Rocket Lab USA Ownership 2024 | Who Owns Rocket Lab USA Now?
Institutional Ownership
7.07%
Insider Ownership
10.70%
Retail Ownership
82.23%
Institutional Holders
106.00
Rocket Lab USA Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VK SERVICES, LLC | 10.62% | 60.96% | 52,027,273 | -11,725,846 | -18.39% | 249,730,910 | Jun 30, 2024 |
| DEER MANAGEMENT CO. LLC | 8.31% | 40.23% | 40,738,544 | - | - | 195,545,011 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.38% | 0.00% | 31,240,822 | 2,240,244 | 7.72% | 149,955,945 | Jun 30, 2024 |
| BLACKROCK INC. | 5.55% | 0.00% | 27,182,758 | 3,270,184 | 13.68% | 130,477,237 | Jun 30, 2024 |
| UBS GROUP AG | 4.59% | 0.03% | 22,509,998 | 5,194,615 | 30.00% | 108,047,990 | Jun 30, 2024 |
| STATE STREET CORP | 3.47% | 0.00% | 17,000,900 | -8,004,319 | -32.01% | 81,604,320,000 | Jun 30, 2024 |
| VECTOR CAPITAL MANAGEMENT, L.P. | 1.96% | 46.53% | 9,622,769 | - | - | 46,189,291 | Jun 30, 2024 |
| STEPSTONE GROUP LP | 1.67% | 7.99% | 8,206,916 | - | - | 39,393,197 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.50% | 0.00% | 7,354,812 | 1,020,537 | 16.11% | 35,309,047 | Jun 30, 2024 |
| DCVC OPPORTUNITY FUND II GP, LLC | 1.47% | 52.45% | 7,203,035 | - | - | 34,574,568 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 1.29% | 0.27% | 6,297,073 | 391,778 | 6.63% | 30,225,950 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.90% | 0.24% | 4,405,100 | 477,300 | 12.15% | 21,144,480 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.75% | 0.00% | 3,678,416 | -232,593 | -5.95% | 17,657,478 | Jun 30, 2024 |
| MORGAN STANLEY | 0.64% | 0.00% | 3,120,042 | -105,674 | -3.28% | 14,976,202 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.61% | 0.00% | 2,981,705 | 395,578 | 15.30% | 14,312,185 | Jun 30, 2024 |
| DATA COLLECTIVE IV GP, LLC | 0.60% | 9.85% | 2,929,350 | - | - | 14,060,880 | Jun 30, 2024 |
| UBS GROUP AG | 0.60% | 0.00% | 2,925,704 | 2,241,764 | 327.77% | 14,043,379 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.58% | 0.01% | 2,856,973 | 284,360 | 11.05% | 13,713,472 | Jun 30, 2024 |
| BARCLAYS PLC | 0.56% | 0.00% | 2,744,519 | 2,368,358 | 629.61% | 13,172,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.51% | 0.00% | 2,502,628 | 2,487,146 | 16064.76% | 12,012,000 | Jun 30, 2024 |
Rocket Lab USA's largest institutional shareholder is VK SERVICES, LLC, holding 10.62% of the company's total share outstanding, currently valued at $249.73M. The top 10 institutional shareholders own together 45.53% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VK SERVICES, LLC | 10.62% | 60.96% | 52,027,273 | -11,725,846 | -18.39% | 249,730,910 | Jun 30, 2024 |
| DCVC OPPORTUNITY FUND II GP, LLC | 1.47% | 52.45% | 7,203,035 | - | - | 34,574,568 | Jun 30, 2024 |
| VECTOR CAPITAL MANAGEMENT, L.P. | 1.96% | 46.53% | 9,622,769 | - | - | 46,189,291 | Jun 30, 2024 |
| DEER MANAGEMENT CO. LLC | 8.31% | 40.23% | 40,738,544 | - | - | 195,545,011 | Jun 30, 2024 |
| DATA COLLECTIVE IV GP, LLC | 0.60% | 9.85% | 2,929,350 | - | - | 14,060,880 | Jun 30, 2024 |
| STEPSTONE GROUP LP | 1.67% | 7.99% | 8,206,916 | - | - | 39,393,197 | Jun 30, 2024 |
| ONCE CAPITAL MANAGEMENT, LLC | 0.07% | 0.58% | 322,500 | - | - | 1,548,000 | Jun 30, 2024 |
| HARVARD MANAGEMENT CO INC | 0.20% | 0.29% | 1,000,000 | - | - | 4,800,000 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 1.29% | 0.27% | 6,297,073 | 391,778 | 6.63% | 30,225,950 | Jun 30, 2024 |
| LA FINANCIERE DE L'ECHIQUIER | 0.23% | 0.24% | 1,151,190 | 98,643 | 9.37% | 5,525,712 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.90% | 0.24% | 4,405,100 | 477,300 | 12.15% | 21,144,480 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.04% | 0.18% | 182,520 | 104,980 | 135.39% | 876,096 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.29% | 0.16% | 1,399,150 | 1,399,150 | 100.00% | 6,715,920 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 0.04% | 0.13% | 202,000 | - | - | 969,600 | Jun 30, 2024 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 0.32% | 0.12% | 1,558,450 | 274,390 | 21.37% | 7,480,560 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 0.43% | 0.12% | 2,123,591 | 432,501 | 25.58% | 10,172,001 | Jun 30, 2024 |
| WELLINGTON SHIELDS & CO., LLC | 0.01% | 0.11% | 69,142 | 2,503 | 3.76% | 331,882 | Jun 30, 2024 |
