ROCKET LAB USA INC (RKLBXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
9
Reporting holders
$86.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UNICOM Systems, Inc. | $71.4M | 702,635 | 4.66% | 6q | +6.9%+$4.6M |
| BERKSHIRE CAPITAL HOLDINGS INC | $13.9M | 136,690 | 3.01% | 4q | +1366800.0%+$13.9M |
| Torray Investment Partners LLC | $457.4K | 4,500 | 0.06% | 5q | -50.0%-$457.4K |
| Cascades Capital Asset Management, LLC | $104.9K | 1,032 | 0.04% | new | NEW |
| Your Advocates Ltd., LLP | $98.7K | 971 | 0.03% | new | NEW |
| Berbice Capital Management LLC | $40.7K | 400 | 0.02% | 4q | HELD |
| Harvest Fund Management Co., Ltd | $4.6K | 45,062 | 0.15% | 7q | +2099.2%+$4.4K |
| HORIZON FINANCIAL SERVICES, LLC | $4.3K | 42 | 0.00% | new | NEW |
| RMG Wealth Management LLC | $1.2K | 15 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $25 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $86.0M | 846,286 | 4 | 2 | 1 | 0.0% |
| Q1 2026 | 7 | $43.1M | 671,747 | 1 | 2 | 1 | 0.0% |
| Q4 2025 | 7 | $50.3M | 721,412 | 0 | 1 | 0 | 0.0% |
| Q3 2025 | 10 | $26.1M | 586,866 | 4 | 3 | 0 | 0.0% |
| Q2 2025 | 14 | $311.3M | 8,703,792 | 3 | 2 | 5 | 0.0% |
| Q1 2025 | 385 | $5.5B | 251,724,473 | 87 | 145 | 98 | 18.9% |
| Q4 2024 | 371 | $7.6B | 241,262,245 | 116 | 125 | 76 | 19.6% |
| Q3 2024 | 267 | $2.9B | 255,700,575 | 66 | 79 | 67 | 14.1% |
| Q2 2024 | 224 | $1.5B | 271,555,943 | 29 | 83 | 44 | 12.1% |
| Q1 2024 | 223 | $1.3B | 285,456,714 | 43 | 82 | 44 | 9.6% |
| Q4 2023 | 206 | $1.5B | 272,901,369 | 26 | 74 | 41 | 1.9% |
| Q3 2023 | 199 | $1.1B | 245,474,114 | 34 | 79 | 37 | 1.5% |
| Q2 2023 | 183 | $1.6B | 259,790,027 | 31 | 76 | 34 | 1.0% |
| Q1 2023 | 166 | $1.1B | 259,278,999 | 23 | 57 | 45 | 0.7% |
| Q4 2022 | 153 | $977.7M | 257,486,152 | 31 | 51 | 34 | 1.8% |
| Q3 2022 | 181 | $1.1B | 277,459,040 | 36 | 69 | 36 | 4.5% |
| Q2 2022 | 165 | $1.1B | 278,203,041 | 57 | 53 | 29 | 4.6% |
| Q1 2022 | 137 | $2.3B | 281,009,236 | 45 | 46 | 26 | 4.8% |
| Q4 2021 | 119 | $3.9B | 271,737,890 | 53 | 29 | 18 | 6.0% |
| Q3 2021 | 93 | $4.2B | 263,279,817 | 94 | 0 | 0 | 3.0% |