Rocket Lab USA Inc. (RKLB) Ownership

28.74 ↑3.78 (15.14%)

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 37.8 million shares. Combined, the top 39 institutional holders of RKLB own 49.96% of the company with a total of 248.8 million shares.

In the latest ownership report on September 30th 2024, the top 39 institutional holders decreased their combined ownership of RKLB by 5.6 million shares. 9 institutions bought 14,571,791 total additional shares and increased their ownership by an average of 1,499.13%. However 8 institutions sold 20,127,074 total shares and decreased their ownership by an average of 17.24%.

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 -5,555,283 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	7.566%	-27.300%	37,823,617	-14,203,656	2024-09-30
Vanguard Group Inc	7.107%	13.721%	35,527,484	4,286,662	2024-09-30
State Street Corp	3.301%	-2.939%	16,501,225	-499,675	2024-09-30
Geode Capital Management, LLC	1.651%	12.213%	8,253,035	898,223	2024-09-30
DCVC Opportunity Fund II GP, LLC	1.441%	0.000%	7,203,035	0	2024-09-30
ARK Investment Management LLC	1.120%	-11.073%	5,599,814	-697,259	2024-09-30
D. E. Shaw & Co LP	0.992%	13,221.900%	4,960,285	4,923,051	2024-09-30
Bank of America Corp	0.757%	26.900%	3,783,796	802,091	2024-09-30
Dimensional Fund Advisors, Inc.	0.718%	-2.384%	3,590,736	-87,680	2024-09-30
Citadel Advisors Llc	0.630%	33.122%	3,151,075	784,018	2024-09-30
Goldman Sachs Group Inc	0.591%	134.966%	2,956,636	1,698,311	2024-09-30
Northern Trust Corp	0.589%	23.846%	2,946,278	567,295	2024-09-30
American Century Companies Inc	0.588%	2.798%	2,936,906	79,933	2024-09-30
Data Collective IV GP, LLC	0.586%	0.000%	2,929,350	0	2024-09-30
Charles Schwab Investment Management Inc	0.576%	22.684%	2,878,357	532,207	2024-09-30
UBS Group AG	0.566%	-3.277%	2,829,823	-95,881	2024-09-30
Morgan Stanley - Brokerage Accounts	0.507%	-59.352%	2,536,501	-3,703,583	2024-09-30
Royal Bank of Canada	0.445%	-11.157%	2,223,413	-279,215	2024-09-30
Barclays PLC	0.437%	-20.409%	2,184,394	-560,125	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
VK Services LLC	7.566%	-27.300%	37,823,617	-14,203,656	2024-09-30
Vanguard Group Inc	7.107%	13.721%	35,527,484	4,286,662	2024-09-30
BlackRock Inc	5.438%	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	3.301%	-2.939%	16,501,225	-499,675	2024-09-30
Vector Capital Management, L.P.	1.926%	0.000%	9,622,769	0	2024-06-30
Geode Capital Management, LLC	1.651%	12.213%	8,253,035	898,223	2024-09-30
StepStone Group LLC	1.642%	0.000%	8,206,916	0	2024-06-30
DCVC Opportunity Fund II GP, LLC	1.441%	0.000%	7,203,035	0	2024-09-30
ARK Investment Management LLC	1.120%	-11.073%	5,599,814	-697,259	2024-09-30
D. E. Shaw & Co LP	0.992%	13,221.900%	4,960,285	4,923,051	2024-09-30
Bank of America Corp	0.757%	26.900%	3,783,796	802,091	2024-09-30
Lockheed Martin Corp	0.761%	0.000%	3,639,111	0	2022-12-31
Dimensional Fund Advisors, Inc.	0.718%	-2.384%	3,590,736	-87,680	2024-09-30
Citadel Advisors Llc	0.630%	33.122%	3,151,075	784,018	2024-09-30
Millennium Management LLC	0.649%	50.646%	3,084,161	1,036,865	2022-09-30
Goldman Sachs Group Inc	0.591%	134.966%	2,956,636	1,698,311	2024-09-30
Northern Trust Corp	0.589%	23.846%	2,946,278	567,295	2024-09-30
American Century Companies Inc	0.588%	2.798%	2,936,906	79,933	2024-09-30
Data Collective IV GP, LLC	0.586%	0.000%	2,929,350	0	2024-09-30
Charles Schwab Investment Management Inc	0.576%	22.684%	2,878,357	532,207	2024-09-30
UBS Group AG	0.566%	-3.277%	2,829,823	-95,881	2024-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	0.569%	-67.816%	2,765,184	-5,826,715	2023-09-30
Morgan Stanley - Brokerage Accounts	0.507%	-59.352%	2,536,501	-3,703,583	2024-09-30
Royal Bank of Canada	0.445%	-11.157%	2,223,413	-279,215	2024-09-30
Barclays PLC	0.437%	-20.409%	2,184,394	-560,125	2024-09-30
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 11.7 million shares. Combined, the top 33 mutual fund holders of RKLB own 22.06% of the company with a total of 109.5 million shares.