| AVITAS WEALTH MANAGEMENT LLC | 0.02% | 0.09% | 120,972 | -803 | -0.66% | 580,666 | Jun 30, 2024 |
| INTELLECTUS PARTNERS, LLC | 0.01% | 0.08% | 63,603 | 8,000 | 14.39% | 305,293 | Jun 30, 2024 |
| ARIES WEALTH MANAGEMENT | 0.01% | 0.08% | 53,424 | - | - | 256,435 | Jun 30, 2024 |
The largest Rocket Lab USA shareholder by % of total assets is VK SERVICES, LLC. The company owns 52.03M shares of Rocket Lab USA (RKLB), representing 60.96% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | 4.59% | 0.03% | 22,509,998 | 5,194,615 | 30.00% | 108,047,990 | Jun 30, 2024 |
| BLACKROCK INC. | 5.55% | 0.00% | 27,182,758 | 3,270,184 | 13.68% | 130,477,237 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.51% | 0.00% | 2,502,628 | 2,487,146 | 16064.76% | 12,012,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.56% | 0.00% | 2,744,519 | 2,368,358 | 629.61% | 13,172,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.60% | 0.00% | 2,925,704 | 2,241,764 | 327.77% | 14,043,379 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.38% | 0.00% | 31,240,822 | 2,240,244 | 7.72% | 149,955,945 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.29% | 0.00% | 1,399,150 | 1,399,150 | 100.00% | 3,048 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.29% | 0.16% | 1,399,150 | 1,399,150 | 100.00% | 6,715,920 | Jun 30, 2024 |
| IEQ CAPITAL, LLC | 0.23% | 0.07% | 1,139,363 | 1,139,363 | 100.00% | 5,468,942 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.50% | 0.00% | 7,354,812 | 1,020,537 | 16.11% | 35,309,047 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.26% | 0.00% | 1,258,325 | 823,151 | 189.15% | 6,039,961 | Jun 30, 2024 |
| UBS GROUP AG | 0.15% | 0.00% | 750,000 | 750,000 | 100.00% | 3,600,000 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.90% | 0.24% | 4,405,100 | 477,300 | 12.15% | 21,144,480 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.43% | 0.01% | 2,123,591 | 432,501 | 25.58% | 10,193,237 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 0.43% | 0.12% | 2,123,591 | 432,501 | 25.58% | 10,172,001 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.23% | 0.02% | 1,130,589 | 415,078 | 58.01% | 5,426,827,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.61% | 0.00% | 2,981,705 | 395,578 | 15.30% | 14,312,185 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 1.29% | 0.27% | 6,297,073 | 391,778 | 6.63% | 30,225,950 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.13% | 0.00% | 618,143 | 319,273 | 106.83% | 2,967,087 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.58% | 0.01% | 2,856,973 | 284,360 | 11.05% | 13,713,472 | Jun 30, 2024 |
As of Jun 30 2024, Rocket Lab USA's largest institutional buyer is UBS GROUP AG. The company purchased 5.19M stocks of RKLB, valued at $108.05M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VK SERVICES, LLC | 10.62% | 60.96% | 52,027,273 | -11,725,846 | -18.39% | 249,730,910 | Jun 30, 2024 |
| STATE STREET CORP | 3.47% | 0.00% | 17,000,900 | -8,004,319 | -32.01% | 81,604,320,000 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -1,925,392 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 37,234 | -749,890 | -95.27% | 178,723 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -686,255 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.02% | 0.00% | 110,548 | -557,202 | -83.44% | 530,630 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | - | - | - | -401,107 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.00% | 209,206 | -378,331 | -64.39% | 1,004,189 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.75% | 0.00% | 3,678,416 | -232,593 | -5.95% | 17,657,478 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.04% | 0.00% | 190,998 | -189,967 | -49.86% | 917,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.02% | 0.00% | 110,100 | -175,000 | -61.38% | 528,480 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -139,560 | -100.00% | - | Jun 30, 2024 |
| LINDEN ADVISORS LP | - | - | - | -139,194 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.01% | 0.01% | 65,434 | -105,958 | -61.82% | 314,083 | Jun 30, 2024 |
