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Security record · archived quarter

RKLB

Rocket Lab USA, Inc. · Industrials · Aerospace & Defense

50.84 -8.0% mkt cap $30.43B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
150Tracked holders
+3Δ holders
242.76MShares held
$16.94BReported value
+4New positions
−0Exits
Rising Conviction score 49/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.0% · share flow +4.0% · net new positions +2.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 182.60K $12.53M n/a n/a
Q2 2026 157 +9 248.08M $25.16B +19 −11
Q1 2026 152 +1 221.59M $14.17B +8 −8
Q4 2025 150 +3 242.76M $16.94B +4 n/a
Q3 2025 19 0 159.51M $7.64B +2 −3
Q2 2025 17 +14 125.54M $4.49B +14 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 47.42M +13.4% $3.31B 0.0% ▲ Add 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 33.08M +5.3% $2.31B 0.0% ▲ Add 3 SEC ↗ ×20
3 Baillie Gifford ✦ 17.85M +47.2% $1.25B 1.0% ▲ Add 3 SEC ↗ ×4
4 Capital World Investors ✦ 16.20M +12.0% $1.13B 0.2% ▲ Add 3 SEC ↗
5 State Street Global Advisors ✦ (passive) 12.52M +1.0% $873.41M 0.0% ▲ Add 3 SEC ↗
6 JPMorgan Chase ✦ 9.69M -13.0% $676.32M 0.0% ▼ Trim 2 SEC ↗ ×8
7 Geode Capital Management ✦ (passive) 9.00M +10.1% $626.60M 0.0% ▲ Add 3 SEC ↗ ×2
8 D. E. Shaw & Co. ✦ 6.64M -30.2% $463.51M 0.4% ▼ Trim 3 SEC ↗
9 Invesco Ltd. 5.26M n/a $366.99M 0.0% n/c 1 SEC ↗ ×8
10 Bank Of America Corp /De/ 5.11M n/a $356.43M 0.0% n/c 1 SEC ↗ ×8
11 Norges Bank ✦ (passive) 4.89M New $341.04M 0.0% New 1 SEC ↗
12 Fidelity (FMR) ✦ 4.27M +5.8% $298.07M 0.0% ▲ Add 3 SEC ↗ ×5
13 Morgan Stanley ✦ 4.20M -41.1% $292.72M 0.0% ▼ Trim 2 SEC ↗ ×11
14 Hsbc Holdings Plc 3.14M n/a $221.33M 0.1% n/c 1 SEC ↗ ×16
15 UBS Group AG 2.90M n/a $202.02M 0.0% n/c 1 SEC ↗ ×5
16 Northern Trust Corp 2.60M n/a $181.59M 0.0% n/c 1 SEC ↗ ×7
17 American Century Companies Inc 2.52M n/a $176.09M 0.1% n/c 1 SEC ↗
18 Royal Bank Of Canada 2.45M n/a $170.73M 0.0% n/c 1 SEC ↗ ×8
19 Deutsche Bank Ag\ 2.34M n/a $163.02M 0.1% n/c 1 SEC ↗ ×9
20 ARK Investment Management ✦ 2.24M -10.1% $155.93M 1.0% ▼ Trim 3 SEC ↗
21 Charles Schwab Investment… 2.21M n/a $154.42M 0.0% n/c 1 SEC ↗
22 Voya Investment Management Llc 2.19M n/a $152.97M 0.2% n/c 1 SEC ↗ ×3
23 Alliancebernstein L.P. 2.14M n/a $149.14M 0.0% n/c 1 SEC ↗
24 Franklin Resources Inc 1.90M n/a $132.30M 0.0% n/c 1 SEC ↗ ×8
25 UBS AM, a distinct business unit of… 1.70M n/a $118.72M 0.0% n/c 1 SEC ↗ ×10
26 T. Rowe Price ✦ 1.65M +0.8% $115.00M 0.0% ▲ Add 3 SEC ↗ ×2
27 Bank of New York Mellon Corp 1.56M n/a $109.16M 0.0% n/c 1 SEC ↗ ×14
28 First Trust Advisors Lp 1.48M n/a $102.97M 0.1% n/c 1 SEC ↗
29 Sumitomo Mitsui Trust Group, Inc. 1.35M n/a $94.42M 0.1% n/c 1 SEC ↗
30 Swiss National Bank 1.20M n/a $83.59M 0.1% n/c 1 SEC ↗