In the latest ownership report on November 30th 2024, the top 33 fund holders increased their combined ownership of RKLB by 85 thousand shares. 5 funds bought 193,433 total additional shares and increased their ownership by an average of 1.11%. However 2 funds sold 108,811 total shares and decreased their ownership by an average of 1.66%.

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 84,622 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.350%	-0.630%	11,745,262	-74,511	2024-11-30
iShares Russell 2000 ETF	1.954%	0.000%	9,768,108	0	2024-11-30
Vanguard Small Cap Index	1.879%	0.588%	9,393,342	54,941	2024-11-30
SPDR® S&P Aerospace & Defense ETF	1.624%	0.000%	8,116,495	0	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.040%	0.944%	5,201,102	48,634	2024-11-30
Vanguard Small Cap Growth Index Inv	1.035%	0.735%	5,172,416	37,742	2024-11-30
iShares US Aerospace & Defense ETF	0.837%	0.000%	4,182,128	0	2024-11-30
iShares Russell 2000 Growth ETF	0.629%	0.000%	3,143,419	0	2024-11-30
ARK Autonomous Technology&Robotics ETF	0.529%	0.000%	2,644,198	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.425%	0.000%	2,125,426	0	2024-11-30
Schwab US Small-Cap ETF™	0.338%	0.113%	1,687,319	1,904	2024-11-30
Vanguard Russell 2000 ETF	0.327%	3.166%	1,636,111	50,212	2024-11-30
Invesco Aerospace & Defense ETF	0.298%	0.000%	1,489,669	0	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.248%	-2.696%	1,238,116	-34,300	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.350%	-0.630%	11,745,262	-74,511	2024-11-30
iShares Russell 2000 ETF	1.954%	0.000%	9,768,108	0	2024-11-30
Vanguard Small Cap Index	1.879%	0.588%	9,393,342	54,941	2024-11-30
SPDR® S&P Aerospace & Defense ETF	1.624%	0.000%	8,116,495	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.668%	-0.116%	8,062,535	-9,397	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.040%	0.944%	5,201,102	48,634	2024-11-30
Vanguard Small Cap Growth Index Inv	1.035%	0.735%	5,172,416	37,742	2024-11-30
iShares US Aerospace & Defense ETF	0.837%	0.000%	4,182,128	0	2024-11-30
ARK Industrial Innovation	0.823%	-12.462%	4,111,546	-585,337	2024-09-30
Fidelity Small Cap Index	0.708%	-0.716%	3,539,579	-25,522	2024-09-30
iShares Russell 2000 Growth ETF	0.629%	0.000%	3,143,419	0	2024-11-30
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
ARK Autonomous Technology&Robotics ETF	0.529%	0.000%	2,644,198	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.425%	0.000%	2,125,426	0	2024-11-30
American Century Focused Dynamic Gr I	0.418%	14.450%	2,090,169	263,889	2024-09-30
American Century US Foc Dyn Growth	0.418%	14.450%	2,090,169	263,889	2024-09-30
Fidelity Extended Market Index	0.387%	-4.445%	1,932,239	-89,888	2024-10-31
Schwab US Small-Cap ETF™	0.338%	0.113%	1,687,319	1,904	2024-11-30
Vanguard Russell 2000 ETF	0.327%	3.166%	1,636,111	50,212	2024-11-30
Nikko Global Space Equity Mother Fund	0.302%	0.424%	1,497,624	6,324	2023-12-07
Invesco Aerospace & Defense ETF	0.298%	0.000%	1,489,669	0	2024-11-30
Fidelity® Extended Market Index	0.295%	0.000%	1,434,174	0	2023-11-30
Meridian Growth Legacy	0.273%	3.410%	1,321,543	43,576	2023-06-30
State St Russell Sm Cap® Indx SL Cl I	0.248%	-2.696%	1,238,116	-34,300	2024-11-30
BGF World Technology A2	0.247%	0.000%	1,198,507	0	2023-08-31
ARK Space Exploration & Innovation ETF	0.228%	-3.782%	1,140,401	-44,827	2024-11-29
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