| MORGAN STANLEY | 0.64% | 0.00% | 3,120,042 | -105,674 | -3.28% | 14,976,202 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -103,370 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -91,816 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.25% | 0.00% | 1,203,233 | -89,487 | -6.92% | 5,775,518 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -88,202 | -100.00% | - | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -87,332 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Rocket Lab USA's biggest institutional seller is VK SERVICES, LLC. The company sold -11.73M shares of RKLB, valued at $249.73M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIZUHO MARKETS AMERICAS LLC | 0.29% | 0.00% | 1,399,150 | 1,399,150 | 100.00% | 3,048 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.29% | 0.16% | 1,399,150 | 1,399,150 | 100.00% | 6,715,920 | Jun 30, 2024 |
| IEQ CAPITAL, LLC | 0.23% | 0.07% | 1,139,363 | 1,139,363 | 100.00% | 5,468,942 | Jun 30, 2024 |
| UBS GROUP AG | 0.15% | 0.00% | 750,000 | 750,000 | 100.00% | 3,600,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 187,183 | 187,183 | 100.00% | 898,478 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 143,176 | 143,176 | 100.00% | 687,245 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.01% | 0.06% | 69,392 | 69,392 | 100.00% | 333,082 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 32,049 | 32,049 | 100.00% | 154,000 | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | 0.01% | 0.00% | 28,695 | 28,695 | 100.00% | 140,000 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.01% | 0.01% | 26,097 | 26,097 | 100.00% | 125,265 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.01% | 0.07% | 25,300 | 25,300 | 100.00% | 121,440 | Jun 30, 2024 |
| WEALTH ARCHITECTS, LLC | 0.00% | 0.01% | 23,697 | 23,697 | 100.00% | 113,746 | Jun 30, 2024 |
| AMBASSADOR ADVISORS, LLC | 0.00% | 0.02% | 23,201 | 23,201 | 100.00% | 111,365 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.00% | 0.01% | 19,819 | 19,819 | 100.00% | 95,131 | Jun 30, 2024 |
| KBC GROUP NV | 0.00% | 0.00% | 14,598 | 14,598 | 100.00% | 70,000 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 0.00% | 0.00% | 13,971 | 13,971 | 100.00% | 67,061 | Jun 30, 2024 |
| HAP TRADING, LLC | 0.00% | 0.00% | 11,100 | 11,100 | 100.00% | 4,745 | Jun 30, 2024 |
| HBK INVESTMENTS L P | 0.00% | 0.00% | 10,000 | 10,000 | 100.00% | 48,000 | Jun 30, 2024 |
| CAPITAL ADVISORS INC/OK | 0.00% | 0.00% | 10,000 | 10,000 | 100.00% | 16,176 | Jun 30, 2024 |
| LAKERIDGE WEALTH MANAGEMENT LLC | 0.00% | 0.03% | 10,000 | 10,000 | 100.00% | 48,000 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.00% | 0.00% | 3,520 | 3,520 | 100.00% | 16,896 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | - | 3,034 | 3,034 | 100.00% | 14,563 | Jun 30, 2024 |
| GEN-WEALTH PARTNERS INC | - | 0.00% | 208 | 208 | 100.00% | 998 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 200 | 200 | 100.00% | 960 | Jun 30, 2024 |
| PFG PRIVATE WEALTH MANAGEMENT, LLC | - | 0.00% | 100 | 100 | 100.00% | 480 | Jun 30, 2024 |
| WR WEALTH PLANNERS, LLC | - | 0.00% | 67 | 67 | 100.00% | 322 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 59 | 59 | 100.00% | 283 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | - | - | 39 | 39 | 100.00% | 188 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | - | 33 | 33 | 100.00% | 159 | Jun 30, 2024 |
Rocket Lab USA's largest new institutional shareholder by number of shares is MIZUHO MARKETS AMERICAS LLC, purchased 1.40M shares, valued at $3.05K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -1,925,392 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -686,255 | -100.00% | - | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | - | - | - | -401,107 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -139,560 | -100.00% | - | Jun 30, 2024 |
| LINDEN ADVISORS LP | - | - | - | -139,194 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -103,370 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -91,816 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -88,202 | -100.00% | - | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -87,332 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -60,350 | -100.00% | - | Jun 30, 2024 |
| J.W. COLE ADVISORS, INC. | - | - | - | -54,275 | -100.00% | - | Jun 30, 2024 |
| CANTOR FITZGERALD, L. P. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| COWEN AND COMPANY, LLC | - | - | - | -47,800 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -35,432 | -100.00% | - | Jun 30, 2024 |