31 Dimensional Fund Advisors Lp 1.15M n/a $80.10M 0.0% n/c 1 SEC ↗ ×5
32 Amundi 1.13M n/a $79.01M 0.0% n/c 1 SEC ↗ ×5
33 Nuveen, LLC 1.13M n/a $78.97M 0.0% n/c 1 SEC ↗ ×3
34 Goldman Sachs Group ✦ 1.08M +34.5% $75.33M 0.0% ▲ Add 2 SEC ↗ ×4
35 Legal & General Group Plc 1.04M n/a $72.81M 0.0% n/c 1 SEC ↗ ×3
36 Renaissance Technologies ✦ 915.10K New $63.84M 0.1% New 1 SEC ↗
37 Citadel Advisors ✦ 879.64K -25.8% $61.36M 0.0% ▼ Trim 3 SEC ↗ ×2
38 Bnp Paribas Financial Markets 853.84K n/a $59.56M 0.0% n/c 1 SEC ↗
39 Ameriprise Financial Inc 827.47K n/a $57.72M 0.0% n/c 1 SEC ↗ ×3
40 Neuberger Berman Group LLC 821.31K n/a $57.29M 0.0% n/c 1 SEC ↗ ×2
41 Bank Of Montreal /Can/ 804.69K n/a $56.13M 0.0% n/c 1 SEC ↗ ×9
42 California Public Employees… 732.86K n/a $51.12M 0.0% n/c 1 SEC ↗
43 Mitsubishi UFJ Asset Management… 650.74K n/a $49.45M 0.0% n/c 1 SEC ↗
44 California State Teachers… 696.37K n/a $48.58M 0.0% n/c 1 SEC ↗
45 Raymond James Financial Inc 682.84K n/a $47.63M 0.0% n/c 1 SEC ↗ ×4
46 National Pension Service 643.17K n/a $44.87M 0.0% n/c 1 SEC ↗
47 Citigroup Inc 612.17K n/a $42.70M 0.0% n/c 1 SEC ↗ ×4
48 IMC-Chicago, LLC 607.65K n/a $42.39M 0.7% n/c 1 SEC ↗
49 Millennium Management ✦ 567.43K +15.2% $39.58M 0.0% ▲ Add 3 SEC ↗
50 Mitsubishi UFJ Trust & Banking Corp 558.63K n/a $38.97M 0.1% n/c 1 SEC ↗
51 Storebrand Asset Management As 551.75K n/a $38.49M 0.1% n/c 1 SEC ↗
52 Wealth Enhancement Advisory… 428.72K n/a $36.93M 0.1% n/c 1 SEC ↗
53 Clearbridge Investments, LLC 518.90K n/a $36.20M 0.0% n/c 1 SEC ↗
54 Rhumbline Advisers 514.89K n/a $35.92M 0.0% n/c 1 SEC ↗
55 Swedbank AB 509.25K n/a $35.53M 0.0% n/c 1 SEC ↗ ×2
56 Wells Fargo & Company/Mn 498.09K n/a $34.75M 0.0% n/c 1 SEC ↗ ×4
57 Barclays Plc 482.94K n/a $33.69M 0.0% n/c 1 SEC ↗ ×2
58 Corient Private Wealth LP 468.09K n/a $32.64M 0.0% n/c 1 SEC ↗ ×3
59 LPL Financial LLC 445.89K n/a $31.11M 0.0% n/c 1 SEC ↗
60 Simplex Trading, Llc 400.11K n/a $27.91M 0.8% n/c 1 SEC ↗
61 Connor, Clark & Lunn Investment… 360.80K n/a $25.17M 0.1% n/c 1 SEC ↗
62 State Board Of Administration Of… 350.35K n/a $24.44M 0.0% n/c 1 SEC ↗
63 Aviva Plc 349.02K n/a $24.35M 0.0% n/c 1 SEC ↗
64 Zurcher Kantonalbank (Zurich… 297.64K n/a $20.76M 0.0% n/c 1 SEC ↗
65 Pictet Asset Management Holding SA 269.21K n/a $18.78M 0.0% n/c 1 SEC ↗
66 AQR Capital Management ✦ 264.64K -14.6% $18.46M 0.0% ▼ Trim 3 SEC ↗ ×6
67 Squarepoint Ops LLC 260.27K n/a $18.16M 0.0% n/c 1 SEC ↗
68 Korea Investment CORP 259.68K n/a $18.12M 0.0% n/c 1 SEC ↗
69 New York State Common Retirement… 250.62K n/a $17.48M 0.0% n/c 1 SEC ↗
70 Nomura Asset Management Co Ltd 248.84K n/a $17.36M 0.0% n/c 1 SEC ↗ ×2
71 Stifel Financial Corp 246.24K n/a $17.18M 0.0% n/c 1 SEC ↗ ×3
72 Danske Bank A/S 243.10K n/a $16.96M 0.0% n/c 1 SEC ↗ ×2
