Who owns Rocket Lab USA (RKLB)
Which tracked institutional funds hold RKLB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RKLB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RKLB is one-sided between 2026-Q1 and 2026-Q2: 488 added or opened and 107 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RKLB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes RKLB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RKLB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1072 tracked filers holding RKLB, 770 increased or opened the position and 357 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RKLB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 91
- Allianz Asset Management GmbH$220M
- WELLINGTON MANAGEMENT GROUP LLP$119M
- NOMURA HOLDINGS INC$83M
- ProShare Advisors LLC$55M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$49M
- NEOS Investment Management LLC$36M
Full exits 61
- MARSHALL WACE, LLP$121M
- Amundi$115M
- CITADEL ADVISORS LLC$52M
- Penserra Capital Management LLC$52M
- TUDOR INVESTMENT CORP ET AL$27M
- CloudAlpha Capital Management Limited/Hong Kong$24M
Largest adds
- BlackRock, Inc.$2.0B
- Invesco Ltd.$1.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B
- VANGUARD CAPITAL MANAGEMENT LLC$1.0B
- JPMORGAN CHASE & CO$740M
- STATE STREET CORP$574M
Largest trims
- Capital International Investors$430M
- Defiance ETFs, LLC$304M
- D. E. Shaw & Co., Inc.$157M
- BAILLIE GIFFORD & CO$128M
- ALLIANCEBERNSTEIN L.P.$110M
- IEQ CAPITAL, LLC$22M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 40,580,130 | $4.1B | 14.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 27,118,258 | $2.8B | 9.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 25,299,213 | $2.6B | 8.8% | 2026-Q2 |
| Invesco Ltd. added | 18,343,547 | $1.9B | 6.4% | 2026-Q2 |
| STATE STREET CORP added | 14,442,067 | $1.5B | 5.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 13,805,113 | $1.4B | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 10,503,238 | $1.1B | 3.7% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 10,384,512 | $1.1B | 3.6% | 2026-Q2 |
| Capital World Investors added | 7,370,414 | $749M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 6,895,400 | $701M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,559,472 | $565M | 1.9% | 2026-Q2 |
| NORGES BANK added | 5,437,031 | $553M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,301,823 | $437M | 1.5% | 2026-Q2 |
| FMR LLC added | 3,701,770 | $376M | 1.3% | 2026-Q2 |
| UBS Group AG added | 3,609,563 | $367M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,352,738 | $341M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,311,777 | $337M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,836,293 | $288M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,737,451 | $278M | 0.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,577,154 | $262M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,410,922 | $245M | 0.8% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 2,378,367 | $242M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,276,941 | $231M | 0.8% | 2026-Q2 |
| Allianz Asset Management GmbH new | 2,167,553 | $220M | 0.8% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 2,114,005 | $215M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 2,090,086 | $212M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,982,108 | $201M | 0.7% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 1,850,297 | $188M | 0.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,777,325 | $181M | 0.6% | 2026-Q2 |
| Tidal Investments LLC added | 1,742,727 | $177M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,692,941 | $172M | 0.6% | 2026-Q2 |
| Legal & General Group Plc added | 1,689,746 | $172M | 0.6% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 1,631,207 | $166M | 0.6% | 2026-Q2 |
| Tema ETFs LLC added | 1,622,028 | $165M | 0.6% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,557,127 | $158M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,477,833 | $150M | 0.5% | 2026-Q2 |
| Swiss National Bank added | 1,467,430 | $149M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,349,025 | $137M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,341,634 | $136M | 0.5% | 2026-Q2 |
| Swedbank AB added | 1,332,385 | $135M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,231,799 | $125M | 0.4% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 1,197,173 | $122M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 1,184,354 | $120M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,173,469 | $119M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,103,189 | $112M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,082,063 | $110M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,075,531 | $109M | 0.4% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,046,290 | $106M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,018,763 | $104M | 0.4% | 2026-Q2 |
| Vident Advisory, LLC added | 1,018,132 | $103M | 0.4% | 2026-Q2 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC trimmed | 1,005,003 | $102M | 0.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 992,105 | $101M | 0.3% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 932,236 | $95M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 920,363 | $94M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 905,207 | $92M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 900,422 | $92M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 877,904 | $89M | 0.3% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 837,725 | $85M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 837,240 | $85M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 836,607 | $85M | 0.3% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 812,849 | $83M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 784,458 | $80M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 728,302 | $74M | 0.3% | 2026-Q2 |
| Clear Street Group Inc. added | 720,160 | $73M | 0.2% | 2026-Q2 |
| UNICOM Systems, Inc. added | 702,635 | $71M | 0.2% | 2026-Q2 |
| Marex Group Ltd added | 701,211 | $71M | 0.2% | 2026-Q2 |
| Korea Investment CORP trimmed | 698,238 | $71M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 681,812 | $69M | 0.2% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP trimmed | 676,072 | $69M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 656,063 | $67M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 649,856 | $66M | 0.2% | 2026-Q2 |
| ONCE CAPITAL MANAGEMENT, LLC added | 645,000 | $66M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 627,617 | $64M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 617,571 | $62M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 570,547 | $58M | 0.2% | 2026-Q2 |
| Defiance ETFs, LLC trimmed | 570,469 | $57M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 537,998 | $55M | 0.2% | 2026-Q2 |
| Capital Impact Advisors, LLC added | 534,286 | $54M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 503,999 | $51M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 480,481 | $49M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 466,833 | $47M | 0.2% | 2026-Q2 |
| AVIVA PLC added | 466,066 | $47M | 0.2% | 2026-Q2 |
| LBP AM SA added | 436,950 | $44M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 427,357 | $43M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 422,093 | $43M | 0.1% | 2026-Q2 |
| Hood River Capital Management LLC added | 421,905 | $43M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 421,824 | $43M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 411,863 | $42M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 409,610 | $42M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 385,224 | $39M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 382,309 | $39M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 381,175 | $39M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 354,071 | $35M | 0.1% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 352,422 | $36M | 0.1% | 2026-Q2 |
| NEOS Investment Management LLC new | 349,378 | $36M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 347,360 | $35M | 0.1% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 327,482 | $33M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 318,905 | $32M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 318,542 | $32M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 317,584 | $32M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.