| MILESTONE ASSET MANAGEMENT, LLC | - | - | - | -29,852 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -28,228 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -27,544 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -21,102 | -100.00% | - | Jun 30, 2024 |
| HALL KATHRYN A. | - | - | - | -20,055 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -18,744 | -100.00% | - | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | - | - | - | -15,533 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -14,922 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -14,300 | -100.00% | - | Jun 30, 2024 |
| OWEN LARUE, LLC | - | - | - | -12,349 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | - | - | - | -10,100 | -100.00% | - | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | - | -3,459 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
Rocket Lab USA's largest sold out institutional shareholder by shares sold is INTRINSIC EDGE CAPITAL MANAGEMENT LLC, sold -1.93M shares, valued at -, as of undefined.
Rocket Lab USA Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AMERICAN CENTURY GROWTH FUNDS, INC. | 15.17% | 2,362,250 | -347,972 | -12.84% | Jan 31, 2024 |
| Procure ETF Trust II | 6.05% | 364,668 | 59,895 | 19.65% | Jan 31, 2024 |
| TRI-CONTINENTAL CORP | 0.74% | 4,000,000 | 4,000,000 | - | Mar 31, 2024 |
| Ark ETF Trust | 0.58% | 4,659,455 | 316,723 | 7.29% | Jan 31, 2024 |
| Ark Venture Fund | 0.45% | 43,357 | -20,882 | -32.51% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.37% | 192,277 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.33% | 766,893 | - | - | Mar 28, 2024 |
| Virtus Strategy Trust | 0.24% | 5,070,000 | 5,070,000 | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.15% | 587,472 | 307,682 | 109.97% | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.08% | 1,011,659 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.08% | 492,398 | -11,877 | -2.36% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.07% | 42,626 | -236 | -0.55% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.06% | 26,005,834 | -1,606,548 | -5.82% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.05% | 150,960 | 2,449 | 1.65% | Feb 29, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.04% | 1,668,000 | 1,668,000 | - | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.03% | 4,540 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 6,127 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.02% | 761,591 | -858 | -0.11% | Jan 31, 2024 |
| Columbia Funds Series Trust II | 0.01% | 5,200,000 | 5,200,000 | - | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 30,707 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 2,623,093 | 68,050 | 2.66% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 27,711 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 63,187 | 63,187 | - | Aug 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 92,619 | 14,796 | 19.01% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.01% | 169,430 | -12,935 | -7.09% | Mar 31, 2024 |
| Spinnaker ETF Series | 0.01% | 2,033 | - | - | Mar 31, 2024 |
| Listed Funds Trust | 0.01% | 25,183 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 249,973 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 83,638 | -8 | -0.01% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 1,752,261 | 570,422 | 48.27% | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 16,898 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 91,282 | -19,230 | -17.40% | Mar 31, 2024 |
| Global X Funds | 0.00% | 126,379 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 12,952 | -933 | -6.72% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 1,373,873 | 46,637 | 3.51% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 267,607 | -46,214 | -14.73% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 52,949 | 1,886 | 3.69% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 20,875 | 20,875 | - | Mar 28, 2024 |
| FundVantage Trust | 0.00% | 33,600 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 9,973 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 100,000 | 3,400 | 3.52% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 4,108 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 343,171 | 49,499 | 16.86% | Feb 29, 2024 |