73 Russell Investments Group, Ltd. 230.27K n/a $16.11M 0.0% n/c 1 SEC ↗ ×10
74 Baird Financial Group, Inc. 230.48K n/a $16.08M 0.0% n/c 1 SEC ↗ ×4
75 Creative Planning 227.03K n/a $15.84M 0.0% n/c 1 SEC ↗ ×2
76 Group One Trading Llc 225.53K n/a $15.73M 0.5% n/c 1 SEC ↗
77 State Of Wisconsin Investment Board 220.34K n/a $15.37M 0.0% n/c 1 SEC ↗
78 Federated Hermes, Inc. 219.75K n/a $15.33M 0.0% n/c 1 SEC ↗ ×2
79 Rockefeller Capital Management L.P. 207.47K n/a $14.47M 0.0% n/c 1 SEC ↗ ×2
80 Blair William & Co/Il 193.47K n/a $13.50M 0.0% n/c 1 SEC ↗
81 Mariner, LLC 184.45K n/a $12.87M 0.0% n/c 1 SEC ↗ ×2
82 Janus Henderson Group Plc 182.46K n/a $12.73M 0.0% n/c 1 SEC ↗ ×3
83 Asset Management One Co., Ltd. 177.10K n/a $12.42M 0.0% n/c 1 SEC ↗
84 Nomura Holdings Inc 176.74K n/a $12.33M 0.0% n/c 1 SEC ↗
85 Sei Investments Co 167.22K n/a $11.67M 0.0% n/c 1 SEC ↗ ×2
86 Cetera Investment Advisers 164.33K n/a $11.46M 0.0% n/c 1 SEC ↗
87 Victory Capital Management Inc 143.94K n/a $10.04M 0.0% n/c 1 SEC ↗
88 Marshall Wace ✦ 143.40K New $10.00M 0.0% New 1 SEC ↗ ×2
89 Susquehanna International Group, Llp 143.12K n/a $9.98M 0.0% n/c 1 SEC ↗ ×2
90 Lido Advisors, LLC 165.97K n/a $9.67M 0.0% n/c 1 SEC ↗
91 Osaic Holdings, Inc. 134.80K n/a $9.40M 0.0% n/c 1 SEC ↗ ×4
92 Man Group plc 133.52K n/a $9.31M 0.0% n/c 1 SEC ↗ ×2
93 Focus Partners Wealth 128.15K n/a $8.91M 0.0% n/c 1 SEC ↗
94 Commonwealth Equity Services, Llc 125.48K n/a $8.75M 0.0% n/c 1 SEC ↗
95 Universal- Beteiligungs- und… 121.66K n/a $8.50M 0.0% n/c 1 SEC ↗
96 Wealthfront Advisers LLC 117.66K n/a $8.21M 0.0% n/c 1 SEC ↗
97 Walleye Trading LLC 111.20K n/a $7.76M 0.1% n/c 1 SEC ↗
98 Mml Investors Services, Llc 109.73K n/a $7.65M 0.0% n/c 1 SEC ↗
99 Envestnet Asset Management Inc 106.21K n/a $7.41M 0.0% n/c 1 SEC ↗
100 Tidal Investments LLC 102.67K n/a $7.16M 0.0% n/c 1 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $341.04M 0.0%
Renaissance Technologies $63.84M 0.1%
Marshall Wace $10.00M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 859 holders, 279.10M shares, $17.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 02 Spice Adam C.

Officer · 67.26K sh · $4.19M

Sep 02 Spice Adam C.

Officer · 72.90K sh · $4.59M

Aug 27 Klein Frank

Officer · 19.80K sh · $1.32M

Aug 27 Kampani Arjun

Officer · 4.60K sh · $305,882

Aug 27 Klein Frank

Officer · 458 sh · $30,933

Aug 27 Kampani Arjun

Officer · 1.43K sh · $96,304

Aug 27 Klein Frank

Officer · 15.30K sh · $1.01M

Aug 24 Klein Frank

Officer · 2.05K sh · $146,183

Aug 24 Ricupati Agostino

Officer · 619 sh · $43,042

Aug 24 Ricupati Agostino

Officer · 20 sh · $1,404

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 31 SC 13G: VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API