	1,497,624	6,324	2023-12-07
ARK Space Exploration & Innovation ETF	0.295%	-1.037%	1,464,083	-15,345	2024-09-30
Invesco Aerospace & Defense ETF	0.289%	0.000%	1,434,866	1,434,866	2024-09-30
Fidelity® Extended Market Index	0.295%	0.000%	1,434,174	0	2023-11-30
Vanguard Russell 2000 ETF	0.284%	2.913%	1,412,043	39,967	2024-08-31
Meridian Growth Legacy	0.273%	3.410%	1,321,543	43,576	2023-06-30
State St Russell Sm Cap® Indx SL Cl I	0.256%	-4.910%	1,272,416	-65,700	2024-08-31
BGF World Technology A2	0.247%	0.000%	1,198,507	0	2023-08-31
Dimensional US Small Cap ETF	0.218%	0.000%	1,075,974	0	2024-04-30
Echiquier Space F	0.211%	4.732%	1,041,034	47,034	2024-05-31
BlackRock Technology Opportunities Instl	0.216%	0.000%	1,020,523	0	2022-10-31
Vanguard Explorer Inv	0.208%	-68.115%	1,011,659	-2,161,200	2023-09-30
Meridian Small Cap Growth Legacy	0.198%	5.145%	939,550	45,972	2022-12-31