| BlackRock Capital Allocation Trust | 0.00% | 122,062 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 15,069 | -59,089 | -79.68% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,235,601 | 849,207 | 219.78% | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 10,129 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 20,167 | 8,881 | 78.69% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 123,467 | 3,189 | 2.65% | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 13,708,377 | -968,508 | -6.60% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 66,974 | 66 | 0.10% | Jan 31, 2024 |
| BNY Mellon ETF Trust | 0.00% | 16,739 | 8,708 | 108.43% | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,282,672 | 158,625 | 14.11% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 729,548 | -1,259 | -0.17% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 2,532 | - | - | Dec 31, 2023 |
| Direxion Shares ETF Trust | 0.00% | 85,653 | -12,259 | -12.52% | Jan 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 19,027,434 | 6,189,984 | 48.22% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 107,034 | -433 | -0.40% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 160,786 | 17,455 | 12.18% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 43,801 | 274 | 0.63% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 42,160 | -621 | -1.45% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 9,000 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 1,251 | -11 | -0.87% | Dec 31, 2023 |
| FLEXSHARES TRUST | 0.00% | 22,078 | -532 | -2.35% | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 26,321 | 9,763 | 58.96% | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 620,510 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 2,199 | -150 | -6.39% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 220,266 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 39,340 | 9,066 | 29.95% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 40,870 | 4,832 | 13.41% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 166 | - | - | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 9,170 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 4,289 | -4,441 | -50.87% | Mar 31, 2024 |
| Tidal Trust II | 0.00% | 2,750 | -11,903 | -81.23% | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 11,263 | 1,322 | 13.30% | Feb 29, 2024 |
| Franklin Alternative Strategies Funds | 0.00% | 60,000 | 60,000 | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 267,381 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 109,316 | - | - | Mar 31, 2024 |
| MASTER BOND LLC | 0.00% | 356,061 | - | - | Mar 28, 2024 |
| Brighthouse Funds Trust II | 0.00% | 84,284 | -9,840 | -10.45% | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 31,599 | -127 | -0.40% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 4,959 | - | - | Feb 29, 2024 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.00% | 149,992 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 107,633 | -1,772 | -1.62% | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 9,254 | 540 | 6.20% | Mar 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 14,888 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 141,036 | 19,381 | 15.93% | Mar 31, 2024 |
| BlackRock Funds IV | 0.00% | 27,089 | - | - | Jan 31, 2024 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. | 0.00% | 447,252 | - | - | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 95,414 | 3,654 | 3.98% | Mar 31, 2024 |
| BlackRock Series Fund, Inc. | 0.00% | 3,465 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 92,975 | 1,471 | 1.61% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 859 | 200 | 30.35% | Jan 31, 2024 |
| BlackRock Funds V | 0.00% | 639,711 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 34,160 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 1,358 | - | - | Feb 29, 2024 |
| BLACKROCK FUNDS | 0.00% | 41,860 | -3,488 | -7.69% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 35,065 | 7,541 | 27.40% | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 15,740 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 1,308 | - | - | Jan 31, 2024 |
Rocket Lab USA's largest mutual fund holder by % of total assets is "AMERICAN CENTURY GROWTH FUNDS, INC.", owning 2.36M shares, compromising 15.17% of its total assets.
Rocket Lab USA Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 106 | -58.75% |
| 31 Mar, 24 | 257 | 8.44% |
| 31 Dec, 23 | 237 | 2.16% |
| 30 Sep, 23 | 232 | 10.48% |
| 30 Jun, 23 | 210 | 4.48% |
| 31 Mar, 23 | 201 | 3.61% |
| 31 Dec, 22 | 194 | 1.04% |
| 30 Sep, 22 | 192 | 10.34% |
| 30 Jun, 22 | 174 | 16.78% |
| 31 Mar, 22 | 149 | 14.62% |
| 31 Dec, 21 | 130 | 19.27% |
| 30 Sep, 21 | 109 | - |
As of 30 Jun 24, 106 institutions are holding Rocket Lab USA's shares, representing a decrease of -58.75% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 34,623,762 | -87.64% |
| 31 Mar, 24 | 280,065,223 | 3.14% |
| 31 Dec, 23 | 271,551,405 | 6.11% |
| 30 Sep, 23 | 255,905,148 | -2.30% |
| 30 Jun, 23 | 261,933,273 | 0.24% |
| 31 Mar, 23 | 261,304,219 | -0.31% |
| 31 Dec, 22 | 262,104,564 | -1.89% |
| 30 Sep, 22 | 267,163,413 | -1.09% |
| 30 Jun, 22 | 270,105,809 | -0.25% |
| 31 Mar, 22 | 270,788,355 | 3.86% |
| 31 Dec, 21 | 260,729,602 | -2.33% |
| 30 Sep, 21 | 266,955,292 | - |
Rocket Lab USA (RKLB) has 34.62M shares outstanding as of 30 Jun 24, down -87.64% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 7.07% | 0.21% |
| 31 Mar, 24 | 58.13% | 1.85% |
| 31 Dec, 23 | 56.10% | 1.97% |
| 30 Sep, 23 | 53.34% | 1.76% |
| 30 Jun, 23 | 55.00% | 1.83% |
| 31 Mar, 23 | 54.87% | 1.74% |
| 31 Dec, 22 | 56.22% | 1.74% |
| 30 Sep, 22 | 56.87% | 1.68% |
| 30 Jun, 22 | 58.12% | 1.65% |
| 31 Mar, 22 | 59.32% | 0.45% |
| 31 Dec, 21 | 114.22% | 0.84% |
| 30 Sep, 21 | 116.95% | - |
As of 30 Jun 24, Rocket Lab USA is held by 7.07% institutional shareholders, representing a 0.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 61 | -55.47% |
| 31 Mar, 24 | 137 | 16.10% |
| 31 Dec, 23 | 118 | -4.84% |
| 30 Sep, 23 | 124 | 2.48% |
| 30 Jun, 23 | 121 | 18.63% |
| 31 Mar, 23 | 102 | -10.53% |
| 31 Dec, 22 | 114 | 6.54% |
| 30 Sep, 22 | 107 | -1.83% |
| 30 Jun, 22 | 109 | 22.47% |
| 31 Mar, 22 | 89 | 4.71% |
| 31 Dec, 21 | 85 | -8.60% |
| 30 Sep, 21 | 93 | - |
61 institutional shareholders have increased their position in RKLB stock as of 30 Jun 24 compared to 137 in the previous quarter (a -55.47% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -77.36% |
| 31 Mar, 24 | 53 | 6.00% |
| 31 Dec, 23 | 50 | 6.38% |
| 30 Sep, 23 | 47 | 20.51% |
| 30 Jun, 23 | 39 | -26.42% |
| 31 Mar, 23 | 53 | 32.50% |
| 31 Dec, 22 | 40 | - |
| 30 Sep, 22 | 40 | 29.03% |
| 30 Jun, 22 | 31 | -3.13% |
| 31 Mar, 22 | 32 | 77.78% |
| 31 Dec, 21 | 18 | - |
| 30 Sep, 21 | - | - |
12 institutional shareholders have reduced their position in RKLB stock as of 30 Jun 24 compared to 53 in the previous quarter (a -77.36% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 106 | -58.75% | 34,623,762 | -87.64% | 7.07% | 0.21% | 61 | -55.47% | 12 | -77.36% |
| 31 Mar, 24 | 257 | 8.44% | 280,065,223 | 3.14% | 58.13% | 1.85% | 137 | 16.10% | 53 | 6.00% |
| 31 Dec, 23 | 237 | 2.16% | 271,551,405 | 6.11% | 56.10% | 1.97% | 118 | -4.84% | 50 | 6.38% |
| 30 Sep, 23 | 232 | 10.48% | 255,905,148 | -2.30% | 53.34% | 1.76% | 124 | 2.48% | 47 | 20.51% |
| 30 Jun, 23 | 210 | 4.48% | 261,933,273 | 0.24% | 55.00% | 1.83% | 121 | 18.63% | 39 | -26.42% |
| 31 Mar, 23 | 201 | 3.61% | 261,304,219 | -0.31% | 54.87% | 1.74% | 102 | -10.53% | 53 | 32.50% |
| 31 Dec, 22 | 194 | 1.04% | 262,104,564 | -1.89% | 56.22% | 1.74% | 114 | 6.54% | 40 | - |
| 30 Sep, 22 | 192 | 10.34% | 267,163,413 | -1.09% | 56.87% | 1.68% | 107 | -1.83% | 40 | 29.03% |
| 30 Jun, 22 | 174 | 16.78% | 270,105,809 | -0.25% | 58.12% | 1.65% | 109 | 22.47% | 31 | -3.13% |
| 31 Mar, 22 | 149 | 14.62% | 270,788,355 | 3.86% | 59.32% | 0.45% | 89 | 4.71% | 32 | 77.78% |
| 31 Dec, 21 | 130 | 19.27% | 260,729,602 | -2.33% | 114.22% | 0.84% | 85 | -8.60% | 18 | - |
| 30 Sep, 21 | 109 | - | 266,955,292 | - | 116.95% | - | 93 | - | - | - |
Rocket Lab USA Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Rocket Lab USA's stock was made by GRIFFIN MICHAEL D on Aug 16 2024, selling 39,446 shares at - per share (valued at -).
Rocket Lab USA Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 3 | 33.33% |
| Q2 2024 | 7 | 4 | 175.00% |
| Q1 2024 | 2 | 4 | 50.00% |
| Q4 2023 | 1 | 2 | 50.00% |
| Q3 2023 | 1 | 4 | 25.00% |
| Q2 2023 | 7 | 6 | 116.67% |
| Q1 2023 | 1 | 3 | 33.33% |
| Q4 2022 | 1 | 5 | 20.00% |
| Q3 2022 | 6 | 13 | 46.15% |
| Q2 2022 | 8 | 6 | 133.33% |
| Q1 2022 | 1 | 6 | 16.67% |
| Q3 2021 | - | 18 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | 3 | - |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Rocket Lab USA's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | 4 | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 5 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q3 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Rocket Lab USA's stocks.
RKLB Ownership FAQ
Who Owns Rocket Lab USA?
Rocket Lab USA is owned by institutional shareholders (7.07%), insiders (10.70%), and public (82.23%). The largest institutional shareholder of Rocket Lab USA is VK SERVICES, LLC (10.62% of total shares) and the top mutual fund owner is AMERICAN CENTURY GROWTH FUNDS, INC. (15.17% of total shares).
Who are the major institutional shareholders of Rocket Lab USA?
Rocket Lab USA's major institutional shareholders are VK SERVICES, LLC, DEER MANAGEMENT CO. LLC, VANGUARD GROUP INC, BLACKROCK INC., and UBS GROUP AG. The top five shareholders own together 35.45% of the company's share outstanding.
How many Rocket Lab USA shareholders are there?
As of Jun 2024, there are 106 institutional shareholders of Rocket Lab USA.
What percentage of Rocket Lab USA is owned by VK SERVICES, LLC?
VK SERVICES, LLC owns 52.03M shares of Rocket Lab USA, representing 10.62% of the company's total shares outstanding, valued at $249.73M (as of Jun 2024).
What percentage of Rocket Lab USA is owned by DEER MANAGEMENT CO. LLC?
As of Jun 2024, DEER MANAGEMENT CO. LLC holds 40.74M shares of Rocket Lab USA (RKLB), compromising 8.31% of the company, valued at $195.55M.
What percentage of Rocket Lab USA is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Rocket Lab USA. The company owns 31.24M of the company's shares outstanding (worth $149.96M).